Manitou Investment Management Ltd.

Q3 2025 13F-HR Holdings

Location
Toronto, A6
Holdings as of
9/30/2025
Date filed
10/17/2025
Form type
13F-HR
Num holdings
57
Total value ($000)
$573,231
Net value change ($000)
+47,407 (9.0%)
New positions
2
Sold out positions
6
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/25/2025 Next filing: 2/10/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 22,221 37.7%
META 11,028 14322.1%
IDXX 9,531 18.6%
APH 7,528 23.1%
AAPL 3,310 21.4%
JPM 2,950 9.0%
BRK-B 1,932 2.3%
MSFT 1,705 3.3%
MKL 1,100 101.9%
AMZN 1,043 2.3%
Top Reduces (Value $000, Stocks/ETFs)
HD -9,541 -38.3%
DHR -2,479 -68.4%
ROP -1,614 -4.2%
SYK -1,399 -7.1%
WBA -476 -100.0%
EW -269 -1.9%
V -93 -6.4%
NKE -63 -100.0%
SHW -62 -100.0%
CME -58 -5.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type