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American Woodmark Corporation

AMWD Consumer Discretionary
$38.9 +$0.47 (1.22%)
Market Cap: $566.76 M
Gurus Holding
4
Popularity Rank
#2648
% of Shares Held
13.11%
Net Activity (Q1 2026)
+$19.34 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 Q1 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $74.33 M.

Top institutional holders include Richard Pzena and HOTCHKIS & WILEY.

Institutional sentiment is currently Bullish. This is evidenced by a $19.34 M net inflow during the quarter.

Recent activity highlights Richard Pzena who increased their stake by 42.9%. Conversely, Cliff Asness reduced exposure by 56.0%.

Key Holders

Top 5 by Value

$65.46 M
$2.96 M
$309,838

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$21.78 M
Total Buy Value
New Buys 0
Additions 3
-$2.43 M
Total Sell Value
Reductions 1
Sold Out 2

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
3
Net Buyers
3

FAQs for American Woodmark Corporation (AMWD)

Major holders include Richard Pzena ($65.46 M), HOTCHKIS & WILEY ($7.37 M), Ray Dalio ($2.96 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 1.91 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $19.34 M, with 3 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 2 fully exited AMWD. The total reported sell value was $2.43 M.

Yes, 0 managers opened new positions in AMWD, and 3 increased their existing holdings. The total reported buy value was $21.78 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.21% Add 42.9% 1,643,562 $65.46 M Q1 2026
0.02% Add 21.1% 185,105 $7.37 M Q1 2026
0.01% Add 39.9% 74,236 $2.96 M Q1 2026
0.00% Reduce -56.0% 7,779 $309,838 Q1 2026
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