StockDriftsStockDriftsTop 50 Ewing Morris & CO Investment Partners LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CMP | COMPASS MINERALS INTL INC | 7.73% | 570.8K | $14.8M | -71.66%(-1.44M) | $15.93(+66.68%) | 2026-06-30 | |
| IVV | ISHARES TR | 7.19% | 18.4K | $13.8M | +7.26%(+1.24K) | $622.71(+25.50%) | 2026-06-30 | |
| IQLT | ISHARES TR | 5.24% | 202.6K | $10.0M | +0.44%(+896) | $41.77(+24.11%) | 2026-06-30 | |
| SRI | STONERIDGE INC | 4.27% | 1.35M | $8.2M | -0.88%(-12.07K) | $18.57(-62.31%) | 2026-06-30 | |
| TD | TORONTO DOMINION BK ONT | 3.33% | 52.4K | $6.4M | -1.84%(-980) | $58.24(+111.39%) | 2026-06-30 | |
| RY | ROYAL BK CDA | 3.24% | 29.9K | $6.2M | -14.87%(-5.23K) | $129.61(+65.88%) | 2026-06-30 | |
| EFXT | ENERFLEX LTD | 2.82% | 220.0K | $5.4M | -12.00%(-30.00K) | $8.83(+143.24%) | 2026-06-30 | |
| IEFA | ISHARES TR | 2.62% | 52.0K | $5.0M | new | $92.14(+9.85%) | 2026-06-30 | |
| DRVN | DRIVEN BRANDS HLDGS INC | 2.48% | 341.0K | $4.8M | -16.01%(-65.00K) | $15.51(-18.25%) | 2026-06-30 | |
| BMO | BANK MONTREAL MEDIUM | 2.45% | 26.5K | $4.7M | -0.21%(-57) | $93.89(+96.15%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.41% | +42.04% | — | — | +45.19% |
| Top 20 Holdings Unweighted | +11.53% | +38.72% | — | — | -5.20% |
Ewing Morris & CO Investment Partners LTD reports $191.40M in US-listed equity holdings across 89 positions in its most recent 13F filing. Its largest disclosed positions are CMP (7.7%), IVV (7.2%) and IQLT (5.2%). The top 20 holdings account for 58.49% of reported assets. Its disclosed equity book has returned +42.04% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ewing Morris & CO Investment Partners LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1846838). View Ewing Morris & CO Investment Partners LTD’s 13F filings on SEC