Ewing Morris & Co. Investment Partners Ltd.

Est. AUM

$222.1M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	COMPASS MINERALS INTL INC	COM	$40.4M	2014327	18.21%	SOLE
2	ISHARES TR	CORE S&P500 ETF	$11.2M	17139	5.04%	SOLE
3	BANDWIDTH INC	NOTE 0.500% 4/0	$10.9M	12200000	4.93%	SOLE
4	ISHARES TR	MSCI INTL QUALTY	$9.3M	201689	4.20%	SOLE
5	SPDR GOLD TR	GOLD SHS	$7.1M	16512	3.20%	SOLE
6	FIVE9 INC	NOTE 1.000% 3/1	$6.1M	7000000	2.74%	SOLE
7	EVOLENT HEALTH INC	NOTE 3.500%12/0	$5.8M	10500000	2.63%	SOLE
8	ROYAL BK CDA	COM	$5.7M	35160	2.55%	SOLE
9	STONERIDGE INC	COM	$5.5M	1365054	2.47%	SOLE
10	ENERFLEX LTD	COM	$5.2M	250000	2.35%	SOLE
11	DRIVEN BRANDS HLDGS INC	COM	$5.1M	405961	2.31%	SOLE
12	TORONTO DOMINION BK ONT	COM NEW	$5.0M	53354	2.24%	SOLE
13	BLACKLINE INC	NOTE 1.000% 6/0	$4.7M	5000000	2.13%	SOLE
14	JBT MAREL CORPORATION	COM	$4.7M	36651	2.11%	SOLE
15	XOMETRY INC	NOTE 1.000% 2/0	$4.4M	4100000	1.97%	SOLE
16	GOOSEHEAD INS INC	COM CL A	$4.3M	101683	1.95%	SOLE
17	RAPID7 INC	NOTE 1.250% 3/1	$3.8M	4350000	1.70%	SOLE
18	CABLE ONE INC	NOTE 1.125% 3/1	$3.8M	5000000	1.69%	SOLE
19	ISHARES TR	MSCI EAFE ETF	$3.7M	37878	1.66%	SOLE
20	FORTIS INC	COM	$3.6M	65538	1.64%	SOLE
21	BANK MONTREAL MEDIUM	COM	$3.6M	26581	1.62%	SOLE
22	ZIFF DAVIS INC	COM	$3.3M	78643	1.49%	SOLE
23	STATE STR SPDR S&P 500 ETF T	TR UNIT	$3.2M	4952	1.45%	SOLE
24	LATHAM GROUP INC	COM	$3.1M	579658	1.40%	SOLE
25	ALGOMA STL GROUP INC	COM	$2.9M	710000	1.31%	SOLE
26	SANGOMA TECHNOLOGIES CORP	COM NEW	$2.6M	668254	1.18%	SOLE
27	TC ENERGY CORP	COM	$2.5M	39156	1.11%	SOLE
28	ISHARES TR	0-5 YR TIPS ETF	$2.3M	22615	1.05%	SOLE
29	BLACKLINE INC	COM	$2.2M	60000	1.00%	SOLE
30	ISHARES TR	MSCI EMG MKT ETF	$2.1M	36843	0.94%	SOLE
31	FIRSTSERVICE CORP NEW	COM	$2.0M	14700	0.92%	SOLE
32	CANADIAN NAT RES LTD MED TER	COM	$1.9M	37951	0.84%	SOLE
33	ETSY INC	NOTE 0.250% 6/1	$1.8M	2000000	0.81%	SOLE
34	SNDL INC	COM	$1.7M	1301222	0.78%	SOLE
35	SPX TECHNOLOGIES INC	COM	$1.7M	8612	0.78%	SOLE
36	ENBRIDGE INC	COM	$1.7M	31705	0.77%	SOLE
37	BANK NOVA SCOTIA B C	COM	$1.6M	22769	0.71%	SOLE
38	ROYAL GOLD INC	COM	$1.4M	5590	0.64%	SOLE
39	EVGO INC	CL A COM	$1.3M	756345	0.59%	SOLE
40	FULLER H B CO	COM	$1.2M	20000	0.56%	SOLE
41	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.2M	2519	0.54%	SOLE
42	ISHARES BITCOIN TRUST ETF	SHS BEN INT	$1.2M	30932	0.53%	SOLE
43	STATE STR SPDR DOW JONES IND	UT SER 1	$1.2M	2510	0.52%	SOLE
44	ISHARES TR	MSCI ACWI ETF	$1.1M	8000	0.50%	SOLE
45	TRIPADVISOR INC	COM	$1.1M	100000	0.48%	SOLE
46	CRONOS GROUP INC	COM	$984K	390000	0.44%	SOLE
47	ORLA MNG LTD NEW	COM	$978K	61000	0.44%	SOLE
48	INTEGER HLDGS CORP	DBCV 1.875% 3/1	$959K	1000000	0.43%	SOLE
49	GOGO INC	COM	$941K	234052	0.42%	SOLE
50	MATCH GROUP INC NEW	COM	$927K	30186	0.42%	SOLE

1–50 of 86

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.