Manitou Investment Management Ltd. Concentrated Active

CIK: 0001657428 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 8, 2021

Total Value ($000): $546,594 (100.0% shares, 0.0% debt)

Holdings (46)

BRK/B BERKSHIRE HATHAWAY INC 11.0%
Value ($000) $60,290 Shares 220,891 Est. Cost $195.27 Unrealized +43.8%
GOOGL ALPHABET INC. 8.9%
Value ($000) $48,594 Shares 18,176 Est. Cost $53.49 Unrealized +152.5%
MSFT MICROSOFT CORP 8.1%
Value ($000) $44,173 Shares 156,685 Est. Cost $62.34 Unrealized +350.3%
BROOKFIELD ASSET MANAGEMENT IN 6.9%
Value ($000) $37,476 Shares 699,564 Est. Cost $40.24 Unrealized
XRAY DENTSPLY SIRONA INC 6.3%
Value ($000) $34,682 Shares 597,449 Est. Cost $44.56 Unrealized +38.3%
JNJ JOHNSON & JOHNSON 4.5%
Value ($000) $24,351 Shares 150,781 Est. Cost $102.59 Unrealized +46.5%
JPM JP MORGAN CHASE & CO 4.4%
Value ($000) $24,307 Shares 148,494 Est. Cost $90.94 Unrealized +54.3%
WFC WELLS FARGO & COMPANY 4.2%
Value ($000) $22,804 Shares 491,364 Est. Cost $32.35 Unrealized +28.6%
RY ROYAL BANK OF CANADA 4.2%
Value ($000) $22,743 Shares 228,610 Est. Cost $79.25 Unrealized +28.6%
AAPL APPLE INC. 4.1%
Value ($000) $22,271 Shares 157,394 Est. Cost $83.17 Unrealized +73.0%
APA APA CORPORATION 3.5%
Value ($000) $19,278 Shares 899,576 Est. Cost $16.01 Unrealized +5.0%
MMM 3M CO COM 2.9%
Value ($000) $15,926 Shares 90,790 Est. Cost $124.80 Unrealized +10.0%
CMCSA COMCAST CORPORATION 2.9%
Value ($000) $15,861 Shares 283,584 Est. Cost $46.18 Unrealized +11.3%
USB U.S. BANCORP DEL COMMON NEW 2.9%
Value ($000) $15,849 Shares 266,645 Est. Cost $36.90 Unrealized +26.4%
SHW THE SHERWIN-WILLIAMS COMPANY 2.8%
Value ($000) $15,385 Shares 55,000 Est. Cost $281.41 Unrealized 0.0%
HD HOME DEPOT 2.8%
Value ($000) $15,338 Shares 46,726 Est. Cost $191.89 Unrealized +53.5%
DIS WALT DISNEY COMPANY 2.7%
Value ($000) $14,545 Shares 85,980 Est. Cost $126.07 Unrealized +38.1%
SHOP SHOPIFY INC. 2.6%
Value ($000) $14,101 Shares 10,395 Est. Cost $100.48 Unrealized +49.1%
NKE NIKE CLASS B 2.5%
Value ($000) $13,722 Shares 94,485 Est. Cost $136.05 Unrealized +12.1%
MA MASTERCARD INCORPORATED 2.4%
Value ($000) $13,084 Shares 37,632 Est. Cost $110.89 Unrealized +219.9%
DEO DIAGEO PLC ADR 2.0%
Value ($000) $11,175 Shares 57,900 Est. Cost $130.55 Unrealized
CNQ CANADIAN NATURAL RESOURCES LIM 0.8%
Value ($000) $4,634 Shares 126,754 Est. Cost $8.70 Unrealized +54.6%
BNS THE BANK NOVA SCOTIA 0.7%
Value ($000) $4,025 Shares 65,407 Est. Cost $35.85 Unrealized +37.9%
DHR DANAHER CORPORATION 0.7%
Value ($000) $3,561 Shares 11,698 Est. Cost $154.06 Unrealized +73.2%
SU SUNCOR ENERGY INC. 0.4%
Value ($000) $2,327 Shares 112,249 Est. Cost $12.26 Unrealized +36.8%
THOMSON REUTERS CORP 0.4%
Value ($000) $2,081 Shares 18,822 Est. Cost $77.47 Unrealized
BMO BANK OF MONTREAL 0.4%
Value ($000) $2,037 Shares 20,410 Est. Cost $44.79 Unrealized +87.4%
ENB ENBRIDGE INC 0.4%
Value ($000) $1,925 Shares 48,325 Est. Cost $21.91 Unrealized +35.5%
WALGREENS BOOTS ALLIANCE, INC. 0.3%
Value ($000) $1,882 Shares 40,000 Est. Cost $75.07 Unrealized
TD THE TORONTO DOMINION BANK 0.3%
Value ($000) $1,825 Shares 27,570 Est. Cost $51.68 Unrealized +29.0%
META META PLATFORMS INC. 0.3%
Value ($000) $1,707 Shares 5,030 Est. Cost $195.23 Unrealized +83.2%
BRK/A BERKSHIRE HATHAWAY INC. 0.3%
Value ($000) $1,646 Shares 4 Est. Cost $206031.66 Unrealized +105.1%
CNI CANADIAN NATIONAL RAILWAY COMP 0.3%
Value ($000) $1,611 Shares 13,904 Est. Cost $96.05 Unrealized +5.7%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.3%
Value ($000) $1,484 Shares 20,004 Est. Cost $60.77 Unrealized +13.3%
RCI ROGERS COMM INC CL B NV 0.2%
Value ($000) $1,232 Shares 26,390 Est. Cost $45.37 Unrealized +11.0%
BUD ANHEUSER-BUSCH INBEV SA/NV ADR 0.2%
Value ($000) $1,173 Shares 20,811 Est. Cost $73.41 Unrealized
SAPGF SAP SE 0.2%
Value ($000) $1,162 Shares 8,580 Est. Cost $130.13 Unrealized +11.3%
BROOKFIELD ASSET MANAGEMENT RE 0.2%
Value ($000) $1,154 Shares 20,817 Est. Cost $54.86 Unrealized
V VISA INC COM CL A 0.2%
Value ($000) $1,067 Shares 4,788 Est. Cost $142.41 Unrealized +59.4%
CME CME GROUP INC. 0.2%
Value ($000) $1,062 Shares 5,490 Est. Cost $138.58 Unrealized +22.1%
DGEAF DIAGEO PLC 0.2%
Value ($000) $1,060 Shares 21,800 Est. Cost $33.62 Unrealized +31.3%
ITW ILLINOIS TOOL WKS INC COM 0.2%
Value ($000) $893 Shares 4,320 Est. Cost $118.10 Unrealized +71.8%
COF CAPITAL ONE FINANCIAL CORPORAT 0.1%
Value ($000) $567 Shares 3,500 Est. Cost $85.67 Unrealized +76.0%
CM CANADIAN IMPERIAL BANK OF COMM 0.0%
Value ($000) $251 Shares 2,252 Est. Cost $37.28 Unrealized +27.3%
BCE BCE INC. 0.0%
Value ($000) $235 Shares 4,700 Est. Cost $30.06 Unrealized +23.5%
BTG B2GOLD CORP. 0.0%
Value ($000) $38 Shares 11,000 Est. Cost $2.18 Unrealized +47.3%