SCHEDULE 13G/A: London Co. Discloses 4.94% Stake in Armstrong World

The London Company, an investment adviser, reported a 4.94% beneficial ownership stake in Armstrong World Industries Inc. common stock as of September 30, 2025.

Summary

• The London Company, a Virginia-based investment adviser, filed an Amendment No. 5 to Schedule 13G regarding its beneficial ownership in Armstrong World Industries Inc.
• The filing reports beneficial ownership of 2,135,597 shares of Common Stock in Armstrong World Industries Inc.
• This ownership represents 4.94% of the issuer's class of securities.
• The reported ownership is as of September 30, 2025.
• The London Company holds sole voting power over all 2,135,597 shares.
• Sole dispositive power is held over 2,065,166 shares, while shared dispositive power is held over 3,733 shares.
• The securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.

Sentiment

Score: 5

Explanation: The filing is a standard beneficial ownership report (Schedule 13G/A) disclosing an investment adviser's stake in the issuer. It contains no operational or financial performance data, thus maintaining a neutral sentiment.

Positives

• NA (This filing is a factual disclosure of ownership and does not contain positive operational or financial news from the issuer.)

Negatives

• NA (This filing is a factual disclosure of ownership and does not contain negative operational or financial news from the issuer.)

Risks

• NA (This filing is a factual disclosure of ownership and does not detail specific risks related to the issuer's operations or financial health.)

Future Outlook

NA (Schedule 13G filings do not contain future outlook statements from the issuer or reporting person regarding the issuer's performance.)

Management Comments

• The securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.

Industry Context

NA (This filing is a disclosure of an investment adviser's stake and does not provide broader industry context for Armstrong World Industries Inc.)

Comparison to Industry Standards

• NA (This filing does not contain performance data or operational results to compare against industry standards or competitors.)

Management Changes

Corporate Governance

Legal Proceedings

• NA (This filing does not report any legal proceedings.)

Related Party Transactions

• NA (This filing does not report any related party transactions.)

Stakeholder Impact

• Shareholders: Provides transparency regarding a significant institutional investor's stake, which can influence market perception and investor confidence.

Next Steps

• NA (The filing does not mention any specific future actions, events, or milestones for the issuer or the reporting person beyond the ongoing ownership.)

Key Dates

Keywords

Armstrong World Industries, AWI, The London Company, Schedule 13G, Beneficial Ownership, Common Stock, Investment Adviser, Equity Stake, SEC Filing