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Jeff Yass’s James Hardie Industries JHX Stock Holding History

Jeff Yass’s Portfolio JHX Stock Details JHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.26M Sell
162,700
-4,600
-3% -$101K ﹤0.01% 4945
2026
Q1 		$3.17M Buy
167,300
+124,800
+294% +$2.81M ﹤0.01% 5167
2025
Q4 		$882K Sell
42,500
-20,600
-33% -$413K ﹤0.01% 7472
2025
Q3 		$1.21M Buy
63,100
+20,100
+47% +$481K ﹤0.01% 6897
2025
Q2 		$1.16M Buy
43,000
+2,100
+5% +$50.7K ﹤0.01% 7069
2025
Q1 		$964K Buy
+40,900
New +$1.29M ﹤0.01% 7349

Other funds holding JHX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
HCC
Hill City Capital Boston, Massachusetts $4.28B AUM 80.76% 1-Year Est. Return

Jeff Yass's JHX Position: Q2 2026 in Review

Jeff Yass increased its James Hardie Industries (JHX) stake by 674% in Q2 2026, buying an estimated $21.5M and bringing the position to 1,123,446 shares worth $29.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2040.

Jeff Yass first reported a position in JHX in Q1 2025 and has held it in 6 quarters since. 339 funds tracked by Wall St. Rank hold JHX as of Q2 2026.

  • Jeff Yass held 1,123,446 shares of James Hardie Industries worth $29.4M as of Q2 2026.
  • Jeff Yass bought 978,228 James Hardie Industries shares in Q2 2026, an estimated $21.5M.
  • James Hardie Industries made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #2040 holding.
  • Jeff Yass first reported a position in James Hardie Industries in Q1 2025 and has held it in 6 quarters since.
  • 339 funds tracked by Wall St. Rank held James Hardie Industries as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.