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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
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
HCC
Hill City Capital Boston, Massachusetts $2.8B AUM 79.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Long Pond Capital's JHX Position: Q1 2026 in Review

Long Pond Capital opened a new position in James Hardie Industries (JHX) in Q1 2026: 1,155,000 shares worth $21.9M. The stake represents 2.09% of the portfolio and ranks #19 among its holdings. This is a return to the name: Long Pond Capital previously reported a position in JHX as recently as Q3 2025.

Long Pond Capital first reported a position in JHX in Q3 2025 and has held it in 2 quarters since. The position peaked at $139M in Q3 2025. 297 funds tracked by Wall St. Rank hold JHX as of Q1 2026.

  • Long Pond Capital held 1,155,000 shares of James Hardie Industries worth $21.9M as of Q1 2026.
  • James Hardie Industries was a new Long Pond Capital position in Q1 2026.
  • James Hardie Industries made up 2.09% of Long Pond Capital's portfolio in Q1 2026, its #19 holding.
  • Long Pond Capital first reported a position in James Hardie Industries in Q3 2025 and has held it in 2 quarters since.
  • Long Pond Capital's James Hardie Industries position peaked at $139M in Q3 2025.
  • 297 funds tracked by Wall St. Rank held James Hardie Industries as of Q1 2026.

Based on Long Pond Capital's 13F filing for Q1 2026, filed 14 May 2026.