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

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...
739455.20
-0.09% 14.25K -3.7% 11.38B 290541.3 33.20% Share
2 MSFT Microsoft Corpo...
498.41
+0.04% 4.48M +1.03% 1.68B 41.83 4.90% Share
3 AAPL Apple Inc.
234.35
-1.48% 6.29M -3.7% 1.4B 20.7 4.08% Share
4 BRK-B Berkshire Hatha...
492.72
-0.21% 1.93M +1.39% 1.03B 128.79 3.00% Share
5 AZO AutoZone, Inc.
4292.16
+1.16% 256.41K -0.74% 977.64M 933.52 2.85% Share
6 KKR KKR & Co. Inc.
137.39
-0.94% 8.34M -0.59% 964.46M 35.44 2.81% Share
7 BN Brookfield Corp...
66.19
-0.64% 16.73M -1.04% 875.7M 31.54 2.55% Share
8 GOOG Alphabet Inc.
239.94
+2.47% 5.36M -0.75% 837.79M 56.52 2.44% Share
9 ORCL Oracle Corporat...
241.58
+1.30% 4.91M -3.78% 686.22M 56.28 2.00% Share
10 UNH UnitedHealth Gr...
348.18
+8.72% 1.15M -24.79% 599.95M 308.36 1.75% Share
11 TTWO Take-Two Intera...
247.86
-0.37% 2.4M +6.54% 496.92M 155.8 1.45% Share
12 TMO Thermo Fisher S...
482.51
-1.05% 948.56K +6.42% 472.36M 350.66 1.38% Share
13 ASML ASML Holding N....
805.13
+1.12% 708.06K +60.96% 469.18M 644.09 1.37% Share
14 V Visa Inc.
343.99
+0.49% 1.3M +3.64% 455.34M 198.73 1.33% Share
15 AMAT Applied Materia...
163.50
+0.89% 3.09M +7.85% 448.22M 201.94 1.31% Share
16 TPL Texas Pacific L...
900.93
-1.28% 337.92K -0.03% 447.74M 529.81 1.31% Share
17 CRM Salesforce, Inc...
252.03
-0.1% 1.54M -1.13% 413.55M 266.28 1.21% Share
18 DHR Danaher Corpora...
194.28
-2.19% 1.93M +1.54% 396.93M 61.15 1.16% Share
19 AVGO Broadcom Inc.
336.67
-2.6% 2.29M -0.81% 383.5M 99.03 1.12% Share
20 LOW Lowe's Companie...
269.10
-1.44% 1.41M +0.60% 328.36M 185.55 0.96% Share
21 HON Honeywell Inter...
214.20
-0.26% 1.51M +9.09% 320.25M 105.87 0.93% Share
22 SPGI S&P Global Inc.
547.52
+0.30% 608.08K -3.46% 308.97M 312.99 0.90% Share
23 LIN Linde plc
473.44
-0.25% 651.88K +7.24% 303.54M 363.01 0.89% Share
24 GOOGL Alphabet Inc.
239.63
+2.39% 1.93M -0.89% 298.69M 58.29 0.87% Share
25 PM Philip Morris I...
164.72
+1.23% 1.87M -0.24% 298.55M 86.28 0.87% Share
26 AMZN Amazon.com, Inc...
238.24
+1.02% 1.34M +4.43% 254.95M 154.03 0.74% Share
27 ORLY O'Reilly Automo...
106.92
+0.49% 175.34K -7.71% 251.19M 410.55 0.73% Share
28 VOO Vanguard S&P 50...
597.87
+0.23% 459.99K -5.7% 236.39M 406.34 0.69% Share
29 CPRT Copart, Inc.
48.07
-1.39% 3.91M +0.27% 221.4M 33.14 0.65% Share
30 LB LandBridge Comp...
50.93
-0.57% 2.8M +3.12% 201.3M 33.86 0.59% Share
31 NVDA NVIDIA Corporat...
170.76
+1.46% 1.83M +11.38% 198.83M 100.4 0.58% Share
32 ICE Intercontinenta...
173.47
-0.24% 1.15M +0.62% 198.72M 89.54 0.58% Share
33 ACN Accenture plc
251.94
-1.42% 627.94K -6.75% 195.94M 94.2 0.57% Share
34 MCD McDonald's Corp...
312.44
-0.12% 620.74K -5.16% 193.9M 182.26 0.57% Share
35 MDLZ Mondelez Intern...
62.57
+1.02% 2.4M +0.56% 163.75M 44.62 0.48% Share
36 ALLY Ally Financial ...
41.41
+0.17% 4.26M +0.76% 155.32M 25.04 0.45% Share
37 AXP American Expres...
324.29
-0.34% 518.84K -4.04% 139.59M 78.27 0.41% Share
38 JNJ Johnson & Johns...
176.97
-0.65% 788.79K -8.07% 130.81M 90.63 0.38% Share
39 MAR Marriott Intern...
264.00
-1.52% 549.09K -0.19% 130.79M 90.62 0.38% Share
40 ABBV AbbVie Inc.
210.41
+0.30% 618.26K +1.87% 129.54M 110.83 0.38% Share
41 CMCSA Comcast Corpora...
33.67
-0.97% 3.5M -11.1% 129.32M 32.16 0.38% Share
42 UNP Union Pacific C...
216.04
-0.56% 498.43K +30.80% 117.75M 225.19 0.34% Share
43 MTCH Match Group, In...
38.21
-1.44% 3.47M +0.19% 108.37M 52.51 0.32% Share
44 FTV Fortive Corpora...
47.71
-0.55% 1.37M -1.59% 100.18M 61.22 0.29% Share
45 KNSL Kinsale Capital...
441.61
-2.27% 201.27K +401.43% 97.96M 482.41 0.29% Share
46 SCI Service Corpora...
79.45
+0.61% 1.21M -0.94% 96.71M 39.43 0.28% Share
47 COF Capital One Fin...
222.38
+1.04% 518.72K -4.28% 93.01M 72.3 0.27% Share
48 FMCX FMC Excelsior F...
34.31
0.00% 3.05M +0.42% 90.9M 22.29 0.27% Share
49 NSRGY Nestlé S.A.
92.28
-1.84% 892.48K -26.66% 90.29M 111.59 0.26% Share
50 NICE NICE Ltd.
143.35
+0.28% 582.56K +19.25% 89.81M 176.85 0.26% Share
51 RSP Invesco S&P 500...
187.73
-0.3% 502.61K +2.73% 87.07M 154.41 0.25% Share
52 BALL Ball Corporatio...
50.41
-1.08% 1.65M +38.23% 86.09M 55.86 0.25% Share
53 KEYS Keysight Techno...
169.15
-0.08% 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.
210.98
-0.36% 380.78K -3.37% 79.87M 150.43 0.23% Share
56 COR Cencora, Inc.
298.59
+0.25% 276.48K +4.02% 76.89M 111.01 0.22% Share
57 JPM JPMorgan Chase ...
297.80
+1.67% 302.3K +31.42% 74.15M 130.53 0.22% Share
58 META Meta Platforms,...
765.70
+1.78% 121.34K +16.19% 69.94M 463.89 0.20% Share
59 GEV GE Vernova Inc.
605.79
+0.93% 228.28K +573.94% 69.69M 284.84 0.20% Share
60 KO The Coca-Cola C...
67.90
+0.70% 951.46K +8.14% 68.62M 47.59 0.20% Share
61 VRT Vertiv Holdings...
125.56
+3.07% 918.02K +131.67% 66.28M 83.59 0.19% Share
62 BAM Brookfield Asse...
56.14
-1.35% 1.21M -2.17% 58.67M 28.9 0.17% Share
63 BIP Brookfield Infr...
30.55
-1.71% 1.94M -4.92% 57.65M 17.51 0.17% Share
64 NKE NIKE, Inc.
73.58
-0.77% 849.45K +22.65% 54.23M 93.28 0.16% Share
65 USB U.S. Bancorp
49.36
+1.46% 1.16M -2.58% 49.63M 38.83 0.14% Share
66 VLTO Veralto Corpora...
105.02
-1.76% 507.46K -4.92% 49.5M 85.44 0.14% Share
67 AMT American Tower ...
194.57
+0.48% 219.51K +4.40% 47.77M 213.88 0.14% Share
68 MKL Markel Corporat...
1930.46
+0.06% 25.37K -48.27% 47.43M 1467.5 0.14% Share
69 CB Chubb Limited
277.00
-0.17% 155.36K +23.93% 47.05M 223.09 0.14% Share
70 LLY Eli Lilly and C...
750.59
+1.62% 55.82K -4.09% 46.1M 211.92 0.13% Share
71 MCO Moody's Corpora...
507.77
+0.03% 95.18K -3.63% 44.32M 73.13 0.13% Share
72 SBUX Starbucks Corpo...
83.81
-0.43% 446.29K +33.11% 43.78M 91.57 0.13% Share
73 CNQ Canadian Natura...
30.89
+2.00% 1.4M -1.73% 43.54M 13.55 0.13% Share
74 PG The Procter & G...
159.46
+0.28% 245.87K -2.74% 41.9M 79.61 0.12% Share
75 IQV IQVIA Holdings ...
189.67
+1.06% 233.41K +13.55% 41.15M 165.05 0.12% Share
76 INGR Ingredion Incor...
127.09
-0.79% 295.56K -0.7% 39.96M 68.46 0.12% Share
77 BL BlackLine, Inc.
54.59
+0.29% 815.98K +408.68% 39.51M 50.85 0.12% Share
78 GE GE Aerospace
276.25
+0.07% 186.58K -2.4% 37.4M 154.58 0.11% Share
79 ENB Enbridge Inc.
48.33
+0.01% 842.07K -6.24% 37.27M 32.42 0.11% Share
80 SCHW The Charles Sch...
93.67
+0.23% 461.4K -0.09% 36.12M 55.66 0.11% Share
81 HLT Hilton Worldwid...
274.96
-1.02% 151.91K -4.3% 34.57M 98.88 0.10% Share
82 TMC TMC the metals ...
5.20
-0.38% 18.59M -0.74% 31.97M 1.06 0.09% Share
83 AMGN Amgen Inc.
279.97
-0.08% 98.34K -3.36% 30.64M 169.95 0.09% Share
84 CHTR Charter Communi...
263.35
-0.2% 82.11K -10.58% 30.26M 371.26 0.09% Share
85 VIG Vanguard Divide...
212.57
-0.07% 149.27K +0.01% 28.96M 157.55 0.08% Share
86 CNC Centene Corpora...
31.11
+7.85% 474.88K +100.00% 28.83M 60.71 0.08% Share
87 DEO Diageo plc
104.97
-1.34% 270.8K +11.82% 28.79M 150.38 0.08% Share
88 SNA Snap-on Incorpo...
322.61
-1.33% 85.39K -0.34% 28.78M 91.71 0.08% Share
89 VO Vanguard Mid Ca...
289.83
-0.05% 110.13K +0.65% 28.48M 210.94 0.08% Share
90 BA The Boeing Comp...
229.55
-0.61% 165.88K -3.59% 28.29M 190.35 0.08% Share
91 BUD Anheuser-Busch ...
59.31
-0.2% 437.08K +23.25% 26.91M 64.41 0.08% Share
92 IBM International B...
259.08
+1.17% 107.46K -2.68% 26.72M 175.56 0.08% Share
93 GGG Graco Inc.
84.79
-1.35% 318.73K -1.54% 26.62M 33.38 0.08% Share
94 WFC Wells Fargo & C...
80.72
+2.00% 362.59K -4.91% 26.03M 42.99 0.08% Share
95 DIS The Walt Disney...
117.38
-1.23% 255.66K -4.72% 25.23M 102.72 0.07% Share
96 SYK Stryker Corpora...
392.80
-0.08% 67.27K -1.46% 25.1M 142.18 0.07% Share
97 VHT Vanguard Health...
258.22
+0.58% 92.06K 0.00% 24.37M 237.17 0.07% Share
98 VYM Vanguard High D...
139.61
-0.03% 181.94K -0.02% 23.46M 83.28 0.07% Share
99 AWK American Water ...
140.09
+0.05% 158.59K -7.18% 23.4M 40.25 0.07% Share
100 NEE NextEra Energy,...
70.08
+0.44% 328.9K -82.63% 23.32M 68.09 0.07% Share
101 INTC Intel Corporati...
24.44
-0.16% 1.01M -30.07% 22.99M 20.46 0.07% Share
102 XOM Exxon Mobil Cor...
110.67
+0.75% 186.37K -6.83% 22.16M 87.2 0.06% Share
103 PEP PepsiCo, Inc.
143.10
+0.98% 144.72K +27.01% 21.7M 114.09 0.06% Share
104 MS Morgan Stanley
152.21
+2.30% 185.65K +277.77% 21.66M 108.87 0.06% Share
105 HHH Howard Hughes H...
78.06
-1.13% 267.98K +8.36% 19.85M 70.7 0.06% Share
106 UBER Uber Technologi...
95.44
+1.14% 270.7K +3.34K% 19.72M 72.33 0.06% Share
107 DEI Douglas Emmett,...
16.10
-2.72% 1.2M +4.03% 19.49M 17.96 0.06% Share
108 BX Blackstone Inc.
173.16
-0.08% 137.09K +301.67% 19.16M 124.55 0.06% Share
109 SOXX iShares Semicon...
249.06
+0.08% 101.38K +1.59% 19.08M 228.41 0.06% Share
110 AXS AXIS Capital Ho...
97.01
-1.1% 188.06K -2.23% 18.93M 46.24 0.06% Share
111 BSX Boston Scientif...
108.10
-0.04% 187.27K -1.34% 18.89M 33.25 0.06% Share
112 ADP Automatic Data ...
297.24
-0.4% 60.27K -4.16% 18.51M 172.53 0.05% Share
113 COST Costco Wholesal...
979.25
+0.76% 18.88K +3.12% 17.86M 290.8 0.05% Share
114 RPM RPM Internation...
125.58
-1.96% 154.15K -1.39% 17.83M 59.6 0.05% Share
115 IAC IAC InterActive...
35.97
-1.43% 378.79K -3.08% 17.4M 130.99 0.05% Share
116 ARIS Aris Water Solu...
23.80
+0.04% 540.37K +100.00% 17.31M 32.04 0.05% Share
117 SPY SPDR S&P 500 ET...
650.36
+0.24% 30.84K -2.98% 17.31M 257.79 0.05% Share
118 MLM Martin Marietta...
613.83
-2.11% 35.59K +2.83% 17.02M 224.52 0.05% Share
119 RRC Range Resources...
34.30
+0.70% 413.57K -2.04% 16.51M 28.14 0.05% Share
120 MRK Merck & Co., In...
84.61
+0.62% 176.73K -8.61% 16.01M 57.77 0.05% Share
121 NOBL ProShares S&P 5...
103.77
-0.57% 153.46K 0.00% 15.75M 95.23 0.05% Share
122 GTES Gates Industria...
25.16
-1.51% 855.19K -18.07% 15.74M 13.18 0.05% Share
123 VB Vanguard Small ...
253.96
-0.76% 68.21K +13.77% 15.13M 201.87 0.04% Share
124 COP ConocoPhillips
91.88
+0.53% 136.58K -2.6% 14.34M 67.03 0.04% Share
125 EPD Enterprise Prod...
31.57
+0.32% 405.15K +100.00% 13.83M 34.14 0.04% Share
126 NVGS Navigator Holdi...
16.49
-0.96% 1.01M -2.27% 13.51M 11.67 0.04% Share
127 MA Mastercard Inco...
583.89
-0.46% 24.2K -0.3% 13.26M 315.3 0.04% Share
128 BXP BXP, Inc.
72.38
-4.5% 187.09K +42.85% 12.75M 70.52 0.04% Share
129 CMC Commercial Meta...
58.39
-2.34% 272.43K -3.18% 12.58M 19.69 0.04% Share
130 MSI Motorola Soluti...
477.88
-0.1% 28.65K -1.75% 12.57M 95.26 0.04% Share
131 WMT Walmart Inc.
102.30
+0.02% 142.73K -1.83% 12.56M 37.27 0.04% Share
132 KMX CarMax, Inc.
61.39
+0.02% 157.98K -0.72% 12.31M 77.68 0.04% Share
133 HD The Home Depot,...
415.33
-1.1% 33.58K -6.22% 12.31M 147.05 0.04% Share
134 APH Amphenol Corpor...
116.79
+5.65% 186.52K +766.24% 12.26M 60.76 0.04% Share
135 AMAL Amalgamated Fin...
28.75
-0.62% 423.68K -6.24% 12.18M 18.28 0.04% Share
136 CCK Crown Holdings,...
94.55
+0.52% 130.31K +100.00% 11.66M 89.26 0.03% Share
137 JEF Jefferies Finan...
64.30
+0.12% 216.96K -0.2% 11.62M 20.34 0.03% Share
138 VEA Vanguard Develo...
59.37
-0.28% 225.23K +9.16% 11.45M 45.66 0.03% Share
139 AON Aon plc
366.63
-0.91% 28.58K -1.35% 11.41M 274.97 0.03% Share
140 NTR Nutrien Ltd.
56.46
-1.5% 225.93K -5.3% 11.34M 47.41 0.03% Share
141 TRV The Travelers C...
273.60
-0.32% 41.69K -0.06% 11.02M 228.16 0.03% Share
142 MSEX Middlesex Water...
53.09
-0.02% 169.79K -4.71% 10.88M 36.17 0.03% Share
143 CBZ CBIZ, Inc.
57.65
-0.47% 143.31K -1.56% 10.87M 8.38 0.03% Share
144 VBTX Veritex Holding...
34.20
-0.55% 430.18K +0.75% 10.74M 24.14 0.03% Share
145 BEP Brookfield Rene...
25.20
+0.72% 481.98K -7.22% 10.68M 17.18 0.03% Share
146 AJG Arthur J. Galla...
298.52
-0.2% 30.93K -2.58% 10.68M 178.62 0.03% Share
147 ABT Abbott Laborato...
131.95
-0.19% 79.2K -1.88% 10.51M 112.93 0.03% Share
148 GRBK Green Brick Par...
73.78
-1.39% 178.14K -1.42% 10.39M 28.63 0.03% Share
149 VIOV Vanguard S&P Sm...
94.56
-1.07% 123.42K -0.84% 10.36M 75.6 0.03% Share
150 L Loews Corporati...
95.94
-0.08% 110.07K -3.57% 10.12M 44.68 0.03% Share