Ewing Morris & Co. Investment Partners Ltd.

CIK

1846838

Location

TORONTO, Z4

Portfolio Value

Small $126,587,218

Diversification

Diversified

Filing Date

Global Rank

#5,628 / 8,700 ▲ 575

Top Industry

Banks - Diversified 17.4%

Period ended 2 months ago

Filed Aug 14, 2026 · 30d

19 quarters · since Dec 2021

Portfolio Concentration

69 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

14.0%

−11.2 pts

Top 5

36.0%

−14.9 pts

Top 10

53.1%

−10.9 pts

HHI

447

Diversified−533

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Basic Materials	21.5%	$27,211,884	11
Financial Services	21.0%	$26,625,241	11
Consumer Cyclical	14.4%	$18,168,147	6
Energy	9.2%	$11,662,563	5
Industrials	7.7%	$9,773,905	9
Technology	7.3%	$9,193,151	7
Unclassified	7.1%	$9,042,615	6
Utilities	3.4%	$4,269,766	3
Communication Services	2.3%	$2,907,421	4
Real Estate	2.2%	$2,837,510	1
Healthcare	2.1%	$2,615,894	4
Consumer Defensive	1.8%	$2,279,121	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

22 positions

Ticker	Company	Δ Shares	Shares	Value
SNDL	SNDL Inc.	+180,000	1,481,222	$1,999,649
BL	Blackline, Inc.	+35,000	95,000	$2,666,650
ASTL	Algoma Steel Group Inc.	+12,350	722,350	$2,925,517
MTCH	Match Group, Inc.	+11,400	41,586	$1,582,347
FUL	Fuller H B Co	+8,200	28,200	$1,643,778
SA	Seabridge Gold Inc	+7,030	20,430	$525,868
FSV	FirstService Corp	+5,267	19,967	$2,837,510
RGLD	Royal Gold Inc	+1,650	7,240	$1,445,176
NTR	Nutrien Ltd.	+1,550	4,420	$278,239
CNI	Canadian National Railway Co	+1,043	5,956	$710,193
CNQ	CANADIAN NATURAL RESOURCES Ltd	+765	38,716	$1,529,282
WPM	Wheaton Precious Metals Corp.	+750	5,160	$579,571
WCN	Waste Connections, Inc.	+627	1,988	$331,379
SU	Suncor Energy Inc	+600	7,540	$404,747
SANG	Sangoma Technologies Corp	+600	668,854	$2,521,579
FTS	Fortis Inc.	+490	66,028	$3,778,782
QQQ	Invesco Qqq Trust, Series 1	+483	1,525	$1,123,010
MFC	Manulife Financial Corp	+480	11,237	$455,210
TRP	Tc Energy Corp	+377	39,533	$2,620,642
TFII	TFI International Inc.	+330	4,178	$599,835
SLF	Sun Life Financial Inc	+260	4,921	$385,904
CP	Canadian Pacific Kansas City Ltd/Cn	+219	7,786	$674,656
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CMP	Compass Minerals International Inc	−1,443,527	570,800	$17,769,004
SWIM	Latham Group, Inc.	−368,199	211,459	$1,368,139
DRVN	Driven Brands Holdings Inc.	−65,000	340,961	$4,752,996
EVGO	EVgo Inc.	−52,700	703,645	$1,343,961
EFXT	Enerflex Ltd.	−30,000	220,000	$5,392,200
GSHD	Goosehead Insurance, Inc.	−24,050	77,633	$3,765,200
IBIT	iShares Bitcoin Trust ETF	−16,821	14,111	$469,755
SRI	Stoneridge Inc	−12,074	1,352,980	$9,903,813
JBTM	JBT MAREL Corp	−10,200	26,451	$3,835,395
RY	Royal Bank Of Canada	−5,228	29,932	$6,195,026
GLD	Spdr Gold Trust	−4,145	12,367	$4,555,755
MSTR	Strategy Inc	−3,883	6,798	$399,858
SPXC	SPX Technologies, Inc.	−2,500	6,112	$1,498,479
SPY	Spdr S&P 500 ETF Trust	−2,482	2,470	$1,844,521
BIPH	Brookfield Infrastructure Partners L.P.	−2,480	12,156	$187,445
DIA	Spdr Dow Jones Industrial Average ETF Trust	−1,518	992	$518,210
CLS	Celestica Inc	−1,430	1,645	$600,096
TD	Toronto Dominion Bank	−980	52,374	$6,359,774
CM	Canadian Imperial Bank Of Commerce /Can/	−310	6,420	$738,300
BNS	Bank Of Nova Scotia	−108	22,661	$1,967,881
GOOGL	Alphabet Inc.	−90	941	$332,483
BRK-B	Berkshire Hathaway Inc	−66	2,453	$1,227,456
BMO	Bank Of Montreal /Can/	−57	26,524	$4,686,790
ENB	Enbridge Inc	−56	31,649	$1,715,692
AMZN	Amazon Com Inc	−49	2,219	$528,876
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
SPSC	Sps Commerce Inc	35,243	$2,014,842
ITGR	Integer Holdings Corp	7,500	$700,875
BAI	iShares A.I. Innovation and Tech Active ETF	10,079	$531,364
ATKR	Atkore Inc.	6,000	$456,240
BN	BROOKFIELD Corp /ON/	8,781	$373,982
AMD	Advanced Micro Devices Inc	368	$213,774
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	297,090	$28,557,534
ZD	Ziff Davis, Inc.	78,643	$3,299,860
BKF	iShares MSCI BIC ETF	36,843	$2,092,313
MSFT	Microsoft Corp	2,165	$801,418
VAL	Valaris Ltd	6,105	$598,534
DCBO	Docebo Inc.	25,477	$445,083
NFLX	Netflix Inc	2,116	$203,453
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

69 tracked positions · $126,587,218 total · filing declares 89 positions · $191,399,195 · as of Jun 30, 2026

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

Showing 1–50 of 69 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	Reduced	570,800	-1,443,527	$17,769,004	−62.2%	14.04%
SRI	Stoneridge Inc Consumer Cyclical	Reduced	1,352,980	-12,074	$9,903,813	+50.2%	7.82%
TD	Toronto Dominion Bank Financial Services	Reduced	52,374	-980	$6,359,774	+27.7%	5.02%
RY	Royal Bank Of Canada Financial Services	Reduced	29,932	-5,228	$6,195,026	+8.9%	4.89%
EFXT	Enerflex Ltd. Energy	Reduced	220,000	-30,000	$5,392,200	+3.1%	4.26%
DRVN	Driven Brands Holdings Inc. Consumer Cyclical	Reduced	340,961	-65,000	$4,752,996	−7.2%	3.75%
BMO	Bank Of Montreal /Can/ Financial Services	Reduced	26,524	-57	$4,686,790	+30.3%	3.70%
GLD	Spdr Gold Trust	Reduced	12,367	-4,145	$4,555,755	−35.9%	3.60%
JBTM	JBT MAREL Corp Industrials	Reduced	26,451	-10,200	$3,835,395	−18.2%	3.03%
FTS	Fortis Inc. Utilities	Added	66,028	+490	$3,778,782	+3.3%	2.99%
GSHD	Goosehead Insurance, Inc. Financial Services	Reduced	77,633	-24,050	$3,765,200	−13.2%	2.97%
ASTL	Algoma Steel Group Inc. Basic Materials	Added	722,350	+12,350	$2,925,517	−0.2%	2.31%
FSV	FirstService Corp Real Estate	Added	19,967	+5,267	$2,837,510	+38.9%	2.24%
BL	Blackline, Inc. Technology	Added	95,000	+35,000	$2,666,650	+20.1%	2.11%
TRP	Tc Energy Corp Energy	Added	39,533	+377	$2,620,642	+6.9%	2.07%
SANG	Sangoma Technologies Corp Technology	Added	668,854	+600	$2,521,579	−2.7%	1.99%
SPSC	Sps Commerce Inc Technology	NEW	35,243	NEW	$2,014,842	NEW	1.59%
SNDL	SNDL Inc. Consumer Defensive	Added	1,481,222	+180,000	$1,999,649	+16.4%	1.58%
BNS	Bank Of Nova Scotia Financial Services	Reduced	22,661	-108	$1,967,881	+24.7%	1.55%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,470	-2,482	$1,844,521	−42.7%	1.46%
ENB	Enbridge Inc Energy	Reduced	31,649	-56	$1,715,692	−0.0%	1.36%
FUL	Fuller H B Co Basic Materials	Added	28,200	+8,200	$1,643,778	+33.3%	1.30%
MTCH	Match Group, Inc. Communication Services	Added	41,586	+11,400	$1,582,347	+70.7%	1.25%
CNQ	CANADIAN NATURAL RESOURCES Ltd Energy	Added	38,716	+765	$1,529,282	−17.3%	1.21%
SPXC	SPX Technologies, Inc. Industrials	Reduced	6,112	-2,500	$1,498,479	−13.0%	1.18%
RGLD	Royal Gold Inc Basic Materials	Added	7,240	+1,650	$1,445,176	+1.6%	1.14%
TRIP	TripAdvisor, Inc. Consumer Cyclical	Held	100,000	0	$1,371,000	+28.6%	1.08%
SWIM	Latham Group, Inc. Industrials	Reduced	211,459	-368,199	$1,368,139	−56.0%	1.08%
EVGO	EVgo Inc. Consumer Cyclical	Reduced	703,645	-52,700	$1,343,961	+3.3%	1.06%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,453	-66	$1,227,456	+1.7%	0.97%
QQQ	Invesco Qqq Trust, Series 1	Added	1,525	+483	$1,123,010	+86.7%	0.89%
CRON	Cronos Group Inc. Healthcare	Held	390,000	0	$1,084,200	+10.8%	0.86%
AAPL	Apple Inc. Technology	Reduced	2,683	-34	$776,352	+12.6%	0.61%
CM	Canadian Imperial Bank Of Commerce /Can/ Financial Services	Reduced	6,420	-310	$738,300	+15.8%	0.58%
SLSR	Solaris Resources Inc. Basic Materials	Held	87,100	0	$729,898	−2.3%	0.58%
GOGO	Gogo Inc. Communication Services	Held	234,052	0	$725,561	−22.9%	0.57%
CNI	Canadian National Railway Co Industrials	Added	5,956	+1,043	$710,193	+40.7%	0.56%
ITGR	Integer Holdings Corp Healthcare	NEW	7,500	NEW	$700,875	NEW	0.55%
CP	Canadian Pacific Kansas City Ltd/Cn Industrials	Added	7,786	+219	$674,656	+13.3%	0.53%
CLS	Celestica Inc Technology	Reduced	1,645	-1,430	$600,096	−30.7%	0.47%
TFII	TFI International Inc. Industrials	Added	4,178	+330	$599,835	+43.5%	0.47%
		Held	61,000	0	$597,190	−39.3%	0.47%
WPM	Wheaton Precious Metals Corp. Basic Materials	Added	5,160	+750	$579,571	+0.3%	0.46%
HITI	High Tide Inc. Healthcare	Held	240,000	0	$547,200	−0.4%	0.43%
BAI	iShares A.I. Innovation and Tech Active ETF	NEW	10,079	NEW	$531,364	NEW	0.42%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	2,219	-49	$528,876	+12.0%	0.42%
SA	Seabridge Gold Inc Basic Materials	Added	20,430	+7,030	$525,868	+38.5%	0.42%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	992	-1,518	$518,210	−55.4%	0.41%
IBIT	iShares Bitcoin Trust ETF	Reduced	14,111	-16,821	$469,755	−60.5%	0.37%
JPM	Jpmorgan Chase & Co Financial Services	Held	1,435	0	$469,718	+11.3%	0.37%

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.