Ewing Morris & Co. Investment Partners Ltd.

CIK

1846838

Location

TORONTO, Z4

Portfolio Value

Small $167,734,822

Diversification

Diversified

Filing Date

Global Rank

#7,064 / 8,827 ▼ 755

Top Industry

Banks - Diversified 17.3%

Period ended 4 months ago

Filed Aug 14, 2026 · 3mo

19 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 61.5% of the book (60%+)

Turnover

Medium turnover

50.4% over the last four quarters (30% to under 100%)

Horizon

Medium horizon

Value-weighted holding period 6.9 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 90.6%; sector active share 42.9% against the combined 13F book's sector weights.

Over time 19 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

23.6%

−1.6 pts

Top 5

47.6%

−3.3 pts

Top 10

61.5%

−2.5 pts

HHI

813

Diversified−163

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	29.8%	$49,934,092	19
Basic Materials	16.2%	$27,211,884	11
Financial Services	15.9%	$26,625,241	11
Consumer Cyclical	10.8%	$18,168,147	6
Energy	7.0%	$11,662,563	5
Industrials	5.8%	$9,773,905	9
Technology	5.5%	$9,193,151	7
Utilities	2.7%	$4,525,893	3
Communication Services	1.7%	$2,907,421	4
Real Estate	1.7%	$2,837,510	1
Healthcare	1.6%	$2,615,894	4
Consumer Defensive	1.4%	$2,279,121	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 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
IVV	iShares Core S&P 500 ETF	+1,244	18,383	$13,766,844
CNI	Canadian National Railway Co	+1,043	5,956	$710,193
IQLT	iShares MSCI Intl Quality Factor ETF	+896	202,585	$10,038,086
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
SANG	Sangoma Technologies Corp	+600	668,854	$2,521,579
SU	Suncor Energy Inc	+600	7,540	$404,747
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	+219	7,786	$674,656
USMV	iShares MSCI USA Min Vol Factor ETF	+160	7,340	$708,016
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
STIP	iShares 0-5 Year TIPS Bond ETF	−14,030	8,585	$877,043
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
STRK	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
BIP	Brookfield Infrastructure Partners L.P.	−2,480	12,156	$443,572
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	−310	6,420	$738,300
BNS	Bank Of Nova Scotia	−108	22,661	$1,967,881
GOOG	Alphabet Inc.	−90	941	$332,483
BRK-B	Berkshire Hathaway Inc	−66	2,453	$1,227,456
BMO	Bank Of Montreal	−57	26,524	$4,686,790
ENB	Enbridge Inc	−56	31,649	$1,715,692
No positions match the current search.

New Positions

Positions the filer opened this quarter

14 positions

Ticker	Company	Shares	Value
IEFA	iShares Core MSCI EAFE ETF	51,992	$5,021,387
IJR	iShares Core S&P Small-Cap ETF	19,400	$2,877,214
IEMG	iShares Trust	34,342	$2,844,891
SPSC	Sps Commerce Inc	35,243	$2,014,842
IYT	iShares U.S. Transportation ETF	11,345	$984,178
PICK	iShares MSCI Global Metals & Mining Producers ETF	14,568	$847,129
IXC	iShares Global Energy ETF	15,225	$748,004
ITGR	Integer Holdings Corp	7,500	$700,875
BAI	BlackRock ETF Trust	10,079	$531,364
IWM	iShares Russell 2000 ETF	1,711	$514,069
—		6,000	$456,240
LIT	Global X Lithium and Battery Tech ETF	5,223	$408,856
BN	BROOKFIELD Corp	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

8 positions

Ticker	Company	Shares	Value
EFA	iShares MSCI EAFE ETF	37,878	$3,679,090
ZD	Ziff Davis, Inc.	78,643	$3,299,860
EEM	iShares MSCI Emerging Markets 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
IEF	iShares 7-10 Year Treasury Bond ETF	2,589	$247,094
NFLX	Netflix Inc	2,116	$203,453
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

82 tracked positions · $167,734,822 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 82 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
CMP	Compass Minerals International Inc Basic Materials	Reduced	570,800	-1,443,527	$17,769,004	−62.2%	6	$17.12	10.59%
IVV	iShares Core S&P 500 ETF	Added	18,383	+1,244	$13,766,844	+23.0%	7	unpriced	8.21%
IQLT	iShares MSCI Intl Quality Factor ETF	Added	202,585	+896	$10,038,086	+7.7%	7	unpriced	5.98%
SRI	Stoneridge Inc Consumer Cyclical	Reduced	1,352,980	-12,074	$9,903,813	+50.2%	19	before history	5.90%
TD	Toronto Dominion Bank Financial Services	Reduced	52,374	-980	$6,359,774	+27.7%	7	$56.11	3.79%
RY	Royal Bank Of Canada Financial Services	Reduced	29,932	-5,228	$6,195,026	+8.9%	7	$130.47	3.69%
EFXT	Enerflex Ltd. Energy	Reduced	220,000	-30,000	$5,392,200	+3.1%	6	$8.73	3.21%
IEFA	iShares Core MSCI EAFE ETF	NEW	51,992	NEW	$5,021,387	NEW	1	unpriced	2.99%
DRVN	Driven Brands Holdings Inc. Consumer Cyclical	Reduced	340,961	-65,000	$4,752,996	−7.2%	8	$15.37	2.83%
BMO	Bank Of Montreal Financial Services	Reduced	26,524	-57	$4,686,790	+30.3%	7	$94.80	2.79%
GLD	Spdr Gold Trust	Reduced	12,367	-4,145	$4,555,755	−35.9%	7	$291.96	2.72%
JBTM	JBT MAREL Corp Industrials	Reduced	26,451	-10,200	$3,835,395	−18.2%	10	$117.97	2.29%
FTS	Fortis Inc. Utilities	Added	66,028	+490	$3,778,782	+3.3%	7	$44.32	2.25%
GSHD	Goosehead Insurance, Inc. Financial Services	Reduced	77,633	-24,050	$3,765,200	−13.2%	12	$75.01	2.24%
ASTL	Algoma Steel Group Inc. Basic Materials	Added	722,350	+12,350	$2,925,517	−0.2%	8	$6.03	1.74%
IJR	iShares Core S&P Small-Cap ETF	NEW	19,400	NEW	$2,877,214	NEW	1	unpriced	1.72%
IEMG	iShares Trust	NEW	34,342	NEW	$2,844,891	NEW	1	unpriced	1.70%
FSV	FirstService Corp Real Estate	Added	19,967	+5,267	$2,837,510	+38.9%	7	$159.75	1.69%
BL	Blackline, Inc. Technology	Added	95,000	+35,000	$2,666,650	+20.1%	3	$39.16	1.59%
TRP	Tc Energy Corp Energy	Added	39,533	+377	$2,620,642	+6.9%	7	unpriced	1.56%
SANG	Sangoma Technologies Corp Technology	Added	668,854	+600	$2,521,579	−2.7%	7	$5.61	1.50%
SPSC	Sps Commerce Inc Technology	NEW	35,243	NEW	$2,014,842	NEW	1	$55.20	1.20%
SNDL	SNDL Inc. Consumer Defensive	Added	1,481,222	+180,000	$1,999,649	+16.4%	4	$1.86	1.19%
BNS	Bank Of Nova Scotia Financial Services	Reduced	22,661	-108	$1,967,881	+24.7%	7	$53.55	1.17%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,470	-2,482	$1,844,521	−42.7%	7	$645.16	1.10%
ENB	Enbridge Inc Energy	Reduced	31,649	-56	$1,715,692	−0.0%	7	$42.94	1.02%
FUL	Fuller H B Co Basic Materials	Added	28,200	+8,200	$1,643,778	+33.3%	4	$60.50	0.98%
MTCH	Match Group, Inc. Communication Services	Added	41,586	+11,400	$1,582,347	+70.7%	6	$33.44	0.94%
CNQ	CANADIAN NATURAL RESOURCES Ltd Energy	Added	38,716	+765	$1,529,282	−17.3%	7	$32.82	0.91%
SPXC	SPX Technologies, Inc. Industrials	Reduced	6,112	-2,500	$1,498,479	−13.0%	6	$143.72	0.89%
RGLD	Royal Gold Inc Basic Materials	Added	7,240	+1,650	$1,445,176	+1.6%	4	$195.91	0.86%
TRIP	TripAdvisor, Inc. Consumer Cyclical	Held	100,000	0	$1,371,000	+28.6%	5	$14.66	0.82%
SWIM	Latham Group, Inc. Industrials	Reduced	211,459	-368,199	$1,368,139	−56.0%	17	$4.87	0.82%
EVGO	EVgo Inc. Consumer Cyclical	Reduced	703,645	-52,700	$1,343,961	+3.3%	5	$3.09	0.80%
ACWI	iShares MSCI ACWI ETF	Held	8,000	0	$1,255,760	+13.4%	7	unpriced	0.75%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,453	-66	$1,227,456	+1.7%	6	$492.46	0.73%
QQQ	Invesco Qqq Trust, Series 1	Added	1,525	+483	$1,123,010	+86.7%	7	$567.23	0.67%
CRON	Cronos Group Inc. Healthcare	Held	390,000	0	$1,084,200	+10.8%	4	$2.44	0.65%
IYT	iShares U.S. Transportation ETF	NEW	11,345	NEW	$984,178	NEW	1	unpriced	0.59%
STIP	iShares 0-5 Year TIPS Bond ETF	Reduced	8,585	-14,030	$877,043	−62.5%	7	unpriced	0.52%
PICK	iShares MSCI Global Metals & Mining Producers ETF	NEW	14,568	NEW	$847,129	NEW	1	$62.60	0.51%
AAPL	Apple Inc. Technology	Reduced	2,683	-34	$776,352	+12.6%	7	$248.05	0.46%
IXC	iShares Global Energy ETF	NEW	15,225	NEW	$748,004	NEW	1	unpriced	0.45%
CM	Canadian Imperial Bank Of Commerce Financial Services	Reduced	6,420	-310	$738,300	+15.8%	7	$63.15	0.44%
SLSR	Solaris Resources Inc. Basic Materials	Held	87,100	0	$729,898	−2.3%	7	$2.91	0.44%
GOGO	Gogo Inc. Communication Services	Held	234,052	0	$725,561	−22.9%	19	before history	0.43%
CNI	Canadian National Railway Co Industrials	Added	5,956	+1,043	$710,193	+40.7%	7	$106.63	0.42%
USMV	iShares MSCI USA Min Vol Factor ETF	Added	7,340	+160	$708,016	+6.3%	7	unpriced	0.42%
ITGR	Integer Holdings Corp Healthcare	NEW	7,500	NEW	$700,875	NEW	1	$88.78	0.42%
CP	Canadian Pacific Kansas City Ltd Industrials	Added	7,786	+219	$674,656	+13.3%	6	$75.81	0.40%

Showing the top 50 of 82 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.