Position in JHX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$63,870,869
-$9,971,284 QoQ
Shares Held
3,372,274
-5.2% QoQ
Ownership
0.581%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
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 Mar 31, 2026MILLENNIUM MANAGEMENT LLC holds $513,880,806 across 12 Building Materials names. JHX ranks #3 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRH |
Crh Public Ltd Co
|
1,816,890 | $190,991,476 | |
| 2 | CX |
Cemex Sab De CV
|
9,437,619 | $107,966,361 | |
| 3 | JHX |
James Hardie Industries plc
This page
|
3,372,274 | $63,870,869 | |
| 4 | AMRZ |
Amrize Ltd
|
1,134,317 | $63,544,438 | |
| 5 | EXP |
Eagle Materials Inc
|
154,216 | $29,216,221 | |
| 6 | TGLS |
Tecnoglass Inc.
|
627,142 | $27,939,176 | |
| 7 | KNF |
Knife River Corp
|
131,811 | $10,762,368 | |
| 8 | MLM |
Martin Marietta Materials Inc
|
14,861 | $8,748,373 |
All Filings in JHX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||