Avantor (AVTR) Fell as Destocking Has Lasted Longer Than Expected
Broyhill Asset Management, an investment advisor, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Greenhaven Associates Edgar Wachenheim | 22,593,838 | $177,135,690 | +11% | 2.92% |
| 2. | Engine Capital Arnaud Ajdler | 19,780,830 | $155,081,707 | +66% | 18.72% |
| 3. | D E Shaw D. E. Shaw | 13,110,674 | $102,787,684 | +111% | 0.06% |
| 4. | First Pacific Advisors LLC Robert Rodriguez And Steven Romick | 8,089,023 | $63,417,940 | +104% | 0.89% |
| 5. | Tontine Asset Management Jeffrey Gendell | 4,917,270 | $38,551,396 | +803% | 0.53% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $8.32 | 10,000 | $83,200.00 | 60,000 | 2026-05-08 | Filing | |
| $8.14 | 25,000 | $203,500.00 | 25,000 | 2026-05-01 | Filing | |
| $8.01 | 125,000 | $1,001,250.00 | 475,000 | 2026-03-10 | Filing | |
| $9.16 | 50,000 | $458,000.00 | 50,000 | 2026-02-19 | Filing | |
| $9.40 | 100,000 | $940,000.00 | 400,000 | 2026-02-12 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $11.39 | 3,476 | $39,591.64 | 55,068 | 2025-08-05 | Filing | |
| $17.00 | 774 | $13,158.00 | 86,605 | 2025-02-27 | Filing | |
| $17.53 | 3,758 | $65,877.74 | 87,379 | 2025-02-26 | Filing | |
| $17.00 | 1,033 | $17,561.00 | 39,571 | 2025-02-27 | Filing | |
| $17.53 | 4,907 | $86,019.71 | 40,604 | 2025-02-26 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 119,648,329 | $938,042,899 | 0.52% | |
| 2. | 65,703,554 | $515,115,868 | 0.01% | |
| 3. | 31,275,847 | $245,202,640 | 0.01% | |
| 4. | 30,606,112 | $239,951,918 | 0% | |
| 5. | 24,224,156 | $189,917,384 | 0.04% |