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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
CEFSprott Physical Gold & Silver TrustPHYSICAL GOLD AN5,514$9.20 萬<0.1%−20,000−78.4%減碼歷史
AWRAmerican States Water CoCOM1,150$9.30 萬<0.1%00.0%不變歷史
APTVAptiv PLCSHS1,051$9.30 萬<0.1%00.0%不變歷史
SPGSimon Property Group Inc.REIT1,000$9.40 萬<0.1%00.0%不變歷史
AIRCApartment Income REIT Corp.COM2,275$9.40 萬<0.1%00.0%不變歷史
Dimensional U.S. Small Cap ETF25434V500ETF1,986$9.50 萬<0.1%00.0%不變–
LCIILci IndustriesCOM850$9.50 萬<0.1%00.0%不變歷史
VRNSVaronis Systems IncCOM3,300$9.60 萬<0.1%00.0%不變歷史
IRMIron Mountain IncCOM1,995$9.70 萬<0.1%00.0%不變歷史
Danone Sponsored ADR23636T100COM8,765$9.70 萬<0.1%00.0%不變–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF1,365$9.80 萬<0.1%+158+13.1%加碼–
CEGConstellation Energy CorpStock1,724$9.80 萬<0.1%00.0%不變歷史
BCEBce IncCOM NEW2,000$9.80 萬<0.1%00.0%不變歷史
LWLamb Weston Holdings, Inc.Stock1,387$9.90 萬<0.1%00.0%不變歷史
ZMZoom Communications, Inc.Stock934$10.0 萬<0.1%00.0%不變歷史
LSILife Storage, Inc.COM900$10.0 萬<0.1%00.0%不變歷史
CAGConagra Brands Inc.Stock2,967$10.1 萬<0.1%−250−7.8%減碼歷史
iShares Tr464287515EXPANDED TECH375$10.1 萬<0.1%−850−69.4%減碼–
TTECTTEC Holdings, Inc.COM1,500$10.1 萬<0.1%00.0%不變歷史
AGRAvangrid, Inc.COM2,200$10.1 萬<0.1%00.0%不變歷史
JOUTJohnson Outdoors IncCL A1,700$10.3 萬<0.1%+1,300+325.0%加碼歷史
USASAmericas Gold & Silver CorpCOM150,000$10.3 萬<0.1%00.0%不變歷史
BOACBluescape Opportunities Acquisition Corp.SHS10,450$10.3 萬<0.1%−2,600−19.9%減碼歷史
Vanguard S&P 500 Growth ETF921932505ETF481$10.4 萬<0.1%00.0%不變–
Vanguard S&P 500 Value ETF921932703ETF786$10.4 萬<0.1%00.0%不變–
HRLHormel Foods CorpCOM2,212$10.4 萬<0.1%00.0%不變歷史
SSNCSS&C Technologies Holdings IncCOM1,816$10.5 萬<0.1%−32−1.7%減碼歷史
Vanguard Total Bond Market ETF921937835ETF1,415$10.6 萬<0.1%−2,901−67.2%減碼–
WisdomTree Tr97717W208US HIGH DIVIDEND1,295$10.6 萬<0.1%00.0%不變–
DNBDun & Bradstreet Holdings, Inc.COM7,100$10.6 萬<0.1%00.0%不變歷史
FPHFive Point Holdings, LLCCOM CL A27,500$10.7 萬<0.1%00.0%不變歷史
LDOSLeidos Holdings, Inc.COM1,082$10.8 萬<0.1%−14−1.3%減碼歷史
UBERUber Technologies, IncStock5,371$10.9 萬<0.1%−357−6.2%減碼歷史
DLTRDollar Tree, Inc.COM700$10.9 萬<0.1%00.0%不變歷史
GAMGeneral American Investors Co IncCOM3,120$11.0 萬<0.1%00.0%不變歷史
FCFranklin Covey CoCOM2,400$11.0 萬<0.1%00.0%不變歷史
LILAKLiberty Latin America Ltd.COM CL C14,308$11.1 萬<0.1%−2,752−16.1%減碼歷史
CALBCalifornia BanCorpCOM5,775$11.1 萬<0.1%00.0%不變歷史
HALHalliburton CoStock3,575$11.2 萬<0.1%+3,310+1,249.1%加碼歷史
MPMP Materials Corp.COM CL A3,500$11.2 萬<0.1%00.0%不變歷史
COURCoursera, Inc.COM8,125$11.5 萬<0.1%+8,125新進歷史
USCBUscb Financial Holdings, Inc.CLASS A COM10,000$11.5 萬<0.1%00.0%不變歷史
FRFirst Industrial Realty Trust IncCOM2,450$11.6 萬<0.1%00.0%不變歷史
OVVOvintiv Inc.COM2,640$11.6 萬<0.1%+2,640新進歷史
REXRRexford Industrial Realty, Inc.COM2,025$11.6 萬<0.1%00.0%不變歷史
EMBCEmbecta Corp.Stock4,721$11.9 萬<0.1%+4,721新進歷史
CBSHCommerce Bancshares IncStock1,819$11.9 萬<0.1%00.0%不變歷史
iShares Tr464287234MSCI EMG MKT ETF2,969$11.9 萬<0.1%00.0%不變–
VMRKVivmark ResidentialSH BEN INT3,676$11.9 萬<0.1%+101+2.8%加碼歷史
SUISun Communities IncCOM750$11.9 萬<0.1%00.0%不變歷史
First Tr Exchange-Traded FD33734H106SHS3,095$12.0 萬<0.1%00.0%不變–
MUMicron Technology IncStock2,200$12.1 萬<0.1%−33−1.5%減碼歷史
STTState Street CorpCOM1,971$12.1 萬<0.1%00.0%不變歷史
iShares Russell Midcap ETF464287499ETF1,901$12.2 萬<0.1%00.0%不變–
INVHInvitation Homes Inc.COM3,450$12.2 萬<0.1%00.0%不變歷史
DOCUDocuSign, Inc.Stock2,150$12.3 萬<0.1%00.0%不變歷史
SNPSSynopsys IncCOM407$12.3 萬<0.1%00.0%不變歷史
BIOBio-Rad Laboratories, Inc.CL A250$12.3 萬<0.1%00.0%不變歷史
TTEKTetra Tech IncCOM914$12.4 萬<0.1%00.0%不變歷史
INCYIncyte CorpCOM1,653$12.5 萬<0.1%+1,053+175.5%加碼歷史
SITCSITE Centers Corp.COM9,300$12.5 萬<0.1%00.0%不變歷史
MEDMedifast IncCOM700$12.6 萬<0.1%00.0%不變歷史
Invesco Exch Traded FD Tr II46138G706SOLAR ETF1,800$12.8 萬<0.1%00.0%不變–
CTSHCognizant Technology Solutions CorpCL A1,902$12.8 萬<0.1%−29−1.5%減碼歷史
ABNBAirbnb, Inc.Stock1,450$12.9 萬<0.1%+250+20.8%加碼歷史
INDBIndependent Bank CorpCOM1,638$13.0 萬<0.1%+11+0.7%加碼歷史
WNEBWestern New England Bancorp, Inc.COM17,458$13.0 萬<0.1%00.0%不變歷史
IPARInterparfums IncCOM1,800$13.1 萬<0.1%00.0%不變歷史
ICUIIcu Medical IncCOM800$13.1 萬<0.1%00.0%不變歷史
TFXTeleflex IncCOM545$13.3 萬<0.1%00.0%不變歷史
PGRProgressive CorpStock1,157$13.4 萬<0.1%+1,150+16,428.6%加碼歷史
iShares Tr464287556ISHARES BIOTECH1,140$13.4 萬<0.1%00.0%不變–
HLTHCue Health Inc.COM42,140$13.4 萬<0.1%00.0%不變歷史
ALDXAldeyra Therapeutics, Inc.COM34,745$13.8 萬<0.1%00.0%不變歷史
SBRASabra Health Care REIT, Inc.REIT10,000$13.9 萬<0.1%−12,000−54.5%減碼歷史
MTDMettler Toledo International IncCOM121$13.9 萬<0.1%−11,648−99.0%減碼歷史
ANAutonation, Inc.COM1,247$13.9 萬<0.1%00.0%不變歷史
CCLCarnival Corp Ltd.UNIT 99/99/999916,100$13.9 萬<0.1%00.0%不變歷史
MCYMercury General CorpCOM3,200$14.1 萬<0.1%−300−8.6%減碼歷史
MNDOMind Cti LtdORD60,000$14.2 萬<0.1%00.0%不變歷史
iShares Russell 2000 ETF464287655ETF848$14.3 萬<0.1%−74−8.0%減碼–
EVAEnviva, LLCCOM2,500$14.3 萬<0.1%00.0%不變歷史
CBLCBL & Associates Properties IncCOMMON STOCK6,213$14.5 萬<0.1%00.0%不變歷史
BOHBank of Hawaii CorpCOM1,952$14.5 萬<0.1%−150−7.1%減碼歷史
CAHCardinal Health IncStock2,800$14.6 萬<0.1%00.0%不變歷史
Mag Silver Corp55903Q104COM12,000$14.6 萬<0.1%00.0%不變–
NEXINexImmune, Inc.COM91,214$14.6 萬<0.1%00.0%不變歷史
SGSweetgreen, Inc.COM CL A12,630$14.7 萬<0.1%00.0%不變歷史
TRCTejon Ranch CoCOM9,500$14.7 萬<0.1%+4,500+90.0%加碼歷史
DRIDarden Restaurants IncCOM1,329$15.0 萬<0.1%00.0%不變歷史
TNLTravel & Leisure Co.COM3,889$15.0 萬<0.1%00.0%不變歷史
USAPUniversal Stainless & Alloy Products IncCOM20,405$15.0 萬<0.1%00.0%不變歷史
iShares Russell Mid-Cap Value ETF464287473ETF1,489$15.1 萬<0.1%+769+106.8%加碼–
VMWVmware LLCCL A COM1,326$15.1 萬<0.1%00.0%不變歷史
SVMSilvercorp Metals IncCOM61,400$15.2 萬<0.1%00.0%不變歷史
iShares Tr46435U713US INFRASTRUC4,500$15.3 萬<0.1%00.0%不變–
ZIMZIM Integrated Shipping Services Ltd.SHS3,250$15.3 萬<0.1%−5,000−60.6%減碼歷史
MUSAMurphy USA Inc.COM660$15.3 萬<0.1%−1,250−65.4%減碼歷史
NOKNokia CorpSPONSORED ADR33,479$15.4 萬<0.1%+3,000+9.8%加碼歷史
RPRXRoyalty Pharma plcSHS CLASS A3,700$15.5 萬<0.1%00.0%不變歷史

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