13F data — long US equity only · ~45-day lag from quarter-end · positions may have changed since · not investment advice
← Strongest buys
3

AVTR

Avantor Inc (AVTR) · Health Care

Consensus score 3/100 · #129 this quarter · tier-weighted across tracked managers

Holders
3
tracked managers
New this Q
1
opened a position
Avg weight
1.6%
of their portfolios
Combined value
$242M
held, at quarter-end

Who’s holding it Q1 2026, by position size

ManagerPosition sizeChange
Greenhaven Associates
Concentrated
2.9%
ADD
Southeastern / Longleaf
Deep value
1.4%
TRIM
Yacktman Asset Management
Quality value
0.5%
NEW

Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.