CUSIP 05352A100
AVTR
latest 13F · 2026-Q1
Recent filings
15
Fund-manager holders (13F)
4
Last activity
Mar 31, 2026
Price chart
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What they're saying
Letter2Q26 Partners Fund Commentary
Mason HawkinsLongleaf warns markets have reached speculative extremes, with CAPE at historic highs and AI-driven multiples disconnecting from real FCF.
“Avantor – Life-sciences company Avantor contributed in the quarter. We are beginning to see stabilization, and new CEO Emmanuel Ligner is guiding to revenue growth and strong FCF generation in 2H26.”
Jun 30, 2026
Letter1Q26 Partners Fund Commentary
Mason HawkinsLongleaf Partners lagged early 2026 as markets punished complex earnings, but the fund sees opportunity in undervalued quality companies trading at mid-50s price-to-value.
“Life-sciences company Avantor detracted for the quarter. The stock price declined due to new CEO Emmanuel Ligner providing a 2026 outlook lower than expectations”
Mar 31, 2026
Smart-money holders
| Investor | Shares | Market value | % of portfolio | Quarter |
|---|---|---|---|---|
| Cliff Asness | 4,867,208 | $37.7M | — | 2026-Q1 |
| Mason Hawkins | 3,520,212 | $27.6M | — | 2026-Q1 |
| Bridgewater Associates | 128,209 | $1.0M | — | 2026-Q1 |
| Jeremy Grantham |
Recent flows
Mar 31, 2026
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Dec 31, 2025