← Top Holdings
JHIUFJAMES HARDIE INDS PLC
CUSIP: G4253H101
3
Guru Owners
$541.2M
Total Value Held
28.6M
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| D1 Capital Partners | 28300283 | $536.0M | 4.77% | $18.94 | Q1 2026 | |
| Mairs & Power | 240761 | $4.6M | 0.05% | $18.94 | Q1 2026 | |
| Maverick Capital | 35531 | $673K | 0.01% | $18.94 | Q1 2026 |
📊 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
Quarter-by-Quarter Activity
Q1 '263 owners · $541.2M
Q4 '252 owners · $508.2M
Q3 '251 owners · $364.9M
No changes
💰 DCF Calculator
DCF model · 10-yr forecastEstimates 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