AVTR
Avantor Inc
8 super-investors hold AVTR worth a combined $1.26B. The largest position: Greenhaven Associates at 2.9% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 27 — ranked #483 of 724 scored stocks.
Why super-investors own AVTR
Dodge & Cox dominates the cohort's $1.3B combined position in AVTR, accounting for roughly $938M of that total despite the holding representing only 0.5% of their large portfolio. Greenhaven Associates carries the highest conviction at 2.9% — the ceiling for any single manager here. With eight holders and zero activity in 2026Q1 — no new entrants, no additions, no trims, no exits — the cohort is in a collective hold pattern. Owner count history tells a more cautious story: the stock was largely absent from these portfolios until two quarters ago, when it stabilized at two active managers before the current eight, suggesting a relatively recent and still-consolidating wave of interest rather than a long-tenured consensus position.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2019Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (8) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Dodge & Cox Funds | 0.5% | 11q | $938M | 119,648,329 |
| 2 | Greenhaven Associates | 2.9% | 3q | $177M | 22,593,838 |
| 3 | First Pacific Advisors | 0.9% | 4q | $63M | 8,089,023 |
| 4 | Yacktman Asset Management | 0.5% | — 1q | $37M | 4,745,000 |
| 5 | Mason Hawkins | 1.4% | 3q | $28M | 3,520,212 |
| 6 | Robert Olstein | 2.1% | 13q | $9M | 1,210,000 |
| 7 | Joel Greenblatt | <0.1% | 27q | $4M | 569,511 |
| 8 | Lee Ainslie | <0.1% | 10q | $790K | 100,814 |
- 1Dodge & Cox Fundsport0.5%val$938M119,648,329 sh·11q held
- 2Greenhaven Associatesport2.9%val$177M22,593,838 sh·3q held
- 3First Pacific Advisorsport0.9%val$63M8,089,023 sh·4q held
- 4Yacktman Asset Managementport0.5%val$37M4,745,000 sh·—1q held
- 5Mason Hawkinsport1.4%val$28M3,520,212 sh·3q held
- 6Robert Olsteinport2.1%val$9M1,210,000 sh·13q held
- 7Joel Greenblattport<0.1%val$4M569,511 sh·27q held
- 8Lee Ainslieport<0.1%val$790K100,814 sh·10q held
Owners of AVTR also hold
Long US equity 13F-HR filings only. CUSIP 05352A100. Not investment advice.