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Adds vs. Reduces by Quarter
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AVTR —
AVANTOR INC
CUSIP: 05352A100 · Held by 6 superinvestors · Combined value: $1,690,875,620
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Dodge & Cox | 0.7% | $1,341,566,539 | 117,065,143 | REDUCE | -681,745 |
| 2 | Greenhaven Associates | 3.8% | $234,937,483 | 20,500,653 | ADD | +2,189,083 |
| 3 | Steven Romick | 0.6% | $45,480,385 | 3,968,620 | REDUCE | -102,358 |
| 4 | Mason Hawkins | 1.8% | $40,666,017 | 3,548,518 | REDUCE | -1,600,902 |
| 5 | Ken Griffin | 0.0% | $18,851,196 | 1,644,956 | REDUCE | -6,743,978 |
| 6 | Robert Olstein | 1.9% | $9,374,000 | 818,000 | ADD | +24,000 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Greenhaven Associates | ADD | +2,189,083 | +12.0% |
| Robert Olstein | ADD | +24,000 | +3.0% |
| Dodge & Cox | REDUCE | -681,745 | -0.6% |
| Ken Griffin | REDUCE | -6,743,978 | -80.4% |
| Mason Hawkins | REDUCE | -1,600,902 | -31.1% |
| Steven Romick | REDUCE | -102,358 | -2.5% |
| Jim Simons | SOLD | -1,651,100 | Exit |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Greenhaven Associates | NEW BUY | +18,311,570 | New |
| Mason Hawkins | NEW BUY | +5,149,420 | New |
| Dodge & Cox | ADD | +313,404 | +0.3% |
| Jim Simons | ADD | +416,200 | +33.7% |
| Ken Griffin | ADD | +4,893,610 | +140.0% |
| Robert Olstein | ADD | +115,000 | +16.9% |
| Steven Romick | ADD | +3,995,978 | +5328.0% |
Who Owns AVTR? Superinvestor Holdings
AVANTOR INC is held by 6 tracked superinvestors, with a combined position value of $1.7 billion . The largest positions are held by Dodge & Cox (0.7% of portfolio), Greenhaven Associates (3.8% of portfolio), Steven Romick (0.6% of portfolio).
In the most recent quarter, 2 superinvestors added or initiated positions while 4 reduced or exited.