Fund HoldingsEwing Morris & Co. Investment Partners Ltd.

Total Portfolio Value
$222.88M
Total Bought
$67.95M
Total Sold
$114.38M
Net Transaction
-$46.43M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
COMPASS MINERALS INTL INC(CMP)424,4991,280,648+856,1495,67522,46810.08%+16,793
EVOLENT HEALTH INC010,000,000+10,000,00008,5283.83%+8,528
ZIFF DAVIS INC(ZD)04,000,000+4,000,00003,7991.70%+3,799
ETSY INC(ETSY)02,000,000+2,000,00001,7170.77%+1,717
EVGO INC0420,000+420,00001,5330.69%+1,533
HOWMET AEROSPACE INC(HWM)07,054+7,05401,3130.59%+1,313
DRIVEN BRANDS HLDGS INC(DRVN)218,867382,167+163,3005,3986,7113.01%+1,312
INTUIT(INTU)01,623+1,62301,2780.57%+1,278
CLOUDFLARE INC(NET)06,346+6,34601,2430.56%+1,243
NVIDIA CORPORATION(NVDA)07,452+7,45201,1770.53%+1,177
BROADCOM INC(AVGO)04,173+4,17301,1500.52%+1,150
MICROSTRATEGY INC(MSTR)08,901+8,90101,0770.48%+1,077
JOHNSON CTLS INTL PLC
SHS
010,063+10,06301,0670.48%+1,067
ALGOMA STL GROUP INC210,000390,000+180,0001,6512,6901.21%+1,039
ROYALTY PHARMA PLC(RPRX)028,522+28,52201,0280.46%+1,028
LEONARDO DRS INC(DRS)021,808+21,80801,0140.45%+1,014
BWX TECHNOLOGIES INC(BWXT)06,900+6,90009940.45%+994
SPDR GOLD TR(GLD)6,54510,991+4,4462,4813,3501.50%+869
MICROSTRATEGY INC(MSTR)7,4419,426+1,9853,0663,8101.71%+744
ZSCALER INC(ZS)02,190+2,19006880.31%+688
STONERIDGE INC01,224,273+1,224,27307,1113.19%+7,111
ISHARES TR6,7379,773+3,0365,4486,0682.72%+620
ALNYLAM PHARMACEUTICALS INC(ALNY)01,440+1,44004700.21%+470
AMPHENOL CORP NEW04,700+4,70004640.21%+464
LIMBACH HLDGS INC(LMB)03,200+3,20004480.20%+448
ISHARES TR
MSCI INTL QUALTY
92,665128,883+36,2185,1725,5702.50%+398
TRIPADVISOR INC(TRIP)029,700+29,70003880.17%+388
ISHARES BITCOIN TRUST ETF(IBIT)46,69455,160+8,4663,0473,3761.51%+329
ISHARES TR2,2746,990+4,7162715790.26%+308
EMERA INC(EMA)05,725+5,72502620.12%+262
AXON ENTERPRISE INC(AXON)0314+31402600.12%+260
WHEATON PRECIOUS METALS CORP(WPM)7,60012,100+4,5008431,0860.49%+243
AXIS CAP HLDGS LTD
SHS
2,2004,400+2,2002214590.21%+238
SPDR S&P 500 ETF TR(SPY)1,7142,339+6251,2441,4490.65%+205
CELESTICA INC(CLS)4,0454,215+1704596570.29%+198
JBT MAREL CORPORATION(JBTM)19,00029,351+10,3513,3413,5301.58%+189
BROOKFIELD INFRAST PARTNERS
LP INT UNIT
017,826+17,82605970.27%+597
SPX TECHNOLOGIES INC10,31212,112+1,8001,9112,0310.91%+120
ATS CORPORATION(ATS)28,28031,600+3,3201,0141,0060.45%-9
FLORA GROWTH CORP18,6650-18,665160-16
SOLARIS RES INC(SLSR)87,10087,10004223980.18%-23
SEABRIDGE GOLD INC(SA)12,10012,10002031750.08%-27
BERKSHIRE HATHAWAY INC DEL9501,413+4637286860.31%-42
AMAZON COM INC(AMZN)02,239+2,23904910.22%+491
ISHARES TR6,6158,811+2,1969088440.38%-64
SUN LIFE FINANCIAL INC.(SLF)4,0614,06103342700.12%-65
CANADIAN IMPERIAL BK COMM(CM)6,5866,590+45404720.21%-68
SANGOMA TECHNOLOGIES CORP0472,554+472,55402,9231.31%+2,923
ALPHABET INC(GOOG)3,6724,192+5208267440.33%-82
JPMORGAN CHASE & CO.(JPM)1,6071,656+495674800.22%-87
CANADIAN PACIFIC KANSAS CITY(CP)5,2665,591+3255334440.20%-89
VISA INC(V)9671,111+1444883940.18%-93
APPLE INC(AAPL)01,833+1,83303760.17%+376
PAR TECHNOLOGY CORP6,0006,00005304160.19%-113
MANULIFE FINL CORP(MFC)10,47610,481+54703340.15%-135
CANADIAN NATL RY CO(CNI)4,3814,593+2126144780.21%-136
SUNCOR ENERGY INC NEW(SU)7,1336,989-1443972610.12%-136
ISHARES TR
MSCI USA MIN ETF
5,0005,600+6006745260.24%-148
NUTRIEN LTD(NTR)2,8500-2,8502060-206
GFL ENVIRONMENTAL INC(GFL)4,4200-4,4202150-215
RBB FD INC
F/M US TREASURY
3,0000-3,0002160-216
NETFLIX INC(NFLX)408208-2005012790.12%-223
STRIDE INC(LRN)1,5200-1,5202270-227
GE AEROSPACE(GE)1,0500-1,0502300-230
PEMBINA PIPELINE CORP(PBA)4,0000-4,0002300-230
CYBERARK SOFTWARE LTD5000-5002430-243
ENERFLEX LTD(EFXT)180,000220,000+40,0002,0021,7330.78%-268
ORLA MNG LTD NEW(ORLA)73,00071,000-2,0009817120.32%-269
TESLA INC(TSLA)7270-7272710-271
MICROSOFT CORP(MSFT)3,8313,606-2252,0701,7940.80%-276
BCE INC(BCE)8,2260-8,2262800-280
ISHARES INC5,6700-5,6703030-303
FLAHERTY & CRUMRINE PFD INCO75,69075,69001,0047000.31%-304
SOUTH BOW CORP(SOBO)8,2970-8,2973110-311
ISHARES TR8,0008,00001,3401,0290.46%-311
BANK NOVA SCOTIA HALIFAX24,99524,999+41,7051,3800.62%-326
ENBRIDGE INC(ENB)31,84036,544+4,7042,0221,6540.74%-369
FIRSTSERVICE CORP NEW9,48610,676+1,1902,2751,8620.84%-413
OKTA INC(OKTA)1,000,0001,000,00001,4159910.44%-424
GOODYEAR TIRE & RUBR CO(GT)157,282157,28202,0911,6310.73%-460
CANADIAN NAT RES LTD(CNQ)38,12839,122+9941,7111,2440.56%-467
LINDE PLC(LIN)000000
GOLDMAN SACHS GROUP INC(GS)1,007457-5507923230.15%-468
ICICI BANK LIMITED(IBN)15,0000-15,0005040-504
ZIFF DAVIS INC(ZD)39,13651,636+12,5002,1161,5630.70%-553
BANK MONTREAL QUE26,64726,888+2413,6622,9741.33%-688
TC ENERGY CORP(TRP)37,72837,962+2342,5961,8730.84%-723
TORONTO DOMINION BK ONT(TD)55,60255,227-3754,7954,0541.82%-741
HOME DEPOT INC(HD)2,155854-1,3011,1373130.14%-824
ROYAL BK CDA(RY)29,53829,695+1574,7883,9061.75%-882
FORTIS INC(FTS)63,84369,198+5,3554,1843,2971.48%-887
FIVE9 INC(FIVN)3,000,0003,000,00003,6792,6391.18%-1,039
ISHARES TR
0-5 YR TIPS ETF
23,34722,050-1,2973,4772,2691.02%-1,208
BANK AMERICA CORP26,8797,479-19,4001,6143540.16%-1,260
ZOETIS INC(ZTS)6,9501,750-5,2001,6472730.12%-1,374
OKTA INC(OKTA)1,000,0000-1,000,0001,3820-1,382
ADVANCED DRAIN SYS INC DEL(WMS)34,20434,20405,3483,9291.76%-1,419
MATCH GROUP INC NEW(MTCH)54,18630,186-24,0002,4339320.42%-1,500
XOMETRY INC(XMTR)4,100,0004,100,00005,7414,2181.89%-1,523
BROWN & BROWN INC(BRO)8,9320-8,9321,5990-1,599
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