SEC 13F Intelligence

London Co Of Virginia / AWI

London Co Of Virginia’s Armstrong World Inds Inc New Position

Does London Co Of Virginia own Armstrong World Inds Inc New (AWI)? Yes — 1.72M shares worth $284M (+1.75% of its 13F portfolio) as of Q1 2026, down from 1.87M shares the prior filed quarter.

Position Value
$284M
Q1 2026
Shares
1.72M
% of Portfolio
+1.75%
Quarters Held
30
currently held

Position History AWI

Reported value by quarter
Q4 ’18: $100MQ4 ’18Q1 ’19: $134MQ2 ’19: $157MQ3 ’19: $164MQ4 ’19: $170MQ4 ’19Q1 ’20: $176MQ2 ’20: $201MQ3 ’20: $185MQ4 ’20: $204MQ4 ’20Q1 ’21: $248MQ2 ’21: $308MQ3 ’21: $263MQ4 ’21: $305MQ4 ’21Q1 ’22: $236MQ2 ’22: $194MQ3 ’22: $203MQ4 ’22: $186MQ4 ’22Q1 ’23: $191MQ2 ’23: $189MQ3 ’23: $189MQ4 ’23: $260MQ4 ’23Q1 ’24: $336MQ2 ’24: $309MQ3 ’24: $370MQ4 ’24: $396MQ4 ’24Q1 ’25: $383MQ2 ’25: $374MQ3 ’25: $419MQ4 ’25: $357MQ4 ’25Q1 ’26: $284Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.72M$284M+1.75%
Q4 20251.87M$357M+2.06%
Q3 20252.14M$419M+2.31%
Q2 20252.30M$374M+2.11%
Q1 20252.72M$383M+2.18%
Q4 20242.80M$396M+2.16%
Q3 20242.82M$370M+1.95%
Q2 20242.73M$309M+1.74%
Q1 20242.71M$336M+1.77%
Q4 20232.64M$260M+1.46%
Q3 20232.62M$189M+1.13%
Q2 20232.58M$189M+1.07%
Q1 20232.68M$191M+1.10%
Q4 20222.72M$186M+1.10%
Q3 20222.56M$203M+1.28%
Q2 20222.58M$194M+1.18%
Q1 20222.62M$236M+1.25%
Q4 20212.63M$305M+1.54%
Q3 20212.75M$263M+1.44%
Q2 20212.87M$308M+1.64%
Q1 20212.75M$248M+1.42%
Q4 20202.74M$204M+1.28%
Q3 20202.68M$185M+1.31%
Q2 20202.57M$201M+1.56%
Q1 20202.21M$176M+1.68%
Q4 20191.81M$170M+1.31%
Q3 20191.69M$164M+1.35%
Q2 20191.61M$157M+1.35%
Q1 20191.69M$134M+1.15%
Q4 20181.71M$100M+0.95%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See London Co Of Virginia’s full portfolio or all institutional holders of AWI.