StockDriftsStockDriftsTop 47 Manitou Investment Management Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC | 15.74% | 169.3K | $84.7M | +0.70%(+1.17K) | $220.74(+127.11%) | 2026-06-30 | |
| GOOGL | ALPHABET INC. | 15.54% | 233.9K | $83.6M | -1.03%(-2.44K) | $86.95(+296.47%) | 2026-06-30 | |
| AMZN | AMAZON.COM, INC. | 12.54% | 282.9K | $67.4M | +1.58%(+4.40K) | $198.44(+32.30%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 10.77% | 155.4K | $58.0M | +24.31%(+30.38K) | $182.79(+165.92%) | 2026-06-30 | |
| APH | AMPHENOL CORPORATION | 8.23% | 251.1K | $44.3M | +1.85%(+4.56K) | $68.03(+147.28%) | 2026-06-30 | |
| SYK | STRYKER CORP. | 6.86% | 117.3K | $36.9M | +40.51%(+33.81K) | $315.58(+5.10%) | 2026-06-30 | |
| IDXX | IDEXX LABORATORIES INC | 6.85% | 70.0K | $36.8M | +0.55%(+381) | $461.90(+17.64%) | 2026-06-30 | |
| MA | MASTERCARD INCORPORATED | 6.34% | 66.4K | $34.1M | -4.11%(-2.85K) | $256.07(+121.37%) | 2026-06-30 | |
| META | META PLATFORMS INC. | 4.44% | 42.4K | $23.9M | +8.71%(+3.40K) | $676.85(-14.27%) | 2026-06-30 | |
| EW | EDWARDS LIFESCIENCES CORPORATI | 3.19% | 189.6K | $17.1M | +2.91%(+5.37K) | $77.53(+18.15%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.36% | +45.66% | +7.01% | +40.33% |
| Top 20 Holdings Unweighted | +8.60% | +28.08% | +2.89% | +15.30% |
Manitou Investment Management Ltd. reports $537.92M in US-listed equity holdings across 48 positions in its most recent 13F filing. Its largest disclosed positions are BRK.B (15.7%), GOOGL (15.5%) and AMZN (12.5%). The top 20 holdings account for 99.77% of reported assets. Its disclosed equity book has returned +45.66% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Manitou Investment Management Ltd.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1657428). View Manitou Investment Management Ltd.’s 13F filings on SEC