Ewing Morris & Co. Investment Partners Ltd. 13F Holdings

CIK 0001846838 · TORONTO, A6

As of Sep 30, 2025, Ewing Morris & Co. Investment Partners Ltd. reported 94 positions worth $234.0M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
COMPASS MINERALS INTERNATIONAL INCCMPBasic Materials1,669,500$29.0M12.41%
BANDWIDTH INC——11,600,000 0.0M4.26%
STONERIDGE INCSRIConsumer Cyclical1,336,204$8.5M3.62%
EVOLENT HEALTH INC——10,000,000$8.2M3.50%
ISHARES CORE S&P 500 ETFIVV—12,161$8.1M3.48%
LATHAM GROUP INCSWIMBasic Materials841,342$6.4M2.74%
FIVE9 INC——7,000,000$6.2M2.66%
ISHARES MSCI INTL QUALITY FACTOR ETFIQLT—139,933$6.2M2.64%
DRIVEN BRANDS HOLDINGS INCDRVNConsumer Cyclical382,167$6.2M2.63%
RAPID7 INC——6,302,000$5.9M2.53%
GOOSEHEAD INSURANCE INCGSHDFinancial Services78,396$5.8M2.49%
SPDR GOLD TRUSTGQ9—16,129$5.7M2.45%
BLACKLINE INC——5,000,000$5.2M2.23%
CABLE ONE INC——6,000,000$5.2M2.22%
JBT MAREL CORPJBTMIndustrials36,651$5.1M2.20%
XOMETRY INC——4,100,000$5.0M2.12%
INVESCO QQQ TRUST SERIES 1QQQ—7,473$4.5M1.92%
ROYAL BANK OF CANADARYFinancial Services29,972$4.4M1.89%
TORONTO DOMINION BANKTDFinancial Services54,725$4.4M1.87%
RAPID7 INC——4,600,000$4.2M1.80%
ZIFF DAVIS INC——4,000,000$3.9M1.66%
ADVANCED DRAINAGE SYSTEMS INCWMSBasic Materials27,873$3.9M1.65%
GOGO INCGOGOCommunication Services446,520$3.8M1.64%
SNAP INC——4,000,000$3.6M1.53%
BANK OF MONTREALBMOFinancial Services26,979$3.5M1.50%