Ewing Morris & Co. Investment Partners Ltd.

CIK

1846838

Location

TORONTO, Z4

Portfolio Value

Small $154,971,340

Diversification

Diversified

Filing Date

Global Rank

#4,782 / 8,623 ▲ 135 · as of Mar 2026

Top Industry

Other Industrial Metals & Mining 33.4%

3Y Alpha vs SPY

-26.6%

Period ended 4 months ago

Filed May 11, 2026 · 3mo

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

-19.9%

SPY

+65.3%

Annualised alpha

-25.3%

Max drawdown

−52.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

66 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

30.4%

+9.0 pts

Top 5

46.2%

+8.0 pts

Top 10

60.9%

+6.0 pts

HHI

1,075

Diversified+434

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Basic Materials	36.3%	$56,306,319	11
Financial Services	14.9%	$23,108,985	10
Consumer Cyclical	9.5%	$14,788,080	6
Unclassified	8.6%	$13,277,865	5
Energy	7.9%	$12,304,362	6
Industrials	7.4%	$11,496,109	8
Technology	4.9%	$7,615,039	6
Communication Services	3.6%	$5,635,544	5
Utilities	2.9%	$4,481,972	3
Consumer Defensive	1.4%	$2,114,463	2
Real Estate	1.3%	$2,042,418	1
Healthcare	1.2%	$1,800,184	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
EVGO	EVgo Inc.	+336,345	756,345	$1,300,913
CMP	Compass Minerals International Inc	+336,011	2,014,327	$47,034,535
SNDL	SNDL Inc.	+250,000	1,301,222	$1,717,613
SANG	Sangoma Technologies Corp	+174,300	668,254	$2,592,825
ASTL	Algoma Steel Group Inc.	+97,500	710,000	$2,932,300
BL	Blackline, Inc.	+52,500	60,000	$2,220,000
SRI	Stoneridge Inc	+28,850	1,365,054	$6,593,210
DRVN	Driven Brands Holdings Inc.	+23,794	405,961	$5,119,168
GSHD	Goosehead Insurance, Inc.	+15,000	101,683	$4,337,796
ZD	Ziff Davis, Inc.	+10,395	78,643	$3,299,860
RY	Royal Bank Of Canada	+5,546	35,160	$5,688,184
FSV	FirstService Corp	+4,700	14,700	$2,042,418
SPY	Spdr S&P 500 ETF Trust	+3,149	4,952	$3,220,483
BIPH	Brookfield Infrastructure Partners L.P.	+3,010	14,636	$528,652
SA	Seabridge Gold Inc	+2,300	13,400	$379,756
TFII	TFI International Inc.	+1,487	3,848	$418,008
ENB	Enbridge Inc	+1,446	31,705	$1,716,508
MSFT	Microsoft Corp	+1,146	2,165	$801,418
FTS	Fortis Inc.	+1,130	65,538	$3,656,365
BRK-B	Berkshire Hathaway Inc	+1,016	2,519	$1,207,104
GLD	Spdr Gold Trust	+734	16,512	$7,104,948
SLF	Sun Life Financial Inc	+540	4,661	$291,592
CNI	Canadian National Railway Co	+406	4,913	$504,909
MFC	Manulife Financial Corp	+213	10,757	$370,471
TRP	Tc Energy Corp	+116	39,156	$2,451,165
No positions match the current search.

Trimmed

Positions the filer reduced

15 positions

Ticker	Company	Δ Shares	Shares	Value
SWIM	Latham Group, Inc.	−261,684	579,658	$3,112,763
EFXT	Enerflex Ltd.	−50,000	250,000	$5,230,000
FUL	Fuller H B Co	−20,000	20,000	$1,233,600
IBIT	iShares Bitcoin Trust ETF	−12,303	30,932	$1,188,407
ORLA	Orla Mining Ltd.	−10,000	61,000	$983,930
QQQ	Invesco Qqq Trust, Series 1	−6,669	1,042	$601,421
TSLA	Tesla, Inc.	−4,243	636	$236,433
AAPL	Apple Inc.	−696	2,717	$689,547
WPM	Wheaton Precious Metals Corp.	−590	4,410	$577,754
JPM	Jpmorgan Chase & Co	−200	1,435	$422,119
SU	Suncor Energy Inc	−45	6,940	$458,803
CP	Canadian Pacific Kansas City Ltd/Cn	−45	7,567	$595,220
AMZN	Amazon Com Inc	−25	2,268	$472,356
BMO	Bank Of Montreal /Can/	−7	26,581	$3,597,472
TD	Toronto Dominion Bank	−3	53,354	$4,978,461
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
DIA	Spdr Dow Jones Industrial Average ETF Trust	2,510	$1,162,606
VAL	Valaris Ltd	6,105	$598,534
DCBO	Docebo Inc.	25,477	$445,083
RSVR	Reservoir Media, Inc.	27,000	$264,330
GEV	GE Vernova Inc.	270	$235,683
BHP	BHP Group Ltd	3,090	$224,766
WCN	Waste Connections, Inc.	1,361	$221,080
NTR	Nutrien Ltd.	2,870	$216,570
NFLX	Netflix Inc	2,116	$203,453
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
LION	Lionsgate Studios Corp.	250,000	$2,282,500
WMS	Advanced Drainage Systems, Inc.	14,873	$2,154,056
EXPE	Expedia Group, Inc.	7,000	$1,983,170
TPR	Tapestry, Inc.	9,710	$1,240,646
LRCX	Lam Research Corp	6,834	$1,169,844
MSTR	Strategy Inc	7,469	$1,134,914
TRI	Thomson Reuters Corp /Can/	4,055	$534,813
ATI	Ati Inc	3,800	$436,088
V	Visa Inc.	1,111	$389,638
ALM	Almonty Industries Inc.	16,991	$149,690
VSTS	Vestis Corp	20,000	$133,400
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

66 tracked positions · $154,971,340 total · filing declares 86 positions · $222,067,614 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 66 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CMP	Compass Minerals International Inc Basic Materials	Added	2,014,327	+336,011	$47,034,535	+42.7%	30.35%
GLD	Spdr Gold Trust	Added	16,512	+734	$7,104,948	+13.6%	4.58%
SRI	Stoneridge Inc Consumer Cyclical	Added	1,365,054	+28,850	$6,593,210	−14.8%	4.25%
RY	Royal Bank Of Canada Financial Services	Added	35,160	+5,546	$5,688,184	+12.7%	3.67%
EFXT	Enerflex Ltd. Energy	Reduced	250,000	-50,000	$5,230,000	+13.0%	3.37%
DRVN	Driven Brands Holdings Inc. Consumer Cyclical	Added	405,961	+23,794	$5,119,168	−9.6%	3.30%
TD	Toronto Dominion Bank Financial Services	Reduced	53,354	-3	$4,978,461	−1.0%	3.21%
JBTM	JBT MAREL Corp Industrials	Held	36,651	0	$4,686,563	−15.1%	3.02%
GSHD	Goosehead Insurance, Inc. Financial Services	Added	101,683	+15,000	$4,337,796	−32.1%	2.80%
FTS	Fortis Inc. Utilities	Added	65,538	+1,130	$3,656,365	+9.3%	2.36%
BMO	Bank Of Montreal /Can/ Financial Services	Reduced	26,581	-7	$3,597,472	+4.2%	2.32%
ZD	Ziff Davis, Inc. Communication Services	Added	78,643	+10,395	$3,299,860	+37.6%	2.13%
SPY	Spdr S&P 500 ETF Trust	Added	4,952	+3,149	$3,220,483	+161.9%	2.08%
SWIM	Latham Group, Inc. Industrials	Reduced	579,658	-261,684	$3,112,763	−41.7%	2.01%
ASTL	Algoma Steel Group Inc. Basic Materials	Added	710,000	+97,500	$2,932,300	+16.8%	1.89%
SANG	Sangoma Technologies Corp Technology	Added	668,254	+174,300	$2,592,825	+3.5%	1.67%
TRP	Tc Energy Corp Energy	Added	39,156	+116	$2,451,165	+14.1%	1.58%
BL	Blackline, Inc. Technology	Added	60,000	+52,500	$2,220,000	+435.4%	1.43%
FSV	FirstService Corp Real Estate	Added	14,700	+4,700	$2,042,418	+31.3%	1.32%
CNQ	CANADIAN NATURAL RESOURCES Ltd Energy	Held	37,951	0	$1,849,352	+44.0%	1.19%
SPXC	SPX Technologies, Inc. Industrials	Held	8,612	0	$1,721,883	−0.1%	1.11%
SNDL	SNDL Inc. Consumer Defensive	Added	1,301,222	+250,000	$1,717,613	−1.6%	1.11%
ENB	Enbridge Inc Energy	Added	31,705	+1,446	$1,716,508	+18.6%	1.11%
BNS	Bank Of Nova Scotia Financial Services	Added	22,769	+3	$1,578,119	−5.9%	1.02%
RGLD	Royal Gold Inc Basic Materials	Held	5,590	0	$1,422,599	+14.5%	0.92%
EVGO	EVgo Inc. Consumer Cyclical	Added	756,345	+336,345	$1,300,913	+6.4%	0.84%
FUL	Fuller H B Co Basic Materials	Reduced	20,000	-20,000	$1,233,600	−48.1%	0.80%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,519	+1,016	$1,207,104	+59.8%	0.78%
IBIT	iShares Bitcoin Trust ETF	Reduced	30,932	-12,303	$1,188,407	−44.6%	0.77%
DIA	Spdr Dow Jones Industrial Average ETF Trust	NEW	2,510	NEW	$1,162,606	NEW	0.75%
TRIP	TripAdvisor, Inc. Consumer Cyclical	Added	100,000	+100	$1,066,000	−26.7%	0.69%
ORLA	Orla Mining Ltd. Basic Materials	Reduced	61,000	-10,000	$983,930	+2.9%	0.63%
CRON	Cronos Group Inc. Healthcare	Held	390,000	0	$978,900	−4.6%	0.63%
GOGO	Gogo Inc. Communication Services	Held	234,052	0	$940,889	−13.7%	0.61%
MTCH	Match Group, Inc. Communication Services	Held	30,186	0	$927,012	−4.9%	0.60%
CLS	Celestica Inc Technology	Held	3,075	0	$866,166	−4.7%	0.56%
MSFT	Microsoft Corp Technology	Added	2,165	+1,146	$801,418	+62.6%	0.52%
SLSR	Solaris Resources Inc. Basic Materials	Held	87,100	0	$747,318	+7.7%	0.48%
AAPL	Apple Inc. Technology	Reduced	2,717	-696	$689,547	−25.7%	0.44%
CM	Canadian Imperial Bank Of Commerce /Can/ Financial Services	Added	6,730	+90	$637,667	+6.0%	0.41%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,042	-6,669	$601,421	−87.3%	0.39%
VAL	Valaris Ltd Energy	NEW	6,105	NEW	$598,534	NEW	0.39%
CP	Canadian Pacific Kansas City Ltd/Cn Industrials	Reduced	7,567	-45	$595,220	+6.2%	0.38%
WPM	Wheaton Precious Metals Corp. Basic Materials	Reduced	4,410	-590	$577,754	−1.7%	0.37%
OR	OR Royalties Inc. Basic Materials	Held	14,550	0	$553,191	+7.4%	0.36%
HITI	High Tide Inc. Healthcare	Held	240,000	0	$549,600	−13.6%	0.35%
BIPH	Brookfield Infrastructure Partners L.P. Utilities	Added	14,636	+3,010	$528,652	+30.9%	0.34%
CNI	Canadian National Railway Co Industrials	Added	4,913	+406	$504,909	+13.3%	0.33%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	2,268	-25	$472,356	−10.8%	0.30%
SU	Suncor Energy Inc Energy	Reduced	6,940	-45	$458,803	+48.1%	0.30%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.