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

Kingdon 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
2015 Q4	–	Sell	-368,777	Closed	-$17.6M	–	118
2015 Q3	$17.6M	Sell	368,777 -352,932	-49%	-$19.4M	0.85%	39
2015 Q2	$38.5M	Buy	721,709 +277,013	+62%	+$15.4M	1.5%	15
2015 Q1	$25.6M	Buy	+444,696	New	+$23.8M	1.08%	20
2013 Q4	–	Sell	-225,000	Closed	-$12.4M	–	179
2013 Q3	$12.4M	Buy	225,000 +160,000	+246%	+$8.09M	0.61%	46
2013 Q2	$3.11M	Buy	+65,000	New	+$3.33M	0.18%	137

Other funds holding AWI

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

EPCM

Eton Park Capital Management New York $2.28B AUM 33.59% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return

NCMU

NAYA Capital Management (UK) London, United Kingdom $2.08B AUM 63.16% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Kingdon Capital Management's AWI Position: Q4 2015 in Review

Kingdon Capital Management sold out of Armstrong World Industries (AWI) in Q4 2015, closing a stake of 368,777 shares — an estimated $17.6M sold.

Kingdon Capital Management first reported a position in AWI in Q2 2013 and held it in 5 quarters. The position peaked at $38.5M in Q2 2015. 168 funds tracked by Wall St. Rank hold AWI as of Q4 2015.

Kingdon Capital Management reported no remaining Armstrong World Industries position as of Q4 2015 after selling out during the quarter.
Kingdon Capital Management sold 368,777 Armstrong World Industries shares in Q4 2015, an estimated $17.6M.
Kingdon Capital Management first reported a position in Armstrong World Industries in Q2 2013 and held it in 5 quarters.
Kingdon Capital Management's Armstrong World Industries position peaked at $38.5M in Q2 2015.
168 funds tracked by Wall St. Rank held Armstrong World Industries as of Q4 2015.

Based on Kingdon Capital Management's 13F filing for Q4 2015, filed 16 Feb 2016.