Manitou Investment Management Ltd.
Sector Allocation
- Technology40.7%$216.3M
- Financials24.7%$131.2M
- Healthcare18.1%$96.4M
- Consumer Discretionary12.8%$67.9M
- Materials3.2%$16.9M
- Real Estate0.4%$2.2M
- Other0.0%$224,849
- Consumer Staples0.0%$217,671
- Energy0.0%$186,341
- Industrials0.0%$91,533
AUM History
13fpro.ai/research/fund/manitou-investment-management-ltd-1657428
Conviction and streaks
Concentrating · top 10 = 92.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
BRK.B
$80.1MGOOGL
$76.6MMSFT
$75.6MAMZN
$67.3MIDXX
$44.5MSYK
$36.3MMA
$36.0MAPH
$32.5MMETA
$27.4MCRH
$16.9MEW
$14.8MJPM
$10.4MBRK.A
$3.0MROP
$2.3MBN
$2.1MAAPL
$1.6MV
$1.4MDHR
$632KCPRT
$562KGOOG
$316K
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/manitou-investment-management-ltd-1657428
Manitou Investment Management Ltd. 13F holdings — Q3 2026
$531.7M portfolio (-1.1% QoQ) · 50 holdings · Q3 2026 13F · top 10 are 93% of the stock portfolio
$80.1M
15.1% of stocks
-5%This quarter—Since filed11+ qtrsHeld$76.6M
14.4% of stocks
-5%This quarter-8.9%Since filed11+ qtrsHeld$75.6M
14.2% of stocks
-5%This quarter-1.3%Since filed11+ qtrsHeld$67.3M
12.7% of stocks
-5%This quarter-2.2%Since filed9 qtrsHeld$44.5M
8.4% of stocks
+22%This quarter+4.2%Since filed11+ qtrsHeld$36.3M
6.8% of stocks
+12%This quarter+4.4%Since filed11+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$36.0M
6.8% of stocks
-2%This quarter-0.5%Since filed11+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$32.5M
6.1% of stocks
+53%This quarter-7.6%Since filed11+ qtrsHeld$27.4M
5.2% of stocks
-11%This quarter-14.4%Since filed7 qtrsHeld$16.9M
3.2% of stocks
+33%This quarter+3.8%Since filed9 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row
All holdings — Manitou Investment Management Ltd. (Q3 2026)
50 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Edwards Lifesciences Corp | Healthcare | $14.8M | 2.8% | 171K | -10% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | JPMORGAN CHASE & CO | Financials | $10.4M | 1.9% | 31K | -25% | 11+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | BERKSHIRE HATHAWAY INC | Financials | $3.0M | 0.6% | 4 | — | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | ROPER TECHNOLOGIES INC | Technology | $2.3M | 0.4% | 6,453 | -45% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | BROOKFIELD Corp /ON/ | Real Estate | $2.1M | 0.4% | 58K | -54% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Apple Inc. | Technology | $1.6M | 0.3% | 4,871 | -33% | 11+ qtrsTrimmed 9 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | VISA INC. | Financials | $1.4M | 0.3% | 3,966 | -53% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | DANAHER CORP /DE/ | Healthcare | $632K | 0.1% | 2,854 | -72% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | COPART INC | Consumer Discretionary | $562K | 0.1% | 21K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Alphabet Inc. | Technology | $316K | 0.1% | 928 | +111% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $191K | 0.0% | 210 | -2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | SAMSUNG ELECTRONICS CO LTD - COM | — | $166K | 0.0% | 34 | New | — | — | 13F |
| 23 | APA Corp | Energy | $130K | 0.0% | 3,130 | — | 7 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | JOHNSON & JOHNSON | Healthcare | $111K | 0.0% | 420 | — | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | WELLS FARGO & COMPANY/MN | Financials | $98K | 0.0% | 1,220 | — | 7 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $94K | 0.0% | 1,725 | — | |||
| 27 | $USB | US BANCORP \DE\ | Financials | $87K | 0.0% | 1,510 | — | |||
| 28 | $LIN | LINDE PLC | Materials | $65K | 0.0% | 137 | — | |||
| 29 | $WELL | WELLTOWER INC. | Real Estate | $62K | 0.0% | 270 | — | |||
| 30 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $62K | 0.0% | 280 | — | |||
| 31 | $CME | CME GROUP INC. | Financials | $60K | 0.0% | 230 | — | |||
| 32 | $SOBO | South Bow Corp | Energy | $56K | 0.0% | 1,700 | — | |||
| 33 | $CAT | CATERPILLAR INC | Industrials | $53K | 0.0% | 65 | — | |||
| 34 | $MMM | 3M CO | Healthcare | $48K | 0.0% | 290 | — | |||
| 35 | $LLY | ELI LILLY & Co | Healthcare | $46K | 0.0% | 40 | — | |||
| 36 | $FAST | FASTENAL CO | Industrials | $39K | 0.0% | 784 | — | |||
| 37 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $37K | 0.0% | 278 | — | |||
| 38 | — | FRMO CORPORATION - COM | — | $34K | 0.0% | 5,000 | — | |||
| 39 | $WMT | Walmart Inc. | Consumer Staples | $27K | 0.0% | 255 | — | |||
| 40 | $NVO | NOVO NORDISK A S | Healthcare | $24K | 0.0% | 643 | — | |||
| 41 | — | Nestle S.A. - ADR - COM | — | $19K | 0.0% | 210 | — | |||
| 42 | $WHR | WHIRLPOOL CORP /DE/ | Technology | $17K | 0.0% | 559 | — | |||
| 43 | $XRAY | DENTSPLY SIRONA Inc. | Healthcare | $13K | 0.0% | 1,451 | — | |||
| 44 | $PSA | Public Storage | Real Estate | $8K | 0.0% | 27 | — | |||
| 45 | — | ERSHARES PRIVATE-PUBLIC CROSSO - COM | — | $6K | 0.0% | 275 | — | |||
| 46 | $TSLA | Tesla, Inc. | Consumer Discretionary | $4K | 0.0% | 11 | New | |||
| 47 | $BSP | Bending Spoons S.p.A. | Technology | $3K | 0.0% | 97 | New | |||
| 48 | $COIN | Coinbase Global, Inc. | Financials | $2K | 0.0% | 12 | — | |||
| 49 | $XYZ | Block, Inc. | Technology | $2K | 0.0% | 29 | — | |||
| 50 | — | TRANSTEL SA COMMON - COM | — | $33 | 0.0% | 33 | — |
What changed in Q3 2026
Against the previous quarter's 13F: 4 new, 5 added to, 14 trimmed, 2 sold out. Share-count changes; largest moves by dollar size first.
New positions (4)
Added to (5)
Trimmed (14)
now $80.1M · held 11+ qtrs
now $75.6M · held 11+ qtrs
now $76.6M · held 11+ qtrs, 4 trims in a row
now $10.4M · held 11+ qtrs, 3 trims in a row
now $27.4M · held 7 qtrs
now $67.3M · held 9 qtrs
+8 more in the Excel export
Holdings by quarter
Every 13F Manitou Investment Management Ltd. has filed, 42 earlier quarters. Pick one to see what it held then.
Is it too late to follow Manitou Investment Management Ltd.?
Q3 2026 13F filed with the SEC on Oct 15, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Manitou Investment Management Ltd.'s top 20 holdings: 76/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-2.8%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 24% over the last 4
Top 10 weight
93%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
100%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Manitou Investment Management Ltd. disclosed 50 positions worth $531.7M in its Form 13F-HR for Q3 2026, led by $BRK.B (BERKSHIRE HATHAWAY INC) at 15.1% of the equity portfolio, followed by $GOOGL and $MSFT. During the quarter the fund opened 4 new positions and exited 2 — including a new stake in $CPRT and a full exit from $PENN. The portfolio is most concentrated in Technology (40.7% of disclosed assets). All figures are sourced directly from Manitou Investment Management Ltd.’s Form 13F-HR filing with the SEC under CIK 1657428.
Funds like this
managers whose biggest positions overlap Manitou Investment Management Ltd.'sBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: Manitou Investment Management Ltd.
13F Pro is an AI hedge fund tracker and stock research platform. For Manitou Investment Management Ltd. (SEC CIK: 1657428), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Manitou Investment Management Ltd.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.