Manitou Investment Management Ltd.

RIA/Wealth

Manitou Investment Management Ltd. is a RIA/Wealth led by Mark Gordon Mansfield Gaskin, reporting $2.0B in AUM as of Q3 2025 with 87% concentrated in top 10 holdings.

PresidentMark Gordon Mansfield Gaskin

Portfolio Value: $573.1M
Positions: 53
Top Holding: BRK.B at 14.82%
Last Reported: Q3 2025

Address150 King Street West, Suite 2003, Toronto, Ontario, M5H 1J9, Canada

Top Holdings

Largest long holdings in Manitou Investment Management Ltd.'s portfolio (86.9% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$84.9M	14.82%	-$966.3K Sold	0.01% 168.9K shares	Q4 2019 Held for 5y 11m
2 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$81.1M	14.16%	-$134.2K Sold	0.00% 333.8K shares	Q3 2017 Held for 8y 2m
3 Idexx Laboratories IDXX	Medical - Diagnostics & Research Healthcare	$60.7M	10.60%	-$261.9K Sold	0.12% 95.1K shares	Q2 2022 Held for 3y 5m
4 Microsoft MSFT	Software - Infrastructure Technology	$53.2M	9.28%	-$421.1K Sold	0.00% 102.7K shares	Q3 2015 Held for 10y 2m
5 Amazon AMZN	Specialty Retail Consumer Cyclical	$47.3M	8.26%	+$1.0M Bought	0.00% 215.5K shares	Q3 2024 Held for 1y 2m
6 Amphenol APH	Hardware, Equipment & Parts Technology	$40.1M	6.99%	-$714.4K Sold	0.03% 323.9K shares	Q1 2023 Held for 2y 8m
7 Mastercard MA	Financial - Credit Services Financial Services	$39.7M	6.93%	-$135.9K Sold	0.01% 69.9K shares	Q3 2015 Held for 10y 2m
8 Roper Technologies, Inc. ROP	Industrial - Machinery Industrials	$36.7M	6.41%	+$3.0M Bought	0.07% 73.7K shares	Q1 2023 Held for 2y 8m
9 JPMorgan Chase JPM	Banks - Diversified Financial Services	$35.6M	6.21%	+$77.9K Bought	0.00% 112.8K shares	Q1 2019 Held for 6y 8m
10 Apple AAPL	Consumer Electronics Technology	$18.7M	3.27%	-$411.2K Sold	0.00% 73.6K shares	Q3 2015 Held for 10y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Manitou Investment Management Ltd.'s latest filing

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Market Value

$573.1M

Prior: $525.7M

Q/Q Change

+9.02%

+$47.4M

Net Flows % of MV

-0.448%

Turnover Ratio

3.06%

New Purchases

2 stocks

$6.1K

Added To

6 stocks

+$16.3M

Sold Out Of

5 stocks

$693.2K

Reduced Holdings

16 stocks

-$18.2M

Increased Positions

Position	Shares Δ	Change
1 Coinbase Global, Inc. COIN	New	0 → 12.0 +$4.1K
2 Block XYZ	New	0 → 29.0 +$2.1K
3 Meta Platforms, Inc. META	+14,300.95%	105.0 → 15.1K +$11.0M
4 Markel MKL	+111.11%	540.0 → 1.1K +$1.1M
5 Roper Technologies, Inc. ROP	+8.88%	67.7K → 73.7K +$3.0M

Decreased Positions

Position	Shares Δ	Change
1 Walgreens Boots Alliance WBA	Sold	41.5K → 0 −$476.1K
2 Nike NKE	Sold	890.0 → 0 −$63.2K
3 Sherwin-Williams SHW	Sold	181.0 → 0 −$62.1K
4 Brown-Forman Corporation BF.B	Sold	2.1K → 0 −$57.4K
5 Estee Lauder Companies Inc. EL	Sold	424.0 → 0 −$34.3K