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First Manhattan Co

SEC CIK
0000728083
最新申報
2026/8/14

2023 年第 2 季持倉

持倉截至 2023/6/30，2023/8/14 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。

機構總覽
持股檔數
1,426
較 2023 年第 1 季 −92
總值
$273.0 億
較 2023 年第 1 季 +$12.2 億 (+4.7%)
申報日
2023/8/14
SEC
First Manhattan Co 在 2023 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
HAPNHappen, Inc.COM NEW526$5,128<0.1%00.0%不變歷史
RCLRoyal Caribbean Cruises LtdCOM50$5,187<0.1%00.0%不變歷史
AELAmerican National Group Inc.COM100$5,211<0.1%−300−75.0%減碼歷史
CHXChampionX CorpCOM170$5,276<0.1%−50−22.7%減碼歷史
NCLHNorwegian Cruise Line Holdings Ltd.SHS243$5,290<0.1%+243新進歷史
iShares Tr46436E767ESG MSCI USA ETF150$5,392<0.1%00.0%不變–
BURBurford Capital LtdORD SHS450$5,481<0.1%00.0%不變歷史
RITMRithm Capital Corp.REIT600$5,610<0.1%00.0%不變歷史
SPDR Series Trust78464A664ST LON TREAS ETF189$5,651<0.1%00.0%不變–
PIMCO ETF Tr72201R2051-5 US TIP IDX113$5,683<0.1%00.0%不變–
MLPMaui Land & Pineapple Co IncCOM400$5,696<0.1%00.0%不變歷史
MIDDMIDDLEBY CorpCOM39$5,765<0.1%−40−50.6%減碼歷史
TUTelus CorpCOM300$5,838<0.1%00.0%不變歷史
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF231$5,860<0.1%00.0%不變–
iShares Tr464288414NATIONAL MUN ETF55$5,870<0.1%00.0%不變–
NQPNuveen Pennsylvania Quality Municipal Income FundCOM525$5,901<0.1%00.0%不變歷史
LACLithium Americas Corp.COM NEW300$6,063<0.1%00.0%不變歷史
DPZDominos Pizza IncCOM18$6,065<0.1%−95−84.1%減碼歷史
BGFVBig 5 Sporting Goods CorpCOM667$6,109<0.1%+667新進歷史
OROR Royalties Inc.COM400$6,148<0.1%00.0%不變歷史
CZRCaesars Entertainment, Inc.COM121$6,167<0.1%+121新進歷史
MGMistras Group, Inc.COM800$6,176<0.1%00.0%不變歷史
ELMEElme CommunitiesSH BEN INT380$6,247<0.1%00.0%不變歷史
TSLXSixth Street Specialty Lending, Inc.COM335$6,261<0.1%−24,025−98.6%減碼歷史
Prospector Capital CorpG7273A105CL A600$6,270<0.1%00.0%不變–
CNCCentene CorpStock94$6,340<0.1%+81+623.1%加碼歷史
DARDarling Ingredients Inc.COM100$6,379<0.1%00.0%不變歷史
STXSeagate Technology Holdings plcORD SHS100$6,396<0.1%+100新進歷史
Vanguard Total International Bond ETF92203J407ETF131$6,501<0.1%00.0%不變–
RACEFerrari N.V.COM20$6,504<0.1%00.0%不變歷史
FSPFranklin Street Properties CorpCOM4,500$6,525<0.1%00.0%不變歷史
FSLYFastly, Inc.CL A419$6,607<0.1%00.0%不變歷史
PVBCProvident Bancorp, Inc.COM NEW808$6,690<0.1%00.0%不變歷史
SLGSL Green Realty CorpCOM224$6,731<0.1%00.0%不變歷史
TDOCTeladoc Health, Inc.COM266$6,735<0.1%00.0%不變歷史
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF147$6,745<0.1%00.0%不變–
LCIDLucid Group, Inc.COM1,000$6,890<0.1%00.0%不變歷史
AKROAkero Therapeutics, Inc.COM150$7,003<0.1%00.0%不變歷史
POOLPool CorpCOM19$7,118<0.1%+19新進歷史
RTORentokil Initial PLCSPONSORED ADR184$7,177<0.1%00.0%不變歷史
SPDR Index Shs FDS78463X509ST PORT MARK ETF209$7,185<0.1%00.0%不變–
AXSMAxsome Therapeutics, Inc.COM100$7,186<0.1%00.0%不變歷史
VNDAVanda Pharmaceuticals Inc.COM1,100$7,249<0.1%00.0%不變歷史
TSEMTower Semiconductor LtdSHS NEW195$7,316<0.1%00.0%不變歷史
SNAPSnap IncStock625$7,400<0.1%00.0%不變歷史
OPLNOPENLANE, Inc.COM500$7,610<0.1%00.0%不變歷史
TSNTyson Foods, Inc.Stock150$7,656<0.1%00.0%不變歷史
CMCanadian Imperial Bank of CommerceCOM180$7,682<0.1%00.0%不變歷史
LILAKLiberty Latin America Ltd.COM CL C900$7,757<0.1%−840−48.3%減碼歷史
VSTVistra Corp.Stock300$7,875<0.1%00.0%不變歷史
BATRKAtlanta Braves Holdings, Inc.COM C BRAVES GRP200$7,923<0.1%−2,363−92.2%減碼歷史
VRNSVaronis Systems IncCOM300$7,995<0.1%00.0%不變歷史
MAINMain Street Capital CORPCEF200$8,006<0.1%00.0%不變歷史
WASHWashington Trust Bancorp IncCOM300$8,043<0.1%00.0%不變歷史
ADArray Digital Infrastructure, Inc.COM458$8,074<0.1%00.0%不變歷史
BBYBest Buy Co IncStock100$8,195<0.1%00.0%不變歷史
TRMBTrimble Inc.COM160$8,470<0.1%−190−54.3%減碼歷史
AGCOAGCO CorpCOM65$8,542<0.1%+65新進歷史
RBGLYReckitt Benckiser Group PLCCOM572$8,688<0.1%00.0%不變歷史
ASHAshland Inc.COM100$8,691<0.1%00.0%不變歷史
LVSLas Vegas Sands CorpCOM150$8,700<0.1%+150新進歷史
WPPWPP plcADR167$8,730<0.1%00.0%不變歷史
Goldman Sachs ETF Tr381430206ACTIVEBETA EME298$8,910<0.1%00.0%不變–
BTXBlackRock Technology & Private Equity Term TrustSHS BEN INT1,137$8,925<0.1%00.0%不變歷史
ACADAcadia Pharmaceuticals IncCOM375$8,981<0.1%00.0%不變歷史
iShares MSCI USA Min Vol Factor ETF46429B697ETF123$9,142<0.1%00.0%不變–
NRONeuberger Real Estate Securities Income Fund IncCOM3,028$9,205<0.1%00.0%不變歷史
KRKroger CoStock200$9,400<0.1%−1,100−84.6%減碼歷史
ULTAUlta Beauty, Inc.Stock20$9,411<0.1%+20新進歷史
PVHPVH Corp.COM111$9,431<0.1%+111新進歷史
CUBECubeSmartREIT212$9,467<0.1%+212新進歷史
MGYMagnolia Oil & Gas CorpCL A453$9,467<0.1%00.0%不變歷史
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG109$9,551<0.1%+1+0.9%加碼–
Vanguard Malvern FDS922020805STRM INFPROIDX201$9,626<0.1%00.0%不變–
FNLCFirst Bancorp, IncCOM400$9,736<0.1%00.0%不變歷史
JCIJohnson Controls International plcStock143$9,744<0.1%00.0%不變歷史
REZIResideo Technologies, Inc.Stock553$9,765<0.1%−133−19.4%減碼歷史
GTXGarrett Motion Inc.Stock1,292$9,780<0.1%+920+247.3%加碼歷史
iShares Tr464287697U.S. UTILITS ETF119$9,810<0.1%00.0%不變–
MSCIMSCI Inc.Stock21$9,855<0.1%−3,005−99.3%減碼歷史
ANETArista Networks, Inc.COM61$9,885<0.1%−15−19.7%減碼歷史
EVREvercore Inc.CLASS A80$9,887<0.1%00.0%不變歷史
CMPSCOMPASS Pathways plcSPONSORED ADS1,200$9,936<0.1%+1,200新進歷史
TSCOTractor Supply CoCOM45$9,949<0.1%+45新進歷史
NLYAnnaly Capital Management IncREIT501$1.00 萬<0.1%+10+2.0%加碼歷史
EQCEQC Liquidating TrustCOM SH BEN INT500$1.01 萬<0.1%00.0%不變歷史
SAMBoston Beer Co IncCL A33$1.02 萬<0.1%00.0%不變歷史
QRVOQorvo, Inc.Stock100$1.02 萬<0.1%00.0%不變歷史
ARK ETF Tr00214Q302GENOMIC REV ETF300$1.02 萬<0.1%00.0%不變–
SPDR Series Trust78464A805ST STR PR SP1500188$1.02 萬<0.1%−103−35.4%減碼–
URGNUroGen Pharma Ltd.COM1,000$1.03 萬<0.1%00.0%不變歷史
FMCFMC CorpCOM NEW100$1.04 萬<0.1%00.0%不變歷史
LPLALPL Financial Holdings Inc.COM48$1.04 萬<0.1%00.0%不變歷史
Danone Sponsored ADR23636T100COM850$1.04 萬<0.1%−2,200−72.1%減碼–
SONDSonder Holdings Inc.COMMON STOCK19,700$1.04 萬<0.1%+19,700新進歷史
RESRPC IncCOM1,462$1.05 萬<0.1%00.0%不變歷史
CPECallon Petroleum CoCOM300$1.05 萬<0.1%00.0%不變歷史
ASRSoutheast Airport GroupSPON ADR SER B38$1.06 萬<0.1%00.0%不變歷史
AAPAdvance Auto Parts IncCOM151$1.06 萬<0.1%−8,830−98.3%減碼歷史
FNBFNB CorpCOM934$1.07 萬<0.1%00.0%不變歷史

2023 年第 1 季之後清倉（163 檔）

2023 年第 1 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 163 檔。

First Manhattan Co 在 2023 年第 1 季之後清倉的部位
證券類別2023 年第 1 季股數2023 年第 1 季市值2023 年第 1 季佔組合 %紀錄
ENTAEnanta Pharmaceuticals IncCOM263,375$1,065 萬<0.1%歷史
AGFSAgroFresh Solutions, Inc.COM1,216,071$364.8 萬<0.1%歷史
ESIElement Solutions IncCOM148,150$286.1 萬<0.1%歷史
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF24,481$224.8 萬<0.1%–
PDSBPDS Biotechnology CorpCOM271,576$167.0 萬<0.1%歷史
AFGAmerican Financial Group IncCOM10,322$125.4 萬<0.1%歷史
ABBNYABB LtdSPONSORED ADR20,200$69.3 萬<0.1%歷史
VRSKVerisk Analytics, Inc.COM3,600$69.1 萬<0.1%歷史
TRIThomson Reuters CorpCOM NEW3,850$50.1 萬<0.1%歷史
KEXKirby CorpCOM9,808$49.8 萬<0.1%歷史
iShares Tr46429B671MSCI CHINA ETF6,415$32.0 萬<0.1%–
DBX ETF Tr233051879XTRACK HRVST CSI10,600$31.2 萬<0.1%–
SPBSpectrum Brands Holdings, Inc.COM4,546$30.1 萬<0.1%歷史
MBIMbia IncCOM32,000$29.6 萬<0.1%歷史
LBAILakeland Bancorp IncCOM17,800$27.8 萬<0.1%歷史
CBAYCymaBay Therapeutics, Inc.COM25,000$21.8 萬<0.1%歷史
CAHCardinal Health IncStock2,800$21.1 萬<0.1%歷史
WWWWolverine World Wide IncCOM12,000$20.5 萬<0.1%歷史
BANCBanc of California, Inc.COM15,000$18.8 萬<0.1%歷史
HRBH&R Block IncCOM5,000$17.6 萬<0.1%歷史
SBSCompanhia de Saneamento Basico Do Estado de Sao Paulo-SabespSPONSORED ADR17,100$17.1 萬<0.1%歷史
WTSWatts Water Technologies IncCL A1,000$16.8 萬<0.1%歷史
ANAutonation, Inc.COM1,247$16.8 萬<0.1%歷史
FFICFlushing Financial CorpCOM10,009$14.9 萬<0.1%歷史
GPCGenuine Parts CoStock800$13.4 萬<0.1%歷史
GATXGatx CorpCOM1,200$13.2 萬<0.1%歷史
IGIWestern Asset Investment Grade Opportunity Trust Inc.COM7,500$12.7 萬<0.1%歷史
TFXTeleflex IncCOM500$12.7 萬<0.1%歷史
FLOFlowers Foods IncCOM4,050$11.1 萬<0.1%歷史
PIPRPiper Sandler CompaniesCOM800$11.1 萬<0.1%歷史
SSNCSS&C Technologies Holdings IncCOM1,816$10.3 萬<0.1%歷史
Principal Exchange Traded FD74255Y888SPECTRUM PFD6,000$10.2 萬<0.1%–
BCEBce IncCOM NEW2,000$8.96 萬<0.1%歷史
iShares Tr464288802ESG OPTIMIZED1,000$8.78 萬<0.1%–
SSTISoundthinking, Inc.COM2,000$7.86 萬<0.1%歷史
SPDR Ser Tr78464A813S&P 600 SML CAP930$7.81 萬<0.1%–
RHPRyman Hospitality Properties, Inc.COM792$7.11 萬<0.1%歷史
KDPKeurig Dr Pepper Inc.COM1,994$7.03 萬<0.1%歷史
NFGNational Fuel Gas CoStock1,200$6.93 萬<0.1%歷史
iShares Russell Mid-Cap Growth ETF464287481ETF723$6.58 萬<0.1%–
MYDBlackRock Muniyield Fund, Inc.COM5,929$6.37 萬<0.1%歷史
AVYAvery Dennison CorpCOM300$5.37 萬<0.1%歷史
Vanguard World FD921910816MEGA GRWTH IND262$5.36 萬<0.1%–
SORSource CapitalCOM1,293$4.89 萬<0.1%歷史
BGBunge Global SACOM500$4.78 萬<0.1%歷史
Vanguard Energy ETF92204A306ETF400$4.57 萬<0.1%–
CXTCrane NXT, Co.COM400$4.54 萬<0.1%歷史
Alps ETF Tr00162Q205EQUAL SEC ETF430$4.28 萬<0.1%–
TRPTC Energy CorpCOM1,039$4.04 萬<0.1%歷史
ESSEssex Property Trust, Inc.COM185$3.87 萬<0.1%歷史
CNHCNH Industrial N.V.SHS2,500$3.82 萬<0.1%歷史
GEFGreif, IncCL A600$3.80 萬<0.1%歷史
ABAlliancebernstein Holding L.P.UNIT LTD PARTN1,000$3.66 萬<0.1%歷史
DOCUDocuSign, Inc.Stock625$3.64 萬<0.1%歷史
ProShares Tr74348A467S&P 500 DV ARIST392$3.58 萬<0.1%–
VVVValvoline IncCOM1,000$3.49 萬<0.1%歷史
FLSFlowserve CorpCOM900$3.06 萬<0.1%歷史
GTGoodyear Tire & Rubber CoCOM2,699$2.97 萬<0.1%歷史
EPCEdgewell Personal Care CoCOM700$2.97 萬<0.1%歷史
HQHabrdn Healthcare InvestorsSH BEN INT1,484$2.62 萬<0.1%歷史
Paramount Global92556H107CL A1,000$2.58 萬<0.1%–
First BK Williamstown New Je31931U102COM2,548$2.57 萬<0.1%–
ENREnergizer Holdings, Inc.COM700$2.43 萬<0.1%歷史
SBGISinclair, Inc.CL A1,400$2.40 萬<0.1%歷史
MODModine Manufacturing CoCOM1,000$2.31 萬<0.1%歷史
KAMNKAMAN CorpCOM1,000$2.29 萬<0.1%歷史
MYEMyers Industries IncCOM1,000$2.14 萬<0.1%歷史
SPDR Index Shs FDS78463X426MSCI EMRG MKTS379$2.11 萬<0.1%–
ADCAgree Realty CorpCOM300$2.06 萬<0.1%歷史
HYHyster-Yale, Inc.CL A400$2.00 萬<0.1%歷史
IBNIcici Bank LtdADR923$1.99 萬<0.1%歷史
CHTChunghwa Telecom Co LtdSPON ADR NEW11507$1.98 萬<0.1%歷史
HNVRHanover Bancorp, Inc.COM NEW1,000$1.80 萬<0.1%歷史
RDYDr Reddys Laboratories LtdADR308$1.75 萬<0.1%歷史
OSHOak Street Health, Inc.COM438$1.69 萬<0.1%歷史
HOGHarley-Davidson, Inc.COM440$1.67 萬<0.1%歷史
FRGIFiesta Restaurant Group, Inc.COM2,000$1.64 萬<0.1%歷史
PDCOPatterson Companies, Inc.COM600$1.61 萬<0.1%歷史
INFYInfosys LtdSPONSORED ADR903$1.57 萬<0.1%歷史
GGenpact LTDSHS337$1.56 萬<0.1%歷史
WFWoori Financial Group Inc.SPONSORED ADS590$1.55 萬<0.1%歷史
HSTHost Hotels & Resorts, Inc.COM936$1.54 萬<0.1%歷史
DNPDNP Select Income Fund IncCOM1,346$1.48 萬<0.1%歷史
Cyberark Software LtdM2682V108SHS100$1.48 萬<0.1%–
INGING Groep NVSPONSORED ADR1,244$1.48 萬<0.1%歷史
PDIPIMCO Dynamic Income FundSHS818$1.47 萬<0.1%歷史
MPXMarine Products Group, LLCCOM1,106$1.46 萬<0.1%歷史
SHGShinhan Financial Group Co LtdSPN ADR RESTRD529$1.43 萬<0.1%歷史
SPTSprout Social, Inc.COM CL A227$1.38 萬<0.1%歷史
LSTRLandstar System IncCOM75$1.34 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138E610KBW HIG DV YLD873$1.29 萬<0.1%–
Global X FDS37954Y715RBTCS ARTFL INTE480$1.22 萬<0.1%–
BATRAAtlanta Braves Holdings, Inc.COM A BRAVES GRP334$1.15 萬<0.1%歷史
FNWBFirst Northwest BancorpCOM1,000$1.15 萬<0.1%歷史
INVXInnovex International, Inc.COM400$1.15 萬<0.1%歷史
DSLDoubleLine Income Solutions FundCOM1,000$1.14 萬<0.1%歷史
TSTenaris SASPONSORED ADS367$1.04 萬<0.1%歷史
BCSBarclays PLCADR1,445$1.04 萬<0.1%歷史
MPLXMPLX LPCOM UNIT REP LTD299$1.03 萬<0.1%歷史
WSCWillScot Holdings CorpCOM CL A216$1.01 萬<0.1%歷史