S&P 500: 681.27 -1.5% NASDAQ 100: 600.64 -2.0% Dow Jones: 494.67 -1.3%

American Woodmark Corporation

AMWD Consumer Discretionary
$57.1 $-2.64 (-4.42%)
Market Cap: $831.9 M
Gurus Holding
7
Popularity Rank
#981
% of Shares Held
9.61%
Net Activity (Q3 2025)
-$1.01 M

Guru Ownership Trend

Guru Analysis for American Woodmark Corporation (AMWD)

American Woodmark Corporation (AMWD), a key player in the Consumer Discretionary sector, continues to attract institutional attention.

As of Q4 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $79.93 M.

Top institutional holders include Richard Pzena and HOTCHKIS & WILEY.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $1.01 M net outflow during the quarter.

Recent activity highlights Ray Dalio who opened a new position. Conversely, Renaissance Technologies reduced exposure by 44.2%.

Key Holders

Top 5 by Value

$10.31 M
$2.07 M
$1.3 M
$1.13 M

Top 5 by Conviction

Recent Activity Breakdown (Q3 2025)

+$3.68 M
Total Buy Value
New Buys 1
Additions 4
-$4.69 M
Total Sell Value
Reductions 3
Sold Out 2

Guru Consensus (Q3 2025)

Based on recent activity
Net Sellers
5
Net Buyers
5

FAQs for American Woodmark Corporation (AMWD)

Major holders include Richard Pzena ($62 M), HOTCHKIS & WILEY ($10.31 M), Cliff Asness ($2.07 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 1.4 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $1.01 M, with 5 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 2 fully exited AMWD. The total reported sell value was $4.69 M.

Yes, 1 managers opened new positions in AMWD, and 4 increased their existing holdings. The total reported buy value was $3.68 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.19% Reduce -0.2% 1,150,214 $62 M Q4 2025
0.03% Reduce -7.0% 154,475 $10.31 M Q3 2025
0.00% Add 4.8% 30,959 $2.07 M Q3 2025
0.01% New Buy 19,534 $1.3 M Q3 2025
0.01% Reduce -13.3% 21,006 $1.13 M Q4 2025
0.00% Reduce -44.2% 16,800 $905,520 Q4 2025
0.00% Reduce -2.0% 6,914 $461,579 Q3 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form