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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 4 季持倉

持倉截至 2022/12/31，2023/2/14 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。

機構總覽
持股檔數
1,682
較 2022 年第 3 季 +45
總值
$272.9 億
較 2022 年第 3 季 +$36.7 億 (+15.6%)
申報日
2023/2/14
SEC
First Manhattan Co 在 2022 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
NOMDNomad Foods LtdUSD ORD SHS499$8,602<0.1%00.0%不變歷史
OSHOak Street Health, Inc.COM400$8,604<0.1%00.0%不變歷史
UFIUnifi IncCOM NEW1,000$8,610<0.1%00.0%不變歷史
iShares Tr4642886613 7 YR TREAS BD75$8,616<0.1%+39+108.3%加碼–
DINOHF Sinclair CorpCOM167$8,665<0.1%+167新進歷史
CARSCars.com Inc.COM632$8,702<0.1%00.0%不變歷史
BKIBlack Knight, Inc.COM141$8,706<0.1%+141新進歷史
EVREvercore Inc.CLASS A80$8,726<0.1%+80新進歷史
HDBHDFC Bank LtdSPONSORED ADS128$8,756<0.1%+128新進歷史
EPAMEPAM Systems, Inc.COM27$8,848<0.1%+27新進歷史
ASRSoutheast Airport GroupSPON ADR SER B38$8,853<0.1%+38新進歷史
ASIXAdvanSix Inc.COM233$8,858<0.1%−36−13.4%減碼歷史
iShares MSCI USA Min Vol Factor ETF46429B697ETF123$8,868<0.1%+112+1,018.2%加碼–
URGNUroGen Pharma Ltd.COM1,000$8,870<0.1%00.0%不變歷史
HPHelmerich & Payne, Inc.COM180$8,922<0.1%+180新進歷史
TRNTrinity Industries IncCOM302$8,930<0.1%+302新進歷史
QRVOQorvo, Inc.Stock100$9,064<0.1%00.0%不變歷史
IXOrix CorpSPONSORED ADR113$9,098<0.1%+113新進歷史
Alps ETF Tr00162Q593MED BREAKTHGH300$9,114<0.1%00.0%不變–
GIBCgi IncCL A106$9,129<0.1%+34+47.2%加碼歷史
JCIJohnson Controls International plcStock143$9,152<0.1%00.0%不變歷史
MGAMagna International IncCOM163$9,157<0.1%+20+14.0%加碼歷史
ANETArista Networks, Inc.COM76$9,222<0.1%+76新進歷史
APGAPi Group CorpCOM STK500$9,405<0.1%00.0%不變歷史
NRONeuberger Real Estate Securities Income Fund IncCOM3,028$9,477<0.1%00.0%不變歷史
ADArray Digital Infrastructure, Inc.COM458$9,549<0.1%00.0%不變歷史
TBNKTerritorial Bancorp Inc.COM400$9,604<0.1%00.0%不變歷史
SEELSeelos Therapeutics, Inc.COM14,175$9,624<0.1%00.0%不變歷史
RCIRogers Communications IncCL B207$9,695<0.1%+207新進歷史
Shaw Communications Inc82028K200CL B CONV337$9,698<0.1%+337新進–
First Tr Exchange-Traded Alp33735J101COM SHS148$9,739<0.1%00.0%不變–
WSCWillScot Holdings CorpCOM CL A216$9,756<0.1%+216新進歷史
Global X FDS37954Y715RBTCS ARTFL INTE480$9,864<0.1%00.0%不變–
Schwab U.S. Small-Cap ETF808524607ETF244$9,884<0.1%−60−19.7%減碼–
RYAMRayonier Advanced Materials Inc.COM1,030$9,888<0.1%00.0%不變歷史
PPGPPG Industries IncStock80$1.01 萬<0.1%00.0%不變歷史
VSTVistra Corp.Stock434$1.01 萬<0.1%+134+44.7%加碼歷史
IIPRInnovative Industrial Properties IncCOM100$1.01 萬<0.1%00.0%不變歷史
iShares Tr464287697U.S. UTILITS ETF119$1.04 萬<0.1%00.0%不變–
ORIOld Republic International CorpCOM434$1.05 萬<0.1%00.0%不變歷史
Flexshares Tr33939L860QUALT DIVD IDX200$1.05 萬<0.1%−475−70.4%減碼–
MIDDMIDDLEBY CorpCOM79$1.06 萬<0.1%−27−25.5%減碼歷史
FLFoot Locker, Inc.COM281$1.06 萬<0.1%00.0%不變歷史
MGYMagnolia Oil & Gas CorpCL A453$1.06 萬<0.1%+453新進歷史
iShares Tr464288281JPMORGAN USD EMG126$1.08 萬<0.1%+116+1,160.0%加碼–
SLGSL Green Realty CorpCOM322$1.09 萬<0.1%−900−73.6%減碼歷史
SAMBoston Beer Co IncCL A33$1.09 萬<0.1%00.0%不變歷史
HTGCHercules Capital, Inc.COM825$1.09 萬<0.1%00.0%不變歷史
MAXRMaxar Technologies Inc.COM213$1.10 萬<0.1%00.0%不變歷史
OLPXOlaplex Holdings, Inc.COM2,135$1.11 萬<0.1%00.0%不變歷史
CPECallon Petroleum CoCOM300$1.11 萬<0.1%00.0%不變歷史
ONCBeOne Medicines Ltd.ADR51$1.12 萬<0.1%+51新進歷史
BCSBarclays PLCADR1,445$1.13 萬<0.1%+1,445新進歷史
iShares U S ETF Tr46431W507SHOR DURA BD ETF229$1.13 萬<0.1%−121−34.6%減碼–
SNNSmith & Nephew PLCSPDN ADR NEW422$1.14 萬<0.1%+5+1.2%加碼歷史
SAPSAP SEADR111$1.15 萬<0.1%+111新進歷史
TFIITFI International Inc.COM115$1.15 萬<0.1%+115新進歷史
AUAngloGold Ashanti PLCSPONSORED ADR600$1.17 萬<0.1%00.0%不變歷史
FCPTFour Corners Property Trust, Inc.COM452$1.17 萬<0.1%00.0%不變歷史
CHEChemed CorpCOM23$1.17 萬<0.1%+23新進歷史
Renaissance Cap Greenwich FD759937204IPO ETF475$1.17 萬<0.1%00.0%不變–
CPNGCoupang, Inc.CL A800$1.18 萬<0.1%00.0%不變歷史
PKPark Hotels & Resorts Inc.COM1,000$1.18 萬<0.1%00.0%不變歷史
Invesco Exchange Traded FD T46137V142WATER RES ETF232$1.20 萬<0.1%00.0%不變–
FNLCFirst Bancorp, IncCOM400$1.20 萬<0.1%00.0%不變歷史
MBCMasterBrand, Inc.COMMON STOCK1,611$1.22 萬<0.1%+1,611新進歷史
FNBFNB CorpCOM934$1.22 萬<0.1%+667+249.8%加碼歷史
LRCXLam Research CorpCOM29$1.22 萬<0.1%−106−78.5%減碼歷史
LIILennox International IncCOM51$1.22 萬<0.1%+18+54.5%加碼歷史
COINCoinbase Global, Inc.COM CL A345$1.22 萬<0.1%−30−8.0%減碼歷史
Invesco Exch Traded FD Tr II46138E610KBW HIG DV YLD821$1.22 萬<0.1%+321+64.2%加碼–
LSTRLandstar System IncCOM75$1.22 萬<0.1%−51−40.5%減碼歷史
FSPFranklin Street Properties CorpCOM4,500$1.23 萬<0.1%00.0%不變歷史
VLOValero Energy CorpStock97$1.23 萬<0.1%−345−78.1%減碼歷史
FMCFMC CorpCOM NEW100$1.25 萬<0.1%00.0%不變歷史
ESABESAB CorpCOM271$1.27 萬<0.1%+38+16.3%加碼歷史
MPWRMonolithic Power Systems, Inc.COM36$1.27 萬<0.1%+36新進歷史
Global X FDS37954Y657US PFD ETF660$1.28 萬<0.1%+660新進–
SPTSprout Social, Inc.COM CL A227$1.28 萬<0.1%00.0%不變歷史
TSTenaris SASPONSORED ADS367$1.29 萬<0.1%+367新進歷史
Cyberark Software LtdM2682V108SHS100$1.30 萬<0.1%00.0%不變–
RESRPC IncCOM1,462$1.30 萬<0.1%00.0%不變歷史
PRUPrudential Financial IncStock131$1.30 萬<0.1%00.0%不變歷史
BATRAAtlanta Braves Holdings, Inc.COM A BRAVES GRP401$1.31 萬<0.1%−1−0.2%減碼歷史
HRIHerc Holdings IncCOM100$1.32 萬<0.1%00.0%不變歷史
BASECouchbase, Inc.COM1,000$1.33 萬<0.1%00.0%不變歷史
USALiberty All Star Equity FundSH BEN INT2,327$1.33 萬<0.1%00.0%不變歷史
Vanguard Emerging Markets Government Bond ETF921946885ETF217$1.33 萬<0.1%+28+14.8%加碼–
WCCWesco International IncCOM107$1.34 萬<0.1%+107新進歷史
RELXRELX PLCSPONSORED ADR495$1.37 萬<0.1%+268+118.1%加碼歷史
SPDR Series Trust78464A805ST STR PR SP1500291$1.38 萬<0.1%00.0%不變–
Vanguard Malvern FDS922020805STRM INFPROIDX294$1.38 萬<0.1%+93+46.3%加碼–
REZIResideo Technologies, Inc.Stock842$1.39 萬<0.1%00.0%不變歷史
ABRArbor Realty Trust IncCOM1,055$1.39 萬<0.1%00.0%不變歷史
UMCUnited Microelectronics CorpSPON ADR NEW2,155$1.41 萬<0.1%+2,155新進歷史
SITESiteOne Landscape Supply, Inc.COM120$1.41 萬<0.1%+120新進歷史
BBYBest Buy Co IncStock176$1.41 萬<0.1%+76+76.0%加碼歷史
TERTeradyne, IncStock162$1.42 萬<0.1%+162新進歷史
WASHWashington Trust Bancorp IncCOM300$1.42 萬<0.1%00.0%不變歷史
ECATBlackRock ESG Capital Allocation Term TrustSHS BEN INT1,073$1.44 萬<0.1%+1,073新進歷史

2022 年第 3 季之後清倉（161 檔）

2022 年第 3 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔，共 161 檔。

First Manhattan Co 在 2022 年第 3 季之後清倉的部位
證券類別2022 年第 3 季股數2022 年第 3 季市值2022 年第 3 季佔組合 %紀錄
BAMBrookfield Asset Management Ltd.CL A LTD VT SH16,078,114$6.54 億2.8%歷史
0000000000Stock12,113$323.7 萬<0.1%–
YAlleghany CorpCOM1,279$107.3 萬<0.1%歷史
Tenneco Inc880349105CL A VTG COM STK25,000$43.4 萬<0.1%–
BKCCBlackRock Capital Investment CorpCOM95,000$32.2 萬<0.1%歷史
First Tr Exchange-Traded FD336917109SHS12,000$20.0 萬<0.1%–
WDCWestern Digital CorpCOM4,500$14.6 萬<0.1%歷史
MNDOMind Cti LtdORD60,000$12.5 萬<0.1%歷史
UXINUxin LtdADS200,000$12.0 萬<0.1%歷史
Vanguard S&P 500 Value ETF921932703ETF786$9.70 萬<0.1%–
LCIILci IndustriesCOM850$8.60 萬<0.1%歷史
First Tr Exch TRD Alphdx FD33737J182EMERG MKT ALPH3,979$7.30 萬<0.1%–
APLTApplied Therapeutics, Inc.COM73,783$6.80 萬<0.1%歷史
TTECTTEC Holdings, Inc.COM1,500$6.60 萬<0.1%歷史
Global X FDS37954Y830GLOBAL X COPPER2,125$6.00 萬<0.1%–
Vanguard Consumer Discretionary ETF92204A108ETF200$4.70 萬<0.1%–
Global X FDS37954Y483NASDAQ 100 COVER3,000$4.60 萬<0.1%–
Maxeon Solar Technologies LTY58473102SHS1,850$4.30 萬<0.1%–
TMXTerminix Global Holdings IncCOM1,108$4.20 萬<0.1%歷史
iShares Global Clean Energy ETF464288224ETF2,200$4.10 萬<0.1%–
CRCCalifornia Resources CorpCOM STOCK1,000$3.80 萬<0.1%歷史
PHKPIMCO High Income FundCOM SHS7,572$3.50 萬<0.1%歷史
ENPHEnphase Energy, Inc.Stock125$3.40 萬<0.1%歷史
Imv Inc44974L103COM66,368$3.40 萬<0.1%–
Brookfield Asset Mgmt ReinsG16169107CL A EXCH LT VTG764$3.10 萬<0.1%–
ChemoCentryx, Inc.16383L106COM600$3.00 萬<0.1%–
Vanguard Industrials ETF92204A603ETF190$2.90 萬<0.1%–
GGTGabelli Multimedia Trust Inc.COM4,779$2.90 萬<0.1%歷史
CSLCarlisle Companies IncCOM106$2.90 萬<0.1%歷史
SLFSun Life Financial IncCOM724$2.80 萬<0.1%歷史
SANWS&W Seed CoCOM39,200$2.80 萬<0.1%歷史
Alps Clean Energy ETF00162Q460ETF504$2.70 萬<0.1%–
Vanguard Real Estate ETF922908553ETF325$2.60 萬<0.1%–
TWTRTwitter, Inc.COM516$2.20 萬<0.1%歷史
SONOSonos IncCOM1,300$1.80 萬<0.1%歷史
iShares Tr464288729GLOB INDSTRL ETF200$1.70 萬<0.1%–
ENREnergizer Holdings, Inc.COM700$1.70 萬<0.1%歷史
GLTRabrdn Precious Metals Basket ETF TrustPHYSCL PRECS MET200$1.60 萬<0.1%歷史
LFUSLittelfuse IncCOM85$1.60 萬<0.1%歷史
iShares Tr464288448INTL SEL DIV ETF731$1.60 萬<0.1%–
iShares Inc464286533MSCI EMERG MRKT300$1.50 萬<0.1%–
AMGAffiliated Managers Group, Inc.Stock127$1.40 萬<0.1%歷史
JNCEJounce Therapeutics, Inc.COM6,400$1.40 萬<0.1%歷史
BROBrown & Brown, Inc.Stock218$1.30 萬<0.1%歷史
iShares Tr46434V381FUTU EXPO TE ETF300$1.30 萬<0.1%–
ULTAUlta Beauty, Inc.Stock31$1.20 萬<0.1%歷史
First Trust Cloud Computing ETF33734X192ETF200$1.20 萬<0.1%–
iShares Core S&P U.S. Growth ETF464287671ETF151$1.20 萬<0.1%–
NVSTEnvista Holdings CorpCOM370$1.20 萬<0.1%歷史
ETF Ser Solutions26922A289DEFIANCE CONNECT410$1.10 萬<0.1%–
REREATRenew Inc.SPONSORED ADS5,000$1.10 萬<0.1%歷史
GRXGabelli Healthcare & WellnessRx TrustSHS1,177$1.10 萬<0.1%歷史
UALUnited Airlines Holdings, Inc.COM330$1.00 萬<0.1%歷史
NCLHNorwegian Cruise Line Holdings Ltd.SHS900$1.00 萬<0.1%歷史
MANHManhattan Associates IncStock71$9,000<0.1%歷史
CACICACI International IncCL A37$9,000<0.1%歷史
SABRSabre CorpCOM1,800$9,000<0.1%歷史
CHHChoice Hotels International IncCOM86$9,000<0.1%歷史
SALSalisbury Bancorp, Inc.COM400$9,000<0.1%歷史
Vanguard Materials ETF92204A801ETF55$8,000<0.1%–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF214$8,000<0.1%–
iShares Tr46435G425ESG AWR MSCI USA109$8,000<0.1%–
LKQLKQ CorpCOM161$7,000<0.1%歷史
JLLJones Lang Lasalle IncCOM52$7,000<0.1%歷史
AYIAcuity Inc. (DE)Stock39$6,000<0.1%歷史
AOUTAmerican Outdoor Brands, Inc.COM725$6,000<0.1%歷史
GOFGuggenheim Strategic Opportunities FundCOM SBI393$6,000<0.1%歷史
UMPQUmpqua Holdings CorpCOM355$6,000<0.1%歷史
FDSFactset Research Systems IncStock13$5,000<0.1%歷史
NTLAIntellia Therapeutics, Inc.COM105$5,000<0.1%歷史
BMRNBiomarin Pharmaceutical IncCOM60$5,000<0.1%歷史
MRAMEverspin Technologies Inc.COM1,000$5,000<0.1%歷史
Crucible Acquisition Corp22877P108COM CL A600$5,000<0.1%–
PINGPing Identity Holding Corp.COM200$5,000<0.1%歷史
TMPOTempo Automation Holdings, Inc.CL A500$5,000<0.1%歷史
HROWHarrow, Inc.COM340$4,000<0.1%歷史
OPENOpendoor Technologies Inc.COM1,400$4,000<0.1%歷史
BLKBBlackbaud IncCOM101$4,000<0.1%歷史
iShares Tr46435G342MORTGE REL ETF235$4,000<0.1%–
Health Assurn Acquisition Co42226W109COM CL A500$4,000<0.1%–
Liberty Media Acquisition Corp53073L203UNIT 01/22/2026500$4,000<0.1%–
Nightdragon Acquisition Corp65413D204UNIT 02/26/20266500$4,000<0.1%–
Colicity Inc194170106COM CL A500$4,000<0.1%–
Revolution Healthcar Aq Corp76155Y108CLASS A COM500$4,000<0.1%–
DCIDonaldson Co IncStock67$3,000<0.1%歷史
VKTXViking Therapeutics, Inc.COM1,400$3,000<0.1%歷史
WWDWoodward, Inc.COM43$3,000<0.1%歷史
SLPSimulations Plus, Inc.COM65$3,000<0.1%歷史
BWABorgwarner IncCOM100$3,000<0.1%歷史
BURLBurlington Stores, Inc.COM32$3,000<0.1%歷史
iShares Tr464288877EAFE VALUE ETF97$3,000<0.1%–
BGCBGC Group, Inc.CL A1,000$3,000<0.1%歷史
SCPSScopus BioPharma Inc.COM13,100$3,000<0.1%歷史
ARCTArcturus Therapeutics Holdings Inc.COM200$2,000<0.1%歷史
ESPREsperion Therapeutics, Inc.COM340$2,000<0.1%歷史
AIOTPowerfleet, Inc.COM730$2,000<0.1%歷史
COMPCompass, Inc.CL A1,000$2,000<0.1%歷史
TRUTransUnionCOM36$2,000<0.1%歷史
HSICHenry Schein IncCOM41$2,000<0.1%歷史
WisdomTree Tr97717X578EM EX ST-OWNED95$2,000<0.1%–