Should You Hold Avantor (AVTR)?

Broyhill Asset Management, an investment advisor, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here. Broyhill Partners appreciated 3.7% net of all fees and expenses in the second quarter, building on first-quarter gains, but falling short of the strong rally across global markets. The MSCI All Country World Index returned 11.7% for the second quarter. During the six months ended June 30, the strategy returned 6.6%, net of all fees and expenses, compared to 10.3% for the index. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025.

In its second-quarter 2025 investor letter, Broyhill Asset Management highlighted stocks such as Avantor, Inc. (NYSE:AVTR). Avantor, Inc. (NYSE:AVTR) provides mission-critical products and services to biopharma, healthcare, education, and government, advanced technologies, and applied materials industries. The one-month return of Avantor, Inc. (NYSE:AVTR) was -3.09%, and its shares lost 52.35% of their value over the last 52 weeks. On September 18, 2025, Avantor, Inc. (NYSE:AVTR) stock closed at $12.86 per share, with a market capitalization of $8.767 billion.

Broyhill Asset Management stated the following regarding Avantor, Inc. (NYSE:AVTR) in its second quarter 2025 investor letter:

“Shares of Avantor, Inc. (NYSE:AVTR) declined 17% in the second quarter and continued their decline into the third quarter after the company missed earnings and cut guidance. Uncertainty around budget cuts across academic research and commercial pharmaceuticals has created an increasingly competitive environment in the industry leading to market share losses at Avantor. Subsequent to quarter-end, we swapped a portion of our exposure into competitor Thermo Fisher Scientific as we continue to evaluate the dynamics at play. More recently, an activist investor reported a meaningful stake in Avantor and is advocating for a board overhaul, strategic review, or sale. We’d note that our fair value estimates are largely consistent with those disclosed in their letter and imply meaningfully higher levels. We continue to believe that Avantor reflects tremendous value at current levels, and we look forward to gaining a badly needed fresh perspective at the board level.”

In another article, we covered Avantor, Inc. (NYSE:AVTR) and shared the list of stocks investors are dumping fast. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.