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John Overdeck’s Armstrong World Industries AWI Stock Holding History

John Overdeck’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
2020
Q1 		– Sell
-7,800
Closed -$733K – 3089
2019
Q4 		$733K Sell
7,800
-11,300
-59% -$1.08M ﹤0.01% 2481
2019
Q3 		$1.85M Buy
19,100
+9,300
+95% +$896K 0.01% 1506
2019
Q2 		$953K Buy
+9,800
New +$876K ﹤0.01% 1965

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 40.91% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

John Overdeck's AWI Position: Q2 2026 in Review

John Overdeck reduced its Armstrong World Industries (AWI) stake by 26% in Q2 2026, selling an estimated $32.8M and leaving 583,201 shares worth $93.6M. The position accounts for 0.07% of the portfolio, ranked #326.

John Overdeck first reported a position in AWI in Q2 2013 and has held it in 47 quarters since. The position peaked at $129M in Q1 2026. 475 funds tracked by Wall St. Rank hold AWI as of Q2 2026.

  • John Overdeck held 583,201 shares of Armstrong World Industries worth $93.6M as of Q2 2026.
  • John Overdeck sold 200,562 Armstrong World Industries shares in Q2 2026, an estimated $32.8M.
  • Armstrong World Industries made up 0.07% of John Overdeck's portfolio in Q2 2026, its #326 holding.
  • John Overdeck first reported a position in Armstrong World Industries in Q2 2013 and has held it in 47 quarters since.
  • John Overdeck's Armstrong World Industries position peaked at $129M in Q1 2026.
  • 475 funds tracked by Wall St. Rank held Armstrong World Industries as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.