Manitou Investment Management portfolio
Concentrated managerInvestment firmPortfolio as of Sep 30, 2026 (Q3 2026) · filed with the SEC on Oct 15, 2026 · data updated on Nov 5, 2026 · Q3 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Manitou Investment Management reported a $532M portfolio of 48 companies (50 positions, counting each share class separately) to the SEC as of the end of Q3 2026. Its largest positions are BRK/B, GOOGL, MSFT.
Sections with a free account
What changed this quarter
24 positions with a change (3 new, 4 added to, 15 trimmed, 2 sold); also, 1 entered through an IPO. 10 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- Amphenol−23%fewer sharesReduced8.2% → 6.1%
- Idexx Laboratories+22%more sharesIncreased6.8% → 8.4%
- Berkshire Hathaway−5.0%fewer sharesReduced15.7% → 15.1%
- CRH public+33%more sharesIncreased3.1% → 3.2%
- Microsoft−5.1%fewer sharesReduced10.8% → 14.2%
- Stryker+12%more sharesIncreased6.9% → 6.8%
- Alphabet−0.7 ppof portfolioReduced15.6% → 14.5%
- JPMorgan Chase−25%fewer sharesReduced2.6% → 2.0%
- Meta Platforms−11%fewer sharesReduced4.4% → 5.2%
- Amazon.com−4.5%fewer sharesReduced12.5% → 12.7%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- Berkshire HathawayBRK/B · BRK/A15.6%
- AlphabetGOOGL · GOOG14.5%
- MicrosoftMSFT14.2%
- Amazon.comAMZN12.7%
- Idexx LaboratoriesIDXX8.4%
- StrykerSYK6.8%
- MastercardMA6.8%
- AmphenolAPH6.1%
- Meta PlatformsMETA5.2%
- CRH publicCRH3.2%
- Edwards LifesciencesEW2.8%
- JPMorgan ChaseJPM2.0%
- Roper TechnologiesROP0.4%
- BrookfieldBN0.4%
- AppleAAPL0.3%
“Since”: first quarter of the current run, unbroken until today. In the details, prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.
Portfolio by sector
- ● Financials 25%
- ● Information Technology 21%
- ● Communication Services 20%
- ● Health Care 18%
- ● Consumer Discretionary 13%
- ● Materials 3%
How its portfolio changed (8 quarters)
Q3 2026: 50
Q3 2026: 93%
Q3 2026: 5.5%
Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Investment firm, per its Form ADV of Mar 30, 2026 (medium confidence).
The data, as reported: MANITOU INVESTMENT MANAGEMENT LTD. (CRD 319213): 5.D assets by client type: high net worth 53%, pooled vehicles 33% (of $2.4 bn); 5.F 1492 accounts, 0% non-discretionary; 5.D 463 clients, 437 individuals; no financial planning, adviser selection or non-discretionary assets: discretionary accounts
The type comes from a rule applied to that data. If it looks wrong, tell us.
Similar managers by type and size
Same type of filer and a 13F portfolio value between a third and three times this one. It is not a comparison of what they hold.
- 12 West Capital ManagementInvestment firm · $535M
- Webs Creek Capital ManagementInvestment firm · $528M
- Unio CapitalInvestment firm · $526M
- Artia Global PartnersInvestment firm · $526M
- DAFNA Capital ManagementInvestment firm · $524M
- Stieven Capital AdvisorsInvestment firm · $524M