What smart money is saying about Avantor, Inc.
2 funds in our archive have pitched Avantor, Inc., most recently Broyhill Asset Management in December 2025.
Avantor, Inc. provides products and services to customers in biopharma, healthcare, education and government, advanced technologies, and applied materials industries in the Americas, Europe, Asia, the Middle East, and Africa. The company offers materials and consumables, such as purity chemicals and reagents, lab products and supplies, formulated silicone materials, customized excipients, customized single-use assemblies, process chromatography resins and columns, analytical sample prep kits, education and microbiology products, clinical trial kits, peristaltic pumps, and fluid handling tips. It also provides equipment and instrumentation products, including filtration systems, virus inactivation systems, incubators, analytical instruments, evaporators, ultra-low-temperature freezers, biological safety cabinets, and critical environment supplies. In addition, the company offers services and specialty procurements comprising onsite lab and production, clinical, equipment, procurement and sourcing, and biopharmaceutical material scale-up and development services. Avantor, Inc. was founded in 1904 and is headquartered in Radnor, Pennsylvania.
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Fund signal · last 12 months
5 lettersToo few moves on Avantor, Inc. yet for a clear signal
Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.
Position history
Between Q3 2025 and Q3 2026, 5 fund letters reported a position in Avantor, Inc., with 3 sells (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 1 | 0 |
| Q2 2026 | 2 | 0 | 1 | 0 |
| Q4 2025 | 1 | 0 | 1 | 1 |
| Q3 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 · 5 positions · 3 moves
- TrimmedLongleaf Partners FundSeptember 2026
“Avantor – Avantor’s stock price increased over 50% in Q3. The market is regaining confidence in the company’s ability to grow organically and in Emmanuel Ligner’s turnaround plan. Avantor’s VWR distribution business returned to organic growth in Q2 and Ligner guided to increased organic growth from here. The Bioprocessing business declined organically but showed improvement in orders. Ligner also said Avantor should show revenue growth in 2027, and peer companies are as well. M&A has resumed in the space with the acquisition of Bio-Techne at a healthy multiple, and news related to mRNA cancer vaccines that would utilize Avantor’s products have improved sentiment. We trimmed our position as the stock approached our value.”
Avantor, Inc. - September 2026
“Top 3 Contributors to Relative Performance Avantor, Inc. (AVTR) – AVTR was a top contributor after results beat expectations and management raised its outlook, with distribution returning to growth.”
Avantor, Inc. - June 2026
“• Global life sciences provider Avantor, diversified provider of tech-enabled services and software to the financial services industry SS&C Technologies and regional commercial bank Webster Financial were sold to allocate funds to more attractive opportunities.”
Avantor, Inc. - June 2026
“Avantor – Life-sciences company Avantor contributed in the quarter.”
Avantor, Inc. - TrimmedBroyhill Asset ManagementDecember 2025
“The issue for Avantor has been that a cyclical downturn morphed into competitive and operational challenges, with company-specific execution masking the industry upturn. Consequently, we cut the position in half after the company announced management changes and second-quarter results that again fell short of our expectations, and reinvested the proceeds into Thermo Fisher, the primary beneficiary of Avantor’s challenges.”
Avantor, Inc.
Fund coverage · 2 theses
- Broyhill Asset ManagementDecember 2025
Avantor is a strategic life-sciences supplier with self-help levers amid an industry upturn despite execution issues.
Read the full thesis - The London Company Mid CapSeptember 2025
Avantor, Inc. (AVTR) is a leading provider of mission-critical products and services for the life sciences and biopharma industries, with a resilient business model and strong long-term growth potential despite near-term market challenges.
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