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
2026 Q2	$2.43M	Buy	+15,150	New	+$2.48M	0.44%	74
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

ECU

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

TwinBeech Capital's AWI Position: Q2 2026 in Review

TwinBeech Capital opened a new position in Armstrong World Industries (AWI) in Q2 2026: 15,150 shares worth $2.43M. The stake represents 0.44% of the portfolio and ranks #74 among its holdings. This is a return to the name: TwinBeech Capital previously reported a position in AWI as recently as Q3 2025.

TwinBeech Capital first reported a position in AWI in Q4 2019 and has held it in 12 quarters since. The position peaked at $6.3M in Q2 2025. 478 funds tracked by Wall St. Rank hold AWI as of Q2 2026.

TwinBeech Capital held 15,150 shares of Armstrong World Industries worth $2.43M as of Q2 2026.
Armstrong World Industries was a new TwinBeech Capital position in Q2 2026.
Armstrong World Industries made up 0.44% of TwinBeech Capital's portfolio in Q2 2026, its #74 holding.
TwinBeech Capital first reported a position in Armstrong World Industries in Q4 2019 and has held it in 12 quarters since.
TwinBeech Capital's Armstrong World Industries position peaked at $6.3M in Q2 2025.
478 funds tracked by Wall St. Rank held Armstrong World Industries as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.