Ewing Morris & Co. Investment Partners Ltd. Portfolio Holdings

Ewing Morris & Co. Investment Partners Ltd.

  • $116 Million
  • Q4 2024

Ewing Morris & Co. Investment Partners Ltd. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $116 Million distributed in 89 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Latham Group, Inc. with a value of $8.08M, Stoneridge Inc with a value of $7.68M, Gogo Inc. with a value of $6.99M, Goosehead Insurance, Inc. with a value of $6.48M, and Royal Bank Of Canada with a value of $3.84M.

Examining the 13F form we can see an increase of $63.5M in the current position value, from $52.8M to 116M.

Ewing Morris & Co. Investment Partners Ltd. is based out at Toronto, A6

Below you can find more details about Ewing Morris & Co. Investment Partners Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $116 Million
Financial Services: $23.1 Million
Industrials: $18.4 Million
Consumer Cyclical: $17.6 Million
ETFs: $15.8 Million
Technology: $13.5 Million
Communication Services: $10.1 Million
Utilities: $4.42 Million
Energy: $3.55 Million
Other: $9.7 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.54 Million 3.05% of portfolio
6,934
Q4 2024 New
$0
$3.04 Million 2.61% of portfolio
5,167
Q4 2024 New
$0
$2.74 Million 2.36% of portfolio
73,845
Q4 2024 New
$93.4B
$1.58 Million 1.36% of portfolio
6,545
Q4 2024 New
$0
$1.23 Million 1.05% of portfolio
21,376
Q4 2024 New
$0
$1.04 Million 0.9% of portfolio
10,385
Q4 2024 New
$0
$1 Million 0.86% of portfolio
1,714
Q4 2024 New
$0
$998,000 0.86% of portfolio
8,500
Q4 2024 New
$0
$443,000 0.38% of portfolio
5,000
Q4 2024 New
$0
$211,000 0.18% of portfolio
2,574
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $116 Million
  • Prior Value $52.8 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 62 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
Track This Portfolio

Track Ewing Morris & Co. Investment Partners Ltd. Portfolio

Follow Ewing Morris & Co. Investment Partners Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ewing Morris & Co. Investment Partners Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Ewing Morris & Co. Investment Partners Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email