Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
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. (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.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CMP | COMPASS MINERALS INTL INC | $40.4M | 18.21% | 2.0M | Added |
| 2 | IVV | ISHARES TR | $11.2M | 5.04% | 17,139 | Added |
| 3 | BAND | BANDWIDTH INC | $10.9M | 4.93% | 12.2M | Hold |
| 4 | IQLT | ISHARES TR | $9.3M | 4.20% | 201,689 | Added |
| 5 | GLD | SPDR GOLD TR | $7.1M | 3.20% | 16,512 | Added |
| 6 | FIVN | FIVE9 INC | $6.1M | 2.74% | 7.0M | Hold |
| 7 | EVH | EVOLENT HEALTH INC | $5.8M | 2.63% | 10.5M | Hold |
| 8 | RY | ROYAL BK CDA | $5.7M | 2.55% | 35,160 | Added |
| 9 | SRI | STONERIDGE INC | $5.5M | 2.47% | 1.4M | Added |
| 10 | EFXT | ENERFLEX LTD | $5.2M | 2.35% | 250,000 | Trimmed |
| 11 | DRVN | DRIVEN BRANDS HLDGS INC | $5.1M | 2.31% | 405,961 | Added |
| 12 | TD | TORONTO DOMINION BK ONT | $5.0M | 2.24% | 53,354 | Trimmed |
| 13 | BL | BLACKLINE INC | $4.7M | 2.13% | 5.0M | Hold |
| 14 | JBTM | JBT MAREL CORPORATION | $4.7M | 2.11% | 36,651 | Hold |
| 15 | XMTR | XOMETRY INC | $4.4M | 1.97% | 4.1M | Hold |
| 16 | GSHD | GOOSEHEAD INS INC | $4.3M | 1.95% | 101,683 | Added |
| 17 | RPD | RAPID7 INC | $3.8M | 1.70% | 4.3M | Trimmed |
| 18 | CABO | CABLE ONE INC | $3.8M | 1.69% | 5.0M | Trimmed |
| 19 | EFA | ISHARES TR | $3.7M | 1.66% | 37,878 | New |
| 20 | FTS | FORTIS INC | $3.6M | 1.64% | 65,538 | Added |
| 21 | BMO | BANK MONTREAL MEDIUM | $3.6M | 1.62% | 26,581 | Trimmed |
| 22 | ZD | ZIFF DAVIS INC | $3.3M | 1.49% | 78,643 | Added |
| 23 | SPY | STATE STR SPDR S&P 500 ETF T | $3.2M | 1.45% | 4,952 | Added |
| 24 | SWIM | LATHAM GROUP INC | $3.1M | 1.40% | 579,658 | Trimmed |
| 25 | ASTL | ALGOMA STL GROUP INC | $2.9M | 1.32% | 710,000 | Added |
Source: SEC Form 13F filings · as of 2026-03-31