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 (2026-03-31)

Ewing Morris & Co. Investment Partners Ltd. (CIK 1846838) reported $222.1M across 85 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CMP ($40.4M, 18.21%), IVV ($11.2M, 5.04%), BAND ($10.9M, 4.93%), IQLT ($9.3M, 4.20%), GLD ($7.1M, 3.20%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1CMPCOMPASS MINERALS INTL INC$40.4M18.21%2.0MAdded
2IVVISHARES TR$11.2M5.04%17,139Added
3BANDBANDWIDTH INC$10.9M4.93%12.2MHold
4IQLTISHARES TR$9.3M4.20%201,689Added
5GLDSPDR GOLD TR$7.1M3.20%16,512Added
6FIVNFIVE9 INC$6.1M2.74%7.0MHold
7EVHEVOLENT HEALTH INC$5.8M2.63%10.5MHold
8RYROYAL BK CDA$5.7M2.55%35,160Added
9SRISTONERIDGE INC$5.5M2.47%1.4MAdded
10EFXTENERFLEX LTD$5.2M2.35%250,000Trimmed
11DRVNDRIVEN BRANDS HLDGS INC$5.1M2.31%405,961Added
12TDTORONTO DOMINION BK ONT$5.0M2.24%53,354Trimmed
13BLBLACKLINE INC$4.7M2.13%5.0MHold
14JBTMJBT MAREL CORPORATION$4.7M2.11%36,651Hold
15XMTRXOMETRY INC$4.4M1.97%4.1MHold
16GSHDGOOSEHEAD INS INC$4.3M1.95%101,683Added
17RPDRAPID7 INC$3.8M1.70%4.3MTrimmed
18CABOCABLE ONE INC$3.8M1.69%5.0MTrimmed
19EFAISHARES TR$3.7M1.66%37,878New
20FTSFORTIS INC$3.6M1.64%65,538Added
21BMOBANK MONTREAL MEDIUM$3.6M1.62%26,581Trimmed
22ZDZIFF DAVIS INC$3.3M1.49%78,643Added
23SPYSTATE STR SPDR S&P 500 ETF T$3.2M1.45%4,952Added
24SWIMLATHAM GROUP INC$3.1M1.40%579,658Trimmed
25ASTLALGOMA STL GROUP INC$2.9M1.32%710,000Added

Source: SEC Form 13F filings · as of 2026-03-31