SOUTHEASTERN ASSET MANAGEMENT INC/TN/ AVTR AVANTOR INC

Ownership history in SOUTHEASTERN ASSET MANAGEMENT INC/TN/  ·  3 quarters on record

AI Ownership Summary

SOUTHEASTERN ASSET MANAGEMENT INC/TN/ reported AVANTOR INC (AVTR) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 3.28% in 2025 Q3. The latest visible filing shows AVTR at 1.36% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AVTR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SOUTHEASTERN ASSET MANAGEMENT INC/TN/'s position in AVANTOR INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AVTR was reported at 1.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.28% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SOUTHEASTERN ASSET MANAGEMENT INC/TN/ held AVTR — position size vs. price
% of Fund (quarterly)    AVTR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 3,520,212 -28,306 -0.8% 1.36% $27.6M 2026-05-15 $7.62
2025 Q4 REDUCED 31.1% -31.6% 3,548,518 -1,600,902 -31.1% 1.81% $40.7M 2026-02-13 $9.20
2025 Q3 INITIATED 5,149,420 3.28% $64.3M 2025-11-14 $11.38

FAQ About SOUTHEASTERN ASSET MANAGEMENT INC/TN/ and AVTR

These are the practical questions this page is built to answer before you even open the full history table.

How long has SOUTHEASTERN ASSET MANAGEMENT INC/TN/ reported owning AVTR?

SOUTHEASTERN ASSET MANAGEMENT INC/TN/ reported AVTR across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported AVTR position in SOUTHEASTERN ASSET MANAGEMENT INC/TN/'s portfolio?

The largest reported portfolio weight for AVTR was 3.28% in 2025 Q3.

What is the latest reported AVTR position on this page?

The most recent filing on this page is 2026 Q1, when SOUTHEASTERN ASSET MANAGEMENT INC/TN/ reported 3,520,212 shares, equal to 1.36% of portfolio, with an estimated market value of $27.6M.

What does the chart on this AVTR ownership page compare?

The chart compares SOUTHEASTERN ASSET MANAGEMENT INC/TN/'s quarterly AVTR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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