Institutions / Mawer Investment Management Ltd. / Activity
Activity — Mawer Investment Management Ltd.
42 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | New | M87915274 Common stock | $270.57M | +1.0M | 1,038,086 1.84% of portfolio | high |
| Q2 2026 as of | New | McKesson Corp Common stock | $136.35M | +180K | 180,449 0.93% of portfolio | high |
| Q2 2026 as of | New | Valmont Industries Inc Common stock | $65.91M | +114K | 114,118 0.45% of portfolio | high |
| Q2 2026 as of | New | Veeva Systems Inc Common stock | $63.07M | +355K | 355,389 0.43% of portfolio | high |
| Q2 2026 as of | New | SKM SK Telecom Co., Ltd. ADR | $54.93M | +1.7M | 1,708,146 0.37% of portfolio | high |
| Q2 2026 as of | New | Lumentum Hldgs Inc Common stock | $49.49M | +58K | 57,680 0.34% of portfolio | medium |
| Q2 2026 as of | New | Broadcom Inc. Common stock | $48.46M | +128K | 128,290 0.33% of portfolio | medium |
| Q2 2026 as of | New | ServiceNow Inc Common stock | $33.49M | +337K | 337,344 0.23% of portfolio | medium |
| Q2 2026 as of | New | FormFactor Inc Common stock | $32.44M | +203K | 202,824 0.22% of portfolio | medium |
| Q2 2026 as of | New | Wesco International Inc Common stock | $25.77M | +75K | 74,616 0.18% of portfolio | medium |
| Q2 2026 as of | New | Autodesk, Inc. Common stock | $25.32M | +130K | 130,248 0.17% of portfolio | medium |
| Q2 2026 as of | New | RXO, Inc. Common stock | $18.14M | +657K | 657,345 0.12% of portfolio | medium |
| Q2 2026 as of | New | Teradyne, Inc Common stock | $17.42M | +36K | 35,997 0.12% of portfolio | medium |
| Q2 2026 as of | New | XPEL Inc Common stock | $15.39M | +310K | 310,200 0.10% of portfolio | medium |
| Q2 2026 as of | New | M5216V106 Common stock | $11.83M | +341K | 340,500 0.08% of portfolio | medium |
| Q2 2026 as of | New | Maplebear Inc Common stock | $10.92M | +231K | 230,600 0.07% of portfolio | medium |
| Q2 2026 as of | New | Twist Bioscience Corp Common stock | $10.21M | +99K | 99,251 0.07% of portfolio | medium |
| Q2 2026 as of | New | XPO Inc Common stock | $9.69M | +47K | 47,204 0.07% of portfolio | medium |
| Q2 2026 as of | New | Floor & Decor Holdings Inc Common stock | $9.52M | +160K | 160,400 0.06% of portfolio | medium |
| Q2 2026 as of | New | G0896C103 Common stock | $8.86M | +213K | 212,570 0.06% of portfolio | medium |
| Q2 2026 as of | New | Saia Inc Common stock | $8.36M | +20K | 19,852 0.06% of portfolio | medium |
| Q2 2026 as of | New | GTX Garrett Motion Inc. Common Stock | $8.30M | +229K | 229,213 0.06% of portfolio | medium |
| Q2 2026 as of | New | Materion Corp Common stock | $7.99M | +27K | 26,872 0.05% of portfolio | medium |
| Q2 2026 as of | New | Venture Global, Inc. Common stock | $7.95M | +715K | 714,711 0.05% of portfolio | medium |
| Q2 2026 as of | New | Amentum Holdings, Inc. Common stock | $7.64M | +370K | 369,557 0.05% of portfolio | medium |
| Q2 2026 as of | New | BK Technologies Corp Common stock | $7.35M | +85K | 85,429 0.05% of portfolio | medium |
| Q2 2026 as of | New | Lockheed Martin Corp Common stock | $7.24M | +14K | 14,217 0.05% of portfolio | medium |
| Q2 2026 as of | New | Diamondback Energy, Inc. Common stock | $5.73M | +33K | 32,583 0.04% of portfolio | medium |
| Q2 2026 as of | New | Par Pacific Holdings, Inc. Common stock | $5.38M | +96K | 95,910 0.04% of portfolio | medium |
| Q2 2026 as of | New | Pegasystems Inc Common stock | $5.12M | +171K | 170,958 0.03% of portfolio | medium |
| Q2 2026 as of | New | WillScot Holdings Corp Common stock | $4.92M | +170K | 170,479 0.03% of portfolio | low |
| Q2 2026 as of | New | VIST Vista Energy, S.A.B. de C.V. ADR | $3.88M | +61K | 60,800 0.03% of portfolio | low |
| Q2 2026 as of | New | Newmont Corp Common stock | $2.83M | +30K | 30,271 0.02% of portfolio | low |
| Q2 2026 as of | New | Brinks Co Common stock | $2.73M | +29K | 28,917 0.02% of portfolio | low |
| Q2 2026 as of | New | Generac Holdings Inc. Common stock | $2.12M | +7K | 7,249 0.01% of portfolio | low |
| Q2 2026 as of | New | Hamilton Lane INC Common stock | $1.06M | +13K | 13,400 <0.01% of portfolio | low |
| Q2 2026 as of | New | 48563L101 Common stock | $1.04M | +31K | 31,084 <0.01% of portfolio | low |
| Q2 2026 as of | New | 464287200 Common stock | $390.2K | +521 | 521 <0.01% of portfolio | low |
| Q2 2026 as of | New | 891160509 Common stock | $252.7K | +2K | 2,081 <0.01% of portfolio | low |
| Q2 2026 as of | New | Caterpillar Inc Common stock | $239.6K | +225 | 225 <0.01% of portfolio | low |
| Q2 2026 as of | New | 46432F842 Common stock | $213.4K | +2K | 2,210 <0.01% of portfolio | low |
| Q2 2026 as of | New | 063671101 Common stock | $211.2K | +1K | 1,195 <0.01% of portfolio | low |