
What smart money is saying about James Hardie Industries
1 fund in our archive has pitched James Hardie Industries, most recently Aristotle Small Mid Cap Equity in September 2025.
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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Position history
Between Q3 2025 and Q3 2026, 4 fund letters reported a position in James Hardie Industries, with 3 buys (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q1 2026 | 1 | 1 | 0 | 0 |
| Q3 2025 | 2 | 2 | 0 | 1 |
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
- September 2026
Listed in Buffalo funds Mid Cap Growth Fund’s reported holdings.
James Hardie Industries - New positionWS Amati Global Innovation FundMarch 2026
“James Hardie Industries, the now US-listed building materials company, was the fourth addition to the Fund.”
James Hardie Industries - New positionMairs and Power Small Cap FundSeptember 2025
“The Fund also started a position in James Hardie Industries after the company’s acquisition of our long-term holding, AZEK Company.”
James Hardie Industries - New positionBrown Advisory US Small Cap Blend FundSeptember 2025
“ We believe James Hardie Industries (JHX) is a leading composite siding manufacturer which recently acquired Azek, creating the top building product manufacturer in the space.”
James Hardie Industries
Fund coverage · 1 thesis
- Aristotle Small Mid Cap EquitySeptember 2025
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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