Rewey
Rewey Asset Management
Dec 2025 → Dec 2025
Our archive holds 1 letter from this strategy, behind 1 investment thesis and positions in 4 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year · follow all of Rewey for every strategy.
What it bought and sold
As a result, we modestly trimmed our position.
We had reduced our position ahead of its FY3Q26 report, as we thought there could be some weaknesses in sales and merger integration.
We initiated a position in Donnelley Financial Solutions (DFIN), a provider of capital markets and compliance-related technology solutions.