Monitor for any future conversion to Schedule 13D or changes in Vanguard's voting/dispositive power, which could signal a shift from passive to active stance. No immediate catalyst from this routine filing.
Price Chart
Executive Summary
Vanguard Capital Management LLC filed an amended Schedule 13G disclosing a 8.84% passive stake in James Hardie Industries plc as of September 30, 2026, representing 51,465,045 shares. The filing is a routine passive ownership update with no change in investment intent.
Key Financial Metrics
Key Facts
- Vanguard Capital Management LLC reported beneficial ownership of 51,465,045 shares of James Hardie Industries plc common stock as of September 30, 2026.
- The stake represents 8.84% of the outstanding shares.
- The filing is an amendment to Schedule 13G, indicating passive investment intent under Rule 13d-1(b).
- Vanguard has sole voting power over 17,040,599 shares and sole dispositive power over 51,465,045 shares.
- No single other person's interest in the reported securities exceeds 5%.
Financial Impact
8.84% passive stake valued at approximately $1.33 billion based on $15.1B market cap.
Risk Factors
- No material risks identified; this is a standard passive stake disclosure.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0002100119-26-001619 |
| Document: 0002100119-26-001619-index.html | 0002100119-26-001619 |
| Document: 0002100119-26-001619.txt | 0002100119-26-001619 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 2d ago | SC 13G/A | $27.05 | awaiting T+20 | awaiting T+20 | $27.24 (+0.72%) |
Oct 1, 2026 4w ago | 8-K | $24.99 $27.24 | ▲ +9.00% | ▲ +10.81% | $27.24 (+9.00%) |
Aug 27, 2026 9w ago | Insider Cluster | $29.77 $26.10 | ▼ −12.33% | ▼ −11.82% | $27.24 (−8.50%) |
Aug 10, 2026 11w ago | DEFA14A | $31.08 $28.91 | ▼ −6.98% | ▼ −5.92% | $27.24 (−12.36%) |
US Market Status
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