Manitou Investment Management Ltd. reported 44 positions worth $531.49M for the quarter ended Sep 30, 2026, down 1.2% on the prior quarter. It opened 2 new positions, added to 4, trimmed 15 and exited 2. Its largest holding is Berkshire Hathaway Inc at 15.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| IDXX Idexx Laboratories Inc | +15.2K | +21.7% | $7.92M | 8.37% |
| CRH Crh Public Ltd Co | +50.2K | +32.7% | $4.16M | 3.18% |
| SYK Stryker Corp | +14.6K | +12.5% | $4.02M | 6.83% |
| CPRT Copart Inc | +20.6K | – | $562.43K | 0.106% |
| GOOG Alphabet Inc. | +488 | +110.9% | $166.28K | 0.059% |
| TSLA Tesla, Inc. | +11 | – | $3.90K | <0.01% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| APH Amphenol Corp | -116.8K | -23.3% | $9.84M | 6.11% |
| BRK-B Berkshire Hathaway Inc | -8,466 | -5.0% | $4.22M | 15.06% |
| MSFT Microsoft Corp | -7,988 | -5.1% | $4.10M | 14.22% |
| GOOGL Alphabet Inc. | -11.4K | -4.9% | $3.93M | 14.41% |
| JPM Jpmorgan Chase & Co | -10.6K | -25.3% | $3.51M | 1.95% |
| META Meta Platforms, Inc. | -4,618 | -10.9% | $3.35M | 5.15% |
| AMZN Amazon Com Inc | -12.8K | -4.5% | $3.18M | 12.66% |
| BN BROOKFIELD Corp | -68.9K | -54.5% | $2.51M | 0.395% |
| ROP Roper Technologies Inc | -5,382 | -45.5% | $1.88M | 0.424% |
| V Visa Inc. | -4,446 | -52.9% | $1.60M | 0.268% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B Berkshire Hathaway Inc | Financial Services | 160.8K | $80.07M | 15.06% | -8,466 | -5.0% | Reduced | 0.01% |
| 2 | GOOGL Alphabet Inc. | Technology | 222.5K | $76.56M | 14.41% | -11.4K | -4.9% | Reduced | 0% |
| 3 | MSFT Microsoft Corp | Technology | 147.4K | $75.59M | 14.22% | -7,988 | -5.1% | Reduced | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 270.2K | $67.31M | 12.66% | -12.8K | -4.5% | Reduced | 0% |
| 5 | IDXX Idexx Laboratories Inc | Healthcare | 85.1K | $44.46M | 8.37% | +15.2K | +21.7% | Added | 0.11% |
| 6 | SYK Stryker Corp | Healthcare | 131.9K | $36.32M | 6.83% | +14.6K | +12.5% | Added | 0.03% |
| 7 | MA Mastercard Inc | Financial Services | 65.3K | $36.01M | 6.78% | -1,076 | -1.6% | Reduced | 0.01% |
| 8 | APH Amphenol Corp | Industrials | 385.5K | $32.49M | 6.11% | -116.8K | -23.3% | Reduced | 0.02% |
| 9 | META Meta Platforms, Inc. | Technology | 37.8K | $27.39M | 5.15% | -4,618 | -10.9% | Reduced | 0% |
| 10 | CRH Crh Public Ltd Co | Basic Materials | 203.8K | $16.88M | 3.18% | +50.2K | +32.7% | Added | 0.03% |
| 11 | EW Edwards Lifesciences Corp | Healthcare | 171.3K | $14.79M | 2.78% | -18.2K | -9.6% | Reduced | 0.03% |
| 12 | JPM Jpmorgan Chase & Co | Financial Services | 31.4K | $10.38M | 1.95% | -10.6K | -25.3% | Reduced | 0% |
| 13 | BRK-A Berkshire Hathaway Inc | Financial Services | 4 | $2.99M | 0.562% | 0 | 0.0% | Unchanged | 0% |
| 14 | ROP Roper Technologies Inc | Technology | 6,453 | $2.25M | 0.424% | -5,382 | -45.5% | Reduced | 0.01% |
| 15 | BN BROOKFIELD Corp | Financial Services | 57.6K | $2.10M | 0.395% | -68.9K | -54.5% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Manitou Investment Management.
As of its Q3 2026 13F filing, Manitou Investment Management Ltd.’s five largest positions were Berkshire Hathaway Inc (BRK-B) at 15.1%, Alphabet Inc. (GOOGL) at 14.4%, Microsoft Corp (MSFT) at 14.2%, Amazon Com Inc (AMZN) at 12.7%, Idexx Laboratories Inc (IDXX) at 8.4% of the reported portfolio.
Manitou Investment Management Ltd. reported a 13F portfolio worth $531.49M across 44 positions for Q3 2026. That is down 1.2% from the previous quarter.
Its largest purchases by value were Idexx Laboratories Inc ($7.92M), Crh Public Ltd Co ($4.16M), Stryker Corp ($4.02M). It opened 2 new positions.
Its largest sales by value were Amphenol Corp ($9.84M), Berkshire Hathaway Inc ($4.22M), Microsoft Corp ($4.10M). It exited 2 positions entirely.
From the Form 13F-HR reports Manitou Investment Management Ltd. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.