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Manitou Investment Management Ltd.

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001657428

$537.9M

disclosed book value

48

positions

15.7%

largest position share

Positions, as of 2026-06-30

top 48 of 48 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1BRK/BBERKSHIRE HATHAWAY INC169,256$84.7M15.7%
2GOOGLALPHABET INC.233,923$83.6M15.5%
3AMZNAMAZON.COM, INC.282,939$67.4M12.5%
4MSFTMICROSOFT CORP155,364$58.0M10.8%
5APHAMPHENOL CORPORATION251,122$44.3M8.2%
6SYKSTRYKER CORP.117,276$36.9M6.9%
7IDXXIDEXX LABORATORIES INC69,979$36.8M6.8%
8MAMASTERCARD INCORPORATED66,380$34.1M6.3%
9METAMETA PLATFORMS INC.42,384$23.9M4.4%
10EWEDWARDS LIFESCIENCES CORPORATI189,563$17.1M3.2%
11CRH PLC153,577$16.4M3.1%
12JPMJP MORGAN CHASE & CO41,996$13.7M2.6%
13BNBROOKFIELD CORPORATION126,445$5.4M1%
14ROPROPER TECHNOLOGIES, INC.11,835$4.0M0.7%
15BRK/ABERKSHIRE HATHAWAY INC.4$3.0M0.6%
16VVISA INC COM CL A8,412$2.9M0.5%
17AAPLAPPLE INC.7,322$2.1M0.4%
18DHRDANAHER CORPORATION10,049$1.9M0.4%
19COSTCOSTCO WHOLESALE CORPORATION215$201,1260%
20GOOGALPHABET INC. CLASS C440$155,4650%
21JNJJOHNSON & JOHNSON420$106,6670%
22APAAPA CORPORATION3,130$101,9440%
23WFCWELLS FARGO & COMPANY1,220$100,8210%
24BACBANK OF AMERICA CORP1,725$98,2900%
25USBU.S. BANCORP DEL COMMON NEW1,510$91,2040%
26IBMINTERNATIONAL BUSINESS MACHINE280$78,7390%
27LINDE PLC137$71,0950%
28CATCATERPILLAR INC.65$69,2180%
29WELLWELLTOWER INC.270$61,2820%
30SOBOSOUTH BOW CORP1,700$59,9080%
31CMECME GROUP INC.230$50,7910%
32LLYELI LILLY & CO40$47,9770%
33MMM3M CO COM290$46,9540%
34TJXTHE TJX COMPANIES, INC.278$42,1170%
35FASTFASTENAL CO.784$37,6560%
36FRMOFRMO CORPORATION5,000$33,7500%
37NVONOVO NORDISK A/S643$30,8250%
38WMTWALMART STORES INC255$28,8810%
39WHRWHIRLPOOL CORP559$22,0360%
40NSRGYNestle S.A. - ADR210$21,5650%
41XRAYDENTSPLY SIRONA INC1,451$15,3950%
42PSAPUBLIC STORAGE27$8,5940%
43XOVRERSHARES PRIVATE-PUBLIC CROSSO275$5,7890%
44PENNPENN NATIONAL GAMING, INC.119$2,5420%
45XYZBLOCK, INC.29$2,2040%
46SPORTRADAR GROUP AG125$1,8710%
47COINCOINBASE GLOBAL, INC.12$1,7540%
48TRANSTEL SA COMMON33$330%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.