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

Gates 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
2022
Q4 		– Sell
-500,000
Closed -$39.6M – 28
2022
Q3 		$39.6M Buy
+500,000
New +$42.3M 1.45% 25

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
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Gates Capital Management's AWI Position: Q2 2026 in Review

Gates Capital Management increased its Armstrong World Industries (AWI) stake by 3% in Q2 2026, buying an estimated $2.45M and bringing the position to 513,283 shares worth $82.3M. The position accounts for 1.98% of the portfolio, ranked #23.

Gates Capital Management first reported a position in AWI in Q4 2017 and has held it in 35 quarters since. The position peaked at $157M in Q2 2023. 478 funds tracked by Wall St. Rank hold AWI as of Q2 2026.

  • Gates Capital Management held 513,283 shares of Armstrong World Industries worth $82.3M as of Q2 2026.
  • Gates Capital Management bought 15,015 Armstrong World Industries shares in Q2 2026, an estimated $2.45M.
  • Armstrong World Industries made up 1.98% of Gates Capital Management's portfolio in Q2 2026, its #23 holding.
  • Gates Capital Management first reported a position in Armstrong World Industries in Q4 2017 and has held it in 35 quarters since.
  • Gates Capital Management's Armstrong World Industries position peaked at $157M in Q2 2023.
  • 478 funds tracked by Wall St. Rank held Armstrong World Industries as of Q2 2026.

Based on Gates Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.