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Ewing Morris & Co. Investment Partners Ltd.

Portfolio Manager
Ewing Morris & Co. Investment Partners Ltd.
Performance
-3.43% (2026 Q1)
AUM (13F)
$222.07M
# of Holdings
86
Performance Rank
Allocation (Top 20)
59.5%

Ewing Morris & Co. Investment Partners Ltd. Holdings Map

Top 50 Ewing Morris & Co. Investment Partners Ltd. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
CMP
COMPASS MINERALS INTL INC
18.21%2.01M$40.4M
+20.02%(+336.01K)
2025-Q1: 424.5K shares2025-Q2: 1.28M shares2025-Q3: 1.67M shares2025-Q4: 1.68M shares2026-Q1: 2.01M shares
$15.93(+88.03%)
2026-03-31
IVV
ISHARES TR
5.04%17.1K$11.2M
+26.33%(+3.57K)
2025-Q1: 6.7K shares2025-Q2: 9.8K shares2025-Q3: 12.2K shares2025-Q4: 13.6K shares2026-Q1: 17.1K shares
$617.68(+21.17%)
2026-03-31
IQLT
ISHARES TR
4.2%201.7K$9.3M
+22.03%(+36.41K)
2025-Q1: 92.7K shares2025-Q2: 128.9K shares2025-Q3: 139.9K shares2025-Q4: 165.3K shares2026-Q1: 201.7K shares
$41.75(+18.80%)
2026-03-31
GLD
SPDR GOLD TR
3.2%16.5K$7.1M
+4.65%(+734)
2025-Q1: 6.5K shares2025-Q2: 11.0K shares2025-Q3: 16.1K shares2025-Q4: 15.8K shares2026-Q1: 16.5K shares
$290.49(+30.17%)
2026-03-31
RY
ROYAL BK CDA
2.55%35.2K$5.7M
+18.73%(+5.55K)
2025-Q1: 29.5K shares2025-Q2: 29.7K shares2025-Q3: 30.0K shares2025-Q4: 29.6K shares2026-Q1: 35.2K shares
$129.61(+58.00%)
2026-03-31
SRI
STONERIDGE INC
2.47%1.37M$5.5M
+2.16%(+28.85K)
2025-Q1: 1.22M shares2025-Q2: 1.22M shares2025-Q3: 1.34M shares2025-Q4: 1.34M shares2026-Q1: 1.37M shares
$18.57(-62.68%)
2026-03-31
EFXT
ENERFLEX LTD
2.35%250.0K$5.2M
-16.67%(-50.00K)
2025-Q1: 180.0K shares2025-Q2: 220.0K shares2025-Q3: 300.0K shares2025-Q4: 300.0K shares2026-Q1: 250.0K shares
$8.83(+161.36%)
2026-03-31
DRVN
DRIVEN BRANDS HLDGS INC
2.31%406.0K$5.1M
+6.23%(+23.79K)
2025-Q1: 218.9K shares2025-Q2: 382.2K shares2025-Q3: 382.2K shares2025-Q4: 382.2K shares2026-Q1: 406.0K shares
$15.51(-6.71%)
2026-03-31
TD
TORONTO DOMINION BK ONT
2.24%53.4K$5.0M
-0.01%(-3)
2025-Q1: 55.6K shares2025-Q2: 55.2K shares2025-Q3: 54.7K shares2025-Q4: 53.4K shares2026-Q1: 53.4K shares
$58.24(+104.85%)
2026-03-31
JBTM
JBT MAREL CORPORATION
2.11%36.7K$4.7M
+0.00%(+0)
2025-Q1: 19.0K shares2025-Q2: 29.4K shares2025-Q3: 36.7K shares2025-Q4: 36.7K shares2026-Q1: 36.7K shares
$118.85(+22.70%)
2026-03-31

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