Baron Real Estate Fund Q3 2026 Portfolio Activity

Shares of Airbnb, Inc. performed well in the quarter following strong second quarter results that exceeded expectations and a confident outlook for sustained growth acceleration. Shares of Mohawk contributed to performance this quarter, driven by optimism around the company's leadership transition as well as strong second quarter earnings results. Following strong share price performance in the first six months of 2026 when its shares gained 38% through June 30, 2026, the shares of PENN Entertainment, Inc. detracted from performance during the quarter amid broad weakness in gaming stocks.

Seeking Alpha • Oct 26, 2026

James Hardie Announces Timing of Second Quarter FY27 Earnings Release and Conference Call

CHICAGO--(BUSINESS WIRE)--James Hardie Q2 FY27 Earnings Release Date.

Business Wire • Oct 22, 2026

James Hardie Launches “The Home of Resilient Beauty™,” Uniting Its Portfolio of Brands to Advance the Future of Resilient Building Products

CHICAGO--(BUSINESS WIRE)--James Hardie Building Products Inc., (“James Hardie” or the “Company”), a leading provider of exterior home and outdoor living solutions, today announced the launch of “The Home of Resilient Beauty™,” a new masterbrand platform that brings the Company's portfolio of high-performance, low-maintenance exterior and outdoor living brands – including Hardie®, TimberTech®, AZEK® and StruXure® - together around a shared commitment for the future of homebuilding and remodeling.

Business Wire • Oct 21, 2026

James Hardie Announces Appointment of New Non-Executive Director

CHICAGO--(BUSINESS WIRE)--James Hardie Industries plc (NYSE / ASX: JHX) ("James Hardie" or the "Company"), a leading provider of exterior home and outdoor living solutions, is pleased to announce the appointment of Jennifer Kong-Picarello as an independent non-executive director of James Hardie to be effective October 1, 2026. Ms. Kong-Picarello, a resident of the United States, is a serving public company Chief Financial Officer with more than 25 years of leadership across NYSE-listed and mult.

Business Wire • Oct 1, 2026

James Hardie Industries plc (JHX) Analyst/Investor Day Transcript

James Hardie Industries plc (JHX) Analyst/Investor Day Transcript

Seeking Alpha • Sep 16, 2026

James Hardie Hosts 2026 Investor Day, Outlines Path to Long-term Value Creation

NEW YORK--(BUSINESS WIRE)--James Hardie Hosts 2026 Investor Day, Outlines Path to Long-term Value Creation.

Business Wire • Sep 15, 2026

What Makes James Hardie (JHX) a Strong Momentum Stock: Buy Now?

Does James Hardie (JHX) have what it takes to be a top stock pick for momentum investors? Let's find out.

Zacks Investment Research • Aug 20, 2026

James Hardie Selling European Fermacell Business for $980 Million to Holcim

James Hardie Industries will sell its European Fermacell business to Swiss building-materials company Holcim as it seeks to focus on higher-growth and higher-return markets.

WSJ • Aug 20, 2026

James Hardie Announces Strategic Divestiture of European Operations, Including Sale of Fermacell to Holcim for €840 Million

CHICAGO--(BUSINESS WIRE)--James Hardie Industries plc (NYSE / ASX: JHX) (“James Hardie” or the “Company”), a leading provider of exterior home and outdoor living solutions, today announced a strategic divestiture of its European operations to further align the Company's portfolio with its long-term growth strategy. The Company has entered into an agreement to sell its sustainable walling and flooring solutions business Fermacell in Europe, including the fermacell® and Aestuver® brands, to Holci.

Business Wire • Aug 20, 2026

Invesco Small Cap Value Fund Q2 2026 Portfolio Activity

Teleflex management's efforts to simplify the business and return capital to shareholders should, in our view, create an opportunity for valuation improvement. Given Orion stock's recent strength, we opted to sell the position to fund other opportunities that we believe have better potential upside to intrinsic value. MKS stock's strong performance reflected broad-based AI investment demand and ongoing spending on advanced computing infrastructure.

Seeking Alpha • Aug 20, 2026