Mairs & Power Small Cap Fund Added James Hardie Industries (JHX) Following the Acquisition

5 hours ago 2

Soumya Eswaran

Thu, December 11, 2025 astatine 7:29 AM CST 2 min read

Mairs & Power, an concern advisor, released the third-quarter 2025 capitalist missive for the “Mairs & Power Small Cap Fund.” A transcript of the missive tin be downloaded here. The market’s attraction persists successful 2025, with a fewer ascendant mega-cap stocks tied to artificial quality (AI) driving astir of the favorable outcomes. The money returned 2.06% successful the archetypal 9 months of 2025. The money underperformed the benchmark Russell 2000 Total Returns (TR) Index, which was up 10.39%, the S&P Small Cap 600 TR, which roseate 4.24% and the Morningstar U.S. Fund Small Blend, which returned 6.15%. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Mairs & Power Small Cap Fund highlighted stocks specified arsenic James Hardie Industries plc (NYSE:JHX). Based successful Dublin, Ireland, James Hardie Industries plc (NYSE:JHX) manufactures and supplies fibre cement, fibre gypsum, and cement-bonded gathering products. The one-month instrumentality of James Hardie Industries plc (NYSE:JHX) was 19.28%, and its shares mislaid 41.58% of their worth implicit the past 52 weeks. On December 10, 2025, James Hardie Industries plc (NYSE:JHX) banal closed astatine $19.98 per share, with a marketplace capitalization of $11.574 billion.

Mairs & Power Small Cap Fund stated the pursuing regarding James Hardie Industries plc (NYSE:JHX) successful its 3rd 4th 2025 capitalist letter:

"The Fund besides started a presumption successful James Hardie Industries plc (NYSE:JHX) aft the company’s acquisition of our semipermanent holding, AZEK Company. James Hardie is simply a starring supplier of fiber-cement gathering solutions, producing and selling siding, and cement-bonded boards for residential and commercialized construction, and should payment from shared innovation with and transverse selling of the acquired AZEK merchandise portfolio."

James Hardie (JHX) Jumps 7% arsenic Analyst Turns Bullish

James Hardie Industries plc (NYSE:JHX) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 44 hedge money portfolios held James Hardie Industries plc (NYSE:JHX) astatine the extremity of the 3rd quarter, which was 32 successful the erstwhile quarter. While we admit the imaginable of James Hardie Industries plc (NYSE:JHX) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

In another article, we covered James Hardie Industries plc (NYSE:JHX) and shared Alger Spectra Fund's views connected the company. In addition, delight cheque retired our hedge money capitalist letters Q3 2025 page for much capitalist letters from hedge funds and different starring investors.