Q2 2026 13F · SEC CIK 1657428

Manitou Investment Management Ltd.

Wealth managerFiled 2026-07-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $537.9M
Reported positions: 48
Top holdings a year, 3 yrs: +14.4%
Assets under management: $2.4B

Manitou Investment Management Ltd. is a wealth manager that reported 48 positions worth $537.9M in its Q2 2026 13F, filed 2026-07-07. Its largest holdings were Berkshire Hathaway Inc Del (BRK-B, 15.7%), Alphabet Inc (GOOGL, 15.5%), Amazon Com Inc Com (AMZN, 12.5%). 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 48 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 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	Q1 2026	Shares	Share change	Reported value
BRK-BBerkshire Hathaway Inc Del	15.7%	15.9%	169,256	+0.7%	$84.7M
GOOGLAlphabet Inc	15.5%	13.4%	233,923	-1.0%	$83.6M
AMZNAmazon Com Inc Com	12.5%	11.5%	282,939	+1.6%	$67.4M
MSFTMicrosoft Corp	10.8%	9.2%	155,364	+24.3%	$58.0M
APHAmphenol Corp	8.2%	6.2%	251,122	+1.9%	$44.3M
SYKStryker Corporation	6.9%	5.4%	117,276	+40.5%	$36.9M
IDXXIdexx Labs Inc	6.8%	7.7%	69,979	+0.5%	$36.8M
MAMastercard Inc.	6.3%	6.8%	66,380	-4.1%	$34.1M
METAMeta Platforms Inc Class A	4.4%	4.4%	42,384	+8.7%	$23.9M
EWEdwards Lifesciences Corp	3.2%	2.9%	189,563	+2.9%	$17.1M
CRHCrh PLC	3.1%	0.3%	153,577	+906.6%	$16.4M
JPMJpmorgan Chase & Co	2.6%	2.6%	41,996	-6.0%	$13.7M
BNBrookfield Corp	1.0%	0.7%	126,445	+49.5%	$5.4M
ROPRoper Technologies Inc Com	0.7%	8.6%	11,835	-90.3%	$4.0M
BRK-ABerkshire Hathaway Inc Del	0.6%	0.6%	4	+0.0%	$3.0M
VVisa Inc Com Cl A	0.5%	0.2%	8,412	+111.0%	$2.9M
AAPLApple Inc	0.4%	2.5%	7,322	-85.0%	$2.1M
DHRDanaher Corporation	0.4%	0.2%	10,049	+76.2%	$1.9M
COSTCostco Whsl Corp New	0.0%	0.0%	215	+0.0%	$201K
GOOGAlphabet Inc	0.0%	0.0%	440	-24.1%	$155K
JNJJohnson & Johnson	0.0%	0.0%	420	+0.0%	$107K
APAApa Corporation	0.0%	0.0%	3,130	+0.0%	$102K
WFCWells Fargo Co New	0.0%	0.0%	1,220	+0.0%	$101K
BACBank of Amer Corp	0.0%	0.0%	1,725	+0.0%	$98K
USBUS Bancorp Del	0.0%	0.0%	1,510	+0.0%	$91K
IBMInternational Business Machs	0.0%	0.0%	280	+0.0%	$79K
LINLinde PLC	0.0%	0.0%	137	-12.7%	$71K
CATCaterpillar Inc Com	0.0%	0.0%	65	+0.0%	$69K
WELLWelltower Inc	0.0%	0.0%	270	+0.0%	$61K
SOBOSouth Bow Corp	0.0%	0.0%	1,700	+0.0%	$60K
CMECme Group Inc	0.0%	0.1%	230	-89.8%	$51K
LLYLilly Eli & Co	0.0%	0.0%	40	+0.0%	$48K
MMM3m Co Com	0.0%	0.0%	290	+0.0%	$47K
TJXTjx Cos Inc New Com	0.0%	0.0%	278	+0.0%	$42K
FASTFastenal Co	0.0%	0.0%	784	+0.0%	$38K
FRMOFrmo Corporation	0.0%	0.0%	5,000	-56.5%	$34K
NVONovo-Nordisk A S	0.0%	0.0%	643	-44.5%	$31K
WMTWalmart Inc	0.0%	0.0%	255	+0.0%	$29K
WHRWhirlpool Corp	0.0%	0.0%	559	+0.0%	$22K
NSRGYNestle S.a. Sp/adr-For Reg (che)	0.0%	0.0%	210	+0.0%	$22K
XRAYDentsply Sirona Inc	0.0%	0.0%	1,451	+0.0%	$15K
PSAPublic Storage	0.0%	0.0%	27	+0.0%	$9K
XOVREntrepreneurshares Series Tr	0.0%	—	275	—	$6K
PENNPenn Entertainment Inc	0.0%	0.0%	119	+0.0%	$3K
SQBlock Inc	0.0%	—	29	—	$2K
SRADSportradar Group AG	0.0%	0.0%	125	+0.0%	$2K
COINCoinbase Global Inc	0.0%	0.0%	12	+0.0%	$2K
89389N103Transtel SA Common	0.0%	—	33	—	$33.00

What Manitou Investment Management Ltd. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 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 and rebuilt each quarter on the day the filing became public. 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
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
Q3 2023	$420.8M	58

Questions about Manitou Investment Management Ltd.'s portfolio

What stocks does Manitou Investment Management Ltd. own?

Manitou Investment Management Ltd.'s latest 13F, for Q2 2026 and filed Jul 7, 2026, lists 48 positions worth $537.9M. The largest are Berkshire Hathaway Inc Del (BRK-B) at 15.7%, Alphabet Inc (GOOGL) at 15.5%, Amazon Com Inc Com (AMZN) at 12.5%, Microsoft Corp (MSFT) at 10.8% and Amphenol Corp (APH) at 8.2%.

What did Manitou Investment Management Ltd. buy last quarter?

In Q2 2026, Manitou Investment Management Ltd. added Crh PLC (CRH) (+906.6% shares), Visa Inc Com Cl A (V) (+111.0% shares) and Danaher Corporation (DHR) (+76.2% shares), compared with its Q1 2026 filing.

What did Manitou Investment Management Ltd. sell last quarter?

In Q2 2026, Manitou Investment Management Ltd. sold all of Markel Group Inc (MKL), sold all of Honeywell Intl Inc (HON), sold all of L'Oreal S.A. - ADR (LRLCY), sold all of Watsco Inc (WSO), sold all of Lululemon Athletica Inc Com (LULU), Roper Technologies Inc Com (ROP) (-90.3% shares), Cme Group Inc (CME) (-89.8% shares) and Apple Inc (AAPL) (-85.0% shares), compared with its Q1 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 Sep 30, 2026 is due by Nov 14, 2026; 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 $537.9M.