First Manhattan Co. Llc. Holdings & Portfolio - 13F Filings Analysis - Stocknear

First Manhattan Co. Llc.

CIK Number: 0000728083

35.42B
Market Value
675
# of Holdings
29 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Aug 14, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 BRK-A Berkshire Hatha...
744616.90
-0.17% 14.34K +0.59% 10.45B 293109.04 29.50% Share
2 MSFT Microsoft Corpo...
515.74
-0.76% 4.43M -1.01% 2.2B 41.83 6.22% Share
3 KKR KKR & Co. Inc.
124.62
-2.24% 8.72M +4.53% 1.16B 39.67 3.28% Share
4 AAPL Apple Inc.
257.13
+0.66% 5.51M -12.39% 1.13B 20.7 3.19% Share
5 BN Brookfield Corp...
68.15
+0.40% 16.46M -1.65% 1.02B 31.54 2.87% Share
6 ORCL Oracle Corporat...
289.01
0.00% 4.47M -8.89% 977.64M 56.28 2.76% Share
7 AZO AutoZone, Inc.
4257.19
+0.22% 256.36K -0.02% 951.67M 933.52 2.69% Share
8 BRK-B Berkshire Hatha...
495.96
-0.45% 1.88M -2.57% 914.85M 128.79 2.58% Share
9 GOOG Alphabet Inc.
246.43
+0.36% 4.54M -15.36% 805.19M 56.52 2.27% Share
10 AVGO Broadcom Inc.
338.18
+1.44% 2.26M -1.21% 623.77M 99.03 1.76% Share
11 ASML ASML Holding N....
1030.17
+2.68% 710.04K +0.28% 569.02M 644.53 1.61% Share
12 AMAT Applied Materia...
223.59
+2.69% 2.81M -9.07% 514.14M 201.94 1.45% Share
13 CRM Salesforce, Inc...
238.80
+1.32% 1.88M +21.83% 512.69M 267.43 1.45% Share
14 TTWO Take-Two Intera...
256.94
+0.60% 2M -16.42% 486.68M 155.8 1.37% Share
15 V Visa Inc.
346.01
-0.52% 1.3M -0.17% 460.54M 198.73 1.30% Share
16 DHR Danaher Corpora...
210.31
-1.21% 2.22M +14.94% 439.71M 78.88 1.24% Share
17 UNH UnitedHealth Gr...
353.68
+1.54% 1.39M +21.40% 433.82M 308.99 1.22% Share
18 AMZN Amazon.com, Inc...
222.41
+0.81% 1.85M +38.02% 405.74M 172.03 1.15% Share
19 TMO Thermo Fisher S...
524.92
-1.09% 956.7K +0.86% 388.28M 351.13 1.10% Share
20 TPL Texas Pacific L...
967.97
+1.04% 337.68K -0.07% 356.72M 529.81 1.01% Share
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