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Livermore
Livermore
ZHEN

First Manhattan Co

SEC CIK
0000728083
Latest filing
Aug 14, 2026

Holdings in Q1 2022

Holdings as of Mar 31, 2022, filed May 16, 2022. Long positions only; changes compare share counts with Q4 2021.

Institution overview
Positions
1,674
+26 vs. Q4 2021
Portfolio value
$30.6B
+$229.4M (+0.8%) vs. Q4 2021
Filed
May 16, 2022
SEC
Holdings of First Manhattan Co in Q1 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
BRK.ABerkshire Hathaway IncCL A19,122$10.1B33.1%−172−0.9%ReducedHistory
AAPLApple Inc.Stock9,845,914$1.72B5.6%−64,440−0.7%ReducedHistory
MSFTMicrosoft CorpStock5,083,734$1.57B5.1%+2,0390.0%AddedHistory
BAMBrookfield Asset Management Ltd.CL A LTD VT SH16,346,789$924.7M3.0%−509,848−3.0%ReducedHistory
UNHUnitedHealth Group IncStock1,619,323$825.8M2.7%+17,546+1.1%AddedHistory
GOOGAlphabet Inc.Stock276,795$773.1M2.5%+10,338+3.9%AddedHistory
BRK.BBerkshire Hathaway IncStock2,170,715$766.1M2.5%−34,570−1.6%ReducedHistory
DHRDanaher CorpStock2,100,943$616.3M2.0%−15,619−0.7%ReducedHistory
AMZNAmazon Com IncStock172,019$560.8M1.8%+14,336+9.1%AddedHistory
AZOAutoZone IncCOM268,573$549.1M1.8%−3,078−1.1%ReducedHistory
Nestle SA ADR641069406COM3,659,026$476.0M1.6%−78,395−2.1%Reduced–
KKRKKR & Co. Inc.COM6,863,111$401.3M1.3%+289,083+4.4%AddedHistory
PPLIPeople IncCOM NEW3,741,812$375.2M1.2%+34,088+0.9%AddedHistory
TMOThermo Fisher Scientific Inc.Stock630,634$372.5M1.2%−4,491−0.7%ReducedHistory
ORCLOracle CorpStock4,191,620$346.8M1.1%+133,722+3.3%AddedHistory
JNJJohnson & JohnsonStock1,607,997$285.0M0.9%−263,035−14.1%ReducedHistory
HONHoneywell International IncCOM1,442,267$280.6M0.9%+104,767+7.8%AddedHistory
METAMeta Platforms, Inc.Stock1,208,536$268.7M0.9%+52,207+4.5%AddedHistory
ACNAccenture plcStock777,685$262.3M0.9%−16,295−2.1%ReducedHistory
CMCSAComcast CorpStock5,097,799$238.7M0.8%+195,355+4.0%AddedHistory
ABBVAbbVie Inc.Stock1,469,124$238.2M0.8%−194,394−11.7%ReducedHistory
GOOGLAlphabet Inc.Stock82,878$230.5M0.8%+365+0.4%AddedHistory
KEYSKeysight Technologies, Inc.Stock1,352,532$213.7M0.7%−17,520−1.3%ReducedHistory
ICEIntercontinental Exchange, Inc.Stock1,598,001$211.1M0.7%+4,485+0.3%AddedHistory
TPLTexas Pacific Land CorpStock149,208$201.7M0.7%−390−0.3%ReducedHistory
NEENextera Energy IncStock2,324,294$196.9M0.6%+118,037+5.4%AddedHistory
NKENIKE, Inc.Stock1,437,730$193.5M0.6%+407,604+39.6%AddedHistory
PMPhilip Morris International Inc.Stock1,937,148$182.0M0.6%−68,104−3.4%ReducedHistory
MCDMcDonalds CorpStock712,999$176.3M0.6%−14,892−2.0%ReducedHistory
VVisa Inc.Stock794,320$176.2M0.6%−394,864−33.2%ReducedHistory
ORLYO Reilly Automotive IncStock250,803$171.8M0.6%+1,109+0.4%AddedHistory
SPGIS&P Global Inc.Stock400,913$164.4M0.5%+243,422+154.6%AddedHistory
MARMarriott International IncStock903,204$158.7M0.5%−100,677−10.0%ReducedHistory
AMTAmerican Tower CorpREIT629,513$158.1M0.5%+10,583+1.7%AddedHistory
MDLZMondelez International, Inc.Stock2,332,750$146.4M0.5%−10,378−0.4%ReducedHistory
LOWLowes Companies IncStock689,437$139.4M0.5%+101,842+17.3%AddedHistory
MTCHMatch Group, Inc.COM1,193,041$129.7M0.4%+603,336+102.3%AddedHistory
DPZDominos Pizza IncCOM302,033$122.9M0.4%−3,359−1.1%ReducedHistory
ALLYAlly Financial Inc.Stock2,825,251$122.8M0.4%+47,019+1.7%AddedHistory
AXPAmerican Express CoStock625,321$116.9M0.4%−49,093−7.3%ReducedHistory
RTXRTX CorpStock1,179,115$116.8M0.4%+11,745+1.0%AddedHistory
BIPBrookfield Infrastructure Partners L.P.LP INT UNIT1,718,186$113.8M0.4%−7,953−0.5%ReducedHistory
KOCoca Cola CoStock1,783,184$110.6M0.4%−92,184−4.9%ReducedHistory
ENTGEntegris IncCOM786,181$103.2M0.3%+205,394+35.4%AddedHistory
IAAIAA, Inc.COM2,682,435$102.6M0.3%−770,709−22.3%ReducedHistory
GDDYGoDaddy Inc.CL A988,924$82.8M0.3%−1,993,685−66.8%ReducedHistory
CPRTCopart IncCOM640,535$80.4M0.3%+570,830+818.9%AddedHistory
VMEOVimeo, Inc.COMMON STOCK6,501,254$77.2M0.3%−95,441−1.4%ReducedHistory
DISWalt Disney CoStock538,389$73.8M0.2%+118,150+28.1%AddedHistory
COFCapital One Financial CorpStock553,130$72.6M0.2%+2,312+0.4%AddedHistory
ENBEnbridge IncStock1,518,271$70.0M0.2%−82,225−5.1%ReducedHistory
FTVFortive CorpStock1,119,166$68.2M0.2%+122,458+12.3%AddedHistory
PYPLPayPal Holdings, Inc.Stock587,141$67.9M0.2%−390,281−39.9%ReducedHistory
CSWCSW Industrials, Inc.COM572,804$67.4M0.2%−4,473−0.8%ReducedHistory
Vanguard S&P 500 ETF922908363ETF158,806$65.9M0.2%+77,230+94.7%Added–
SCIService Corp InternationalCOM996,025$65.6M0.2%−26,390−2.6%ReducedHistory
Reckitt Benckiser Group PLCG74079107Common Stock810,806$61.1M0.2%−28,999−3.5%Reduced–
CNQCanadian Natural Resources LtdCOM965,531$59.8M0.2%−287,936−23.0%ReducedHistory
PFEPfizer IncStock1,125,586$58.3M0.2%+36,952+3.4%AddedHistory
ENTAEnanta Pharmaceuticals IncCOM789,311$56.2M0.2%−180,425−18.6%ReducedHistory
MCOMoodys CorpStock157,247$53.1M0.2%+3,589+2.3%AddedHistory
USBUS Bancorp DECOM NEW984,169$52.3M0.2%+86,715+9.7%AddedHistory
ARWRArrowhead Pharmaceuticals, Inc.COM1,128,062$51.9M0.2%00.0%UnchangedHistory
Liberty Media Corp Del531229607COM C SIRIUSXM1,113,933$50.9M0.2%−14,537−1.3%Reduced–
SYKStryker CorpStock187,894$50.2M0.2%−3,130−1.6%ReducedHistory
PDDPDD Holdings Inc.SPONSORED ADS1,197,276$48.0M0.2%+799,506+201.0%AddedHistory
IQVIQVIA Holdings Inc.Stock200,778$46.4M0.2%+9,063+4.7%AddedHistory
EOLSEvolus, Inc.COM4,084,938$45.8M0.1%+750,022+22.5%AddedHistory
PGProcter & Gamble CoStock294,132$44.9M0.1%−7,004−2.3%ReducedHistory
CORCencora, Inc.Stock289,704$44.8M0.1%+36,207+14.3%AddedHistory
JPMJPMorgan Chase & CoStock302,971$41.3M0.1%+45,628+17.7%AddedHistory
HOLXHologic IncCOM529,900$40.7M0.1%+93,700+21.5%AddedHistory
CMECME Group Inc.COM167,283$39.8M0.1%−2,221−1.3%ReducedHistory
BUDAnheuser-Busch InBev SA/NVADR659,737$39.6M0.1%−179,822−21.4%ReducedHistory
AMGNAmgen IncStock161,808$39.1M0.1%+9,437+6.2%AddedHistory
CCitigroup IncStock718,641$38.4M0.1%−27,231−3.7%ReducedHistory
LLYEli Lilly & CoStock131,735$37.7M0.1%+5,223+4.1%AddedHistory
SCHWSchwab Charles CorpStock444,573$37.5M0.1%+1,182+0.3%AddedHistory
UPSUnited Parcel Service IncStock173,436$37.2M0.1%−3,271−1.9%ReducedHistory
UNPUnion Pacific CorpStock130,533$35.7M0.1%−3,452−2.6%ReducedHistory
BABAAlibaba Group Holding LtdADR317,704$34.6M0.1%−64,606−16.9%ReducedHistory
INGRIngredion IncCOM392,874$34.2M0.1%−1,150−0.3%ReducedHistory
NTRNutrien Ltd.COM321,895$33.5M0.1%−16,875−5.0%ReducedHistory
AWKAmerican Water Works Company, Inc.Stock196,403$32.5M0.1%−6,358−3.1%ReducedHistory
VZVerizon Communications IncStock615,034$31.3M0.1%−21,445−3.4%ReducedHistory
BEPBrookfield Renewable Partners L.P.PARTNERSHIP UNIT759,513$31.2M0.1%+5,800+0.8%AddedHistory
LBRDKLiberty Broadband CorpCOM SER C229,362$31.0M0.1%−31,482−12.1%ReducedHistory
HLTHilton Worldwide Holdings Inc.COM203,217$30.8M0.1%−38,512−15.9%ReducedHistory
SBUXStarbucks CorpStock335,223$30.5M0.1%+263,865+369.8%AddedHistory
BABoeing CoStock155,444$29.8M0.1%−5,742−3.6%ReducedHistory
GGGGraco IncCOM423,658$29.5M0.1%−483−0.1%ReducedHistory
BILIBilibili Inc.SPONS ADS REP Z1,151,129$29.4M0.1%+880,474+325.3%AddedHistory
DEODiageo PLCSPON ADR NEW137,782$28.0M0.1%+30,667+28.6%AddedHistory
ANATAmerican National Group IncCOM NEW146,361$27.7M0.1%−7,595−4.9%ReducedHistory
BKNGBooking Holdings Inc.Stock11,749$27.6M0.1%−801−6.4%ReducedHistory
ATVIActivision Blizzard, Inc.COM341,103$27.3M0.1%−10,295−2.9%ReducedHistory
BSXBoston Scientific CorpStock613,867$27.2M0.1%−11,125−1.8%ReducedHistory
WFCWells Fargo & CompanyStock560,232$27.1M0.1%−4,782−0.8%ReducedHistory
TRSTrimas CorpCOM NEW808,059$25.9M0.1%−25,898−3.1%ReducedHistory
SNASnap-on IncCOM124,537$25.6M0.1%−150−0.1%ReducedHistory

Sold out since Q4 2021 (93)

Positions held at the end of Q4 2021 that are gone from this filing.

Positions of First Manhattan Co sold out since Q4 2021
SecurityClassShares in Q4 2021Value in Q4 2021% of portfolio in Q4 2021History
ALSNAllison Transmission Holdings IncStock69,520$2.53M<0.1%History
TFINTriumph Financial, Inc.COM12,750$1.52M<0.1%History
ARLPAlliance Resource Partners LPStock75,540$954.0K<0.1%History
Royal Dutch Shell PLC780259206SPONS ADR A18,121$786.0K<0.1%–
STLSterling BancorpCOM27,666$713.0K<0.1%History
VWTRVidler Water Resources, Inc.COM50,000$604.0K<0.1%History
INFOIHS Markit Ltd.SHS3,819$507.0K<0.1%History
ETVEaton Vance Tax-Managed Buy-Write Opportunities FundCOM16,396$274.0K<0.1%History
PCGPG&E CorpStock16,000$194.0K<0.1%History
AZEKAZEK Co Inc.CL A3,500$161.0K<0.1%History
IDTIdt CorpCL B NEW3,200$141.0K<0.1%History
MSPDatto Holding Corp.COM4,600$121.0K<0.1%History
CDZICadiz IncCOM NEW30,000$115.0K<0.1%History
XLNXXilinx IncCOM393$83.0K<0.1%History
DNAGinkgo Bioworks Holdings, Inc.CL A SHS10,000$83.0K<0.1%History
EATBrinker International, IncStock2,100$76.0K<0.1%History
Invesco Exch TRD SLF Idx FD46138J577BULETSHS 20293,310$69.0K<0.1%–
BBWIBath & Body Works, Inc.COM950$66.0K<0.1%History
Invesco Exch TRD SLF Idx FD46138J791BULSHS 2026 CB2,944$62.0K<0.1%–
BCOVBrightcove IncCOM6,000$61.0K<0.1%History
TENBTenable Holdings, Inc.COM1,100$60.0K<0.1%History
AEMAgnico Eagle Mines LtdStock1,100$58.0K<0.1%History
NUANNuance Communications, Inc.COM1,000$55.0K<0.1%History
NEANuveen AMT-Free Quality Municipal Income FundCOM3,000$46.0K<0.1%History
BTTBlackRock Municipal 2030 Target Term TrustCOM SHS BEN IN1,780$46.0K<0.1%History
ARK ETF Tr00214Q302GENOMIC REV ETF730$44.0K<0.1%–
Innovator ETFs Trust45782C508US EQTY PWR BUF1,345$44.0K<0.1%–
BHCBausch Health Companies Inc.Stock1,500$41.0K<0.1%History
NTRPNextTrip, Inc.COM22,781$41.0K<0.1%History
CXCemex SAB de CVSPON ADR NEW6,000$40.0K<0.1%History
EWBCEast West Bancorp IncCOM500$39.0K<0.1%History
KTOSKratos Defense & Security Solutions, Inc.COM NEW2,000$38.0K<0.1%History
Sailpoint Technologies Holdings, Inc.78781P105COM800$38.0K<0.1%–
HASIHA Sustainable Infrastructure Capital, Inc.COM700$37.0K<0.1%History
PACKRanpak Holdings Corp.COM CL A1,000$37.0K<0.1%History
ZUOZuora IncCOM CL A2,000$37.0K<0.1%History
GILGildan Activewear Inc.Stock655$27.0K<0.1%History
Royal Dutch Shell PLC780259107SPON ADR B611$26.0K<0.1%–
FLGTFulgent Genetics, Inc.COM225$22.0K<0.1%History
CCJCameco CorpStock1,000$21.0K<0.1%History
Abrdn ETFs003261104BBRG ALL COMD K1935$21.0K<0.1%–
NTIPNetwork-1 Technologies, Inc.COM7,100$20.0K<0.1%History
ACCAmerican Campus Communities IncCOM300$17.0K<0.1%History
State Street Communication Services Select Sector SPDR ETF81369Y852ETF218$16.0K<0.1%–
HMYHarmony Gold Mining Co LtdADR4,000$16.0K<0.1%History
SICPSilvergate Capital CorpCL A100$14.0K<0.1%History
Vanguard Health Care ETF92204A504ETF51$13.0K<0.1%–
CDWCDW CorpCOM60$12.0K<0.1%History
iShares Inc464286533MSCI EMERG MRKT187$11.0K<0.1%–
HLIHoulihan Lokey, Inc.CL A100$10.0K<0.1%History
Stride, Inc.86333MAA6NOTE 1.125% 9/0–$10.0K<0.1%–
Vishay Intertechnology Inc928298AP3NOTE 2.250% 6/1–$10.0K<0.1%–
TDAYUSA TODAY Co., Inc.COM1,735$9.00K<0.1%History
DLBDolby Laboratories, Inc.COM CL A87$8.00K<0.1%History
Insight Enterprises Inc45765UAB9NOTE 0.750% 2/1–$8.00K<0.1%–
KAMAN Corp483548AF0NOTE 3.250% 5/0–$8.00K<0.1%–
RDFNRedfin CorpCOM210$8.00K<0.1%History
Pacira BioSciences, Inc.695127AF7NOTE 0.750% 8/0–$8.00K<0.1%–
BAHBooz Allen Hamilton Holding CorpCL A94$7.00K<0.1%History
FRGIFiesta Restaurant Group, Inc.COM700$7.00K<0.1%History
SRCLStericycle IncCOM121$7.00K<0.1%History
CRSRCorsair Gaming, Inc.COM300$6.00K<0.1%History
DECKDeckers Outdoor CorpCOM16$5.00K<0.1%History
TWLOTwilio IncCL A21$5.00K<0.1%History
POSHPoshmark, Inc.COM CL A300$5.00K<0.1%History
Supernova Partners AcquistnG8T86C105SHS CL A500$5.00K<0.1%–
IRNTIronNet, Inc.COM1,200$5.00K<0.1%History
CASYCaseys General Stores IncCOM24$4.00K<0.1%History
DBX ETF Tr233051200XTRACK MSCI EAFE113$4.00K<0.1%–
UUnity Software Inc.COM29$4.00K<0.1%History
NNOXNano-X Imaging Ltd.ORD SHS300$4.00K<0.1%History
HIMSHims & Hers Health, Inc.Stock500$3.00K<0.1%History
MHKMohawk Industries IncCOM17$3.00K<0.1%History
ROKURoku, IncCOM CL A16$3.00K<0.1%History
Hope Bancorp Inc43940TAB5NOTE 2.000% 5/1–$3.00K<0.1%–
SSYSStratasys Ltd.SHS88$2.00K<0.1%History
BRMKBroadmark Realty Capital Inc.COM300$2.00K<0.1%History
ECOMChanneladvisor CorpCOM100$2.00K<0.1%History
GNRCGenerac Holdings Inc.Stock5$1.00K<0.1%History
PHParker-Hannifin CorpStock4$1.00K<0.1%History
TROWPrice T Rowe Group IncStock6$1.00K<0.1%History
PLTRPalantir Technologies Inc.Stock76$1.00K<0.1%History
UPSTUpstart Holdings, Inc.COM10$1.00K<0.1%History
WPPWPP plcADR17$1.00K<0.1%History
PDPagerDuty, Inc.COM49$1.00K<0.1%History
IRDMIridium Communications Inc.COM23$00.0%History
PRLBProto Labs IncCOM17$00.0%History
RSGRepublic Services, Inc.COM7$00.0%History
CTICCti Biopharma CorpCOM33$00.0%History
CHSChico's Fas, Inc.COM115$00.0%History
ProShares Tr74347B276PSHS ULDOW30 NEW25$00.0%–
CYRNCYREN Ltd.SHS100$00.0%History
Special Opportunities FD Inc84741T138RIGHT 01/21/202210,002$00.0%–