SEC 13F Intelligence

Melvin Capital Management LP / AWI

Melvin Capital Management LP’s Armstrong World Inds Inc New Position

Does Melvin Capital Management LP own Armstrong World Inds Inc New (AWI)? Not currently — the last reported position was 845.0K shares worth $79M in Q4 2019; the fund’s latest 13F (Q3 2023) no longer reports it.

Position Value
$79M
Q4 2019
Shares
845.0K
% of Portfolio
+0.65%
Quarters Held
4
position exited

Position History AWI

Reported value by quarter
Q1 ’19: $40MQ1 ’19Q2 ’19: $25MQ2 ’19Q3 ’19: $27MQ3 ’19Q4 ’19: $79MQ4 ’19filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2019845.0K$79M+0.65%
Q3 2019280.0K$27M+0.22%
Q2 2019255.0K$25M+0.25%
Q1 2019500.0K$40M+0.47%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Melvin Capital Management LP’s full portfolio or all institutional holders of AWI.