Ewing Morris & Co. Investment Partners Ltd. Portfolio Stock Holdings
Ewing Morris & Co. Investment Partners Ltd. disclosed 86 stock positions valued at approximately $222.1 million in its latest SEC 13F filing. The largest holdings include COMPASS MINERALS INTL INC, ISHARES TR, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on May 11, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 86
- Portfolio Value
- $222.1M
Holdings by Sector
Ewing Morris & Co. Investment Partners Ltd. Portfolio Holdings in Q1 2026
73 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| COMPASS MINERALS INTL INC | CMP | Basic Materials | 18.21% | 2,014,327 | +336,011 | +20.02% | $40,440,030 |
| ISHARES TR | IVV | Other | 5.04% | 17,139 | +3,572 | +26.33% | $11,195,366 |
| ISHARES TR | IQLT | Other | 4.20% | 201,689 | +36,414 | +22.03% | $9,324,082 |
| SPDR GOLD TR | GLD | Other | 3.20% | 16,512 | +734 | +4.65% | $7,104,948 |
| ROYAL BK CDA | RY | Financial Services | 2.55% | 35,160 | +5,546 | +18.73% | $5,665,709 |
| STONERIDGE INC | SRI | Consumer Cyclical | 2.47% | 1,365,054 | +28,850 | +2.16% | $5,495,598 |
| ENERFLEX LTD | EFXT | Energy | 2.35% | 250,000 | -50,000 | -16.67% | $5,212,998 |
| DRIVEN BRANDS HLDGS INC | DRVN | Consumer Cyclical | 2.31% | 405,961 | +23,794 | +6.23% | $5,119,168 |
| TORONTO DOMINION BK ONT | TD | Financial Services | 2.24% | 53,354 | -3 | -0.01% | $4,967,039 |
| JBT MAREL CORPORATION | JBT | Industrials | 2.11% | 36,651 | - | - | $4,686,563 |
| GOOSEHEAD INS INC | GSHD | Financial Services | 1.95% | 101,683 | +15,000 | +17.30% | $4,337,797 |
| ISHARES TR | EFA | Other | 1.66% | 37,878 | +37,878 | +100.00% | $3,679,090 |
| FORTIS INC | FTS | Utilities | 1.64% | 65,538 | +1,130 | +1.75% | $3,644,731 |
| BANK MONTREAL MEDIUM | BMO | Financial Services | 1.62% | 26,581 | -7 | -0.03% | $3,588,830 |
| ZIFF DAVIS INC | ZD | Communication Services | 1.49% | 78,643 | +10,395 | +15.23% | $3,299,860 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.45% | 4,952 | +3,149 | +174.65% | $3,228,103 |
| LATHAM GROUP INC | SWIM | Industrials | 1.40% | 579,658 | -261,684 | -31.10% | $3,112,763 |
| ALGOMA STL GROUP INC | ASTL | Basic Materials | 1.32% | 710,000 | +97,500 | +15.92% | $2,920,282 |
| SANGOMA TECHNOLOGIES CORP | SANG | Technology | 1.18% | 668,254 | +174,300 | +35.29% | $2,624,078 |
| TC ENERGY CORP | TRP | Energy | 1.11% | 39,156 | +116 | +0.30% | $2,468,732 |
| ISHARES TR | STIP | Other | 1.05% | 22,615 | -963 | -4.08% | $2,339,069 |
| BLACKLINE INC | BL | Technology | 1.00% | 60,000 | +52,500 | +700.00% | $2,220,000 |
| ISHARES TR | EEM | Other | 0.94% | 36,843 | +36,843 | +100.00% | $2,092,314 |
| FIRSTSERVICE CORP NEW | FSV | Real Estate | 0.92% | 14,700 | +4,700 | +47.00% | $2,041,652 |
| CANADIAN NAT RES LTD MED TER | CNQ | Energy | 0.84% | 37,951 | - | - | $1,862,401 |
| SNDL INC | SNDL | Consumer Defensive | 0.78% | 1,301,222 | +250,000 | +23.78% | $1,734,279 |
| SPX TECHNOLOGIES INC | SPXC | Industrials | 0.78% | 8,612 | - | - | $1,721,883 |
| ENBRIDGE INC | ENB | Energy | 0.77% | 31,705 | +1,446 | +4.78% | $1,713,213 |
| BANK NOVA SCOTIA B C | BNS | Financial Services | 0.71% | 22,769 | +3 | +0.01% | $1,573,950 |
| ROYAL GOLD INC | RGLD | Basic Materials | 0.64% | 5,590 | - | - | $1,422,599 |
| EVGO INC | EVGO | Consumer Cyclical | 0.59% | 756,345 | +336,345 | +80.08% | $1,300,913 |
| FULLER H B CO | FUL | Basic Materials | 0.56% | 20,000 | -20,000 | -50.00% | $1,233,600 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.54% | 2,519 | +1,016 | +67.60% | $1,207,105 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.54% | 30,932 | -12,303 | -28.46% | $1,188,407 |
| STATE STR SPDR DOW JONES IND | DIA | Other | 0.52% | 2,510 | +2,510 | +100.00% | $1,165,038 |
| ISHARES TR | ACWI | Other | 0.50% | 8,000 | - | - | $1,106,960 |
| TRIPADVISOR INC | TRIP | Consumer Cyclical | 0.48% | 100,000 | +100 | +0.10% | $1,066,000 |
| CRONOS GROUP INC | CRON | Healthcare | 0.44% | 390,000 | - | - | $983,698 |
| ORLA MNG LTD NEW | ORLA | Basic Materials | 0.44% | 61,000 | -10,000 | -14.08% | $977,801 |
| GOGO INC | GOGO | Communication Services | 0.42% | 234,052 | - | - | $940,889 |
| MATCH GROUP INC NEW | MTCH | Communication Services | 0.42% | 30,186 | - | - | $927,012 |
| CELESTICA INC | CLS | Technology | 0.39% | 3,075 | - | - | $864,671 |
| MICROSOFT CORP | MSFT | Technology | 0.36% | 2,165 | +1,146 | +112.46% | $799,215 |
| SOLARIS RES INC | SLSR | Basic Materials | 0.34% | 87,100 | - | - | $749,576 |
| APPLE INC | AAPL | Technology | 0.31% | 2,717 | -696 | -20.39% | $689,547 |
| ISHARES TR | USMV | Other | 0.30% | 7,180 | +250 | +3.61% | $665,873 |
| CANADIAN IMPERIAL BANK OF CO | CM | Financial Services | 0.29% | 6,730 | +90 | +1.36% | $640,955 |
| INVESCO QQQ TR | QQQ | Other | 0.27% | 1,042 | -6,669 | -86.49% | $601,422 |
| VALARIS LTD | VAL | Energy | 0.27% | 6,105 | +6,105 | +100.00% | $598,534 |
| CANADIAN PACIFIC KANSAS CITY | CP | Industrials | 0.27% | 7,567 | -45 | -0.59% | $594,825 |
| WHEATON PRECIOUS METALS CORP | WPM | Basic Materials | 0.26% | 4,410 | -590 | -11.80% | $577,873 |
| HIGH TIDE INC | HITI | Healthcare | 0.25% | 240,000 | - | - | $545,161 |
| BROOKFIELD INFRASTRUCTURE PA | G16252101 | Other | 0.24% | 14,636 | +3,010 | +25.89% | $527,008 |
| CANADIAN NATL RY CO | CNI | Industrials | 0.23% | 4,913 | +406 | +9.01% | $504,422 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.21% | 2,268 | -25 | -1.09% | $472,356 |
| SUNCOR ENERGY INC NEW | SU | Energy | 0.21% | 6,940 | -45 | -0.64% | $457,561 |
| DOCEBO INC | DCBO | Technology | 0.20% | 25,477 | +25,477 | +100.00% | $445,078 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.19% | 1,435 | -200 | -12.23% | $422,120 |
| TRANSFORCE INC | TFII | Industrials | 0.19% | 3,848 | +1,487 | +62.98% | $419,437 |
| VILLAGE FARMS INTL INC | VFF | Consumer Defensive | 0.18% | 139,736 | - | - | $396,850 |
| SEABRIDGE GOLD INC | SA | Basic Materials | 0.17% | 13,400 | +2,300 | +20.72% | $378,797 |
| MANULIFE FINL CORP | MFC | Financial Services | 0.17% | 10,757 | +213 | +2.02% | $369,371 |
| ALPHABET INC | GOOG | Communication Services | 0.13% | 1,031 | -1,722 | -62.55% | $291,687 |
| SUN LIFE FINANCIAL INC. | SLF | Financial Services | 0.13% | 4,661 | +540 | +13.10% | $291,072 |
| ZYMEWORKS INC | ZYME | Healthcare | 0.12% | 10,850 | - | - | $271,684 |
| RESERVOIR MEDIA INC | RSVR | Communication Services | 0.12% | 27,000 | +27,000 | +100.00% | $264,330 |
| ISHARES TR | IEF | Other | 0.11% | 2,589 | -4,548 | -63.72% | $247,094 |
| TESLA INC | TSLA | Consumer Cyclical | 0.11% | 636 | -4,243 | -86.96% | $236,433 |
| GE VERNOVA INC | GEV | Utilities | 0.11% | 270 | +270 | +100.00% | $235,818 |
| BHP BILLITON LIMITED | BHP | Basic Materials | 0.10% | 3,090 | +3,090 | +100.00% | $224,767 |
| WASTE CONNECTIONS INC | WCN | Industrials | 0.10% | 1,361 | +1,361 | +100.00% | $220,424 |
| NUTRIEN LTD | NTR | Basic Materials | 0.10% | 2,870 | +2,870 | +100.00% | $217,534 |
| NETFLIX INC. | NFLX | Communication Services | 0.09% | 2,116 | +2,116 | +100.00% | $203,453 |