DOSSIER · 13F-HR · Q1 2026

Ewing Morris & Co. Investment Partners Ltd.

Ewing Morris & Investment's holding co. based in Chicago, IL $222M in tracked AUM across 86 positions as of Q1 2026.

EM
Ewing Morris & Investment·Chicago, IL·Holding Co.
CIK 0001846838 · last filed Mar 31, 2026
Total AUM
$222M
18.7%
vs prior
Holdings
86
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
Top sector
Tech
11% weight
concentration
AI Analysis · Q1 2026 · 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$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

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