PCM
AMWD

Penn Capital Management’s American Woodmark AMWD Stock Holding History

Penn Capital Management’s Portfolio AMWD Stock Details AMWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-28,854
Closed -$1.54M – 173
2025
Q2 		$1.54M Buy
28,854
+18,222
+171% +$1.03M 0.13% 101
2025
Q1 		$625K Buy
+10,632
New +$752K 0.06% 118
2014
Q3 		– Sell
-106,280
Closed -$3.39M – 283
2014
Q2 		$3.39M Buy
106,280
+8,632
+9% +$263K 0.13% 177
2014
Q1 		$3.29M Buy
97,648
+16,655
+21% +$572K 0.13% 174
2013
Q4 		$3.2M Buy
+80,993
New +$2.81M 0.12% 195

Other funds holding AMWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Penn Capital Management's AMWD Position: Q3 2025 in Review

Penn Capital Management sold out of American Woodmark (AMWD) in Q3 2025, closing a stake of 28,854 shares — an estimated $1.54M sold.

Penn Capital Management first reported a position in AMWD in Q4 2013 and held it in 5 quarters. The position peaked at $3.39M in Q2 2014. 190 funds tracked by Wall St. Rank hold AMWD as of Q3 2025.

  • Penn Capital Management reported no remaining American Woodmark position as of Q3 2025 after selling out during the quarter.
  • Penn Capital Management sold 28,854 American Woodmark shares in Q3 2025, an estimated $1.54M.
  • Penn Capital Management first reported a position in American Woodmark in Q4 2013 and held it in 5 quarters.
  • Penn Capital Management's American Woodmark position peaked at $3.39M in Q2 2014.
  • 190 funds tracked by Wall St. Rank held American Woodmark as of Q3 2025.

Based on Penn Capital Management's 13F filing for Q3 2025, filed 24 Nov 2025.