Armstrong World Industries’ (AWI) Growth Initiatives Regaining Traction
The London Company released its Q1 2026 investor letter for “The London Company Small-Mid Cap Strategy”.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Egerton Capital Limited John Armitage | 925,394 | $148,451,705 | +107% | 1.43% |
| 2. | Walleye Capital Will England | 32,286 | $5,179,320 | +536% | 0.02% |
| 3. | Bayforest Capital Theodoros Tsagaris | 122 | $19,571 | +35% | 0.02% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $173.91 | 575 | $99,998.25 | 19,451 | 2026-02-27 | Filing | |
| $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 |
| 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. | 694,210 | $111,365,168 | 1.24% | |
| 2. | 270,613 | $43,411,676 | 0.01% | |
| 3. | 229,378 | $36,796,819 | 0.43% | |
| 4. | 221,632 | $35,554,240 | 0.01% | |
| 5. | 205,752 | $33,006,736 | 0.02% |