Position in JHX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$368,828,709
+$304,957,840 QoQ
Shares Held
14,088,186
+317.8% QoQ
Ownership
2.43%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#4
of 336 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JHX Over Time
Shares Held
Position Value (USD)
Derivatives in JHX
reported options exposure · as of Sep 30, 2025CallValue
$3,872,736
CallShares
201,600
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Building Materials
Basic Materials · as of Jun 30, 2026MILLENNIUM MANAGEMENT LLC holds $809,276,341 across 12 Building Materials names. JHX ranks #1 (45.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JHX |
James Hardie Industries plc
This page
|
14,088,186 | $368,828,709 | |
| 2 | CX |
Cemex Sab De CV
|
15,622,740 | $187,472,880 | |
| 3 | CRH |
Crh Public Ltd Co
|
1,271,475 | $136,047,825 | |
| 4 | EXP |
Eagle Materials Inc
|
221,715 | $49,885,875 | |
| 5 | MLM |
Martin Marietta Materials Inc
|
54,131 | $31,217,347 | |
| 6 | AMRZ |
Amrize Ltd
|
257,600 | $13,730,080 | |
| 7 | USLM |
United States Lime & Minerals Inc
|
123,215 | $12,896,914 | |
| 8 | VMC |
Vulcan Materials CO
|
23,121 | $6,820,926 |
All Filings in JHX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $368,828,709 | 14,088,186 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $63,870,869 | 3,372,274 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $73,842,153 | 3,558,658 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $68,011,256 | 3,540,409 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $3,872,736 | 201,600 | Call | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||