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

AVO ranks #3356 out of 37696 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.

State of Alaska, Department of Revenue has added to its AVO position for two straight quarters, increasing it by $7.0K to reach $51.0K today.

AVO is up 1% today, and institutions have been net buyers of $228.8M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

AVO posted net income of $1.6M over the trailing twelve months.

• Profitable — net income of $1.6M over the trailing twelve months
• Revenue declined 6.2% year over year
• Net income declined year over year, from $39.0M to $1.6M
• 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