Manitou Investment Management Ltd.

Q1 2026 13F-HR Holdings

Location
Toronto, A6
Holdings as of
3/31/2026
Date filed
4/20/2026
Form type
13F-HR
Num holdings
52
Total value ($000)
$505,595
Net value change ($000)
-65,131 (-11.4%)
New positions
1
Sold out positions
5
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
AMZN 7,835 15.6%
ROP 7,552 21.2%
META 4,194 23.2%
APA 56 72.7%
COST 29 15.7%
JNJ 16 18.4%
LIN 11 16.4%
SOBO 10 21.3%
CAT 9 24.3%
FRMO 6 7.1%
Top Reduces (Value $000, Stocks/ETFs)
JPM -23,020 -63.7%
GOOGL -20,399 -23.1%
APH -9,034 -22.5%
IDXX -7,569 -16.2%
AAPL -7,406 -37.4%
MA -5,123 -12.9%
BRK-B -4,403 -5.2%
MSFT -3,224 -6.5%
SYK -1,779 -6.1%
EW -999 -6.3%
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