What smart money is saying about American Woodmark
1 fund in our archive has pitched American Woodmark, most recently Merion Road in September 2025.
American Woodmark Corporation manufactures and distributes kitchen, bath, office, home organization, and hardware products for the remodelling and new home construction markets in the United States. The company offers made-to-order and cash and carry products. It also provides turnkey installation services to its direct builder customers through a network of eight service centers. The company sells its products under the American Woodmark, Timberlake, Shenandoah Cabinetry, Waypoint Living Spaces, Estate, Stor-It-All, and Professional Cabinet Solutions brands, as well as Hampton Bay, Glacier Bay, Style Selections, Allen + Roth, Home Decorators Collection, and Project Source. It markets its products directly to home centers and builders, as well as through independent dealers and distributors. The company was incorporated in 1980 and is based in Winchester, Virginia.
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Position history
Between Q3 2025 and Q2 2026, 1 fund letter reported a position in American Woodmark, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q3 2025 | 0 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position
- June 2026
“During the quarter, American Woodmark completed its all-stock merger with MasterBrand, converting our position into MasterBrand shares.”
American Woodmark
Also mentioned · 1
These funds discuss American Woodmark as a competitor, benchmark or comparable, without disclosing a position in it.
- MentionedBristlemoon Global FundSeptember 2026
“MasterBrand Inc – The Cabinet Is Bare MasterBrand (MBC) is the largest residential cabinet maker in North America. Spun out of Fortune Brands in December 2022, it sells stock, semi-custom and premium kitchen cabinetry through dealers (55% of 2025 sales), the home centres (32%, Lowe's + Home Depot) and builders (13%). We had never heard of MasterBrand before, and the stock was surfaced by one of our AI-driven screens from the small- cap corner of the discretionary building products subsector – a space we would otherwise not have the bandwidth to traffic in. What caught our attention was a corporate action: in May 2026 MBC closed the acquisition of American Woodmark (AMWD), the #3 kitchen cabinet maker.”
American Woodmark
Fund coverage · 1 thesis
- Merion RoadSeptember 2025
American Woodmark is merging with Masterbrand to capture $90mm in cost synergies, leverage strong leadership, tariff protections, and housing market recovery.
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