Guru Ownership Over Time
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 Q3 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $89.64 M.
Top institutional holders include Richard Pzena and First Eagle Investment.
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 62.4%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 0.25% | Add 0.4% | 1,152,739 | $76.96 M | Q3 2025 | |
| 0.02% | Add 20.4% | 159,300 | $10.63 M | Q3 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 | |
| 0.00% | Reduce -62.4% | 30,100 | $2.01 M | Q3 2025 | |
| 0.02% | Add 12.9% | 24,218 | $1.62 M | Q3 2025 | |
| 0.01% | New Buy | 19,534 | $1.3 M | Q3 2025 | |
| 0.00% | Reduce -2.0% | 6,914 | $461,579 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for American Woodmark Corporation (AMWD)
Top Guru holders include Richard Pzena ($76.96 M), First Eagle Investment ($10.63 M), HOTCHKIS & WILEY ($10.31 M). Collectively, tracked Gurus hold 1.58 M shares.
Based on recent 13F filings, the sentiment is **Negative (Net Sell)**. There was a net outflow of $1.01 M, with 5 Gurus buying and 5 Gurus selling.
In the recent quarter, 3 Gurus reduced their positions, and 2 Gurus sold out of AMWD completely. Total sell value was $4.69 M.
Yes, 1 Gurus opened new positions in AMWD, and 4 added to their existing holdings. Total buy value was $3.68 M.