# James Hardie Industries (JHX): value investors who own it

2 value investors held James Hardie Industries in their Q3 2026 13F, led by Mairs & Power, First Eagle Investment Management.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Mairs & Power | 0.1% | $6.3m | Trimmed 0.0% | 3 |
| First Eagle Investment Management | 0.0% | $1.3m | Added +55% | 4 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-08-25 | Skelly Jonathan | Pres. James Hardie NA | Sold | 50000 | $1.5m |
| 2026-08-25 | Skelly Jonathan | Pres. James Hardie NA | Sold | 15000 | $457k |
| 2026-08-24 | Singh Jesse G | Director | Sold | 265100 | $8.0m |
| 2026-08-24 | Singh Jesse G | Director | Sold | 120000 | $3.6m |
| 2026-08-21 | Singh Jesse G | Director | Sold | 265000 | $8.0m |
| 2026-08-21 | Singh Jesse G | Director | Sold | 118057 | $3.6m |
| 2026-08-21 | Singh Jesse G | Director | Sold | 103400 | $3.1m |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Mairs & Power Small Cap Fund | Mairs & Power | 2.2% | $5.9m | 2026-06-30 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/jhx). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.