Engine Capital Management, LP AVTR β€” AVANTOR INC

Ownership history in Engine Capital Management, LP  Β·  3 quarters on record

AI Ownership Summary

Engine Capital Management, LP reported AVANTOR INC (AVTR) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 29.22% in 2025 Q3. The latest visible filing shows AVTR at 18.87% 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 Engine Capital Management, LP'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
2025 Q4

AVTR was reported at 18.87% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
29.22% 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 Q2 to 2025 Q4

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 Engine Capital Management, LP held AVTR β€” position size vs. price
% of Fund (quarterly)    AVTR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 39.5% -31.6% βœ… 11,927,812 -7,792,618 -39.5% 18.87% $136.7M 2026-02-14 (Est.) $9.20
2025 Q3 ADDED β€” β€” β€” 19,720,430 +14,216,121 +258.3% 29.22% $246.1M 2025-11-14 $11.38
2025 Q2 INITIATED β€” β€” β€” 5,504,309 β€” β€” 15.65% $74.1M 2025-08-14 $12.98

FAQ About Engine Capital Management, LP and AVTR

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

How long has Engine Capital Management, LP reported owning AVTR?

Engine Capital Management, LP reported AVTR across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported AVTR position in Engine Capital Management, LP's portfolio?

The largest reported portfolio weight for AVTR was 29.22% in 2025 Q3.

What is the latest reported AVTR position on this page?

The most recent filing on this page is 2025 Q4, when Engine Capital Management, LP reported 11,927,812 shares, equal to 18.87% of portfolio, with an estimated market value of $136.7M.

What does the chart on this AVTR ownership page compare?

The chart compares Engine Capital Management, LP'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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