John Overdeck’s James Hardie Industries JHX Stock Holding History

John Overdeck’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	$377K	Buy	+14,402	New	+$317K	﹤0.01%	4366
2024 Q4	–	Sell	-5,900	Closed	-$237K	–	3351
2024 Q3	$237K	Sell	5,900 -6,271	-52%	-$220K	﹤0.01%	2756
2024 Q2	$384K	Buy	+12,171	New	+$419K	﹤0.01%	2493
2022 Q4	–	Sell	-15,157	Closed	-$300K	–	2935
2022 Q3	$300K	Sell	15,157 -13,046	-46%	-$305K	﹤0.01%	1970
2022 Q2	$619K	Buy	+28,203	New	+$745K	﹤0.01%	1735

Other funds holding JHX

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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 New York $276B AUM 44.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

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

John Overdeck's JHX Position: Q2 2026 in Review

John Overdeck opened a new position in James Hardie Industries (JHX) in Q2 2026: 14,402 shares worth $377K. The stake represents ﹤0.01% of the portfolio and ranks #4366 among its holdings. This is a return to the name: John Overdeck previously reported a position in JHX as recently as Q3 2024.

John Overdeck first reported a position in JHX in Q2 2022 and has held it in 5 quarters since. The position peaked at $619K in Q2 2022. 338 funds tracked by Wall St. Rank hold JHX as of Q2 2026.

John Overdeck held 14,402 shares of James Hardie Industries worth $377K as of Q2 2026.
James Hardie Industries was a new John Overdeck position in Q2 2026.
James Hardie Industries made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4366 holding.
John Overdeck first reported a position in James Hardie Industries in Q2 2022 and has held it in 5 quarters since.
John Overdeck's James Hardie Industries position peaked at $619K in Q2 2022.
338 funds tracked by Wall St. Rank held James Hardie Industries as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.