First Manhattan Co
- SEC CIK
- 0000728083
- Latest filing
- Aug 14, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 714
- +16 vs. Q2 2025
- Portfolio value
- $37.9B
- +$2.45B (+6.9%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| UNHUnitedHealth Group Inc | Stock | 1,332,886 | $460.2M | 1.2% | −57,708−4.1% | Reduced | History |
| TTWOTake Two Interactive Software Inc | COM | 1,905,109 | $492.2M | 1.3% | −98,944−4.9% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 2,230,141 | $529.3M | 1.4% | +352,665+18.8% | Added | History |
| AVGOBroadcom Inc. | Stock | 2,234,589 | $737.2M | 1.9% | −28,302−1.3% | Reduced | History |
| ASMLASML Holding NV | ADR | 797,590 | $772.1M | 2.0% | +87,545+12.3% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,870,443 | $940.3M | 2.5% | −12,864−0.7% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 4,276,540 | $1.04B | 2.8% | −262,535−5.8% | Reduced | History |
| AZOAutoZone Inc | COM | 254,549 | $1.09B | 2.9% | −1,811−0.7% | Reduced | History |
| BNBROOKFIELD Corp | CL A LTD VT SH | 16,132,576 | $1.11B | 2.9% | −324,051−2.0% | Reduced | History |
| KKRKKR & Co. Inc. | COM | 8,529,603 | $1.11B | 2.9% | −190,608−2.2% | Reduced | History |
| ORCLOracle Corp | Stock | 4,085,835 | $1.15B | 3.0% | −385,830−8.6% | Reduced | History |
| AAPLApple Inc. | Stock | 5,263,575 | $1.34B | 3.5% | −248,719−4.5% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 4,364,610 | $2.26B | 6.0% | −67,480−1.5% | Reduced | History |
| BRK.ABerkshire Hathaway Inc | CL A | 14,658 | $11.1B | 29.2% | +321+2.2% | Added | History |
Sold out since Q2 2025 (30)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| ANSSAnsys Inc | COM | 639,344 | $224.6M | 0.6% | History |
| METCRamaco Resources, Inc. | COM CL A | 264,415 | $3.47M | <0.1% | History |
| METCBRamaco Resources, Inc. | COM CL B | 251,702 | $2.06M | <0.1% | History |
| EOLSEvolus, Inc. | COM | 150,000 | $1.38M | <0.1% | History |
| SNYSanofi | SPONSORED ADR | 22,724 | $1.10M | <0.1% | History |
| HESHess Corp | Stock | 6,380 | $883.9K | <0.1% | History |
| WSTWest Pharmaceutical Services Inc | COM | 3,823 | $836.5K | <0.1% | History |
| PPBIPacific Premier Bancorp Inc | COM | 38,469 | $811.3K | <0.1% | History |
| WTMWhite Mountains Insurance Group Ltd | COM | 401 | $720.1K | <0.1% | History |
| Global X Uranium ETF37954Y871 | ETF | 16,898 | $655.8K | <0.1% | – |
| ESGREnstar Group LTD | SHS | 1,461 | $491.4K | <0.1% | History |
| BRKLBrookline Bancorp Inc | COM | 38,675 | $408.0K | <0.1% | History |
| PWRQuanta Services, Inc. | COM | 1,078 | $407.6K | <0.1% | History |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 12,110 | $406.7K | <0.1% | – |
| EXPDExpeditors International of Washington Inc | COM | 3,447 | $393.8K | <0.1% | History |
| DOWDow Inc. | Stock | 13,910 | $368.3K | <0.1% | History |
| KKellanova | Stock | 4,276 | $340.1K | <0.1% | History |
| LULUlululemon athletica inc. | Stock | 1,408 | $334.5K | <0.1% | History |
| LSBKLake Shore Bancorp, Inc. | COM | 18,507 | $292.4K | <0.1% | History |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 4,343 | $283.8K | <0.1% | – |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 631 | $250.2K | <0.1% | – |
| HSBCHSBC Holdings PLC | SPON ADR NEW | 4,009 | $243.7K | <0.1% | History |
| Vanguard Wellington FD921935870 | SHORT TRM TAX EX | 2,240 | $226.1K | <0.1% | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 2,662 | $222.9K | <0.1% | – |
| HESMHess Midstream LP | CL A SHS | 5,750 | $221.4K | <0.1% | History |
| PIMCO ETF Tr72201R304 | 15+ YR US TIPS | 4,010 | $210.4K | <0.1% | – |
| ATRAptargroup, Inc. | Stock | 1,312 | $205.2K | <0.1% | History |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 2,230 | $201.0K | <0.1% | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 393 | $200.2K | <0.1% | History |
| EVLVEvolv Technologies Holdings, Inc. | COM CL A | 28,465 | $177.6K | <0.1% | History |