REINHART PARTNERS, LLC. AVTR — AVANTOR INC COM

Ownership history in REINHART PARTNERS, LLC.  ·  17 quarters on record

AI Ownership Summary

REINHART PARTNERS, LLC. reported AVANTOR INC COM (AVTR) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.65% in 2024 Q1. The latest visible filing shows AVTR at 0.17% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AVTR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was REINHART PARTNERS, LLC.'s position in AVANTOR INC COM, 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 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.65% in 2024 Q1

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

Time in book
Holding Window
2023 Q4 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.

AVTR stock page REINHART PARTNERS, LLC. fund profile REINHART PARTNERS, LLC. full holdings
How REINHART PARTNERS, LLC. 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 29.5% -31.6% ✅ 484,963 -202,842 -29.5% 0.17% $5.6M 2026-02-10 $11.16
2025 Q3 ADDED — — — 687,805 +119,476 +21.0% 0.28% $8.5M 2025-10-28 $15.08
2025 Q2 REDUCED 7.7% -12.0% ✅ 568,329 -47,394 -7.7% 0.26% $7.6M 2025-07-09 $13.57
2025 Q1 ADDED — — — 615,723 +64,450 +11.7% 0.36% $10.0M 2025-04-11 $15.22
2024 Q4 ADDED — — — 551,273 +20,540 +3.9% 0.45% $11.6M 2025-01-13 $22.02
2024 Q3 REDUCED 8.5% -18.5% ✅ 530,733 -49,445 -8.5% 0.52% $13.7M 2024-10-09 $24.77
2024 Q2 REDUCED 7.1% +22.0% ❌ 580,178 -44,225 -7.1% 0.51% $12.3M 2024-07-18 $20.74
2024 Q1 REDUCED — — — 624,403 -12,190 -1.9% 0.65% $16.0M 2024-04-03 $25.29
2023 Q4 REDUCED 20.7% +10.6% ❌ 636,593 -166,132 -20.7% 0.64% $14.5M 2024-01-16 $21.84
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AVTR

As of 2026 Q1 — sorted by position size

New Mountain Capital, L.L.C. 3Y 100.0% Brickwood Asset Management LLP 25.52% Engine Capital Management, LP 3Y 7Y 18.72% Clarkston Capital Partners, LLC 3Y 7Y 5.16% Belfer Management LLC 3Y 7Y 2.93% GREENHAVEN ASSOCIATES INC 3Y 7Y 2.92% AGMAN CAPITAL LLC 2.59% KETTLE HILL CAPITAL MANAGEMENT, LLC 3Y 7Y 2.22% Olstein Capital Management, L.P. 3Y 7Y 2.07% Lightrock Netherlands B.V. 1.96%

FAQ About REINHART PARTNERS, LLC. and AVTR

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

How long has REINHART PARTNERS, LLC. reported owning AVTR?

REINHART PARTNERS, LLC. reported AVTR across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AVTR position in REINHART PARTNERS, LLC.'s portfolio?

The largest reported portfolio weight for AVTR was 0.65% in 2024 Q1.

What is the latest reported AVTR position on this page?

The most recent filing on this page is 2025 Q4, when REINHART PARTNERS, LLC. reported 484,963 shares, equal to 0.17% of portfolio, with an estimated market value of $5.6M.

What does the chart on this AVTR ownership page compare?

The chart compares REINHART PARTNERS, LLC.'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.

How well did REINHART PARTNERS, LLC. time their AVTR position?

Based on 13F filing dates vs. subsequent AVTR price moves, REINHART PARTNERS, LLC. correctly timed 2 out of 12 reported position changes (17%). The annualised alpha on AVTR relative to SPY over the holding period was -34.5%.

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