Long Pond Capital’s James Hardie Industries JHX Stock Holding History

Long Pond Capital’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	–	Sell	-1,155,000	Closed	-$21.9M	–	37
2026 Q1	$21.9M	Buy	+1,155,000	New	+$26M	2.09%	19
2025 Q4	–	Sell	-7,247,811	Closed	-$139M	–	35
2025 Q3	$139M	Buy	+7,247,811	New	+$174M	10.09%	3

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

Long Pond Capital's JHX Position: Q2 2026 in Review

Long Pond Capital sold out of James Hardie Industries (JHX) in Q2 2026, closing a stake of 1,155,000 shares — an estimated $21.9M sold.

Long Pond Capital first reported a position in JHX in Q3 2025 and held it in 2 quarters. The position peaked at $139M in Q3 2025. 342 funds tracked by Wall St. Rank hold JHX as of Q2 2026.

Long Pond Capital reported no remaining James Hardie Industries position as of Q2 2026 after selling out during the quarter.
Long Pond Capital sold 1,155,000 James Hardie Industries shares in Q2 2026, an estimated $21.9M.
Long Pond Capital first reported a position in James Hardie Industries in Q3 2025 and held it in 2 quarters.
Long Pond Capital's James Hardie Industries position peaked at $139M in Q3 2025.
342 funds tracked by Wall St. Rank held James Hardie Industries as of Q2 2026.

Based on Long Pond Capital's 13F filing for Q2 2026, filed 13 Aug 2026.