Armstrong World Industries (AWI) Exceeded Expectations in Q3
The London Company, an investment management company, released “The London Company Small Cap Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | AQR Capital Management Cliff Asness | 961,185 | $183,682,281 | +8% | 0.1% |
| 2. | Yacktman Asset Management Donald Yacktman | 741,742 | $141,746,896 | -3% | 1.98% |
| 3. | Citadel Investment Group Ken Griffin | 546,089 | $104,357,608 | +54% | 0.02% |
| 4. | Alyeska Investment Group Anand Parekh | 533,324 | $101,918,216 | +7% | 0.29% |
| 5. | Gates Capital Management Jeffrey Gates | 427,768 | $81,746,465 | -11% | 2.15% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $78.10 | 11 | $894.33 | 5,167 | 2022-11-15 | Filing | |
| $37.16 | 2,670 | $99,221.47 | 4,816 | 2016-11-02 | Filing | |
| $48.73 | 275,000 | $13,400,750.00 | 9,200,000 | 2014-07-31 | Filing | |
| $49.24 | 500,000 | $24,620,000.00 | 8,925,000 | 2014-07-30 | Filing | |
| $49.28 | 225,000 | $11,088,000.00 | 8,425,000 | 2014-07-29 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $188.78 | 100 | $18,878.00 | 4,241 | 2025-08-08 | Filing | |
| $131.49 | 364 | $47,862.36 | 0 | 2024-08-01 | Filing | |
| $99.02 | 22,914 | $2,268,866.37 | 332,435 | 2023-12-28 | Filing | |
| $80.14 | 6,835 | $547,756.90 | 38,218 | 2023-02-01 | Filing | |
| $68.83 | 25,689 | $1,768,150.75 | 332,435 | 2022-12-27 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 5,301,132 | $1,013,046,301 | 0.02% | |
| 2. | 4,441,765 | $848,821,292 | 0.01% | |
| 3. | 2,321,993 | $443,735,584 | 0.07% | |
| 4. | 1,866,241 | $356,641,429 | 2.06% | |
| 5. | 1,372,982 | $262,376,860 | 0.01% |