James Hardie IndustriesJHX
Market Cap: $16.7B
About: James Hardie is a manufacturer of fiber cement-based building products, selling primarily to the residential construction industry. North America is the primary geography, generating about 80% of group earnings. Here, it is the largest manufacturer of fiber cement, which is mainly used for exterior siding on houses. Businesses in Australia, New Zealand, and Europe, make up the rest of earnings.
Employees: 5,679
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
0.39% less ownership
Funds ownership: 1.97% [Q1] → 1.58% (-0.39%) [Q2]
3% less funds holding
Funds holding: 134 [Q1] → 130 (-4) [Q2]
20% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 55
22% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 18
33% less call options, than puts
Call options by funds: $363K | Put options by funds: $539K
38% less capital invested
Capital invested by funds: $348M [Q1] → $215M (-$132M) [Q2]
Research analyst outlook
We haven’t received any recent analyst ratings for JHX.