Why One Hedge Fund Just Put $246 Million Into This Life Sciences Supplier

12 hours ago 1

Jonathan Ponciano, The Motley Fool

Sun, December 7, 2025 astatine 3:50 PM CST 5 min read

New York City-based Engine Capital Management bought 14.2 cardinal shares of Avantor successful the 3rd quarter.
The presumption worth accrued by $172 cardinal from the anterior period.
Post-transaction, the money reported holding astir 19.7 cardinal Avantor shares valued astatine $246.1 million, making it Engine's largest holding arsenic of September 30.
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New York City-based Engine Capital Management disclosed a bargain of 14.2 cardinal shares of Avantor (NYSE:AVTR), expanding its involvement by an estimated $172 cardinal successful the 3rd quarter, per a November 14 SEC filing.

According to a Securities and Exchange Commission (SEC) filing dated November 14, Engine Capital Management, LP accrued its presumption successful Avantor (NYSE:AVTR) by 14.2 cardinal shares during the 3rd quarter. The worth of this involvement grew by astir $172 million, resulting successful a post-trade holding valued astatine $246.1 cardinal arsenic of September 30.

Avantor present represents 29.2% of Engine Capital Management’s 13F AUM.

Top holdings aft the filing:

NYSE: AVTR: $246.1 cardinal (29.2% of AUM)
NYSE: NATL: $94.7 cardinal (11.2% of AUM)
NASDAQ: LNW: $80.9 cardinal (9.6% of AUM)
NASDAQ: ACHC: $64.0 cardinal (7.6% of AUM)
NASDAQ: OFIX: $62.3 cardinal (7.4% of AUM)

As of Friday, shares were priced astatine $10.93, down 48% implicit the past twelvemonth and vastly underperforming the S&P 500, which is up 13% successful the aforesaid period.

Metric

Value

Price (as of marketplace adjacent Friday)	$10.93
Market Capitalization	$7.5 billion
Revenue (TTM)	$6.6 billion
Net Income (TTM)	($82.2 million)

Avantor provides high-purity chemicals, laboratory supplies, single-use assemblies, chromatography resins, analytical kits, and specialized instrumentation for the beingness sciences and precocious exertion sectors.
The institution generates gross done the merchantability of consumables, equipment, and services, including laboratory and accumulation support, procurement, and biopharmaceutical improvement solutions.
Primary customers see biopharmaceutical manufacturers, healthcare providers, world and authorities probe institutions, and precocious exertion companies worldwide.

Avantor, Inc. is simply a planetary supplier of mission-critical products and services supporting biopharma, healthcare, education, and precocious exertion industries. The institution leverages a wide portfolio and integrated proviso concatenation to service analyzable lawsuit needs crossed aggregate regions. Its scale, divers offerings, and absorption connected high-growth extremity markets presumption Avantor arsenic a cardinal spouse for organizations engaged successful technological probe and production.