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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 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
XPOXPO, Inc.COM2,106$12.4 萬<0.1%−2,394−53.2%減碼歷史
EEXEmerald Holding, Inc.COM30,400$12.5 萬<0.1%00.0%不變歷史
ABNBAirbnb, Inc.Stock975$12.5 萬<0.1%−124−11.3%減碼歷史
HLNHaleon plcADR14,952$12.5 萬<0.1%−1,873−11.1%減碼歷史
CEGConstellation Energy CorpStock1,391$12.7 萬<0.1%00.0%不變歷史
FRFirst Industrial Realty Trust IncCOM2,450$12.9 萬<0.1%00.0%不變歷史
BOHBank of Hawaii CorpCOM3,157$13.0 萬<0.1%00.0%不變歷史
METMetlife IncStock2,314$13.1 萬<0.1%00.0%不變歷史
NBHCNational Bank Holdings CorpCL A4,525$13.1 萬<0.1%00.0%不變歷史
INVHInvitation Homes Inc.COM3,825$13.2 萬<0.1%00.0%不變歷史
iShares Russell 2000 ETF464287655ETF703$13.2 萬<0.1%+325+86.0%加碼–
OHIOmega Healthcare Investors IncCOM4,350$13.4 萬<0.1%−15,375−77.9%減碼歷史
LSILife Storage, Inc.COM1,025$13.6 萬<0.1%00.0%不變歷史
DOVDOVER CorpCOM924$13.6 萬<0.1%00.0%不變歷史
EQIXEquinix IncCOM175$13.7 萬<0.1%−50−22.2%減碼歷史
FPHFive Point Holdings, LLCCOM CL A47,500$13.7 萬<0.1%00.0%不變歷史
CERSCerus CorpCOM57,000$14.0 萬<0.1%−5,000−8.1%減碼歷史
UGUnited Guardian IncCOM17,062$14.1 萬<0.1%00.0%不變歷史
XOMAXOMA Royalty CorpCOM NEW7,500$14.2 萬<0.1%00.0%不變歷史
TGBTrekor Metals LtdCOM100,000$14.3 萬<0.1%00.0%不變歷史
CTSHCognizant Technology Solutions CorpCL A2,206$14.4 萬<0.1%+170+8.3%加碼歷史
ITGartner IncCOM414$14.5 萬<0.1%−26−5.9%減碼歷史
REGNRegeneron Pharmaceuticals, Inc.COM202$14.5 萬<0.1%00.0%不變歷史
DCODucommun IncCOM3,350$14.6 萬<0.1%−700−17.3%減碼歷史
CNICanadian National Railway CoStock1,213$14.7 萬<0.1%00.0%不變歷史
Vanguard Scottsdale FDS92206C649VNG RUS2000VAL1,200$14.8 萬<0.1%00.0%不變–
TTEKTetra Tech IncCOM914$15.0 萬<0.1%00.0%不變歷史
Vanguard Scottsdale FDS92206C623VNG RUS2000GRW850$15.0 萬<0.1%00.0%不變–
STTState Street CorpCOM2,069$15.1 萬<0.1%−1,000−32.6%減碼歷史
UCBUnited Community Banks IncCOM6,167$15.4 萬<0.1%−33−0.5%減碼歷史
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS20,500$15.4 萬<0.1%00.0%不變歷史
GXOGXO Logistics, Inc.Stock2,463$15.5 萬<0.1%−548−18.2%減碼歷史
iShares Tr464287515EXPANDED TECH450$15.6 萬<0.1%+75+20.0%加碼–
BANFBancfirst CorpCOM1,700$15.6 萬<0.1%00.0%不變歷史
SOSouthern CoStock2,244$15.8 萬<0.1%−734−24.6%減碼歷史
MTDMettler Toledo International IncCOM121$15.9 萬<0.1%00.0%不變歷史
IRWDIronwood Pharmaceuticals IncCOM CL A14,925$15.9 萬<0.1%00.0%不變歷史
KMIKinder Morgan, Inc.Stock9,438$16.3 萬<0.1%00.0%不變歷史
State Street Health Care Select Sector SPDR ETF81369Y209ETF1,229$16.3 萬<0.1%−5−0.4%減碼–
TRCTejon Ranch CoCOM9,500$16.3 萬<0.1%00.0%不變歷史
MTSIMACOM Technology Solutions Holdings, Inc.COM2,500$16.4 萬<0.1%00.0%不變歷史
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR11,000$16.4 萬<0.1%00.0%不變歷史
PCYOPure Cycle CorpCOM NEW15,000$16.5 萬<0.1%00.0%不變歷史
EXCExelon CorpStock4,180$17.0 萬<0.1%00.0%不變歷史
VMWVmware LLCCL A COM1,198$17.2 萬<0.1%00.0%不變歷史
Vanguard Whitehall FDS921946810INTL DVD ETF2,300$17.3 萬<0.1%00.0%不變–
WMKWeis Markets IncCOM2,700$17.3 萬<0.1%00.0%不變歷史
iShares Tr46435U713US INFRASTRUC4,500$17.6 萬<0.1%00.0%不變–
EDConsolidated Edison IncStock1,981$17.9 萬<0.1%−275−12.2%減碼歷史
EXPEExpedia Group, Inc.Stock1,642$18.0 萬<0.1%−103−5.9%減碼歷史
SPDR Series Trust78464A763ST STR SP DIV1,484$18.2 萬<0.1%+157+11.8%加碼–
CPBCAMPBELL'S CoCOM3,988$18.2 萬<0.1%−2,598−39.4%減碼歷史
SNPSSynopsys IncCOM432$18.8 萬<0.1%00.0%不變歷史
AEPAmerican Electric Power Co IncStock2,254$19.0 萬<0.1%−15−0.7%減碼歷史
REAXReal REMAX Group Inc.COM NEW100,252$19.1 萬<0.1%00.0%不變歷史
CLSDClearside Biomedical, Inc.COM175,000$19.6 萬<0.1%00.0%不變歷史
CBLCBL & Associates Properties IncCOMMON STOCK8,893$19.6 萬<0.1%−4,892−35.5%減碼歷史
BOTJBank of the James Financial Group IncCOM21,711$19.8 萬<0.1%00.0%不變歷史
FTNTFortinet, Inc.Stock2,635$19.9 萬<0.1%00.0%不變歷史
LSBKLake Shore Bancorp, Inc.COM18,507$19.9 萬<0.1%00.0%不變歷史
CULLCullman Bancorp, Inc.COM18,744$20.0 萬<0.1%00.0%不變歷史
BNSBank of Nova ScotiaCOM4,000$20.0 萬<0.1%−204−4.9%減碼歷史
MVBFMVB Financial CorpCOM9,500$20.0 萬<0.1%00.0%不變歷史
WSTWest Pharmaceutical Services IncCOM529$20.2 萬<0.1%00.0%不變歷史
MKTXMarketaxess Holdings IncCOM785$20.5 萬<0.1%00.0%不變歷史
MUSAMurphy USA Inc.COM660$20.5 萬<0.1%00.0%不變歷史
iShares Tr46428743220 YR TR BD ETF2,000$20.6 萬<0.1%00.0%不變–
CNXCConcentrix CorpStock2,550$20.6 萬<0.1%00.0%不變歷史
FLFoot Locker, Inc.COM7,681$20.8 萬<0.1%+7,400+2,633.5%加碼歷史
MATMattel IncCOM10,710$20.9 萬<0.1%−8,250−43.5%減碼歷史
FSBWFS Bancorp, Inc.COM7,000$21.0 萬<0.1%00.0%不變歷史
FFord Motor CoStock13,966$21.1 萬<0.1%+57+0.4%加碼歷史
DXCMDexcom IncCOM1,647$21.2 萬<0.1%+107+6.9%加碼歷史
DDominion Energy, IncStock4,102$21.2 萬<0.1%00.0%不變歷史
iShares Tr464288646ISHS 1-5YR INVS4,246$21.3 萬<0.1%00.0%不變–
UEUrban Edge PropertiesCOM13,902$21.5 萬<0.1%00.0%不變歷史
ELVElevance Health, Inc.Stock483$21.5 萬<0.1%−9−1.8%減碼歷史
POSTPost Holdings, Inc.COM2,481$21.5 萬<0.1%00.0%不變歷史
MATVMativ Holdings, Inc.COM14,321$21.7 萬<0.1%+14,321新進歷史
BFSSaul Centers, Inc.COM5,900$21.7 萬<0.1%−200−3.3%減碼歷史
CACCamden National CorpCOM7,050$21.8 萬<0.1%00.0%不變歷史
ADMArcher-Daniels-Midland CoStock2,904$21.9 萬<0.1%−500−14.7%減碼歷史
CABOCable One, Inc.COM335$22.0 萬<0.1%−680−67.0%減碼歷史
IPInternational Paper CoCOM6,951$22.1 萬<0.1%−88−1.3%減碼歷史
Invesco Exch Traded FD Tr II46138G870VAR RATE PFD10,000$22.3 萬<0.1%00.0%不變–
iShares Tr46429B655FLTG RATE NT ETF4,395$22.3 萬<0.1%00.0%不變–
BPBP PLCADR6,371$22.5 萬<0.1%−369−5.5%減碼歷史
WDFCWD 40 CoCOM1,200$22.6 萬<0.1%−100−7.7%減碼歷史
NOVNOV Inc.COM14,187$22.8 萬<0.1%00.0%不變歷史
LHXL3HARRIS Technologies, Inc.Stock1,166$22.8 萬<0.1%−150−11.4%減碼歷史
IDXXIDEXX Laboratories IncCOM455$22.9 萬<0.1%−36,430−98.8%減碼歷史
SABSSAB Biotherapeutics, Inc.Equity277,777$23.1 萬<0.1%00.0%不變歷史
DBCInvesco DB Commodity Index Tracking FundUNIT10,200$23.2 萬<0.1%−39,000−79.3%減碼歷史
OPBKOP BancorpCOM27,500$23.2 萬<0.1%+5,000+22.2%加碼歷史
TFCTruist Financial CorpCOM7,658$23.2 萬<0.1%00.0%不變歷史
THOThor Industries IncCOM2,250$23.3 萬<0.1%+2,250新進歷史
DRIDarden Restaurants IncCOM1,395$23.3 萬<0.1%+66+5.0%加碼歷史
SASRSandy Spring Bancorp IncCOM10,347$23.5 萬<0.1%−4,473−30.2%減碼歷史
LHLabcorp Holdings Inc.COM NEW980$23.7 萬<0.1%00.0%不變歷史
iShares Russell Midcap ETF464287499ETF3,266$23.9 萬<0.1%+1,365+71.8%加碼–

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