Rewey Asset Management’s Q2 Top Performer: Ducommun (DCO)
Rewey Asset Management, an investment management company, released its “RAM Smid Composite” second quarter 2025 investor letter. A copy of the letter can be downloaded here.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | GAMCO Investors Mario Gabelli | 626,611 | $51,776,867 | +7% | 0.51% |
2. | RDST Capital Brian D. Pirie | 568,791 | $46,999,200 | -10% | 4.7% |
3. | Ophir Asset Management Steven Ng And Andrew Mitchell | 242,009 | $22,151,084 | 3.52% | |
4. | First Eagle Investment Management Jean-Marie Eveillard | 217,888 | $18,004,085 | -13% | 0.04% |
5. | Meros Investment Management Timothy Chatard | 172,682 | $14,268,714 | -10% | 6.77% |
Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$21.27 | 1,000 | $21,270.00 | 15,990 | 2020-03-20 | Filing | |
$18.62 | 2,500 | $46,550.00 | 53,867 | 2020-03-19 | Filing | |
$21.10 | 15,000 | $316,500.00 | 177,150 | 2020-03-17 | Filing | |
$27.08 | 1,000 | $27,080.00 | 27,700 | 2020-03-16 | Filing | |
$33.93 | 15,000 | $508,950.00 | 162,150 | 2020-03-11 | Filing |
Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$69.50 | 1,000 | $69,500.00 | 409,900 | 2024-12-05 | Filing | |
$66.32 | 1,200 | $79,584.00 | 341,151 | 2024-09-20 | Filing | |
$64.20 | 770 | $49,434.00 | 63,826 | 2024-08-15 | Filing | |
$60.69 | 3,300 | $200,277.00 | 63,826 | 2024-08-12 | Filing | |
$58.23 | 2,000 | $116,460.00 | 347,539 | 2024-06-21 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 2,527 | $242,921 | 0% | |
2. | 1,500 | $144,195 | 0.02% | |
3. | 302 | $29,032 | 0.01% | |
4. | 199 | $19,130 | 0% | |
5. | 182 | $17,496 | 0% |