Ewing Morris & Co. Investment Partners Ltd. Portfolio Holdings

Ewing Morris & Co. Investment Partners Ltd.

  • $157 Million
  • Q2 2025

Ewing Morris & Co. Investment Partners Ltd. has filed its 13F form on August 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $157 Million distributed in 94 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Compass Minerals International Inc with a value of $25.7M, Stoneridge Inc with a value of $8.62M, Goosehead Insurance, Inc. with a value of $6.79M, Latham Group, Inc. with a value of $6.8M, and Driven Brands Holdings Inc. with a value of $6.71M.

Examining the 13F form we can see an increase of $47M in the current position value, from $110M to 157M.

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 $157 Million
Basic Materials: $30.4 Million
ETFs: $25.7 Million
Financial Services: $23.8 Million
Industrials: $21 Million
Consumer Cyclical: $19.7 Million
Technology: $15.3 Million
Communication Services: $7.98 Million
Energy: $5 Million
Other: $7.79 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$6.07 Million 3.87% of portfolio
9,773
Q2 2025 Added 45.06%
$0
$5.57 Million 3.55% of portfolio
128,883
Q2 2025 Added 39.08%
$0
$4.03 Million 2.57% of portfolio
7,311
Q2 2025 Reduced 29.53%
$106B
$3.35 Million 2.14% of portfolio
10,991
Q2 2025 Added 67.93%
$0
$2.27 Million 1.45% of portfolio
22,050
Q2 2025 Reduced 5.56%
$0
$1.45 Million 0.92% of portfolio
2,339
Q2 2025 Added 36.46%
$0
$1.03 Million 0.66% of portfolio
8,000
Q1 2025 Reduced 5.88%
$0
$843,000 0.54% of portfolio
8,811
Q2 2025 Added 33.2%
$0
$579,000 0.37% of portfolio
6,990
Q2 2025 Added 207.39%
$0
$525,000 0.33% of portfolio
5,600
Q2 2025 Added 12.0%

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $157 Million
  • Prior Value $110 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 21 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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