Mawer Investment Management Ltd. DFIN — DONNELLEY FINL SOLUTIONS INC

Ownership history in Mawer Investment Management Ltd.  ·  14 quarters on record

AI Ownership Summary

Mawer Investment Management Ltd. reported DONNELLEY FINL SOLUTIONS INC (DFIN) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.61% in 2024 Q3. The latest visible filing shows DFIN at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DFIN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mawer Investment Management Ltd.'s position in DONNELLEY FINL SOLUTIONS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DFIN was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.61% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DFIN stock page Mawer Investment Management Ltd. fund profile Mawer Investment Management Ltd. full holdings
How Mawer Investment Management Ltd. held DFIN — position size vs. price
% of Fund (quarterly)    DFIN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 423,704 -435,861 -50.7% 0.13% $20.0M 2026-05-06 $42.97
2025 Q4 REDUCED — — — 859,565 -4,064 -0.5% 0.22% $40.1M 2026-02-10 $44.38
2025 Q3 REDUCED 19.6% -8.5% ✅ 863,629 -210,757 -19.6% 0.23% $44.4M 2025-11-04 $45.17
2025 Q2 REDUCED 19.4% -16.6% ✅ 1,074,386 -258,389 -19.4% 0.34% $66.2M 2025-08-07 $52.53
2025 Q1 REDUCED 23.2% +41.0% ❌ 1,332,775 -402,787 -23.2% 0.28% $58.3M 2025-05-07 $52.52
2024 Q4 REDUCED 14.1% -30.3% ✅ 1,735,562 -285,541 -14.1% 0.49% $108.9M 2025-02-12 $65.60
2024 Q3 REDUCED — — — 2,021,103 -90,009 -4.3% 0.61% $133.0M 2024-11-07 $62.41
2024 Q2 ADDED — — — 2,111,112 +68,908 +3.4% 0.60% $125.9M 2024-08-07 $61.35
2024 Q1 ADDED — — — 2,042,204 +657,835 +47.5% 0.59% $126.6M 2024-05-06 $63.18
2023 Q4 ADDED — — — 1,384,369 +383,828 +38.4% 0.44% $86.3M 2024-02-07 $62.24
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DFIN

As of 2026 Q1 — sorted by position size

Simcoe Capital Management, LLC 3Y 7Y 4.89% Access Investment Management LLC 2.93% Villanova Investment Management Co LLC 2.33% RICE HALL JAMES & ASSOCIATES, LLC 3Y 7Y 2.05% SHAPIRO CAPITAL MANAGEMENT LLC 3Y 7Y 1.32% Bridge City Capital, LLC 3Y 7Y 0.89% Ophir Asset Management Pty Ltd 3Y 0.6% GLOBEFLEX CAPITAL L P 3Y 7Y 0.49% ISTHMUS PARTNERS, LLC 3Y 7Y 0.36% FRONTIER CAPITAL MANAGEMENT CO LLC 3Y 7Y 0.32%

FAQ About Mawer Investment Management Ltd. and DFIN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Mawer Investment Management Ltd. reported owning DFIN?

Mawer Investment Management Ltd. reported DFIN across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DFIN position in Mawer Investment Management Ltd.'s portfolio?

The largest reported portfolio weight for DFIN was 0.61% in 2024 Q3.

What is the latest reported DFIN position on this page?

The most recent filing on this page is 2026 Q1, when Mawer Investment Management Ltd. reported 423,704 shares, equal to 0.13% of portfolio, with an estimated market value of $20.0M.

What does the chart on this DFIN ownership page compare?

The chart compares Mawer Investment Management Ltd.'s quarterly DFIN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Mawer Investment Management Ltd. time their DFIN position?

Based on 13F filing dates vs. subsequent DFIN price moves, Mawer Investment Management Ltd. correctly timed 7 out of 13 reported position changes (54%). The annualised alpha on DFIN relative to SPY over the holding period was -20.7%.

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