Quantessence Capital’s James Hardie Industries JHX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$933K Buy
+35,649
New +$783K 2.75% 6
2025
Q4
Sell
-15,675
Closed -$301K 94
2025
Q3
$301K Buy
+15,675
New +$375K 0.1% 144

Other funds holding JHX

Quantessence Capital's JHX Position: Q2 2026 in Review

Quantessence Capital opened a new position in James Hardie Industries (JHX) in Q2 2026: 35,649 shares worth $933K. The stake represents 2.75% of the portfolio and ranks #6 among its holdings. This is a return to the name: Quantessence Capital previously reported a position in JHX as recently as Q3 2025.

Quantessence Capital first reported a position in JHX in Q3 2025 and has held it in 2 quarters since. 342 funds tracked by Wall St. Rank hold JHX as of Q2 2026.

  • Quantessence Capital held 35,649 shares of James Hardie Industries worth $933K as of Q2 2026.
  • James Hardie Industries was a new Quantessence Capital position in Q2 2026.
  • James Hardie Industries made up 2.75% of Quantessence Capital's portfolio in Q2 2026, its #6 holding.
  • Quantessence Capital first reported a position in James Hardie Industries in Q3 2025 and has held it in 2 quarters since.
  • 342 funds tracked by Wall St. Rank held James Hardie Industries as of Q2 2026.

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