AMWDAMERICAN WOODMARK CORPORATIO

CUSIP: 030506109

Guru Owners

$64.9M

Total Value Held

1.2M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Richard Pzena	Pzena Investment Management	1150214	$62.0M	0.19%	$53.90	Q4 2025
Ray Dalio	Bridgewater Associates	53070	$2.9M	0.01%	$53.90	Q4 2025

Richard Pzena

$62.0M

0.19%

Ray Dalio

$2.9M

0.01%

📊 Fundamentals

Market Cap$640.8M

P/E Ratio37.9x

Above market avg

Forward P/E24.5x

P/FCF16.9x

EPS (TTM)$1.16

Revenue (TTM)$1.5B

Profit Margin1.15%

Beta1.27

52-Week Range

$42.60

$72.16

Current: $43.98

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 37.9x trailing earnings → 24.5x forward · 1.2% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '252 owners · $64.9M

REDUCEDRichard Pzena$62.0M

INCREASEDRay Dalio$2.9M

Q3 '252 owners · $78.3M

INCREASEDRichard Pzena$77.0M

NEWRay Dalio$1.3M

Q2 '251 owners · $61.3M

REDUCEDRichard Pzena$61.3M

Q1 '251 owners · $49.5M

No changes

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

0%analyst est. -2.0%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

2.5%current: 2.5%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data