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What smart money is saying about James Hardie IndustriesIreland flag

JHX · Basic Materials · Construction Materials · Market cap $11.95B

1 fund in our archive has pitched James Hardie Industries, most recently Aristotle Small Mid Cap Equity in September 2025.

Company profile

James Hardie Industries plc, together with its subsidiaries, manufactures and sells fiber cement, fiber gypsum, and cement bonded building products for interior and exterior building construction applications primarily in the United States, Australia, Europe, New Zealand, the Philippines, and Canada. The company operates through three segments: North America Fiber Cement, Asia Pacific Fiber Cement, and Europe Building Products. It offers fiber cement interior linings, exterior siding products, and related accessories; and various fiber cement building materials for a range of applications, including external siding, internal walls, floors, ceilings, soffits, trim, fences, and facades. The company also provides fiber gypsum and cement-bonded boards for applications, such as timber frame construction, dry lining, DIY, and structural fire protection. Its products are used in various markets comprising new residential construction and commercial construction markets. James Hardie Industries plc was founded in 1888 and is based in Dublin, Ireland.

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4
Reported positions
3
Bought
0
Sold
5
Letters

Position history

Between Q3 2025 and Q3 2026, 4 fund letters reported a position in James Hardie Industries, with 3 buys (opened or added).

Fund letters reporting a position in James Hardie Industries, by quarter
QuarterLettersBoughtSoldTheses
Q3 20261000
Q1 20261100
Q3 20252201

Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.

Fund activity · 4 positions · 3 moves

Fund coverage · 1 thesis

  • James Hardie Industries is enhancing its market position and shareholder value through the acquisition of The AZEK Company, expanding its product offerings and operational efficiencies in the residential construction sector.

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