D1 Capital Partners L.P. 13F: Adds $94M to JHX Stake

D1 Capital Partners Expands Position in James Hardie Industries

D1 Capital Partners L.P. lifted its stake in James Hardie Industries plc (NYSE: JHX) during the period ended May 15, 2026, according to a Form 13F filing submitted to the Securities and Exchange Commission. The fund grew its holdings by a 15.9% margin, acquiring 3,897,570 additional shares to end the period with 28,300,283 shares. That expanded stake carried an estimated value of about $679.8 million.

Growth in James Hardie Shares

The previous holding stood at 24,402,713 shares. Because 13F disclosures look backward at portfolio snapshots from the reporting date, the filing may not reflect the investor's exact share count today.

James Hardie Stock Movement

The company's shares trade on the New York Stock Exchange under the ticker JHX. Over the past year, the stock has moved between a low of $16.46 and a high of $31.43, trading near its 200-day moving average of $23.63.

Recent Earnings Performance

For its recent financial reporting period, James Hardie posted $5.41 billion in revenue, marking a 6.3% growth rate. The company generated an earnings per share figure of $0.22, alongside a net profit margin of 2.69% and a return on equity of 3.31%. Market participants will look toward the company's next earnings update scheduled for November 5, 2026, for fresh financial details.

Insider Buying and Selling at James Hardie Industries plc

Company insiders have transacted in company stock across recent weeks. On June 15, 2026, Chief Operations Officer Ryan Kilcullen acquired 9,900 shares. On June 16, 2026, CFO Ryan Lada purchased 7,700 shares at a price of $24.45 for a total value of $188,265, and subsequently sold 7,495 shares at $25.48 for a total of $190,972. Jesse Singh also acquired 1,070 shares on June 15, 2026.

Wall Street Analyst Views

Analyst firms continue to adjust their outlooks on the building materials producer. On October 13, 2026, Baird maintained an Outperform rating with a $32.00 price target. Melius Research initiated coverage on October 6, 2026, with a Buy rating and a $36.00 target. Earlier, Citigroup moved to a Neutral rating on September 28, 2026, while Oppenheimer reiterated an Outperform rating with a $36.00 target on September 16, 2026. Loop Capital initiated coverage with a Buy rating and a $35.00 target on September 14, 2026. Barclays upgraded the stock to Overweight with a $35.00 target on August 10, 2026, and Stephens & Co. maintained an Overweight rating with a $34.00 target on August 7, 2026. Overall, the stock carries a strong buy recommendation and a mean price target of $35.25 across eight analyst opinions.

Inside James Hardie Industries Operations

Headquartered in Dublin, Ireland, James Hardie manufactures fiber cement, fiber gypsum, and cement-bonded boards for residential and commercial construction, repair, and remodeling markets. Its product lineup includes siding, trim, decking, and interior wall linings distributed globally through lumberyards, home improvement centers, and specialty building product networks.

Looking Ahead for James Hardie

Institutional investors and market participants will monitor upcoming regulatory disclosures and the scheduled November earnings report for new operational developments. Future filings will clarify whether large funds maintained or adjusted their positions further.