Sachem Head Capital Management’s Armstrong World Industries AWI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-1,045,000	Closed	-$60M	–	11
2014 Q2	$60M	Buy	1,045,000 +645,000	+161%	+$37M	6.13%	7
2014 Q1	$21.3M	Buy	+400,000	New	+$21.3M	3.33%	11