First Manhattan Co
- SEC CIK
- 0000728083
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 698
- +20 vs. Q1 2025
- Portfolio value
- $35.4B
- +$1.14B (+3.3%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NATHNathans Famous, Inc. | COM | 3,120 | $346.6K | <0.1% | −200−6.0% | Reduced | History |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 800 | $353.5K | <0.1% | 00.0% | Unchanged | History |
| SOLVSolventum Corp | Stock | 4,663 | $353.6K | <0.1% | −1,281−21.6% | Reduced | History |
| LNTHLantheus Holdings, Inc. | Stock | 4,324 | $354.0K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,245 | $356.3K | <0.1% | −31−2.4% | Reduced | – |
| MTSIMACOM Technology Solutions Holdings, Inc. | COM | 2,500 | $358.2K | <0.1% | 00.0% | Unchanged | History |
| Invesco Exchange Traded FD T46137V308 | BUYBACK ACHIEV | 2,900 | $358.4K | <0.1% | 00.0% | Unchanged | – |
| TELTE Connectivity plc | Stock | 2,129 | $359.1K | <0.1% | 00.0% | Unchanged | History |
| MDTMedtronic plc | Stock | 4,091 | $359.5K | <0.1% | −1,095−21.1% | Reduced | History |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 21,675 | $363.3K | <0.1% | 00.0% | Unchanged | History |
| AMTMAmentum Holdings, Inc. | COM | 15,435 | $364.4K | <0.1% | −574−3.6% | Reduced | History |
| DOWDow Inc. | Stock | 13,910 | $368.3K | <0.1% | −21,261−60.5% | Reduced | History |
| ProShares Tr74347R735 | PSHS ULT HLTHCRE | 9,044 | $369.4K | <0.1% | −1,600−15.0% | Reduced | – |
| PRUPrudential Financial Inc | Stock | 3,462 | $371.9K | <0.1% | −187−5.1% | Reduced | History |
| LUCDLucid Diagnostics Inc. | COM | 323,450 | $372.0K | <0.1% | +310,850+2,467.1% | Added | History |
| UVSPUnivest Financial Corp | COM | 12,434 | $373.5K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 1,980 | $381.6K | <0.1% | +13+0.7% | Added | – |
| NUENucor Corp | COM | 2,935 | $381.8K | <0.1% | +645+28.2% | Added | History |
| FNDFloor & Decor Holdings, Inc. | CL A | 5,096 | $387.1K | <0.1% | 00.0% | Unchanged | History |
| FELEFranklin Electric Co Inc | COM | 4,325 | $388.1K | <0.1% | −150−3.4% | Reduced | History |
| AMEAmetek Inc | COM | 2,163 | $391.4K | <0.1% | −231−9.6% | Reduced | History |
| RFRegions Financial Corp | COM | 16,525 | $392.8K | <0.1% | 00.0% | Unchanged | History |
| EXPDExpeditors International of Washington Inc | COM | 3,447 | $393.8K | <0.1% | −432−11.1% | Reduced | History |
| VLYValley National Bancorp | COM | 43,798 | $395.9K | <0.1% | 00.0% | Unchanged | History |
| Northeast BK Portland Me66405S100 | COM | 4,500 | $400.5K | <0.1% | −3,000−40.0% | Reduced | – |
| DBCInvesco DB Commodity Index Tracking Fund | UNIT | 18,600 | $405.7K | <0.1% | −600−3.1% | Reduced | History |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 12,110 | $406.7K | <0.1% | +12,110 | New | – |
| PWRQuanta Services, Inc. | COM | 1,078 | $407.6K | <0.1% | −56−4.9% | Reduced | History |
| BRKLBrookline Bancorp Inc | COM | 38,675 | $408.0K | <0.1% | 00.0% | Unchanged | History |
| TRSTTrustco Bank Corp N Y | COM NEW | 12,249 | $413.8K | <0.1% | −1,500−10.9% | Reduced | History |
| iShares Tr464288109 | MORNINGSTAR VALU | 5,000 | $416.9K | <0.1% | 00.0% | Unchanged | – |
| OXYOccidental Petroleum Corp | Stock | 9,875 | $417.2K | <0.1% | −251−2.5% | Reduced | History |
| ARWArrow Electronics, Inc. | COM | 3,325 | $423.7K | <0.1% | −50−1.5% | Reduced | History |
| Vanguard Consumer Staples ETF92204A207 | ETF | 1,937 | $424.2K | <0.1% | −10−0.5% | Reduced | – |
| NECBNorthEast Community Bancorp, Inc. | COM | 18,313 | $425.7K | <0.1% | 00.0% | Unchanged | History |
| PAVMPAVmed Inc. | COM NEW | 714,100 | $428.7K | <0.1% | 00.0% | Unchanged | History |
| CRWSCrown Crafts Inc | COM | 147,401 | $434.8K | <0.1% | 00.0% | Unchanged | History |
| CDNSCadence Design Systems Inc | Stock | 1,414 | $435.7K | <0.1% | +383+37.1% | Added | History |
| SGCSuperior Group of Companies, Inc. | COM | 42,692 | $439.7K | <0.1% | −3,374−7.3% | Reduced | History |
| Vanguard Utilities ETF92204A876 | ETF | 2,504 | $442.0K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 8,402 | $443.3K | <0.1% | +757+9.9% | Added | – |
| DHIHorton D R Inc | COM | 3,476 | $448.1K | <0.1% | −10.0% | Reduced | History |
| PRIMPrimoris Services Corp | Stock | 5,800 | $452.5K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Real Estate ETF922908553 | ETF | 5,169 | $460.4K | <0.1% | +5,169 | New | – |
| Parnassus Income FDS701769507 | CORE SELECT ETF | 18,145 | $461.9K | <0.1% | +18,145 | New | – |
| BKUBankUnited, Inc. | COM | 13,000 | $462.7K | <0.1% | 00.0% | Unchanged | History |
| URIUnited Rentals, Inc. | COM | 614 | $462.9K | <0.1% | +614 | New | History |
| MGYRMagyar Bancorp, Inc. | COM | 28,015 | $467.0K | <0.1% | 00.0% | Unchanged | History |
| Schwab International Equity ETF808524805 | ETF | 21,199 | $468.5K | <0.1% | +1,083+5.4% | Added | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 15,952 | $468.5K | <0.1% | 00.0% | Unchanged | – |
| ALSumisho Air Lease Corp | CL A | 8,000 | $469.7K | <0.1% | 00.0% | Unchanged | History |
| CPNGCoupang, Inc. | CL A | 15,800 | $473.4K | <0.1% | 00.0% | Unchanged | History |
| iShares Inc464286749 | MSCI SWITZERLAND | 8,695 | $476.6K | <0.1% | +8,695 | New | – |
| iShares Tr464287622 | RUS 1000 ETF | 1,404 | $476.8K | <0.1% | −80−5.4% | Reduced | – |
| BEEPMobile Infrastructure Corp | COM SHS | 105,342 | $477.2K | <0.1% | 00.0% | Unchanged | History |
| FCXFreeport-McMoran Inc | Stock | 11,054 | $479.2K | <0.1% | +135+1.2% | Added | History |
| Vanguard Information Technology ETF92204A702 | ETF | 724 | $480.2K | <0.1% | −124−14.6% | Reduced | – |
| CLXClorox Co | Stock | 4,040 | $485.1K | <0.1% | −41−1.0% | Reduced | History |
| IDXXIDEXX Laboratories Inc | COM | 905 | $485.4K | <0.1% | 00.0% | Unchanged | History |
| SPESpecial Opportunities Fund, Inc. | COM | 31,510 | $488.1K | <0.1% | 00.0% | Unchanged | History |
| ESGREnstar Group LTD | SHS | 1,461 | $491.4K | <0.1% | −1,259−46.3% | Reduced | History |
| TRIThomson Reuters Corp | COM NO PAR | 2,475 | $496.8K | <0.1% | −131−5.0% | Reduced | History |
| EFXEquifax Inc | COM | 1,927 | $499.8K | <0.1% | 00.0% | Unchanged | History |
| NVONovo Nordisk A S | ADR | 7,300 | $503.8K | <0.1% | +59+0.8% | Added | History |
| EBMTEagle Bancorp Montana, Inc. | COM | 30,236 | $504.0K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 1,828 | $507.0K | <0.1% | +42+2.4% | Added | – |
| BDXBecton Dickinson & Co | Stock | 2,966 | $510.9K | <0.1% | −23−0.8% | Reduced | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 7,316 | $511.2K | <0.1% | +332+4.8% | Added | History |
| PLTRPalantir Technologies Inc. | Stock | 3,755 | $511.9K | <0.1% | −1,244−24.9% | Reduced | History |
| iShares Tr46435G524 | INTL DIV GRWTH | 6,500 | $512.8K | <0.1% | 00.0% | Unchanged | – |
| LARKLandmark Bancorp Inc | COM | 19,500 | $515.6K | <0.1% | −2,118−9.8% | Reduced | History |
| OPBKOP Bancorp | COM | 39,804 | $517.1K | <0.1% | 00.0% | Unchanged | History |
| BWXTBWX Technologies, Inc. | COM | 3,600 | $518.6K | <0.1% | 00.0% | Unchanged | History |
| EXCExelon Corp | Stock | 11,993 | $520.7K | <0.1% | +4,000+50.0% | Added | History |
| YORWYork Water Co | COM | 16,400 | $521.8K | <0.1% | −1,000−5.7% | Reduced | History |
| GEHCGE HealthCare Technologies Inc. | Stock | 7,091 | $525.2K | <0.1% | +1,727+32.2% | Added | History |
| iShares Core Dividend Growth ETF46434V621 | ETF | 8,259 | $528.1K | <0.1% | −20.0% | Reduced | – |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 8,900 | $528.6K | <0.1% | −125−1.4% | Reduced | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 6,652 | $528.8K | <0.1% | +6,652 | New | – |
| AKRAcadia Realty Trust | COM SH BEN INT | 28,271 | $530.6K | <0.1% | 00.0% | Unchanged | History |
| HTHHilltop Holdings Inc. | COM | 17,500 | $531.1K | <0.1% | 00.0% | Unchanged | History |
| MCKMcKesson Corp | Stock | 731 | $536.2K | <0.1% | +10+1.4% | Added | History |
| iShares Tr464288687 | PFD AND INCM SEC | 17,745 | $544.4K | <0.1% | 00.0% | Unchanged | – |
| FISVFiserv Inc | Stock | 3,160 | $544.8K | <0.1% | −75−2.3% | Reduced | History |
| FPHFive Point Holdings, LLC | COM CL A | 99,150 | $545.3K | <0.1% | 00.0% | Unchanged | History |
| TRUPTrupanion, Inc. | COM | 9,930 | $549.6K | <0.1% | +93+0.9% | Added | History |
| GDGeneral Dynamics Corp | Stock | 1,887 | $550.4K | <0.1% | 00.0% | Unchanged | History |
| CSGPCostar Group, Inc. | COM | 6,847 | $550.5K | <0.1% | 00.0% | Unchanged | History |
| APGAPi Group Corp | COM STK | 10,867 | $554.8K | <0.1% | 00.0% | Unchanged | History |
| TTTrane Technologies plc | SHS | 1,271 | $555.9K | <0.1% | +22+1.8% | Added | History |
| GWWW.W. Grainger, Inc. | Stock | 540 | $561.7K | <0.1% | 00.0% | Unchanged | History |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 23,106 | $564.7K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464288406 | MRGSTR MD CP VAL | 7,438 | $565.1K | <0.1% | 00.0% | Unchanged | – |
| STESTERIS plc | SHS USD | 2,370 | $569.3K | <0.1% | 00.0% | Unchanged | History |
| FSEAFirst Seacoast Bancorp, Inc. | COM | 50,000 | $569.5K | <0.1% | 00.0% | Unchanged | History |
| BA.PABoeing Co | DEP CONV PFD A | 8,445 | $574.3K | <0.1% | +8,445 | New | History |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 7,086 | $578.6K | <0.1% | +1,918+37.1% | Added | – |
| PNRPENTAIR plc | SHS | 5,660 | $581.1K | <0.1% | +22+0.4% | Added | History |
| CICigna Group | Stock | 1,759 | $581.5K | <0.1% | −28−1.6% | Reduced | History |
| CMPCompass Minerals International Inc | Stock | 29,500 | $592.7K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2025 (26)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| SPRSpirit AeroSystems Holdings, Inc. | COM CL A | 198,689 | $6.85M | <0.1% | History |
| ESIElement Solutions Inc | COM | 166,130 | $3.76M | <0.1% | History |
| MIRMirion Technologies, Inc. | COM CL A | 76,932 | $1.12M | <0.1% | History |
| ECGEverus Construction Group, Inc. | Stock | 28,930 | $1.07M | <0.1% | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 4,705 | $853.3K | <0.1% | History |
| DGDollar General Corp | COM | 8,903 | $782.8K | <0.1% | History |
| FANGDiamondback Energy, Inc. | Stock | 3,300 | $527.6K | <0.1% | History |
| WATWaters Corp | COM | 975 | $359.4K | <0.1% | History |
| COHRCoherent Corp. | COM | 5,150 | $334.4K | <0.1% | History |
| SASRSandy Spring Bancorp Inc | COM | 10,347 | $289.2K | <0.1% | History |
| MANManpowerGroup Inc. | COM | 4,975 | $288.0K | <0.1% | History |
| RYNRayonier Inc | COM | 10,165 | $283.4K | <0.1% | History |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 1,977 | $260.4K | <0.1% | – |
| GSKGSK plc | ADR | 6,019 | $235.6K | <0.1% | History |
| iShares Tr46429B655 | FLTG RATE NT ETF | 4,387 | $224.0K | <0.1% | – |
| AVDAmerican Vanguard Corp | COM | 50,000 | $220.0K | <0.1% | History |
| AVYAvery Dennison Corp | COM | 1,216 | $216.4K | <0.1% | History |
| DFSDiscover Financial Services | COM | 1,233 | $210.5K | <0.1% | History |
| AEPAmerican Electric Power Co Inc | Stock | 1,871 | $204.4K | <0.1% | History |
| NOVNOV Inc. | COM | 12,995 | $197.8K | <0.1% | History |
| UEUrban Edge Properties | COM | 10,317 | $196.0K | <0.1% | History |
| KWKennedy-Wilson Holdings, Inc. | COM | 18,500 | $162.8K | <0.1% | History |
| XRAYDentsply Sirona Inc. | Stock | 10,525 | $158.9K | <0.1% | History |
| ACPabrdn Income Credit Strategies Fund | COM | 13,712 | $80.8K | <0.1% | History |
| CHWCalamos Global Dynamic Income Fund | COM | 10,522 | $67.2K | <0.1% | History |
| NRONeuberger Real Estate Securities Income Fund Inc | COM | 14,081 | $46.5K | <0.1% | History |