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 / 8,607 ▲ 141 · as of Mar 2026

Top Industry

Other Industrial Metals & Mining 33.4%

3Y Alpha vs SPY

-26.4%

Period ended 3 months ago

Filed May 11, 2026 · 2mo

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

-18.3%

SPY

+75.5%

Annualised alpha

-27.1%

Max drawdown

−52.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

66 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 positions · $154,971,340 total · 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%