First Manhattan Co. LLC. Top Holdings and 13F Report (2025) About First Manhattan Co. LLC.Investment ActivityFirst Manhattan Co. LLC. has $35.42 billion in total holdings as of March 31, 2025.First Manhattan Co. LLC. owns shares of 698 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 4.68% of the portfolio was purchased this quarter.About 3.20% of the portfolio was sold this quarter.This quarter, First Manhattan Co. LLC. has purchased 678 new stocks and bought additional shares in 191 stocks.First Manhattan Co. LLC. sold shares of 301 stocks and completely divested from 26 stocks this quarter.Largest Holdings Berkshire Hathaway $10,448,805,600Microsoft $2,204,566,005KKR & Co. Inc. $1,160,049,649Apple $1,130,957,281Brookfield $1,016,674,459 Largest New Holdings this Quarter H2927K103 - AMRIZE LTD $117,144,326 Holding73278L105 - Pool $62,744,276 Holding806407102 - Henry Schein $37,103,337 Holding21873S108 - COREWEAVE INC $13,615,510 Holding46222L108 - IonQ $10,806,955 Holding Largest Purchases this Quarter ANSYS 636,301 shares (about $223.48M)O'Reilly Automotive 2,159,186 shares (about $194.61M)AMRIZE LTD 2,364,164 shares (about $117.14M)Amazon.com 509,411 shares (about $111.76M)Salesforce 336,462 shares (about $91.88M) Largest Sales this Quarter Apple 779,243 shares (about $159.88M)Alphabet 823,446 shares (about $146.07M)Take-Two Interactive Software 393,626 shares (about $95.59M)Oracle 436,563 shares (about $95.45M)Fortive 1,073,860 shares (about $55.98M) Sector Allocation Over TimeMap of 500 Largest Holdings ofFirst Manhattan Co. LLC. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.ABerkshire Hathaway$10,448,805,600$61,219,200 ▲0.6%14,33729.5%FinanceMSFTMicrosoft$2,204,566,005$22,567,990 ▼-1.0%4,432,0906.2%Computer and TechnologyKKRKKR & Co. Inc.$1,160,049,649$50,261,793 ▲4.5%8,720,2113.3%FinanceAAPLApple$1,130,957,281$159,877,275 ▼-12.4%5,512,2943.2%Computer and TechnologyBNBrookfield$1,016,674,459$17,035,691 ▼-1.6%16,456,6272.9%FinanceORCLOracle$977,640,016$95,445,759 ▼-8.9%4,471,6652.8%Computer and TechnologyAZOAutoZone$951,667,283$189,324 ▼0.0%256,3602.7%Retail/WholesaleBRK.BBerkshire Hathaway$914,854,041$24,120,909 ▼-2.6%1,883,3072.6%FinanceGOOGAlphabet$805,186,514$146,071,086 ▼-15.4%4,539,0752.3%Computer and TechnologyAVGOBroadcom$623,765,904$7,618,139 ▼-1.2%2,262,8911.8%Computer and TechnologyASMLASML$569,022,963$1,589,156 ▲0.3%710,0451.6%Computer and TechnologyAMATApplied Materials$514,143,822$51,290,535 ▼-9.1%2,808,4551.5%Computer and TechnologyCRMSalesforce$512,692,748$91,879,538 ▲21.8%1,877,4761.4%Computer and TechnologyTTWOTake-Two Interactive Software$486,684,271$95,592,074 ▼-16.4%2,004,0531.4%Consumer DiscretionaryVVisa$460,542,578$764,423 ▼-0.2%1,297,1201.3%Business ServicesDHRDanaher$439,709,095$57,162,386 ▲14.9%2,222,3691.2%MedicalUNHUnitedHealth Group$433,823,667$76,467,913 ▲21.4%1,390,5941.2%MedicalAMZNAmazon.com$405,744,034$111,759,679 ▲38.0%1,849,4191.1%Retail/WholesaleTMOThermo Fisher Scientific$388,280,219$3,304,041 ▲0.9%956,7041.1%MedicalTPLTexas Pacific Land$356,722,436$254,590 ▼-0.1%337,6811.0%EnergyHONHoneywell International$346,900,948$5,304,076 ▼-1.5%1,489,6121.0%Multi-Sector ConglomeratesPMPhilip Morris International$337,973,140$4,278,967 ▼-1.3%1,844,3731.0%Consumer StaplesLOWLowe's Companies$330,881,506$18,512,383 ▲5.9%1,491,3310.9%Retail/WholesaleLINDE PLC$317,105,157$11,258,443 ▲3.7%675,8710.9%SHSNVDANVIDIA$310,681,211$20,839,522 ▲7.2%1,966,3560.9%Computer and TechnologySPGIS&P Global$305,199,459$15,435,877 ▼-4.8%578,8080.9%FinanceGOOGLAlphabet$296,307,948$44,088,683 ▼-13.0%1,681,3710.8%Computer and TechnologyVOOVanguard S&P 500 ETF$275,873,739$13,783,431 ▲5.3%484,1800.8%ETFANSSANSYS$224,550,400$223,481,638 ▲20,910.3%639,3440.6%Computer and TechnologyORLYO'Reilly Automotive$210,411,009$194,607,435 ▲1,231.4%2,334,5280.6%Retail/WholesaleLANDBRIDGE COMPANY LLC$210,347,278$21,244,449 ▲11.2%3,112,5670.6%CL AICEIntercontinental Exchange$205,943,240$5,409,429 ▼-2.6%1,122,4900.6%FinanceCPRTCopart$191,290,513$688,305 ▼-0.4%3,898,3190.5%Business ServicesALLYAlly Financial$181,370,597$15,491,895 ▲9.3%4,656,4980.5%FinanceMCDMcDonald's$180,586,573$774,251 ▼-0.4%618,0870.5%Retail/WholesaleLVMH MOET HENNESSY LOUIS VUITTON$168,859,308$2,577,646 ▼-1.5%323,4840.5%COMMON STOCKMDLZMondelez International$159,042,279$3,726,116 ▼-2.3%2,342,0660.4%Consumer StaplesAXPAmerican Express$158,991,400$6,507,191 ▼-3.9%498,4370.4%FinanceMARMarriott International$148,714,214$1,302,392 ▼-0.9%544,3220.4%Consumer DiscretionaryGE VERNOVA INC$144,245,243$23,449,284 ▲19.4%272,5980.4%COMACNAccenture$144,216,678$43,469,324 ▼-23.2%482,5080.4%Computer and TechnologyUNPUnion Pacific$132,697,950$18,019,175 ▲15.7%576,7470.4%TransportationAMRIZE LTD$117,144,326$117,144,326 ▲New Holding2,364,1640.3%SHSABBVAbbVie$113,171,050$1,590,207 ▼-1.4%609,6920.3%MedicalCOFCapital One Financial$110,483,872$120,422 ▲0.1%519,2890.3%FinanceJNJJohnson & Johnson$110,098,179$10,389,592 ▼-8.6%720,7740.3%MedicalMETAMeta Platforms$106,216,708$16,654,946 ▲18.6%143,9080.3%Computer and TechnologyMTCHMatch Group$106,111,104$1,180,956 ▼-1.1%3,435,1280.3%Computer and TechnologyNICENice$105,295,960$6,895,920 ▲7.0%623,3850.3%Computer and TechnologyTMCTMC the metals$105,018,533$17,660,848 ▼-14.4%15,911,8990.3%Basic MaterialsCMCSAComcast$103,613,451$21,462,251 ▼-17.2%2,903,1510.3%Consumer DiscretionaryBLBlackLine$103,496,717$57,296,213 ▲124.0%1,827,9180.3%Computer and TechnologyFMCXFMC Excelsior Focus Equity ETF$99,804,021$620,167 ▼-0.6%3,035,3190.3%ETFSCIService Corporation International$98,909,075$750,345 ▲0.8%1,215,0990.3%Consumer StaplesKNSLKinsale Capital Group$97,328,272$67,262 ▼-0.1%201,1330.3%FinanceBALLBall$95,657,441$2,923,579 ▲3.2%1,705,4280.3%IndustrialsRSPInvesco S&P 500 Equal Weight ETF$91,160,700$183,739 ▼-0.2%501,6000.3%ETFVRTVertiv$87,820,755$30,062,322 ▼-25.5%683,9090.2%Computer and TechnologyJPMJPMorgan Chase & Co.$85,097,282$2,541,351 ▼-2.9%293,5300.2%FinanceCORCencora$82,790,084$111,844 ▼-0.1%276,1050.2%MedicalCSW INDUSTRIALS INC$80,509,786$1,539,418 ▼-1.9%280,6880.2%COMKEYSKeysight Technologies$78,934,967$14,571,414 ▼-15.6%481,7220.2%Computer and TechnologyNSRGYNestle$76,941,806$11,699,498 ▼-13.2%774,6860.2%Consumer StaplesAIZAssurant$76,148,392$947,360 ▲1.3%385,5810.2%FinanceKOCocaCola$68,680,419$881,673 ▲1.3%963,8300.2%Consumer StaplesBIPBrookfield Infrastructure Partners$64,341,779$485,787 ▼-0.7%1,920,6350.2%FinanceBAMBrookfield Asset Management$64,212,231$2,743,122 ▼-4.1%1,162,3230.2%FinancePOOLPool$62,744,276$62,744,276 ▲New Holding215,2610.2%Consumer DiscretionaryINTCIntel$60,912,856$38,238,949 ▲168.6%2,719,3240.2%Computer and TechnologyVERALTO CORP$52,023,974$745,736 ▲1.5%514,8430.1%COM SHSGEGE Aerospace$51,527,390$3,503,591 ▲7.3%200,1920.1%AerospaceAMTAmerican Tower$49,190,293$301,554 ▲0.6%220,8680.1%FinanceMCOMoody's$46,838,976$900,856 ▼-1.9%93,3810.1%FinanceLLYEli Lilly and Company$46,190,172$2,679,239 ▲6.2%59,2540.1%MedicalCBChubb$45,713,608$564,656 ▲1.3%157,3020.1%FinanceCNQCanadian Natural Resources$44,693,260$294,622 ▲0.7%1,404,4100.1%EnergySCHWCharles Schwab$41,969,031$128,831 ▼-0.3%459,9850.1%FinanceINGRIngredion$39,795,248$288,057 ▼-0.7%293,4320.1%Consumer StaplesHLTHilton Worldwide$39,781,226$679,698 ▼-1.7%149,3630.1%Consumer DiscretionaryPGProcter & Gamble$39,663,489$491,980 ▲1.3%248,9550.1%Consumer StaplesIQVIQVIA$38,592,530$1,809,133 ▲4.9%244,8920.1%MedicalSBUXStarbucks$37,752,978$3,140,988 ▼-7.7%412,0150.1%Retail/WholesaleHSICHenry Schein$37,103,337$37,103,337 ▲New Holding507,9170.1%MedicalENBEnbridge$36,198,431$1,915,169 ▼-5.0%799,7540.1%EnergyNKENIKE$34,026,451$26,633,150 ▼-43.9%476,4890.1%Consumer DiscretionaryVOVanguard Mid-Cap ETF$32,796,362$1,861,814 ▲6.0%116,7540.1%ETFCHTRCharter Communications$31,684,002$1,885,432 ▼-5.6%77,5030.1%Consumer DiscretionaryVIGVanguard Dividend Appreciation ETF$30,675,719$5,139 ▼0.0%149,2440.1%ETFIBMInternational Business Machines$30,627,129$1,050,599 ▼-3.3%103,8980.1%Computer and TechnologyUBERUber Technologies$30,309,251$5,052,941 ▲20.0%324,8580.1%Computer and TechnologyMSMorgan Stanley$29,097,873$2,947,073 ▲11.3%206,5730.1%FinanceMKLMarkel Group$28,879,828$21,791,197 ▼-43.0%14,4590.1%Multi-Sector ConglomeratesWFCWells Fargo & Company$28,655,883$395,152 ▼-1.4%357,6620.1%FinanceDEODiageo$28,095,103$787,660 ▲2.9%278,6110.1%Consumer StaplesBABoeing$27,874,614$6,881,384 ▼-19.8%133,0340.1%AerospaceGGGGraco$27,327,830$73,504 ▼-0.3%317,8760.1%IndustrialsAMGNAmgen$26,915,844$540,551 ▼-2.0%96,4000.1%MedicalSNASnap-On$26,570,4150.0%85,3860.1%Consumer DiscretionarySYKStryker$26,551,720$118,149 ▼-0.4%66,9700.1%MedicalCNCCentene$25,441,796$334,636 ▼-1.3%468,7140.1%MedicalShowing largest 100 holdings. 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