Which hedge funds own AWI? ARMSTRONG WORLD INDS INC NEW, Q2 2026 13F holders
67 tracked hedge funds disclosed a position in AWI (ARMSTRONG WORLD INDS INC NEW) in their Q2 2026 13F filings, worth $1.4bn in total. The largest holder by portfolio weight is TradeLink Capital LLC at 4.8% of its book. 21 opened a new position this quarter: Roubaix Capital, LLC, Twinbeech Capital LP, SummitTX Capital, L.P., ArrowMark Colorado Holdings LLC. 4 exited: Lecap Asset Management Ltd, Woodline Partners LP, Voleon Capital Management LP.
- 67
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 21
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 4
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $116m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $29.1m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $1.4bn
- Combined value Sum of the holders' reported positions in the security.
- 5.4%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Lecap Asset Management Ltd | 0.1% | $354k |
| Woodline Partners LP | 0.1% | $27.6m |
| Voleon Capital Management LP | 0.02% | $947k |
| Lighthouse Investment Partners, LLC | 0.01% | $220k |
Ownership over time
Who discovered AWI first? Beta
The run: Q1 2009 → Q4 2021, +955%
| ValueAct Holdings, L.P. high conviction | Q3 2014 | – | +1.1 pts |
| Sachem Head Capital Management LP high conviction | Q1 2014 | – | +0.3 pts |
| Long Pond Capital, LP | Q1 2014 | – | +0.2 pts |
| Ionic Capital Management LLC | Q1 2014 | – | +0.1 pts |
| QVT Financial LP | Q1 2014 | – | +0.1 pts |
| Samlyn Capital, LLC | Q2 2014 | – | 0.0 pts |
| Balyasny Asset Management L.P. | Q4 2013 | – | 0.0 pts |
| Standard Investments LLC high conviction | Q1 2014 | – | −1.1 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.