HS versus GTK

I had a closer look at the Mawer selling (see previous thread). Mawer (large Canadian fund manager) holds HSN in its small cap fund. In May 2014 Mawer's holding in HSN was 8.58%, June 2016 7.52%, now down to 6.47% (about $49m worth). The SP in May 2014 was about $1.30. So Mawer has done extremely well with HSN.
In late 2015 Mawer also took a 7.7% position in GTK now worth about $19m. It looks like Mawer's HSN trades involve some profit-taking/rebalancing. Given the difference in the HSN and GTK market caps, my guess is that most of the selling is behind us, but this is pure speculation.
Mawer may be hoping to more than triple its money again this time in GTK. Have a look at GTK's most recent announcement. GTK is flying despite a stronger NZ dollar.
I have holdings in both GTK and HSN though I came to GTK first. It has done very well this year. Same with HSN but in the last 4 or 5 mths HSN has been held back by the Mawer selling. There was also a big sale by the Hansen family.
I'm thinking now is a good time to top up on HSN. Latest annual report is projecting for current year revenue $175m and EBITDA 25-30%. HSN beat its own forecasts last year and will most likely do so again this year. Choosing between HSN and GTK isn't easy. Best to own both. IMHO & DYOR.