Manitou Investment Management Ltd.

Q2 2026 13F-HR Holdings

Location
Toronto, A6
Holdings as of
6/30/2026
Date filed
7/7/2026
Form type
13F-HR
Num holdings
48
Total value ($000)
$537,917
Net value change ($000)
+32,322 (6.4%)
New positions
1
Sold out positions
5
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 15,630 23.0%
CRH 14,829 924.5%
APH 13,125 42.1%
MSFT 11,688 25.3%
SYK 9,498 34.6%
AMZN 9,426 16.2%
BRK-B 4,149 5.2%
EW 2,398 16.3%
BN 1,961 57.3%
V 1,681 139.5%
Top Reduces (Value $000, Stocks/ETFs)
ROP -39,231 -90.7%
AAPL -10,269 -82.9%
IDXX -2,266 -5.8%
MKL -2,182 -100.0%
CME -616 -92.4%
MA -497 -1.4%
FRMO -56 -62.2%
HON -37 -100.0%
APA -31 -23.3%
LRLCY -21 -100.0%
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