Ewing Morris & Co. Investment Partners as of Sept. 30, 2022
Portfolio Holdings for Ewing Morris & Co. Investment Partners
Ewing Morris & Co. Investment Partners holds 17 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Stoneridge (SRI) | 26.5 | $20M | 1.2M | 16.95 | |
| J Global (ZD) | 19.7 | $15M | 220k | 68.48 | |
| Gogo (GOGO) | 10.6 | $8.1M | 670k | 12.12 | |
| Focus Finl Partners Com Cl A | 9.9 | $7.5M | 240k | 31.51 | |
| Spdr Gold Tr Gold Shs (GLD) | 6.1 | $4.6M | 30k | 154.67 | |
| Consensus Cloud Solutions In (CCSI) | 5.8 | $4.4M | 93k | 47.30 | |
| Tricon Residential Com Npv (TCN) | 5.3 | $4.0M | 462k | 8.77 | |
| Latham Group (SWIM) | 3.6 | $2.8M | 770k | 3.59 | |
| Kla Corp Com New (KLAC) | 3.1 | $2.4M | 7.8k | 302.69 | |
| Sotera Health (SHC) | 2.9 | $2.2M | 320k | 6.82 | |
| Lam Research Corporation (LRCX) | 2.6 | $2.0M | 5.3k | 367.67 | |
| Brookfield Asset Mgmt Cl A Ltd Vt Sh | 1.8 | $1.4M | 34k | 40.91 | |
| Kadant (KAI) | 1.0 | $775k | 4.6k | 166.85 | |
| Armstrong World Industries (AWI) | 0.5 | $362k | 4.6k | 79.14 | |
| Rand Cap Corp Com New (RAND) | 0.4 | $273k | 19k | 14.63 | |
| Shutterstock (SSTK) | 0.3 | $251k | 5.0k | 50.20 | |
| Altice Usa Cl A (ATUS) | 0.1 | $41k | 7.0k | 5.86 |
