Manitou Investment Management Ltd. — 13F Holdings & Portfolio
CIK 1657428 · latest 13F-HR filed 2026-04-20
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$505.6M
Long-equity book
Holdings
52
Distinct positions
Period
2026-03-31
Filed 2026-04-20
Q/Q Activity
+1 / −5 / ↑15 / ↓26
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- AMAZON.COM, INC.$7.8M +15.6%
- ROPER TECHNOLOGIES, INC.$7.6M +21.2%
- META PLATFORMS INC.$4.2M +23.2%
- APA CORPORATION$56.3K +73.5%
- COSTCO WHOLESALE CORPORATION$28.8K +15.5%
Top Trims
- JP MORGAN CHASE & CO-$23.0M -63.7%
- ALPHABET INC.-$20.4M -23.1%
- AMPHENOL CORPORATION-$9.0M -22.5%
- IDEXX LABORATORIES INC-$7.6M -16.2%
- APPLE INC.-$7.4M -37.4%
Exited Positions
- ELECTRONIC ARTS INC.$3.9K
- ENOVIX CORPORATION$1.0K
- RESIDEO TECHNOLOGIES, INC.$948
- GARRETT MOTION INC.$279
- WABTEC CORPORATION$213
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC | BRK.B | 084670702 | $80.5M | 15.93% | 168,083 | SH |
| 2 | ALPHABET INC. | GOOGL | 02079K305 | $68.0M | 13.44% | 236,358 | SH |
| 3 | AMAZON.COM, INC. | AMZN | 023135106 | $58.0M | 11.47% | 278,535 | SH |
| 4 | MICROSOFT CORP | MSFT | 594918104 | $46.3M | 9.15% | 124,986 | SH |
| 5 | ROPER TECHNOLOGIES, INC. | ROP | 776696106 | $43.2M | 8.55% | 122,183 | SH |
| 6 | IDEXX LABORATORIES INC | IDXX | 45168D104 | $39.1M | 7.73% | 69,598 | SH |
| 7 | MASTERCARD INCORPORATED | MA | 57636Q104 | $34.6M | 6.84% | 69,227 | SH |
| 8 | AMPHENOL CORPORATION | APH | 032095101 | $31.2M | 6.16% | 246,560 | SH |
| 9 | STRYKER CORP. | SYK | 863667101 | $27.4M | 5.42% | 83,464 | SH |
| 10 | META PLATFORMS INC. | META | 30303M102 | $22.3M | 4.41% | 38,989 | SH |
| 11 | EDWARDS LIFESCIENCES CORPORATI | EW | 28176E108 | $14.8M | 2.92% | 184,195 | SH |
| 12 | JP MORGAN CHASE & CO | JPM | 46625H100 | $13.1M | 2.60% | 44,674 | SH |
| 13 | APPLE INC. | AAPL | 037833100 | $12.4M | 2.45% | 48,812 | SH |
| 14 | BROOKFIELD CORPORATION | BN | 11271J107 | $3.4M | 0.68% | 84,600 | SH |
| 15 | BERKSHIRE HATHAWAY INC. | BRK.A | 084670108 | $2.9M | 0.57% | 4 | SH |
| 16 | MARKEL CORP. | MKL | 570535104 | $2.2M | 0.43% | 1,140 | SH |
| 17 | CRH PLC | CRH | G25508105 | $1.6M | 0.32% | 15,257 | SH |
| 18 | VISA INC COM CL A | V | 92826C839 | $1.2M | 0.24% | 3,986 | SH |
| 19 | DANAHER CORPORATION | DHR | 235851102 | $1.1M | 0.21% | 5,704 | SH |
| 20 | CME GROUP INC. | CME | 12572Q105 | $667.2K | 0.13% | 2,259 | SH |
| 21 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $214.2K | 0.04% | 215 | SH |
| 22 | ALPHABET INC. CLASS C | GOOG | 02079K107 | $166.4K | 0.03% | 580 | SH |
| 23 | APA CORPORATION | APA | 03743Q108 | $132.8K | 0.03% | 3,130 | SH |
| 24 | JOHNSON & JOHNSON | JNJ | 478160104 | $102.7K | 0.02% | 420 | SH |
| 25 | WELLS FARGO & COMPANY | WFC | 949746101 | $97.1K | 0.02% | 1,220 | SH |
| 26 | FRMO CORPORATION | FRMO | 30262F205 | $89.5K | 0.02% | 11,500 | SH |
| 27 | BANK OF AMERICA CORP | BAC | 060505104 | $84.1K | 0.02% | 1,725 | SH |
| 28 | U.S. BANCORP DEL COMMON NEW | USB | 902973304 | $78.5K | 0.02% | 1,510 | SH |
| 29 | LINDE PLC | LIN | G54950103 | $77.8K | 0.02% | 157 | SH |
| 30 | INTERNATIONAL BUSINESS MACHINE | IBM | 459200101 | $67.9K | 0.01% | 280 | SH |
| 31 | SOUTH BOW CORP | SOBO | 83671M105 | $56.6K | 0.01% | 1,700 | SH |
| 32 | WELLTOWER INC. | WELL | 95040Q104 | $53.4K | 0.01% | 270 | SH |
| 33 | CATERPILLAR INC. | CAT | 149123101 | $46.0K | 0.01% | 65 | SH |
| 34 | THE TJX COMPANIES, INC. | TJX | 872540109 | $44.4K | 0.01% | 278 | SH |
| 35 | NOVO NORDISK A/S | NVO | 670100205 | $42.6K | 0.01% | 1,159 | SH |
| 36 | 3M CO COM | MMM | 88579Y101 | $42.1K | 0.01% | 290 | SH |
| 37 | HONEYWELL INTERNATIONAL INC. | HON | 438516106 | $37.3K | 0.01% | 165 | SH |
| 38 | ELI LILLY & CO | LLY | 532457108 | $36.8K | 0.01% | 40 | SH |
| 39 | FASTENAL CO. | FAST | 311900104 | $36.4K | 0.01% | 784 | SH |
| 40 | WALMART STORES INC | WMT | 931142103 | $31.7K | 0.01% | 255 | SH |
| 41 | WHIRLPOOL CORP | WHR | 963320106 | $30.1K | 0.01% | 559 | SH |
| 42 | L'Oreal S.A. - ADR | LRLCY | 502117203 | $21.0K | 0.00% | 256 | SH |
| 43 | Nestle S.A. - ADR | NSRGY | 641069406 | $20.8K | 0.00% | 210 | SH |
| 44 | WATSCO INC. | WSO | 942622200 | $18.2K | 0.00% | 50 | SH |
| 45 | DENTSPLY SIRONA INC | XRAY | 24906P109 | $16.8K | 0.00% | 1,451 | SH |
| 46 | LULULEMON ATHLETICA INC. | LULU | 550021109 | $13.0K | 0.00% | 85 | SH |
| 47 | PUBLIC STORAGE | PSA | 74460D109 | $7.3K | 0.00% | 27 | SH |
| 48 | COINBASE GLOBAL, INC. | COIN | 19260Q107 | $2.1K | 0.00% | 12 | SH |
| 49 | SPORTRADAR GROUP AG | SRAD | H8088L103 | $2.1K | 0.00% | 125 | SH |
| 50 | PENN NATIONAL GAMING, INC. | PENN | 707569109 | $1.8K | 0.00% | 119 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-20 | $505.6M | 52 | 0001062993-26-002053 |
| 2025-12-31 | 2026-02-10 | $570.7M | 56 | 0001062993-26-000755 |