1y return+14.0%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2025: $114 against $121 in the S&P 500.2
Ewing Morris & Co. Investment Partners Ltd.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| CMPCompass Minerals Intl Inc | $14.8M | 7.7% | −71.7% |
| IVVIshares Tr | $13.8M | 7.2% | +7.3% |
| IQLTIshares Tr | $10.0M | 5.2% | |
| SRIStoneridge Inc | $8.2M | 4.3% | |
| Evolent Health IncCUSIP 30050BAH4 | $8.0M | 4.2% | |
| TDToronto Dominion Bk Ont | $6.4M | 3.3% | −1.8% |
| Five9 IncCUSIP 338307AF8 | $6.2M | 3.3% | |
| RYRoyal Bk Cda | $6.2M | 3.2% | −14.9% |
| EFXTEnerflex Ltd | $5.4M | 2.8% | −12.0% |
| IEFAIshares Tr | $5.0M | 2.6% | New |
| DRVNDriven Brands Hldgs Inc | $4.8M | 2.5% | −16.0% |
| BMOBank Montreal Medium | $4.7M | 2.4% | |
| Blackline IncCUSIP 09239BAF6 | $4.6M | 2.4% | |
| Xometry IncCUSIP 98423FAB5 | $4.6M | 2.4% | −36.6% |
| GLDSpdr Gold Tr | $4.6M | 2.4% | −25.1% |
| JBTMJbt Marel Corporation | $3.8M | 2.0% | −27.8% |
| FTSFortis Inc | $3.8M | 2.0% | |
| GSHDGoosehead Ins Inc | $3.8M | 2.0% | −23.7% |
| ASTLAlgoma Stl Group Inc | $2.9M | 1.5% | +1.7% |
| Shift4 Pmts IncCUSIP 82452JAD1 | $2.9M | 1.5% | New |
| IJRIshares Tr | $2.9M | 1.5% | New |
| IEMGIshares Inc | $2.8M | 1.5% | New |
| FSVFirstservice Corp New | $2.8M | 1.5% | +35.8% |
| BLBlackline Inc | $2.7M | 1.4% | +58.3% |
| TRPTc Energy Corp | $2.6M | 1.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| CMPCompass Minerals Intl Inc | March 31, 2025 | +235.1% | $14.8M |
| EFXTEnerflex Ltd | March 31, 2025 | +217.1% | $5.4M |
| TDToronto Dominion Bk Ont | December 31, 2024 | +128.1% | $6.4M |
| SPXCSpx Technologies Inc | March 31, 2025 | +90.4% | $1.5M |
| BMOBank Montreal Medium | December 31, 2024 | +82.1% | $4.7M |
| RYRoyal Bk Cda | December 31, 2024 | +71.7% | $6.2M |
| BNSBank Nova Scotia B C | December 31, 2024 | +61.7% | $2.0M |
| GLDSpdr Gold Tr | December 31, 2024 | +52.1% | $4.6M |
| TRPTc Energy Corp | December 31, 2024 | +42.5% | $2.6M |
| JBTMJbt Marel Corporation | March 31, 2024 | +38.2% | $3.8M |
Sold off last quarter
- Bandwidth IncCUSIP 05988JAD5 was $10.9M
- Rapid7 IncCUSIP 753422AH7 was $3.8M
- Cable One IncCUSIP 12685JAG0 was $3.8M
- EFAIshares Tr was $3.7M
- ZDZiff Davis Inc was $3.3M
- EEMIshares Tr was $2.1M
- Etsy IncCUSIP 29786AAN6 was $1.8M
- MSFTMicrosoft Corp was $799K
- Valaris LtdCUSIP G9460G101 was $599K
- DCBODocebo Inc was $445K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +14.5% | +14.8% |
| March 31, 2026 | −1.2% | −4.6% |
| December 31, 2025 | −1.2% | +2.4% |
| September 30, 2025 | +2.0% | +7.8% |
| September 30, 2024 | +5.9% | +5.4% |
| March 31, 2024 | +4.1% | +10.0% |
| December 31, 2023 | +1.3% | +11.2% |
| September 30, 2023 | −7.4% | −3.6% |
| June 30, 2023 | +4.5% | +8.3% |
| March 31, 2023 | −2.6% | +7.0% |
| December 31, 2022 | +15.4% | +7.1% |
| June 30, 2022 | −13.4% | −16.5% |
| March 31, 2022 | +3.3% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Ewing Morris & Co. Investment Partners Ltd. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1846838&type=13F-HR&dateb=&owner=include&count=40CIK 1846838
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1846838/000140508626000600/Filed August 14, 2026 · accession 0001405086-26-000600