Ewing Morris & Co. Investment Partners Ltd.
Annual return '25
+14.2%
SPY '25
+17.7%
Alpha
-3.5ptsvs SPY
Invested
$222.1M
Holdings
87
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 92%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$CMP
COMPASS MINERALS INTL INC
Q3 2025: Increased +30.4% (1.28M → 1.67M shares)
18.2%
02
$IVV
ISHARES TR
Q3 2025: Increased +24.4% (9.8k → 12.2k shares)
5.0%
03
$BAND 0.5 04/01/2
BANDWIDTH INC
Q3 2025: Sold 30.1% (16.60M → 11.60M shares)
4.9%
04
$IQLT
ISHARES TR
Q3 2025: Increased +8.6% (128.9k → 139.9k shares)
4.2%
05
$GQ9
SPDR GOLD TR
Q3 2025: Increased +46.8% (11.0k → 16.1k shares)
3.2%
06
$FIVN 1 03/15/29
FIVE9 INC
Q3 2025: Increased +133.3% (3.00M → 7.00M shares)
2.7%
07
$EVH 3.5 12/01/29
EVOLENT HEALTH INC
Q2 2025: New position (10.00M shares)
2.6%
08
$RY
ROYAL BK CDA
Q3 2025: Increased +0.9% (29.7k → 30.0k shares)
2.6%
09
$SRI
STONERIDGE INC
Q3 2025: Increased +9.1% (1.22M → 1.34M shares)
2.5%
10
$EFXT
ENERFLEX LTD
Q3 2025: Increased +36.4% (220.0k → 300.0k shares)
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:32 UTC.