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Livermore
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First Manhattan Co

SEC CIK
0000728083
最新申報
2026/8/14

2022 年第 2 季持倉

持倉截至 2022/6/30，2022/8/15 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。

機構總覽
持股檔數
1,658
較 2022 年第 1 季 −16
總值
$248.1 億
較 2022 年第 1 季 −$57.6 億 (−18.8%)
申報日
2022/8/15
SEC
First Manhattan Co 在 2022 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
TRPTC Energy CorpCOM3,000$15.5 萬<0.1%00.0%不變歷史
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS20,907$15.7 萬<0.1%+10.0%加碼歷史
RNPCohen & Steers REIT & Preferred & Income Fund IncCOM7,400$15.7 萬<0.1%00.0%不變歷史
iShares Tr464288158SHRT NAT MUN ETF1,500$15.7 萬<0.1%+1,500新進–
SPDR Series Trust78464A763ST STR SP DIV1,327$15.7 萬<0.1%00.0%不變–
SPLKSplunk IncCOM1,800$15.9 萬<0.1%00.0%不變歷史
BANFBancfirst CorpCOM1,700$16.2 萬<0.1%00.0%不變歷史
TGBTrekor Metals LtdCOM150,000$16.2 萬<0.1%00.0%不變歷史
iShares Tr4642874407-10 YR TRSY BD1,612$16.4 萬<0.1%00.0%不變–
METMetlife IncStock2,641$16.5 萬<0.1%+74+2.9%加碼歷史
FMAOFarmers & Merchants Bancorp IncCOM5,000$16.5 萬<0.1%00.0%不變歷史
PBProsperity Bancshares IncCOM2,476$16.9 萬<0.1%00.0%不變歷史
ELVElevance Health, Inc.Stock356$17.1 萬<0.1%00.0%不變歷史
KEYKeycorpCOM9,968$17.1 萬<0.1%−110−1.1%減碼歷史
XYZBlock, Inc.CL A2,810$17.2 萬<0.1%−300−9.6%減碼歷史
PTONPeloton Interactive, Inc.CL A COM18,750$17.2 萬<0.1%−120−0.6%減碼歷史
IRWDIronwood Pharmaceuticals IncCOM CL A14,925$17.2 萬<0.1%00.0%不變歷史
HBIHanesbrands Inc.COM16,812$17.2 萬<0.1%−1,412−7.7%減碼歷史
BTIBritish American Tobacco p.l.c.SPONSORED ADR4,050$17.3 萬<0.1%00.0%不變歷史
NBHCNational Bank Holdings CorpCL A4,525$17.3 萬<0.1%00.0%不變歷史
RHRHCOM830$17.6 萬<0.1%00.0%不變歷史
SOSouthern CoStock2,494$17.7 萬<0.1%−1,976−44.2%減碼歷史
DOVDOVER CorpCOM1,474$17.8 萬<0.1%00.0%不變歷史
VREVeris Residential, Inc.COM13,500$17.8 萬<0.1%00.0%不變歷史
PWRQuanta Services, Inc.COM1,430$17.9 萬<0.1%00.0%不變歷史
EXPEExpedia Group, Inc.Stock1,902$18.0 萬<0.1%−297−13.5%減碼歷史
OWLBlue Owl Capital Inc.COM CL A18,000$18.0 萬<0.1%+18,000新進歷史
CMICummins IncStock957$18.5 萬<0.1%00.0%不變歷史
PANWPalo Alto Networks IncStock382$18.8 萬<0.1%+82+27.3%加碼歷史
WLYJohn Wiley & Sons, Inc.CL A3,950$18.8 萬<0.1%00.0%不變歷史
KDKyndryl Holdings, Inc.Stock19,351$18.9 萬<0.1%−3,025−13.5%減碼歷史
Vanguard Scottsdale FDS92206C649VNG RUS2000VAL1,595$19.0 萬<0.1%+675+73.4%加碼–
EXRExtra Space Storage Inc.COM1,125$19.1 萬<0.1%00.0%不變歷史
Vanguard Star FDS921909768VG TL INTL STK F3,747$19.3 萬<0.1%+1,269+51.2%加碼–
WTMWhite Mountains Insurance Group LtdCOM156$19.4 萬<0.1%00.0%不變歷史
REAXReal REMAX Group Inc.COM NEW129,252$19.6 萬<0.1%−23,865−15.6%減碼歷史
COHRCoherent Corp.COM3,875$19.7 萬<0.1%00.0%不變歷史
KMIKinder Morgan, Inc.Stock11,838$19.8 萬<0.1%−888−7.0%減碼歷史
MKTXMarketaxess Holdings IncCOM785$20.0 萬<0.1%00.0%不變歷史
FSBWFS Bancorp, Inc.COM7,000$20.0 萬<0.1%00.0%不變歷史
WDCWestern Digital CorpCOM4,500$20.1 萬<0.1%00.0%不變歷史
WMKWeis Markets IncCOM2,700$20.1 萬<0.1%00.0%不變歷史
NUENucor CorpCOM1,940$20.2 萬<0.1%00.0%不變歷史
Global X FDS37954Y673US INFR DEV ETF8,900$20.2 萬<0.1%00.0%不變–
FICOFair Isaac CorpCOM508$20.3 萬<0.1%−50−9.0%減碼歷史
CDKCDK Global, Inc.COM3,727$20.4 萬<0.1%−428−10.3%減碼歷史
EEXEmerald Holding, Inc.COM50,400$20.5 萬<0.1%00.0%不變歷史
First Tr Exch Traded FD III33739E108PFD SECS INC ETF12,000$20.6 萬<0.1%00.0%不變–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF1,599$20.7 萬<0.1%00.0%不變–
MLIMueller Industries IncCOM3,900$20.7 萬<0.1%00.0%不變歷史
Principal Exchange Traded FD74255Y888SPECTRUM PFD12,000$20.7 萬<0.1%00.0%不變–
TTTrane Technologies plcSHS1,620$21.0 萬<0.1%00.0%不變歷史
CULLCullman Bancorp, Inc.COM18,744$21.1 萬<0.1%00.0%不變歷史
AEPAmerican Electric Power Co IncStock2,214$21.2 萬<0.1%−1,044−32.0%減碼歷史
iShares Inc464286608MSCI EURZONE ETF5,938$21.5 萬<0.1%−782−11.6%減碼–
POSTPost Holdings, Inc.COM2,614$21.5 萬<0.1%−339−11.5%減碼歷史
NECBNorthEast Community Bancorp, Inc.COM18,313$21.5 萬<0.1%00.0%不變歷史
BOTJBank of the James Financial Group IncCOM16,711$21.7 萬<0.1%00.0%不變歷史
XELXcel Energy IncStock3,100$21.9 萬<0.1%00.0%不變歷史
Invesco Exch Traded FD Tr II46138G870VAR RATE PFD10,000$22.1 萬<0.1%+10,000新進–
XOMAXOMA Royalty CorpCOM NEW10,000$22.2 萬<0.1%00.0%不變歷史
ProShares Tr74347B425SHORT S&P 500 NE13,525$22.3 萬<0.1%+13,500+54,000.0%加碼–
BRBroadridge Financial Solutions, Inc.Stock1,572$22.4 萬<0.1%00.0%不變歷史
Invesco Exchange Traded FD T46137V308BUYBACK ACHIEV2,900$22.4 萬<0.1%00.0%不變–
ADMArcher-Daniels-Midland CoStock2,904$22.5 萬<0.1%00.0%不變歷史
CDNSCadence Design Systems IncStock1,500$22.5 萬<0.1%−22−1.4%減碼歷史
MCKMcKesson CorpStock700$22.8 萬<0.1%−208−22.9%減碼歷史
CNICanadian National Railway CoStock2,041$22.9 萬<0.1%+1,213+146.5%加碼歷史
ALECAlector, Inc.COM22,610$22.9 萬<0.1%00.0%不變歷史
LHLabcorp Holdings Inc.COM NEW980$22.9 萬<0.1%−156−13.7%減碼歷史
DHIHorton D R IncCOM3,478$23.0 萬<0.1%00.0%不變歷史
Vanguard Whitehall FDS921946810INTL DVD ETF3,375$23.1 萬<0.1%+1,100+48.4%加碼–
EXCExelon CorpStock5,180$23.4 萬<0.1%00.0%不變歷史
COOCooper Companies, Inc.COM NEW750$23.4 萬<0.1%00.0%不變歷史
BNSBank of Nova ScotiaCOM4,000$23.6 萬<0.1%00.0%不變歷史
TNDMTandem Diabetes Care IncCOM NEW4,000$23.6 萬<0.1%00.0%不變歷史
OPBKOP BancorpCOM22,500$23.6 萬<0.1%00.0%不變歷史
FISVFiserv IncStock2,680$23.8 萬<0.1%−800−23.0%減碼歷史
NOVNOV Inc.COM14,187$23.9 萬<0.1%00.0%不變歷史
MORNMorningstar, Inc.COM993$24.0 萬<0.1%00.0%不變歷史
NVONovo Nordisk A SADR2,189$24.3 萬<0.1%00.0%不變歷史
Invesco Exchange Traded FD T46137V506DIVID ACHIEVEV7,050$24.3 萬<0.1%00.0%不變–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 1800$24.6 萬<0.1%00.0%不變歷史
PNRPENTAIR plcSHS5,385$24.6 萬<0.1%−1,434−21.0%減碼歷史
CACCCredit Acceptance CorpCOM525$24.8 萬<0.1%00.0%不變歷史
FCXFreeport-McMoran IncStock8,600$25.1 萬<0.1%00.0%不變歷史
ALEXAlexander & Baldwin, Inc.COM14,008$25.1 萬<0.1%−18,461−56.9%減碼歷史
FFord Motor CoStock22,796$25.3 萬<0.1%+2,350+11.5%加碼歷史
EDConsolidated Edison IncStock2,661$25.3 萬<0.1%−448−14.4%減碼歷史
UGUnited Guardian IncCOM17,062$25.5 萬<0.1%00.0%不變歷史
CTRACoterra Energy Inc.Stock10,000$25.7 萬<0.1%−1,839−15.5%減碼歷史
TYLTyler Technologies IncCOM775$25.7 萬<0.1%−616−44.3%減碼歷史
AZNAstraZeneca PLCSPONSORED ADR3,900$25.7 萬<0.1%00.0%不變歷史
CLSDClearside Biomedical, Inc.COM175,000$25.7 萬<0.1%00.0%不變歷史
LSBKLake Shore Bancorp, Inc.COM18,507$25.9 萬<0.1%00.0%不變歷史
ELANElanco Animal Health IncCOM13,427$26.3 萬<0.1%00.0%不變歷史
BANCBanc of California, Inc.COM15,000$26.4 萬<0.1%00.0%不變歷史
U.S. Global Jets ETF26922A842ETF16,110$26.5 萬<0.1%−975−5.7%減碼–
ARMKAramarkCOM8,672$26.5 萬<0.1%00.0%不變歷史
iShares Tr46428743220 YR TR BD ETF2,320$26.6 萬<0.1%−1,497−39.2%減碼–

2022 年第 1 季之後清倉（88 檔）

2022 年第 1 季季末還持有、這份申報已經沒有的部位。

First Manhattan Co 在 2022 年第 1 季之後清倉的部位
證券類別2022 年第 1 季股數2022 年第 1 季市值2022 年第 1 季佔組合 %紀錄
ANATAmerican National Group IncCOM NEW146,361$2,768 萬0.1%歷史
Discovery Inc25470F302COM SER C755,620$1,887 萬0.1%–
ORICOric Pharmaceuticals, Inc.COM1,955,538$1,044 萬<0.1%歷史
HRMYHarmony Biosciences Holdings, Inc.COM153,673$747.6 萬<0.1%歷史
HBPHuttig Building Products IncCOM370,000$394.4 萬<0.1%歷史
WBDWarner Bros. Discovery, Inc.COM SER A157,211$391.7 萬<0.1%歷史
OYSTOyster Point Pharma, Inc.COM260,553$303.2 萬<0.1%歷史
FULCFulcrum Therapeutics, Inc.COM116,622$275.8 萬<0.1%歷史
FOEFerro CorpCOM81,555$177.3 萬<0.1%歷史
MACMacerich CoCOM83,759$130.9 萬<0.1%歷史
ARCHArch Resources, Inc.CL A7,325$100.6 萬<0.1%歷史
PBCTPeople's United Financial, Inc.COM39,404$78.6 萬<0.1%歷史
AZPNASPENTECH CorpCOM4,354$72.0 萬<0.1%歷史
Abcam PLC000380204ADS22,910$41.9 萬<0.1%–
COLBColumbia Banking System, Inc.COM10,200$32.9 萬<0.1%歷史
CNACna Financial CorpCOM4,100$19.9 萬<0.1%歷史
EOIEaton Vance Enhanced Equity Income FundCOM9,373$17.2 萬<0.1%歷史
MELIMercadolibre IncCOM99$11.7 萬<0.1%歷史
FLWS1 800 Flowers Com IncCL A8,892$11.3 萬<0.1%歷史
FLFoot Locker, Inc.COM3,000$8.80 萬<0.1%歷史
Exchange Traded Concepts Tru301505707ROBO GLB ETF1,450$8.40 萬<0.1%–
LAZLazard, Inc.SHS A2,205$7.50 萬<0.1%歷史
SPDR Index Shs FDS78463X533ST MAR DIVID ETF2,500$7.30 萬<0.1%–
Coherent Inc192479103COM200$5.40 萬<0.1%–
ODFLOld Dominion Freight Line, Inc.COM175$5.20 萬<0.1%歷史
SPDR Series Trust78468R721STATE STREET SPD981$4.60 萬<0.1%–
ACTGAcacia Research CorpACACIA TCH COM10,000$4.50 萬<0.1%歷史
SWKSSkyworks Solutions, Inc.Stock326$4.30 萬<0.1%歷史
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF973$4.00 萬<0.1%–
INMDInMode Ltd.SHS1,100$4.00 萬<0.1%歷史
RRyder System IncCOM486$3.80 萬<0.1%歷史
CARMCarisma Therapeutics Inc.COM62,000$3.70 萬<0.1%歷史
iShares Tr464287184CHINA LG-CAP ETF1,079$3.40 萬<0.1%–
Invesco Exchange Traded FD T46137V571GLOBAL DRGN CN1,182$3.40 萬<0.1%–
VOYAVoya Financial, Inc.COM510$3.30 萬<0.1%歷史
iShares Tr464288513IBOXX HI YD ETF382$3.10 萬<0.1%–
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF500$3.10 萬<0.1%–
iShares Tr46429B366CMBS ETF575$2.80 萬<0.1%–
Osi ETF Tr67110P704OSHS GBL INTER715$2.60 萬<0.1%–
CBTCabot CorpCOM350$2.30 萬<0.1%歷史
NKLANikola CorpCOM2,000$2.10 萬<0.1%歷史
JPMorgan Ultra-Short Income ETF46641Q837ETF374$1.80 萬<0.1%–
ETF Managers Tr26924G102PRIME JUNIR SLVR1,300$1.80 萬<0.1%–
JOEST JOE CoCOM300$1.70 萬<0.1%歷史
WisdomTree Tr97717W281EMG MKTS SMCAP320$1.70 萬<0.1%–
iShares Inc464286871MSCI HONG KG ETF718$1.60 萬<0.1%–
CBUSCibus, Inc.COM16,000$1.60 萬<0.1%歷史
iShares S&P Small-Cap 600 Value ETF464287879ETF152$1.50 萬<0.1%–
IMPLIPI Legacy Liquidation CoCOM2,100$1.30 萬<0.1%歷史
SPDR Index Shs FDS78463X772ST S&P INTL ETF300$1.10 萬<0.1%–
LGNDLigand Pharmaceuticals IncCOM NEW100$1.10 萬<0.1%歷史
iShares Tr464288877EAFE VALUE ETF234$1.10 萬<0.1%–
BMBLBumble Inc.COM CL A400$1.10 萬<0.1%歷史
Tidal ETF Tr886364207SOFI SELCT 500700$1.10 萬<0.1%–
KGCKinross Gold CorpCOM1,500$8,000<0.1%歷史
WisdomTree Tr97717W604US SMALLCAP DIVD280$8,000<0.1%–
ISBCInvestors Bancorp, Inc.COM544$8,000<0.1%歷史
Osi ETF Tr67110P407OSHARES US QUALT200$8,000<0.1%–
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF108$7,000<0.1%–
PHIPLDT Inc.SPONSORED ADR200$7,000<0.1%歷史
iShares S&P Small-Cap 600 Growth ETF464287887ETF55$6,000<0.1%–
Global X FDS37954Y848GLOBAL X SILVER166$6,000<0.1%–
GLDMWorld Gold TrustSPDR GLD MINIS160$6,000<0.1%歷史
PLANAnaplan, Inc.COM100$6,000<0.1%歷史
BCBrunswick CorpCOM62$5,000<0.1%歷史
CELPCypress Environmental Partners, L.P.LTD PARTNER INT3,047$5,000<0.1%歷史
STEMStem, Inc.CL A500$5,000<0.1%歷史
CXMSprinklr, Inc.CL A400$4,000<0.1%歷史
SPDR Index Shs FDS78463X749ST DOW GLOBA ETF60$3,000<0.1%–
GNCAGenocea Biosciences, Inc.COM NEW2,500$3,000<0.1%歷史
VRTVVeritiv CorpCOM23$3,000<0.1%歷史
OTLYOatly Group ABSPONSORED ADS700$3,000<0.1%歷史
EIXEdison InternationalStock29$2,000<0.1%歷史
iShares Tr464288117INTL TREA BD ETF52$2,000<0.1%–
PINSPinterest, Inc.CL A100$2,000<0.1%歷史
AGENAgenus IncCOM NEW1,000$2,000<0.1%歷史
ZENZendesk, Inc.COM20$2,000<0.1%歷史
TERTeradyne, IncStock11$1,000<0.1%歷史
iShares U.S. Treasury Bond ETF46429B267ETF47$1,000<0.1%–
CZRCaesars Entertainment, Inc.COM15$1,000<0.1%歷史
CRONCronos Group Inc.COM450$1,000<0.1%歷史
AALAmerican Airlines Group Inc.Stock1$00.0%歷史
PENNPENN Entertainment, Inc.COM19$00.0%歷史
PVHPVH Corp.COM1$00.0%歷史
iShares Tr4642874571 3 YR TREAS BD1$00.0%–
KLDOKaleido Biosciences, Inc.COM100$00.0%歷史
LTRPALiberty TripAdvisor Holdings, Inc.COM SER A318$00.0%歷史
GANGAN LtdORD SHS200$00.0%歷史