Darcy Morris
@Ewing Morris & Co. Investment Partners Ltd.
Latest period2024 - Q3ReportedManaged Assets$206.805MTotal holdings31
Assets growth rate-99.86%Assets growth rate (2-Q avg)-64.21%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Ewing Morris & Co. Investment Partners Ltd.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 31 positions.
Assets under management
The assets under management (AUM) of Ewing Morris & Co. Investment Partners Ltd. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 206.805M in assets, with a quarterly growth rate of -99.86% and a 2-quarter average growth rate of -64.21%. The portfolio is managed by Darcy Morris, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
SRIStoneridge Inc
| 7.31% | $15.111M 1.207M shares@ $12.52 avg price | Decreased -0.59% |
SWIMLatham Group Inc
| 7.23% | $14.939M 1.624M shares@ $9.2 avg price | Decreased -9.43% |
GOGOGogo Inc
| 4.36% | $9.008M 927,665 shares@ $9.72 avg price | Decreased -1.81% |
GTGoodyear Tire & Rubr Co
| 0.87% | $1.795M 149,982 shares@ $11.97 avg price | Decreased -9.63% |