JHIUFJAMES HARDIE INDS PLC

CUSIP: G4253H101

Guru Owners

$508.2M

Total Value Held

24.5M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Dan Sundheim	D1 Capital Partners	24402713	$506.4M	4.73%	$20.75	Q4 2025
Mairs & Power	Mairs & Power	90673	$1.9M	0.02%	$20.75	Q4 2025

Dan Sundheim

$506.4M

4.73%

Mairs & Power

$1.9M

0.02%

📊 Fundamentals

Market Cap$15.1B

P/E Ratio94.6x

Above market avg

P/FCF50.2x

EPS (TTM)$0.24

Revenue (TTM)$4.4B

Profit Margin2.71%

Beta0.88

52-Week Range

$17.58

$34.31

Current: $22.70

Data from Yahoo Finance · refreshed every 4 hours

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

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

15%analyst est. 15.1%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

6.8%current: 6.8%

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