Avantor (AVTR) Rallied 26% in July
Broyhill Asset Management, an investment management company, released a second-quarter 2024, investor letter. A copy of the letter can be downloaded here.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | Durable Capital Partners Henry Ellenbogen | 6,037,845 | $128,002,314 | -29% | 1.05% |
2. | Avidity Partners Management David Witzke And Michael Gregory | 3,086,000 | $65,423,200 | +15% | 2.77% |
3. | Holocene Advisors Brandon Haley | 3,075,946 | $65,210,055 | -17% | 0.27% |
4. | 40 North Management David S. Winter And David J. Millstone | 2,890,000 | $61,268,000 | 3.42% | |
5. | Millennium Management Israel Englander | 2,560,129 | $54,274,735 | -50% | 0.02% |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$20.71 | 12,500 | Officer | 35,668 | 2022-11-16 | Filing | |
$20.95 | 15,000 | Officer, Director | 429,500 | 2022-11-16 | Filing | |
$36.33 | 300 | Director | 557,656 | 2021-07-12 | Filing | |
$14.80 | 9,922 | Director | 72,630,004 | 2019-09-25 | Filing | |
$14.79 | 5,164 | Director | 72,625,246 | 2019-09-25 | Filing |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$25.06 | 3,525 | Officer | 29,544 | 2024-09-05 | Filing | |
$28.00 | 100 | Officer | 73,930 | 2024-07-31 | Filing | |
$27.00 | 10,000 | Officer | 74,030 | 2024-07-30 | Filing | |
$25.63 | 3,685 | Officer | 34,406 | 2024-03-08 | Filing | |
$24.52 | 4,910 | Officer | 96,233 | 2024-02-29 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 65,344,584 | $1,491,816,853 | 0.03% | |
2. | 45,846,483 | $1,046,675,206 | 0.02% | |
3. | 27,937,433 | $637,303,889 | 0.84% | |
4. | 24,364,915 | $556,251,010 | 1.95% | |
5. | 22,217,943 | $507,235,639 | 0.64% |