Vault-13

JAMES HARDIE INDS PLC

SPONSORED ADR · CUSIP 47030M106

4 institutional holders -1 vs Q1 2026
32,78932.8k shares reported held*
$857.8kreported value*
0 new 1 added 2 reduced 1 sold out net sold ≈ $15.4m (-587.7k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $26.16. Options: 1 managers hold calls ($2.0k notional), 0 hold puts (—).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 90Q4 22: 82Q1 23: 77Q2 23: 93Q3 23: 93Q4 23: 129Q1 24: 136Q2 24: 133Q3 24: 149Q4 24: 150Q1 25: 158Q2 25: 187Q3 25: 9Q4 25: 4Q1 26: 5Q2 26: 44Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202290
Q4 202282
Q1 202377
Q2 202393
Q3 202393
Q4 2023129
Q1 2024136
Q2 2024133
Q3 2024149
Q4 2024150
Q1 2025158
Q2 2025187
Q3 20259
Q4 20254
Q1 20265
Q2 20264

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 24: 109 bought or addedQ3 24: 44 cut or sold outQ4 24: 73 bought or addedQ4 24: 71 cut or sold outQ4 24Q1 25: 100 bought or addedQ1 25: 64 cut or sold outQ2 25: 133 bought or addedQ2 25: 72 cut or sold outQ2 25Q3 25: 5 bought or addedQ3 25: 181 cut or sold outQ4 25: 2 bought or addedQ4 25: 6 cut or sold outQ4 25Q1 26: 3 bought or addedQ1 26: 2 cut or sold outQ2 26: 1 bought or addedQ2 26: 3 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202410944
Q4 20247371
Q1 202510064
Q2 202513372
Q3 20255181
Q4 202526
Q1 202632
Q2 202613

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$500$1k$1.5k$2kQ3 25 calls: $0Q3 25 puts: $0Q3 25P/C —Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —Q1 26 calls: $0Q1 26 puts: $0Q1 26P/C —Q2 26 calls: $2.0kQ2 26 puts: $0Q2 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2025$0$0—
Q4 2025$0$0—
Q1 2026$0$0—
Q2 2026$2.0k$00.00

Biggest buyers

FNY Investment Advisers, LLC Added +24,400+24.4k

Biggest sellers

SCOPUS ASSET MANAGEMENT, L.P. Sold out -550,000-550.0k
TOBAM Reduced -61,996-62.0k
Byrne Asset Management LLC Reduced -60-60

Biggest calls

FNY Investment Advisers, LLC New $2.0k100 shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
VANGUARD GROUP INC 13G · institution new · filed 2025-08-06 7.5% new 32.0m 2025-08-06

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 FNY Investment Advisers, LLC 0.25% of their portfolio NEW YORK, NY 26,40026.4k $691.0k $691.0k 0.25% Added +24.4k +24,400
2 TOBAM 0.04% of their portfolio PARIS, I0 6,1286.1k $160.0k $160.0k 0.04% Reduced -62.0k -61,996
3 Byrne Asset Management LLC 0.00% of their portfolio KINGSTON, NJ 260260 $6.8k $6.8k 0.00% Reduced -60 -60
4 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 11 $27 $27 0.00% Unchanged