Manitou Investment Management Ltd.
•CIK: 1657428•Filing: Q4 2025
**Manitou Investment Management Ltd.** is a sophisticated multi-strategy manager overseeing $571M in assets. The fund maintains a concentrated portfolio of 56 positions, demonstrating conviction in large-cap technology and financial sectors. Top holdings include a significant allocation to GOOGL at $88.4M and BRK/B at $84.9M, complemented by substantial positions in AMZN ($50.2M) and MSFT ($49.5M). This structure indicates a core focus on established market leaders across diverse, high-conviction names.
Total AUM
$570.7M
QoQ Performance
-0.4%
Positions
56
Top 10 Concentration
87.7%
Latest Filing
Q4 2025
Top Holdings Allocation
GOOGL
BRK/B
AMZN
MSFT
IDXX
APH
MA
JPM
GOOGL15.5%
BRK/B14.9%
AMZN8.8%
MSFT8.7%
IDXX8.2%
APH7.0%
MA7.0%
JPM6.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology30.9%
Other30.1%
Financial29.7%
Consumer8.8%
Materials0.3%
Healthcare0.3%
Industrial0.0%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
↑7 increased
↓8 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023