Polymer Capital Management (US) LLC
Position in JHX — James Hardie Industries plc
CIK 1973324
NEW YORK, NY
Position in JHX
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,178,100
+$677,875 QoQ
Shares Held
115,000
+59.1% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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 Mar 31, 2026CallValue
$1,894,000
CallShares
100,000
PutValue
$1,894,000
PutShares
100,000
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, 2026Polymer Capital Management (US) LLC holds $2,313,720 across 1 Building Materials name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MLM |
Martin Marietta Materials Inc
|
4,012 | $2,313,720 |
All Filings in JHX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,894,000 | 100,000 | Put | Sole | 2026-05-14 | |
| 2026-03-31 | $1,894,000 | 100,000 | Call | Sole | 2026-05-14 | |
| 2026-03-31 | $2,178,100 | 115,000 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,500,225 | 72,300 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,152,600 | 60,000 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||