SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
Position in JHX — James Hardie Industries plc
CIK 1794153
MINNEAPOLIS, MN
Position in JHX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,716,099
+$645,042 QoQ
Shares Held
65,550
+15.9% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#137
of 336 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JHX Over Time
Shares Held
Position Value (USD)
Position in Building Materials
Basic Materials · as of Jun 30, 2026SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC holds $1,716,099 across 1 Building Materials name. JHX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JHX |
James Hardie Industries plc
This page
|
65,550 | $1,716,099 |
All Filings in JHX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,716,099 | 65,550 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,071,057 | 56,550 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $727,287 | 35,050 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $673,310 | 35,050 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||