D1 Capital Partners L.P.: JAMES HARDIE INDS PLC (JHX): Quarterly 13F Position History
As of Q2 2026, D1 Capital Partners L.P. reported 27,545,516 shares of JAMES HARDIE INDS PLC (JHX), worth $721.1M and representing 2.1% of its 13F equity book. Quarter-over-quarter share count change: 754,767 (-2.7%) . The position first appeared in Q3 2025 and has been disclosed across 4 13F-HR filings in Pactolio's tracked window.
- 27,545,516Shares Held (Latest Filing)
- $721.1MReported Market Value (Latest Filing)
- 2.1%Portfolio Weight (% of 13F Equity Book)
- 754,767Quarter-over-Quarter Share Change
- +$185.1MQuarter-over-Quarter Value Change
- 28,300,283Peak 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 | 27,545,516 | 754,767 | -2.7% | $721.1M | 2.1% | $26.2 |
| Q1 2026 | 28,300,283 | +3,897,570 | +16.0% | $536.0M | 4.8% | $18.9 |
| Q4 2025 | 24,402,713 | +5,404,866 | +28.4% | $506.4M | 4.7% | $20.8 |
| Q3 2025 | 18,997,847 | – | – | $364.9M | 4.2% | $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 D1 Capital Partners L.P. first disclose a JHX position in 13F-HR filings?
D1 Capital Partners L.P. 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 D1 Capital Partners L.P.'s most recent quarter-over-quarter share-count change in JHX?
Between Q1 2026 and Q2 2026, D1 Capital Partners L.P. reduced its JHX position by 754,767 shares (-2.7%), leaving 27,545,516 shares at a market value of $721.1M.
Does the implied price-per-share represent D1 Capital Partners L.P.'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.