First Manhattan Co
- SEC CIK
- 0000728083
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 729
- +15 vs. Q3 2025
- Portfolio value
- $38.1B
- +$224.2M (+0.6%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TPLTexas Pacific Land Corp | Stock | 1,013,363 | $291.1M | 0.8% | 00.0% | UnchangedConverted for a 3-for-1 split | History |
| PMPhilip Morris International Inc. | Stock | 1,814,641 | $293.3M | 0.8% | +20,910+1.2% | Added | History |
| LINLinde PLC | Stock | 721,360 | $307.6M | 0.8% | +46,161+6.8% | Added | History |
| SPGIS&P Global Inc. | Stock | 634,837 | $331.8M | 0.9% | +16,335+2.6% | Added | History |
| LBLandBridge Co LLC | CL A | 6,861,939 | $338.7M | 0.9% | +1,330,099+24.0% | Added | History |
| LOWLowes Companies Inc | Stock | 1,498,010 | $361.3M | 0.9% | +20,094+1.4% | Added | History |
| SNPSSynopsys Inc | COM | 784,551 | $368.5M | 1.0% | +103,560+15.2% | Added | History |
| HONHoneywell International Inc | COM | 1,909,971 | $372.6M | 1.0% | +85,408+4.7% | Added | History |
| NVDANVIDIA Corp | Stock | 2,032,646 | $379.1M | 1.0% | +11,793+0.6% | Added | History |
| TTWOTake Two Interactive Software Inc | COM | 1,685,067 | $431.4M | 1.1% | −220,042−11.6% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 768,910 | $445.8M | 1.2% | −6,270−0.8% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 1,353,402 | $446.8M | 1.2% | +20,516+1.5% | Added | History |
| VVisa Inc. | Stock | 1,299,451 | $455.7M | 1.2% | +11,447+0.9% | Added | History |
| AMATApplied Materials Inc | Stock | 1,885,459 | $484.5M | 1.3% | −143,876−7.1% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 2,133,145 | $492.4M | 1.3% | +50,297+2.4% | Added | History |
| GOOGLAlphabet Inc. | Stock | 1,602,638 | $501.6M | 1.3% | −54,331−3.3% | Reduced | History |
| DHRDanaher Corp | Stock | 2,309,711 | $529.4M | 1.4% | −6,166−0.3% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 2,667,418 | $707.7M | 1.9% | +437,277+19.6% | Added | History |
| AVGOBroadcom Inc. | Stock | 2,211,185 | $765.3M | 2.0% | −23,404−1.0% | Reduced | History |
| ORCLOracle Corp | Stock | 3,982,534 | $776.2M | 2.0% | −103,301−2.5% | Reduced | History |
| ASMLASML Holding NV | ADR | 792,284 | $847.6M | 2.2% | −5,306−0.7% | Reduced | History |
| AZOAutoZone Inc | COM | 261,314 | $886.2M | 2.3% | +6,765+2.7% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,854,555 | $932.2M | 2.4% | −15,888−0.8% | Reduced | History |
| BNBROOKFIELD Corp | CL A LTD VT SH | 23,795,141 | $1.09B | 2.9% | +7,662,565+47.5% | Added | History |
| KKRKKR & Co. Inc. | COM | 8,597,044 | $1.10B | 2.9% | +67,441+0.8% | Added | History |
| GOOGAlphabet Inc. | Stock | 4,191,392 | $1.32B | 3.5% | −85,148−2.0% | Reduced | History |
| AAPLApple Inc. | Stock | 5,173,749 | $1.41B | 3.7% | −89,826−1.7% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 4,358,015 | $2.11B | 5.5% | −6,595−0.2% | Reduced | History |
| BRK.ABerkshire Hathaway Inc | CL A | 14,077 | $10.6B | 27.9% | −581−4.0% | Reduced | History |
Sold out since Q3 2025 (38)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| NICENICE Ltd. | SPONSORED ADR | 219,986 | $31.8M | 0.1% | History |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 153,682 | $15.8M | <0.1% | – |
| Aris Water Solutions, Inc.04041L106 | CLASS A COM | 611,435 | $15.1M | <0.1% | – |
| PPLIPeople Inc | COM NEW | 377,431 | $12.9M | <0.1% | History |
| VBTXVeritex Holdings, Inc. | COM | 308,172 | $10.3M | <0.1% | History |
| QIPTQuipt Home Medical Corp. | COM | 1,650,000 | $4.31M | <0.1% | History |
| HOSHornbeck Offshore Services, Inc. | Stock | 600,000 | $3.94M | <0.1% | History |
| CNCCentene Corp | Stock | 84,381 | $3.01M | <0.1% | History |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 73,853 | $1.86M | <0.1% | – |
| IONQIonQ, Inc. | COM | 20,200 | $1.24M | <0.1% | History |
| VMEOVimeo, Inc. | COMMON STOCK | 150,000 | $1.16M | <0.1% | History |
| ULUnilever PLC | SPON ADR NEW | 12,128 | $718.9K | <0.1% | History |
| CWBCCommunity West Bancshares | COM | 34,358 | $716.0K | <0.1% | History |
| GLIBKLiberty Capital Corp | SER C GCI GROUP | 19,019 | $708.8K | <0.1% | History |
| COLBColumbia Banking System, Inc. | COM | 27,450 | $706.6K | <0.1% | History |
| CRWVCoreWeave, Inc. | Stock | 5,018 | $686.7K | <0.1% | History |
| VICIVici Properties Inc. | COM | 18,615 | $615.4K | <0.1% | History |
| STZConstellation Brands, Inc. | Stock | 4,048 | $545.1K | <0.1% | History |
| WDAYWorkday, Inc. | CL A | 2,215 | $533.2K | <0.1% | History |
| Vanguard Real Estate ETF922908553 | ETF | 4,602 | $420.7K | <0.1% | – |
| FISVFiserv Inc | Stock | 2,810 | $362.3K | <0.1% | History |
| TFCTruist Financial Corp | COM | 6,874 | $314.3K | <0.1% | History |
| SSentinelOne, Inc. | CL A | 16,985 | $299.1K | <0.1% | History |
| iShares Tr464287341 | GLOBAL ENERG ETF | 6,294 | $262.8K | <0.1% | – |
| POSTPost Holdings, Inc. | COM | 2,395 | $257.4K | <0.1% | History |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 2,135 | $252.7K | <0.1% | – |
| KVUEKenvue Inc. | Stock | 15,002 | $243.5K | <0.1% | History |
| AMBAAmbarella Inc | SHS | 2,745 | $226.5K | <0.1% | History |
| SPGSimon Property Group Inc. | REIT | 1,190 | $223.4K | <0.1% | History |
| CCICrown Castle Inc. | REIT | 2,275 | $219.5K | <0.1% | History |
| AZZAzz Inc | COM | 2,000 | $218.3K | <0.1% | History |
| BANFBancfirst Corp | COM | 1,700 | $215.8K | <0.1% | History |
| CHDChurch & Dwight Co Inc | COM | 2,400 | $210.3K | <0.1% | History |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 1,454 | $207.1K | <0.1% | – |
| EQTEQT Corp | Stock | 3,801 | $206.9K | <0.1% | History |
| EXRExtra Space Storage Inc. | COM | 1,457 | $205.3K | <0.1% | History |
| MYNBlackRock Muniyield New York Quality Fund, Inc. | COM | 12,068 | $120.1K | <0.1% | History |
| CLSDClearside Biomedical, Inc. | COM NEW | 22,846 | $90.7K | <0.1% | History |