Ewing Morris & Co. Investment Partners Ltd. Top Holdings and 13F Report (2025) About Ewing Morris & Co. Investment Partners Ltd.Investment ActivityEwing Morris & Co. Investment Partners Ltd. has $316.82 million in total holdings as of March 31, 2025.Ewing Morris & Co. Investment Partners Ltd. owns shares of 98 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 16.79% of the portfolio was purchased this quarter.About 11.42% of the portfolio was sold this quarter.This quarter, Ewing Morris & Co. Investment Partners Ltd. has purchased 89 new stocks and bought additional shares in 25 stocks.Ewing Morris & Co. Investment Partners Ltd. sold shares of 23 stocks and completely divested from 17 stocks this quarter.Largest Holdings BANDWIDTH INC $19,080,228UNITY SOFTWARE INC $18,261,202RAPID7 INC $16,277,417BLACKLINE INC $16,063,226AFFIRM HLDGS INC $12,837,535 Largest New Holdings this Quarter 20451N101 - Compass Minerals International $5,675,031 Holding338307AF8 - FIVE9 INC $3,678,725 Holding57667L107 - Match Group $2,432,863 Holding008474108 - Agnico Eagle Mines $2,144,542 Holding29269R105 - Enerflex $2,001,600 Holding Largest Purchases this Quarter RAPID7 INC 7,977,000 shares (about $10.55M)Compass Minerals International 424,499 shares (about $5.68M)FIVE9 INC 3,000,000 shares (about $3.68M)RAPID7 INC 2,000,000 shares (about $2.51M)Match Group 54,186 shares (about $2.43M) Largest Sales this Quarter Amazon.com 13,131 shares (about $3.60M)Apple 11,037 shares (about $3.53M)Visa 3,490 shares (about $1.76M)Brookfield Infrastructure Partners 46,725 shares (about $1.73M)LINDE PLC 2,939 shares (about $1.34M) Sector Allocation Over TimeMap of 500 Largest Holdings ofEwing Morris & Co. Investment Partners Ltd. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBANDWIDTH INC$19,080,228$991,938 ▼-4.9%16,350,0006.0%NOTE 0.500% 4/0UNITY SOFTWARE INC$18,261,2020.0%13,700,0005.8%NOTE 11/1RAPID7 INC$16,277,417$10,554,784 ▲184.4%12,302,0005.1%NOTE 0.250% 3/1BLACKLINE INC$16,063,2260.0%11,612,0005.1%NOTE 3/1AFFIRM HLDGS INC$12,837,535$465,610 ▼-3.5%9,650,0004.1%NOTE 11/1TRIPADVISOR INC$11,829,9200.0%8,543,0003.7%NOTE 0.250% 4/0PELOTON INTERACTIVE INC$10,253,5190.0%7,520,0003.2%NOTE 2/1SWIMLatham Group$9,858,318$877,609 ▼-8.2%1,065,4083.1%ConstructionGOGOGogo$9,479,591$1,240,461 ▼-11.6%764,1993.0%Computer and TechnologyGSHDGoosehead Insurance$9,241,567$1,019,365 ▼-9.9%54,3962.9%FinanceUPWORK INC$8,760,5500.0%6,500,0002.8%NOTE 0.250% 8/1Q2 HLDGS INC$7,580,0270.0%5,375,0002.4%NOTE 0.125%11/1SNAP INC$7,327,1030.0%6,000,0002.3%NOTE 0.125% 3/0QQQInvesco QQQ$7,012,749$2,325,867 ▲49.6%10,3752.2%FinanceCABLE ONE INC$6,879,2860.0%6,000,0002.2%NOTE 1.125% 3/1SRIStoneridge$6,470,8720.0%1,224,2732.0%Computer and TechnologyRAPID7 INC$5,773,808$2,510,351 ▲76.9%4,600,0001.8%NOTE 1.250% 3/1XOMETRY INC$5,741,0320.0%4,100,0001.8%NOTE 1.000% 2/0CMPCompass Minerals International$5,675,031$5,675,031 ▲New Holding424,4991.8%Basic MaterialsIVViShares Core S&P 500 ETF$5,448,310$1,269,682 ▲30.4%6,7371.7%ETFDRVNDriven Brands$5,398,424$973,491 ▲22.0%218,8671.7%Retail/WholesaleWMSAdvanced Drainage Systems$5,347,891$547,235 ▲11.4%34,2041.7%ConstructionIQLTiShares MSCI Intl Quality Factor ETF$5,172,469$1,050,514 ▲25.5%92,6651.6%ETFTDToronto-Dominion Bank$4,794,560$32,854 ▲0.7%55,6021.5%FinanceRYRoyal Bank of Canada$4,788,110$382,880 ▼-7.4%29,5381.5%FinanceFTSFortis$4,184,009$136,970 ▲3.4%63,8431.3%UtilitiesFIVE9 INC$3,678,725$3,678,725 ▲New Holding3,000,0001.2%NOTE 1.000% 3/1BMOBank of Montreal$3,661,831$124,503 ▲3.5%26,6471.2%FinanceSTIPiShares 0-5 Year TIPS Bond ETF$3,476,817$1,930,291 ▲124.8%23,3471.1%ETFJBTJohn Bean Technologies$3,341,186$879,259 ▲35.7%19,0001.1%IndustrialsMSTRStrategy$3,066,231$264,138 ▼-7.9%7,4411.0%Computer and TechnologyISHARES BITCOIN TRUST ETF$3,047,126$54,751 ▲1.8%46,6941.0%SHS BEN INTSANGSangoma Technologies$2,997,289$136,382 ▼-4.4%458,1570.9%Computer and TechnologyTRPTC Energy$2,596,064$190,604 ▲7.9%37,7280.8%EnergyGLDSPDR Gold Shares$2,481,2160.0%6,5450.8%FinanceMTCHMatch Group$2,432,863$2,432,863 ▲New Holding54,1860.8%Retail/WholesaleSPGIS&P Global$2,285,259$146,257 ▼-6.0%3,1250.7%Business ServicesFSVFirstService$2,274,9300.0%9,4860.7%FinanceAEMAgnico Eagle Mines$2,144,542$2,144,542 ▲New Holding13,7550.7%Basic MaterialsZDZiff Davis$2,116,4550.0%39,1360.7%Computer and TechnologyGTGoodyear Tire & Rubber$2,091,351$97,067 ▲4.9%157,2820.7%Auto/Tires/TrucksMSFTMicrosoft$2,069,813$100,492 ▲5.1%3,8310.7%Computer and TechnologyENBEnbridge$2,022,430$340,586 ▲20.3%31,8400.6%EnergyEFXTEnerflex$2,001,600$2,001,600 ▲New Holding180,0000.6%EnergySPXCSPX Technologies$1,911,029$1,911,029 ▲New Holding10,3120.6%Business ServicesCNQCanadian Natural Resources$1,710,611$540,174 ▲46.2%38,1280.5%EnergyBNSBank of Nova Scotia$1,705,409$199,914 ▲13.3%24,9950.5%FinanceNFGNational Fuel Gas$1,664,404$1,664,404 ▲New Holding14,5090.5%EnergyASTLAlgoma Steel Group$1,650,600$393,000 ▲31.3%210,0000.5%Basic MaterialsZTSZoetis$1,646,9590.0%6,9500.5%MedicalBACBank of America$1,614,350$77,838 ▼-4.6%26,8790.5%FinanceBROBrown & Brown$1,599,209$1,599,209 ▲New Holding8,9320.5%FinanceOKTA INC$1,415,4510.0%1,000,0000.4%NOTE 0.125% 9/0OKTA INC$1,381,6230.0%1,000,0000.4%NOTE 0.375% 6/1ACWIiShares MSCI ACWI ETF$1,340,114$83,757 ▼-5.9%8,0000.4%ManufacturingSPYSPDR S&P 500 ETF Trust$1,243,7820.0%1,7140.4%FinanceHDHome Depot$1,136,699$316,482 ▼-21.8%2,1550.4%Retail/WholesaleATSATS$1,014,4040.0%28,2800.3%IndustrialsPFOFlaherty & Crumrine Preferred Income Opportunity Fund$1,004,3980.0%75,6900.3%FinanceORLAOrla Mining$981,1200.0%73,0000.3%Basic MaterialsIEFiShares 7-10 Year Treasury Bond ETF$907,983$907,983 ▲New Holding6,6150.3%ETFWPMWheaton Precious Metals$843,382$165,236 ▲24.4%7,6000.3%Basic MaterialsGOOGAlphabet$825,6640.0%3,6720.3%Computer and TechnologyGSThe Goldman Sachs Group$791,752$791,752 ▲New Holding1,0070.2%FinanceBRK.BBerkshire Hathaway$728,190$728,190 ▲New Holding9500.2%FinanceUSMViShares MSCI USA Min Vol Factor ETF$674,0010.0%5,0000.2%ETFCNICanadian National Railway$613,909$289,228 ▲89.1%4,3810.2%TransportationJPMJPMorgan Chase & Co.$567,348$70,610 ▼-11.1%1,6070.2%FinanceCMCanadian Imperial Bank of Commerce$539,921$171,584 ▲46.6%6,5860.2%FinanceAMZNAmazon.com$535,615$3,595,685 ▼-87.0%1,9560.2%Retail/WholesaleCPCanadian Pacific Kansas City$532,814$532,814 ▲New Holding5,2660.2%TransportationPARPAR Technology$529,702$662,128 ▼-55.6%6,0000.2%Business ServicesIBNICICI Bank$503,700$503,700 ▲New Holding15,0000.2%FinanceNFLXNetflix$501,166$501,166 ▲New Holding4080.2%Consumer DiscretionaryVVisa$487,754$1,760,353 ▼-78.3%9670.2%Business ServicesAAPLApple$473,157$3,528,536 ▼-88.2%1,4800.1%Computer and TechnologyMFCManulife Financial$469,744$469,744 ▲New Holding10,4760.1%FinanceLINDE PLC$467,654$1,344,848 ▼-74.2%1,0220.1%SHSCELESTICA INC$459,1880.0%4,0450.1%COMBIPBrookfield Infrastructure Partners$433,184$1,733,515 ▼-80.0%11,6760.1%FinanceSLSSFSolaris Resources$421,564$111,320 ▲35.9%87,1000.1%Basic MaterialsSUSuncor Energy$397,451$397,451 ▲New Holding7,1330.1%EnergySLFSun Life Financial$334,464$334,464 ▲New Holding4,0610.1%FinanceSOUTH BOW CORP$310,721$53,141 ▲20.6%8,2970.1%COMEWGiShares MSCI Germany ETF$302,593$302,593 ▲New Holding5,6700.1%ETFBCEBCE$279,804$106,296 ▼-27.5%8,2260.1%UtilitiesTSLATesla$271,168$456,174 ▼-62.7%7270.1%Auto/Tires/TrucksSHYiShares 1-3 Year Treasury Bond ETF$270,763$35,721 ▼-11.7%2,2740.1%ManufacturingCYBRCyberArk Software$243,233$194,586 ▼-44.4%5000.1%Computer and TechnologyPBAPembina Pipeline$230,240$230,240 ▲New Holding4,0000.1%EnergyGEGE Aerospace$229,898$229,898 ▲New Holding1,0500.1%IndustrialsLRNStride$226,936$226,936 ▲New Holding1,5200.1%Consumer DiscretionaryAXSAXIS Capital$221,188$221,188 ▲New Holding2,2000.1%FinanceTBILUS Treasury 3 Month Bill ETF$215,931$215,931 ▲New Holding3,0000.1%ETFGFLGFL Environmental$214,761$214,761 ▲New Holding4,4200.1%Business ServicesNTRNutrien$205,780$205,780 ▲New Holding2,8500.1%Basic MaterialsSASeabridge Gold$202,6750.0%12,1000.1%Basic MaterialsFLGCFlora Growth$16,252$16,252 ▲New Holding18,6650.0%MedicalBRIDGEBIO PHARMA INC$0$2,493,437 ▼-100.0%00.0%NOTE 2.250% 2/0COSTCostco Wholesale$0$2,259,522 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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