Wilson Asset Management Exits Entire Stake in Avantor
Wilson Asset Management (International) Pty Ltd has fully divested its position in Avantor (AVTR), selling 805,658 shares valued at approximately $10.84 million.
Details of the Transaction
According to a filing with the U.S. Securities and Exchange Commission on November 6, 2025, Wilson Asset Management sold all its Avantor shares. This transaction marks a complete liquidation, leaving the fund with zero exposure to Avantor as of the quarter ending September 30, 2025.
- The Avantor stake previously composed 2.67% of Wilson Asset's assets under management (AUM).
- Avantor now accounts for 0% of the fund’s 13F assets.
Avantor Stock Performance
As of November 5, 2025, Avantor shares traded at $11.43, down 45.8% over the past year. This decline significantly underperformed the S&P 500 by 60.3 percentage points.
Wilson Asset Management’s exit signals a retreat from what was once a promising company in the life sciences supply chain.
The stock's steep drop is attributed to weaker demand from biopharma customers and widespread inventory destocking in the industry.
Top Holdings Update
Following this sale, Wilson Asset Management’s portfolio no longer contains Avantor shares, reflecting a strategic withdrawal from the company.
Author’s summary: Wilson Asset Management has completely liquidated its $10.8 million position in Avantor, reflecting challenges in the life sciences sector and a significant decline in the stock's value over the past year.