MAWER INVESTMENT MANAGEMENT LTD.

PrivateCIK: 1538449
Location

CALGARY, A0

📋 What this filing means

MAWER INVESTMENT MANAGEMENT LTD. filed this quarterly 13F‑HR report disclosing 142 equity positions with a total reported market value of $14.71B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

142
Positions
$14.71B
Total AUM (reported)
101.78M
Total Shares

Allocation by class

TOTAL AUM$14.71B142 positions
COM$8.82B60.0%
CL A$1.50B10.2%
CAP STK CL C$947.66M6.4%
COM CL A$790.05M5.4%
SPON ADS$673.18M4.6%
SHS CL A$388.62M2.6%
SHS$364.65M2.5%

Portfolio Concentration

Top 315.6%4–1023.9%11–2528.2%Rest32.3%TOP 1039.5%0%100%
Top 3$2.30B15.6%
4–10$3.51B23.9%
11–25$4.15B28.2%
Rest$4.75B32.3%

Top 3 weight

15.6%

Top 10 weight

39.5%

Voting Authority Distribution

Total shares with voting rights: 101.78M

Sole

Full voting authority

100.40M

shares

% of voting shares98.6%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

1.39M

shares

% of voting shares1.4%

Investment Discretion (by position count)

Sole142
Shared0
Other0
Dominant voting typeSole · 98.6% of voting shares
Institutional Holdings142
Rows:

ALPHABET INC

SOLE
CAP STK CL C
Shares2.68M
TypeSH
Market value$947.66M
6.44%
Sole
2.62M
Shared
0.00
None
58.51K

AMAZON COM INC

SOLE
COM
Shares3.03M
TypeSH
Market value$721.72M
4.91%
Sole
2.97M
Shared
0.00
None
62.68K

MICROSOFT CORP

SOLE
COM
Shares1.68M
TypeSH
Market value$626.63M
4.26%
Sole
1.64M
Shared
0.00
None
37.91K

SHELL PLC

SOLE
SPON ADS
Shares8.01M
TypeSH
Market value$621.39M
4.22%
Sole
7.83M
Shared
0.00
None
183.34K

NVIDIA CORPORATION

SOLE
COM
Shares3.08M
TypeSH
Market value$615.99M
4.19%
Sole
3.01M
Shared
0.00
None
71.96K

VISA INC

SOLE
COM CL A
Shares1.73M
TypeSH
Market value$593.61M
4.04%
Sole
1.69M
Shared
0.00
None
38.21K

WATERS CORP

SOLE
COM
Shares1.22M
TypeSH
Market value$456.40M
3.10%
Sole
1.20M
Shared
0.00
None
18.20K

CENCORA INC

SOLE
COM
Shares1.49M
TypeSH
Market value$421.31M
2.86%
Sole
1.46M
Shared
0.00
None
26.56K

AMPHENOL CORP

SOLE
CL A
Shares2.36M
TypeSH
Market value$415.81M
2.83%
Sole
2.33M
Shared
0.00
None
28.55K

AON PLC

SOLE
SHS CL A
Shares1.17M
TypeSH
Market value$388.62M
2.64%
Sole
1.15M
Shared
0.00
None
23.56K

AERCAP HOLDINGS NV

SOLE
SHS
Shares2.42M
TypeSH
Market value$352.82M
2.40%
Sole
2.37M
Shared
0.00
None
53.70K

WELLS FARGO & CO

SOLE
COM
Shares4.20M
TypeSH
Market value$346.68M
2.36%
Sole
4.09M
Shared
0.00
None
105.25K

NORTHROP GRUMMAN CORP

SOLE
COM
Shares667.07K
TypeSH
Market value$339.74M
2.31%
Sole
653.56K
Shared
0.00
None
13.51K

AMERICAN ELEC PWR CO INC

SOLE
COM
Shares2.28M
TypeSH
Market value$312.45M
2.12%
Sole
2.24M
Shared
0.00
None
40.74K

MARSH & MCLENNAN COS INC

SOLE
COM
Shares1.87M
TypeSH
Market value$311.87M
2.12%
Sole
1.82M
Shared
0.00
None
47.36K

BERKSHIRE HATHAWAY INC DEL

SOLE
CL A
Shares415.00
TypeSH
Market value$310.77M
2.11%
Sole
415.00
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares545.69K
TypeSH
Market value$307.38M
2.09%
Sole
528.31K
Shared
0.00
None
17.38K

JPMORGAN CHASE & CO

SOLE
COM
Shares927.80K
TypeSH
Market value$303.70M
2.06%
Sole
906.88K
Shared
0.00
None
20.92K

SOUTHERN CO

SOLE
COM
Shares3.02M
TypeSH
Market value$289.36M
1.97%
Sole
2.97M
Shared
0.00
None
56.20K

TOWER SEMICONDUCTOR LTD

SOLE
SHS NEW
Shares1.04M
TypeSH
Market value$270.57M
1.84%
Sole
1.02M
Shared
0.00
None
15.60K

INTERCONTINENTAL EXCHANGE IN

SOLE
COM
Shares2.03M
TypeSH
Market value$250.11M
1.70%
Sole
2M
Shared
0.00
None
36.13K

MASTERCARD INCORPORATED

SOLE
CL A
Shares434.19K
TypeSH
Market value$223.00M
1.52%
Sole
428.76K
Shared
0.00
None
5.43K

CME GROUP INC

SOLE
COM
Shares955.94K
TypeSH
Market value$211.10M
1.44%
Sole
941.35K
Shared
0.00
None
14.59K

S&P GLOBAL INC

SOLE
COM
Shares428.57K
TypeSH
Market value$174.54M
1.19%
Sole
421.72K
Shared
0.00
None
6.86K

SPROTT INC

SOLE
COM NEW
Shares1.32M
TypeSH
Market value$148.38M
1.01%
Sole
1.32M
Shared
0.00
None
0.00
Page 1 of 6