
What smart money is saying about James Hardie Industries
2 funds in our archive have pitched James Hardie Industries — most recently Amati Investment Funds in July 2026.
James Hardie Industries plc engages in the manufacture and sale of fiber cement, fiber gypsum, and cement bonded boards in the United States, Australia, Europe, and New Zealand. It operates through four segments: Siding & Trim, Deck, Rail & Accessories, Australia & New Zealand, and Europe. The Siding & Trim segment manufactures fiber cement and PVC siding and trim products, mouldings, interior linings, and accessories under brands such as Hardie, AZEK Exteriors, and Versatex are used in both residential new construction and repair and remodel applications. The Deck, Rail & Accessories segment produces decking, railing, cladding, pergolas, cabanas, and related accessories, including wood-alternative decking and railing solutions offered under the TimberTech, ULTRALOX, and INTEX brands, as well as functional and decorative outdoor accessories, including drink rails, structural mounting posts, lighting systems and gate kits; and adjustable louvered pergola systems through StruXure. The Australia & New Zealand segment manufactures and sells fiber cement products for residential and commercial applications, including exterior cladding, interior wall linings, flooring, eaves and soffits, and façade systems, primarily under the Hardie brand. The Europe segment produces fiber gypsum products and cement-bonded boards under the fermacell brand, and fiber cement products under the Hardie brand, serving residential and commercial repair, remodel, and new construction markets. The company offers its products through a network of specialty building products distributors, lumberyards, and home improvement retailers to builder's merchants, remodelers, DIY stores, and professional contractors. James Hardie Industries plc was founded in 1888 and is headquartered in Dublin, Ireland.
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Position history
Between Q2 2026 and Q3 2026, 1 fund letter reported a position in James Hardie Industries — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 0 | 0 | 0 | 1 |
| Q2 2026 | 1 | 1 | 0 | 1 |
Fund activity · 1 position · 1 move
- AddedL1 Capital Catalyst FundJune 2026
“The Catalyst Fund was previously invested in James Hardie from July 2022 to August 2023, over which period the stock appreciated close to 50%.”
James Hardie Industries
Fund coverage · 2 theses
- Amati Investment FundsJuly 2026
James Hardie Industries is a building materials company benefiting from modular construction trends, new management, and an attractive valuation.
Read the full thesis - L1 Capital Catalyst FundJune 2026
James Hardie Industries has upside from a depressed housing cycle, AZEK synergies, return-to-growth in fibre cement, deleveraging and a still-favourable valuation.
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