TwinBeech Capital’s Armstrong World Industries AWI Stock Holding History

TwinBeech Capital’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
2025 Q4	–	Sell	-1,547	Closed	-$303K	–	598
2025 Q3	$303K	Sell	1,547 -37,231	-96%	-$6.92M	0.01%	468
2025 Q2	$6.3M	Sell	38,778 -3,025	-7%	-$449K	0.14%	176
2025 Q1	$5.89M	Buy	+41,803	New	+$6.16M	0.11%	221
2023 Q3	–	Sell	-5,945	Closed	-$437K	–	635
2023 Q2	$437K	Sell	5,945 -26,723	-82%	-$1.82M	0.01%	515
2023 Q1	$2.33M	Sell	32,668 -22,703	-41%	-$1.7M	0.05%	352
2022 Q4	$3.8M	Buy	+55,371	New	+$4.18M	0.07%	318
2022 Q3	–	Sell	-35,188	Closed	-$2.64M	–	621
2022 Q2	$2.64M	Buy	+35,188	New	+$2.98M	0.12%	185
2021 Q2	–	Sell	-3,805	Closed	-$343K	–	443
2021 Q1	$343K	Sell	3,805 -6,786	-64%	-$576K	0.05%	354
2020 Q4	$788K	Buy	+10,591	New	+$766K	0.13%	215
2020 Q3	–	Sell	-8,802	Closed	-$686K	–	424
2020 Q2	$686K	Buy	+8,802	New	+$667K	0.15%	188
2020 Q1	–	Sell	-2,165	Closed	-$203K	–	290
2019 Q4	$203K	Buy	+2,165	New	+$207K	0.06%	357

Other funds holding AWI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

TwinBeech Capital's AWI Position: Q4 2025 in Review

TwinBeech Capital sold out of Armstrong World Industries (AWI) in Q4 2025, closing a stake of 1,547 shares — an estimated $303K sold.

TwinBeech Capital first reported a position in AWI in Q4 2019 and held it in 11 quarters. The position peaked at $6.3M in Q2 2025. 517 funds tracked by Wall St. Rank hold AWI as of Q4 2025.

TwinBeech Capital reported no remaining Armstrong World Industries position as of Q4 2025 after selling out during the quarter.
TwinBeech Capital sold 1,547 Armstrong World Industries shares in Q4 2025, an estimated $303K.
TwinBeech Capital first reported a position in Armstrong World Industries in Q4 2019 and held it in 11 quarters.
TwinBeech Capital's Armstrong World Industries position peaked at $6.3M in Q2 2025.
517 funds tracked by Wall St. Rank held Armstrong World Industries as of Q4 2025.

Based on TwinBeech Capital's 13F filing for Q4 2025, filed 17 Feb 2026.