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Livermore
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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
TCMDTactile Systems Technology IncCOM2,906$4.77 萬<0.1%00.0%不變歷史
BGBunge Global SACOM500$4.78 萬<0.1%+500新進歷史
OTLYOatly Group ABSPONSORED ADS20,000$4.84 萬<0.1%00.0%不變歷史
SORSource CapitalCOM1,293$4.89 萬<0.1%−250−16.2%減碼歷史
BRXBrixmor Property Group Inc.COM2,290$4.93 萬<0.1%−350−13.3%減碼歷史
EXPDExpeditors International of Washington IncCOM460$5.07 萬<0.1%−58−11.2%減碼歷史
HIWHighwoods Properties, Inc.COM2,200$5.10 萬<0.1%00.0%不變歷史
URIUnited Rentals, Inc.COM129$5.11 萬<0.1%+55+74.3%加碼歷史
CUZCousins Properties IncCOM NEW2,425$5.18 萬<0.1%00.0%不變歷史
CNPCenterpoint Energy IncCOM1,762$5.19 萬<0.1%+65+3.8%加碼歷史
DFSDiscover Financial ServicesCOM527$5.21 萬<0.1%−50−8.7%減碼歷史
SMGScotts Miracle-Gro CoStock760$5.30 萬<0.1%−227−23.0%減碼歷史
EEFTEuronet Worldwide, Inc.COM475$5.32 萬<0.1%+50+11.8%加碼歷史
UBSUBS Group AGStock2,506$5.35 萬<0.1%00.0%不變歷史
JOUTJohnson Outdoors IncCL A850$5.36 萬<0.1%00.0%不變歷史
Vanguard World FD921910816MEGA GRWTH IND262$5.36 萬<0.1%00.0%不變–
AVYAvery Dennison CorpCOM300$5.37 萬<0.1%−22−6.8%減碼歷史
iShares Tr464287796U.S. ENERGY ETF1,245$5.45 萬<0.1%−70−5.3%減碼–
IONSIonis Pharmaceuticals IncCOM1,550$5.54 萬<0.1%−425−21.5%減碼歷史
DERMJourney Medical CorpCOM35,294$5.54 萬<0.1%00.0%不變歷史
AMXAmerica Movil SAB de CVSPON ADS RP CL B2,644$5.57 萬<0.1%−241−8.4%減碼歷史
iShares Inc464286608MSCI EURZONE ETF1,240$5.59 萬<0.1%−20−1.6%減碼–
State Street Industrial Select Sector SPDR ETF81369Y704ETF559$5.66 萬<0.1%+12+2.2%加碼–
NEXINexImmune, Inc.COM149,110$5.67 萬<0.1%+124,110+496.4%加碼歷史
TGNATegna IncCOM3,366$5.69 萬<0.1%00.0%不變歷史
INTUIntuit Inc.Stock128$5.71 萬<0.1%+13+11.3%加碼歷史
MCYMercury General CorpCOM1,800$5.71 萬<0.1%−100−5.3%減碼歷史
FITBFifth Third BancorpCOM2,150$5.73 萬<0.1%00.0%不變歷史
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM1,050$5.73 萬<0.1%00.0%不變–
AMDAdvanced Micro Devices IncStock598$5.86 萬<0.1%−145−19.5%減碼歷史
Mogo Inc60800C109COM89,200$5.86 萬<0.1%00.0%不變–
State Street Financial Select Sector SPDR ETF81369Y605ETF1,843$5.93 萬<0.1%+451+32.4%加碼–
TDToronto Dominion BankStock1,004$6.01 萬<0.1%+52+5.5%加碼歷史
BF.BBrown Forman CorpStock937$6.02 萬<0.1%−50−5.1%減碼歷史
JHGJanus Henderson Group Ltd.ORD SHS2,265$6.03 萬<0.1%−1,274−36.0%減碼歷史
ALVAutoliv IncCOM653$6.10 萬<0.1%00.0%不變歷史
CAGConagra Brands Inc.Stock1,634$6.14 萬<0.1%−1,407−46.3%減碼歷史
BNTXBioNTech SESPONSORED ADS500$6.23 萬<0.1%00.0%不變歷史
iShares Tr464288885EAFE GRWTH ETF677$6.33 萬<0.1%00.0%不變–
UBPUrstadt Biddle Properties IncCOM4,000$6.33 萬<0.1%−4,318−51.9%減碼歷史
PODDInsulet CorpStock199$6.35 萬<0.1%+81+68.6%加碼歷史
MYDBlackRock Muniyield Fund, Inc.COM5,929$6.37 萬<0.1%+64+1.1%加碼歷史
KRKroger CoStock1,300$6.42 萬<0.1%−150−10.3%減碼歷史
iShares Russell Mid-Cap Growth ETF464287481ETF723$6.58 萬<0.1%00.0%不變–
ICUIIcu Medical IncCOM400$6.60 萬<0.1%00.0%不變歷史
OVIDOvid Therapeutics Inc.COM26,000$6.71 萬<0.1%00.0%不變歷史
iShares Russell 2000 ETF464287655ETF378$6.74 萬<0.1%−345−47.7%減碼–
APAAPA CorpStock1,881$6.78 萬<0.1%00.0%不變歷史
NEOGNeogen CorpCOM3,688$6.83 萬<0.1%−25,226−87.2%減碼歷史
WUWestern Union COStock6,175$6.89 萬<0.1%−800−11.5%減碼歷史
ZMZoom Communications, Inc.Stock934$6.90 萬<0.1%00.0%不變歷史
NFGNational Fuel Gas CoStock1,200$6.93 萬<0.1%+1,139+1,867.2%加碼歷史
JKHYJack Henry & Associates IncStock460$6.95 萬<0.1%−62−11.9%減碼歷史
iShares Tr464287556ISHARES BIOTECH540$6.97 萬<0.1%00.0%不變–
TEAMAtlassian CorpCL A408$6.98 萬<0.1%+229+127.9%加碼歷史
SMTISanara MedTech Inc.COM1,700$7.01 萬<0.1%00.0%不變歷史
KDPKeurig Dr Pepper Inc.COM1,994$7.03 萬<0.1%+588+41.8%加碼歷史
MPMP Materials Corp.COM CL A2,500$7.05 萬<0.1%00.0%不變歷史
TPRTapestry, Inc.COM1,642$7.08 萬<0.1%00.0%不變歷史
YETIYETI Holdings, Inc.COM1,775$7.10 萬<0.1%+568+47.1%加碼歷史
RHPRyman Hospitality Properties, Inc.COM792$7.11 萬<0.1%+792新進歷史
ALLEAllegion plcORD SHS666$7.11 萬<0.1%−318−32.3%減碼歷史
MEDMedifast IncCOM700$7.26 萬<0.1%00.0%不變歷史
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF487$7.28 萬<0.1%+5+1.0%加碼–
Schwab U.S. Broad Market ETF808524102ETF1,522$7.28 萬<0.1%−40−2.6%減碼–
TPHSTrinity Place Holdings Inc.COM154,640$7.42 萬<0.1%−29,126−15.8%減碼歷史
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF997$7.45 萬<0.1%+29+3.0%加碼–
Pacer Trendpilot US Large Cap ETF69374H105ETF1,978$7.53 萬<0.1%00.0%不變–
Vanguard Admiral FDS Inc921932828SMLLCP 600 IDX850$7.55 萬<0.1%00.0%不變依 2 比 1 拆股換算–
ZIMZIM Integrated Shipping Services Ltd.SHS3,250$7.66 萬<0.1%00.0%不變歷史
HBIHanesbrands Inc.COM14,626$7.69 萬<0.1%−1,824−11.1%減碼歷史
PRIPrimerica, Inc.Stock450$7.75 萬<0.1%00.0%不變歷史
Occidental Pete Corp WT Exp 080327674599162Stock1,896$7.77 萬<0.1%00.0%不變–
SPDR Ser Tr78464A813S&P 600 SML CAP930$7.81 萬<0.1%00.0%不變–
ITTItt Inc.COM908$7.84 萬<0.1%−401−30.6%減碼歷史
TRIPTripAdvisor, Inc.COM3,950$7.84 萬<0.1%00.0%不變歷史
SSTISoundthinking, Inc.COM2,000$7.86 萬<0.1%00.0%不變歷史
BBUCBrookfield Business CorpCL A EXC SUB VTG3,995$7.92 萬<0.1%−96−2.3%減碼歷史
WHRWhirlpool CorpStock600$7.92 萬<0.1%−85−12.4%減碼歷史
U.S. Global Jets ETF26922A842ETF4,310$8.03 萬<0.1%−4,750−52.4%減碼–
ROIVRoivant Sciences Ltd.SHS11,000$8.12 萬<0.1%+11,000新進歷史
AIRCApartment Income REIT Corp.COM2,275$8.15 萬<0.1%00.0%不變歷史
HEI.AHeico CorpCL A600$8.15 萬<0.1%00.0%不變歷史
LUMNLumen Technologies, Inc.Stock31,308$8.30 萬<0.1%−4,316−12.1%減碼歷史
NXPINXP Semiconductors N.V.COM451$8.41 萬<0.1%+53+13.3%加碼歷史
iShares Tr464287689RUSSELL 3000 ETF360$8.47 萬<0.1%00.0%不變–
BATRKAtlanta Braves Holdings, Inc.COM C BRAVES GRP2,563$8.63 萬<0.1%−475−15.6%減碼歷史
TMToyota Motor CorpADS616$8.73 萬<0.1%−37−5.7%減碼歷史
LDOSLeidos Holdings, Inc.COM951$8.75 萬<0.1%00.0%不變歷史
AGRAvangrid, Inc.COM2,200$8.77 萬<0.1%00.0%不變歷史
ELANElanco Animal Health IncCOM9,336$8.78 萬<0.1%−1,276−12.0%減碼歷史
iShares Tr464288802ESG OPTIMIZED1,000$8.78 萬<0.1%+1,000新進–
IRIngersoll Rand Inc.COM1,515$8.81 萬<0.1%−92−5.7%減碼歷史
HRLHormel Foods CorpCOM2,212$8.82 萬<0.1%00.0%不變歷史
BCEBce IncCOM NEW2,000$8.96 萬<0.1%−99−4.7%減碼歷史
NWPXNWPX Infrastructure, Inc.COM2,900$9.06 萬<0.1%00.0%不變歷史
FCFranklin Covey CoCOM2,400$9.23 萬<0.1%00.0%不變歷史
COURCoursera, Inc.COM8,125$9.36 萬<0.1%00.0%不變歷史
DLBDolby Laboratories, Inc.COM CL A1,108$9.46 萬<0.1%+177+19.0%加碼歷史
ZBRAZebra Technologies CorpCL A306$9.73 萬<0.1%−73−19.3%減碼歷史

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