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Slate Path Capital’s James Hardie Industries JHX Stock Holding History

Slate Path 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 		$102M Hold
5,364,500
– – 1.51% 24
2025
Q4 		$111M Buy
5,364,500
+3,083,434
+135% +$61.8M 1.5% 25
2025
Q3 		$43.8M Buy
+2,281,066
New +$54.6M 0.68% 41

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

Slate Path Capital's JHX Position: Q1 2026 in Review

Slate Path Capital held its James Hardie Industries (JHX) position steady in Q1 2026 at 5,364,500 shares worth $102M. The position accounts for 1.51% of the portfolio, ranked #24.

Slate Path Capital first reported a position in JHX in Q3 2025 and has held it in 3 quarters since. The position peaked at $111M in Q4 2025. 297 funds tracked by Wall St. Rank hold JHX as of Q1 2026.

  • Slate Path Capital held 5,364,500 shares of James Hardie Industries worth $102M as of Q1 2026.
  • Slate Path Capital left its James Hardie Industries share count unchanged in Q1 2026.
  • James Hardie Industries made up 1.51% of Slate Path Capital's portfolio in Q1 2026, its #24 holding.
  • Slate Path Capital first reported a position in James Hardie Industries in Q3 2025 and has held it in 3 quarters since.
  • Slate Path Capital's James Hardie Industries position peaked at $111M in Q4 2025.
  • 297 funds tracked by Wall St. Rank held James Hardie Industries as of Q1 2026.

Based on Slate Path Capital's 13F filing for Q1 2026, filed 15 May 2026.