Follow-The-Filings

Security

AWI

Armstrong World Inds Inc. New · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

15 owners 2 new 2 exits max 1.6% (Don Yacktman - Yacktman A...)

grid → activity →
owners 15
max % 1.6%
tracked value $1.8B
qoq N 2 A 9 R 2 E 2

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Don Yacktman - Yacktman Asset Management LP 2026 Q1 1.6% Add -0.35 pp 741,937 $122M hist
John Armitage - Egerton Capital (UK) LLP 2026 Q2 stale 1.4% Add +0.61 pp 925,394 $148M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.1% Add -0.01 pp 1,119,557 $180M hist
Natixis Advisors, LLC 2026 Q1 0.1% Reduce -0.01 pp 335,874 $55M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Add 0.00 pp 142,799 $24M hist
Two Sigma Investments, LP 2025 Q4 stale 0.1% Exit -0.06 pp 237,906 $45M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% New 0.0% 205,479 $34M hist
Renaissance Technologies LLC 2026 Q1 0.0% Add 0.00 pp 118,700 $20M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add +0.01 pp 795,281 $131M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add +0.02 pp 348,379 $57M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Add +0.01 pp 30,757 $5M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 4,441,765 $849M hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.01 pp 563,661 $108M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% New 0.0% 79,517 $13M hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 1,451 $239 hist
Dmitry Balyasny - Balyasny Asset Management L.P. exited 2026 Q1 last 2025 Q4 0.1% Exit -0.05 pp 209,256 $40M hist
Polen Capital Management LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 1,511 $289 hist

15 current · 2 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $1.3B $1.45B $1.62B
Gross profit $497M $581.6M $658.7M
Gross margin * 38.4% 40.2% 40.6%
Net income $223.8M $264.9M $308.7M
Net margin * 17.3% 18.3% 19.0%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $313M $348.9M $391.5M
Total non-current assets * $1.36B $1.49B $1.53B
Total assets $1.67B $1.84B $1.92B
Total current liabilities $194.5M $249.7M $267.4M
Total non-current liabilities $886.1M $835.9M $756.6M
Total equity $591.8M $757.1M $900.7M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $233.5M $266.8M $355.5M
Cash from investing -$10.4M -$79.3M -$3.6M
Cash from financing -$258.6M -$177.6M -$319.3M
Net change in cash -$35.2M $8.5M $33.4M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders