Manitou Investment Management Ltd.

Q3 2026 13F-HR Holdings

Location
Toronto, A6
Holdings as of
9/30/2026
Date filed
10/15/2026
Form type
13F-HR
Num holdings
50
Total value ($000)
$531,716
Net value change ($000)
-6,201 (-1.2%)
New positions
4
Sold out positions
2
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 17,635 30.4%
IDXX 7,621 20.7%
META 3,513 14.7%
MA 1,920 5.6%
CPRT 562 NEW
CRH 442 2.7%
SSNHZ 166 NEW
GOOGL 161 103.9%
APA 28 27.5%
CME 9 17.6%
Top Reduces (Value $000, Stocks/ETFs)
APH -11,784 -26.6%
GOOGL -7,034 -8.4%
BRK-B -4,629 -5.5%
JPM -3,363 -24.5%
BN -3,286 -61.0%
EW -2,359 -13.8%
ROP -1,750 -43.7%
V -1,461 -50.6%
DHR -1,282 -67.0%
SYK -602 -1.6%
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