Rewey
Our archive holds 4 letters from Rewey, behind 4 investment theses and positions in 5 companies. Every quote below is copied verbatim from the letter it came from.
Rewey’s own letters pageWhat they bought and sold · 4 moves
- TrimmedUltra Clean Holdings, Inc.June 2026
“While we believe this upcycle is still in its early stages, we have trimmed our position into strength.”
Read the letter - 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.”
Read the letter - 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.”
Read the letter - 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.”
Read the letter
Companies held · 5
Every company Rewey has disclosed a position in across our archive, with the letter that last mentioned it.
- Cross Country Healthcare, Inc.Jun 2026
- Orthofix Medical Inc.Jun 2026
- Ultra Clean Holdings, Inc.Jun 2026
- Vontier Corp.Jun 2026
- Webster Financial Corp.Jun 2026
Theses · 4
- June 2026
Vontier offers high-quality industrial exposure with strong free cash flow, disciplined capital allocation, growth in fueling modernization, and attractive valuation.
Read the full thesis - 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.
Read the full thesis - 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.
Read the full thesis - 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.
Read the full thesis
Letter archive · 4
Funds · 3
- Rewey AM2
- Rewey AM RAM Smid Value Composite1
- Rewey Asset Management1
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