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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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Gates Capital Management increased its Armstrong World Industries (AWI) stake by 16% in Q1 2026, buying an estimated $12.9M and bringing the position to 498,268 shares worth $82.1M. The position accounts for 2.24% of the portfolio, ranked #22.

Gates Capital Management first reported a position in AWI in Q4 2017 and has held it in 34 quarters since. The position peaked at $157M in Q2 2023. 470 funds tracked by Wall St. Rank hold AWI as of Q1 2026.

  • Gates Capital Management held 498,268 shares of Armstrong World Industries worth $82.1M as of Q1 2026.
  • Gates Capital Management bought 70,500 Armstrong World Industries shares in Q1 2026, an estimated $12.9M.
  • Armstrong World Industries made up 2.24% of Gates Capital Management's portfolio in Q1 2026, its #22 holding.
  • Gates Capital Management first reported a position in Armstrong World Industries in Q4 2017 and has held it in 34 quarters since.
  • Gates Capital Management's Armstrong World Industries position peaked at $157M in Q2 2023.
  • 470 funds tracked by Wall St. Rank held Armstrong World Industries as of Q1 2026.

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