Holdings of Manitou Investment Management Ltd.
46 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 90 % of the equity sleeve
Sector breakdown
- Financials 26.6 %
- Communication 18.1 %
- Technology 18.0 %
- Health care 16.5 %
- Consumer discretionary 11.6 %
- Industrials 8.7 %
- Consumer staples 0.1 %
- Unattributed 0.5 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
- DK 0.0 %
- FR 0.0 %
- CH 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 43 | 500.3M $ | 99.98 % |
| 2 | DK | 1 | 42.6K $ | 0.01 % |
| 3 | FR | 1 | 21K $ | 0.00 % |
| 4 | CH | 1 | 20.8K $ | 0.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Berkshire Hathaway Inc | 168,083 | 80.5M $ | |
| 2 | Alphabet Inc | 236,358 | 68M $ | |
| 3 | Amazon.com Inc | 278,535 | 58M $ | |
| 4 | Microsoft Corp | 124,986 | 46.3M $ | |
| 5 | Roper Technologies Inc | 122,183 | 43.2M $ | |
| 6 | IDEXX Laboratories Inc | 69,598 | 39.1M $ | |
| 7 | Mastercard Inc | 69,227 | 34.6M $ | |
| 8 | Amphenol Corp | 246,560 | 31.2M $ | |
| 9 | Stryker Corp | 83,464 | 27.4M $ | |
| 10 | Meta Platforms Inc | 38,989 | 22.3M $ | |
| 11 | Edwards Lifesciences Corp | 184,195 | 14.8M $ | |
| 12 | JPMorgan Chase & Co | 44,674 | 13.1M $ | |
| 13 | Apple Inc | 48,812 | 12.4M $ | |
| 14 | Berkshire Hathaway Inc | 4 | 2.9M $ | |
| 15 | Markel Group Inc | 1,140 | 2.2M $ | |
| 16 | Visa Inc | 3,986 | 1.2M $ | |
| 17 | Danaher Corp | 5,704 | 1.1M $ | |
| 18 | CME Group Inc | 2,259 | 667.2K $ | |
| 19 | Costco Wholesale Corp | 215 | 214.2K $ | |
| 20 | Alphabet Inc | 580 | 166.4K $ | |
| 21 | APA Corp | 3,130 | 132.8K $ | |
| 22 | Johnson & Johnson | 420 | 102.7K $ | |
| 23 | Wells Fargo & Co | 1,220 | 97.1K $ | |
| 24 | FRMO CORP | 11,500 | 89.5K $ | |
| 25 | Bank of America Corp | 1,725 | 84.1K $ | |
| 26 | US Bancorp | 1,510 | 78.5K $ | |
| 27 | International Business Machines Corp. | 280 | 67.9K $ | |
| 28 | Welltower Inc | 270 | 53.4K $ | |
| 29 | Caterpillar Inc | 65 | 46.1K $ | |
| 30 | TJX Cos Inc/The | 278 | 44.4K $ | |
| 31 | Novo Nordisk A/S | 1,159 | 42.6K $ | |
| 32 | 3M Co | 290 | 42.1K $ | |
| 33 | Honeywell International Inc | 165 | 37.3K $ | |
| 34 | Eli Lilly & Co | 40 | 36.8K $ | |
| 35 | Fastenal Co | 784 | 36.4K $ | |
| 36 | Walmart Inc | 255 | 31.7K $ | |
| 37 | Whirlpool Corp | 559 | 30.1K $ | |
| 38 | L'Oreal SA | 256 | 21K $ | |
| 39 | Nestle SA | 210 | 20.8K $ | |
| 40 | Watsco Inc | 50 | 18.2K $ | |
| 41 | DENTSPLY SIRONA Inc | 1,451 | 16.8K $ | |
| 42 | Lululemon Athletica Inc | 85 | 13K $ | |
| 43 | Public Storage | 27 | 7.3K $ | |
| 44 | Coinbase Global Inc | 12 | 2.1K $ | |
| 45 | Penn Entertainment Inc | 119 | 1.8K $ | |
| 46 | Block Inc | 29 | 1.7K $ | |