Ewing Morris & Co. Investment Partners Ltd.
Ewing Morris & Co. Investment Partners Ltd. reported 89 holdings worth US$191M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Ewing Morris & Co. Investment Partners Ltd. reported 89 holdings worth US$191M as of Jun 30, 2026. Largest: Compass Minerals Intl Inc, Stoneridge, Inc. and Toronto-dominion Bank. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 89
- Value as reported
- US$191M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Compass Minerals Intl Inc | 571K | US$14.8M | 7.7% |
| Stoneridge, Inc. | 1.35M | US$8.17M | 4.3% |
| Toronto-dominion Bank | 52,374 | US$6.37M | 3.3% |
| Royal Bank Of Canada | 29,932 | US$6.2M | 3.2% |
| Enerflex Ltd. | 220K | US$5.4M | 2.8% |
| Driven Brands Holdings Inc. | 341K | US$4.75M | 2.5% |
| Bank Of Montreal | 26,524 | US$4.69M | 2.4% |
| Jbt Marel Corporation | 26,451 | US$3.84M | 2.0% |
| Fortis Inc. | 66,028 | US$3.78M | 2.0% |
| Goosehead Insurance, Inc. | 77,633 | US$3.77M | 2.0% |
| Algoma Steel Group Inc. | 722K | US$2.94M | 1.5% |
| Firstservice Corp | 19,967 | US$2.84M | 1.5% |
| Blackline, Inc. | 95,000 | US$2.67M | 1.4% |
| Tc Energy Corporation | 39,533 | US$2.64M | 1.4% |
| Sangoma Technologies Corporation | 669K | US$2.55M | 1.3% |
| Sps Commerce, Inc. | 35,243 | US$2.01M | 1.1% |
| Sndl Inc. | 1.48M | US$1.99M | 1.0% |
| Bank Of Nova Scotia | 22,661 | US$1.97M | 1.0% |
| Enbridge Inc. | 31,649 | US$1.72M | 0.90% |
| H. B. Fuller Company | 28,200 | US$1.64M | 0.86% |
| Match Group, Inc. | 41,586 | US$1.58M | 0.83% |
| Canadian Natural Resources Limited | 38,716 | US$1.55M | 0.81% |
| Spx Technologies, Inc. | 6,112 | US$1.5M | 0.78% |
| Royal Gold, Inc. | 7,240 | US$1.45M | 0.76% |
| Tripadvisor, Inc. | 100K | US$1.37M | 0.72% |
| Latham Group, Inc. | 211K | US$1.37M | 0.71% |
| Evgo Inc. | 704K | US$1.34M | 0.70% |
| Berkshire Hathaway Inc. | 2,453 | US$1.23M | 0.64% |
| Cronos Group Inc | 390K | US$1.08M | 0.56% |
| Apple Inc | 2,683 | US$776K | 0.41% |
| Canadian Imperial Bank Of Commerce | 6,420 | US$744K | 0.39% |
| Solaris Resources Inc | 87,100 | US$732K | 0.38% |
| Gogo Inc. | 234K | US$726K | 0.38% |
| Canadian National Railway Company | 5,956 | US$711K | 0.37% |
| Integer Holdings Corporation | 7,500 | US$701K | 0.37% |
| Canadian Pacific Kansas City Limited | 7,786 | US$676K | 0.35% |
| Tfi International Inc. | 4,178 | US$601K | 0.31% |
| Celestica Inc. | 1,645 | US$600K | 0.31% |
| Orla Mining Ltd. | 61,000 | US$596K | 0.31% |
| Wheaton Precious Metals Corp | 5,160 | US$580K | 0.30% |
| High Tide, Inc. | 240K | US$546K | 0.29% |
| Amazon.com, Inc. | 2,219 | US$529K | 0.28% |
| Jp Morgan Chase & Co. | 1,435 | US$470K | 0.25% |
| Or Royalties Inc. | 14,550 | US$462K | 0.24% |
| Atkore Inc. | 6,000 | US$456K | 0.24% |
| Manulife Financial Corporation | 11,237 | US$456K | 0.24% |
| Brookfield Infrastructure Partners Lp Limited Partnership | 12,156 | US$444K | 0.23% |
| Suncor Energy Inc. | 7,540 | US$405K | 0.21% |
| Strategy Inc | 4,600 | US$400K | 0.21% |
| Sun Life Financial Inc. | 4,921 | US$386K | 0.20% |
| Brookfield Corporation | 8,781 | US$375K | 0.20% |
| Alphabet Inc (google) Class C | 930 | US$332K | 0.17% |
| Waste Connections, Inc. | 1,988 | US$331K | 0.17% |
| Emera Incorporated | 5,725 | US$304K | 0.16% |
| Ge Vernova Inc. | 255 | US$300K | 0.16% |
| Zymeworks Inc. | 10,850 | US$284K | 0.15% |
| Nutrien Ltd. | 4,420 | US$281K | 0.15% |
| Village Farms International, Inc. | 140K | US$279K | 0.15% |
| Tesla, Inc. | 636 | US$268K | 0.14% |
| Reservoir Media, Inc.. | 27,000 | US$267K | 0.14% |
| Bhp Group Ltd | 3,090 | US$257K | 0.13% |
| Advanced Micro Devices Inc | 368 | US$214K | 0.11% |
| Seabridge Gold Inc | 0 | US$0 | 0.00% |
| Valaris Limited | 0 | US$0 | 0.00% |
| Ziff Davis, Inc. | 0 | US$0 | 0.00% |
| Docebo, Inc. | 0 | US$0 | 0.00% |
| Microsoft Corp. | 0 | US$0 | 0.00% |
| Netflix, Inc. | 0 | US$0 | 0.00% |
Source
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