First Manhattan Co. LLC. Top Holdings and 13F Report (2025)

About First Manhattan Co. LLC.

Investment Activity

First Manhattan Co. LLC. has $36.06 billion in total holdings as of March 31, 2025.
First Manhattan Co. LLC. owns shares of 753 different stocks, but just 35 companies or ETFs make up 80% of its holdings.
Approximately 4.34% of the portfolio was purchased this quarter.
About 3.81% of the portfolio was sold this quarter.
This quarter, First Manhattan Co. LLC. has purchased 729 new stocks and bought additional shares in 168 stocks.
First Manhattan Co. LLC. sold shares of 340 stocks and completely divested from 45 stocks this quarter.

Largest Holdings

Berkshire Hathaway: $10,031,697,660
Microsoft: $1,618,073,654
Apple: $1,273,136,351
Alphabet: $1,162,338,935
ASML: $996,370,752

Largest New Holdings this Quarter

351858105 - Franco-Nevada: $11,017,442 Holding
256677105 - Dollar General: $10,997,129 Holding
590672101 - Mesabi Trust: $9,766,505 Holding
962879102 - Wheaton Precious Metals: $9,155,879 Holding
052800109 - Autoliv: $8,337,400 Holding

Largest Purchases this Quarter

Amazon.com: 1,121,960 shares (about $233.67M)
Boston Scientific: 3,029,280 shares (about $190.09M)
S&P Global: 411,814 shares (about $175.16M)
Booking: 40,528 shares (about $170.64M)
Intel: 2,747,576 shares (about $121.25M)

Largest Sales this Quarter

Take-Two Interactive Software: 673,802 shares (about $133.08M)
Applied Materials: 380,034 shares (about $129.89M)
UnitedHealth Group: 325,725 shares (about $88.14M)
Berkshire Hathaway: 108 shares (about $77.56M)
LVMH MOET HENNESSY LOUIS VUITTON: 119,270 shares (about $63.64M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
BRK.A Berkshire Hathaway	$10,031,697,660	$77,559,120 â–¼	-0.8%	13,969	27.8%	Finance
MSFT Microsoft	$1,618,073,654	$4,867,365 â–²	0.3%	4,371,164	4.5%	Computer and Technology
AAPL Apple	$1,273,136,351	$39,909,495 â–¼	-3.0%	5,016,495	3.5%	Computer and Technology
GOOG Alphabet	$1,162,338,935	$40,003,774 â–¼	-3.3%	4,051,938	3.2%	Computer and Technology
ASML ASML	$996,370,752	$50,101,724 â–¼	-4.8%	754,352	2.8%	Computer and Technology
BN Brookfield	$939,996,043	$21,391,442 â–¼	-2.2%	23,265,685	2.6%	Finance
AZO AutoZone	$884,353,471	$1,692,268 â–²	0.2%	261,815	2.5%	Retail/Wholesale
KKR KKR & Co. Inc.	$868,960,433	$73,733,876 â–²	9.3%	9,394,167	2.4%	Finance
BRK.B Berkshire Hathaway	$864,285,120	$24,417,636 â–¼	-2.7%	1,803,600	2.4%	Finance
AMZN Amazon.com	$677,940,718	$233,670,609 â–²	52.6%	3,255,105	1.9%	Retail/Wholesale
AVGO Broadcom	$675,708,923	$8,674,946 â–¼	-1.3%	2,183,157	1.9%	Computer and Technology
ORCL Oracle	$579,617,598	$6,252,910 â–¼	-1.1%	3,940,029	1.6%	Computer and Technology
AMAT Applied Materials	$514,539,131	$129,891,801 â–¼	-20.2%	1,505,425	1.4%	Computer and Technology
TPL Texas Pacific Land	$504,347,454	$23,446,102 â–²	4.9%	1,062,769	1.4%	Energy
CRM Salesforce	$493,803,428	$4,123,541 â–¼	-0.8%	2,645,328	1.4%	Computer and Technology
LANDBRIDGE COMPANY LLC	$487,301,593	$13,484,705 â–²	2.8%	7,057,228	1.4%	CL A
V Visa	$468,114,252	$75,368,094 â–²	19.2%	1,548,816	1.3%	Business Services
HON Honeywell International	$447,717,712	$16,006,992 â–²	3.7%	1,980,789	1.2%	Multi-Sector Conglomerates
SPGI S&P Global	$445,182,462	$175,160,938 â–²	64.9%	1,046,651	1.2%	Finance
DHR Danaher	$444,236,384	$5,476,822 â–²	1.2%	2,338,542	1.2%	Medical
NVDA NVIDIA	$443,516,982	$89,006,239 â–²	25.1%	2,542,978	1.2%	Computer and Technology
GOOGL Alphabet	$436,140,359	$24,714,351 â–¼	-5.4%	1,516,693	1.2%	Computer and Technology
TMO Thermo Fisher Scientific	$377,413,510	$860,933 â–¼	-0.2%	767,160	1.0%	Medical
LINDE PLC	$353,277,975	$4,343,352 â–¼	-1.2%	712,599	1.0%	SHS
SNPS Synopsys	$336,449,800	$25,390,979 â–²	8.2%	848,592	0.9%	Computer and Technology
LOW Lowe's Companies	$330,657,077	$23,292,718 â–¼	-6.6%	1,399,429	0.9%	Retail/Wholesale
BSX Boston Scientific	$308,178,867	$190,087,320 â–²	161.0%	4,911,217	0.9%	Medical
PM Philip Morris International	$295,707,931	$6,507,154 â–¼	-2.2%	1,775,569	0.8%	Consumer Staples
UNH UnitedHealth Group	$278,079,225	$88,137,961 â–¼	-24.1%	1,027,677	0.8%	Medical
VOO Vanguard S&P 500 ETF	$252,568,114	$561,697 â–²	0.2%	422,673	0.7%	ETF
INTC Intel	$251,146,475	$121,250,528 â–²	93.3%	5,691,060	0.7%	Computer and Technology
GE VERNOVA INC	$238,744,184	$2,518,797 â–¼	-1.0%	273,360	0.7%	COM
AMRIZE LTD	$220,599,982	$5,536,177 â–¼	-2.4%	3,937,879	0.6%	SHS
KNSL Kinsale Capital Group	$210,473,151	$472,857 â–²	0.2%	616,031	0.6%	Finance
ORLY O'Reilly Automotive	$209,359,357	$1,533,454 â–¼	-0.7%	2,268,003	0.6%	Retail/Wholesale
TTWO Take-Two Interactive Software	$199,724,838	$133,075,895 â–¼	-40.0%	1,011,265	0.6%	Consumer Discretionary
ALLY Ally Financial	$179,833,301	$4,202,749 â–¼	-2.3%	4,584,076	0.5%	Finance
MAR Marriott International	$175,838,392	$860,521 â–¼	-0.5%	537,617	0.5%	Consumer Discretionary
JNJ Johnson & Johnson	$173,525,609	$5,724,055 â–²	3.4%	709,890	0.5%	Medical
BKNG Booking	$173,343,085	$170,635,849 â–²	6,303.0%	41,171	0.5%	Retail/Wholesale
MCD McDonald's	$167,918,457	$7,579,230 â–¼	-4.3%	540,296	0.5%	Retail/Wholesale
ICE Intercontinental Exchange	$160,378,888	$16,435,288 â–¼	-9.3%	1,019,703	0.4%	Finance
UNP Union Pacific	$158,978,281	$15,430,639 â–¼	-8.8%	655,256	0.4%	Transportation
CSL Carlisle Companies	$148,216,023	$1,926,656 â–²	1.3%	444,266	0.4%	Multi-Sector Conglomerates
AXP American Express	$139,046,999	$6,111,607 â–¼	-4.2%	459,690	0.4%	Finance
VRT Vertiv	$138,343,464	$31,594,630 â–¼	-18.6%	552,093	0.4%	Computer and Technology
ABBV AbbVie	$131,544,936	$355,379 â–¼	-0.3%	604,832	0.4%	Medical
BALL Ball	$119,455,087	$716,236 â–¼	-0.6%	2,020,895	0.3%	Industrials
MTCH Match Group	$113,205,997	$3,954,987 â–²	3.6%	3,686,291	0.3%	Computer and Technology
META Meta Platforms	$108,447,108	$2,463,017 â–¼	-2.2%	189,550	0.3%	Computer and Technology
BL BlackLine	$99,048,519	$9,190,171 â–²	10.2%	2,676,987	0.3%	Computer and Technology
COF Capital One Financial	$98,031,450	$1,802,043 â–²	1.9%	537,365	0.3%	Finance
CPRT Copart	$97,811,516	$59,312,331 â–¼	-37.7%	2,946,130	0.3%	Business Services
FMCX FMC Excelsior Focus Equity ETF	$96,787,547	$859,314 â–¼	-0.9%	3,016,551	0.3%	ETF
SCI Service Corporation International	$95,956,176	$1,973,392 â–¼	-2.0%	1,162,964	0.3%	Consumer Staples
ACN Accenture	$95,414,875	$1,304,549 â–²	1.4%	481,189	0.3%	Computer and Technology
AIZ Assurant	$88,994,770	$1,318,404 â–¼	-1.5%	408,589	0.2%	Finance
JPM JPMorgan Chase & Co.	$86,268,892	$1,918,512 â–¼	-2.2%	293,272	0.2%	Finance
RSP Invesco S&P 500 Equal Weight ETF	$78,200,212	$5,241,521 â–²	7.2%	407,463	0.2%	ETF
COR Cencora	$76,274,134	$7,499,150 â–¼	-9.0%	242,803	0.2%	Medical
TMC TMC the metals	$71,525,365		0.0%	15,315,924	0.2%	Basic Materials
KO CocaCola	$70,828,779	$7,533,839 â–¼	-9.6%	924,921	0.2%	Consumer Staples
CSW INDUSTRIALS INC	$70,295,928	$951,899 â–¼	-1.3%	269,767	0.2%	COM
LLY Eli Lilly and Company	$67,770,718	$29,722,466 â–¼	-30.5%	73,682	0.2%	Medical
BIP Brookfield Infrastructure Partners	$65,844,064	$2,010,281 â–¼	-3.0%	1,822,807	0.2%	Finance
CB Chubb	$61,473,037	$4,501,335 â–¼	-6.8%	188,079	0.2%	Finance
NSRGY Nestle	$58,807,990	$13,315,168 â–¼	-18.5%	593,421	0.2%	Consumer Staples
POOL Pool	$57,668,827	$14,046,134 â–²	32.2%	285,024	0.2%	Consumer Discretionary
CNQ Canadian Natural Resources	$56,991,446	$11,930,634 â–¼	-17.3%	1,158,981	0.2%	Energy
GE GE Aerospace	$54,772,041	$1,582,769 â–¼	-2.8%	192,751	0.2%	Aerospace
KEYS Keysight Technologies	$52,575,035	$28,842,684 â–¼	-35.4%	186,192	0.1%	Computer and Technology
IQV IQVIA	$51,171,550	$5,319,143 â–²	11.6%	300,056	0.1%	Medical
VERALTO CORP	$50,797,859	$5,547,392 â–²	12.3%	573,663	0.1%	COM SHS
MDLZ Mondelez International	$50,331,298	$51,805,613 â–¼	-50.7%	865,691	0.1%	Consumer Staples
MA Mastercard	$50,127,412	$16,542,750 â–²	49.3%	100,323	0.1%	Business Services
BAM Brookfield Asset Management	$49,070,299	$216,175 â–¼	-0.4%	1,107,045	0.1%	Finance
UBER Uber Technologies	$45,343,233	$10,574,861 â–²	30.4%	630,380	0.1%	Computer and Technology
VO Vanguard Mid-Cap ETF	$44,913,891	$5,044,039 â–²	12.7%	156,396	0.1%	ETF
IVV iShares Core S&P 500 ETF	$44,719,296	$18,440,725 â–²	70.2%	68,461	0.1%	ETF
SCHW Charles Schwab	$43,616,400	$344,061 â–²	0.8%	464,103	0.1%	Finance
HLT Hilton Worldwide	$42,630,601	$1,570,577 â–¼	-3.6%	140,195	0.1%	Consumer Discretionary
MCO Moody's	$38,957,998	$660,483 â–¼	-1.7%	89,302	0.1%	Finance
MS Morgan Stanley	$35,393,412	$749,781 â–¼	-2.1%	215,066	0.1%	Finance
AMT American Tower	$33,730,416	$901,903 â–¼	-2.6%	195,448	0.1%	Finance
SOXX iShares Semiconductor ETF	$33,284,056	$61,131 â–²	0.2%	101,272	0.1%	ETF
IBM International Business Machines	$32,888,078	$6,519,345 â–²	24.7%	135,682	0.1%	Computer and Technology
INGR Ingredion	$32,208,818	$206,506 â–¼	-0.6%	285,894	0.1%	Consumer Staples
AMGN Amgen	$31,986,332	$712,144 â–¼	-2.2%	90,909	0.1%	Medical
QXO INC	$31,927,781	$1,281,953 â–²	4.2%	1,644,067	0.1%	COM NEW
VIG Vanguard Dividend Appreciation ETF	$31,611,017	$73,766 â–¼	-0.2%	146,987	0.1%	ETF
CMCSA Comcast	$30,998,295	$819,469 â–¼	-2.6%	1,079,704	0.1%	Consumer Discretionary
PG Procter & Gamble	$30,952,462	$2,523,365 â–¼	-7.5%	214,293	0.1%	Consumer Staples
WFC Wells Fargo & Company	$29,194,821	$219,007 â–¼	-0.7%	366,723	0.1%	Finance
XOM ExxonMobil	$29,056,561	$1,159,799 â–¼	-3.8%	171,263	0.1%	Energy
ENB Enbridge	$28,461,188	$9,801,109 â–¼	-25.6%	526,635	0.1%	Energy
SNA Snap-On	$27,772,164	$466,011 â–¼	-1.7%	76,461	0.1%	Consumer Discretionary
BAH Booz Allen Hamilton	$27,614,199	$855,053 â–²	3.2%	353,892	0.1%	Business Services
VYM Vanguard High Dividend Yield ETF	$27,301,050	$317,526 â–²	1.2%	184,342	0.1%	Financial Services
LVMH MOET HENNESSY LOUIS VUITTON	$26,678,486	$63,636,315 â–¼	-70.5%	50,002	0.1%	COMMON STOCK
GGG Graco	$25,701,886	$122,743 â–¼	-0.5%	303,625	0.1%	Industrials

Showing largest 100 holdings. View all holdings.

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First Manhattan Co. LLC. Top Holdings and 13F Report (2025)

About First Manhattan Co. LLC.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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First Manhattan Co. LLC. Top Holdings and 13F Report (2025)

About First Manhattan Co. LLC.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofFirst Manhattan Co. LLC.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools