Portfolio (Quarterly) Guide ↗

Manitou Investment Management Ltd.

· CIK 0001657428

13F Portfolio $538M AUM 48 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 1 New 12 Added 10 Reduced 5 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	MKL	MARKEL CORP.	Financial Services	1,140	$2.2M	0.43%	SOLD
2	HON	HONEYWELL INTERNATIONAL INC.	Industrials	165	$37K	0.01%	SOLD
3	—	L'Oreal S.A. - ADR	—	256	$21K	0.00%	SOLD
4	WSO	WATSCO INC.	Industrials	50	$18K	0.00%	SOLD
5	LULU	LULULEMON ATHLETICA INC.	Consumer Cyclical	85	$13K	0.00%	SOLD

Sector Allocation

Communication Services 24.8%

Technology 24.1%

Healthcare 21.5%

Consumer Cyclical 15.6%

Financial Services 13.0%

Industrials 1.0%

Consumer Defensive 0.1%

Energy 0.0%

Real Estate 0.0%

Basic Materials 0.0%