Filer Name: FIRST MANHATTAN CO. LLC.
CIK: 728083
Period: 2024-12-31
Filed At: 2025-02-14
Number of Holdings: 680
Portfolio Value: $34.09B

First Manhattan Co. Llc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
BRK/A US BERKSHIRE HATHAWAY INC-CL A 14,801 $10,084M 29.58% 0.8% -
MSFT US MICROSOFT CORP 4,431,634 $1,874M 5.50% -1.0% -
AAPL US APPLE INC 6,533,184 $1,638M 4.80% -2.1% -
KKR US KKR & CO INC 8,392,141 $1,248M 3.66% -3.5% -
GOOG US ALPHABET INC-CL C 5,403,304 $1,032M 3.03% -0.3% -
BN US BROOKFIELD CORP 16,907,751 $973M 2.85% -1.3% -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 1,906,454 $869M 2.55% -2.0% -
ORCL US ORACLE CORP 5,101,222 $855M 2.51% -2.7% -
AZO US AUTOZONE INC 258,324 $829M 2.43% -0.2% -
UNH US UNITEDHEALTH GROUP INC 1,522,998 $771M 2.26% -2.2% -
AVGO US BROADCOM INC 2,309,118 $540M 1.58% -1.0% -
CRM US SALESFORCE INC 1,558,586 $528M 1.55% 1.0% -
AMAT US APPLIED MATERIALS INC 2,863,881 $467M 1.37% 9.7% -
TMO US THERMO FISHER SCIENTIFIC INC 891,321 $464M 1.36% 0.6% -
DHR US DANAHER CORP 1,904,106 $438M 1.28% -1.2% -
TTWO US TAKE-TWO INTERACTIVE SOFTWRE 2,250,602 $418M 1.23% 5.4% -
V US VISA INC-CLASS A SHARES 1,253,658 $399M 1.17% 0.5% -
TPL US TEXAS PACIFIC LAND CORP 338,032 $374M 1.10% 0.0% -
GOOGL US ALPHABET INC-CL A 1,948,857 $370M 1.09% 0.4% -
LOW US LOWE'S COS INC 1,399,457 $350M 1.03% 0.4% -
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