FIRST MANHATTAN CO. LLC. Q1 2018 Filing
Filed April 20, 2018
Portfolio Value
$17.6B
Holdings
1,437
Report Date
Q1 2018
Filing Type
13F-HR
All Holdings (1,437 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | LBRDKLIBERTY BROADBAND CORP | 307,067 | $26.3B | 149.71% | |
| 102 | LYBLYONDELLBASELL INDUS | 248,890 | $26.3B | 149.65% | |
| 103 | MTXMINERALS TECHNOLOGS | 391,226 | $26.2B | 149.02% | |
| 104 | SNASNAP-ON INC | 177,440 | $26.2B | 148.95% | |
| 105 | MLMMARTIN MARIETTA MATL | 125,401 | $26.0B | 147.90% | |
| 106 | —DOWDUPONT INC | 407,482 | $26.0B | 147.70% | |
| 107 | —AGROFRESH SOLUTIONS | 3,423,835 | $25.2B | 143.18% | |
| 108 | JPMJPMORGAN CHASE & CO | 220,094 | $24.2B | 137.71% | |
| 109 | DFSEURDISCOVER FINL SVCS | 334,798 | $24.1B | 137.02% | |
| 110 | XPOXPO LOGISTICS INC | 235,550 | $24.0B | 136.44% | |
| 111 | GGGGRACO INC | 517,090 | $23.6B | 134.51% | |
| 112 | SKTTANGER FACTORY OUTLT | 1,071,002 | $23.6B | 134.06% | |
| 113 | ASNDASCENDIS PHARMA A S | 355,348 | $23.2B | 132.22% | |
| 114 | KMXCARMAX INC | 375,010 | $23.2B | 132.16% | |
| 115 | ORLYO'REILLY AUTOMOTIVE | 93,640 | $23.2B | 131.80% | |
| 116 | —PLATFORM SPECIALTY | 2,391,525 | $23.0B | 131.03% | |
| 117 | ANATUSDAMERICAN NATL INS CO | 196,625 | $23.0B | 130.85% | |
| 118 | TEVATEVA PHARMACEUTICAL | 1,329,330 | $22.7B | 129.26% | |
| 119 | MDTMEDTRONIC PLC | 281,371 | $22.6B | 128.42% | |
| 120 | —CAPITAL SR LIVING | 2,045,825 | $22.0B | 125.13% | |
| 121 | TELTE CONNECTIVITY | 219,423 | $21.9B | 124.72% | |
| 122 | NTRNUTRIEN LTD | 463,612 | $21.9B | 124.66% | |
| 123 | W3UWESTERN UNION | 1,076,886 | $20.7B | 117.82% | |
| 124 | CSCOCISCO SYSTEMS INC | 467,847 | $20.1B | 114.16% | |
| 125 | LOWLOWES CO | 224,323 | $19.7B | 112.00% | |
| 126 | AWCAMERICAN WTR WKS CO | 239,346 | $19.7B | 111.84% | |
| 127 | SFESSAFEGUARD SCIENTIFIC | 1,575,633 | $19.3B | 109.82% | |
| 128 | ABGAMERISOURCE-BERGEN | 222,720 | $19.2B | 109.24% | |
| 129 | BEPBROOKFIELD RENEWABLE | 612,722 | $19.0B | 108.32% | |
| 130 | TASTUSDCARROLS RESTAURANT | 1,688,248 | $18.9B | 107.58% | |
| 131 | ICEINTER CONTINENTAL EX | 250,958 | $18.2B | 103.55% | |
| 132 | HHC*HOWARD HUGHES | 129,239 | $18.0B | 102.31% | |
| 133 | RRCRANGE RESOURCES CORP | 1,179,440 | $17.1B | 97.57% | |
| 134 | AWGASBURY AUTOMOTIVE GR | 249,465 | $16.8B | 95.80% | |
| 135 | PEPPEPSICO INC | 152,022 | $16.6B | 94.41% | |
| 136 | BECNUSDBEACON ROOFING SUP | 307,808 | $16.3B | 92.94% | |
| 137 | VIABVIACOM INC | 519,874 | $16.1B | 91.87% | |
| 138 | NWENORTHWESTERN CORP | 297,147 | $16.0B | 90.96% | |
| 139 | PBVPRESTIGE BRANDS HLDG | 473,825 | $16.0B | 90.90% | |
| 140 | CELGCELGENE CORP | 177,934 | $15.9B | 90.31% | |
| 141 | HTOSJW GROUP | 299,955 | $15.8B | 89.95% | |
| 142 | TBPHTHERAVANCE BIOPHARMA | 640,355 | $15.5B | 88.35% | |
| 143 | GEGENERAL ELECTRIC CO | 1,135,443 | $15.3B | 87.08% | |
| 144 | ABBVABBVIE INC | 160,027 | $15.1B | 86.18% | |
| 145 | —GROUPE DANONE | 187,559 | $15.0B | 85.53% | |
| 146 | —NEW HOME COMPANY I | 1,333,766 | $14.8B | 84.08% | |
| 147 | KMBKIMBERLY CLARK CORP | 134,155 | $14.8B | 84.06% | |
| 148 | GRA1EURGRACE W R & CO DEL | 240,858 | $14.7B | 83.91% | |
| 149 | TAT&T INC | 411,670 | $14.7B | 83.50% | |
| 150 | STAYUSDEXTENDED STAY AMRC | 740,500 | $14.6B | 83.29% | |
| 151 | MTCHEURMATCH GROUP INC | 328,795 | $14.6B | 83.13% | |
| 152 | LM03LIBERTY SIRIUS GROUP | 355,072 | $14.6B | 83.03% | |
| 153 | CLCOLGATE PALMOLIVE CO | 201,658 | $14.5B | 82.24% | |
| 154 | LLOEWS CORP | 280,020 | $13.9B | 79.23% | |
| 155 | ABTABBOTT LABS | 230,507 | $13.8B | 78.58% | |
| 156 | —OBSEVA SA | 1,000,000 | $13.5B | 76.78% | |
| 157 | TRVTRAVELERS CO(THE) | 96,904 | $13.5B | 76.56% | |
| 158 | SPYSPDR | 51,135 | $13.5B | 76.56% | |
| 159 | SCHWSCHWAB CHARLES CORP | 256,559 | $13.4B | 76.22% | |
| 160 | —GREAT PLAINS ENERGY | 418,135 | $13.3B | 75.63% | |
| 161 | SRESEMPRA ENERGY | 119,033 | $13.2B | 75.32% | |
| 162 | PNCPNC FINL SVCS GRP | 87,127 | $13.2B | 74.97% | |
| 163 | CUCAAVIS BUDGET GROUP | 276,770 | $13.0B | 73.76% | |
| 164 | CDEVEURCENTENNIAL RESOURCE | 697,191 | $12.8B | 72.79% | |
| 165 | CMCCOMMERCIAL METALS CO | 624,407 | $12.8B | 72.69% | |
| 166 | —GLATFELTER | 614,133 | $12.6B | 71.74% | |
| 167 | —PACIFIC MERCANT BANC | 1,305,833 | $12.5B | 70.95% | |
| 168 | CSWCCAPITAL SOUTHWEST | 714,419 | $12.2B | 69.18% | |
| 169 | —FOREST CITY ENTPRSES | 587,996 | $11.9B | 67.78% | |
| 170 | MSEXMIDDLESEX WATER CO | 321,597 | $11.8B | 67.15% | |
| 171 | —AQUA AMERICA INC | 341,677 | $11.6B | 66.21% | |
| 172 | MRKMERCK & CO INC | 213,274 | $11.6B | 66.10% | |
| 173 | COTYCOTY INC | 625,117 | $11.4B | 65.08% | |
| 174 | CFGCITIZENS FINANCIAL | 271,442 | $11.4B | 64.83% | |
| 175 | —SINA CORPORATION | 107,896 | $11.3B | 64.01% | |
| 176 | CWCOCONSOLIDATED WATR CO | 773,113 | $11.2B | 64.00% | |
| 177 | OXYOCCIDENTAL PETE CORP | 173,123 | $11.2B | 63.99% | |
| 178 | MCXMCCORMICK & CO INC | 105,551 | $11.2B | 63.89% | |
| 179 | VREMACK CALI RLTY CORP | 671,569 | $11.2B | 63.84% | |
| 180 | BILIBILIBILI INC | 1,011,100 | $11.1B | 63.28% | |
| 181 | NTRSNORTHERN TR CORP | 107,623 | $11.1B | 63.15% | |
| 182 | —CHEMICAL FINL CORP | 202,157 | $11.1B | 62.89% | |
| 183 | HZN1USDHORIZON GLOBAL CORP | 1,276,621 | $10.5B | 59.85% | |
| 184 | INTCINTEL CORP | 199,956 | $10.4B | 59.25% | |
| 185 | NKENIKE INC | 152,646 | $10.1B | 57.70% | |
| 186 | DOXAMDOCS LTD | 151,794 | $10.1B | 57.62% | |
| 187 | TWITITAN INTL INC | 769,545 | $9.7B | 55.21% | |
| 188 | MDUMDU RES GROUP INC | 340,362 | $9.6B | 54.53% | |
| 189 | LLYELI LILLY & CO | 123,461 | $9.6B | 54.35% | |
| 190 | SPGSIMON PPTY INC | 61,835 | $9.5B | 54.30% | |
| 191 | WATWATERS CORP | 47,276 | $9.4B | 53.43% | |
| 192 | CSIIEURCARDIOVASCULAR SYS | 420,000 | $9.2B | 52.40% | |
| 193 | VVISA INC | 76,423 | $9.1B | 52.01% | |
| 194 | APDAIR PRODS & CHEMS | 57,247 | $9.1B | 51.79% | |
| 195 | XYLXYLEM INC | 116,141 | $8.9B | 50.83% | |
| 196 | ENBENBRIDGE INC | 282,667 | $8.9B | 50.61% | |
| 197 | BENFRANKLIN RES INC | 254,870 | $8.8B | 50.29% | |
| 198 | ARTNAARTESIAN RESOURCES | 235,156 | $8.6B | 48.81% | |
| 199 | IDAIDACORP INC | 96,838 | $8.5B | 48.63% | |
| 200 | PAASPAN AMERICAN SILVER | 528,115 | $8.5B | 48.53% |