
What smart money is saying about American Vanguard Corporation
1 fund in our archive has pitched American Vanguard Corporation, most recently Riverwater Micro Opportunities Strategy in December 2025.
American Vanguard Corporation, through its subsidiaries, develops, manufactures, and markets specialty chemicals for agricultural, commercial, and consumer uses in the United States and internationally. It manufactures and formulates chemicals, including insecticides, fungicides, herbicides, molluscicides, soil health, plant nutrition, growth regulators, and soil fumigants in liquid, powder, and granular forms for crops, turf and ornamental plants, and human and animal health protection. The company also markets, sells, and distributes end-use chemical and biological products for crop applications; and distributes chemicals for turf and ornamental markets. It distributes its products through national distribution companies, and buying groups or co-operatives; and through sales offices, sales force executives, sales agents, and wholly owned distributors. The company was incorporated in 1969 and is headquartered in Newport Beach, California.
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Position history
Between Q4 2025 and Q3 2026, 1 fund letter reported a position in American Vanguard Corporation, with 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1 | 0 |
| Q4 2025 | 0 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position · 1 move
- September 2026
“We also exited American Vanguard (AVD), a turnaround investment we initiated last year following the arrival of a new CEO.”
American Vanguard Corporation
Fund coverage · 1 thesis
- Riverwater Micro Opportunities StrategyDecember 2025
American Vanguard Corporation is executing a CEO-led turnaround with reduced inventories, expanded margins, and improved EBITDA that point to a stronger operating profile than the market implies.
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