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Mawer Investment Management Ltd. Last Quarter Change: USA Stocks, New

Mawer Investment Management Ltd. quarter change: USA Stocks, New

In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Mawer Investment Management Ltd. opened 24 positions, added to 36, reduced 70, sold out of 9 and left 1 unchanged. The largest increase in value was NVDA (+$450,048,579); the largest decrease was MRSH (-$290,975,015).

  • VMI: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 114,118.
  • AVGO: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 128,290.
  • NOW: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 337,344.
  • FORM: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 202,824.

Two Form 13F-HR filings compared (SEC CIK 1538449): 2026-03-31 (filed 2026-05-06) and 2026-06-30 (filed 2026-08-07). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
VMI
VALMONT INDS INC
United StatesCOM0114,118+114,118$0$65,914,557+$65,914,557
AVGO
BROADCOM INC
United StatesCOM0128,290+128,290$0$48,461,548+$48,461,548
NOW
SERVICENOW INC
United StatesCOM0337,344+337,344$0$33,491,512+$33,491,512
FORM
FORMFACTOR INC
United StatesCOM0202,824+202,824$0$32,437,642+$32,437,642
WCC
WESCO INTL INC
United StatesCOM074,616+74,616$0$25,774,605+$25,774,605
ADSK
AUTODESK INC
United StatesCOM0130,248+130,248$0$25,322,816+$25,322,816
RXO
RXO INC
United StatesCOMMON STOCK0657,345+657,345$0$18,136,149+$18,136,149
TER
TERADYNE INC
United StatesCOM035,997+35,997$0$17,416,788+$17,416,788
XPEL
XPEL INC
United StatesCOM0310,200+310,200$0$15,385,920+$15,385,920
GLBE
GLOBAL E ONLINE LTD
SHS0340,500+340,500$0$11,825,565+$11,825,565
CART
MAPLEBEAR INC
United StatesCOM0230,600+230,600$0$10,918,910+$10,918,910
TWST
TWIST BIOSCIENCE CORP
United StatesCOM099,251+99,251$0$10,210,943+$10,210,943
FND
FLOOR & DECOR HLDGS INC
United StatesCL A0160,400+160,400$0$9,521,344+$9,521,344
TBBB
BBB FOODS INC
CL A COM0212,570+212,570$0$8,857,792+$8,857,792
MTRN
MATERION CORP
United StatesCOM026,872+26,872$0$7,991,464+$7,991,464
LMT
LOCKHEED MARTIN CORP
United StatesCOM014,217+14,217$0$7,242,993+$7,242,993
PARR
PAR PAC HOLDINGS INC
United StatesCOM NEW095,910+95,910$0$5,378,633+$5,378,633
PEGA
PEGASYSTEMS INC
United StatesCOM0170,958+170,958$0$5,123,611+$5,123,611
GNRC
GENERAC HLDGS INC
United StatesCOM07,249+7,249$0$2,122,580+$2,122,580
HLNE
HAMILTON LANE INC
United StatesCL A013,400+13,400$0$1,056,322+$1,056,322
KRT
KARAT PACKAGING INC
United StatesCOM031,084+31,084$0$1,040,071+$1,040,071
TD
TORONTO DOMINION BK ONT
COM NEW02,081+2,081$0$252,696+$252,696
CAT
CATERPILLAR INC
United StatesCOM0225+225$0$239,603+$239,603
BMO
BANK MONTREAL MEDIUM
COM01,195+1,195$0$211,157+$211,157

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