Diameter Capital Partners LP: JAMES HARDIE INDS PLC (JHX): Quarterly 13F Position History
As of Q2 2026, Diameter Capital Partners LP reported 1,172,112 shares of JAMES HARDIE INDS PLC (JHX), worth $30.7M and representing 3.3% of its 13F equity book. Quarter-over-quarter share count change: + 1,122,112 (+2244.2%) . The position first appeared in Q3 2025 and has been disclosed across 4 13F-HR filings in Pactolio's tracked window.
- 1,172,112Shares Held (Latest Filing)
- $30.7MReported Market Value (Latest Filing)
- 3.3%Portfolio Weight (% of 13F Equity Book)
- +1,122,112Quarter-over-Quarter Share Change
- +$29.7MQuarter-over-Quarter Value Change
- 1,172,112Peak 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 | 1,172,112 | +1,122,112 | +2244.2% | $30.7M | 3.3% | $26.2 |
| Q1 2026 | 50,000 | 950,000 | -95.0% | $947.0K | 0.2% | $18.9 |
| Q4 2025 | 1,000,000 | +600,000 | +150.0% | $20.8M | 2.2% | $20.8 |
| Q3 2025 | 400,000 | – | – | $7.7M | 0.8% | $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 Diameter Capital Partners LP first disclose a JHX position in 13F-HR filings?
Diameter Capital Partners 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 Diameter Capital Partners LP's most recent quarter-over-quarter share-count change in JHX?
Between Q1 2026 and Q2 2026, Diameter Capital Partners LP added 1,122,112 shares of JHX (+2244.2%), bringing the total reported position to 1,172,112 shares at a market value of $30.7M.
Does the implied price-per-share represent Diameter Capital Partners 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.