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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Avantor’s stock price increased over 50% in Q3. The market is...
— Southeastern Asset Management, Inc.
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Other investors who've written on Avantor, Inc.
Life-sciences company Avantor detracted for the quarter.
Avantor was a close second. When we initiated...
More institutional theses from Longleaf Partners Fund
Mattel is a global toy, entertainment, and consumer products enterprise that owns iconic intellectual property franchises including Barbie, Hot Wheels, and Fisher-Price. Mattel represents 6.4%...
Fortune Brands Innovations manufactures leading home and building products across security, water, and outdoor living categories. The manager maintains...
Rayonier is a pure-play real estate investment trust focused on timberland ownership and sustainable forest management, holding millions of acres across high-quality growing regions in the US and New Zealand. Rayonier represents 6.9%...