# FIRST MANHATTAN CO. LLC.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 728083. Source: https://holderbook.com/funds/728083-first-manhattan-co-llc/

- Reported value: $39.2B
- Positions: 742
- Weight of the ten largest: 52.6%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $10.3B | 13,803 | 26.3% | 31 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $1.6B | 4,345,361 | 4.1% | 31 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $1.4B | 718,408 | 3.6% | 23 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $1.4B | 4,935,720 | 3.6% | 31 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $1.4B | 3,931,213 | 3.5% | 31 |
| BROOKFIELD CORP | [BN](https://holderbook.com/stocks/BN/) | $964.4M | 22,611,066 | 2.5% | 15 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $896.8M | 1,240,454 | 2.3% | 31 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $889.6M | 1,777,769 | 2.3% | 31 |
| KKR & CO INC | [KKR](https://holderbook.com/stocks/KKR/) | $864.2M | 9,416,070 | 2.2% | 30 |
| AUTOZONE INC | [AZO](https://holderbook.com/stocks/AZO/) | $837.8M | 262,141 | 2.1% | 31 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $812.3M | 2,150,271 | 2.1% | 30 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $777.6M | 3,262,397 | 2.0% | 31 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $647.7M | 4,638,876 | 1.7% | 31 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $577.3M | 1,682,548 | 1.5% | 31 |
| LANDBRIDGE COMPANY LLC | [LB](https://holderbook.com/stocks/LB/) | $561.2M | 7,082,845 | 1.4% | 9 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $552.9M | 3,772,494 | 1.4% | 31 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $528.6M | 1,479,067 | 1.3% | 31 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $506.6M | 2,531,922 | 1.3% | 31 |
| TEXAS PACIFIC LAND CORPORATI | [TPL](https://holderbook.com/stocks/TPL/) | $466.0M | 1,064,741 | 1.2% | 22 |
| DANAHER CORP DEL | [DHR](https://holderbook.com/stocks/DHR/) | $429.1M | 2,248,424 | 1.1% | 31 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $422.4M | 841,894 | 1.1% | 31 |
| S&P GLOBAL INC | [SPGI](https://holderbook.com/stocks/SPGI/) | $421.0M | 1,033,680 | 1.1% | 31 |
| HONEYWELL INTL INC | [HON](https://holderbook.com/stocks/HON/) | $416.0M | 1,858,036 | 1.1% | 1 |
| HONEYWELL AEROSPACE INC | [HONA](https://holderbook.com/stocks/HONA/) | $414.7M | 1,875,740 | 1.1% | 1 |
| SYNOPSYS INC | [SNPS](https://holderbook.com/stocks/SNPS/) | $383.2M | 859,147 | 1.0% | 26 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $360.5M | 867,432 | 0.9% | 31 |
| LINDE PLC | [LIN](https://holderbook.com/stocks/LIN/) | $352.0M | 678,305 | 0.9% | 14 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $322.2M | 1,769,286 | 0.8% | 31 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $318.0M | 270,578 | 0.8% | 9 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $295.4M | 430,074 | 0.8% | 31 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $290.4M | 1,317,185 | 0.7% | 31 |
| SALESFORCE INC | [CRM](https://holderbook.com/stocks/CRM/) | $273.4M | 1,740,423 | 0.7% | 31 |
| TAKE-TWO INTERACTIVE SOFTWAR | [TTWO](https://holderbook.com/stocks/TTWO/) | $253.9M | 1,015,618 | 0.6% | 12 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $248.5M | 3,443,141 | 0.6% | 26 |
| ALLY FINL INC | [ALLY](https://holderbook.com/stocks/ALLY/) | $205.8M | 4,479,185 | 0.5% | 31 |
| OREILLY AUTOMOTIVE INC | [ORLY](https://holderbook.com/stocks/ORLY/) | $203.8M | 2,213,280 | 0.5% | 31 |
| MARRIOTT INTL INC NEW | [MAR](https://holderbook.com/stocks/MAR/) | $195.8M | 528,442 | 0.5% | 31 |
| BOOKING HOLDINGS INC | [BKNG](https://holderbook.com/stocks/BKNG/) | $194.1M | 1,089,139 | 0.5% | 31 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $179.0M | 704,715 | 0.5% | 31 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $176.0M | 647,042 | 0.4% | 31 |
| CARLISLE COS INC | [CSL](https://holderbook.com/stocks/CSL/) | $170.2M | 469,174 | 0.4% | 3 |
| AMRIZE LTD | [AMRZ](https://holderbook.com/stocks/AMRZ/) | $167.6M | 3,144,788 | 0.4% | 5 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $153.4M | 453,549 | 0.4% | 31 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $149.7M | 594,732 | 0.4% | 29 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $144.2M | 385,836 | 0.4% | 20 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $140.4M | 519,232 | 0.4% | 31 |
| MATCH GROUP INC NEW | [MTCH](https://holderbook.com/stocks/MTCH/) | $139.6M | 3,668,235 | 0.4% | 24 |
| VERTIV HOLDINGS CO | [VRT](https://holderbook.com/stocks/VRT/) | $129.0M | 385,343 | 0.3% | 10 |
| BALL CORP | [BALL](https://holderbook.com/stocks/BALL/) | $127.5M | 2,043,868 | 0.3% | 19 |
| ASSURANT INC | [AIZ](https://holderbook.com/stocks/AIZ/) | $108.9M | 405,627 | 0.3% | 31 |
| CAPITAL ONE FINL CORP | [COF](https://holderbook.com/stocks/COF/) | $107.7M | 536,652 | 0.3% | 31 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $99.1M | 175,882 | 0.3% | 31 |
| NORTHERN LTS FD TR IV | [FMCX](https://holderbook.com/stocks/FMCX/) | $97.7M | 2,619,156 | 0.2% | 17 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $96.3M | 294,172 | 0.2% | 31 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $95.1M | 447,053 | 0.2% | 30 |
| ACCENTURE PLC IRELAND | [ACN](https://holderbook.com/stocks/ACN/) | $94.2M | 756,729 | 0.2% | 31 |
| INTERCONTINENTAL EXCHANGE IN | [ICE](https://holderbook.com/stocks/ICE/) | $89.7M | 728,686 | 0.2% | 31 |
| SERVICE CORP INTL | [SCI](https://holderbook.com/stocks/SCI/) | $87.9M | 1,157,795 | 0.2% | 31 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $87.2M | 72,685 | 0.2% | 31 |
| QXO INC | [QXO](https://holderbook.com/stocks/QXO/) | $84.1M | 4,868,271 | 0.2% | 8 |
| WOLFSPEED INC | [WOLF](https://holderbook.com/stocks/WOLF/) | $79.4M | 1,644,966 | 0.2% | 1 |
| WORKDAY INC | [WDAY](https://holderbook.com/stocks/WDAY/) | $78.3M | 639,339 | 0.2% | 1 |
| CSW INDUSTRIALS INC | [CSW](https://holderbook.com/stocks/CSW/) | $75.2M | 270,170 | 0.2% | 31 |
| VERALTO CORP | [VLTO](https://holderbook.com/stocks/VLTO/) | $73.0M | 821,834 | 0.2% | 11 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $72.7M | 888,365 | 0.2% | 31 |
| BOSTON SCIENTIFIC CORP | [BSX](https://holderbook.com/stocks/BSX/) | $72.4M | 1,697,334 | 0.2% | 30 |
| POOL CORP | [POOL](https://holderbook.com/stocks/POOL/) | $69.4M | 323,110 | 0.2% | 5 |
| EAGLEROCK LD LLC | - | $69.2M | 3,256,970 | 0.2% | 1 |
| CENCORA INC | [COR](https://holderbook.com/stocks/COR/) | $68.1M | 240,747 | 0.2% | 31 |
| TMC THE METALS COMPANY INC | [TMC](https://holderbook.com/stocks/TMC/) | $67.8M | 15,315,924 | 0.2% | 16 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $67.8M | 90,479 | 0.2% | 31 |
| BLACKLINE INC | [BL](https://holderbook.com/stocks/BL/) | $67.5M | 2,403,510 | 0.2% | 7 |
| BROOKFIELD INFRASTRUCTURE PA | [BIP](https://holderbook.com/stocks/BIP/) | $65.6M | 1,797,215 | 0.2% | 31 |
| CHUBB LIMITED | [CB](https://holderbook.com/stocks/CB/) | $65.1M | 190,921 | 0.2% | 31 |
| KINSALE CAP GROUP INC | [KNSL](https://holderbook.com/stocks/KNSL/) | $62.1M | 188,375 | 0.2% | 7 |
| KEYSIGHT TECHNOLOGIES INC | [KEYS](https://holderbook.com/stocks/KEYS/) | $61.4M | 175,497 | 0.2% | 31 |
| IQVIA HLDGS INC | [IQV](https://holderbook.com/stocks/IQV/) | $60.4M | 312,542 | 0.2% | 31 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $56.3M | 698,320 | 0.1% | 31 |
| ISHARES TR | [SOXX](https://holderbook.com/stocks/SOXX/) | $54.7M | 85,294 | 0.1% | 12 |
| NESTLE SA ADR | [NSRGY](https://holderbook.com/stocks/NSRGY/) | $54.2M | 528,186 | 0.1% | 22 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $50.1M | 97,516 | 0.1% | 31 |
| BROOKFIELD ASSET MANAGMT LTD | [BAM](https://holderbook.com/stocks/BAM/) | $47.9M | 1,069,167 | 0.1% | 15 |
| CANADIAN NAT RES LTD MED TER | [CNQ](https://holderbook.com/stocks/CNQ/) | $44.9M | 1,124,614 | 0.1% | 31 |
| HILTON WORLDWIDE HLDGS INC | [HLT](https://holderbook.com/stocks/HLT/) | $44.9M | 135,896 | 0.1% | 31 |
| MORGAN STANLEY | [MS](https://holderbook.com/stocks/MS/) | $44.1M | 211,022 | 0.1% | 31 |
| MONDELEZ INTL INC | [MDLZ](https://holderbook.com/stocks/MDLZ/) | $43.2M | 740,231 | 0.1% | 31 |
| SCHWAB CHARLES CORP | [SCHW](https://holderbook.com/stocks/SCHW/) | $42.3M | 458,665 | 0.1% | 31 |
| MOODYS CORP | [MCO](https://holderbook.com/stocks/MCO/) | $40.3M | 89,014 | 0.1% | 31 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $39.4M | 139,968 | 0.1% | 31 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $38.7M | 66,599 | 0.1% | 31 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $37.3M | 171,366 | 0.1% | 31 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $35.8M | 151,279 | 0.1% | 31 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $31.5M | 87,079 | 0.1% | 31 |
| COPART INC | [CPRT](https://holderbook.com/stocks/CPRT/) | $31.0M | 1,099,434 | 0.1% | 31 |
| SNAP ON INC | [SNA](https://holderbook.com/stocks/SNA/) | $30.6M | 76,036 | 0.1% | 31 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $30.1M | 364,317 | 0.1% | 31 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $30.1M | 99,194 | 0.1% | 31 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $29.8M | 203,054 | 0.1% | 31 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $29.4M | 39,352 | 0.1% | 31 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $29.1M | 184,342 | 0.1% | 31 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +10.3% | +14.8% | -4.6% | 100% |
| Q1 2026 | -5.8% | -4.6% | -1.1% | 100% |
| Q4 2025 | +0.6% | +2.4% | -1.8% | 100% |
| Q3 2025 | +6.2% | +7.8% | -1.6% | 100% |
| Q2 2025 | +2.6% | +10.5% | -7.9% | 99% |
| Q1 2025 | +2.3% | -4.6% | +6.8% | 99% |
| Q4 2024 | +0.5% | +2.1% | -1.6% | 99% |
| Q3 2024 | +9.8% | +5.4% | +4.4% | 99% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $39.2B | 742 |
| Q1 2026 | $36.1B | 753 |
| Q4 2025 | $38.1B | 729 |
| Q3 2025 | $37.9B | 714 |
| Q2 2025 | $35.4B | 698 |
| Q1 2025 | $34.3B | 678 |
| Q4 2024 | $34.1B | 680 |
| Q3 2024 | $33.7B | 682 |
| Q2 2024 | $31.2B | 669 |
| Q1 2024 | $30.9B | 1,411 |
| Q4 2023 | $28.8B | 1,437 |
| Q3 2023 | $27.1B | 1,488 |