AVNT Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2026 Q1	May 13, 2026	AMG GW&K Small Cap Core Fund	0.0%	0.0%	AEIS, ALGM, ARQT, AVNT, FWRG, HLI, IDA, MTSI, RBC, SF, STRL, UTZ, VCYT, VIAV	energy, healthcare, industrials, small caps, technology, value			View
2026 Q1	Apr 30, 2026	Cullen Small Cap Value Equity	-2.0%	-2.0%	AVNT, BBSI, BDC, CROX, DOUG, FBIN, GLDD, HIW, HUN, LDI, NMRK, PFSI, POR, TREE, UA, VAC	energy, Geopolitical, Quality, rates, real estate, small caps, value		FBIN BDC BBSI	View
2025 Q3	Nov 8, 2025	Cullen Small Cap Value Equity	14.2%	5.6%	AVNT, CROX, ECVT, HUN, KWR, STR, UA, UIS, VAC	financials, Mortgage, rates, real estate, Regional Banks, small caps, value	Small-cap equities delivered exceptional performance with Russell 2000 gaining 12.4% and Russell 2000 Value advancing 12.6%, outpacing large caps. The rally was fueled by Fed rate cuts, economic resilience, and renewed risk appetite. Small caps entered the quarter trading at multi-decade lows relative to large caps, providing valuation support and asymmetrical upside as earnings recover.		View
2022 Q3	Sep 30, 2022	Baron Small Cap Fund	9.6%	14.5%	AVNT, AXNX, AZPN, CAKE, CLVT, GDYN, HLLY, ICLR, IT, KNSL, MRCY, RPAY, TTD	-			View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 27, 2026	Fund Letters	The London Company Small Cap	Vontier Corporation	Industrials	Industrial Machinery	Bull	NYSE	Carwash Technology, Equity, Industrial technology, Mobility Solutions, portfolio transformation, Retail Fueling, Transportation	View Pitch

BSD Shareholders of AVNT

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

AVNT

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Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of AVNT

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