Portfolio (Quarterly) Guide ↗

Manitou Investment Management Ltd.

· CIK 0001657428

13F Portfolio $505.6B AUM 52 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 1 New 6 Added 8 Reduced 5 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	EA	ELECTRONIC ARTS INC.	Communication Services	19	$4K	0.00%	SOLD
2	ENVX	ENOVIX CORPORATION	Industrials	140	$1K	—	SOLD
3	REZI	RESIDEO TECHNOLOGIES, INC.	Industrials	27	$948.0	—	SOLD
4	GTX	GARRETT MOTION INC.	Consumer Cyclical	16	$279.0	—	SOLD
5	WAB	WABTEC CORPORATION	Industrials	1	$213.0	—	SOLD

Sector Allocation

Communication Services 21.5%

Technology 21.4%

Healthcare 19.6%

Consumer Cyclical 13.8%

Financial Services 13.2%

Industrials 10.3%

Consumer Defensive 0.1%

Energy 0.0%

Real Estate 0.0%

Basic Materials 0.0%