American Woodmark Corp (AMWD) is gone from Richard Pzena's Pzena Investment Management portfolio as of June 30, 2026, according to the 13F-HR filed with the SEC on August 7, 2026. A quarter earlier the position was 1.64M shares worth about $65.5M, or 0.21% of the reported book. AMWD had been in the portfolio for 4.5 years, since the quarter ended December 31, 2021.
What did the 2026 Q2 filing report for AMWD?
As of June 30, 2026, from the 13F-HR filed August 7, 2026.
| Before | After | |
|---|---|---|
| Shares | 1.64M | 0 |
| Reported value | $65.5M | $0 |
| Portfolio weight | 0.21% | 0% |
| Held since | 2021 Q4 | sold out in 2026 Q2 |
| Quarters held | 18 |
What did Richard Pzena sell?
Richard Pzena sold 1.64M shares of AMWD between the quarter ended March 31, 2026 and June 30, 2026. The AMWD exit was the 23rd largest of the quarter's 162 position changes by percent change to portfolio.
Where does AMWD sit in the Richard Pzena portfolio?
Before the sale, AMWD carried 0.21% of the Richard Pzena portfolio, below the fund's average stock position of 1%. The largest stock position is MGA at 6.54%. Next come HUM at 5.13% and BAX at 4.09%. The three largest stocks together are 15.76% of the book. Across the 2026 Q2 portfolio, Richard Pzena reported 161 stock positions, with 12 opened and 9 closed. The total portfolio value is about $34.1B, up 11% from the prior quarter.
How long has Richard Pzena held AMWD?
Richard Pzena held AMWD for 4.5 years, from the quarter ended December 31, 2021 to March 31, 2026. The weight peaked at 0.25% in 2025 Q3. Last quarter the fund had added to the position by 43%. Every reported trade is on the Richard Pzena AMWD trade history page.
FAQ
How many AMWD shares did Richard Pzena sell?
Richard Pzena sold all 1.64M shares of AMWD it reported a quarter earlier, worth about $65.5M.
When did Richard Pzena first buy AMWD?
Richard Pzena first reported AMWD in the quarter ended December 31, 2021.
How much of the Richard Pzena portfolio was AMWD?
AMWD was 0.21% of the Richard Pzena portfolio at the prior quarter-end, and 0% after the sale.