Palestra Capital Management’s Avantor AVTR Stock Holding History

Palestra Capital Management’s Portfolio AVTR Stock Details AVTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-4,263,756	Closed	-$89.9M	–	24
2022 Q4	$89.9M	Buy	4,263,756 +177,289	+4%	+$3.67M	4.94%	12
2022 Q3	$80.1M	Sell	4,086,467 -2,562,710	-39%	-$68.6M	3.77%	14
2022 Q2	$207M	Sell	6,649,177 -1,186,733	-15%	-$37M	9.78%	3
2022 Q1	$265M	Buy	7,835,910 +599,125	+8%	+$21.4M	8.25%	2
2021 Q4	$305M	Sell	7,236,785 -569,000	-7%	-$22.4M	8.83%	2
2021 Q3	$319M	Sell	7,805,785 -1,582,000	-17%	-$61.8M	6.78%	3
2021 Q2	$333M	Sell	9,387,785 -330,410	-3%	-$10.7M	7.18%	3
2021 Q1	$281M	Buy	9,718,195 +886,699	+10%	+$25.6M	5.9%	5
2020 Q4	$249M	Buy	8,831,496 +1,991,496	+29%	+$51.3M	4.9%	7
2020 Q3	$154M	Buy	+6,840,000	New	+$142M	3.58%	15

Other funds holding AVTR

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

NMC

New Mountain Capital New York $110M AUM 51.63% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Palestra Capital Management's AVTR Position: Q1 2023 in Review

Palestra Capital Management sold out of Avantor (AVTR) in Q1 2023, closing a stake of 4,263,756 shares — an estimated $89.9M sold.

Palestra Capital Management first reported a position in AVTR in Q3 2020 and held it in 10 quarters. The position peaked at $333M in Q2 2021. 465 funds tracked by Wall St. Rank hold AVTR as of Q1 2023.

Palestra Capital Management reported no remaining Avantor position as of Q1 2023 after selling out during the quarter.
Palestra Capital Management sold 4,263,756 Avantor shares in Q1 2023, an estimated $89.9M.
Palestra Capital Management first reported a position in Avantor in Q3 2020 and held it in 10 quarters.
Palestra Capital Management's Avantor position peaked at $333M in Q2 2021.
465 funds tracked by Wall St. Rank held Avantor as of Q1 2023.

Based on Palestra Capital Management's 13F filing for Q1 2023, filed 15 May 2023.