FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,152.65-0.16%
XLE56.76-0.18%
STOXX50E5,860.32-0.39%
XLF51.780.69%
FTSE10,321.09-0.56%
IXIC24,869.040.13%
RUT2,788.220.04%
GSPC7,172.230.10%
Temp29.3°C
UV12.5
Feels33.3°C
Humidity66%
Wind13.7 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time12:25 PM

Institutional Manager · CIK 0001846838

Ewing Morris & Co. Investment Partners Ltd.

TORONTO, A6 · File #028-21963

Latest AUM
$229.2M
Positions
91
Top-10 Concentration
47.8%
Filings
9

Portfolio Value Over Time

2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

ActionIssuerTicker / CUSIPΔ SharesFlow ($)Price Effect
EXITEDRAPID7 INC753422AF1-6,302,000-$5.9M$0
EXITEDZIFF DAVIS INC48123VAH5-4,000,000-$3.9M$0
EXITEDSNAP INC83304AAH9-4,000,000-$3.6M$0
ADDRAPID7 INCRPD+3,750,000+$3.5M+$135,508
NEWMARRIOTT VACATIONS WORLDWIDEVAC+2,500,000+$2.4M$0
EXITEDROBINHOOD MKTS INC770700102-15,409-$2.2M$0
REDUCEADVANCED DRAIN SYS INC DEL00790R104-13,000-$1.9M+$220,347
NEWTAPESTRY INCTPR+9,710+$1.3M$0
EXITEDGE AEROSPACE369604301-3,982-$1.2M$0
NEWLAM RESEARCH CORPLRCX+6,834+$1.2M$0

Sector Allocation

Technology
16.1%$37.0M
Real Estate
13.9%$31.9M
Industrials
8.3%$19.1M
Financials
5.1%$11.7M
Energy
4.4%$10.1M
Healthcare
4.0%$9.2M
Materials
2.5%$5.8M

Filing History

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1COMPASS MINERALS INTL INCCOMP1,678,316$30.4M14.63%
2BANDWIDTH INCBAND12,200,000$10.9M5.24%
3ISHARES TR46428720013,567$9.4M4.53%
4RAPID7 INCRPD8,350,000$7.9M3.80%
5ISHARES TR46434V456165,275$7.6M3.66%
6EVOLENT HEALTH INCEVH10,500,000$7.2M3.47%
7STONERIDGE INCSRI1,336,204$6.6M3.16%
8GOOSEHEAD INS INCGSHD86,683$6.5M3.11%
9FIVE9 INCFIVN7,000,000$6.4M3.09%
10SPDR GOLD TRGLD15,778$6.3M3.05%
11DRIVEN BRANDS HLDGS INCDRVN382,167$5.7M2.76%
12JBT MAREL CORPORATIONJBTM36,651$5.6M2.69%
13LATHAM GROUP INCSWIM841,342$5.4M2.61%
14BLACKLINE INCBL5,000,000$5.4M2.59%
15XOMETRY INCXMTR4,100,000$5.3M2.53%
16ROYAL BK CDA78008710229,614$5.1M2.47%
17TORONTO DOMINION BK ONTTORO53,357$5.1M2.46%
18CABLE ONE INCCABO6,000,000$5.0M2.42%
19INVESCO QQQ TRIVZ7,711$4.8M2.31%
20ENERFLEX LTDEFXT300,000$4.7M2.26%