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Armstrong World Industries, Inc.

AWI Industrials
$157.42 +$0.27 (0.17%)
Market Cap: $6.72 B
Gurus Holding
8
Popularity Rank
#867
% of Shares Held
5.34%
Net Activity (Q1 2026)
+$138.35 M

Guru Ownership Trend

Guru Analysis for Armstrong World Industries, Inc. (AWI)

Armstrong World Industries, Inc. (AWI), a key player in the Industrials sector, continues to attract institutional attention.

As of Q1 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $359.07 M.

Top institutional holders include Cliff Asness and John Armitage.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $138.35 M net inflow during the quarter.

Recent activity highlights Jefferies Group who increased their stake by 177.3%.

Key Holders

Top 5 by Value

$179.89 M
$73.84 M
$35.02 M
$33.86 M
$23.53 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$144.85 M
Total Buy Value
New Buys 2
Additions 6
-$6.5 M
Total Sell Value
Reductions 0
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
1
Net Buyers
8

FAQs for Armstrong World Industries, Inc. (AWI)

Major holders include Cliff Asness ($179.89 M), John Armitage ($73.84 M), Paul Tudor Jones ($35.02 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 2.28 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $138.35 M, with 8 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 0 managers trimmed their positions, while 1 fully exited AWI. The total reported sell value was $6.5 M.

Yes, 2 managers opened new positions in AWI, and 6 increased their existing holdings. The total reported buy value was $144.85 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.08% Add 16.5% 1,119,557 $179.89 M Q1 2026
0.82% New Buy 448,036 $73.84 M Q1 2026
0.06% Add 6.5% 212,485 $35.02 M Q1 2026
0.04% New Buy 205,479 $33.86 M Q1 2026
0.07% Add 40.9% 142,799 $23.53 M Q1 2026
0.03% Add 1.2% 118,700 $19.56 M Q1 2026
0.02% Add 74.3% 30,757 $5.07 M Q1 2026
0.00% Add 177.3% 3,164 $521,428 Q1 2026
Date
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Transaction
Value
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SEC Form