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The London Company SMID Cap's investment thesis on Armstrong World Industries, Inc. ($AWI) — Q3 2025 | Buyside Digest

$AWINYSEArmstrong World Industries, Inc.

BULL

The London Company SMID Cap—AWI

Fund Letter

Q3 2025

Published September 30, 2025

$186.08USD

+7.4% vs last month

$196.77Pitched

-5.4% since pitch

Market Cap$7.8B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

The London Company SMID Cap portfolio returned 0.8% net in Q3 2025, underperforming the Russell 2500 Index which gained 9.0%. The portfolio's high...

— Brian Campbell

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