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Manitou Investment Management LTD.

CIK:0001657428
Investment Adviser
$2B AUM
57 holdings
Toronto, ON, Canada
Founded:2000
20 employees
Latest filing:Sep 30, 2025

Manitou Investment Management Ltd. is a firm dedicated to investing in high-quality companies with strong financial strength, managed by honest teams, focusing on concentrated investments

Investment Strategy

Concentrated investments in high-quality companies

Latest 13F Filing Activity

Manitou Investment Management LTD. filed their most recent 13F report on Sep 30, 2025 disclosing 55 equity positions with a total 13F market value of $573M. The fund increased holdings in Alphabet Inc., Meta Platforms Inc., Idexx Laboratories Inc. among other positions. Manitou Investment Management LTD. reduced exposure to Home Depot, Danaher Corporation, Roper Technologies, Inc. among others.

Top Buys
G
GOOGLALPHABET INC.
+$22.2M
M
METAMETA PLATFORMS INC.
+$11.0M
I
IDXXIDEXX LABORATORIES INC
+$9.5M
A
APHAMPHENOL CORPORATION
+$7.5M
A
AAPLAPPLE INC.
+$3.3M
Top Sells
H
HDHOME DEPOT
-$9.5M
D
DHRDANAHER CORPORATION
-$2.5M
R
ROPROPER TECHNOLOGIES, INC.
-$1.6M
S
SYKSTRYKER CORP.
-$1.4M
W
WBAWALGREENS BOOTS ALLIANCE, INC.
-$476.1K

Top Holdings

B
BRK-BBERKSHIRE HATHAWAY INC
+14.8%$84.9M
G
GOOGLALPHABET INC.
+14.2%$81.1M
I
IDXXIDEXX LABORATORIES INC
+10.6%$60.7M
M
MSFTMICROSOFT CORP
+9.3%$53.2M
A
AMZNAMAZON.COM, INC.
+8.3%$47.3M

Equity Positions (55)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
BERKSHIRE HATHAWAY INC14.81%$84.9M168,895$222.52$502.74+$1.9M
ALPHABET INC.14.15%$81.1M333,751$83.78$243.10+$22.2M
IDEXX LABORATORIES INC10.60%$60.7M95,077$458.41$638.89+$9.5M
MICROSOFT CORP9.28%$53.2M102,689$73.69$517.95+$1.7M
AMAZON.COM, INC.8.25%$47.3M215,470$187.42$219.57+$1.0M

Industry Allocation

SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+16.2%
FIRE, MARINE & CASUALTY INSURANCE
+15.7%
IN VITRO & IN VIVO DIAGNOSTIC SUBSTANCES
+10.6%
SERVICES-PREPACKAGED SOFTWARE
+9.3%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+8.3%