Manitou Investment Management Ltd.

Q4 2025 13F-HR Holdings

Location
Toronto, A6
Holdings as of
12/31/2025
Date filed
2/10/2026
Form type
13F-HR
Num holdings
56
Total value ($000)
$570,726
Net value change ($000)
-2,505 (-0.4%)
New positions
0
Sold out positions
1
Turnover %
2.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/17/2025 Next filing: 4/20/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
SYK 10,775 58.5%
GOOGL 7,231 8.9%
META 7,008 63.1%
AMZN 2,864 6.1%
EW 1,498 10.5%
AAPL 1,050 5.6%
JPM 585 1.6%
MKL 272 12.5%
DHR 177 15.4%
APH 103 0.3%
Top Reduces (Value $000, Stocks/ETFs)
HD -15,344 -100.0%
IDXX -14,069 -23.2%
MSFT -3,698 -7.0%
ROP -1,054 -2.9%
JNJ -93 -51.7%
MA -28 -0.1%
FRMO -17 -16.8%
COST -14 -7.0%
LIN -8 -10.7%
FAST -7 -18.4%
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