RDST Capital LLC: JAMES HARDIE INDS PLC (JHX): Quarterly 13F Position History
As of Q1 2026, RDST Capital LLC reported 3,238,117 shares of JAMES HARDIE INDS PLC (JHX), worth $61.3M and representing 5.9% of its 13F equity book. Quarter-over-quarter share count change: + 544,500 (+20.2%) . The position first appeared in Q4 2025 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.
- 3,238,117Shares Held (Latest Filing)
- $61.3MReported Market Value (Latest Filing)
- 5.9%Portfolio Weight (% of 13F Equity Book)
- +544,500Quarter-over-Quarter Share Change
- +$5.4MQuarter-over-Quarter Value Change
- 3,238,117Peak Reported Shares (Historical)
Recent initiation: RDST Capital LLC first reported JHX on the Q4 2025 filing — fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 3,238,117 | +544,500 | +20.2% | $61.3M | 5.9% | $18.9 |
| Q4 2025 | 2,693,617 | — | — | $55.9M | 5.3% | $20.8 |
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, not the manager's cost basis. See the full methodology document for the normalization rules.
When did RDST Capital LLC first disclose a JHX position in 13F-HR filings?
RDST Capital LLC first reported JAMES HARDIE INDS PLC (JHX) on its 13F-HR filing for the period ending 2025-12-31 (Q4 2025). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was RDST Capital LLC's most recent quarter-over-quarter share-count change in JHX?
Between Q4 2025 and Q1 2026, RDST Capital LLC added 544,500 shares of JHX (+20.2%), bringing the total reported position to 3,238,117 shares at a market value of $61.3M.
Does the implied price-per-share represent RDST Capital LLC'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.