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JHX · James Hardie Industries Plc
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TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475
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JHX

James Hardie Industries plc
MATERIALS · CONCRETE PRODUCTS, EXCEPT BLOCK & BRICK · CIK 0001159152
FORM 144 · 5☆ WATCH
INSIDER NET · 180D
-$28.2M
open-market buys minus sells, Form 4 codes P and S
INSIDER BUYERS · 180D
1
CONGRESS BUYERS · 1Y
0
FUNDS ADDED · QTR
188
13F, latest reported quarter
REVENUE GROWTH
+24.7%
XBRL, annual
NET MARGIN
2.2%
CONVERSIONS · 180D
4
codes C/M, not in net · $6.7M priced
SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST
INSIDERS
net -$28.2M over 180 days
-$28.3M over 90 days
the lowest in Materials
CONGRESS
no member of Congress has reported trading it
FUNDS
188 funds added or opened last quarter
more than 60% of Materials
REVENUE
+24.7% year over year
more than 87% of Materials
MARGIN
2.2% net margin
below 61% of Materials
BUYBACKS
no share repurchases reported
SHORT
2.1% of shares outstanding short · 1.6 days to cover · settled 2026-07-31
below 69% of Materials
THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET
5 insiders have filed intent to sell ($28.4M) and have not sold yet.
188 funds added or opened positions in the latest 13F quarter, of 346 holders.
The year, with the filings on it
Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail
TOTAL 12M RETURN +54.7%
+54.7%12M
-15%+9%+34%+58%2025-092025-102025-122026-032026-052026-072026-09 2026-08-24 · Singh Jesse G sold $8.0M2026-08-21 · Singh Jesse G sold $8.0M2026-08-24 · Singh Jesse G sold $3.6M2026-08-21 · Singh Jesse G sold $3.6M2026-08-21 · Singh Jesse G sold $3.1M2026-08-25 · Skelly Jonathan sold $1.5M2026-08-25 · Skelly Jonathan sold $456.8K2026-06-02 · Rowland Suzanne B bought $68.7K2026-08-25 · Skelly Jonathan filed to sell $2.0M2026-08-24 · Jesse Singh filed to sell $3.6M2026-08-24 · Singh Jesse G filed to sell $8.0M2026-08-21 · Jesse Singh filed to sell $6.7M2026-08-21 · Singh Jesse G filed to sell $8.0M
INSIDER BUYINSIDER SELLFORM 144
INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY
Live price
Daily candles from TradingView, on their licence — no filings are marked on this one
WHY THIS NAME IS ON THE DESK
Insiders have filed to sell — before selling.
The record shows a net $28.2M sold by insiders over 180 days, 188 funds added last quarter, $28.4M in planned Form 144 sales. Every figure is a federal filing, dated the day it became public.
Same sector, ranked by filing activity
Sector from the SEC's own SIC classification
Insider transactions
Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, James Hardie Industries plc insiders sold a net $28.2M of stock across 8 Form 4 purchases and sales, with 1 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-06.

INSIDER
FILED
SHARES
VALUE
Skelly Jonathan
Pres. James Hardie NA
SELL
2026-08-25
15,000.0
$456.8K
Skelly Jonathan
Pres. James Hardie NA
SELL
2026-08-25
50,000.0
$1.5M
Singh Jesse G
Director
SELL
2026-08-24
120,000.0
$3.6M
Singh Jesse G
Director
SELL
2026-08-24
265,100.0
$8.0M
Singh Jesse G
Director
SELL
2026-08-21
103,400.0
$3.1M
8 TRANSACTIONS ON RECORD

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Institutional holders
13F · holdings as of the latest quarter funds have reported
WELLINGTON MANAGEMENT GROUP LLP
40,841,163.0 sh
$1.1B
FMR LLC
37,790,521.0 sh
$989.4M
D1 Capital Partners L.P.
27,545,516.0 sh
$721.1M
MILLENNIUM MANAGEMENT LLC
14,088,186.0 sh
$368.8M
Invesco Ltd.
11,913,790.0 sh
$311.9M
SCHEDULE 13D/G
No 5%+ ownership filings
Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.
Planned sales · Form 144
Filed before the sale — intent, not a trade
Skelly Jonathan
FILED 2026-08-25
$2.0M
Jesse Singh
FILED 2026-08-24
$3.6M
Singh Jesse G
FILED 2026-08-24
$8.0M
Jesse Singh
FILED 2026-08-21
$6.7M
Singh Jesse G
FILED 2026-08-21
$8.0M
Fund concentration
N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show
NexPoint Event Driven Fund
$2.6M POSITION · AS OF 2026-03-31
3.3%
COMMONWEALTH REAL ESTATE SECURITIES FUND
$524.8K POSITION · AS OF 2026-04-30
3.2%
Thompson MidCap Fund
$671.7K POSITION · AS OF 2026-02-28
1.2%
COMMONWEALTH GLOBAL FUND
$136.4K POSITION · AS OF 2026-04-30
0.8%
GreenFi Redwood Fund
$871.6K POSITION · AS OF 2026-03-31
0.6%
SBH SMALL CAP CORE FUND
$477.8K POSITION · AS OF 2026-03-31
0.5%
SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK
Executive pay vs shareholder return · Mr. Erter
DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself
FY
CEO TOTAL
ACTUALLY PAID
OTHER NEOs AVG
TSR
PEER TSR
2025
$6.5M
-$2.5M
$5.1M
-13%
+24%
2024
$10.9M
-$12.5M
$2.4M
+9%
+7%
2023
$11.1M
$45.1M
$3.1M
+87%
+15%
TAGGED BY THE COMPANY UNDER SEC ITEM 402(v) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP
Fundamentals
Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all
2026-032025-032024-032023-03
REVENUE$4.8B$3.9B$3.9B$3.8B
GROSS PROFIT$1.7B$1.5B$1.6B$1.3B
OPERATING INCOME$447.6M$655.9M$767.4M$741.4M
NET INCOME$104.0M$424.0M$510.2M$512.0M
EPS (DILUTED)0.190.981.161.15
OPERATING CASH FLOW$589.8M$802.8M$914.2M$607.6M
CASH$269.2M$562.7M$365.0M$113.0M
LONG-TERM DEBT$4.5B$1.1B$1.1B$1.1B
BUYBACKS$0$149.9M$271.4M$78.4M
DIVIDENDS PAID$0$0$129.6M
SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-06 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE
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Public filings, honestly analyzed. Official US government sources in one desk — every figure carries the date it was filed, and the methodology is published, backtest included.

SEC FORM 4FORM 13F 13D/GFORM 144XBRL STOCK ACTCONTRACTSFEC CFPBNRC
© 2026 WAVEMAN · SOURCE: SEC EDGAR & OFFICIAL GOVERNMENT DATA · NOT INVESTMENT ADVICE · CHART BY TRADINGVIEW · UPDATED 2026-09-06 ALL SYSTEMS LIVE FOR MACHINES →