Wilson Asset’s Retreat from Avantor: A Value Investor’s Lament

The November 6 SEC filing reveals a complete liquidation of holdings-a deus ex machina for institutional patience. Where once Wilson Asset saw 2.67% of its AUM tethered to Avantor’s promises, now only the void remains. The quarterly average price of $11.43 per share, a figure that would have once signified stability, now mocks the market’s capacity for self-deception.



