Manitou Investment Management Ltd. Portfolio Holdings

Manitou Investment Management Ltd.

  • $521 Million
  • Q2 2025

Manitou Investment Management Ltd. has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $521 Million distributed in 61 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $83M, Alphabet Inc. with a value of $58.9M, Microsoft Corp with a value of $51.5M, Idexx Laboratories Inc with a value of $51.2M, and Amazon Com Inc with a value of $46.3M.

Examining the 13F form we can see an increase of $25M in the current position value, from $496M to 521M.

Manitou Investment Management Ltd. is based out at Toronto, A6

Below you can find more details about Manitou Investment Management Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $521 Million
Financial Services: $162 Million
Technology: $99.6 Million
Healthcare: $89.9 Million
Consumer Cyclical: $71.3 Million
Communication Services: $59.1 Million
Industrials: $38.5 Million
Consumer Defensive: $341,000
Basic Materials: $62,000
Other: $105,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$611B
$83 Million 15.93% of portfolio
170,817
Q2 2025 Added 1.89%
$1.16T
$58.9 Million 11.31% of portfolio
334,303
Q2 2025 Reduced 0.54%
$3.93T
$51.5 Million 9.88% of portfolio
103,502
Q2 2025 Reduced 0.52%
$53.4B
$51.2 Million 9.83% of portfolio
95,487
Q2 2025 Added 69.74%
$2.18T
$46.3 Million 8.88% of portfolio
210,896
Q2 2025 Reduced 0.67%
$540B
$39.4 Million 7.56% of portfolio
70,106
Q2 2025 Reduced 0.54%
$57B
$38.4 Million 7.36% of portfolio
67,659
Q2 2025 Reduced 0.74%
$855B
$32.6 Million 6.26% of portfolio
112,538
Q2 2025 Added 0.27%
$64.2B
$32.6 Million 6.25% of portfolio
329,681
Q2 2025 Reduced 0.87%
$395B
$24.9 Million 4.78% of portfolio
67,873
Q2 2025 Reduced 1.7%
$144B
$19.8 Million 3.81% of portfolio
50,118
Q2 2025 Added 0.33%
$3.26T
$15.4 Million 2.96% of portfolio
75,226
Q2 2025 Reduced 17.03%
$49B
$14.5 Million 2.79% of portfolio
185,652
Q2 2025 Reduced 2.11%
$145B
$3.63 Million 0.7% of portfolio
18,357
Q2 2025 Reduced 81.06%
$417B
$2.92 Million 0.56% of portfolio
4
Q4 2020 Reduced 60.0%
$552B
$1.45 Million 0.28% of portfolio
4,094
Q1 2025 Added 25.01%
$26.2B
$1.08 Million 0.21% of portfolio
540
Q2 2025 Added 38.46%
$10.1B
$476,000 0.09% of portfolio
41,476
Q1 2025 Added 3.69%
$418B
$242,000 0.05% of portfolio
245
Q1 2025 Added 104.17%
$446B
$148,000 0.03% of portfolio
969
Q1 2025 Added 76.5%
$1.19T
$141,000 0.03% of portfolio
800
Q1 2025 Added 29.03%
$225B
$82,000 0.02% of portfolio
280
Q1 2025 New
$366B
$81,000 0.02% of portfolio
1,725
Q2 2024 Reduced 48.89%
$107B
$79,000 0.02% of portfolio
1,159
Q2 2024 Reduced 11.93%
$0
$97,000 0.02% of portfolio
11,500
Q1 2025 New
$296B
$97,000 0.02% of portfolio
1,220
Q1 2025 New
$6.07B
$57,000 0.01% of portfolio
3,130
Q1 2025 New
$4.61B
$56,000 0.01% of portfolio
559
Q1 2025 New
$83B
$44,000 0.01% of portfolio
290
Q1 2025 New
$728B
$31,000 0.01% of portfolio
40
Q3 2023 New
$78.6B
$41,000 0.01% of portfolio
270
Q1 2023 New
$1.72T
$77,000 0.01% of portfolio
105
Q1 2025 New
$26B
$32,000 0.01% of portfolio
784
Q2 2025 Added 100.0%
$150B
$34,000 0.01% of portfolio
278
Q1 2023 New
$66.2B
$68,000 0.01% of portfolio
1,510
Q1 2025 New
$149B
$38,000 0.01% of portfolio
165
Q1 2023 New
$91.2B
$62,000 0.01% of portfolio
181
Q3 2024 Reduced 99.69%
$93.7B
$63,000 0.01% of portfolio
890
Q2 2025 Reduced 99.41%
$21.1B
$34,000 0.01% of portfolio
424
Q4 2024 Reduced 99.81%
Linde PLC
-
$0 0.0% of portfolio
-
Q1 2025 Added 91.46%
$229B
$25,000 0.0% of portfolio
65
Q3 2023 New
$34.4B
$0 0.0% of portfolio
1
Q1 2023 New
$49.5B
$7,000 0.0% of portfolio
27
Q1 2023 New
$270B
$24,000 0.0% of portfolio
255
Q1 2025 New
$14.2B
$22,000 0.0% of portfolio
50
Q1 2025 New
South Bow Corp
-
$0 0.0% of portfolio
-
Q4 2024 New
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 99.44%
$1.77B
$1,000 0.0% of portfolio
140
Q1 2023 New
$23.9B
$20,000 0.0% of portfolio
85
Q2 2025 Reduced 65.31%

Summary

  • Portfolio
  • No. of Stocks 61
  • Current Value $521 Million
  • Prior Value $496 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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