Mission Produce Inc (AVO) Quarterly Institutional 13F Update (Q2 2026)

AVO ranks #3372 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

AVO is a top-conviction position for Fourth Sail Capital LP — at 7.1% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in AVO belongs to Rubric Capital Management LP, but the position matters far more to Fourth Sail Capital LP, who has 7.1% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

California State Teachers Retirement System has added to its AVO position for two straight quarters, increasing it by $61.1M to reach $61.6M today.

Commonwealth Equity Services, LLC has trimmed its AVO position for two straight quarters, cutting it by $2.3M while still holding $2.4M.

AVO is down 0.4% today, but institutions show net buying of $228.8M this quarter — a divergence between today's price move and the underlying institutional flow.

AVO posted net income of $22.8M over the trailing twelve months.

• Profitable — net income of $22.8M over the trailing twelve months
• Revenue declined 10.5% year over year
• Net income declined year over year, from $36.7M to $22.8M
• Generated $88.6M in positive operating cash flow
• Current ratio of 1.95x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.62x equity — within a conventional range