Mawer Investment Management Ltd.
13F filer · CIK 1538449 · Calgary
Summary
Mawer Investment Management Ltd. reported $14.71B across 142 positions in its 13F for 2026 Q2, filed Aug 7, 2026. The largest holdings are GOOG (6.4%), AMZN (4.9%), MSFT (4.3%). Versus 2026 Q1, leaving options aside, it opened 28 new positions, added to 39, trimmed 74 and sold out of 12.
Reported value$14.71B
Positions142
Report period2026 Q2
FiledAug 7, 2026
New positions28
Added39
Trimmed74
Sold out12
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 6.4%Value $947.66MPrice $337.32Shares 2.68M -17.89%Since Jun 30 -4.53%
Weight 4.9%Value $721.72MPrice $246.67Shares 3.03M -17.04%Since Jun 30 +3.50%
Weight 4.3%Value $626.63MPrice $508.96Shares 1.68M -27.44%Since Jun 30 +36.44%
Weight 4.2%Value $621.39MPrice $95.14Shares 8.01M +12.55%Since Jun 30 +22.70%
Weight 4.2%Value $615.99MPrice $227.21Shares 3.08M +223.55%Since Jun 30 +13.55%
Weight 4.0%Value $593.61MPrice $365.88Shares 1.73M -10.67%Since Jun 30 +6.64%
Weight 3.1%Value $456.40MPrice $443.26Shares 1.22M -13.30%Since Jun 30 +18.19%
Weight 2.9%Value $421.31MPrice $307.60Shares 1.49M +44.38%Since Jun 30 +8.70%
Weight 2.8%Value $415.81MPrice $84.34Shares 2.36M -40.85%Since Jun 30 -52.17%
Weight 2.6%Value $388.62MPrice $275.90Shares 1.17M -8.26%Since Jun 30 -16.82%
Weight 2.4%Value $352.82MPrice $145.10Shares 2.42M -9.69%Since Jun 30 -0.47%
Weight 2.4%Value $346.68MPrice $80.48Shares 4.20M -10.17%Since Jun 30 -2.61%
Weight 2.3%Value $339.74MPrice $504.61Shares 667K -2.38%Since Jun 30 -0.92%
Weight 2.1%Value $312.45MPrice $119.30Shares 2.28M +71.14%Since Jun 30 -12.80%
Weight 2.1%Value $311.87MPrice $170.42Shares 1.87M -46.16%Since Jun 30 +2.25%
Weight 2.1%Value $310.77MPrice $753368Shares 415 -18.47%Since Jun 30 +0.60%
Weight 2.1%Value $307.38MPrice $738.79Shares 546K -10.95%Since Jun 30 +31.16%
Weight 2.1%Value $303.70MPrice $334.98Shares 928K -16.68%Since Jun 30 +2.34%
Weight 2.0%Value $289.36MPrice $83.45Shares 3.02M -11.64%Since Jun 30 -12.81%
Weight 1.8%Value $270.57MPrice $234.43Shares 1.04M +7.57%Since Jun 30 -10.06%
Weight 1.7%Value $250.11MPrice $152.19Shares 2.03M -2.35%Since Jun 30 +23.62%
Weight 1.5%Value $223.00MPrice $563.58Shares 434K -3.99%Since Jun 30 +9.73%
Weight 1.4%Value $211.10MPrice $263.22Shares 956K -7.31%Since Jun 30 +19.20%
Weight 1.2%Value $174.54MPrice $392.45Shares 429K +11.87%Since Jun 30 -3.64%
Weight 1.0%Value $148.38MPrice $120.25Shares 1.32M -2.26%Since Jun 30 +7.03%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 6.4% | $947.66M | -4.53% | -17.89% | Trim | |
| 4.9% | $721.72M | +3.50% | -17.04% | Trim | |
| 4.3% | $626.63M | +36.44% | -27.44% | Trim | |
| 4.2% | $621.39M | +22.70% | +12.55% | Add | |
| 4.2% | $615.99M | +13.55% | +223.55% | Add | |
| 4.0% | $593.61M | +6.64% | -10.67% | Trim | |
| 3.1% | $456.40M | +18.19% | -13.30% | Trim | |
| 2.9% | $421.31M | +8.70% | +44.38% | Add | |
| 2.8% | $415.81M | -52.17% | -40.85% | Trim | |
| 2.6% | $388.62M | -16.82% | -8.26% | Trim | |
| 2.4% | $352.82M | -0.47% | -9.69% | Trim | |
| 2.4% | $346.68M | -2.61% | -10.17% | Trim | |
| 2.3% | $339.74M | -0.92% | -2.38% | Trim | |
| 2.1% | $312.45M | -12.80% | +71.14% | Add | |
| 2.1% | $311.87M | +2.25% | -46.16% | Trim | |
 BRK.ABERKSHIRE HATHAWAY INC DEL | 2.1% | $310.77M | +0.60% | -18.47% | Trim |
| 2.1% | $307.38M | +31.16% | -10.95% | Trim | |
| 2.1% | $303.70M | +2.34% | -16.68% | Trim | |
| 2.0% | $289.36M | -12.81% | -11.64% | Trim | |
| 1.8% | $270.57M | -10.06% | +7.57% | Add | |
| 1.7% | $250.11M | +23.62% | -2.35% | Trim | |
| 1.5% | $223.00M | +9.73% | -3.99% | Trim | |
| 1.4% | $211.10M | +19.20% | -7.31% | Trim | |
| 1.2% | $174.54M | -3.64% | +11.87% | Add | |
| 1.0% | $148.38M | +7.03% | -2.26% | Trim |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.