Palestra Capital Management’s James Hardie Industries JHX Stock Holding History

Palestra Capital Management’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	$108M	Buy	+4,130,497	New	+$90.8M	3.67%	14

Other funds holding JHX

DCP

D1 Capital Partners New York $34.8B AUM 11.34% 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

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 $3.91B AUM 84.06% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

RDST Capital Seattle, Washington $1.21B AUM 1.62% 1-Year Est. Return

Palestra Capital Management's JHX Position: Q2 2026 in Review

Palestra Capital Management opened a new position in James Hardie Industries (JHX) in Q2 2026: 4,130,497 shares worth $108M. The stake represents 3.67% of the portfolio and ranks #14 among its holdings.

306 funds tracked by Wall St. Rank hold JHX as of Q2 2026.

Palestra Capital Management held 4,130,497 shares of James Hardie Industries worth $108M as of Q2 2026.
James Hardie Industries was a new Palestra Capital Management position in Q2 2026.
James Hardie Industries made up 3.67% of Palestra Capital Management's portfolio in Q2 2026, its #14 holding.
306 funds tracked by Wall St. Rank held James Hardie Industries as of Q2 2026.

Based on Palestra Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.