Ewing Morris & Co. Investment Partners Ltd. historic quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Ewing Morris & Co. Investment Partners Ltd. opened 128 positions, added to 158, reduced 119 and sold out of 78.
- Q2 2026: Stock ZD; Country of operation United States; Class COM; Shares before 78,643.
- Q2 2026: Stock MSFT; Country of operation United States; Class COM; Shares before 2,165.
- Q2 2026: Stock VAL; Country of operation Bermuda; Class CL A; Shares before 6,105.
- Q2 2026: Stock DCBO; Country of operation —; Class COM; Shares before 25,477.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1846838), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-11); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-15); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | ZD
ZIFF DAVIS INC | United States | COM | 78,643 | 0 | -78,643 | $3,299,860 | $0 | -$3,299,860 | 2026-08-14 |
|---|
| Q2 2026 | MSFT
MICROSOFT CORP | United States | COM | 2,165 | 0 | -2,165 | $799,215 | $0 | -$799,215 | 2026-08-14 |
|---|
| Q2 2026 | VAL
VALARIS LTD | Bermuda | CL A | 6,105 | 0 | -6,105 | $598,534 | $0 | -$598,534 | 2026-08-14 |
|---|
| Q2 2026 | DCBO
DOCEBO INC | | COM | 25,477 | 0 | -25,477 | $445,078 | $0 | -$445,078 | 2026-08-14 |
|---|
| Q2 2026 | NFLX
NETFLIX INC. | United States | COM | 2,116 | 0 | -2,116 | $203,453 | $0 | -$203,453 | 2026-08-14 |
|---|
| Q1 2026 | LION
LIONSGATE STUDIOS CORP | | COM | 250,000 | 0 | -250,000 | $2,310,480 | $0 | -$2,310,480 | 2026-05-11 |
|---|
| Q1 2026 | WMS
ADVANCED DRAIN SYS INC DEL | United States | COM | 14,873 | 0 | -14,873 | $2,180,462 | $0 | -$2,180,462 | 2026-05-11 |
|---|
| Q1 2026 | TPR
TAPESTRY INC | United States | COM | 9,710 | 0 | -9,710 | $1,255,855 | $0 | -$1,255,855 | 2026-05-11 |
|---|
| Q1 2026 | LRCX
LAM RESEARCH CORP | United States | COM NEW | 6,834 | 0 | -6,834 | $1,184,185 | $0 | -$1,184,185 | 2026-05-11 |
|---|
| Q1 2026 | MSTR
STRATEGY INC | United States | CL A NEW | 7,469 | 0 | -7,469 | $1,148,827 | $0 | -$1,148,827 | 2026-05-11 |
|---|
| Q1 2026 | TRIXXXX
THOMSON REUTERS CORP | | COM | 4,055 | 0 | -4,055 | $542,393 | $0 | -$542,393 | 2026-05-11 |
|---|
| Q1 2026 | ATI
ATI INC | United States | COM | 3,800 | 0 | -3,800 | $441,434 | $0 | -$441,434 | 2026-05-11 |
|---|
| Q1 2026 | V
VISA INC | United States | COM CL A | 1,111 | 0 | -1,111 | $394,415 | $0 | -$394,415 | 2026-05-11 |
|---|
| Q1 2026 | EXPE
EXPEDIA GROUP INC | United States | COM NEW | 7,000 | 0 | -7,000 | $368,462 | $0 | -$368,462 | 2026-05-11 |
|---|
| Q1 2026 | ALM
ALMONTY INDS INC | | COM NEW | 16,991 | 0 | -16,991 | $151,447 | $0 | -$151,447 | 2026-05-11 |
|---|
| Q1 2026 | VSTS
VESTIS CORPORATION | United States | COM SHS | 20,000 | 0 | -20,000 | $135,035 | $0 | -$135,035 | 2026-05-11 |
|---|
| Q4 2025 | HOOD
ROBINHOOD MKTS INC | United States | COM CL A | 15,409 | 0 | -15,409 | $2,206,261 | $0 | -$2,206,261 | 2026-02-17 |
|---|
| Q4 2025 | GE
GE AEROSPACE | United States | COM NEW | 3,982 | 0 | -3,982 | $1,199,299 | $0 | -$1,199,299 | 2026-02-17 |
|---|
| Q4 2025 | ACB
AURORA CANNABIS INC | | COM | 175,000 | 0 | -175,000 | $1,045,170 | $0 | -$1,045,170 | 2026-02-17 |
|---|
| Q4 2025 | TLN
TALEN ENERGY CORP | United States | COM | 875 | 0 | -875 | $372,208 | $0 | -$372,208 | 2026-02-17 |
|---|
| Q4 2025 | NFLX
NETFLIX INC | United States | COM | 208 | 0 | -208 | $249,375 | $0 | -$249,375 | 2026-02-17 |
|---|
| Q4 2025 | BNY
BANK NEW YORK MELLON CORP | United States | COM | 2,200 | 0 | -2,200 | $239,712 | $0 | -$239,712 | 2026-02-17 |
|---|
| Q4 2025 | APH
AMPHENOL CORP NEW | United States | CL A | 1,900 | 0 | -1,900 | $235,439 | $0 | -$235,439 | 2026-02-17 |
|---|
| Q4 2025 | EME
EMCOR GROUP INC | United States | COM | 350 | 0 | -350 | $227,339 | $0 | -$227,339 | 2026-02-17 |
|---|
| Q4 2025 | BCE
BCE INC | | COM NEW | 9,162 | 0 | -9,162 | $217,004 | $0 | -$217,004 | 2026-02-17 |
|---|
| Q3 2025 | GT
GOODYEAR TIRE & RUBR CO | United States | COM | 157,282 | 0 | -157,282 | $1,631,014 | $0 | -$1,631,014 | 2025-11-14 |
|---|
| Q3 2025 | HWM
HOWMET AEROSPACE INC | United States | COM | 7,054 | 0 | -7,054 | $1,312,961 | $0 | -$1,312,961 | 2025-11-14 |
|---|
| Q3 2025 | INTU
INTUIT | United States | COM | 1,623 | 0 | -1,623 | $1,278,323 | $0 | -$1,278,323 | 2025-11-14 |
|---|
| Q3 2025 | NET
CLOUDFLARE INC | United States | CL A COM | 6,346 | 0 | -6,346 | $1,242,737 | $0 | -$1,242,737 | 2025-11-14 |
|---|
| Q3 2025 | NVDA
NVIDIA CORPORATION | United States | COM | 7,452 | 0 | -7,452 | $1,177,343 | $0 | -$1,177,343 | 2025-11-14 |
|---|
| Q3 2025 | AVGO
BROADCOM INC | United States | COM | 4,173 | 0 | -4,173 | $1,150,287 | $0 | -$1,150,287 | 2025-11-14 |
|---|
| Q3 2025 | JCI
JOHNSON CTLS INTL PLC | | SHS | 10,063 | 0 | -10,063 | $1,066,577 | $0 | -$1,066,577 | 2025-11-14 |
|---|
| Q3 2025 | RPRX
ROYALTY PHARMA PLC | United States | SHS CLASS A | 28,522 | 0 | -28,522 | $1,027,648 | $0 | -$1,027,648 | 2025-11-14 |
|---|
| Q3 2025 | DRS
LEONARDO DRS INC | | COM | 21,808 | 0 | -21,808 | $1,013,636 | $0 | -$1,013,636 | 2025-11-14 |
|---|
| Q3 2025 | ATS
ATS CORPORATION | | COM | 31,600 | 0 | -31,600 | $1,005,781 | $0 | -$1,005,781 | 2025-11-14 |
|---|
| Q3 2025 | BWXT
BWX TECHNOLOGIES INC | United States | COM | 6,900 | 0 | -6,900 | $994,014 | $0 | -$994,014 | 2025-11-14 |
|---|
| Q3 2025 | ZS
ZSCALER INC | United States | COM | 2,190 | 0 | -2,190 | $687,529 | $0 | -$687,529 | 2025-11-14 |
|---|
| Q3 2025 | ALNY
ALNYLAM PHARMACEUTICALS INC | United States | COM | 1,440 | 0 | -1,440 | $469,570 | $0 | -$469,570 | 2025-11-14 |
|---|
| Q3 2025 | AXS
AXIS CAP HLDGS LTD | | SHS | 4,400 | 0 | -4,400 | $458,744 | $0 | -$458,744 | 2025-11-14 |
|---|
| Q3 2025 | LMB
LIMBACH HLDGS INC | United States | COM | 3,200 | 0 | -3,200 | $448,320 | $0 | -$448,320 | 2025-11-14 |
|---|
| Q3 2025 | PAR
PAR TECHNOLOGY CORP | United States | COM | 6,000 | 0 | -6,000 | $416,220 | $0 | -$416,220 | 2025-11-14 |
|---|
| Q3 2025 | BAC
BANK AMERICA CORP | United States | COM | 7,479 | 0 | -7,479 | $353,906 | $0 | -$353,906 | 2025-11-14 |
|---|
| Q3 2025 | GS
GOLDMAN SACHS GROUP INC | United States | COM | 457 | 0 | -457 | $323,442 | $0 | -$323,442 | 2025-11-14 |
|---|
| Q3 2025 | HD
HOME DEPOT INC | United States | COM | 854 | 0 | -854 | $313,111 | $0 | -$313,111 | 2025-11-14 |
|---|
| Q3 2025 | ZTS
ZOETIS INC | United States | CL A | 1,750 | 0 | -1,750 | $272,913 | $0 | -$272,913 | 2025-11-14 |
|---|
| Q3 2025 | SPGI
S&P GLOBAL INC | United States | COM | 515 | 0 | -515 | $271,554 | $0 | -$271,554 | 2025-11-14 |
|---|
| Q3 2025 | AXON
AXON ENTERPRISE INC | United States | COM | 314 | 0 | -314 | $259,973 | $0 | -$259,973 | 2025-11-14 |
|---|
| Q2 2025 | AEM
AGNICO EAGLE MINES LTD | | COM | 13,755 | 0 | -13,755 | $2,144,542 | $0 | -$2,144,542 | 2025-08-15 |
|---|
| Q2 2025 | NFG
NATIONAL FUEL GAS CO | United States | COM | 14,509 | 0 | -14,509 | $1,664,404 | $0 | -$1,664,404 | 2025-08-15 |
|---|
| Q2 2025 | BRO
BROWN & BROWN INC | United States | COM | 8,932 | 0 | -8,932 | $1,599,209 | $0 | -$1,599,209 | 2025-08-15 |
|---|
| Q2 2025 | LIN
LINDE PLC | United Kingdom | SHS | 1,022 | 0 | -1,022 | $467,654 | $0 | -$467,654 | 2025-08-15 |
|---|
| Q2 2025 | SOBO
SOUTH BOW CORP | | COM | 8,297 | 0 | -8,297 | $310,721 | $0 | -$310,721 | 2025-08-15 |
|---|
| Q2 2025 | BCE
BCE INC | | COM NEW | 8,226 | 0 | -8,226 | $279,804 | $0 | -$279,804 | 2025-08-15 |
|---|
| Q2 2025 | TSLA
TESLA INC | United States | COM | 727 | 0 | -727 | $271,168 | $0 | -$271,168 | 2025-08-15 |
|---|
| Q2 2025 | CYBR
CYBERARK SOFTWARE LTD | | SHS | 500 | 0 | -500 | $243,233 | $0 | -$243,233 | 2025-08-15 |
|---|
| Q2 2025 | PBA
PEMBINA PIPELINE CORP | | COM | 4,000 | 0 | -4,000 | $230,240 | $0 | -$230,240 | 2025-08-15 |
|---|
| Q2 2025 | GE
GE AEROSPACE | United States | COM NEW | 1,050 | 0 | -1,050 | $229,898 | $0 | -$229,898 | 2025-08-15 |
|---|
| Q2 2025 | LRN
STRIDE INC | United States | COM | 1,520 | 0 | -1,520 | $226,936 | $0 | -$226,936 | 2025-08-15 |
|---|
| Q2 2025 | GFL
GFL ENVIRONMENTAL INC | | SUB VTG SHS | 4,420 | 0 | -4,420 | $214,761 | $0 | -$214,761 | 2025-08-15 |
|---|
| Q2 2025 | NTR
NUTRIEN LTD | | COM | 2,850 | 0 | -2,850 | $205,780 | $0 | -$205,780 | 2025-08-15 |
|---|
| Q1 2025 | COST
COSTCO WHSL CORP NEW | United States | COM | 2,466 | 0 | -2,466 | $2,259,522 | $0 | -$2,259,522 | 2025-05-15 |
|---|
| Q1 2025 | CTAS
CINTAS CORP | United States | COM | 11,324 | 0 | -11,324 | $2,068,895 | $0 | -$2,068,895 | 2025-05-15 |
|---|
| Q1 2025 | GIB
CGI INC | | CL A SUB VTG | 9,032 | 0 | -9,032 | $1,420,553 | $0 | -$1,420,553 | 2025-05-15 |
|---|
| Q1 2025 | FNGS
BANK MONTREAL MEDIUM | | NT LKD 38 | 21,376 | 0 | -21,376 | $1,226,127 | $0 | -$1,226,127 | 2025-05-15 |
|---|
| Q1 2025 | WMT
WALMART INC | United States | COM | 11,861 | 0 | -11,861 | $1,071,641 | $0 | -$1,071,641 | 2025-05-15 |
|---|
| Q1 2025 | UAL
UNITED AIRLS HLDGS INC | United States | COM | 9,875 | 0 | -9,875 | $958,863 | $0 | -$958,863 | 2025-05-15 |
|---|
| Q1 2025 | ROP
ROPER TECHNOLOGIES INC | United States | COM | 1,815 | 0 | -1,815 | $943,528 | $0 | -$943,528 | 2025-05-15 |
|---|
| Q1 2025 | OTIS
OTIS WORLDWIDE CORP | United States | COM | 8,145 | 0 | -8,145 | $754,308 | $0 | -$754,308 | 2025-05-15 |
|---|
| Q1 2025 | ADBE
ADOBE INC | United States | COM | 1,500 | 0 | -1,500 | $667,020 | $0 | -$667,020 | 2025-05-15 |
|---|
| Q1 2025 | DHR
DANAHER CORPORATION | United States | COM | 2,706 | 0 | -2,706 | $621,162 | $0 | -$621,162 | 2025-05-15 |
|---|
| Q1 2025 | DECK
DECKERS OUTDOOR CORP | United States | COM | 2,350 | 0 | -2,350 | $477,262 | $0 | -$477,262 | 2025-05-15 |
|---|
| Q1 2025 | RAND
RAND CAP CORP | United States | COM NEW | 14,003 | 0 | -14,003 | $472,016 | $0 | -$472,016 | 2025-05-15 |
|---|
| Q1 2025 | ISRG
INTUITIVE SURGICAL INC | United States | COM NEW | 870 | 0 | -870 | $454,105 | $0 | -$454,105 | 2025-05-15 |
|---|
| Q1 2025 | CCSI
CONSENSUS CLOUD SOLUTIONS IN | United States | COM | 6,062 | 0 | -6,062 | $207,912 | $0 | -$207,912 | 2025-05-15 |
|---|
| Q4 2024 | PLAY
DAVE & BUSTERS ENTMT INC | United States | COM | 44,493 | 0 | -44,493 | $2,048,944 | $0 | -$2,048,944 | 2025-02-14 |
|---|
| Q4 2024 | SHC
SOTERA HEALTH CO | United States | COM | 3,122 | 0 | -3,122 | $70,513 | $0 | -$70,513 | 2025-02-14 |
|---|
| Q3 2024 | VSTS
VESTIS CORPORATION | United States | COM SHS | 36,979 | 0 | -36,979 | $453,547 | $0 | -$453,547 | 2024-11-14 |
|---|
| Q1 2024 | TAC
TRANSALTA CORP | | COM | 183,216 | 0 | -183,216 | $1,531,351 | $0 | -$1,531,351 | 2024-05-15 |
|---|