BWCP, LP: JAMES HARDIE INDS PLC (JHX): Quarterly 13F Position History
As of Q2 2026, BWCP, LP reported 1,380,185 shares of JAMES HARDIE INDS PLC (JHX), worth $36.1M and representing 5.2% of its 13F equity book. Quarter-over-quarter share count change: + 169,229 (+14.0%) . The position first appeared in Q3 2025 and has been disclosed across 4 13F-HR filings in Pactolio's tracked window.
- 1,380,185Shares Held (Latest Filing)
- $36.1MReported Market Value (Latest Filing)
- 5.2%Portfolio Weight (% of 13F Equity Book)
- +169,229Quarter-over-Quarter Share Change
- +$13.2MQuarter-over-Quarter Value Change
- 1,380,185Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 4 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,380,185 | +169,229 | +14.0% | $36.1M | 5.2% | $26.2 |
| Q1 2026 | 1,210,956 | +162,464 | +15.5% | $22.9M | 3.5% | $18.9 |
| Q4 2025 | 1,048,492 | 243,710 | -18.9% | $21.8M | 3.6% | $20.8 |
| Q3 2025 | 1,292,202 | – | – | $24.8M | 4.3% | $19.2 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did BWCP, LP first disclose a JHX position in 13F-HR filings?
BWCP, LP first reported JAMES HARDIE INDS PLC (JHX) on its 13F-HR filing for the period ending 2025-09-30 (Q3 2025). The position has appeared on 4 reported quarters within Pactolio's tracked window.
What was BWCP, LP's most recent quarter-over-quarter share-count change in JHX?
Between Q1 2026 and Q2 2026, BWCP, LP added 169,229 shares of JHX (+14.0%), bringing the total reported position to 1,380,185 shares at a market value of $36.1M.
Does the implied price-per-share represent BWCP, LP's cost basis in JHX?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.