William von Mueffling - Cantillon Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    38
Portfolio value:    $15,050,978,966
Holdings Activity Buys Sells    History
Holding/activity history for  Armstrong World Industries, Inc. (AWI)
← All AWI superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2023   Q2 0 0.00 Sell 100.00% 1.09 $62.03–74.20 · VW $67.41i SEC
2023   Q1 1,886,268 1.09 Reduce 1.64% 0.02 $66.06–83.40 · VW $75.10i $134,377,733 SEC
2022   Q4 1,917,708 1.11 Add 8.66% 0.09 $66.86–85.09 · VW $74.86i $131,535,592 SEC
2022   Q3 1,764,912 1.27 Reduce 0.89% <0.01 $74.33–94.94 · VW $84.33i $139,834,000 SEC
2022   Q2 1,780,764 1.11 Reduce 0.29% <0.01 $73.25–95.69 · VW $83.92i $133,486,000 SEC
2022   Q1 1,785,922 1.15 Add 47.57% 0.37 $85.74–117.64 · VW $94.43i $160,750,000 SEC
2021   Q4 1,210,207 0.93 Add 2.67% 0.02 $94.47–118.14 · VW $107.66i $140,530,000 SEC
2021   Q3 1,178,741 0.77 Reduce 2.05% 0.02 $95.35–113.83 · VW $103.94i $112,535,000 SEC
2021   Q2 1,203,429 0.87 Reduce 0.87% <0.01 $90.01–110.53 · VW $103.92i $129,080,000 SEC
2021   Q1 1,214,023 0.80 Reduce 2.51% 0.02 $70.83–96.84 · VW $84.34i $109,372,000 SEC
2020   Q4 1,245,260 0.69 Reduce 1.89% 0.01 $57.96–81.55 · VW $70.27i $92,635,000 SEC
2020   Q3 1,269,230 0.73 Reduce 0.92% <0.01 $64.81–81.74 · VW $72.13i $87,336,000 SEC
2020   Q2 1,281,030 0.87 Add 1.13% <0.01 $64.57–87.42 · VW $75.84i $99,869,000 SEC
2020   Q1 1,266,752 1.11 Reduce 0.13% <0.01 $62.03–111.46 · VW $93.58i $100,606,000 SEC
2019   Q4 1,268,338 1.11 Reduce 2.67% 0.03 $89.58–103.66 · VW $95.22i $119,186,000 SEC
2019   Q3 1,303,076 1.22 Reduce 0.30% <0.01 $91.16–104.50 · VW $96.53i $126,008,000 SEC
2019   Q2 1,307,014 1.28 Reduce 2.17% 0.02 $79.77–99.27 · VW $88.61i $127,042,000 SEC
2019   Q1 1,336,024 1.13 Reduce 0.49% <0.01 $57.38–79.53 · VW $71.91i $106,107,000 SEC
2018   Q4 1,342,551 0.94 Add 25.40% 0.19 $54.34–71.50 · VW $63.64i $78,150,000 SEC
2018   Q3 1,070,589 0.84 Reduce 6.96% 0.05 $62.15–73.45 · VW $68.92i $74,513,000 SEC
2018   Q2 1,150,668 0.78 Buy 0.78 $54.45–65.00 · VW $59.39i $72,722,000 SEC
Price snapshot:
Current price$155.69
52-week low$150.28
52-week high$205.21