Manitou Investment Management LTD.
CIK:0001657428
Investment Adviser
$2B AUM
57 holdings
Toronto, ON, Canada
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
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)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BRK-B | BERKSHIRE HATHAWAY INC | 14.81% | $84.9M | 168,895 | $222.52 | $502.74 | +$1.9M |
G GOOGL | ALPHABET INC. | 14.15% | $81.1M | 333,751 | $83.78 | $243.10 | +$22.2M |
I IDXX | IDEXX LABORATORIES INC | 10.60% | $60.7M | 95,077 | $458.41 | $638.89 | +$9.5M |
M MSFT | MICROSOFT CORP | 9.28% | $53.2M | 102,689 | $73.69 | $517.95 | +$1.7M |
A AMZN | AMAZON.COM, INC. | 8.25% | $47.3M | 215,470 | $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%