Manitou Investment Management Ltd.

Fundamental concentrated ★Highest signal CIK 1657428
League rank
#657
in Fundamental concentrated · #4217 overall
Long book
$505.6M
Q1 2026
Positions
52
Top-10 weight
89%
concentration
Last quarter
+11.1%
SPY +14.8%
Turnover
11%
of book per quarter

Strategy in plain words

auto-generated from filings

Manitou Investment Management Ltd. is a concentrated fundamental stock-picker, running a $505.6M US long book across 52 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years. Current anchor positions: BERKSHIRE HATHAWAY INC-CL B, ALPHABET INC-CL A, AMAZON.COM INC, MICROSOFT CORP, ROPER TECHNOLOGIES INC.

Over the last 9 quarters its long book ran on average 1.5pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. We rate its filings highest-signal: new buys here are worth attention.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
-0.9%
Q2 2024
+7.7%
Q3 2024
+0.4%
Q4 2024
-2.4%
Q1 2025
+7.8%
Q2 2025
+9.7%
Q3 2025
+4.6%
Q4 2025
-10.7%
Q1 2026
+11.1%

Sector allocation

Technology
44%
Financials
20%
Consumer discretionary
12%
Healthcare
8%
Materials
8%
Services media
7%
Real estate
1%
Industrials
0%

Long book by quarter

$499.4M
Q1 2024
$447.0M
Q2 2024
$525.7M
Q3 2024
$506.2M
Q4 2024
$514.4M
Q1 2025
$525.8M
Q2 2025
$573.2M
Q3 2025
$570.7M
Q4 2025
$505.6M
Q1 2026

What does Manitou Investment own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
BRK/B BERKSHIRE HATHAWAY INC-CL BFinancials168.1K$80.5M15.9%-0.5%
GOOGL ALPHABET INC-CL ATechnology236.4K$68.0M13.4%-16.3%
AMZN AMAZON.COM INCConsumer discretionary278.5K$58.0M11.5%+28.1%
MSFT MICROSOFT CORPTechnology125.0K$46.3M9.2%+22.1%
ROP ROPER TECHNOLOGIES INCTechnology122.2K$43.2M8.6%+52.4%
IDXX IDEXX LABORATORIES INCMaterials69.6K$39.1M7.7%+0.9%
MA MASTERCARD INC - AServices media69.2K$34.6M6.8%-0.5%
APH AMPHENOL CORP-CL ATechnology246.6K$31.2M6.2%-17.1%
SYK STRYKER CORPHealthcare83.5K$27.4M5.4%+0.4%
META META PLATFORMS INC-CLASS ATechnology39.0K$22.3M4.4%+42.1%
EW EDWARDS LIFESCIENCES CORPHealthcare184.2K$14.8M2.9%-0.3%
JPM JPMORGAN CHASE & COFinancials44.7K$13.1M2.6%-60.2%
AAPL APPLE INCTechnology48.8K$12.4M2.5%-33.0%
BN BROOKFIELD CORPReal estate84.6K$3.4M0.7%+0.1%
BRK/A BERKSHIRE HATHAWAY INC-CL AFinancials4$2.9M0.6%Held
MKL MARKEL GROUP INCFinancials1.1K$2.2M0.4%Held
CRH CRH PLCIndustrials15.3K$1.6M0.3%+16.5%
V VISA INC-CLASS A SHARESServices media4.0K$1.2M0.2%Held
DHR DANAHER CORPTechnology5.7K$1.1M0.2%-1.4%
CME CME GROUP INCFinancials2.3K$667K0.1%-42.3%
COST COSTCO WHOLESALE CORPConsumer discretionary215$214K0.0%Held
GOOG ALPHABET INC-CL CTechnology580$166K0.0%-27.5%
APA APA CORPEnergy3.1K$133K0.0%Held
JNJ JOHNSON & JOHNSONHealthcare420$103K0.0%Held
WFC WELLS FARGO & COFinancials1.2K$97K0.0%Held
FRMO FRMO CORP11.5K$90K0.0%Held
BAC BANK OF AMERICA CORPFinancials1.7K$84K0.0%Held
USB US BANCORPFinancials1.5K$79K0.0%Held
LIN LINDE PLCMaterials157$78K0.0%Held
IBM INTL BUSINESS MACHINES CORPTechnology280$68K0.0%Held
SOBO SOUTH BOW CORPEnergy1.7K$57K0.0%Held
CAT CATERPILLAR INCIndustrials65$46K0.0%Held
TJX TJX COMPANIES INCConsumer discretionary278$44K0.0%Held
MMM 3M COHealthcare290$42K0.0%Held
HON HONEYWELL INTERNATIONAL INCIndustrials165$37K0.0%Held
LLY ELI LILLY & COHealthcare40$37K0.0%Held
FAST FASTENAL COConsumer discretionary784$36K0.0%Held
WMT WALMART INCConsumer discretionary255$32K0.0%Held
WHR WHIRLPOOL CORPIndustrials559$30K0.0%Held
WSO WATSCO INCConsumer discretionary50$18K0.0%Held
XRAY DENTSPLY SIRONA INCHealthcare1.5K$17K0.0%Held
LULU LULULEMON ATHLETICA INCOther85$13K0.0%Held
COIN COINBASE GLOBAL INC -CLASS AFinancials12$2K0.0%Held
SRAD SPORTRADAR GROUP AG-ATechnology125$2K0.0%New
PENN PENN ENTERTAINMENT INCServices media119$2K0.0%Held
XYZ BLOCK INCTechnology29$2K0.0%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRApr 20, 202652$505.6M canonicalSEC ↗
Q4 202513F-HRFeb 10, 202656$570.7M canonicalSEC ↗
Q3 202513F-HROct 17, 202557$573.2M canonicalSEC ↗
Q2 202513F-HRJul 25, 202561$525.8M canonicalSEC ↗
Q1 202513F-HRApr 15, 202566$514.4M canonicalSEC ↗
Q4 202413F-HRJan 21, 202555$506.2M canonicalSEC ↗
Q3 202413F-HROct 28, 202455$525.7M canonicalSEC ↗
Q2 202413F-HRJul 19, 202455$447.0M canonicalSEC ↗
Q1 202413F-HRMay 15, 202454$499.4M canonicalSEC ↗