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Discovery Capital Management’s Armstrong World Industries AWI Stock Holding History

Discovery Capital Management’s Portfolio AWI Stock Details AWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-118,000
Closed -$22.5M – 83
2025
Q4 		$22.5M Buy
+118,000
New +$22.5M 1.22% 33
2013
Q4 		– Sell
-190,000
Closed -$10.4M – 137
2013
Q3 		$10.4M Buy
+190,000
New +$9.61M 0.09% 98

Other funds holding AWI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Discovery Capital Management's AWI Position: Q1 2026 in Review

Discovery Capital Management sold out of Armstrong World Industries (AWI) in Q1 2026, closing a stake of 118,000 shares — an estimated $22.5M sold.

Discovery Capital Management first reported a position in AWI in Q3 2013 and held it in 2 quarters. The position peaked at $22.5M in Q4 2025. 473 funds tracked by Wall St. Rank hold AWI as of Q1 2026.

  • Discovery Capital Management reported no remaining Armstrong World Industries position as of Q1 2026 after selling out during the quarter.
  • Discovery Capital Management sold 118,000 Armstrong World Industries shares in Q1 2026, an estimated $22.5M.
  • Discovery Capital Management first reported a position in Armstrong World Industries in Q3 2013 and held it in 2 quarters.
  • Discovery Capital Management's Armstrong World Industries position peaked at $22.5M in Q4 2025.
  • 473 funds tracked by Wall St. Rank held Armstrong World Industries as of Q1 2026.

Based on Discovery Capital Management's 13F filing for Q1 2026, filed 15 May 2026.