Ewing Morris & Co. Investment Partners as of Dec. 31, 2022
Portfolio Holdings for Ewing Morris & Co. Investment Partners
Ewing Morris & Co. Investment Partners holds 12 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Stoneridge (SRI) | 32.2 | $27M | 1.2M | 21.56 | |
| J Global (ZD) | 14.1 | $12M | 147k | 79.10 | |
| Gogo (GOGO) | 11.9 | $9.9M | 669k | 14.76 | |
| Focus Finl Partners Com Cl A | 10.8 | $8.9M | 240k | 37.27 | |
| Tricon Residential Com Npv | 7.1 | $5.9M | 755k | 7.77 | |
| Latham Group (SWIM) | 6.2 | $5.1M | 1.6M | 3.22 | |
| Spdr Gold Tr Gold Shs (GLD) | 6.1 | $5.1M | 30k | 169.64 | |
| Consensus Cloud Solutions In (CCSI) | 6.0 | $5.0M | 93k | 53.76 | |
| Advanced Drain Sys Inc Del (WMS) | 4.0 | $3.3M | 40k | 81.97 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 1.3 | $1.1M | 34k | 31.45 | |
| Armstrong World Industries (AWI) | 0.4 | $314k | 4.6k | 68.59 | |
| Altice Usa Cl A (ATUS) | 0.1 | $46k | 7.0k | 6.61 |
