Harvey Partners’s Armstrong World Industries AWI Stock Holding History

Harvey Partners’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 Q2	$32.9M	Buy	205,087 +9,087	+5%	+$1.49M	2.25%	20
2026 Q1	$32.3M	Buy	196,000 +24,453	+14%	+$4.47M	2.57%	18
2025 Q4	$32.8M	Buy	171,547 +5,247	+3%	+$1M	2.91%	14
2025 Q3	$32.6M	Sell	166,300 -47,755	-22%	-$8.88M	2.9%	14
2025 Q2	$34.8M	Buy	214,055 +555	+0.3%	+$82.4K	3.41%	10
2025 Q1	$30.1M	Hold	213,500	–	–	3.51%	9
2024 Q4	$30.2M	Sell	213,500 -17,000	-7%	-$2.5M	3.35%	10
2024 Q3	$30.3M	Buy	230,500 +1,000	+0.4%	+$124K	3.45%	11
2024 Q2	$26M	Sell	229,500 -17,000	-7%	-$1.97M	3.13%	14
2024 Q1	$30.6M	Buy	246,500 +6,500	+3%	+$717K	3.24%	12
2023 Q4	$23.6M	Buy	240,000 +58,500	+32%	+$4.84M	2.68%	16
2023 Q3	$13.1M	Buy	+181,500	New	+$13.5M	1.66%	30
2020 Q3	–	Sell	-11,000	Closed	-$858K	–	45
2020 Q2	$858K	Buy	+11,000	New	+$834K	1.03%	30

Other funds holding AWI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Harvey Partners's AWI Position: Q2 2026 in Review

Harvey Partners increased its Armstrong World Industries (AWI) stake by 4.6% in Q2 2026, buying an estimated $1.49M and bringing the position to 205,087 shares worth $32.9M. The position accounts for 2.25% of the portfolio, ranked #20.

Harvey Partners first reported a position in AWI in Q2 2020 and has held it in 13 quarters since. The position peaked at $34.8M in Q2 2025. 477 funds tracked by Wall St. Rank hold AWI as of Q2 2026.

Harvey Partners held 205,087 shares of Armstrong World Industries worth $32.9M as of Q2 2026.
Harvey Partners bought 9,087 Armstrong World Industries shares in Q2 2026, an estimated $1.49M.
Armstrong World Industries made up 2.25% of Harvey Partners's portfolio in Q2 2026, its #20 holding.
Harvey Partners first reported a position in Armstrong World Industries in Q2 2020 and has held it in 13 quarters since.
Harvey Partners's Armstrong World Industries position peaked at $34.8M in Q2 2025.
477 funds tracked by Wall St. Rank held Armstrong World Industries as of Q2 2026.

Based on Harvey Partners's 13F filing for Q2 2026, filed 14 Aug 2026.