§ CONSTRUCTION
USD · ConstructionJHX
JAMES HARDIE IND PLC
USDSector · ConstructionBeta · 2.11
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
191 increased/new, 106 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 98.5 | P/B | 5.48 |
| EPS (TTM) | 0.27 | Dividend | 2.07% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 52.8M | 0.2% | +1% |
| Fidelity Management | 31.3M | 0.0% | +182% |
| D1 Capital Partners L.P. | 28.3M | 4.8% | +16% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 11.6M | 0.1% | −8% |
| Alyeska Investment Group, L.P. | 7.8M | 0.4% | +51% |
| JPMORGAN CHASE & CO | 8.4M | n/a | −14% |
◇ AC INTELLIGENCE
Top institutional owners for JHX as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER98.3% · 0 holders
OTHER1.1% · 229 holders
QUALITY / COMPOUNDER0.3% · 12 holders
DEALER / BANK0.2% · 31 holders
TACTICAL / MACRO0.1% · 5 holders
PASSIVE / INDEX0.0% · 7 holders
SYSTEMATIC / QUANT0.0% · 7 holders
INCOME / DEFENSIVE0.0% · 7 holders
ACTIVIST0.0% · 1 holder
DEEP VALUE0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for JHX in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention JHX yet.