Ewing Morris & Co. Investment Partners Ltd.
Top Portfolio Positions
66 positions ·
$154,971,340 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CMP |
Compass Minerals International Inc
Basic Materials
|
2,014,327 | $47,034,535 | 30.35% | |
| GLD |
Spdr Gold Trust
|
16,512 | $7,104,948 | 4.58% | |
| SRI |
Stoneridge Inc
Consumer Cyclical
|
1,365,054 | $6,593,210 | 4.25% | |
| RY |
Royal Bank Of Canada
Financial Services
|
35,160 | $5,688,184 | 3.67% | |
| EFXT |
Enerflex Ltd.
Energy
|
250,000 | $5,230,000 | 3.37% | |
| DRVN |
Driven Brands Holdings Inc.
Consumer Cyclical
|
405,961 | $5,119,168 | 3.30% | |
| TD |
Toronto Dominion Bank
Financial Services
|
53,354 | $4,978,461 | 3.21% | |
| JBTM |
JBT MAREL Corp
Industrials
|
36,651 | $4,686,563 | 3.02% | |
| GSHD |
Goosehead Insurance, Inc.
Financial Services
|
101,683 | $4,337,796 | 2.80% | |
| FTS |
Fortis Inc.
Utilities
|
65,538 | $3,656,365 | 2.36% |
Portfolio Trend
18 quarters · across all stocks
Holdings in SWIM
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,112,763 | 579,658 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $5,342,521 | 841,342 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,402,612 | 841,342 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,797,303 | 1,065,408 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $6,850,573 | 1,065,408 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,075,360 | 1,160,253 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,045,525 | 1,624,342 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,434,365 | 1,793,520 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,102,339 | 1,793,520 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,762,212 | 1,810,727 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,656,789 | 1,663,139 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,321,687 | 1,703,959 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,587,322 | 1,603,959 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,117,761 | 1,589,367 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,765,617 | 770,367 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,351,350 | 195,000 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $2,377,850 | 95,000 | Shares | Sole | 2022-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||