Q3 2026 13F · SEC CIK 1657428

Manitou Investment Management Ltd.

Wealth managerFiled 2026-10-15 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $531.7M
Reported positions: 50
Top holdings a year, 3 yrs: +14.4%
Assets under management: $2.4B

Manitou Investment Management Ltd. is a wealth manager that reported 50 positions worth $531.7M in its Q3 2026 13F, filed 2026-10-15. Its largest holdings were Berkshire Hathaway Inc Del (BRK-B, 15.1%), Alphabet Inc (GOOGL, 14.4%), Microsoft Corp (MSFT, 14.2%). A portfolio copying its top holdings returned 14.4% a year over the last 3 years, against 20.4% for the S&P 500.

Manitou Investment Management Ltd. holdings all 50 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Manitou Investment Management Ltd. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
BRK-BBerkshire Hathaway Inc Del	15.1%	15.7%	160,790	-5.0%	$80.1M
GOOGLAlphabet Inc	14.4%	15.5%	222,515	-4.9%	$76.6M
MSFTMicrosoft Corp	14.2%	10.8%	147,376	-5.1%	$75.6M
AMZNAmazon Com Inc	12.7%	12.5%	270,160	-4.5%	$67.3M
IDXXIdexx Labs Inc	8.4%	6.8%	85,144	+21.7%	$44.5M
SYKStryker Corporation	6.8%	6.9%	131,889	+12.5%	$36.3M
MAMastercard Incorporated	6.8%	6.3%	65,304	-1.6%	$36.0M
APHAmphenol Corp	6.1%	8.2%	385,460	+53.5%	$32.5M
METAMeta Platforms Inc	5.2%	4.4%	37,766	-10.9%	$27.4M
CRHCrh PLC	3.2%	3.1%	203,810	+32.7%	$16.9M
EWEdwards Lifesciences Corp	2.8%	3.2%	171,325	-9.6%	$14.8M
JPMJpmorgan Chase & Co	2.0%	2.6%	31,388	-25.3%	$10.4M
BRK-ABerkshire Hathaway Inc Del	0.6%	0.6%	4	+0.0%	$3.0M
ROPRoper Technologies Inc	0.4%	0.7%	6,453	-45.5%	$2.3M
BNBrookfield Corp	0.4%	1.0%	57,559	-54.5%	$2.1M
AAPLApple Inc	0.3%	0.4%	4,871	-33.5%	$1.6M
VVisa Inc	0.3%	0.5%	3,966	-52.9%	$1.4M
DHRDanaher Corp Del	0.1%	0.4%	2,854	-71.6%	$632K
CPRTCopart Inc	0.1%	New	20,617	—	$562K
GOOGAlphabet Inc	0.1%	0.0%	928	+110.9%	$316K
COSTCostco Wholesale Corporation	0.0%	0.0%	210	-2.3%	$191K
796050888Samsung Electronics Co Ltd	0.0%	New	34	—	$166K
APAApa Corporation	0.0%	0.0%	3,130	+0.0%	$130K
JNJJohnson & Johnson	0.0%	0.0%	420	+0.0%	$111K
WFCWells Fargo & Co	0.0%	0.0%	1,220	+0.0%	$98K
BACBank of Amer Corp	0.0%	0.0%	1,725	+0.0%	$94K
USBUS Bancorp	0.0%	0.0%	1,510	+0.0%	$87K
LINLinde PLC	0.0%	0.0%	137	+0.0%	$65K
WELLWelltower Inc	0.0%	0.0%	270	+0.0%	$62K
IBMInternational Business Machs	0.0%	0.0%	280	+0.0%	$62K
CMECme Group Inc	0.0%	0.0%	230	+0.0%	$60K
SOBOSouth Bow Corp	0.0%	0.0%	1,700	+0.0%	$56K
CATCaterpillar Inc	0.0%	0.0%	65	+0.0%	$53K
MMM3m Co	0.0%	0.0%	290	+0.0%	$48K
LLYEli Lilly & Co	0.0%	0.0%	40	+0.0%	$46K
FASTFastenal Co	0.0%	0.0%	784	+0.0%	$39K
TJXTjx Cos Inc New	0.0%	0.0%	278	+0.0%	$37K
FRMOFrmo Corporation	0.0%	0.0%	5,000	+0.0%	$34K
WMTWalmart Inc	0.0%	0.0%	255	+0.0%	$27K
NVONovo-Nordisk A S	0.0%	0.0%	643	+0.0%	$24K
NSRGYNestle Sa	0.0%	0.0%	210	+0.0%	$19K
WHRWhirlpool Corp Com	0.0%	0.0%	559	+0.0%	$17K
XRAYDentsply Sirona Inc	0.0%	0.0%	1,451	+0.0%	$13K
PSAPublic Storage	0.0%	0.0%	27	+0.0%	$8K
XOVREntrepreneurshares Series Tr	0.0%	0.0%	275	+0.0%	$6K
TSLATesla Inc	0.0%	New	11	—	$4K
T19377109Bending Spoons Spa	0.0%	New	97	—	$3K
COINCoinbase Global Inc	0.0%	0.0%	12	+0.0%	$2K
SQBlock Inc	0.0%	0.0%	29	+0.0%	$2K
89389N103Transtel SA Common	0.0%	0.0%	33	+0.0%	$33.00

What Manitou Investment Management Ltd. bought and sold in Q3 2026, against Q2 2026.

New positions

CPRT Copart Inc0.1% of 13F
Samsung Electronics Co Ltd0.0% of 13F
TSLA Tesla Inc0.0% of 13F
Bending Spoons Spa0.0% of 13F

Share counts compared with the Q2 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +11.9% /yr; S&P 500 +20.1%
3 years: +14.4% /yr; S&P 500 +20.4%
5 years: +7.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$531.7M	50
Q2 2026	$537.9M	48
Q1 2026	$505.6M	52
Q4 2025	$570.7M	56
Q3 2025	$573.2M	57
Q2 2025	$525.8M	61
Q1 2025	$514.4M	65
Q4 2024	$506.2M	54
Q3 2024	$525.7M	54
Q2 2024	$447.0M	54
Q1 2024	$499.4M	53
Q4 2023	$460.6M	54

Questions about Manitou Investment Management Ltd.'s portfolio

What stocks does Manitou Investment Management Ltd. own?

Manitou Investment Management Ltd.'s latest 13F, for Q3 2026 and filed Oct 15, 2026, lists 50 positions worth $531.7M. The largest are Berkshire Hathaway Inc Del (BRK-B) at 15.1%, Alphabet Inc (GOOGL) at 14.4%, Microsoft Corp (MSFT) at 14.2%, Amazon Com Inc (AMZN) at 12.7% and Idexx Labs Inc (IDXX) at 8.4%.

What did Manitou Investment Management Ltd. buy last quarter?

In Q3 2026, Manitou Investment Management Ltd. added a new position in Copart Inc (CPRT), a new position in Samsung Electronics Co Ltd, a new position in Tesla Inc (TSLA), a new position in Bending Spoons Spa, Alphabet Inc (GOOG) (+110.9% shares), Amphenol Corp (APH) (+53.5% shares) and Crh PLC (CRH) (+32.7% shares), compared with its Q2 2026 filing.

What did Manitou Investment Management Ltd. sell last quarter?

In Q3 2026, Manitou Investment Management Ltd. sold all of Penn Entertainment Inc (PENN), sold all of Sportradar Group AG (SRAD), Danaher Corp Del (DHR) (-71.6% shares), Brookfield Corp (BN) (-54.5% shares) and Visa Inc (V) (-52.9% shares), compared with its Q2 2026 filing.

How has Manitou Investment Management Ltd.'s portfolio performed?

A portfolio copying Manitou Investment Management Ltd.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +11.9% against +20.1%. Over 5 years: +7.3% a year against +11.6%.

When is Manitou Investment Management Ltd.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Manitou Investment Management Ltd.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Manitou Investment Management Ltd. manage?

Manitou Investment Management Ltd. reported $2.4B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $531.7M.