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First Manhattan Co

SEC CIK
0000728083
最新申報
2026/8/14

2023 年第 1 季持倉

持倉截至 2023/3/31,2023/5/15 申報。只含多頭部位,變化是跟 2022 年第 4 季比股數。

機構總覽
持股檔數
1,518
較 2022 年第 4 季 −164
總值
$260.7 億
較 2022 年第 4 季 −$12.1 億 (−4.4%)
申報日
2023/5/15
SEC
First Manhattan Co 在 2023 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
iShares Tr464287374NORTH AMERN NAT432$1.69 萬<0.1%00.0%不變–
PKGPackaging Corp of AmericaStock122$1.69 萬<0.1%00.0%不變歷史
OSHOak Street Health, Inc.COM438$1.69 萬<0.1%+38+9.5%加碼歷史
REALTheRealReal, Inc.COM13,822$1.74 萬<0.1%+1,000+7.8%加碼歷史
RDYDr Reddys Laboratories LtdADR308$1.75 萬<0.1%00.0%不變歷史
VanEck ETF Trust92189F429PREFERRED SECURT1,000$1.76 萬<0.1%00.0%不變–
State Street Materials Select Sector SPDR ETF81369Y100ETF219$1.77 萬<0.1%+10+4.8%加碼–
LNTAlliant Energy CorpStock332$1.77 萬<0.1%00.0%不變歷史
Invesco Exchange Traded FD T46137V696DYNMC MEDIA513$1.78 萬<0.1%00.0%不變–
HNVRHanover Bancorp, Inc.COM NEW1,000$1.80 萬<0.1%00.0%不變歷史
MPWRMonolithic Power Systems, Inc.COM36$1.80 萬<0.1%00.0%不變歷史
PRTAProthena Corp Public Ltd CoSHS374$1.81 萬<0.1%−3−0.8%減碼歷史
RVTYRevvity, Inc.COM137$1.83 萬<0.1%00.0%不變歷史
Alps ETF Tr00162Q361OSHS GBL INTER635$1.83 萬<0.1%00.0%不變–
TRMBTrimble Inc.COM350$1.83 萬<0.1%+245+233.3%加碼歷史
NFBKNorthfield Bancorp, Inc.COM1,581$1.86 萬<0.1%00.0%不變歷史
LWLamb Weston Holdings, Inc.Stock179$1.87 萬<0.1%00.0%不變歷史
ARMKAramarkCOM525$1.88 萬<0.1%−103−16.4%減碼歷史
HPQHP IncStock641$1.88 萬<0.1%−1,161−64.4%減碼歷史
UMCUnited Microelectronics CorpSPON ADR NEW2,155$1.89 萬<0.1%00.0%不變歷史
FEFirstenergy CorpCOM472$1.89 萬<0.1%00.0%不變歷史
CVGICommercial Vehicle Group, Inc.COM2,600$1.90 萬<0.1%−1,000−27.8%減碼歷史
PFGPrincipal Financial Group IncCOM256$1.90 萬<0.1%00.0%不變歷史
iShares Tr464288638ISHS 5-10YR INVT375$1.92 萬<0.1%−1−0.3%減碼–
HIIHuntington Ingalls Industries, Inc.COM94$1.95 萬<0.1%00.0%不變歷史
State Street Utilities Select Sector SPDR ETF81369Y886ETF288$1.95 萬<0.1%+11+4.0%加碼–
CHKPCheck Point Software Technologies LtdORD150$1.95 萬<0.1%−32−17.6%減碼歷史
PKXPosco Holdings Inc.SPONSORED ADR284$1.98 萬<0.1%00.0%不變歷史
CHTChunghwa Telecom Co LtdSPON ADR NEW11507$1.98 萬<0.1%00.0%不變歷史
IBNIcici Bank LtdADR923$1.99 萬<0.1%00.0%不變歷史
HYHyster-Yale, Inc.CL A400$2.00 萬<0.1%+400新進歷史
STMSTMicroelectronics N.V.NY REGISTRY378$2.02 萬<0.1%−281−42.6%減碼歷史
SPOTSpotify Technology S.A.Stock152$2.03 萬<0.1%−100−39.7%減碼歷史
STWDStarwood Property Trust, Inc.COM1,150$2.03 萬<0.1%00.0%不變歷史
Vanguard Index FDS922908652EXTEND MKT ETF146$2.05 萬<0.1%00.0%不變–
ADCAgree Realty CorpCOM300$2.06 萬<0.1%00.0%不變歷史
iShares Tr464288356CALIF MUN BD ETF361$2.07 萬<0.1%00.0%不變–
KEPKorea Electric Power CorpSPONSORED ADR3,000$2.08 萬<0.1%00.0%不變歷史
Innovator ETFs Trust45782C540US EQTY PWR BUF667$2.10 萬<0.1%00.0%不變–
SPDR Index Shs FDS78463X426MSCI EMRG MKTS379$2.11 萬<0.1%00.0%不變–
BCATBlackRock Capital Allocation Term TrustCOM1,393$2.11 萬<0.1%00.0%不變歷史
SLVMSylvamo CorpCOMMON STOCK456$2.11 萬<0.1%+9+2.0%加碼歷史
iShares Tr46435U218ESG MSCI LEADR300$2.14 萬<0.1%00.0%不變–
LYGLloyds Banking Group plcSPONSORED ADR9,229$2.14 萬<0.1%00.0%不變歷史
MYEMyers Industries IncCOM1,000$2.14 萬<0.1%+1,000新進歷史
ETREntergy CorpCOM200$2.15 萬<0.1%00.0%不變歷史
VREXVarex Imaging CorpCOM1,190$2.16 萬<0.1%+60+5.3%加碼歷史
FSLRFirst Solar, Inc.Stock100$2.17 萬<0.1%00.0%不變歷史
Dimensional ETF Trust25434V724US MKTWIDE VALUE655$2.19 萬<0.1%00.0%不變–
Brookfield Reins LtdG16250105CL A EXCH LT VTG671$2.21 萬<0.1%−68−9.2%減碼–
Vanguard Financials ETF92204A405ETF286$2.23 萬<0.1%00.0%不變–
COLMColumbia Sportswear CoCOM250$2.26 萬<0.1%00.0%不變歷史
EVTEaton Vance Tax-Advantaged Dividend Income FundCOM1,000$2.26 萬<0.1%00.0%不變歷史
TRGPTarga Resources Corp.COM310$2.26 萬<0.1%00.0%不變歷史
ANGIAngi Inc.COM CL A NEW10,000$2.27 萬<0.1%−618,300−98.4%減碼歷史
OIO-I Glass, Inc.COM1,000$2.27 萬<0.1%00.0%不變歷史
KAMNKAMAN CorpCOM1,000$2.29 萬<0.1%+1,000新進歷史
MUMicron Technology IncStock380$2.29 萬<0.1%+75+24.6%加碼歷史
SEICSEI Investments CoCOM400$2.30 萬<0.1%−300−42.9%減碼歷史
MODModine Manufacturing CoCOM1,000$2.31 萬<0.1%+1,000新進歷史
COINCoinbase Global, Inc.COM CL A345$2.33 萬<0.1%00.0%不變歷史
iShares Core S&P U.S. Growth ETF464287671ETF264$2.34 萬<0.1%+264新進–
SHAKShake Shack Inc.CL A425$2.36 萬<0.1%+425新進歷史
PRPLPurple Innovation, Inc.COM9,000$2.38 萬<0.1%00.0%不變歷史
iShares Tr464287390LATN AMER 40 ETF1,000$2.39 萬<0.1%00.0%不變–
CHRSCoherus Oncology, Inc.COM3,500$2.39 萬<0.1%00.0%不變歷史
SBGISinclair, Inc.CL A1,400$2.40 萬<0.1%+1,400新進歷史
RIORio Tinto PLCADR352$2.42 萬<0.1%−74−17.4%減碼歷史
PPLPPL CorpCOM873$2.43 萬<0.1%+125+16.7%加碼歷史
ATOAtmos Energy CorpCOM216$2.43 萬<0.1%00.0%不變歷史
ENREnergizer Holdings, Inc.COM700$2.43 萬<0.1%+700新進歷史
PAAPlains All American Pipeline LPUNIT LTD PARTN1,955$2.44 萬<0.1%+427+27.9%加碼歷史
Invesco Exchange Traded FD T46137V530NASDAQ INTERNT174$2.45 萬<0.1%00.0%不變–
Fidelity MSCI Financials Index ETF316092501ETF550$2.48 萬<0.1%−100−15.4%減碼–
HPEHewlett Packard Enterprise CoCOM1,567$2.50 萬<0.1%+54+3.6%加碼歷史
SNTSenstar Technologies CorpORD18,225$2.50 萬<0.1%00.0%不變歷史
HHyatt Hotels CorpCOM CL A224$2.50 萬<0.1%+224新進歷史
XYZBlock, Inc.CL A365$2.51 萬<0.1%−1,630−81.7%減碼歷史
State Street Communication Services Select Sector SPDR ETF81369Y852ETF440$2.55 萬<0.1%−5−1.1%減碼–
GROVGrove Collaborative Holdings, Inc.COM CL A58,312$2.55 萬<0.1%00.0%不變歷史
First BK Williamstown New Je31931U102COM2,548$2.57 萬<0.1%00.0%不變–
PCHPotlatchdeltic CorpCOM522$2.58 萬<0.1%00.0%不變歷史
Paramount Global92556H107CL A1,000$2.58 萬<0.1%+862+624.6%加碼–
ZZillow Group, Inc.CL C CAP STK586$2.61 萬<0.1%00.0%不變歷史
CHWYChewy, Inc.CL A700$2.62 萬<0.1%00.0%不變歷史
HQHabrdn Healthcare InvestorsSH BEN INT1,484$2.62 萬<0.1%+36+2.5%加碼歷史
SNYSanofiSPONSORED ADR499$2.72 萬<0.1%−500−50.1%減碼歷史
BIDUBaidu, Inc.ADR180$2.72 萬<0.1%00.0%不變歷史
LNGCheniere Energy, Inc.COM NEW173$2.73 萬<0.1%+17+10.9%加碼歷史
HUNHuntsman CORPCOM1,000$2.74 萬<0.1%−525−34.4%減碼歷史
ILMNIllumina, Inc.COM118$2.74 萬<0.1%−1,784−93.8%減碼歷史
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF251$2.75 萬<0.1%−38−13.1%減碼–
ROKRockwell Automation, IncStock94$2.76 萬<0.1%−31−24.8%減碼歷史
XPEVXpeng Inc.ADS2,500$2.78 萬<0.1%00.0%不變歷史
DIODDiodes IncCOM300$2.78 萬<0.1%00.0%不變歷史
BHPBHP Group LtdADR443$2.81 萬<0.1%00.0%不變歷史
BBTBeacon Financial CorpCOM1,130$2.83 萬<0.1%00.0%不變歷史
WECWec Energy Group, Inc.Stock303$2.87 萬<0.1%00.0%不變歷史
SWBISmith & Wesson Brands, Inc.COM2,336$2.88 萬<0.1%00.0%不變歷史
IMGNImmunoGen, Inc.COM7,500$2.88 萬<0.1%00.0%不變歷史

2022 年第 4 季之後清倉(251 檔)

2022 年第 4 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 251 檔。

First Manhattan Co 在 2022 年第 4 季之後清倉的部位
證券類別2022 年第 4 季股數2022 年第 4 季市值2022 年第 4 季佔組合 %紀錄
Signature BK New York N Y82669G104COM58,250$671.2 萬<0.1%–
AAWWAtlas Air Worldwide Holdings IncCOM NEW61,055$615.4 萬<0.1%歷史
NVRNVR IncCOM457$211.3 萬<0.1%歷史
IVCInvacare Holdings CorpCOM3,000,000$126.0 萬<0.1%歷史
CBIOCrescent Biopharma, Inc.COM314,141$95.2 萬<0.1%歷史
PSLVSprott Physical Silver TrustPHYSICAL SILVER97,395$80.3 萬<0.1%歷史
SIVBSVB Financial GroupCOM3,014$69.4 萬<0.1%歷史
VanEck ETF Trust92189F791JUNIOR GOLD MINE18,000$64.2 萬<0.1%–
STORStore Capital LLCCOM15,795$50.6 萬<0.1%歷史
Sandstorm Gold Ltd Com New80013R206Stock90,000$47.3 萬<0.1%–
IAAIAA, Inc.COM10,575$42.3 萬<0.1%歷史
FCNCAFirst Citizens Bancshares IncCL A384$29.1 萬<0.1%歷史
HYMCHycroft Mining Holding CorpCOM CL A505,000$26.9 萬<0.1%歷史
FLNGFlex LNG Ltd.SHS7,500$24.5 萬<0.1%歷史
ANSSAnsys IncCOM883$21.3 萬<0.1%歷史
MORNMorningstar, Inc.COM951$20.6 萬<0.1%歷史
First Tr Exch Traded FD III33739E108PFD SECS INC ETF12,000$20.2 萬<0.1%–
Mag Silver Corp55903Q104COM12,000$18.8 萬<0.1%–
SVMSilvercorp Metals IncCOM61,400$18.2 萬<0.1%歷史
RNPCohen & Steers REIT & Preferred & Income Fund IncCOM7,400$15.1 萬<0.1%歷史
CALCCalciMedica, Inc.COM SHS271,332$13.6 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138G706SOLAR ETF1,800$13.1 萬<0.1%–
AMHAmerican Homes 4 RentCL A3,930$11.8 萬<0.1%歷史
AKAMAkamai Technologies IncCOM1,080$9.10 萬<0.1%歷史
PBProsperity Bancshares IncCOM1,217$8.85 萬<0.1%歷史
Meridian Bioscience Inc589584101COM2,562$8.51 萬<0.1%–
ProShares Tr74347B201PSHS ULTSH 20YRS2,252$7.32 萬<0.1%–
MTArcelorMittalNY REGISTRY SH2,716$7.12 萬<0.1%歷史
AEMAgnico Eagle Mines LtdStock1,246$6.48 萬<0.1%歷史
MATXMatson, Inc.COM1,000$6.25 萬<0.1%歷史
First Tr Exchange-Traded Alp33735K108COM SHS677$6.19 萬<0.1%–
Dimensional U.S. Targeted Value ETF25434V609ETF1,170$5.14 萬<0.1%–
Global X FDS37954Y343GLBL X MLP ETF1,049$4.33 萬<0.1%–
SAFESafehold Inc.COM1,475$4.22 萬<0.1%歷史
FORForestar Group Inc.COM2,500$3.85 萬<0.1%歷史
HUBBHubbell IncCOM156$3.66 萬<0.1%歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF375$3.64 萬<0.1%–
Atlas CorpY0436Q109SHARES2,318$3.56 萬<0.1%–
Vanguard World FD921910725ESG INTL STK ETF700$3.44 萬<0.1%–
DMLPDorchester Minerals, L.P.COM UNIT1,000$2.99 萬<0.1%歷史
PDXPIMCO Dynamic Income Strategy FundCOM SHS BEN INT2,000$2.99 萬<0.1%歷史
EDREndeavor Group Holdings, Inc.CL A COM1,250$2.82 萬<0.1%歷史
ANIXAnixa Biosciences IncCOM6,500$2.76 萬<0.1%歷史
ALKSAlkermes plc.SHS1,000$2.61 萬<0.1%歷史
GMABGenmab A/SSPONSORED ADS604$2.56 萬<0.1%歷史
Equity Commonwealth 6.5 Cum Conv PFD D294628201COM1,000$2.51 萬<0.1%–
MAYSMays J W IncCOM500$2.40 萬<0.1%歷史
NDSNNordson CorpCOM101$2.40 萬<0.1%歷史
CRLCharles River Laboratories International, Inc.COM103$2.24 萬<0.1%歷史
PESIPerma Fix Environmental Services IncCOM NEW6,150$2.17 萬<0.1%歷史
FLG.PUFlagstar Bank, National AssociationUNIT 11/01/2051500$2.17 萬<0.1%歷史
WIAWestern Asset Inflation-Linked Income FundCOM SH BEN INT2,500$2.15 萬<0.1%歷史
POOLPool CorpCOM71$2.15 萬<0.1%歷史
DEAEasterly Government Properties, Inc.COM1,500$2.14 萬<0.1%歷史
HGTYHagerty, Inc.CL A COM2,500$2.10 萬<0.1%歷史
THOThor Industries IncCOM271$2.05 萬<0.1%歷史
Collegium Pharmaceutical, Inc19459JAA2NOTE 2.625% 2/1–$2.02 萬<0.1%–
GHCGraham Holdings CoCOM CL B31$1.87 萬<0.1%歷史
MCRMFS Charter Income TrustSH BEN INT2,934$1.80 萬<0.1%歷史
BSYBentley Systems IncCOM CL B477$1.76 萬<0.1%歷史
VICIVici Properties Inc.COM543$1.76 萬<0.1%歷史
GMEDGlobus Medical IncStock212$1.57 萬<0.1%歷史
EXPOExponent IncCOM158$1.57 萬<0.1%歷史
Teladoc Health, Inc.87918AAF2NOTE 1.250% 6/0–$1.54 萬<0.1%–
IBKRInteractive Brokers Group, Inc.Stock207$1.50 萬<0.1%歷史
TERTeradyne, IncStock162$1.42 萬<0.1%歷史
SITESiteOne Landscape Supply, Inc.COM120$1.41 萬<0.1%歷史
RELXRELX PLCSPONSORED ADR495$1.37 萬<0.1%歷史
USALiberty All Star Equity FundSH BEN INT2,327$1.33 萬<0.1%歷史
LIILennox International IncCOM51$1.22 萬<0.1%歷史
CHEChemed CorpCOM23$1.17 萬<0.1%歷史
TFIITFI International Inc.COM115$1.15 萬<0.1%歷史
SAPSAP SEADR111$1.15 萬<0.1%歷史
ONCBeOne Medicines Ltd.ADR51$1.12 萬<0.1%歷史
RYAMRayonier Advanced Materials Inc.COM1,030$9,888<0.1%歷史
Schwab U.S. Small-Cap ETF808524607ETF244$9,884<0.1%–
First Tr Exchange-Traded Alp33735J101COM SHS148$9,739<0.1%–
Shaw Communications Inc82028K200CL B CONV337$9,698<0.1%–
RCIRogers Communications IncCL B207$9,695<0.1%歷史
APGAPi Group CorpCOM STK500$9,405<0.1%歷史
MGAMagna International IncCOM163$9,157<0.1%歷史
GIBCgi IncCL A106$9,129<0.1%歷史
Alps ETF Tr00162Q593MED BREAKTHGH300$9,114<0.1%–
TRNTrinity Industries IncCOM302$8,930<0.1%歷史
HPHelmerich & Payne, Inc.COM180$8,922<0.1%歷史
EPAMEPAM Systems, Inc.COM27$8,848<0.1%歷史
BKIBlack Knight, Inc.COM141$8,706<0.1%歷史
DINOHF Sinclair CorpCOM167$8,665<0.1%歷史
UFIUnifi IncCOM NEW1,000$8,610<0.1%歷史
NOMDNomad Foods LtdUSD ORD SHS499$8,602<0.1%歷史
iShares Core MSCI Europe ETF46434V738ETF180$8,550<0.1%–
Dimensional ETF Trust25434V401US EQUI MARK ETF205$8,530<0.1%–
ARCOArcos Dorados Holdings Inc.SHS CLASS -A -1,014$8,477<0.1%歷史
HALHalliburton CoStock212$8,342<0.1%歷史
KOFCoca Cola Femsa SAB de CVSPONS ADS REP122$8,281<0.1%歷史
ERICEricsson LM Telephone CoADR B SEK 101,405$8,205<0.1%歷史
BSTZBlackRock Science & Technology Term TrustSHS BEN INT515$8,054<0.1%歷史
SWZTotal Return Securities FundCOM1,057$7,990<0.1%歷史
COUPCoupa Software IncCOM100$7,917<0.1%歷史
BFAMBright Horizons Family Solutions Inc.COM124$7,824<0.1%歷史