
What smart money is saying about Vontier Corp.
2 funds in our archive have pitched Vontier Corp. — most recently Rewey AM RAM Smid Value Composite in June 2026.
Vontier Corporation is a global technology company specializing in the design, production, marketing, and distribution of advanced equipment, software, components, and services. Its core focus is on enhancing the global mobility infrastructure sector. The company's extensive product portfolio is divided into two primary segments: 1. Mobility Technologies: This segment provides comprehensive solutions for various aspects of transportation infrastructure. Offerings include precise fuel dispensing and remote management systems, integrated point-of-sale and payment solutions, environmental monitoring sensors for compliance, robust vehicle tracking and fleet management tools, and intelligent software for traffic light control and broader traffic management. 2. Diagnostics and Repair Technologies: Catering to automotive service professionals, this division supplies a broad range of specialized vehicle repair tools, toolboxes, advanced automotive diagnostic equipment with accompanying software, and professional wheel-service machinery. This latter category, including brake lathes, tire changers, wheel balancers, and wheel weights, is particularly known under the Ammco and Coats brands, vital for tire installation and repair facilities. Vontier serves a diverse international clientele, spanning retail and commercial fueling station operators, convenience stores, various car wash enterprises (in-bay and tunnel), commercial vehicle repair outlets, municipal governments, public safety entities, and fleet owners. The company leverages a strategic distribution network comprising franchised mobile distributors, its dedicated direct sales force, and independent partners to reach customers across North America, the Asia Pacific region, Europe, and Latin America. Established in 2019, Vontier Corporation's corporate headquarters are located in Raleigh, North Carolina.
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Position history
Between Q4 2025 and Q2 2026, 2 fund letters reported a position in Vontier Corp. — 2 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 2 | 0 | 1 |
| Q4 2025 | 0 | 0 | 0 | 1 |
Fund activity · 2 positions · 2 moves
- New positionRewey AM RAM Smid Value CompositeJune 2026
“Vontier (VNT) We initiated a position in Vontier Corp. (NYSE: VNT), a $4.2 billion industrial technology company that provides fueling equipment, payment systems, and automotive repair tools.”
Read the letterVontier Corp. - June 2026
“The Fund acquired three new positions during the second quarter: The Clorox Company (ticker: CLX), Molson Coors Beverage Company (ticker: TAP), and Vontier Corp. (ticker: VNT).”
Read the letterVontier Corp.
Also mentioned · 1
These funds discuss Vontier Corp. — as a competitor, benchmark or comparable — without disclosing a position in it.
- June 2026
“Vontier, a provider of fuel dispensing equipment, software and services to retail and commercial fueling customers, reported declining operating margins driven by unfavorable product mix, higher R&D spending, memory chip costs and continued weakness in automotive repair tools.”
Read the letterVontier Corp.
Fund coverage · 2 theses
- Rewey AM RAM Smid Value CompositeJune 2026
Vontier offers high-quality industrial exposure with strong free cash flow, disciplined capital allocation, growth in fueling modernization, and attractive valuation.
Read the full thesis - Artisan U.S. Mid-Cap Value StrategyDecember 2025
Vontier Corp is a fuel dispensing and software provider with strong free cash flow and high returns on capital despite near-term growth headwinds and a muted outlook.
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