First Manhattan Co. Llc.

CIK Number: 0000728083

35.42B
Market Value
660
# of Holdings
29 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 15, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 BRK-A Berkshire Hatha...
718340.00
+0.40% 14.25K -3.7% 11.38B 290541.3 33.20% Share
2 MSFT Microsoft Corpo...
522.28
+0.33% 4.48M +1.03% 1.68B 41.83 4.90% Share
3 AAPL Apple Inc.
232.81
-0.22% 6.29M -3.7% 1.4B 20.7 4.08% Share
4 BRK-B Berkshire Hatha...
479.02
+0.36% 1.93M +1.39% 1.03B 128.79 3.00% Share
5 AZO AutoZone, Inc.
3998.08
-0.95% 256.41K -0.74% 977.64M 933.52 2.85% Share
6 KKR KKR & Co. Inc.
146.08
-0.94% 8.34M -0.59% 964.46M 35.44 2.81% Share
7 BN Brookfield Corp...
65.58
-0.97% 16.73M -1.04% 875.7M 31.54 2.55% Share
8 GOOG Alphabet Inc.
203.77
+0.36% 5.36M -0.75% 837.79M 56.52 2.44% Share
9 ORCL Oracle Corporat...
244.93
+0.31% 4.91M -3.78% 686.22M 56.28 2.00% Share
10 UNH UnitedHealth Gr...
271.50
-0.11% 1.15M -24.79% 599.95M 308.36 1.75% Share
11 TTWO Take-Two Intera...
233.16
-1.26% 2.4M +6.54% 496.92M 155.8 1.45% Share
12 TMO Thermo Fisher S...
485.13
+0.07% 948.56K +6.42% 472.36M 350.66 1.38% Share
13 ASML ASML Holding N....
755.11
-0.06% 708.06K +60.96% 469.18M 644.09 1.37% Share
14 V Visa Inc.
345.40
+0.83% 1.3M +3.64% 455.34M 198.73 1.33% Share
15 AMAT Applied Materia...
188.22
-0.95% 3.09M +7.85% 448.22M 201.94 1.31% Share
16 TPL Texas Pacific L...
913.32
+3.51% 337.92K -0.03% 447.74M 529.81 1.31% Share
17 CRM Salesforce, Inc...
233.32
-1.57% 1.54M -1.13% 413.55M 266.28 1.21% Share
18 DHR Danaher Corpora...
210.15
+0.48% 1.93M +1.54% 396.93M 61.15 1.16% Share
19 AVGO Broadcom Inc.
311.19
+0.68% 2.29M -0.81% 383.5M 99.03 1.12% Share
20 LOW Lowe's Companie...
253.05
-1.24% 1.41M +0.60% 328.36M 185.55 0.96% Share
21 HON Honeywell Inter...
218.15
-0.73% 1.51M +9.09% 320.25M 105.87 0.93% Share
22 SPGI S&P Global Inc.
564.10
+0.27% 608.08K -3.46% 308.97M 312.99 0.90% Share
23 LIN Linde plc
477.49
+0.39% 651.88K +7.24% 303.54M 363.01 0.89% Share
24 GOOGL Alphabet Inc.
202.88
+0.46% 1.93M -0.89% 298.69M 58.29 0.87% Share
25 PM Philip Morris I...
165.25
-0.38% 1.87M -0.24% 298.55M 86.28 0.87% Share
26 AMZN Amazon.com, Inc...
230.94
+2.84% 1.34M +4.43% 254.95M 154.03 0.74% Share
27 ORLY O'Reilly Automo...
101.50
-1.11% 175.34K -7.71% 251.19M 410.55 0.73% Share
28 VOO Vanguard S&P 50...
592.77
-0.01% 459.99K -5.7% 236.39M 406.34 0.69% Share
29 CPRT Copart, Inc.
46.84
-1.7% 3.91M +0.27% 221.4M 33.14 0.65% Share
30 LB LandBridge Comp...
53.64
+2.90% 2.8M +3.12% 201.3M 33.86 0.59% Share
31 NVDA NVIDIA Corporat...
182.02
+0.24% 1.83M +11.38% 198.83M 100.4 0.58% Share
32 ICE Intercontinenta...
182.62
+0.67% 1.15M +0.62% 198.72M 89.54 0.58% Share
33 ACN Accenture plc
246.13
+0.18% 627.94K -6.75% 195.94M 94.2 0.57% Share
34 MCD McDonald's Corp...
308.84
+1.24% 620.74K -5.16% 193.9M 182.26 0.57% Share
35 MDLZ Mondelez Intern...
61.42
-1.24% 2.4M +0.56% 163.75M 44.62 0.48% Share
36 ALLY Ally Financial ...
38.88
-0.01% 4.26M +0.76% 155.32M 25.04 0.45% Share
37 AXP American Expres...
307.72
+0.28% 518.84K -4.04% 139.59M 78.27 0.41% Share
38 JNJ Johnson & Johns...
174.72
+0.17% 788.79K -8.07% 130.81M 90.63 0.38% Share
39 MAR Marriott Intern...
266.49
-1.19% 549.09K -0.19% 130.79M 90.62 0.38% Share
40 ABBV AbbVie Inc.
204.72
+1.61% 618.26K +1.87% 129.54M 110.83 0.38% Share
41 CMCSA Comcast Corpora...
32.88
-0.17% 3.5M -11.1% 129.32M 32.16 0.38% Share
42 UNP Union Pacific C...
221.35
-0.82% 498.43K +30.80% 117.75M 225.19 0.34% Share
43 MTCH Match Group, In...
38.66
-0.21% 3.47M +0.19% 108.37M 52.51 0.32% Share
44 FTV Fortive Corpora...
47.81
-1.89% 1.37M -1.59% 100.18M 61.22 0.29% Share
45 KNSL Kinsale Capital...
453.48
+0.33% 201.27K +401.43% 97.96M 482.41 0.29% Share
46 SCI Service Corpora...
80.66
-1.69% 1.21M -0.94% 96.71M 39.43 0.28% Share
47 COF Capital One Fin...
221.13
+1.92% 518.72K -4.28% 93.01M 72.3 0.27% Share
48 FMCX FMC Excelsior F...
34.13
0.00% 3.05M +0.42% 90.9M 22.29 0.27% Share
49 NSRGY Nestlé S.A.
89.39
-0.21% 892.48K -26.66% 90.29M 111.59 0.26% Share
50 NICE NICE Ltd.
127.85
-13.61% 582.56K +19.25% 89.81M 176.85 0.26% Share
51 RSP Invesco S&P 500...
186.31
-0.66% 502.61K +2.73% 87.07M 154.41 0.25% Share
52 BALL Ball Corporatio...
53.65
-2.26% 1.65M +38.23% 86.09M 55.86 0.25% Share
53 KEYS Keysight Techno...
164.41
-3.41% 570.65K -36.4% 85.47M 108.39 0.25% Share
54 CSWI CSW Industrials...
305.10
0.00% 286.06K -3.58% 83.39M 37.67 0.24% Share
55 AIZ Assurant, Inc.
212.86
-0.34% 380.78K -3.37% 79.87M 150.43 0.23% Share
56 COR Cencora, Inc.
294.88
+1.32% 276.48K +4.02% 76.89M 111.01 0.22% Share
57 JPM JPMorgan Chase ...
294.09
+1.23% 302.3K +31.42% 74.15M 130.53 0.22% Share
58 META Meta Platforms,...
781.96
+0.24% 121.34K +16.19% 69.94M 463.89 0.20% Share
59 GEV GE Vernova Inc.
625.14
-1.45% 228.28K +573.94% 69.69M 284.84 0.20% Share
60 KO The Coca-Cola C...
69.52
-1.33% 951.46K +8.14% 68.62M 47.59 0.20% Share
61 VRT Vertiv Holdings...
132.46
-3.6% 918.02K +131.67% 66.28M 83.59 0.19% Share
62 BAM Brookfield Asse...
62.13
-0.61% 1.21M -2.17% 58.67M 28.9 0.17% Share
63 BIP Brookfield Infr...
29.82
-2.13% 1.94M -4.92% 57.65M 17.51 0.17% Share
64 NKE NIKE, Inc.
76.39
-1.04% 849.45K +22.65% 54.23M 93.28 0.16% Share
65 USB U.S. Bancorp
46.83
+0.46% 1.16M -2.58% 49.63M 38.83 0.14% Share
66 VLTO Veralto Corpora...
107.65
-1.91% 507.46K -4.92% 49.5M 85.44 0.14% Share
67 AMT American Tower ...
203.48
-0.33% 219.51K +4.40% 47.77M 213.88 0.14% Share
68 MKL Markel Corporat...
1954.49
-0.41% 25.37K -48.27% 47.43M 1467.5 0.14% Share
69 CB Chubb Limited
275.69
+0.24% 155.36K +23.93% 47.05M 223.09 0.14% Share
70 LLY Eli Lilly and C...
684.46
+3.63% 55.82K -4.09% 46.1M 211.92 0.13% Share
71 MCO Moody's Corpora...
521.46
+0.06% 95.18K -3.63% 44.32M 73.13 0.13% Share
72 SBUX Starbucks Corpo...
93.05
-1.2% 446.29K +33.11% 43.78M 91.57 0.13% Share
73 CNQ Canadian Natura...
29.78
-0.52% 1.4M -1.73% 43.54M 13.55 0.13% Share
74 PG The Procter & G...
153.70
-1.1% 245.87K -2.74% 41.9M 79.61 0.12% Share
75 IQV IQVIA Holdings ...
189.40
-0.44% 233.41K +13.55% 41.15M 165.05 0.12% Share
76 INGR Ingredion Incor...
126.38
-1.19% 295.56K -0.7% 39.96M 68.46 0.12% Share
77 BL BlackLine, Inc.
50.34
-1.79% 815.98K +408.68% 39.51M 50.85 0.12% Share
78 GE GE Aerospace
269.72
+0.32% 186.58K -2.4% 37.4M 154.58 0.11% Share
79 ENB Enbridge Inc.
48.19
+1.06% 842.07K -6.24% 37.27M 32.42 0.11% Share
80 SCHW The Charles Sch...
97.75
+2.26% 461.4K -0.09% 36.12M 55.66 0.11% Share
81 HLT Hilton Worldwid...
270.37
-0.91% 151.91K -4.3% 34.57M 98.88 0.10% Share
82 TMC TMC the metals ...
5.41
-0.55% 18.59M -0.74% 31.97M 1.06 0.09% Share
83 AMGN Amgen Inc.
290.28
+0.33% 98.34K -3.36% 30.64M 169.95 0.09% Share
84 CHTR Charter Communi...
263.22
-2.15% 82.11K -10.58% 30.26M 371.26 0.09% Share
85 VIG Vanguard Divide...
210.08
+0.06% 149.27K +0.01% 28.96M 157.55 0.08% Share
86 CNC Centene Corpora...
26.93
-0.5% 474.88K +100.00% 28.83M 60.71 0.08% Share
87 DEO Diageo plc
110.70
-0.24% 270.8K +11.82% 28.79M 150.38 0.08% Share
88 SNA Snap-on Incorpo...
324.62
-2.75% 85.39K -0.34% 28.78M 91.71 0.08% Share
89 VO Vanguard Mid Ca...
286.38
-0.71% 110.13K +0.65% 28.48M 210.94 0.08% Share
90 BA The Boeing Comp...
233.18
-0.08% 165.88K -3.59% 28.29M 190.35 0.08% Share
91 BUD Anheuser-Busch ...
60.67
-0.76% 437.08K +23.25% 26.91M 64.41 0.08% Share
92 IBM International B...
237.04
-1.26% 107.46K -2.68% 26.72M 175.56 0.08% Share
93 GGG Graco Inc.
85.26
-2.58% 318.73K -1.54% 26.62M 33.38 0.08% Share
94 WFC Wells Fargo & C...
79.38
+1.91% 362.59K -4.91% 26.03M 42.99 0.08% Share
95 DIS The Walt Disney...
116.33
-0.27% 255.66K -4.72% 25.23M 102.72 0.07% Share
96 SYK Stryker Corpora...
378.47
-0.13% 67.27K -1.46% 25.1M 142.18 0.07% Share
97 VHT Vanguard Health...
248.84
+0.49% 92.06K 0.00% 24.37M 237.17 0.07% Share
98 VYM Vanguard High D...
137.35
-0.17% 181.94K -0.02% 23.46M 83.28 0.07% Share
99 AWK American Water ...
143.38
-0.24% 158.59K -7.18% 23.4M 40.25 0.07% Share
100 NEE NextEra Energy,...
72.22
-0.1% 328.9K -82.63% 23.32M 68.09 0.07% Share
101 INTC Intel Corporati...
23.86
+7.38% 1.01M -30.07% 22.99M 20.46 0.07% Share
102 XOM Exxon Mobil Cor...
107.38
-0.21% 186.37K -6.83% 22.16M 87.2 0.06% Share
103 PEP PepsiCo, Inc.
148.62
-0.49% 144.72K +27.01% 21.7M 114.09 0.06% Share
104 MS Morgan Stanley
148.51
+0.51% 185.65K +277.77% 21.66M 108.87 0.06% Share
105 HHH Howard Hughes H...
73.48
-1.44% 267.98K +8.36% 19.85M 70.7 0.06% Share
106 UBER Uber Technologi...
91.40
+0.63% 270.7K +3.34K% 19.72M 72.33 0.06% Share
107 DEI Douglas Emmett,...
14.72
-1.51% 1.2M +4.03% 19.49M 17.96 0.06% Share
108 BX Blackstone Inc.
174.53
-1.17% 137.09K +301.67% 19.16M 124.55 0.06% Share
109 SOXX iShares Semicon...
254.14
+0.10% 101.38K +1.59% 19.08M 228.41 0.06% Share
110 AXS AXIS Capital Ho...
97.29
-0.84% 188.06K -2.23% 18.93M 46.24 0.06% Share
111 BSX Boston Scientif...
104.16
+1.62% 187.27K -1.34% 18.89M 33.25 0.06% Share
112 ADP Automatic Data ...
301.52
-1.12% 60.27K -4.16% 18.51M 172.53 0.05% Share
113 COST Costco Wholesal...
975.42
-0.35% 18.88K +3.12% 17.86M 290.8 0.05% Share
114 RPM RPM Internation...
124.09
-1.16% 154.15K -1.39% 17.83M 59.6 0.05% Share
115 IAC IAC InterActive...
35.13
-1.38% 378.79K -3.08% 17.4M 130.99 0.05% Share
116 ARIS Aris Water Solu...
24.00
+0.04% 540.37K +100.00% 17.31M 32.04 0.05% Share
117 SPY SPDR S&P 500 ET...
644.93
+0.01% 30.84K -2.98% 17.31M 257.79 0.05% Share
118 MLM Martin Marietta...
612.14
-1.28% 35.59K +2.83% 17.02M 224.52 0.05% Share
119 RRC Range Resources...
34.24
-0.41% 413.57K -2.04% 16.51M 28.14 0.05% Share
120 MRK Merck & Co., In...
82.74
+0.04% 176.73K -8.61% 16.01M 57.77 0.05% Share
121 NOBL ProShares S&P 5...
104.33
-0.96% 153.46K 0.00% 15.75M 95.23 0.05% Share
122 GTES Gates Industria...
24.51
-3.24% 855.19K -18.07% 15.74M 13.18 0.05% Share
123 VB Vanguard Small ...
246.81
-1.26% 68.21K +13.77% 15.13M 201.87 0.04% Share
124 COP ConocoPhillips
95.63
-0.26% 136.58K -2.6% 14.34M 67.03 0.04% Share
125 EPD Enterprise Prod...
31.93
+0.57% 405.15K +100.00% 13.83M 34.14 0.04% Share
126 NVGS Navigator Holdi...
15.58
-1.2% 1.01M -2.27% 13.51M 11.67 0.04% Share
127 MA Mastercard Inco...
583.65
+0.99% 24.2K -0.3% 13.26M 315.3 0.04% Share
128 BXP Boston Properti...
65.25
-0.38% 187.09K +42.85% 12.75M 70.52 0.04% Share
129 CMC Commercial Meta...
57.13
-2.11% 272.43K -3.18% 12.58M 19.69 0.04% Share
130 MSI Motorola Soluti...
461.76
-1.79% 28.65K -1.75% 12.57M 95.26 0.04% Share
131 WMT Walmart Inc.
100.84
-0.15% 142.73K -1.83% 12.56M 37.27 0.04% Share
132 KMX CarMax, Inc.
58.13
-0.84% 157.98K -0.72% 12.31M 77.68 0.04% Share
133 HD The Home Depot,...
400.32
-1.68% 33.58K -6.22% 12.31M 147.05 0.04% Share
134 APH Amphenol Corpor...
110.75
+0.84% 186.52K +766.24% 12.26M 60.76 0.04% Share
135 AMAL Amalgamated Fin...
29.46
-0.89% 423.68K -6.24% 12.18M 18.28 0.04% Share
136 CCK Crown Holdings,...
101.07
-1.71% 130.31K +100.00% 11.66M 89.26 0.03% Share
137 JEF Jefferies Finan...
61.73
-2% 216.96K -0.2% 11.62M 20.34 0.03% Share
138 VEA Vanguard Develo...
58.60
-0.18% 225.23K +9.16% 11.45M 45.66 0.03% Share
139 AON Aon plc
366.34
-1.23% 28.58K -1.35% 11.41M 274.97 0.03% Share
140 NTR Nutrien Ltd.
56.90
+0.04% 225.93K -5.3% 11.34M 47.41 0.03% Share
141 TRV The Travelers C...
268.64
-0.25% 41.69K -0.06% 11.02M 228.16 0.03% Share
142 MSEX Middlesex Water...
53.04
-1.83% 169.79K -4.71% 10.88M 36.17 0.03% Share
143 CBZ CBIZ, Inc.
62.58
-3.77% 143.31K -1.56% 10.87M 8.38 0.03% Share
144 VBTX Veritex Holding...
32.41
+0.37% 430.18K +0.75% 10.74M 24.14 0.03% Share
145 BEP Brookfield Rene...
24.32
-1.98% 481.98K -7.22% 10.68M 17.18 0.03% Share
146 AJG Arthur J. Galla...
293.43
-0.57% 30.93K -2.58% 10.68M 178.62 0.03% Share
147 ABT Abbott Laborato...
129.32
-0.06% 79.2K -1.88% 10.51M 112.93 0.03% Share
148 GRBK Green Brick Par...
70.31
-0.92% 178.14K -1.42% 10.39M 28.63 0.03% Share
149 VIOV Vanguard S&P Sm...
91.69
-1.16% 123.42K -0.84% 10.36M 75.6 0.03% Share
150 L Loews Corporati...
95.57
+0.17% 110.07K -3.57% 10.12M 44.68 0.03% Share