account_balance
Investment manager · 13F filer · SEC CIK 1846838
Ewing Morris & Co. Investment Partners Ltd.
Reported value$191Mas of Jun 30, 2026
Positions89 16 new, 13 sold out
Top 10 weight43.9%CMP alone is 8%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
CMPCompass Minerals Intl Inc
7.7%Trimmed −72%
IVViShares Tr
7.2%Added +7%
IQLTiShares Tr
5.2%
SRIStoneridge Inc
4.3%
Evolent Health Inc
4.2%
TDToronto Dominion Bk Ont
3.3%
Five9 Inc
3.3%
RYRoyal Bk Cda
3.2%Trimmed −15%
EFXTEnerflex Ltd
2.8%Trimmed −12%
IEFAiShares Tr
2.6%New
DRVNDriven Brands Hldgs Inc
2.5%Trimmed −16%
BMOBank Montreal Medium
2.4%
CMPCompass Minerals Intl Inc
7.7%Trimmed −72%
IVViShares Tr
7.2%Added +7%
IQLTiShares Tr
5.2%
SRIStoneridge Inc
4.3%
Evolent Health Inc
4.2%
Five9 Inc3.3%
RY3.2%EFXT2.8%IEFA2.6%
DRVN2.5%BMO2.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CMP Compass Minerals Intl Inc 7.7% Trimmed −72%
IVV iShares Tr 7.2% Added +7%
IQLT iShares Tr 5.2% Held
SRI Stoneridge Inc 4.3% HeldEvolent Health Inc 4.2% Held
TD Toronto Dominion Bk Ont 3.3% HeldFive9 Inc 3.3% Held
RY Royal Bk Cda 3.2% Trimmed −15%EFXT Enerflex Ltd 2.8% Trimmed −12%IEFA iShares Tr 2.6% New
DRVN Driven Brands Hldgs Inc 2.5% Trimmed −16%BMO Bank Montreal Medium 2.4% HeldWhat changed