Free · no sign-up · Q2 2026

Which funds own AWI

Armstrong World Inds Inc New in the Q2 2026 filings. At least 1 of the 91 current managers on file reported a position, worth $149m between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.

Managers holding: 1; at least, of 91 current
Combined value: $149m; as reported
Opened: 0; new this quarter
Added to: 1; already held
Trimmed or sold out: 1; 1 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
Egerton Capital UK LLP Long/short equity · $10.4bn book	$149m	1.4%	925,394	+$75m+477,358	Added

Sold out of this quarter

Valued at what the position was worth in the previous filing, because by this one it is gone.

Woodline Partners LP · Long/short equity$28m held before

Ownership through time

At least 11 of the 95 managers whose filings are on file listed AWI in Q2 2026, against 2 in Q2 2013. 4 managers fewer than in Q1 2026: 1 started a position; 2 listed it again; 7 no longer listed it among the positions read, which can mean a holding below the listed range, a filing that reported no holdings, or a filing not yet made.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

Balyasny Asset Management LLC$53m

Largest increases, by shares

Egerton Capital UK LLP448,036 to 925,394 shares+$77m
Balyasny Asset Management LLCnew: 329,196 shares+$53m
Arrowstreet Capital LP387,256 to 453,190 shares+$11m
Brevan Howard Capital Management LP16,883 to 26,135 shares+$1.5m

Largest decreases, by shares

Two Sigma Investments LP783,763 to 583,201 shares-$32m
Neuberger Berman Group LLC916,010 to 763,194 shares-$25m
Tudor Investment Corp212,485 to 150,836 shares-$9.9m
Voloridge Investment Management LLC121,343 to 78,248 shares-$6.9m
Quantbot Technologies LP33,091 to 17,839 shares-$2.4m

Left it

No manager on file is shown leaving it.

Manager	First listed	Largest	Q2 2026
Egerton Capital UK LLP	Q1 2026	$148m	$148m
Neuberger Berman Group LLC	Q2 2024	$195m	$122m
Two Sigma Investments LP	Q4 2013	$129m	$94m
Arrowstreet Capital LP	Q3 2020	$73m	$73m
Point72 Asset Management LP	Q1 2015	$59m	$59m
Balyasny Asset Management LLC	Q4 2013	$97m	$53m
Tudor Investment Corp	Q3 2013	$38m	$24m
Voloridge Investment Management LLC	Q4 2017	$20m	$13m
Brevan Howard Capital Management LP	Q4 2023	$4.2m	$4.2m
Quantbot Technologies LP	Q2 2015	$5.8m	$2.9m
Freestone Grove Partners LP	Q4 2025	$1.9m	$1.9m
T. Rowe Price Associates Inc	Q1 2015	$695m	last listed Q1 2024
ValueAct Holdings LP	Q2 2014	$557m	last listed Q1 2019
Wellington Management Group LLP	Q2 2013	$431m	last listed Q3 2014
Fidelity (FMR LLC)	Q2 2013	$320m	last listed Q3 2013
AQR Capital Management LLC	Q2 2018	$184m	last listed Q1 2026
AllianceBernstein LP	Q4 2018	$172m	last listed Q4 2025
D. E. Shaw & Co.	Q4 2014	$121m	last listed Q3 2019
Capital World Investors	Q3 2019	$118m	last listed Q3 2022
MFS Investment Management	Q4 2014	$114m	last listed Q1 2022
Tiger Global Management LLC	Q3 2016	$91m	last listed Q3 2017

What AWI is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around AWI →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

Comps ExplorerValue it against the peers it trades beside Every managerRead any of these books in full Deal tapeWhat buyers paid for whole companies, not slices Hedge fund interviewsHow the room runs, and the stock pitch it wants

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The holdings, every quarter, and the week between

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