Sea Cliff Partners Management’s James Hardie Industries JHX Stock Holding History

Sea Cliff Partners 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	$16.8M	Sell	640,270 -78,737	-11%	-$1.73M	7.43%	5
2026 Q1	$13.6M	Sell	719,007 -279,763	-28%	-$6.29M	7.03%	7
2025 Q4	$20.7M	Buy	998,770 +368,770	+59%	+$7.4M	8.73%	5
2025 Q3	$12.1M	Sell	630,000 -278,385	-31%	-$6.67M	4.63%	14
2025 Q2	$24.4M	Buy	+908,385	New	+$21.9M	8.33%	2

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

Sea Cliff Partners Management's JHX Position: Q2 2026 in Review

Sea Cliff Partners Management reduced its James Hardie Industries (JHX) stake by 11% in Q2 2026, selling an estimated $1.73M and leaving 640,270 shares worth $16.8M. The position accounts for 7.43% of the portfolio, ranked #5.

Sea Cliff Partners Management first reported a position in JHX in Q2 2025 and has held it in 5 quarters since. The position peaked at $24.4M in Q2 2025. 342 funds tracked by Wall St. Rank hold JHX as of Q2 2026.

Sea Cliff Partners Management held 640,270 shares of James Hardie Industries worth $16.8M as of Q2 2026.
Sea Cliff Partners Management sold 78,737 James Hardie Industries shares in Q2 2026, an estimated $1.73M.
James Hardie Industries made up 7.43% of Sea Cliff Partners Management's portfolio in Q2 2026, its #5 holding.
Sea Cliff Partners Management first reported a position in James Hardie Industries in Q2 2025 and has held it in 5 quarters since.
Sea Cliff Partners Management's James Hardie Industries position peaked at $24.4M in Q2 2025.
342 funds tracked by Wall St. Rank held James Hardie Industries as of Q2 2026.

Based on Sea Cliff Partners Management's 13F filing for Q2 2026, filed 14 Aug 2026.