STOCK TITAN

Wellington Reports 58.39M Shares, 10.08% of James Hardie

(Neutral)
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Wellington Management reports beneficial ownership of 58,388,593 shares of James Hardie Industries plc common stock, equal to 10.08% of the class. The filing shows no sole voting or dispositive power; voting and disposition are reported as shared with 47,670,210 shares shown for shared voting power and 58,388,593 for shared dispositive power.

The shares are held of record for clients of multiple Wellington investment advisers and are reported under the holdings of several Wellington entities (classified as HC and IA). The filing is made on Schedule 13G, indicating the position is reported as a passive investment and not held to influence control.

Positive

  • Material, clearly disclosed stake of 58,388,593 shares representing 10.08%
  • Passive classification via Schedule 13G indicates no intent to influence control as certified

Negative

  • Shared voting power of 47,670,210 could limit clarity on which clients influence votes
  • No sole dispositive or voting power reported, which may reduce direct influence despite the large stake

Insights

Wellington holds a material passive stake of 10.08% in James Hardie.

Ownership of 58,388,593 shares and shared voting power of 47,670,210 indicates meaningful scale among institutional holders without sole control. The position is reported on Schedule 13G, which classifies it as passive under the rules cited.

Risks to watch include any shift from a 13G to a more active 13D filing if voting or disposition patterns change; monitor future ownership updates and any disclosure of clients with >5% rights, which would materially alter the passive characterization within a short-term reporting window.

Report structure shows holdings are held for clients across Wellington advisers and parent entities.

The filing ties record ownership to clients of several Wellington investment advisers and lists parent/subsidiary relationships among reporting entities, consistent with disclosure rules for aggregated beneficial ownership. The statement contains explicit certifications that the securities are held in the ordinary course of business and not for control.

Material compliance items to monitor are any amendments if client allocations change or if any single client exceeds 5% of the class; such changes would require additional identification under the rules in subsequent filings.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What stake does Wellington hold in James Hardie (JHIUF)?

Wellington reports beneficial ownership of 58,388,593 shares, equal to 10.08% of the class.

Does Wellington have sole voting or dispositive power over JHIUF shares?

No. The filing reports 0 shares for sole voting and sole dispositive power; voting and disposition are reported as shared.

Is Wellington reporting this position as passive or active for JHIUF?

The position is reported on Schedule 13G, and the filing includes a certification that the securities are held in the ordinary course of business and not to influence control, indicating a passive position.

Are the shares held directly by Wellington or on behalf of clients?

The shares are owned of record by clients of Wellington investment advisers and are reported through several Wellington entities.

Could this filing change if a client exceeds 5% of the class?

Yes. The filing states no known client holds more than 5%; if a client later exceeds 5%, additional identification would be required in subsequent filings.





Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Wellington Management Group LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:10/07/2025
Wellington Group Holdings LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:10/07/2025
Wellington Investment Advisors Holdings LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:10/07/2025
Wellington Management Company LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:10/07/2025