DOSSIER · 13F-HR · Q1 2026

Ewing Morris & Co. Investment Partners Ltd.

$222M in tracked AUM across 86 positions as of Q1 2026.

EM
CIK 0001846838 · last filed Mar 31, 2026
Total AUM
$222M
as of Q1 2026
Holdings
86
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Ewing Morris & Co. Investment Partners Ltd. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
CMP
COMPASS MINERALS INTL INC
$40M2.0M18.2%
02
IVV
ISHARES TR
$11M17K5.0%
03
BAND 0.5 04/01/28
BANDWIDTH INC
$11M12.2M4.9%
04
IQLT
ISHARES TR
$9M202K4.2%
05
GLD
SPDR GOLD TR
$7M17K3.2%
06
FIVN 1 03/15/29
FIVE9 INC
$6M7.0M2.7%
07
EVH 3.5 12/01/29
EVOLENT HEALTH INC
$6M10.5M2.6%
08
RY
ROYAL BK CDA
$6M35K2.6%
09
SRI
STONERIDGE INC
$5M1.4M2.5%
10
EFXT
ENERFLEX LTD
$5M250K2.3%

Filing history

2026Q1Mar 31
$222M 3.1%
86 positionsView →
2025Q4Dec 31
$229M 2.0%
91 positionsView →
2025Q3Sep 30
$234M 5.0%
94 positionsView →
2025Q2Jun 30
$223M 10.7%
94 positionsLocked
2025Q1Mar 31
$249M 14.0%
60 positionsLocked
2024Q4Dec 31
$290M 40.2%
89 positionsLocked
2024Q3Sep 30
$207M 31.5%
31 positionsLocked
2024Q2Jun 30
$157M 28.6%
33 positionsLocked
2024Q1Mar 31
$220M 57.2%
33 positionsLocked
2023Q4Dec 31
$140M 13.2%
33 positionsLocked
2023Q3Sep 30
$124M 4.3%
28 positionsLocked
2023Q2Jun 30
$129M 1.9%
28 positionsLocked
Showing 12 of 17