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Manitou Investment Management Ltd.

All holdings · as of Dec 31, 2025

56 positions

CompanyClassValueShares% of portfolio
TRANSTEL SA COMMON—$33330.0%
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP—$21310.0%
Garrett Motion Inc.GTXCommon Stock$279160.0%
RESIDEO TECHNOLOGIES, INC.—$948270.0%
Enovix Corp—$1.0K1400.0%
PENN Entertainment, Inc.—$1.8K1190.0%
Block, Inc.—$1.9K290.0%
Coinbase Global, Inc.—$2.7K120.0%
ELECTRONIC ARTS INC.—$3.9K190.0%
Public Storage—$7.0K270.0%
DENTSPLY SIRONA Inc.—$16.6K1,4510.0%
Watsco, Inc.—$16.8K500.0%
Lululemon Athletica Inc—$17.7K850.0%
Nestle S.A. - ADR—$20.7K2100.0%
L'Oreal S.A. - ADR—$21.9K2560.0%
Walmart Inc.—$28.4K2550.0%
Fastenal Co—$31.5K7840.0%
HONEYWELL INTERNATIONAL INC—$32.2K1650.0%
CATERPILLAR INC—$37.2K650.0%
Whirlpool Corp—$40.3K5590.0%
TJX Cos Inc/The—$42.7K2780.0%
ELI LILLY & Co—$43.0K400.0%
3M CO—$46.4K2900.0%
SOUTH BOW CORP—$46.7K1,7000.0%
Welltower, Inc.—$50.1K2700.0%
NOVO NORDISK A/S—$59.0K1,1590.0%
LINDE PLC—$66.9K1570.0%
APA Corp—$76.6K3,1300.0%
US BANCORP \DE—$80.6K1,5100.0%
INTERNATIONAL BUSINESS MACHINES CORP—$82.9K2800.0%
FRMO CORPORATION—$84.0K11,5000.0%
JOHNSON & JOHNSON—$86.9K4200.0%
BANK OF AMERICA CORP /DE—$94.9K1,7250.0%
WELLS FARGO & COMPANY/MN—$113.7K1,2200.0%
COSTCO WHOLESALE CORP /NEW—$185.4K2150.0%
Alphabet Inc.—$251.0K8000.0%
CME Group Inc—$1.07M3,9150.2%
DANAHER CORP /DE—$1.32M5,7850.2%
Visa Inc—$1.40M3,9860.2%
CRH PUBLIC LTD CO—$1.63M13,0960.3%
Markel Group Inc—$2.45M1,1400.4%
BERKSHIRE HATHAWAY INC.—$3.02M40.5%
BROOKFIELD CORPORATION—$3.88M84,5030.7%
Edwards Lifesciences Corp—$15.75M184,7412.8%
Meta Platforms Inc—$18.11M27,4403.2%
Apple Inc.—$19.79M72,8113.5%
STRYKER CORP—$29.20M83,0915.1%
ROPER TECHNOLOGIES INC—$35.68M80,1666.3%
JPMORGAN CHASE & CO—$36.16M112,2246.3%
Mastercard Inc—$39.71M69,5647.0%
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