Avantor Inc (AVTR) 13F Investor Activity Report (Q2 2026)

AVTR ranks #1292 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

AVTR is a top-conviction position for New Mountain Capital, L.L.C. — at 100.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in AVTR belongs to Dodge & Cox, but the position matters far more to New Mountain Capital, L.L.C., who has 100.0% 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.

Fuller & Thaler Asset Management, Inc. has added to its AVTR position for two straight quarters, increasing it by $82.9M to reach $101.5M today.

Clarkston Capital Partners, LLC has trimmed its AVTR position for two straight quarters, cutting it by $105.9M while still holding $67.2M.

AVTR is up 3.2% today, and institutions have been net buyers of $879.4M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

AVTR reported a net loss of $551.4M over the trailing twelve months.

• Not yet profitable — net loss of $551.4M over the trailing twelve months
• Revenue declined 2.0% year over year
• Net income declined year over year, from $715.6M to -$551.4M
• Generated $623.8M in positive operating cash flow
• Current ratio of 1.78x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.12x equity — within a conventional range