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Livermore
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First Manhattan Co

SEC CIK
0000728083
最新申報
2026/8/14

2021 年第 2 季持倉

持倉截至 2021/6/30，2021/8/16 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。

機構總覽
持股檔數
1,616
較 2021 年第 1 季 +94
總值
$273.9 億
較 2021 年第 1 季 +$42.0 億 (+18.1%)
申報日
2021/8/16
SEC
First Manhattan Co 在 2021 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Danone Sponsored ADR23636T100COM8,765$12.3 萬<0.1%00.0%不變–
IPInternational Paper CoCOM2,024$12.4 萬<0.1%+24+1.2%加碼歷史
CGCarlyle Group Inc.COM2,700$12.5 萬<0.1%00.0%不變歷史
GAMGeneral American Investors Co IncCOM2,915$12.6 萬<0.1%+225+8.4%加碼歷史
TMHCTaylor Morrison Home CorpCOM4,840$12.7 萬<0.1%+4,840新進歷史
CBSHCommerce Bancshares IncStock1,734$12.9 萬<0.1%00.0%不變歷史
PWRQuanta Services, Inc.COM1,430$12.9 萬<0.1%00.0%不變歷史
IPARInterparfums IncCOM1,800$12.9 萬<0.1%00.0%不變歷史
BHCBausch Health Companies Inc.Stock4,500$13.1 萬<0.1%+1,500+50.0%加碼歷史
PTONPeloton Interactive, Inc.CL A COM1,070$13.2 萬<0.1%00.0%不變歷史
MCKMcKesson CorpStock700$13.3 萬<0.1%00.0%不變歷史
CNICanadian National Railway CoStock1,267$13.3 萬<0.1%00.0%不變歷史
OCSLOaktree Specialty Lending CorpCOM20,000$13.3 萬<0.1%00.0%不變歷史
WINAWinmark CorpCOM700$13.4 萬<0.1%00.0%不變歷史
CTSHCognizant Technology Solutions CorpCL A1,949$13.4 萬<0.1%+47+2.5%加碼歷史
AOUTAmerican Outdoor Brands, Inc.COM3,868$13.5 萬<0.1%00.0%不變歷史
JHGJanus Henderson Group Ltd.ORD SHS3,539$13.7 萬<0.1%00.0%不變歷史
ISRGIntuitive Surgical IncCOM NEW150$13.7 萬<0.1%00.0%不變歷史
INSGInseego Corp.COM13,700$13.8 萬<0.1%00.0%不變歷史
LDOSLeidos Holdings, Inc.COM1,382$13.9 萬<0.1%00.0%不變歷史
OPKOpko Health, Inc.COM34,500$13.9 萬<0.1%−6,250−15.3%減碼歷史
WMKWeis Markets IncCOM2,700$13.9 萬<0.1%00.0%不變歷史
SANWS&W Seed CoCOM39,200$14.2 萬<0.1%−18,800−32.4%減碼歷史
Imv Inc44974L103COM66,368$14.4 萬<0.1%00.0%不變–
EAFGraftech International LtdCOM12,501$14.5 萬<0.1%−2,499−16.7%減碼歷史
BCELAtreca, Inc.CL A COM17,151$14.6 萬<0.1%+17,151新進歷史
MELIMercadolibre IncCOM95$14.7 萬<0.1%00.0%不變歷史
LHLabcorp Holdings Inc.COM NEW536$14.7 萬<0.1%00.0%不變歷史
TRPTC Energy CorpCOM3,000$14.8 萬<0.1%00.0%不變歷史
AZEKAZEK Co Inc.CL A3,500$14.8 萬<0.1%00.0%不變歷史
MSMorgan StanleyStock1,641$15.0 萬<0.1%+76+4.9%加碼歷史
RPRXRoyalty Pharma plcSHS CLASS A3,700$15.1 萬<0.1%00.0%不變歷史
FBINFortune Brands Innovations, Inc.COM1,522$15.1 萬<0.1%00.0%不變歷史
TCMDTactile Systems Technology IncCOM2,906$15.1 萬<0.1%00.0%不變歷史
KRPKimbell Royalty Partners, LPUNIT11,970$15.3 萬<0.1%+11,970新進歷史
TTECTTEC Holdings, Inc.COM1,500$15.4 萬<0.1%00.0%不變歷史
ALLEAllegion plcORD SHS1,116$15.5 萬<0.1%−250−18.3%減碼歷史
ACTGAcacia Research CorpACACIA TCH COM23,000$15.5 萬<0.1%00.0%不變歷史
MRNAModerna, Inc.Stock675$15.8 萬<0.1%00.0%不變歷史
Vanguard Information Technology ETF92204A702ETF398$15.8 萬<0.1%00.0%不變–
CAHCardinal Health IncStock2,800$15.9 萬<0.1%00.0%不變歷史
BTIBritish American Tobacco p.l.c.SPONSORED ADR4,090$16.0 萬<0.1%−190−4.4%減碼歷史
BIOBio-Rad Laboratories, Inc.CL A250$16.1 萬<0.1%00.0%不變歷史
NOKNokia CorpSPONSORED ADR30,468$16.2 萬<0.1%+4,000+15.1%加碼歷史
SPDR Series Trust78464A763ST STR SP DIV1,327$16.2 萬<0.1%00.0%不變–
EFXEquifax IncCOM693$16.5 萬<0.1%00.0%不變歷史
APTVAptiv PLCSHS1,051$16.5 萬<0.1%00.0%不變歷史
iShares Russell Midcap ETF464287499ETF2,101$16.6 萬<0.1%00.0%不變–
Global X FDS37954Y830GLOBAL X COPPER4,475$16.6 萬<0.1%+4,475新進–
MLIMueller Industries IncCOM3,900$16.8 萬<0.1%−4,000−50.6%減碼歷史
EOIEaton Vance Enhanced Equity Income FundCOM9,073$16.8 萬<0.1%+137+1.5%加碼歷史
NBHCNational Bank Holdings CorpCL A4,525$17.0 萬<0.1%00.0%不變歷史
PCGPG&E CorpStock17,000$17.2 萬<0.1%+11,000+183.3%加碼歷史
ADMArcher-Daniels-Midland CoStock2,904$17.5 萬<0.1%00.0%不變歷史
CHGGChegg, IncCOM2,125$17.6 萬<0.1%−200−8.6%減碼歷史
MURMurphy Oil CorpCOM7,640$17.7 萬<0.1%00.0%不變歷史
SMGScotts Miracle-Gro CoStock935$17.9 萬<0.1%00.0%不變歷史
State Street Health Care Select Sector SPDR ETF81369Y209ETF1,423$17.9 萬<0.1%+326+29.7%加碼–
DKNGDraftKings Inc.COM CL A3,450$17.9 萬<0.1%+800+30.2%加碼歷史
iShares Tr46435U713US INFRASTRUC5,125$18.0 萬<0.1%+625+13.9%加碼–
ZBRAZebra Technologies CorpCL A340$18.0 萬<0.1%−27−7.4%減碼歷史
Professional Hldg Corp743139107CL A COM10,000$18.0 萬<0.1%00.0%不變–
WNEBWestern New England Bancorp, Inc.COM22,308$18.1 萬<0.1%00.0%不變歷史
WTMWhite Mountains Insurance Group LtdCOM160$18.3 萬<0.1%+4+2.6%加碼歷史
EXRExtra Space Storage Inc.COM1,125$18.4 萬<0.1%00.0%不變歷史
Global X FDS37954Y673US INFR DEV ETF7,175$18.4 萬<0.1%+875+13.9%加碼–
MUMicron Technology IncStock2,200$18.6 萬<0.1%00.0%不變歷史
iShares Tr464288760US AER DEF ETF1,700$18.6 萬<0.1%00.0%不變–
NUENucor CorpCOM1,939$18.6 萬<0.1%−1−0.1%減碼歷史
CNACna Financial CorpCOM4,100$18.6 萬<0.1%00.0%不變歷史
MNDOMind Cti LtdORD60,000$18.6 萬<0.1%00.0%不變歷史
iShares Tr4642874407-10 YR TRSY BD1,642$18.9 萬<0.1%00.0%不變–
VRNSVaronis Systems IncCOM3,300$19.0 萬<0.1%00.0%不變歷史
ABNBAirbnb, Inc.Stock1,250$19.1 萬<0.1%+150+13.6%加碼歷史
DOVDOVER CorpCOM1,274$19.1 萬<0.1%−20−1.5%減碼歷史
IRWDIronwood Pharmaceuticals IncCOM CL A14,925$19.2 萬<0.1%00.0%不變歷史
BOHBank of Hawaii CorpCOM2,303$19.3 萬<0.1%−552−19.3%減碼歷史
DRIDarden Restaurants IncCOM1,329$19.4 萬<0.1%00.0%不變歷史
iShares Future AI & Tech ETF46435U556ETF4,400$19.7 萬<0.1%00.0%不變–
MEDMedifast IncCOM700$19.8 萬<0.1%00.0%不變歷史
Vanguard Morningstar Mid-Cap Value ETF922908512ETF1,418$19.9 萬<0.1%−50−3.4%減碼–
QVCGAOld QVC Group, Inc.COM SER A15,262$19.9 萬<0.1%00.0%不變歷史
RNPCohen & Steers REIT & Preferred & Income Fund IncCOM7,400$20.1 萬<0.1%+7,400新進歷史
XELXcel Energy IncStock3,100$20.4 萬<0.1%00.0%不變歷史
TFXTeleflex IncCOM510$20.4 萬<0.1%00.0%不變歷史
NVONovo Nordisk A SADR2,468$20.6 萬<0.1%00.0%不變歷史
CDKCDK Global, Inc.COM4,155$20.6 萬<0.1%00.0%不變歷史
KEYKeycorpCOM10,078$20.8 萬<0.1%−209−2.0%減碼歷史
SNDASonida Senior Living, Inc.COM4,333$21.4 萬<0.1%00.0%不變歷史
XPOXPO, Inc.COM1,540$21.5 萬<0.1%00.0%不變歷史
AVBAvalonbay Communities IncCOM1,031$21.5 萬<0.1%00.0%不變歷史
MROMarathon Oil CorpCOM16,000$21.7 萬<0.1%00.0%不變歷史
Vanguard Short-Term Bond ETF921937827ETF2,655$21.8 萬<0.1%00.0%不變–
U.S. Global Jets ETF26922A842ETF9,175$22.1 萬<0.1%−6,400−41.1%減碼–
TRIPTripAdvisor, Inc.COM5,530$22.2 萬<0.1%00.0%不變歷史
TDOCTeladoc Health, Inc.COM1,341$22.2 萬<0.1%+65+5.1%加碼歷史
Northeast BK Portland Me66405S100COM7,500$22.4 萬<0.1%00.0%不變–
OPBKOP BancorpCOM22,500$22.6 萬<0.1%00.0%不變歷史
EDConsolidated Edison IncStock3,188$22.8 萬<0.1%00.0%不變歷史
USASAmericas Gold & Silver CorpCOM150,000$22.8 萬<0.1%00.0%不變歷史

2021 年第 1 季之後清倉（73 檔）

2021 年第 1 季季末還持有、這份申報已經沒有的部位。

First Manhattan Co 在 2021 年第 1 季之後清倉的部位
證券類別2021 年第 1 季股數2021 年第 1 季市值2021 年第 1 季佔組合 %紀錄
IAC Interactivecorp New44891N109COM2,782,183$6.02 億2.6%–
TVRDTvardi Therapeutics, Inc.COM2,169,351$4,710 萬0.2%歷史
Extended Stay Amer Inc30224P200UNIT 99/99/9999B1,422,922$2,810 萬0.1%–
Protective Ins Corp74368L203CL B399,554$913.7 萬<0.1%–
TCF Finl Corp872307103COM140,106$650.9 萬<0.1%–
TALTAL Education GroupSPONSORED ADS96,700$520.7 萬<0.1%歷史
REPLReplimune Group, Inc.COM146,272$446.2 萬<0.1%歷史
ADIAnalog Devices IncCOMMON27,893$432.5 萬<0.1%歷史
Flir Sys Inc302445101COM73,525$415.1 萬<0.1%–
1st Colonial Bancorp319716106COM390,566$387.8 萬<0.1%–
SRRKScholar Rock Holding CorpCOM54,867$277.9 萬<0.1%歷史
WWEWorld Wrestling Entertainment, LLCCL A27,157$147.3 萬<0.1%歷史
NNBRNN IncCOM100,000$70.7 萬<0.1%歷史
Varian Med Sys Inc92220P105COM3,970$70.0 萬<0.1%–
MSTRStrategy IncStock750$50.9 萬<0.1%歷史
CADECadence BancorporationCL A20,000$41.4 萬<0.1%歷史
iShares Inc464286582MSCI JAPN SMCETF4,500$36.6 萬<0.1%–
Boingo Wireless Inc09739C102COM22,500$31.6 萬<0.1%–
OMOutset Medical, Inc.COM3,600$19.5 萬<0.1%歷史
First Tr Exchange-Traded FD33737K205INDXX NEXTG ETF1,993$14.5 萬<0.1%–
METCRamaco Resources, Inc.COM30,000$12.6 萬<0.1%歷史
THGHanover Insurance Group, Inc.COM794$10.2 萬<0.1%歷史
Lattice Strategies Tr518416102HARTFORD MLT ETF3,190$9.40 萬<0.1%–
NVRIEnviri CorpCOM5,195$8.90 萬<0.1%歷史
SPDR Series Trust78464A516ST INTL BBG ETF2,984$8.60 萬<0.1%–
WisdomTree Tr97717W315EMER MKT HIGH FD1,864$8.20 萬<0.1%–
Realpage Inc75606N109COM800$6.90 萬<0.1%–
NRKNuveen New York Amt-Free Quality Municipal Income FundCOM4,500$6.10 萬<0.1%歷史
Etfis Ser Tr I26923G780VIRTUS REAL AS1,950$4.80 萬<0.1%–
ACAArcosa, Inc.COM649$4.20 萬<0.1%歷史
ETF Managers Tr26924G201PRIME CYBR SCRTY750$4.10 萬<0.1%–
iShares Tr46429B7470-5 YR TIPS ETF380$4.00 萬<0.1%–
LEELee Enterprises, IncCOM1,500$3.80 萬<0.1%歷史
STRSStratus Properties IncCOM NEW1,250$3.80 萬<0.1%歷史
PBHPrestige Consumer Healthcare Inc.COM800$3.50 萬<0.1%歷史
DTEDte Energy CoCOM250$3.30 萬<0.1%歷史
GLPIGaming & Leisure Properties, Inc.COM776$3.20 萬<0.1%歷史
Protective Ins Corp74368L104CL A1,400$3.20 萬<0.1%–
UMCUnited Microelectronics CorpSPON ADR NEW3,000$2.70 萬<0.1%歷史
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF300$2.50 萬<0.1%–
SFNCSimmons First National CorpCL A $1 PAR780$2.30 萬<0.1%歷史
Genmark Diagnostics Inc372309104COM1,000$2.30 萬<0.1%–
Global X FDS37954Y814FINTECH ETF500$2.20 萬<0.1%–
Schwab International Small-Cap Equity ETF808524888ETF482$1.90 萬<0.1%–
BlackRock New York Mun Incom09249U105COM1,351$1.90 萬<0.1%–
TWITitan International IncCOM2,000$1.80 萬<0.1%歷史
AELAmerican National Group Inc.COM600$1.80 萬<0.1%歷史
iShares Inc464286665MSCI PAC JP ETF352$1.70 萬<0.1%–
Schwab Strategic Tr808524862SHT TM US TRES341$1.70 萬<0.1%–
Alps ETF Tr00162Q478DISRUPTIVE TECH400$1.70 萬<0.1%–
Fly Leasing Ltd34407D109SPONSORED ADR1,000$1.60 萬<0.1%–
iShares U.S. Medical Devices ETF464288810ETF46$1.50 萬<0.1%–
FSKFS KKR Capital CorpCOM801$1.50 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138G656S&P ULTRA DIVIDE347$1.30 萬<0.1%–
Invesco Exch Traded FD Tr II46138G102S&P SMLCP LOW250$1.10 萬<0.1%–
SNFIStark Novus Financial Inc.COM CL A1,000$1.10 萬<0.1%歷史
UFSDomtar CORPCOM NEW250$9,000<0.1%歷史
Aphria Inc03765K104COM425$7,000<0.1%–
Crucible Acquisition Corp22877P207UNIT 12/26/2025600$6,000<0.1%–
NUVANuvasive IncCOM100$6,000<0.1%歷史
Colicity Inc194170205UNIT 02/24/2026500$5,000<0.1%–
Finserv Acquisition Corp318085107CL A400$5,000<0.1%–
UGLProShares Trust IIULTRA GOLD100$5,000<0.1%歷史
SVF Investment Corp.G8601L110UNIT 12/20/2025500$5,000<0.1%–
Compute Health Acquisitin Co204833206UNIT 99/99/9999440$4,000<0.1%–
Altimar Acquisition Corp IIG03709113UNIT 99/99/9999440$4,000<0.1%–
HNIHni CorpStock100$3,000<0.1%歷史
ARCArc Document Solutions, Inc.COM1,200$2,000<0.1%歷史
SJTSan Juan Basin Royalty TrustUNIT BEN INT600$2,000<0.1%歷史
SPTNSpartanNash CoCOM120$2,000<0.1%歷史
Entercom Communications Corp293639100CL A232$1,000<0.1%–
Perspecta Inc715347100COM43$1,000<0.1%–
PRSOPeraso Inc.COM119$00.0%歷史