← Top Holdings
AWIArmstrong World Industries, Inc.
CUSIP: 04247X102
3
Guru Owners
$145.4M
Total Value Held
760,903
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Yacktman Asset Management | 741742 | $141.7M | 1.98% | $191.10 | Q4 2025 | |
| Bridgewater Associates | 17650 | $3.4M | 0.01% | $191.10 | Q4 2025 | |
| Polen Capital Management | 1511 | $289K | 0.00% | $191.10 | Q4 2025 |
📊 Fundamentals
Market Cap$7.2B
P/E Ratio23.5x
Near market avg
Forward P/E17.9x
P/FCF31.5x
EPS (TTM)$7.08
Revenue (TTM)$1.6B
Profit Margin19.05%
Div Yield0.77%
Beta1.33
52-Week Range
$122.37
$206.08
Current: $166.48
Data from Yahoo Finance · refreshed every 4 hours
💡 Trades at 23.5x trailing earnings → 17.9x forward · 19.0% profit margin
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q4 '253 owners · $145.4M
Q3 '253 owners · $155.1M
Q2 '252 owners · $142.6M
Q1 '252 owners · $127.7M
Q4 '241 owners · $132.6M
SOLDRay Dalio
Q3 '242 owners · $130.9M
💰 DCF Calculator
DCF model · 10-yr forecastEstimates 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
7%analyst est. 6.9%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
14.1%current: 14.1%
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
🏛️ Congressional Trades
AWI: Held by 3 superinvestors · 2 congress member trades
$1,001 - $15,0002025-06-17
$1,001 - $15,0002025-06-11