Ewing Morris & Co. Investment Partners
Ewing Morris & Co. Investment Partners reported 89 stocks worth $191M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are CMP (7.7%), IVV (7.2%) and IQLT (5.2%). Compared with Q1 2026, the fund opened new positions in IEFA, IJR and IEMG, added to IVV, IQLT and FTS, trimmed CMP, SRI and TD and sold out of BAND, RPD and CABO.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  CMP Compass Minerals Intl Inc | $14.8M | 7.7% | 571K | −1.4M (−72%) | 6 of 8 | |
| 2 |  IVV Ishares TR | $13.8M | 7.2% | 18K | +1,244 (+7%) | 7 of 8 | |
| 3 |  IQLT Ishares Msci Intl Quality Factor ETF | $10M | 5.2% | 203K | +896 (+0%) | 7 of 8 | |
| 4 |  SRI Stoneridge Inc | $8.2M | 4.3% | 1.4M | −12K (−1%) | 8 of 8 | |
| 5 |  EVH Evolent Health Inc | $8M | 4.2% | 10.5M | No change | 5 of 8 | |
| 6 |  TD Toronto Dominion BK Ont | $6.4M | 3.3% | 52K | −980 (−2%) | 7 of 8 | |
| 7 |  FIVN FIVE9 Inc | $6.2M | 3.3% | 7M | No change | 6 of 8 | |
| 8 |  RY Royal BK Cda | $6.2M | 3.2% | 30K | −5,228 (−15%) | 7 of 8 | |
| 9 |  EFXT Enerflex Ltd | $5.4M | 2.8% | 220K | −30K (−12%) | 6 of 8 | |
| 10 |  IEFA Ishares TR | $5M | 2.6% | 52K | New position | 1 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 BAND Bandwidth Inc | $10.9M | 12.2M |
 RPD RAPID7 Inc | $3.8M | 4.3M |
 CABO Cable One Inc | $3.8M | 5M |
 EFA Ishares TR | $3.7M | 38K |
 ZD Ziff Davis Inc | $3.3M | 79K |
🔒 Free account: see all 13.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Ewing Morris & Co. Investment Partners 13F FAQ
What does Ewing Morris & Co. Investment Partners own?
Ewing Morris & Co. Investment Partners reported 89 stocks worth $191M in its 13F filing for Q2 2026, filed Aug 14, 2026. The table above lists every position in the filing (the top 10 without an account).
What did Ewing Morris & Co. Investment Partners buy and sell in Q2 2026?
Compared with Q1 2026: 16 new positions, 23 added to, 29 trimmed and 13 sold out. New positions include IEFA, IJR and IEMG. It sold all of BAND, RPD and CABO.
When will Ewing Morris & Co. Investment Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Ewing Morris & Co. Investment Partners's portfolio worth?
The Q2 2026 filing reports $191M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.