Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Ewing Morris & Co. Investment Partners Ltd. 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Ewing Morris & Co. Investment Partners Ltd. (CIK 1846838) reported $191.4M across 87 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: CMP ($14.8M, 7.73%), IVV ($13.8M, 7.19%), IQLT ($10.0M, 5.24%), SRI ($8.2M, 4.27%), EVH ($8.0M, 4.16%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1CMPCOMPASS MINERALS INTL INC$14.8M7.73%570,800Trimmed
2IVVISHARES TR$13.8M7.19%18,383Added
3IQLTISHARES TR$10.0M5.24%202,585Added
4SRISTONERIDGE INC$8.2M4.27%1.4MTrimmed
5EVHEVOLENT HEALTH INC$8.0M4.16%10.5MHold
6TDTORONTO DOMINION BK ONT$6.4M3.33%52,374Trimmed
7FIVNFIVE9 INC$6.2M3.26%7.0MHold
8RYROYAL BK CDA$6.2M3.24%29,932Trimmed
9EFXTENERFLEX LTD$5.4M2.82%220,000Trimmed
10IEFAISHARES TR$5.0M2.62%51,992New
11DRVNDRIVEN BRANDS HLDGS INC$4.8M2.48%340,961Trimmed
12BMOBANK MONTREAL MEDIUM$4.7M2.45%26,524Trimmed
13BLBLACKLINE INC$4.6M2.41%5.0MHold
14XMTRXOMETRY INC$4.6M2.39%2.6MTrimmed
15GLDSPDR GOLD TR$4.6M2.38%12,367Trimmed
16JBTMJBT MAREL CORPORATION$3.8M2.00%26,451Trimmed
17FTSFORTIS INC$3.8M1.98%66,028Added
18GSHDGOOSEHEAD INS INC$3.8M1.97%77,633Trimmed
19ASTLALGOMA STL GROUP INC$2.9M1.54%722,350Added
20FOURPRASHIFT4 PMTS INC$2.9M1.50%3.0MNew
21IJRISHARES TR$2.9M1.50%19,400New
22IEMGISHARES INC$2.8M1.49%34,342New
23FSVFIRSTSERVICE CORP NEW$2.8M1.49%19,967Added
24BLBLACKLINE INC$2.7M1.39%95,000Added
25TRPTC ENERGY CORP$2.6M1.38%39,533Added

Source: SEC Form 13F filings · as of 2026-06-30