Hill City Capital, LP: JAMES HARDIE INDS PLC (JHX): Quarterly 13F Position History
As of Q2 2026, Hill City Capital, LP reported 5,723,900 shares of JAMES HARDIE INDS PLC (JHX), worth $149.9M and representing 3.8% of its 13F equity book. Quarter-over-quarter share count change: + 102,200 (+1.8%) . The position first appeared in Q3 2025 and has been disclosed across 4 13F-HR filings in Pactolio's tracked window.
- 5,723,900Shares Held (Latest Filing)
- $149.9MReported Market Value (Latest Filing)
- 3.8%Portfolio Weight (% of 13F Equity Book)
- +102,200Quarter-over-Quarter Share Change
- +$43.4MQuarter-over-Quarter Value Change
- 5,723,900Peak 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 | 5,723,900 | +102,200 | +1.8% | $149.9M | 3.8% | $26.2 |
| Q1 2026 | 5,621,700 | +501,500 | +9.8% | $106.5M | 3.8% | $18.9 |
| Q4 2025 | 5,120,200 | +901,700 | +21.4% | $106.2M | 4.0% | $20.8 |
| Q3 2025 | 4,218,500 | – | – | $81.0M | 3.4% | $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 Hill City Capital, LP first disclose a JHX position in 13F-HR filings?
Hill City Capital, 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 Hill City Capital, LP's most recent quarter-over-quarter share-count change in JHX?
Between Q1 2026 and Q2 2026, Hill City Capital, LP added 102,200 shares of JHX (+1.8%), bringing the total reported position to 5,723,900 shares at a market value of $149.9M.
Does the implied price-per-share represent Hill City Capital, 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.