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AVTR

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Sep 4, 2025	Broyhill Asset Management	3.7%	6.6%	AVTR, CRL, DLTR, FI, IQV, NE, PM, SCHW, TDW, TMO, VAL	Buybacks, Concentration, dispersion, global, healthcare, small caps, value	Portfolio trades at nearly half the price of broader market while expected to deliver double-digit earnings growth. Manager sees compelling risk-adjusted returns with portfolio at attractive valuations versus 22x earnings for broader market.	IQV FI AVTR PM DLTR	View
2023 Q2	Aug 9, 2023	The Olstein Strategic Opportunities Fund	-	-	AMZN, AVTR, BAX, CSCO, CW, DAL, DE, DIS, DOV, FIS, GNRC, GOOGL, IFF, KFY, KLIC, META, NFLX, ORCL, TGT, USB, WESCO	Banking, discount, Entertainment, free cash flow, fundamentals, technology, value	The fund emphasizes buying companies at significant discounts to intrinsic value based on normalized future free cash flow. The manager believes current negative sentiment has created opportunities to purchase good companies whose stock prices have fallen to levels that no longer accurately represent their future fundamentals.	CSCO DIS	View
2025 Q2	Jul 27, 2025	Thornburg Small/Mid Cap Core Fund	10.4%	-2.3%	AGYS, AVTR, BJ, BMRN, CLH, COHR, CWST, CYTK, FTI, LPLA, MYRG, NTNX, PNFP, RPAY, SXT, TXNM, VRT, WD	Barbell, cyclicals, Domestically Focused, Risk Appetite, small caps, Trade Policy, valuation	Trump administration's Liberation Day tariff package sparked early April selloff, though temporary pause in tariff escalation helped drive market recovery. Tariffs remain an overhang and source of ongoing policy uncertainty, but small and mid-cap companies may be insulated as many are domestically focused and less reliant on global supply chains.		View
2023 Q2	Jul 18, 2023	Artemis US Select Fund	10.4%	-	AMZN, AVTR, BLDR, CEG, CPRT, CSX, DXCM, EXP, MCK, MCO, META, NVDA, ORCL, VMC	AI, Cloud, earnings, Housing, infrastructure, Recovery, technology	Technology holdings including Amazon, Meta Platforms, Oracle and Nvidia all contributed to performance. Meta Platforms reported strong results driven by artificial intelligence applications in their advertising business. Nvidia was purchased ahead of their blowout earnings when they provided specific guidance on AI business size.	DXCM ALTG\|AREN\|CVGI\|PBPB\|QBTS\|QMCO\|SCOR\|TURN CSX VMC BLDR EXP ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO AMZN	View
2024 Q2	Jun 30, 2024	ClearBridge Mid Cap Growth Strategy	-	-	APP, ASH, AVTR, AZPN, BKR, CASY, COTY, DTE, EQT, ES, HIG, IP, LNW, MCHP, MRVL, PPL, QRVO, RRX, TFX, WSC	AI, energy, industrials, mid cap, Natural Gas, semiconductors, tariffs, technology	The strategy holds AI beneficiaries like AppLovin and Marvell Technology. Despite short-term pressure from DeepSeek concerns, the managers believe AI-enabled advertising platforms and data center infrastructure remain compelling long-term opportunities in the mid cap space.		View
2025 Q1	May 22, 2025	Artemis US Select Fund	-14.7%	-14.7%	AAPL, ALL, AVTR, CTVA, EXP, FI, GOOGL, GS, KO, PCG, SAIA, VMC, WST	AI, Data centers, healthcare, industrials, tariffs, technology, Trade Policy, value	Trump's tariff announcements are creating significant market uncertainty and forcing portfolio repositioning. The managers believe tariffs are likely permanent as a revenue generation mechanism for tax cuts, leading them to reduce exposure to companies sensitive to trade disruptions.		View
2024 Q1	May 15, 2024	Broyhill Asset Management	6.0%	0.0%	AAPL, AVTR, FIS, FISV, FMX, SPOT, UMG.AS, WMG	Buybacks, Fintech, Music, payments, Recovery, value	Multiple portfolio companies are executing significant share repurchase programs. Fiserv reported its fifth straight quarter of buybacks over $1 billion, while FIS increased its buyback goal for 2024 after completing the Worldpay sale.	WMG FIS AVTR FISV	View
2025 Q1	May 14, 2025	Broyhill Asset Management	2.8%	2.8%	AVTR, BAX, DLTR, NTDOY, PM, SIX, UBER	diversification, Europe, global, tariffs, technology, value, volatility	Volatility was the main theme of the first quarter, particularly among US technology companies that dominate passive indices. The portfolio performed well as markets questioned capital allocation to semiconductors and data centers for AI, with Broyhill gaining 2% gross while the S&P 500 declined 6% and Magnificent Seven fell 13% during key volatile periods.	DLTR UBER SIX AVTR BAX PM	View
2026 Q1	May 13, 2026	Broyhill Asset Management	-8.9%	-8.9%	AVTR, BALL, CACI, FMS, FND, IQV, KW, LEG, MAS, MC.PA, MSFT, PM, RKT.L, RTO.L, SHC, SMWT, VVV, WOSG.L	AI, Defensive, Europe, healthcare, Quality, value		FND MAS SW MSFT SHC AVTR IQV RB.L BALL RTO VVV	View
2025 Q1	Apr 30, 2025	Invesco Small Cap Value Fund	-14.6%	-14.6%	AVTR, CCK, IART, ICLR, NRG, QDEL	healthcare, industrials, small cap, tariffs, value, volatility	The fund uses an intrinsic value approach to stock selection, seeking companies significantly undervalued on an absolute basis. The team believes the difference between market price and estimated intrinsic value of holdings was very attractive at month end, indicating above-average capital appreciation potential. Recent market volatility has provided opportunities to purchase new holdings and add to existing positions at attractive prices.		View
2026 Q1	Apr 28, 2026	Diamond Hill Small-Mid Cap Strategy	-2.5%	-2.5%	AR, AVTR, CIEN, HII, HUM, ICLR, LAMR, LPLA, PNFP, RKT, RRX, RTO.L, SSNC, WTW	AI, defense, energy, healthcare, mid cap, Quality, small cap, volatility			View
2026 Q1	Apr 28, 2026	Diamond Hill Mid Cap	-2.0%	-2.0%	AIG, AR, AVTR, CARR, CIEN, FCX, HUM, KMB, LAMR, MGM, RRX, RTO, SSNC, WAY	AI, Defensive, energy, Geopolitical, healthcare, mid cap, Quality			View
2026 Q1	Apr 16, 2026	Longleaf Partners Fund	-4.5%	-4.5%	AVTR, CNH, DIS, EXOR.MI, FBIN, FDX, LPX, MAT, PYPL, RYN	Agriculture, Buybacks, Logistics, private credit, Timberland, value			View
2025 Q1	Mar 31, 2025	Dodge & Cox Stock Fund	3.5%	3.5%	AMZN, AVTR, BUD, CHTR, CVS, FDX, FI, GILD, GOOGL, JCI, MET, RTX, SCHW, SNY, WFC	contrarian, financials, healthcare, industrials, tariffs, value, volatility	The fund trades at only 14.1 times forward earnings compared to 20.9 times for the S&P 500, representing a significant discount to the broader market. The valuation disparity between value and growth stocks narrowed during the quarter, with value outperforming growth substantially.		View
2024 Q4	Feb 5, 2025	Broyhill Asset Management	-	5.5%	AVTR, BAX, CRL, EVO.ST, FMS.DE, MCK, NICE, SIX	AI, Concentration, Europe, healthcare, small caps, underperformance, value	Growth stocks outperformed value by 20 percentage points in 2024, creating extreme valuation spreads. The manager believes current concentration and valuations set up value for potential decades of mean reversion, similar to post-dot-com periods.	AVTR BAX SIX EVO.ST NICE	View
2025 Q4	Feb 12, 2026	Broyhill Asset Management	0.0%	0.0%	AVTR, BAX, DLTR, FI, FUN, IQV, PM, RKT.L, TMO, WOSG.L	AI, Concentration, defensives, Europe, fundamentals, momentum, Speculation, value	The AI capital cycle has created extreme market concentration and speculative momentum, with AI-related stocks accounting for 75% of S&P 500 returns since ChatGPT launched. The manager views this as a bubble similar to historical infrastructure buildouts like railroads and electricity, where early investors suffered catastrophic losses while benefits ultimately accrued to users rather than producers. Current AI capex spending approaches 2.1% of GDP, nearing levels that coincided with previous market peaks. Value stocks are trading at some of the widest discounts on record, with the portfolio positioned in businesses trading at substantial discounts to normalized earnings power. The manager believes this disconnect reflects pessimism and exhaustion rather than permanent impairment, creating an extremely promising starting point for long-term outperformance as fundamentals reassert themselves. Momentum has been the single defining force across equity markets, with performance increasingly driven by narratives rather than fundamentals. The current cycle has been one for the record books, with the two years leading up to 2025 being the second strongest on record for momentum after the dot-com era. The manager expects mean reversion to eventually favor value strategies. Global defensive sectors have fallen to their lowest weighting since 2000, trading at discounts to both the market and their own histories amid deteriorating sentiment and unusually high short interest. These sectors offer significant upside potential and provide defense, as companies selling basic necessities tend to shine when the rest of the market is in trouble.	RKT LN WOSG LN FUN AVTR FISV DLTR IQV PM	View
2024 Q4	Feb 11, 2025	Invesco Small Cap Value Fund	4.3%	24.5%	AVTR, COHR, CSTM, EWBC, EXPE, GL, GTLS, HUN, ICLR, LITE, MSM, MXL, NRG, ONTO, QDEL, RMBS, TECK, VRT, VST, WAL, WBS	financials, industrials, Intrinsic Value, semiconductors, small cap, value	The fund employs an intrinsic value approach to select holdings, seeking companies significantly undervalued on an absolute basis. At quarter end, the difference between market prices and estimates of intrinsic value was attractive, indicating above-average long-term capital appreciation potential. The fund maintains a long-term investment horizon focused on wealth creation through undervalued opportunities.	MSM ONTO ICLR	View
2024 Q4	Dec 31, 2024	ClearBridge Mid Cap Growth Strategy	-	-	APP, ARE, AROC, ASH, AVTR, CAE, COIN, CTRA, EMN, EQT, ICLR, IP, MRVL, RBRK	AI, energy, growth, healthcare, industrials, materials, mid cap, technology	The fund holds high-quality AI beneficiaries like AppLovin and Marvell Technology in the mid cap market. AppLovin's proprietary AI targeting engine Axon powers its mobile advertising platform, while Marvell supplies custom silicon solutions for hyperscale data centers and AI infrastructure. The managers believe competitive differentiation will become more important as AI investment evolves.		View
2024 Q4	Dec 31, 2024	Bronte Capital Amalthea Fund	-	-	AVTR, GOOGL, IBKR, QSI, REGN, SAR.DE, SPX.L, VRTX	Biotechnology, global, Long/Short, Quality, risk management, Shorts, value	The fund discusses bioprocessing as a growth industry experiencing post-COVID cyclical challenges. Watson Marlow's peristaltic pumps are ubiquitous in biotech labs and bioreactors, with management asserting 10% growth rates despite market skepticism. The bioprocessing market fundamentals remain strong with shifts to single-use systems and personalized medicines.		View
2024 Q4	Dec 31, 2024	Dodge & Cox Stock Fund	-1.5%	14.5%	AMZN, AVTR, BUD, CHTR, CVS, FDX, FI, GILD, GOOGL, JCI, MET, RTX, SCHW, SNY, WFC	contrarian, financials, healthcare, industrials, large cap, value	The fund trades at only 14.1 times forward earnings compared to 20.9 times for the S&P 500 and 17.2 times for the Russell 1000 Value. The valuation disparity between value and growth stocks narrowed during the quarter, with value outperforming growth substantially.		View
2024 Q3	Nov 6, 2024	Artemis US Select Fund	-2.7%	-	AVGO, AVTR, BLDR, CEG, FWONA, GOOGL, INTC, MCK, META, MSFT, NVDA, PH, V, VST, WDC	AI, clean energy, energy, large cap, technology, US Equities, Utilities	AI infrastructure remains a key focus with memory chips being critical to AI development. NVIDIA experienced volatility due to Blackwell chip delays and broader AI concerns, but the manager maintains long-term optimism. Broadcom was added as a beneficiary of datacenter efficiency investments.		View
2024 Q3	Nov 5, 2024	Broyhill Asset Management	6.0%	0.0%	AVTR, BAX, BN.PA, DG, EPAM, EVO.ST, FI, NICE, PM, PYPL, ROL, RTO.L, SCHW	consumer, financials, gaming, healthcare, technology, value	Philip Morris is shifting business mix from combustible cigarettes towards reduced risk products and re-entering the US market through Swedish Match acquisition. Zyn has become wildly popular with supply constraints despite production expansion, while youth usage remains under 2%.	NICE EVO.ST RTO.L	View
2024 Q3	Oct 28, 2024	Parnassus Fixed Income Fund	4.8%	4.5%	ADSK, AMT, ARE, AVTR, GPN, INTC, LOW, LUV, MKC, MU, PLD, XYL	Corporate Bonds, duration, Esg, fixed income, Mortgage, rates	The fund increased allocation to mortgage-backed securities from 8% to 18% of the portfolio. These bonds have been disproportionately impacted by higher interest rates as homeowners were locked into existing mortgages. The managers believe mortgage bonds are poised to perform well as homeowners become more active again.		View
2022 Q3	Oct 28, 2022	Carillon Eagle Mid Cap Growth Fund	0.0%	0.0%	ALB, AVTR, BKR, ENPH, FLT, LPLA, SGEN, TRU, WCN, WOLF	-			View
2025 Q3	Oct 21, 2025	ClearBridge Mid Cap Growth Strategy	-	-	ALNY, APP, ARGX, ATS.TO, AVTR, AXON, BJ, CASY, CCK, CHWY, EMN, ICLR, IP, JLL, LNW, PFGC, QXO, RARE, TECH, UMBF	Biotechnology, Consumer Staples, Food Distribution, Health Care, mid cap, Rate Cuts, stock selection, value	Health care was a key driver of outperformance, anchored by strength in biotechnology. Argenx delivered robust results supported by continued adoption of its lead therapy for autoimmune disorders and promising progress across its clinical pipeline. Alnylam advanced driven by accelerating uptake of its ATTR-CM treatment and raised full-year revenue guidance.	RBLX	View
2023 Q4	Jan 8, 2024	Artemis US Select Fund	8.3%	-	AMZN, AVTR, BKR, BLD, BX, DXCM, EXP, HES, MCK, META, NVDA, TMO, WDC, WFC	Cloud, energy, financials, healthcare, Housing, semiconductors, technology	Structural shortage in housing inventory in the US with homeowners reluctant to move from low mortgage rates to high rates, creating demand for new builds. Household formation is picking up due to demographic shifts, favoring housebuilders and building material suppliers.	BLDR AMZN	View
2025 Q4	Jan 29, 2026	FPA Crescent Fund	3.1%	17.7%	ADI, AMZN, AVTR, BDX, C, CHTR, CMCSA, CRM, GOOGL, HEIA.AS, IFF, JEF, KMX, META, MSFT, NOW, NTDOY, ORCL, SAF.PA, SAP, SNOW, TEL, WDAY	AI, global, healthcare, Quality, small caps, technology, value	The fund emphasizes being value aware, focusing on cases where both quality and value intersect. They avoid speculative areas where reward for taking risks is insufficient relative to potential returns. The strategy has generated equity-like returns while placing equal importance on capital preservation and appreciation over 30 years. The fund is actively investing in small to mid-cap global securities, believing the investment community is casting its gaze away from these market constituents that offer asymmetric risk-reward for those willing to look forward three to five years. Recent purchases demonstrate their commitment to this thesis. The fund discusses AI extensively through Microsoft's transformation and growth prospects. They analyze how AI/cloud developments transformed Microsoft's business model and examine the massive revenue growth required for current AI valuations to make sense, questioning whether Microsoft can add revenue equivalent to multiple major software companies combined.	MSFT	View
2024 Q4	Jan 28, 2025	Artemis US Select Fund	10.8%	29.5%	AAPL, AMZN, AVTR, BLDR, CEG, COHR, CPRI, ELV, FI, FWONK, GS, IP, KKR, LIN, NVDA, SAIA, TPG, UNH, VST, WMT	AI, Capital markets, energy, large cap, stock selection, technology, Trump	The mega caps' massive spending on AI has lifted various businesses from clean power producers to companies providing skilled labor to build data centers. This theme is likely to continue in the race to develop the best AI offering, though questions remain about forward returns impact.		View
2025 Q4	Jan 18, 2026	Dodge & Cox Stock Fund	2.5%	13.7%	AON, AVTR, BAC, BK, BN, CHTR, CMCSA, CVS, FDX, FI, GILD, GOOGL, GSK, JCI, MET, MSFT, OXY, REGN, RTX, SCHW, TSM, WFC, WTW	contrarian, financials, industrials, technology, valuation, value	The fund maintains its value-oriented investment approach despite a fully valued U.S. equity market. The portfolio trades at an attractive valuation of 14.6 times forward earnings, representing a significant discount to the S&P 500 at 22.9 times. The fund continues to find opportunities where long-term fundamentals are not fully reflected in current prices. The fund reduced its overall weighting in the Financials sector while shifting exposure across industries. They trimmed more cyclical bank holdings like Wells Fargo and Bank of America, while increasing exposure to insurance brokers and alternative asset managers. Despite headwinds, they added to Fiserv as its valuation compressed significantly.	FISV	View
2025 Q4	Jan 14, 2026	Longleaf Partners Fund	-0.3%	-0.4%	ACI, AMG, ANGI, AVTR, CNX, DINO, DIS, EXO.MI, FDX, H, IAC, KHC, MAT, MGM, PCH, PVH, PYPL, REGN, RTX, RYN	Buybacks, Cash, Defensive, Leverage, Quality, value	Fund focuses on undervalued companies trading below intrinsic value with P/V ratio in low-60s%. Manager emphasizes buying quality companies at discounts and waiting for market recognition of value. Multiple portfolio companies engaged in significant share repurchases including Mattel ($600M), Regeneron, MGM (40% over 5 years), and PVH. Manager views buybacks as value-creating at current discounted prices. Holdings include Mattel with strong IP portfolio (Hot Wheels, Barbie, UNO) and upcoming movie releases, plus IAC's digital assets. Focus on companies with valuable content and intellectual property.	ANGI PVH PYPL MGM IAC REGN MAT DINO KHC	View
2025 Q4	Jan 14, 2026	Longleaf Partners Global Fund	5.3%	16.7%	ANGI, AVTR, BIO, CNH, CNX, DHER.DE, EXOR.MI, F, FI, GLAN.L, GRUMA.MX, IAC, JFC.PS, KHC, MAT, MGM, PHG, REGN, STLA, TIGO, UNH	Buybacks, FCF, global, Holdings, Media, Quality, value	The fund maintains a concentrated portfolio of undervalued stocks trading at low P/V ratios in the low-60s%. Management emphasizes finding defensive growers like consumer staples and timberland companies at better prices, similar to their successful positioning in 1999. They focus on companies with strong free cash flow generation and quality management partners. Multiple portfolio companies are actively repurchasing shares at attractive prices. MGM has repurchased over 40% of shares in five years, Glanbia added to buyback programs, and Exor executed efficient share repurchases via Dutch auction. The fund views these as value-creating capital allocation moves. Canal+ renewed exclusive UEFA Champions League rights for 2027-2031 at better economics than feared, reinforcing subscriber base quality. The company made operational progress across European and African platforms following the MultiChoice merger, though remains underfollowed as a French media company on London Stock Exchange.	AVTR BIO ANGI MGM KHC IAC TIGO GLB LN CAN LN	View
2024 Q3	Sep 30, 2024	ClearBridge Investments Mid Cap Growth Strategy	0.0%	0.0%	APP, APTV, AVTR, CCK, CPAY, DKNG, ETSY, FIVE, FRSH, ICLR, PFGC, PINS, RARE, RRX, SBAC, SUI, THC, VST, VYX, WK	healthcare, industrials, interest rates, mid cap, Quality, technology, Value rotation	AppLovin represents one of the best examples of an AI beneficiary in the mid cap market, having already incorporated AI capabilities into its platform. This translates into more effective take rates on clients' mobile games and transactions, with mobile games representing only the tip of the iceberg of AppLovin's potential for its AI-enabled platform.		View
2024 Q3	Sep 30, 2024	The Sound Shore Fund	6.7%	21.1%	AVTR, BBWI, BKR, BRK-B, COF, CTRA, DIS, FDX, FIS, GM, Gold, KHC, KMI, KR, LEN, NXPI, PEG, PVH, PYPL, WFC	healthcare, Mining, nuclear, semiconductors, Utilities, value	Sound Shore focuses on attractively priced, out-of-favor stocks where managements are building value not yet recognized by Wall Street. The portfolio trades at a forward P/E of 11.5 times versus 21.5 times for the S&P 500, representing a meaningful discount despite strong balance sheets and free cash flow.	PEG AVTR Gold	View
2024 Q2	Aug 30, 2024	Broyhill Asset Management	6.0%	0.0%	AVTR, BAX, FI, FMS, PM	AI, Concentration, Defensive, momentum, rates, tech, value	Manager emphasizes value investing approach amid market concentration in momentum stocks. Portfolio positioned in defensive sectors and cheaper companies outside current market favorites. Historical analysis shows extreme cap-weighted outperformance typically followed by value outperformance.	PM FMS FI BAX AVTR	View
2024 Q2	Jul 18, 2024	ClearBridge Investments Mid Cap Growth Strategy	0.0%	0.0%	ACGL, APP, ATKR, AVTR, CASY, CHWY, CLH, CSGP, DT, FRSH, HIG, MHK, PINS, RBRK, RRX, WK, WSC	AI, financials, industrials, mid cap, software, technology	The letter discusses how AI integration is affecting client spending patterns and software companies. Management notes that AI development and rollout will create tailwinds for companies like Freshworks, and Rubrik has introduced new AI data security products as an additional revenue source.	RBK CHWY	View
2024 Q2	Jun 30, 2024	Invesco Small Cap Value Fund	6.5%	19.5%	ATGE, AVTR, COHR, CRS, ENDV.L, EPAM, EXPE, GL, LITE, MOH, MTZ, MXL, NFE, NRG, SEM, SIMO, VRT, VST, WAL, WBS	Intrinsic Value, materials, small cap, technology, Utilities, value	The fund benefits from AI growth through holdings like Coherent, which develops optical transceivers that are key enablers for networking of AI servers. Vistra shares rose due to better outlook for long-term demand driven by the build out of energy-intensive AI data centers.	EPAM DAVA GL	View
2023 Q2	Jun 30, 2023	The Sound Shore Fund	6.7%	21.1%	AMAT, AVTR, CAG, CAH, LEN, OGN, ORCL, PFE	contrarian, Cyclical, healthcare, large cap, technology, value	Technology sector benefited from excitement around artificial intelligence potential, driving semiconductor demand. Oracle and Applied Materials are positioned to benefit from AI-driven cloud and infrastructure growth, with Oracle's AI efforts potentially doubling earnings over 5 years.	COGN3 BZ CAH GLEN AMAT ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	View
2025 Q1	Mar 31, 2025	ClearBridge Mid Cap Growth Strategy	-	-	APP, ASH, AVTR, AZPN, BKR, CASY, COTY, DTE, EQT, ES, HIG, IP, LNW, MCHP, MRVL, PPL, QRVO, RRX, TFX, WSC	AI, energy, industrials, mid cap, Natural Gas, semiconductors, tariffs, technology	AI beneficiaries like AppLovin faced pressure from short sellers amid broader tech retreat, but the manager believes AI-enabled advertising platforms remain among the best AI opportunities in mid cap. Data center companies like Marvell continue to benefit from hyperscaler buildouts despite DeepSeek concerns. SailPoint's AI integration has expanded its addressable market for identity security solutions.		View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
May 13, 2026	Fund Letters	Broyhill Asset Management	Avantor Inc.	Medical Instruments & Supplies	Life Sciences Tools & Services	Bear	New York Stock Exchange	Capital Redeployment, Competitive pressure, Destocking Cycle, Investment failure, Life Sciences Tools, management execution, Market Share Loss	View Pitch
Apr 13, 2026	Fund Letters	Broyhill Asset Management	Avantor	Health Care	Life Sciences Tools & Services	Bull	NYSE	activist investor, Biotech Tools, healthcare, life sciences, strategic review, turnaround, Value	View Pitch
Apr 13, 2026	Fund Letters	Broyhill Asset Management	Avantor Inc.	Health Care	Life Sciences Tools & Services	Bull	NYSE	contrarian, life sciences, Pharmaceutical, Policy Uncertainty, Research Tools, Scientific progress, secular growth, Trough Valuation	View Pitch
Apr 13, 2026	Fund Letters	Broyhill Asset Management	Avantor Inc	Health Care	Life Sciences Tools & Services	Bull	NYSE	conservative guidance, contrarian, deleveraging, life sciences, private equity, Recovery Play, Tools & Services, turnaround	View Pitch
Apr 13, 2026	Fund Letters	Broyhill Asset Management	Avantor	Health Care	Life Sciences Tools & Services	Bull	NYSE	Bioprocessing, Cost Initiatives, EBITDA margins, Healthcare Technology, industry recovery, life sciences, Mission-Critical Products, Proprietary Content	View Pitch
Apr 13, 2026	Fund Letters	Broyhill Asset Management	Avantor Inc.	Health Care	Life Sciences Tools & Services	Bull	NYSE	biopharma, Demand Stabilization, growth inflection, healthcare, Life Sciences Tools, Peer Discount, political risk, RFK Jr, Value	View Pitch
Apr 13, 2026	Fund Letters	The Sound Shore Fund	Avantor Inc	Health Care	Life Sciences Tools & Services	Bull	NYSE	Bioprocessing, Consumables, Full Position, healthcare, Life Sciences Tools, margin expansion, Peer Discount, recurring revenue, services	View Pitch
Feb 21, 2026	Fund Letters	Christopher R. Pavese	Avantor, Inc.	Health Care	Life Sciences Tools & Services	—	New York Stock Exchange	Activists, lifesciences, Margins, recovery, turnaround	View Pitch
Jan 20, 2026	Fund Letters	Ross Glotzbach	Avantor, Inc.	Health Care	Life Sciences Tools & Services	Bear	New York Stock Exchange	Execution, guidance, lifesciences, turnaround	View Pitch

BSD Shareholders of AVTR

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

Manager Name	Fund Name	Fund AUM	Invested Value	Portfolio Weight	Shares Owned	Shares Bought / Sold During Quarter	% Bought / Sold During Quarter	% of Shares Outstanding Owned
No investor data available.

AVTR

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Letters With This Ticker

Pitches With This Ticker

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