Institutional Fund
Ewing Morris & Co. Investment Partners Ltd.
Toronto, CanadaCIK 18468385 filings on record
Portfolio Value
$222.07M
Q1 2026
Holdings
86
Reported positions
New Buys
13
Opened this quarter
QoQ Change
-3.1%
from $229.24M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Compass Minerals Intl Inc18.2%
- Ishares Tr5.0%
- Bandwidth Inc4.9%
- Ishares Tr4.2%
- Spdr Gold Tr3.2%
- Five9 Inc2.7%
- Other61.7%
Portfolio Holdings
86 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Compass Minerals Intl Inc | 2.01M | $40.44M | 18.2% | +336.0K | Added |
| 2 | Ishares Tr | 17.1K | $11.20M | 5.0% | +3.6K | Added |
| 3 | Bandwidth Inc | 12.20M | $10.94M | 4.9% | 0 | Held |
| 4 | Ishares Tr | 201.7K | $9.32M | 4.2% | +36.4K | Added |
| 5 | Spdr Gold Tr | 16.5K | $7.10M | 3.2% | +734 | Added |
| 6 | Five9 Inc | 7.00M | $6.09M | 2.7% | 0 | Held |
| 7 | Evolent Health Inc | 10.50M | $5.84M | 2.6% | 0 | Held |
| 8 | Royal Bk Cda | 35.2K | $5.67M | 2.6% | +5.5K | Added |
| 9 | Stoneridge Inc | 1.37M | $5.50M | 2.5% | +28.9K | Added |
| 10 | Enerflex Ltd | 250.0K | $5.21M | 2.3% | −50.0K | Reduced |
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