Manitou Investment Management Ltd.
Manitou Investment Management Ltd. reported 50 US-listed holdings worth $531.7 million in its 13F for the quarter ended 30 September 2026, filed 15 October 2026. Its largest: Berkshire Hathaway Inc. Class B (15.1%), Alphabet Inc. (14.4%) and Microsoft Corp. (14.2%). Against the quarter before, it opened 4 positions, added to 4, trimmed 15 and sold out of 2.
The 14 largest of its 50 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +19.9% over the 8 quarters to 30 September 2026, against +32.9% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held
Opened 4
- Copart Inc. CPRT$562,432
- Samsung Electronics Co. Ltd$166,328
- Tesla, Inc. TSLA$3,903
- Bending Spoons S.p.a. BSP$3,232
Added to 4
- IDEXX Laboratories Inc. IDXX+15,165 shares · +22%
- CRH Public Ltd. Co. CRH+50,233 shares · +33%
- Stryker Corp. SYK+14,613 shares · +12%
- Alphabet Inc. GOOG+488 shares · +111%
Trimmed 15
- Amphenol Corp. APH-116,784 shares · -23%
- Berkshire Hathaway Inc. Class B BRKB-8,466 shares · -5%
- Microsoft Corp. MSFT-7,988 shares · -5%
- Alphabet Inc. GOOGL-11,408 shares · -5%
- JPMorgan Chase & Co. JPM-10,608 shares · -25%
- Meta Platforms, Inc. META-4,618 shares · -11%
- Amazon.com Inc. AMZN-12,779 shares · -5%
- Brookfield Corporation BN-68,886 shares · -54%
and 7 more in the table below
Sold out of 2
- Penn Entertainment, Inc. PENN$2,542 last quarter
- Sportradar Group AG SRAD$1,871 last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Berkshire Hathaway Inc. Class B BRKB | 160.8K | $80.1 million | 15.06% | -8.5K |
| Alphabet Inc. GOOGL | 222.5K | $76.6 million | 14.40% | -11.4K |
| Microsoft Corp. MSFT | 147.4K | $75.6 million | 14.22% | -8.0K |
| Amazon.com Inc. AMZN | 270.2K | $67.3 million | 12.66% | -12.8K |
| IDEXX Laboratories Inc. IDXX | 85.1K | $44.5 million | 8.36% | +15.2K |
| Stryker Corp. SYK | 131.9K | $36.3 million | 6.83% | +14.6K |
| Mastercard Inc. MA | 65.3K | $36.0 million | 6.77% | -1.1K |
| Amphenol Corp. APH | 385.5K | $32.5 million | 6.11% | -116.8K |
| Meta Platforms, Inc. META | 37.8K | $27.4 million | 5.15% | -4.6K |
| CRH Public Ltd. Co. CRH | 203.8K | $16.9 million | 3.17% | +50.2K |
| Edwards Lifesciences Corp. EW | 171.3K | $14.8 million | 2.78% | -18.2K |
| JPMorgan Chase & Co. JPM | 31.4K | $10.4 million | 1.95% | -10.6K |
| Berkshire Hathaway Inc. Del | 4 | $3.0 million | 0.56% | no change |
| Roper Technologies Inc. ROP | 6.5K | $2.3 million | 0.42% | -5.4K |
| Brookfield Corporation BN | 57.6K | $2.1 million | 0.39% | -68.9K |
| Apple Inc. AAPL | 4.9K | $1.6 million | 0.31% | -2.5K |
| Visa Inc. V | 4.0K | $1.4 million | 0.27% | -4.4K |
| Danaher Corp. DHR | 2.9K | $632,304 | 0.12% | -7.2K |
| Copart Inc. CPRT | 20.6K | $562,432 | 0.11% | new |
| Alphabet Inc. GOOG | 928 | $316,207 | 0.06% | +488 |
| Costco Wholesale Corp. COST | 210 | $191,171 | 0.04% | -5 |
| Samsung Electronics Co. Ltd | 34 | $166,328 | 0.03% | new |
| APA Corp. APA | 3.1K | $130,020 | 0.02% | no change |
| Johnson & Johnson JNJ | 420 | $111,191 | 0.02% | no change |
| Wells Fargo & Company WFC | 1.2K | $97,661 | 0.02% | no change |
| Bank of America Corp. BAC | 1.7K | $93,892 | 0.02% | no change |
| U.S. Bancorp USB | 1.5K | $87,218 | 0.02% | no change |
| Linde plc LIN | 137 | $65,027 | 0.01% | no change |
| Welltower Inc. WELL | 270 | $62,165 | 0.01% | no change |
| International Business Machines Corp. IBM | 280 | $61,580 | 0.01% | no change |
| CME Group Inc. CME | 230 | $60,255 | 0.01% | no change |
| South Bow Corp. SOBO | 1.7K | $56,321 | 0.01% | no change |
| Caterpillar Inc. CAT | 65 | $52,701 | 0.01% | no change |
| 3M Co. MMM | 290 | $47,603 | 0.01% | no change |
| Eli Lilly & Co. LLY | 40 | $46,283 | 0.01% | no change |
| Fastenal Co. FAST | 784 | $38,832 | 0.01% | no change |
| TJX Companies Inc. TJX | 278 | $36,782 | 0.01% | no change |
| FRMO Corporation FRMO | 5.0K | $33,550 | 0.01% | no change |
| Walmart Inc. WMT | 255 | $26,500 | 0.00% | no change |
| Novo Nordisk A/S NVO | 643 | $24,376 | 0.00% | no change |
| Nestle SA Sponsored ADR Repstg Reg SHS NSRGY | 210 | $19,064 | 0.00% | no change |
| Whirlpool Corp. WHR | 559 | $17,150 | 0.00% | no change |
| Dentsply Sirona Inc. XRAY | 1.5K | $12,856 | 0.00% | no change |
| Public Storage PSA | 27 | $7,637 | 0.00% | no change |
| Entrepreneurshares Series Trust XOVR | 275 | $5,874 | 0.00% | no change |
| Tesla, Inc. TSLA | 11 | $3,903 | 0.00% | new |
| Bending Spoons S.p.a. BSP | 97 | $3,232 | 0.00% | new |
| Coinbase Global, Inc. COIN | 12 | $2,237 | 0.00% | no change |
| Block, Inc. XYZ | 29 | $2,132 | 0.00% | no change |
| Transtel SA Common | 33 | $33 | 0.00% | no change |