Ewing Morris & Co. Investment Partners Ltd. 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Ewing Morris & Co. Investment Partners Ltd. disclosed 86 US equity positions worth $222.1m in its Q1 2026 13F filing. The largest position was CMP at 18.2% of the reported book, followed by IVV and BANDWIDTH INC.
What did Ewing Morris & Co. Investment Partners Ltd. own in Q1 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | CMP COMPASS MINERALS INTL INC | Basic Materials | 18.2% | $40.4m | 2,014,327 | – | |
| 2 | IVV ISHARES TR | 5.0% | $11.2m | 17,139 | – | ||
| 3 | BANDWIDTH INC | 4.9% | $10.9m | 12,200,000 | – | ||
| 4 | IQLT ISHARES TR | 4.2% | $9.3m | 201,689 | – | ||
| 5 | GLD SPDR GOLD TR | 3.2% | $7.1m | 16,512 | – | ||
| 6 | FIVE9 INC | 2.7% | $6.1m | 7,000,000 | – | ||
| 7 | EVOLENT HEALTH INC | 2.6% | $5.8m | 10,500,000 | – | ||
| 8 | RY ROYAL BK CDA | Financial Services | 2.6% | $5.7m | 35,160 | – | |
| 9 | SRI STONERIDGE INC | Consumer Cyclical | 2.5% | $5.5m | 1,365,054 | – | |
| 10 | EFXT ENERFLEX LTD | Energy | 2.3% | $5.2m | 250,000 | – | |
| 11 | DRVN DRIVEN BRANDS HLDGS INC | Consumer Cyclical | 2.3% | $5.1m | 405,961 | – | |
| 12 | TD TORONTO DOMINION BK ONT | Financial Services | 2.2% | $5.0m | 53,354 | – | |
| 13 | BL BLACKLINE INC | 2.1% | $4.7m | 5,000,000 | – | ||
| 14 | JBTM JBT MAREL CORPORATION | Industrials | 2.1% | $4.7m | 36,651 | – | |
| 15 | XOMETRY INC | 2.0% | $4.4m | 4,100,000 | – | ||
| 16 | GSHD GOOSEHEAD INS INC | Financial Services | 2.0% | $4.3m | 101,683 | – | |
| 17 | RAPID7 INC | 1.7% | $3.8m | 4,350,000 | – | ||
| 18 | CABLE ONE INC | 1.7% | $3.8m | 5,000,000 | – | ||
| 19 | EFA ISHARES TR | 1.7% | $3.7m | 37,878 | – | ||
| 20 | FTS FORTIS INC | Utilities | 1.6% | $3.6m | 65,538 | – | |
| 21 | BMO BANK MONTREAL MEDIUM | Financial Services | 1.6% | $3.6m | 26,581 | – | |
| 22 | ZD ZIFF DAVIS INC | Communication Services | 1.5% | $3.3m | 78,643 | – | |
| 23 | SPY STATE STR SPDR S&P 500 ETF T | 1.5% | $3.2m | 4,952 | – | ||
| 24 | SWIM LATHAM GROUP INC | Industrials | 1.4% | $3.1m | 579,658 | – | |
| 25 | ASTL ALGOMA STL GROUP INC | 1.3% | $2.9m | 710,000 | – | ||
| 26 | SANGOMA TECHNOLOGIES CORP | 1.2% | $2.6m | 668,254 | – | ||
| 27 | TRP TC ENERGY CORP | Energy | 1.1% | $2.5m | 39,156 | – | |
| 28 | STIP ISHARES TR | 1.1% | $2.3m | 22,615 | – | ||
| 29 | BL BLACKLINE INC | Technology | 1.0% | $2.2m | 60,000 | – | |
| 30 | EEM ISHARES TR | 0.9% | $2.1m | 36,843 | – | ||
| 31 | FSV FIRSTSERVICE CORP NEW | Real Estate | 0.9% | $2.0m | 14,700 | – | |
| 32 | CNQ CANADIAN NAT RES LTD MED TER | Energy | 0.8% | $1.9m | 37,951 | – | |
| 33 | ETSY ETSY INC | Consumer Cyclical | 0.8% | $1.8m | 2,000,000 | – | |
| 34 | SNDL SNDL INC | 0.8% | $1.7m | 1,301,222 | – | ||
| 35 | SPXC SPX TECHNOLOGIES INC | Industrials | 0.8% | $1.7m | 8,612 | – | |
| 36 | ENB ENBRIDGE INC | Energy | 0.8% | $1.7m | 31,705 | – | |
| 37 | BNS BANK NOVA SCOTIA B C | Financial Services | 0.7% | $1.6m | 22,769 | – | |
| 38 | RGLD ROYAL GOLD INC | Basic Materials | 0.6% | $1.4m | 5,590 | – | |
| 39 | EVGO EVGO INC | Consumer Cyclical | 0.6% | $1.3m | 756,345 | – | |
| 40 | FUL FULLER H B CO | Basic Materials | 0.6% | $1.2m | 20,000 | – | |
| 41 | BRK/B BERKSHIRE HATHAWAY INC DEL | 0.5% | $1.2m | 2,519 | – | ||
| 42 | IBIT ISHARES BITCOIN TRUST ETF | 0.5% | $1.2m | 30,932 | – | ||
| 43 | DIA STATE STR SPDR DOW JONES IND | 0.5% | $1.2m | 2,510 | – | ||
| 44 | ACWI ISHARES TR | 0.5% | $1.1m | 8,000 | – | ||
| 45 | TRIP TRIPADVISOR INC | Consumer Cyclical | 0.5% | $1.1m | 100,000 | – | |
| 46 | CRON CRONOS GROUP INC | Healthcare | 0.4% | $983.7k | 390,000 | – | |
| 47 | ORLA MNG LTD NEW | 0.4% | $977.8k | 61,000 | – | ||
| 48 | INTEGER HLDGS CORP | 0.4% | $959.0k | 1,000,000 | – | ||
| 49 | GOGO GOGO INC | Communication Services | 0.4% | $940.9k | 234,052 | – | |
| 50 | MTCH MATCH GROUP INC NEW | Communication Services | 0.4% | $927.0k | 30,186 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.