EM
| |
Ewing Morris & Co. Investment Partners Ltd.13F | |
| Ewing Morris & Co. Investment Partners Ltd. | |
| Last update 2025-05-15 | 82 Stocks (25 new) |
| Value $164.00 Mil | Turnover 22 % |
Ewing Morris & Co. Investment ... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWIM | Latham Group Inc | 1,065,408 | 9,858.3 | -8.17% | 6.020 | -0.63% | 0.920 | +18.25% | +1.01% | 818.1 | Construction | |
GOGO | Gogo Inc | 764,199 | 9,479.6 | -11.57% | 5.790 | -0.77% | 0.580 | +86.94% | +91.10% | 2,044.8 | Telecommunication Services | |
GSHD | Goosehead Insurance Inc | 54,396 | 9,241.6 | -9.93% | 5.650 | -0.62% | 0.220 | -13.55% | +2.97% | 2,618.4 | Insurance | |
QQQ | INVESCO QQQ Trust | 10,375 | 7,012.8 | +49.63% | 4.280 | +1.42% | 0.000 | +23.56% | +9.08% | 357,232.3 | ||
SRI | Stoneridge Inc | 1,224,273 | 6,470.9 | 0% | 3.950 | 0% | 4.400 | +89.31% | +27.11% | 221.9 | Vehicles & Parts | |
CMP | Compass Minerals International Inc | 424,499 | 5,675.0 | New Holding | 3.470 | +3.47% | 1.020 | +141.85% | +97.78% | 926.1 | Metals & Mining | |
IVV | iShares Core S&P 500 ETF | 6,737 | 5,448.3 | +30.39% | 3.330 | +0.78% | 0.000 | +16.68% | +7.37% | 623,772.3 | ||
DRVN | Driven Brands Holdings Inc | 218,867 | 5,398.4 | +22.00% | 3.300 | +0.60% | 0.130 | +9.85% | +11.96% | 2,968.5 | Vehicles & Parts | |
WMS | Advanced Drainage Systems Inc | 34,204 | 5,347.9 | +11.40% | 3.270 | +0.33% | 0.040 | +15.34% | +3.08% | 9,223.7 | Construction | |
IQLT |
iShares MSCI Intl Quality Factor ETF
iShares MSCI Intl Quality Factor ETF
| 92,665 | 5,172.5 | +25.49% | 3.160 | +0.64% | 0.030 | +11.30% | +17.99% | 11,986.6 |
Ewing Morris & Co. Investment Partners Ltd.'s Historical Top Holdings Breakdowns
Ewing Morris & Co. Investment Partners Ltd.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
CMP | Compass Minerals International Inc | 2025-03-31 | New Buy New Buy | +3.47% | 9.29 ($11.42) 14.21 | $22.25 | 94.83% | New holding | 424,499 | 424,499 | |
AMZN | Amazon.com Inc | 2025-03-31 | Reduce Reduce | -1.91% | 190.26 ($217) 242.06 | $223.41 | 2.95% | Reduce -87.04% | 1,956 | -13,131 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -1.84% | 209.68 ($231.67) 247.1 | $213.55 | -7.82% | Reduce -88.18% | 1,480 | -11,037 | |
COST | Costco Wholesale Corp | 2025-03-31 | Sold Out Sold Out | -1.50% | 890.62 ($974.97) 1076.86 | $987.02 | 1.24% | Sold Out | 0 | -2,466 | |
MTCH | Match Group Inc | 2025-03-31 | New Buy New Buy | +1.49% | 30.08 ($32.68) 36.47 | $32.54 | -0.43% | New holding | 54,186 | 54,186 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Add Add | +1.42% | 468.34 ($508.07) 539.52 | $556.22 | 9.48% | Add 49.63% | 10,375 | 3,441 | |
CTAS | Cintas Corp | 2025-03-31 | Sold Out Sold Out | -1.38% | 182.09 ($199.2) 208.14 | $219.36 | 10.12% | Sold Out | 0 | -11,324 | |
AEM | Agnico Eagle Mines Ltd | 2025-03-31 | New Buy New Buy | +1.31% | 79.66 ($95.62) 108.41 | $120.06 | 25.56% | New holding | 13,755 | 13,755 | |
EFXT | Enerflex Ltd | 2025-03-31 | New Buy New Buy | +1.22% | 6.91 ($8.84) 10.47 | $8.11 | -8.26% | New holding | 180,000 | 180,000 | |
STIP | iShares 0-5 Year TIPS Bond ETF | 2025-03-31 | Add Add | +1.18% | 100.59 ($101.89) 103.47 | $102.40 | 0.50% | Add 124.81% | 23,347 | 12,962 |
Ewing Morris & Co. Investment Partners Ltd. Total Holding History ($B)
Ewing Morris & Co. Investment Partners Ltd.'s Asset Allocation
Ewing Morris & Co. Investment Partners Ltd. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Ewing Morris & Co. Investment Partners Ltd.'s Hypothetical Growth since 2025-03-31
Ewing Morris & Co. Investment Partners Ltd.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Ewing Morris & Co. Investment Partners Ltd.'s Holdings Heat Map
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Ewing Morris & Co. Investment Partners Ltd.'s Holdings Bubble Chart
Ewing Morris & Co. Investment Partners Ltd. News
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