Ewing Morris & Co. Investment Partners Ltd. holds a diversified book of 89 reported positions worth $191.4M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Ishares Core Msci Eafe ETF and trimmed Compass Minerals Internation. Their largest long position is Compass Minerals Internation at 8% of the reported non-option book. Cloning the disclosed picks since 2025 would be +16% (+19.5%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 5.9 points over this window.
Growth of $10,000 cloning Ewing Morris & Co. Investment Partners Ltd.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
62% mapped to company sectors
+5 sectors below the cut, 8% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Ewing Morris & Co. Investment Partners Ltd.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Swiss Re Ltd | 19 / 80 | $1.0B |
| Mufg Securities (Canada), LTD. | 20 / 80 | $2.7B |
| Shulman DeMeo Asset Management LLC | 11 / 80 | $389.8M |
| Mann Financial Group, Inc. | 8 / 80 | $85.7M |
| Roth Financial Partners LLC | 10 / 80 | $236.2M |
| XP Advisory US, Inc. | 10 / 80 | $125.2M |
| Delaney Capital Management Ltd. | 15 / 80 | $428.1M |
| Capula Management Ltd | 13 / 80 | $18.5B |
Ranked by the share of each fund's own book sitting in the names it shares with Ewing Morris & Co. Investment Partners Ltd.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Compass Minerals Intl Inc COM | $14.8M | 570.8K | 7.7% | ▼−72% Reduced · −1.4M sh | |
| 2 | Ishares TR CORE S&P500 ETF | $13.8M | 18.4K | 7.2% | ▲+7.3% Added · +1K sh | |
| 3 | Ishares TR MSCI INTL QUALTY | $10.0M | 202.6K | 5.2% | ▲+0.4% Added · +896 sh | |
| 4 | Stoneridge Inc COM | $8.2M | 1.35M | 4.3% | ▼−0.9% Reduced · −12K sh | |
| 5 | Evolent Health Inc NOTE 3.500%12/0 | $8.0M | 10.50M | 4.2% | —Held | |
| 6 | Toronto Dominion BK Ont COM NEW | $6.4M | 52.4K | 3.3% | ▼−1.8% Reduced · −980 sh | |
| 7 | Five9 Inc NOTE 1.000% 3/1 | $6.2M | 7.00M | 3.3% | —Held | |
| 8 | Royal BK Cda COM | $6.2M | 29.9K | 3.2% | ▼−15% Reduced · −5K sh | |
| 9 | Enerflex Ltd COM | $5.4M | 220.0K | 2.8% | ▼−12% Reduced · −30K sh | |
| 10 | Ishares TR CORE MSCI EAFE | $5.0M | 52.0K | 2.6% | ▲New New position | |
| 11 | Driven Brands Hldgs Inc COM | $4.8M | 341.0K | 2.5% | ▼−16% Reduced · −65K sh | |
| 12 | Bank Montreal Medium COM | $4.7M | 26.5K | 2.4% | ▼−0.2% Reduced · −57 sh | |
| 13 | Blackline Inc NOTE 1.000% 6/0 | $4.6M | 5.00M | 2.4% | —Held | |
| 14 | Xometry Inc NOTE 1.000% 2/0 | $4.6M | 2.60M | 2.4% | ▼−37% Reduced · −1.5M sh | |
| 15 | SPDR Gold TR GOLD SHS | $4.6M | 12.4K | 2.4% | ▼−25% Reduced · −4K sh | |
| 16 | JBT Marel Corporation COM | $3.8M | 26.5K | 2.0% | ▼−28% Reduced · −10K sh | |
| 17 | Fortis Inc COM | $3.8M | 66.0K | 2.0% | ▲+0.7% Added · +490 sh | |
| 18 | Goosehead Ins Inc COM CL A | $3.8M | 77.6K | 2.0% | ▼−24% Reduced · −24K sh | |
| 19 | Algoma STL Group Inc COM | $2.9M | 722.4K | 1.5% | ▲+1.7% Added · +12K sh | |
| 20 | Shift4 PMTS Inc NOTE 0.500% 8/0 | $2.9M | 3.00M | 1.5% | ▲New New position | |
| 21 | Ishares TR CORE S&P SCP ETF | $2.9M | 19.4K | 1.5% | ▲New New position | |
| 22 | Ishares Inc CORE MSCI EMKT | $2.8M | 34.3K | 1.5% | ▲New New position | |
| 23 | Firstservice Corp New COM | $2.8M | 20.0K | 1.5% | ▲+36% Added · +5K sh | |
| 24 | Blackline Inc COM | $2.7M | 95.0K | 1.4% | ▲+58% Added · +35K sh | |
| 25 | TC Energy Corp COM | $2.6M | 39.5K | 1.4% | ▲+1.0% Added · +377 sh | |
| 26 | Sangoma Technologies Corp COM NEW | $2.6M | 668.9K | 1.3% | ▲+0.1% Added · +600 sh | |
| 27 | SPS Comm Inc COM | $2.0M | 35.2K | 1.1% | ▲New New position | |
| 28 | SNDL Inc COM | $2.0M | 1.48M | 1.0% | ▲+14% Added · +180K sh | |
| 29 | Bank Nova Scotia B C COM | $2.0M | 22.7K | 1.0% | ▼−0.5% Reduced · −108 sh | |
| 30 | State STR SPDR S&P 500 ETF T TR UNIT | $1.8M | 2.5K | 1.0% | ▼−50% Reduced · −2K sh | |
| 31 | Enbridge Inc COM | $1.7M | 31.6K | 0.9% | ▼−0.2% Reduced · −56 sh | |
| 32 | Fuller H B Co COM | $1.6M | 28.2K | 0.9% | ▲+41% Added · +8K sh | |
| 33 | Match Group Inc New COM | $1.6M | 41.6K | 0.8% | ▲+38% Added · +11K sh | |
| 34 | Canadian Nat Res Ltd Med Ter COM | $1.5M | 38.7K | 0.8% | ▲+2.0% Added · +765 sh | |
| 35 | SPX Technologies Inc COM | $1.5M | 6.1K | 0.8% | ▼−29% Reduced · −3K sh | |
| 36 | Royal Gold Inc COM | $1.4M | 7.2K | 0.8% | ▲+30% Added · +2K sh | |
| 37 | Tripadvisor Inc COM | $1.4M | 100.0K | 0.7% | —Held | |
| 38 | Latham Group Inc COM | $1.4M | 211.5K | 0.7% | ▼−64% Reduced · −368K sh | |
| 39 | Evgo Inc CL A COM | $1.3M | 703.6K | 0.7% | ▼−7.0% Reduced · −53K sh | |
| 40 | Ishares TR MSCI ACWI ETF | $1.3M | 8.0K | 0.7% | —Held | |
| 41 | Berkshire Hathaway Inc Del CL B NEW | $1.2M | 2.5K | 0.6% | ▼−2.6% Reduced · −66 sh | |
| 42 | Invesco QQQ TR UNIT SER 1 | $1.1M | 1.5K | 0.6% | ▲+46% Added · +483 sh | |
| 43 | Cronos Group Inc COM | $1.1M | 390.0K | 0.6% | —Held | |
| 44 | Unity Software Inc NOTE 3/1 | $992K | 875.0K | 0.5% | —Held | |
| 45 | Ishares TR US TRSPRTION | $984K | 11.3K | 0.5% | ▲New New position | |
| 46 | Integer Hldgs Corp DBCV 1.875% 3/1 | $971K | 1.00M | 0.5% | —Held | |
| 47 | Ishares TR 0-5 YR TIPS ETF | $877K | 8.6K | 0.5% | ▼−62% Reduced · −14K sh | |
| 48 | Ishares Inc MSCI GBL ETF NEW | $847K | 14.6K | 0.4% | ▲New New position | |
| 49 | Apple Inc COM | $776K | 2.7K | 0.4% | ▼−1.3% Reduced · −34 sh | |
| 50 | Ishares TR GLOBAL ENERG ETF | $748K | 15.2K | 0.4% | ▲New New position |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.