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Manitou Investment Management Ltd. Top Holdings and 13F Report (2025)

About Manitou Investment Management Ltd.

Investment Activity

  • Manitou Investment Management Ltd. has $514.43 million in total holdings as of March 31, 2025.
  • Manitou Investment Management Ltd. owns shares of 66 different stocks, but just 11 companies or ETFs make up 80% of its holdings.
  • Approximately 7.45% of the portfolio was purchased this quarter.
  • About 3.26% of the portfolio was sold this quarter.
  • This quarter, Manitou Investment Management Ltd. has purchased 55 new stocks and bought additional shares in 22 stocks.
  • Manitou Investment Management Ltd. sold shares of 6 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Berkshire Hathaway
$89,288,102
Alphabet
$51,978,679
Amazon.com
$40,394,101
Roper Technologies
$40,185,773
Microsoft
$39,056,702

Largest New Holdings this Quarter

570535104 - Markel Group
$729,148 Holding
30262F205 - FRMO
$94,530 Holding
949746101 - Wells Fargo & Company
$87,584 Holding
459200101 - International Business Machines
$69,625 Holding
03743Q108 - APA
$65,793 Holding

Largest Purchases this Quarter

Alphabet
45,153 shares (about $6.98M)
Amphenol
99,398 shares (about $6.52M)
NIKE
86,792 shares (about $5.51M)
Berkshire Hathaway
7,273 shares (about $3.87M)
Amazon.com
19,859 shares (about $3.78M)

Largest Sales this Quarter

Apple
50,175 shares (about $11.15M)
Microsoft
9,795 shares (about $3.68M)
Home Depot
4,874 shares (about $1.79M)
SAAB AB
1,650 shares (about $32.46K)
Rheinmetall
100 shares (about $28.62K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofManitou Investment Management Ltd.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$89,288,102$3,873,454 4.5%167,65217.4%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$51,978,679$6,982,460 15.5%336,12710.1%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$40,394,101$3,778,373 10.3%212,3107.9%Retail/Wholesale
Roper Technologies, Inc. stock logo
ROP
Roper Technologies
$40,185,773$1,660,847 4.3%68,1607.8%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$39,056,702$3,676,945 -8.6%104,0437.6%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$38,633,690$1,398,254 3.8%70,4847.5%Business Services
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$27,531,491$227,393 0.8%112,2365.4%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$25,305,402$1,786,272 -6.6%69,0484.9%Retail/Wholesale
IDEXX Laboratories, Inc. stock logo
IDXX
IDEXX Laboratories
$23,623,867$1,701,637 7.8%56,2544.6%Medical
Amphenol Co. stock logo
APH
Amphenol
$21,812,807$6,519,515 42.6%332,5634.2%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$20,139,416$11,145,373 -35.6%90,6653.9%Computer and Technology
Danaher Co. stock logo
DHR
Danaher
$19,870,855$870,430 4.6%96,9313.9%Medical
Stryker Co. stock logo
SYK
Stryker
$18,594,632$682,707 3.8%49,9523.6%Medical
Edwards Lifesciences Co. stock logo
EW
Edwards Lifesciences
$13,746,267$739,658 5.7%189,6562.7%Medical
Brown-Forman Co. stock logo
BF.B
Brown-Forman
$13,002,550$942,480 7.8%383,1042.5%Consumer Staples
NIKE, Inc. stock logo
NKE
NIKE
$9,504,099$5,509,556 137.9%149,7181.8%Consumer Discretionary
Diageo plc stock logo
DEO
Diageo
$8,875,7130.0%84,7001.7%Consumer Staples
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$3,193,7660.0%40.6%Finance
Brookfield Co. stock logo
BN
Brookfield
$2,830,454$1,081,742 61.9%54,0060.6%Finance
Visa Inc. stock logo
V
Visa
$1,434,783$287,027 25.0%4,0940.3%Business Services
CRH PLC
$1,205,541$220,013 22.3%13,7040.2%COM
CME Group Inc. stock logo
CME
CME Group
$1,087,158$248,842 29.7%4,0980.2%Finance
Markel Group Inc. stock logo
MKL
Markel Group
$729,148$729,148 New Holding3900.1%Multi-Sector Conglomerates
Walgreens Boots Alliance, Inc. stock logo
WBA
Walgreens Boots Alliance
$463,287$16,487 3.7%41,4760.1%Retail/Wholesale
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$231,716$118,222 104.2%2450.0%Retail/Wholesale
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$160,699$69,653 76.5%9690.0%Medical
Alphabet Inc. stock logo
GOOG
Alphabet
$124,984$28,121 29.0%8000.0%Computer and Technology
FRMO Co. stock logo
FRMO
FRMO
$94,530$94,530 New Holding11,5000.0%Financial Services
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$87,584$87,584 New Holding1,2200.0%Finance
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$80,4810.0%1,1590.0%Medical
LINDE PLC
$73,105$34,923 91.5%1570.0%COM
Bank of America Co. stock logo
BAC
Bank of America
$71,9840.0%1,7250.0%Finance
International Business Machines Co. stock logo
IBM
International Business Machines
$69,625$69,625 New Holding2800.0%Computer and Technology
Lululemon Athletica Inc. stock logo
LULU
Lululemon Athletica
$69,3500.0%2450.0%Consumer Discretionary
APA Co. stock logo
APA
APA
$65,793$65,793 New Holding3,1300.0%Energy
U.S. Bancorp stock logo
USB
U.S. Bancorp
$63,752$63,752 New Holding1,5100.0%Finance
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$63,2030.0%1810.0%Basic Materials
Meta Platforms, Inc. stock logo
META
Meta Platforms
$60,518$60,518 New Holding1050.0%Computer and Technology
Whirlpool Co. stock logo
WHR
Whirlpool
$50,383$50,383 New Holding5590.0%Consumer Discretionary
Enbridge Inc. stock logo
ENB
Enbridge
$44,3100.0%1,0000.0%Energy
SOUTH BOW CORP
$43,3840.0%1,7000.0%COM
3M stock logo
MMM
3M
$42,589$42,589 New Holding2900.0%Multi-Sector Conglomerates
Welltower Inc. stock logo
WELL
Welltower
$41,3670.0%2700.0%Finance
Honeywell International Inc. stock logo
HON
Honeywell International
$34,9390.0%1650.0%Multi-Sector Conglomerates
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$33,8600.0%2780.0%Retail/Wholesale
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$33,0360.0%400.0%Medical
SAAB AB
$32,455$32,455 -50.0%1,6500.0%COM
Fastenal stock logo
FAST
Fastenal
$30,4000.0%3920.0%Retail/Wholesale
Rheinmetall AG stock logo
RNMBY
Rheinmetall
$28,617$28,617 -50.0%1000.0%Industrials
The Estée Lauder Companies Inc. stock logo
EL
Estée Lauder Companies
$27,9840.0%4240.0%Consumer Staples
Watsco, Inc. stock logo
WSO
Watsco
$25,415$25,415 New Holding500.0%Construction
Walmart Inc. stock logo
WMT
Walmart
$22,386$22,386 New Holding2550.0%Retail/Wholesale
DENTSPLY SIRONA Inc. stock logo
XRAY
DENTSPLY SIRONA
$21,678$21,678 New Holding1,4510.0%Medical
Caterpillar Inc. stock logo
CAT
Caterpillar
$21,4370.0%650.0%Industrials
KONGSBERG GRUPPEN ASA ADR
$21,357$21,430 -50.1%2920.0%COM
Nestlé S.A. stock logo
NSRGY
Nestlé
$21,2460.0%2100.0%Consumer Staples
L'Oréal S.A. stock logo
LRLCY
L'Oréal
$19,0360.0%2560.0%Consumer Staples
adidas AG stock logo
ADDYY
adidas
$15,3360.0%1300.0%Consumer Discretionary
Public Storage stock logo
PSA
Public Storage
$8,0810.0%270.0%Finance
Electronic Arts Inc. stock logo
EA
Electronic Arts
$2,7460.0%190.0%Consumer Discretionary
PENN Entertainment, Inc. stock logo
PENN
PENN Entertainment
$1,9410.0%1190.0%Consumer Discretionary
Enovix Co. stock logo
ENVX
Enovix
$1,0280.0%1400.0%Energy
Resideo Technologies, Inc. stock logo
REZI
Resideo Technologies
$4780.0%270.0%Industrials
Westinghouse Air Brake Technologies Co. stock logo
WAB
Westinghouse Air Brake Technologies
$1810.0%10.0%Transportation
Garrett Motion Inc. stock logo
GTX
Garrett Motion
$1340.0%160.0%Auto/Tires/Trucks
TRANSTEL SA COMMON
$00.0%330.0%COM
Capital One Financial Co. stock logo
COF
Capital One Financial
$0$89,160 -100.0%00.0%Finance

Showing largest 100 holdings. View all holdings.
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