← Top Holdings

JHIUFJAMES HARDIE INDS PLC

CUSIP: G4253H101

3

Guru Owners

$541.2M

Total Value Held

28.6M

Total Shares

$536.0M
4.77%
$4.6M
0.05%
$673K
0.01%

📊 Fundamentals

Market Cap$14.8B
P/E Ratio134.3x
Above market avg
P/FCF40.0x
EPS (TTM)$0.19
Revenue (TTM)$4.8B
Profit Margin2.15%
Beta1.05

52-Week Range

$17.58
$28.00

Current: $25.52

Data from Yahoo Finance · refreshed every 4 hours

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$135.3M$270.6M$405.9M$541.2MQ3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '263 owners · $541.2M
INCREASEDDan Sundheim$536.0M
REDUCEDMairs & Power$4.6M
NEWLee Ainslie$673K
Q4 '252 owners · $508.2M
INCREASEDDan Sundheim$506.4M
NEWMairs & Power$1.9M
Q3 '251 owners · $364.9M

No changes

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
8%analyst est. 7.9%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
7.7%current: 7.7%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data