Manitou Investment Management Ltd.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 7, 2026), Manitou Investment Management Ltd. reported 48 stock positions worth $537.9 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 15.7% of the portfolio, followed by Alphabet Class A (GOOGL, 15.5%) and Amazon.com (AMZN, 12.5%). Compared with Q1 2026, it opened 1 new position, sold out of 5, added to 12 and reduced 10. The biggest buy was CRH (CRH, shares +907%) and the biggest sale Roper Technologies (ROP, shares −90%).
- Most Recent 13F
- Q2 2026
- Location
- TORONTO, A6
- CIK
- 0001657428
- Portfolio Value
- $537.9M (Q2 2026)
- SEC Filing
- 0001062993-26-003526 ↗ filed Jul 7, 2026
Holdings Value
Holdings 48 stocks · $537.9M
| BRK.B Berkshire Hathaway Inc. Class B | 15.74% | 169,256 | $84.7M | Add +0.7% |
| GOOGL Alphabet Inc. Class A | 15.54% | 233,923 | $83.6M | Reduce -1.0% |
| AMZN Amazon.com Inc. | 12.54% | 282,939 | $67.4M | Add +1.6% |
| MSFT Microsoft Corp. | 10.77% | 155,364 | $58.0M | Add +24.3% |
| APH Amphenol Corp. Class A | 8.23% | 251,122 | $44.3M | Add +1.9% |
| SYK Stryker Corp. | 6.86% | 117,276 | $36.9M | Add +40.5% |
| IDXX Idexx Laboratories Inc. | 6.85% | 69,979 | $36.8M | Add +0.6% |
| MA Mastercard Inc. Class A | 6.34% | 66,380 | $34.1M | Reduce -4.1% |
| META Meta Platforms Inc. Class A | 4.44% | 42,384 | $23.9M | Add +8.7% |
| EW Edwards Lifesciences Corp. | 3.19% | 189,563 | $17.1M | Add +2.9% |
| CRH CRH PLC | 3.05% | 153,577 | $16.4M | Add +906.6% |
| JPM JPMorgan Chase & Co. | 2.56% | 41,996 | $13.7M | Reduce -6.0% |
| BN Brookfield Corp. | 1.00% | 126,445 | $5.4M | Add +49.5% |
| ROP Roper Technologies Inc. | 0.74% | 11,835 | $4.0M | Reduce -90.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.56% | 4 | $3.0M | No change |
| V Visa Inc. Class A | 0.54% | 8,412 | $2.9M | Add +111.0% |
| AAPL Apple Inc. | 0.39% | 7,322 | $2.1M | Reduce -85.0% |
| DHR Danaher Corp. | 0.36% | 10,049 | $1.9M | Add +76.2% |
| COST Costco Wholesale Corp. | 0.04% | 215 | $201K | No change |
| GOOG Alphabet Inc. Class C | 0.03% | 440 | $155K | Reduce -24.1% |
| JNJ Johnson & Johnson | 0.02% | 420 | $107K | No change |
| APA Apa Corp. | 0.02% | 3,130 | $102K | No change |
| WFC Wells Fargo & Co. | 0.02% | 1,220 | $101K | No change |
| BAC Bank of America Corp. | 0.02% | 1,725 | $98K | No change |
| USB US Bancorp | 0.02% | 1,510 | $91K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.01% | 280 | $79K | No change |
| LIN Linde PLC | 0.01% | 137 | $71K | Reduce -12.7% |
| CAT Caterpillar Inc. | 0.01% | 65 | $69K | No change |
| WELL Welltower Inc. | 0.01% | 270 | $61K | No change |
| SOBO South Bow Corp. | 0.01% | 1,700 | $60K | No change |
| CME Cme Group Inc. | 0.01% | 230 | $51K | Reduce -89.8% |
| LLY Eli Lilly & Co. | 0.01% | 40 | $48K | No change |
| MMM 3M Co. | 0.01% | 290 | $47K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.01% | 278 | $42K | No change |
| FAST Fastenal Co. | 0.01% | 784 | $38K | No change |
| FRMO Frmo Corp. | 0.01% | 5,000 | $34K | Reduce -56.5% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.01% | 643 | $31K | Reduce -44.5% |
| WMT Walmart Inc. | 0.01% | 255 | $29K | No change |
| WHR Whirlpool Corp. | 0.00% | 559 | $22K | No change |
| NSRGY Nestle SA-Spons ADR | 0.00% | 210 | $22K | No change |
| XRAY Dentsply Sirona Inc. | 0.00% | 1,451 | $15K | No change |
| PSA Public Storage | 0.00% | 27 | $9K | No change |
| XOVR Ershares Private-Public Cros | 0.00% | 275 | $6K | New |
| PENN Penn Entertainment Inc. | 0.00% | 119 | $3K | No change |
| XYZ Block Inc. | 0.00% | 29 | $2K | No change |
| SRAD Sportradar Group AG-A | 0.00% | 125 | $2K | No change |
| COIN Coinbase Global Inc. Class A | 0.00% | 12 | $2K | No change |
| TRANSTEL SA COMMON | 0.00% | 33 | $33 | No change |
Portfolio Sells Q1 2026 → Q2 2026
| ROP Roper Technologies Inc. | Reduce -90.3% | 0.74% | −7.81 |
| AAPL Apple Inc. | Reduce -85.0% | 0.39% | −2.06 |
| MA Mastercard Inc. Class A | Reduce -4.1% | 6.34% | −0.50 |
| MKL Markel Group Inc. | Sold out | 0.00% | −0.43 |
| CME Cme Group Inc. | Reduce -89.8% | 0.01% | −0.12 |
| JPM JPMorgan Chase & Co. | Reduce -6.0% | 2.56% | −0.04 |
| FRMO Frmo Corp. | Reduce -56.5% | 0.01% | −0.01 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.01 |
| LRLCY L'oreal-Unsponsored ADR | Sold out | 0.00% | −0.00 |
| GOOG Alphabet Inc. Class C | Reduce -24.1% | 0.03% | −0.00 |
| WSO Watsco Inc. | Sold out | 0.00% | −0.00 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -44.5% | 0.01% | −0.00 |
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −0.00 |
| LIN Linde PLC | Reduce -12.7% | 0.01% | −0.00 |
| GOOGL Alphabet Inc. Class A | Reduce -1.0% | 15.54% | +2.10 |
Portfolio Buys Q1 2026 → Q2 2026
| CRH CRH PLC | Add +906.6% | 3.05% | +2.74 |
| APH Amphenol Corp. Class A | Add +1.9% | 8.23% | +2.07 |
| MSFT Microsoft Corp. | Add +24.3% | 10.77% | +1.62 |
| SYK Stryker Corp. | Add +40.5% | 6.86% | +1.44 |
| AMZN Amazon.com Inc. | Add +1.6% | 12.54% | +1.06 |
| BN Brookfield Corp. | Add +49.5% | 1.00% | +0.32 |
| V Visa Inc. Class A | Add +111.0% | 0.54% | +0.30 |
| EW Edwards Lifesciences Corp. | Add +2.9% | 3.19% | +0.27 |
| DHR Danaher Corp. | Add +76.2% | 0.36% | +0.14 |
| META Meta Platforms Inc. Class A | Add +8.7% | 4.44% | +0.03 |
| XOVR Ershares Private-Public Cros | New | 0.00% | +0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.7% | 15.74% | −0.19 |
| IDXX Idexx Laboratories Inc. | Add +0.6% | 6.85% | −0.89 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 48 | $537.9M | BRK.B, GOOGL, AMZN, MSFT, APH |
| Q1 2026 | 52 | $505.6M | BRK.B, GOOGL, AMZN, MSFT, ROP |
| Q4 2025 | 56 | $570.7M | GOOGL, BRK.B, AMZN, MSFT, IDXX |
| Q3 2025 | 57 | $573.2M | BRK.B, GOOGL, IDXX, MSFT, AMZN |
| Q2 2025 | 61 | $525.8M | BRK.B, GOOGL, MSFT, IDXX, AMZN |
| Q1 2025 | 66 | $514.4M | BRK.B, GOOGL, AMZN, ROP, MSFT |
| Q4 2024 | 55 | $506.2M | BRK.B, GOOGL, MSFT, AMZN, MA |
| Q3 2024 | 55 | $525.7M | BRK.B, MSFT, GOOGL, AAPL, ROP |
| Q2 2024 | 55 | $447.0M | BRK.B, GOOGL, MSFT, AAPL, JPM |
| Q1 2024 | 54 | $499.4M | BRK.B, GOOGL, MSFT, JPM, MA |