🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

American Woodmark Corporation

AMWD Consumer Discretionary
$38.27 $-1.23 (-3.11%)
Market Cap: $557.58 M
Gurus Holding
6
Popularity Rank
#1295
% of Shares Held
9.69%
Net Activity (Q4 2025)
-$11.11 M

Guru Ownership Trend

Guru Analysis for American Woodmark Corporation (AMWD)

American Woodmark Corporation (AMWD), a key player in the Consumer Discretionary sector, continues to attract institutional attention.

As of Q4 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $54.03 M.

Top institutional holders include Richard Pzena and HOTCHKIS & WILEY.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $11.11 M net outflow during the quarter.

Recent activity highlights Ray Dalio who increased their stake by 171.7%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 44.2%.

Key Holders

Top 5 by Value

$2.86 M
$1.13 M
$953,384

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$1.81 M
Total Buy Value
New Buys 0
Additions 1
-$12.92 M
Total Sell Value
Reductions 5
Sold Out 2

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
7
Net Buyers
1

FAQs for American Woodmark Corporation (AMWD)

Major holders include Richard Pzena ($62 M), HOTCHKIS & WILEY ($8.24 M), Ray Dalio ($2.86 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 1.41 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $11.11 M, with 1 managers increasing positions and 7 managers reducing holdings.

During the most recent reporting period, 5 managers trimmed their positions, while 2 fully exited AMWD. The total reported sell value was $12.92 M.

Yes, 0 managers opened new positions in AMWD, and 1 increased their existing holdings. The total reported buy value was $1.81 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.19% Reduce -0.2% 1,150,214 $62 M Q4 2025
0.02% Reduce -1.0% 152,915 $8.24 M Q4 2025
0.01% Add 171.7% 53,070 $2.86 M Q4 2025
0.01% Reduce -13.3% 21,006 $1.13 M Q4 2025
0.00% Reduce -42.9% 17,688 $953,384 Q4 2025
0.00% Reduce -44.2% 16,800 $905,520 Q4 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form