Summit Trail Advisors’s James Hardie Industries JHX Stock Holding History

Summit Trail Advisors’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	$549K	Buy	20,985 +843	+4%	+$18.5K	0.01%	1194
2026 Q1	$381K	Sell	20,142 -2,157	-10%	-$48.5K	0.01%	1249
2025 Q4	$463K	Buy	22,299 +9,677	+77%	+$194K	0.01%	1102
2025 Q3	$242K	Buy	+12,622	New	+$302K	﹤0.01%	1250
2018 Q1	–	Sell	-2,696	Closed	-$47K	–	1076
2017 Q4	$47K	Buy	+2,696	New	+$42.2K	0.01%	833

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

Summit Trail Advisors's JHX Position: Q2 2026 in Review

Summit Trail Advisors increased its James Hardie Industries (JHX) stake by 4.2% in Q2 2026, buying an estimated $18.5K and bringing the position to 20,985 shares worth $549K. The position accounts for 0.01% of the portfolio, ranked #1194.

Summit Trail Advisors first reported a position in JHX in Q4 2017 and has held it in 5 quarters since. 342 funds tracked by Wall St. Rank hold JHX as of Q2 2026.

Summit Trail Advisors held 20,985 shares of James Hardie Industries worth $549K as of Q2 2026.
Summit Trail Advisors bought 843 James Hardie Industries shares in Q2 2026, an estimated $18.5K.
James Hardie Industries made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1194 holding.
Summit Trail Advisors first reported a position in James Hardie Industries in Q4 2017 and has held it in 5 quarters since.
342 funds tracked by Wall St. Rank held James Hardie Industries as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.