Avantor (AVTR) Gains Traction Under New Management
Longleaf Partners, managed by Southeastern Asset Management, released its second-quarter 2026 investor letter for its “Partners Fund”. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Greenhaven Associates Edgar Wachenheim | 24,637,310 | $243,909,369 | +10% | 2.82% |
| 2. | Diamond Hill Capital Ric Dillon | 1,046,390 | $10,359,261 | -41% | 0.08% |
| 3. | Levin Easterly Partners John Murphy | 690,843 | $6,839,346 | 0.35% | |
| 4. | Agman Capital H. Scott Silverman And Jeff Silverman | 414,898 | $4,107,490 | 2.59% | |
| 5. | 25,800 | $255,420 | +16% | 0% |
| 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. | 70,281,231 | $695,784,194 | 0.01% | |
| 2. | 21,572,974 | $213,572,443 | 0.01% | |
| 3. | 7,392,825 | $73,188,967 | 0.65% | |
| 4. | 4,597,519 | $45,515,438 | 32.7% | |
| 5. | 4,121,222 | $40,800,098 | 0.01% |