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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
ALSumisho Air Lease CorpCL A8,000$26.7 萬<0.1%00.0%不變歷史
WDFCWD 40 CoCOM1,350$27.1 萬<0.1%00.0%不變歷史
ELEstee Lauder Companies IncCL A1,074$27.3 萬<0.1%00.0%不變歷史
Northeast BK Portland Me66405S100COM7,500$27.3 萬<0.1%00.0%不變–
SNXTD Synnex CorpCOM3,000$27.3 萬<0.1%00.0%不變歷史
FCNCAFirst Citizens Bancshares IncCL A419$27.3 萬<0.1%00.0%不變歷史
MROMarathon Oil CorpCOM12,214$27.4 萬<0.1%+51+0.4%加碼歷史
VanEck Vectors ETF Tr92189F767INDIA GRWTH LDR9,025$27.7 萬<0.1%00.0%不變–
CRWSCrown Crafts IncCOM44,695$27.9 萬<0.1%00.0%不變歷史
LBAILakeland Bancorp IncCOM19,100$27.9 萬<0.1%−500−2.6%減碼歷史
SWBISmith & Wesson Brands, Inc.COM21,349$28.0 萬<0.1%00.0%不變歷史
WWWWolverine World Wide IncCOM14,000$28.2 萬<0.1%00.0%不變歷史
MDTMedtronic plcStock3,161$28.3 萬<0.1%00.0%不變歷史
iShares Tr464287622RUS 1000 ETF1,369$28.4 萬<0.1%−25−1.8%減碼–
LNTHLantheus Holdings, Inc.Stock4,324$28.5 萬<0.1%00.0%不變歷史
SBSCompanhia de Saneamento Basico Do Estado de Sao Paulo-SabespSPONSORED ADR35,840$28.6 萬<0.1%−2,500−6.5%減碼歷史
RGAReinsurance Group of America IncCOM NEW2,450$28.7 萬<0.1%00.0%不變歷史
BECNQxo Building Products, Inc.COM5,633$28.9 萬<0.1%00.0%不變歷史
MVBFMVB Financial CorpCOM9,500$29.5 萬<0.1%−2,700−22.1%減碼歷史
Atech (Parent) Resolution Corp.00973N102COM79,800$29.5 萬<0.1%00.0%不變–
TSMTaiwan Semiconductor Manufacturing Co LtdADR3,623$29.6 萬<0.1%00.0%不變歷史
CACCamden National CorpCOM6,750$29.7 萬<0.1%00.0%不變歷史
VanEck ETF Trust92189F700AGRIBUSINESS ETF3,450$29.8 萬<0.1%00.0%不變–
SBTSterling Bancorp, Inc.COM52,333$29.8 萬<0.1%00.0%不變歷史
TXTTextron IncCOM4,902$29.9 萬<0.1%−2,498−33.8%減碼歷史
iShares Tr464288109MORNINGSTAR VALU5,000$30.1 萬<0.1%00.0%不變–
VBFCVillage Bank & Trust Financial Corp.COM NEW6,559$30.1 萬<0.1%+1,500+29.7%加碼歷史
VTRSViatris IncStock29,076$30.4 萬<0.1%−14,263−32.9%減碼歷史
AVBAvalonbay Communities IncCOM1,578$30.6 萬<0.1%+47+3.1%加碼歷史
ACGLArch Capital Group Ltd.Stock6,756$30.7 萬<0.1%00.0%不變歷史
iShares Core MSCI Eafe ETF46432F842ETF5,235$30.8 萬<0.1%+3,476+197.6%加碼–
AVAVAeroVironment IncCOM3,750$30.8 萬<0.1%00.0%不變歷史
EFXEquifax IncCOM1,693$30.9 萬<0.1%00.0%不變歷史
CPBCAMPBELL'S CoCOM6,431$30.9 萬<0.1%+1,000+18.4%加碼歷史
AMCRAmcor plcORD24,958$31.0 萬<0.1%00.0%不變歷史
XRAYDentsply Sirona Inc.Stock8,729$31.1 萬<0.1%00.0%不變歷史
ROLRollins IncCOM8,959$31.2 萬<0.1%00.0%不變歷史
FNDFloor & Decor Holdings, Inc.CL A5,000$31.4 萬<0.1%00.0%不變歷史
AFLAflac IncStock5,724$31.6 萬<0.1%−3,400−37.3%減碼歷史
CALCCalciMedica, Inc.COM SHS292,003$31.8 萬<0.1%00.0%不變歷史
WSTWest Pharmaceutical Services IncCOM1,058$31.9 萬<0.1%00.0%不變歷史
CMGChipotle Mexican Grill IncCOM246$32.1 萬<0.1%−1,045−80.9%減碼歷史
CERSCerus CorpCOM62,000$32.7 萬<0.1%00.0%不變歷史
PAYXPaychex IncStock2,880$32.8 萬<0.1%−10.0%減碼歷史
OKEONEOK IncCOM5,940$32.9 萬<0.1%00.0%不變歷史
FHNFirst Horizon CorpCOM15,140$33.0 萬<0.1%−4,425−22.6%減碼歷史
MGYRMagyar Bancorp, Inc.COM28,015$33.1 萬<0.1%00.0%不變歷史
AZPNAspen Technology, Inc.COM1,827$33.5 萬<0.1%+1,827新進歷史
Schwab US Dividend Equity ETF808524797ETF4,700$33.6 萬<0.1%00.0%不變–
CRMSalesforce, Inc.Stock2,040$33.6 萬<0.1%−20−1.0%減碼歷史
GBNYGenerations Bancorp NY, Inc.COM30,064$34.2 萬<0.1%00.0%不變歷史
BPRNPrinceton Bancorp, Inc.COM12,500$34.3 萬<0.1%+12,500新進歷史
WMWaste Management IncStock2,258$34.5 萬<0.1%00.0%不變歷史
CNXCConcentrix CorpStock2,550$34.5 萬<0.1%−16−0.6%減碼歷史
BKCCBlackRock Capital Investment CorpCOM95,000$34.8 萬<0.1%00.0%不變歷史
ILMNIllumina, Inc.COM1,902$35.0 萬<0.1%00.0%不變歷史
TDGTransDigm Group INCCOM655$35.1 萬<0.1%00.0%不變歷史
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF2,581$35.4 萬<0.1%+281+12.2%加碼–
VanEck ETF Trust92189F106GOLD MINERS ETF13,000$35.5 萬<0.1%−667−4.9%減碼–
iShares Tr46429B671MSCI CHINA ETF6,415$35.8 萬<0.1%+1,915+42.6%加碼–
BHKBlackRock Core Bond TrustSHS BEN INT31,900$36.1 萬<0.1%−10,000−23.9%減碼歷史
DBX ETF Tr233051879XTRACK HRVST CSI10,600$36.2 萬<0.1%+1,000+10.4%加碼–
iShares Core S&P Mid-Cap ETF464287507ETF1,616$36.5 萬<0.1%+597+58.6%加碼–
Vanguard Utilities ETF92204A876ETF2,400$36.5 萬<0.1%00.0%不變–
State Street Industrial Select Sector SPDR ETF81369Y704ETF4,253$37.1 萬<0.1%+236+5.9%加碼–
VNTVontier CorpStock16,181$37.2 萬<0.1%00.0%不變歷史
iShares Tr46435G524INTL DIV GRWTH6,500$37.2 萬<0.1%00.0%不變–
LHXL3HARRIS Technologies, Inc.Stock1,568$37.8 萬<0.1%−39−2.4%減碼歷史
IFFInternational Flavors & Fragrances IncCOM3,175$37.8 萬<0.1%−31−1.0%減碼歷史
SPBSpectrum Brands Holdings, Inc.COM4,614$37.8 萬<0.1%−87−1.9%減碼歷史
SKTTanger Inc.COM26,675$37.9 萬<0.1%00.0%不變歷史
OFGOfg BancorpCOM15,000$38.1 萬<0.1%00.0%不變歷史
URIUnited Rentals, Inc.COM1,579$38.3 萬<0.1%+175+12.5%加碼歷史
RITMRithm Capital Corp.REIT42,000$39.1 萬<0.1%+1,400+3.4%加碼歷史
Vanguard Consumer Staples ETF92204A207ETF2,150$39.8 萬<0.1%+50+2.4%加碼–
GWWW.W. Grainger, Inc.Stock880$39.9 萬<0.1%00.0%不變歷史
Professional Hldg Corp743139107CL A COM20,000$40.1 萬<0.1%00.0%不變–
LBTYALiberty Global Ltd.SHS CL A19,180$40.3 萬<0.1%−3,399−15.1%減碼歷史
CHDChurch & Dwight Co IncCOM4,362$40.4 萬<0.1%00.0%不變歷史
IBTXIndependent Bank Group, Inc.COM8,325$40.4 萬<0.1%00.0%不變歷史
iShares MSCI Eafe ETF464287465ETF6,513$40.6 萬<0.1%00.0%不變–
TRIThomson Reuters CorpCOM NEW3,924$40.8 萬<0.1%−200−4.8%減碼歷史
HYMCWHycroft Mining Holding Corp*W EXP 02/12/2022,100,000$41.2 萬<0.1%00.0%不變歷史
RFRegions Financial CorpCOM22,065$41.3 萬<0.1%−6,400−22.5%減碼歷史
ATRAptargroup, Inc.Stock4,034$41.6 萬<0.1%−721−15.2%減碼歷史
CCEPCoca-Cola Europacific Partners plcSHS8,200$42.3 萬<0.1%00.0%不變歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF3,342$42.4 萬<0.1%+220+7.0%加碼–
Tenneco Inc880349105CL A VTG COM STK25,000$42.9 萬<0.1%00.0%不變–
UCBUnited Community Banks IncCOM14,279$43.1 萬<0.1%00.0%不變歷史
iShares Tips Bond ETF464287176ETF3,797$43.2 萬<0.1%−379−9.1%減碼–
WABWestinghouse Air Brake Technologies CorpStock5,283$43.3 萬<0.1%−504−8.7%減碼歷史
BENFranklin Templeton IncCOM18,629$43.4 萬<0.1%00.0%不變歷史
KEXKirby CorpCOM10,210$43.5 萬<0.1%−790−7.2%減碼歷史
WMBWilliams Companies, Inc.COM14,000$43.6 萬<0.1%00.0%不變歷史
PTGXProtagonist Therapeutics, IncCOM55,800$44.1 萬<0.1%+55,800新進歷史
OMCOmnicom Group Inc.COM6,956$44.2 萬<0.1%00.0%不變歷史
ARCCAres Capital CorpCEF24,809$44.4 萬<0.1%00.0%不變歷史
OGNOrganon & Co.Stock13,303$44.9 萬<0.1%−260−1.9%減碼歷史
TSLXSixth Street Specialty Lending, Inc.COM24,360$45.0 萬<0.1%00.0%不變歷史
TUEMTuesday Morning CorpCOM1,250,000$45.0 萬<0.1%−200,000−13.8%減碼歷史

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