Institutions / Mawer Investment Management Ltd. / Activity
Activity — Mawer Investment Management Ltd.
166 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | New | FormFactor Inc Common stock | $32.44M | +203K | 202,824 0.22% of portfolio | medium |
| Q2 2026 as of | Trim | TSM Taiwan Semiconductor Manufacturing Co Ltd ADR | $-31.68M | -66K -35.54% | 120,328 0.39% of portfolio | medium |
| Q2 2026 as of | Trim | Waters Corp Common stock | $-30.68M | -82K -6.30% | 1,216,947 3.10% of portfolio | medium |
| Q2 2026 as of | Add | Kla Corp Common stock | $29.33M | +97K +1013.98% | 106,797 0.22% of portfolio | medium |
| Q2 2026 as of | Trim | Sherwin Williams Co Common stock | $-29.32M | -85K -63.67% | 48,595 0.11% of portfolio | medium |
| Q2 2026 as of | Trim | JPMorgan Chase & Co Common stock | $-28.72M | -88K -8.64% | 927,802 2.06% of portfolio | medium |
| Q2 2026 as of | Exit | McCormick & Co Inc Common stock | $-27.25M | -400K -100.00% | 0 | medium |
| Q2 2026 as of | Trim | Barrett Business Services Inc Common stock | $-26.05M | -733K -37.35% | 1,230,575 0.30% of portfolio | medium |
| Q2 2026 as of | Add | OPENLANE Inc Common stock | $25.90M | +628K +168.66% | 1,000,262 0.28% of portfolio | medium |
| Q2 2026 as of | Trim | Esquire Financial Holdings Inc Common stock | $-25.80M | -217K -27.06% | 583,871 0.47% 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 | Add | Medline Inc. Common stock | $24.28M | +616K +273.58% | 840,566 0.23% of portfolio | medium |
| Q2 2026 as of | Trim | Johnson & Johnson Common stock | $-23.72M | -93K -22.46% | 322,477 0.56% of portfolio | medium |
| Q2 2026 as of | Trim | Arthur J. Gallagher & Co. Common stock | $-23.65M | -103K -16.80% | 510,025 0.80% of portfolio | medium |
| Q2 2026 as of | Add | Dorman Products, Inc. Common stock | $22.74M | +167K +182.63% | 257,897 0.24% of portfolio | medium |
| Q2 2026 as of | Exit | Ensign Group Inc/The Common stock | $-21.98M | -126K -100.00% | 0 | medium |
| Q2 2026 as of | Trim | 852066208 Common stock | $-21.83M | -194K -12.82% | 1,320,706 1.01% of portfolio | medium |
| Q2 2026 as of | Trim | Donnelley Financial Solutions, Inc. Common stock | $-21.50M | -512K -59.61% | 347,156 0.10% of portfolio | medium |
| Q2 2026 as of | Add | Novanta Inc Common stock | $21.48M | +132K +28.96% | 589,573 0.65% of portfolio | medium |
| Q2 2026 as of | Add | Vertiv Holdings Co Common stock | $21.06M | +63K +687.79% | 72,028 0.16% of portfolio | medium |
| Q2 2026 as of | Add | Boston Scientific Corp Common stock | $20.67M | +484K +1048.36% | 530,533 0.15% 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 | Trim | Interactive Brokers Group Inc Common stock | $-17.98M | -207K -48.06% | 223,262 0.13% 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 | Trim | PROCTER & GAMBLE Co Common stock | $-16.45M | -112K -12.51% | 784,529 0.78% of portfolio | medium |
| Q2 2026 as of | Trim | BWX Technologies, Inc. Common stock | $-16.14M | -83K -10.73% | 689,750 0.91% 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 | Trim | Mastercard Inc Common stock | $-14.88M | -29K -6.26% | 434,186 1.52% of portfolio | medium |
| Q2 2026 as of | Trim | HDB Hdfc Bank Ltd ADR | $-14.53M | -563K -17.65% | 2,624,709 0.46% of portfolio | medium |
| Q2 2026 as of | Trim | Martin Marietta Materials Inc Common stock | $-13.50M | -23K -8.83% | 241,545 0.95% of portfolio | medium |
| Q2 2026 as of | Trim | TME Tencent Music Entertainment Group ADR | $-13.41M | -1.6M -20.56% | 6,202,845 0.35% of portfolio | medium |
| Q2 2026 as of | Trim | G8068L108 Common stock | $-13.34M | -88K -40.43% | 129,084 0.13% of portfolio | medium |
| Q2 2026 as of | Trim | AMETEK Inc Common stock | $-13.06M | -54K -26.84% | 147,117 0.24% 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 | Add | Airbnb, Inc. Common stock | $11.30M | +79K +11.82% | 746,819 0.73% of portfolio | medium |
| Q2 2026 as of | Add | Aaon, Inc. Common stock | $11.29M | +89K +11.61% | 855,173 0.74% 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 | Exit | Shift4 Payments, Inc. Common stock | $-10.70M | -170K -100.00% | 0 | medium |
| Q2 2026 as of | Exit | Murphy USA Inc. Common stock | $-10.24M | -25K -100.00% | 0 | 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 | Trim | Caci International Inc /De Common stock | $-9.98M | -22K -8.75% | 224,720 0.71% of portfolio | medium |
| Q2 2026 as of | Exit | Lyft, Inc. Common stock | $-9.84M | -508K -100.00% | 0 | medium |
| Q2 2026 as of | Trim | Danaher Corp /De Common stock | $-9.71M | -51K -13.76% | 319,583 0.41% 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 | Add | Block, Inc. Common stock | $9.56M | +126K +267.33% | 172,805 0.09% 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 | Exit | Warner Music Group Corp Common stock | $-9.05M | -295K -100.00% | 0 | medium |
| Q2 2026 as of | New | G0896C103 Common stock | $8.86M | +213K | 212,570 0.06% of portfolio | medium |
| Q2 2026 as of | Add | Atour Lifestyle Holdings Ltd Common stock | $8.67M | +273K +56.87% | 752,258 0.16% of portfolio | medium |