Rewey

Mar 2025 → Sep 2026 · Publishes quarterly · 4 funds

Our archive holds 5 letters from Rewey, behind 5 investment theses and positions in 11 companies. Every quote below is copied verbatim from the letter it came from.

Writes about

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Letters

Companies

Moves

Theses

4 strategies

Rewey publishes a letter per strategy. Each one has its own page with what it holds, what it bought and what it wrote.

Rewey AM2
4 companies
Rewey AM RAM Smid Value Composite1
Mid-cap Value · 8 companies
YTD +31.1% (Jun 30, 2026)
Rewey AM Smid Value Strategy1
10 companies
YTD +21.7% (Sep 30, 2026)
Rewey Asset Management1
4 companies

Returns as reported in each strategy’s latest letter, extracted automatically and not verified by us; one share class, in its own currency. Not investment advice. Past performance does not predict future returns.

What they bought and sold · 11 moves

New positionMayville Engineering Company
September 2026
“We reestablished a position in Mayville Engineering company in the quarter.”
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TrimmedUltra Clean Holdings, Inc.
September 2026
“We did trim back our position at higher levels, which gave us room to add at lower prices in 3Q26.”
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TrimmedUltra Clean Holdings, Inc.
June 2026
“While we believe this upcycle is still in its early stages, we have trimmed our position into strength.”
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ExitedWebster Financial Corp.
June 2026
“we added five new positions in 2Q26 and sold four positions, which included both Webster (WBS) and Cross Country (CCRN) as they both have acquisition offers.”
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ExitedCross Country Healthcare, Inc.
June 2026
“we added five new positions in 2Q26 and sold four positions, which included both Webster (WBS) and Cross Country (CCRN) as they both have acquisition offers.”
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New positionVontier Corp.
June 2026
“We initiated a position in Vontier Corp. (NYSE: VNT), a $4.2 billion industrial technology company that provides fueling equipment, payment systems, and automotive repair tools.”
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TrimmedMayville Engineering Company
December 2025
“As a result, we modestly trimmed our position.”
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TrimmedLakeland Industries
December 2025
“We had reduced our position ahead of its FY3Q26 report, as we thought there could be some weaknesses in sales and merger integration.”
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New positionDonnelley Financial Solutions
December 2025
“We initiated a position in Donnelley Financial Solutions (DFIN), a provider of capital markets and compliance-related technology solutions.”
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AddedLakeland Industries
June 2025
“We increased our position on the price weakness during the quarter.”
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AddedOrthofix Medical
June 2025
“In 2Q25, we increased our position in Orthofix Medical, Inc. (OFIX) following a 45.6% decline from its February high and a 36.1% drop from its 2024 close.”
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Companies held · 11

Every company Rewey has disclosed a position in across our archive, with the letter that last mentioned it.

Theses · 5

Mayville Engineering Company
September 2026
Mayville Engineering Company offers a compelling valuation opportunity as its balance sheet improves, demand reaccelerates across multiple end markets, and cash flow and margins are expected to recover.
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Vontier Corp.
June 2026
Vontier offers high-quality industrial exposure with strong free cash flow, disciplined capital allocation, growth in fueling modernization, and attractive valuation.
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Donnelley Financial Solutions, Inc.
December 2025
Donnelley Financial Solutions is transitioning to a SaaS model for mission-critical compliance and capital markets workflows with strong cash flow, solid balance sheet, improving margins, and attractive valuation versus peers.
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Orthofix Medical, Inc.
June 2025
Orthofix Medical is viewed as a compelling investment opportunity due to its strong financial position, recent insider purchases, and potential for growth in key markets despite a temporary revenue setback.
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Ducommun
March 2025
With strong defense tailwinds, backlog growth, and margin expansion potential, Ducommun looks like a high-conviction aerospace supplier ready to compound over multiple years.
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Letter archive · 5

2026

2025

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