Mawer Investment Management Ltd. OSIS OSI SYSTEMS INC

Ownership history in Mawer Investment Management Ltd.  ·  6 quarters on record

AI Ownership Summary

Mawer Investment Management Ltd. reported OSI SYSTEMS INC (OSIS) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.15% in 2025 Q4. The latest visible filing shows OSIS at 1.14% 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.

What this OSIS 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 OSI SYSTEMS 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

OSIS was reported at 1.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.15% in 2025 Q4

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

Time in book
Holding Window
2024 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.

How Mawer Investment Management Ltd. held OSIS — position size vs. price
% of Fund (quarterly)    OSIS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 17.5% -19.7% 662,634 -140,968 -17.5% 1.14% $175.9M 2026-05-06 $240.27
2025 Q4 REDUCED 6.2% +4.1% 803,602 -52,781 -6.2% 1.15% $205.0M 2026-02-10 $274.10
2025 Q3 ADDED 856,383 +343,727 +67.0% 1.11% $213.4M 2025-11-04 $277.54
2025 Q2 ADDED 512,656 +51,634 +11.2% 0.58% $115.3M 2025-08-07 $223.93
2025 Q1 ADDED 461,022 +83,724 +22.2% 0.43% $89.6M 2025-05-07 $221.39
2024 Q4 INITIATED 377,298 0.29% $63.2M 2025-02-12 $208.91

FAQ About Mawer Investment Management Ltd. and OSIS

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 OSIS?

Mawer Investment Management Ltd. reported OSIS across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

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

The largest reported portfolio weight for OSIS was 1.15% in 2025 Q4.

What is the latest reported OSIS position on this page?

The most recent filing on this page is 2026 Q1, when Mawer Investment Management Ltd. reported 662,634 shares, equal to 1.14% of portfolio, with an estimated market value of $175.9M.

What does the chart on this OSIS ownership page compare?

The chart compares Mawer Investment Management Ltd.'s quarterly OSIS 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 OSIS position?

Based on 13F filing dates vs. subsequent OSIS price moves, Mawer Investment Management Ltd. correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on OSIS relative to SPY over the holding period was +1040.5%.

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