AWI
Armstrong World Industries
3 super-investors hold AWI worth a combined $327M. The largest position: Yacktman Asset Management at 1.6% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 33 — ranked #274 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.
Why super-investors own AWI
The headline development this quarter is John Armitage initiating a new $74M position in AWI, bringing cohort ownership from one to two holders — though the eight-quarter history shows this name was essentially absent from super-investor portfolios until Yacktman Asset Management established its stake last quarter. Yacktman remains the highest-conviction holder at 1.6% of its portfolio ($122M), while Greenblatt carries a smaller $131M position at just 0.1% concentration. Combined, three managers hold $327M in Armstrong World Industries. With no trims or exits and a fresh initiation, near-term directional interest is clearly rising, albeit from a very low base within this cohort.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | 0.1% | 37q | $131M | 795,281 |
| 2 | Yacktman Asset Management | 1.6% | 21q | $122M | 741,937 |
| 3 | John Armitage | 0.8% | — 1q | $74M | 448,036 |
Owners of AWI also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| John Armitage | NEW | 0.8% | +100% | $74M | May 13, 2026 |
Long US equity 13F-HR filings only. CUSIP 04247X102. Not investment advice.