The Analysis of Ewing Morris & Co. Investment Partners Ltd.'s Holdings & P&L


Currently, Ewing Morris & Co. Investment Partners Ltd. holds 86 types of securities in its portfolio with a total value $222.1M. In the most recent quarter, they have increased their positions in CMP (+336.0K shares, valued at $6.7M), EFA (+37.9K shares, valued at $3.7M), IVV (+3.6K shares, valued at $2.3M); decreased their positions in N/A (-6.7K shares, valued at $3.8M), N/A (-4.0M shares, valued at $3.5M), TSLA (-4.2K shares, valued at $1.6M); initiated new positions in EFA (+37.9K shares, valued at $3.7M), EEM (+36.8K shares, valued at $2.1M), DIA (+2.5K shares, valued at $1.2M).


1M P&L
+10.2M+5.91%
3M P&L
+10.6M+6.20%
HY P&L
+32.0M+21.32%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A37.8M
23.1%
2Other Industrial Metals & Mining30.5M
18.6%
3Banks - Diversified16.6M
10.1%

Top Industries by Stock Count

1N/A17 stocks
23.9%
2Banks - Diversified6 stocks
8.5%
3Gold4 stocks
5.6%
Stock Holdings
CMP
COMPASS MINERALS INTL INC
20.02%
Shares2.0M
Event2026-03-31
Filed2026-05-11
IVV
ISHARES TR
26.33%
Shares17.1K
Event2026-03-31
Filed2026-05-11
BANDWIDTH INC
BANDWIDTH INC
0.00%
Shares12.2M
Event2026-03-31
Filed2026-05-11
IQLT
ISHARES TR
22.03%
Shares201.7K
Event2026-03-31
Filed2026-05-11
GLD
SPDR GOLD TR
4.65%
Shares16.5K
Event2026-03-31
Filed2026-05-11
FIVE9 INC
FIVE9 INC
0.00%
Shares7.0M
Event2026-03-31
Filed2026-05-11
EVOLENT HEALTH INC
EVOLENT HEALTH INC
0.00%
Shares10.5M
Event2026-03-31
Filed2026-05-11
RY
ROYAL BK CDA
18.73%
Shares35.2K
Event2026-03-31
Filed2026-05-11
SRI
STONERIDGE INC
2.16%
Shares1.4M
Event2026-03-31
Filed2026-05-11
EFXT
ENERFLEX LTD
-16.67%
Shares250.0K
Event2026-03-31
Filed2026-05-11
DRVN
DRIVEN BRANDS HLDGS INC
6.23%
Shares406.0K
Event2026-03-31
Filed2026-05-11
TD
TORONTO DOMINION BK ONT
-0.01%
Shares53.4K
Event2026-03-31
Filed2026-05-11
BLACKLINE INC
BLACKLINE INC
0.00%
Shares5.0M
Event2026-03-31
Filed2026-05-11
JBTM
JBT MAREL CORPORATION
0.00%
Shares36.7K
Event2026-03-31
Filed2026-05-11
XOMETRY INC
XOMETRY INC
0.00%
Shares4.1M
Event2026-03-31
Filed2026-05-11
GSHD
GOOSEHEAD INS INC
17.30%
Shares101.7K
Event2026-03-31
Filed2026-05-11
RAPID7 INC
RAPID7 INC
-47.90%
Shares4.3M
Event2026-03-31
Filed2026-05-11
CABLE ONE INC
CABLE ONE INC
-16.67%
Shares5.0M
Event2026-03-31
Filed2026-05-11
EFA
ISHARES TR
New
Shares37.9K
Event2026-03-31
Filed2026-05-11
FTS
FORTIS INC
1.75%
Shares65.5K
Event2026-03-31
Filed2026-05-11
BMO
BANK MONTREAL MEDIUM
-0.03%
Shares26.6K
Event2026-03-31
Filed2026-05-11
ZD
ZIFF DAVIS INC
15.23%
Shares78.6K
Event2026-03-31
Filed2026-05-11
SPY
STATE STR SPDR S&P 500 ETF T
174.65%
Shares5.0K
Event2026-03-31
Filed2026-05-11
SWIM
LATHAM GROUP INC
-31.10%
Shares579.7K
Event2026-03-31
Filed2026-05-11
ASTL
ALGOMA STL GROUP INC
15.92%
Shares710.0K
Event2026-03-31
Filed2026-05-11
SANG
SANGOMA TECHNOLOGIES CORP
35.29%
Shares668.3K
Event2026-03-31
Filed2026-05-11
TRP
TC ENERGY CORP
0.30%
Shares39.2K
Event2026-03-31
Filed2026-05-11
STIP
ISHARES TR
-4.08%
Shares22.6K
Event2026-03-31
Filed2026-05-11
BL
BLACKLINE INC
700.00%
Shares60.0K
Event2026-03-31
Filed2026-05-11
EEM
ISHARES TR
New
Shares36.8K
Event2026-03-31
Filed2026-05-11
FSV
FIRSTSERVICE CORP NEW
47.00%
Shares14.7K
Event2026-03-31
Filed2026-05-11
CNQ
CANADIAN NAT RES LTD MED TER
0.00%
Shares38.0K
Event2026-03-31
Filed2026-05-11
ETSY INC
ETSY INC
0.00%
Shares2.0M
Event2026-03-31
Filed2026-05-11
SNDL INC
SNDL INC
23.78%
Shares1.3M
Event2026-03-31
Filed2026-05-11
SPXC
SPX TECHNOLOGIES INC
0.00%
Shares8.6K
Event2026-03-31
Filed2026-05-11
ENB
ENBRIDGE INC
4.78%
Shares31.7K
Event2026-03-31
Filed2026-05-11
BNS
BANK NOVA SCOTIA B C
0.01%
Shares22.8K
Event2026-03-31
Filed2026-05-11
RGLD
ROYAL GOLD INC
0.00%
Shares5.6K
Event2026-03-31
Filed2026-05-11
EVGO
EVGO INC
80.08%
Shares756.3K
Event2026-03-31
Filed2026-05-11
FUL
FULLER H B CO
-50.00%
Shares20.0K
Event2026-03-31
Filed2026-05-11
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
67.60%
Shares2.5K
Event2026-03-31
Filed2026-05-11
IBIT
ISHARES BITCOIN TRUST ETF
-28.46%
Shares30.9K
Event2026-03-31
Filed2026-05-11
DIA
STATE STR SPDR DOW JONES IND
New
Shares2.5K
Event2026-03-31
Filed2026-05-11
ACWI
ISHARES TR
0.00%
Shares8.0K
Event2026-03-31
Filed2026-05-11
TRIP
TRIPADVISOR INC
0.10%
Shares100.0K
Event2026-03-31
Filed2026-05-11
CRON
CRONOS GROUP INC
0.00%
Shares390.0K
Event2026-03-31
Filed2026-05-11
ORLA
ORLA MNG LTD NEW
-14.08%
Shares61.0K
Event2026-03-31
Filed2026-05-11
INTEGER HLDGS CORP
INTEGER HLDGS CORP
New
Shares1.0M
Event2026-03-31
Filed2026-05-11
GOGO
GOGO INC
0.00%
Shares234.1K
Event2026-03-31
Filed2026-05-11
MATCH GROUP INC NEW
MATCH GROUP INC NEW
0.00%
Shares30.2K
Event2026-03-31
Filed2026-05-11
UNITY SOFTWARE INC
UNITY SOFTWARE INC
New
Shares875.0K
Event2026-03-31
Filed2026-05-11
CELESTICA INC
CELESTICA INC
0.00%
Shares3.1K
Event2026-03-31
Filed2026-05-11
MSFT
MICROSOFT CORP
112.46%
Shares2.2K
Event2026-03-31
Filed2026-05-11
STRK
STRATEGY INC
12.53%
Shares10.7K
Event2026-03-31
Filed2026-05-11
SLSR
SOLARIS RES INC
0.00%
Shares87.1K
Event2026-03-31
Filed2026-05-11
AAPL
APPLE INC
-20.39%
Shares2.7K
Event2026-03-31
Filed2026-05-11
USMV
ISHARES TR
3.61%
Shares7.2K
Event2026-03-31
Filed2026-05-11
CM
CANADIAN IMPERIAL BANK OF CO
1.36%
Shares6.7K
Event2026-03-31
Filed2026-05-11
INVESCO QQQ TR
INVESCO QQQ TR
-86.49%
Shares1.0K
Event2026-03-31
Filed2026-05-11
VAL
VALARIS LTD
New
Shares6.1K
Event2026-03-31
Filed2026-05-11
CANADIAN PACIFIC KANSAS CITY
CANADIAN PACIFIC KANSAS CITY
-0.59%
Shares7.6K
Event2026-03-31
Filed2026-05-11
WPM
WHEATON PRECIOUS METALS CORP
-11.80%
Shares4.4K
Event2026-03-31
Filed2026-05-11
OR ROYALTIES INC.
OR ROYALTIES INC.
0.00%
Shares14.6K
Event2026-03-31
Filed2026-05-11
HITI
HIGH TIDE INC
0.00%
Shares240.0K
Event2026-03-31
Filed2026-05-11
BIP
BROOKFIELD INFRASTRUCTURE PA
25.89%
Shares14.6K
Event2026-03-31
Filed2026-05-11
CNI
CANADIAN NATL RY CO
9.01%
Shares4.9K
Event2026-03-31
Filed2026-05-11
AMZN
AMAZON COM INC
-1.09%
Shares2.3K
Event2026-03-31
Filed2026-05-11
SU
SUNCOR ENERGY INC NEW
-0.64%
Shares6.9K
Event2026-03-31
Filed2026-05-11
DCBO
DOCEBO INC
New
Shares25.5K
Event2026-03-31
Filed2026-05-11
JPM
JPMORGAN CHASE & CO
-12.23%
Shares1.4K
Event2026-03-31
Filed2026-05-11
TFII
TRANSFORCE INC
62.98%
Shares3.8K
Event2026-03-31
Filed2026-05-11
VFF
VILLAGE FARMS INTL INC
0.00%
Shares139.7K
Event2026-03-31
Filed2026-05-11
SA
SEABRIDGE GOLD INC
20.72%
Shares13.4K
Event2026-03-31
Filed2026-05-11
MFC
MANULIFE FINL CORP
2.02%
Shares10.8K
Event2026-03-31
Filed2026-05-11
EMA
EMERA INC
0.00%
Shares5.7K
Event2026-03-31
Filed2026-05-11
ALPHABET INC
ALPHABET INC
-62.55%
Shares1.0K
Event2026-03-31
Filed2026-05-11
SLF
SUN LIFE FINANCIAL INC.
13.10%
Shares4.7K
Event2026-03-31
Filed2026-05-11
ZYMEWORKS INC
ZYMEWORKS INC
0.00%
Shares10.8K
Event2026-03-31
Filed2026-05-11
RSVR
RESERVOIR MEDIA INC
New
Shares27.0K
Event2026-03-31
Filed2026-05-11
IEF
ISHARES TR
-63.72%
Shares2.6K
Event2026-03-31
Filed2026-05-11
TSLA
TESLA INC
-86.96%
Shares636
Event2026-03-31
Filed2026-05-11
GEV
GE VERNOVA INC
New
Shares270
Event2026-03-31
Filed2026-05-11
BHP
BHP BILLITON LIMITED
New
Shares3.1K
Event2026-03-31
Filed2026-05-11
WCN
WASTE CONNECTIONS INC
New
Shares1.4K
Event2026-03-31
Filed2026-05-11
NTR
NUTRIEN LTD
New
Shares2.9K
Event2026-03-31
Filed2026-05-11
NFLX
NETFLIX INC.
New
Shares2.1K
Event2026-03-31
Filed2026-05-11

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available