FIRST MANHATTAN CO. LLC. Q1 2019 Filing
Filed April 12, 2019
Portfolio Value
$17.3B
Holdings
1,443
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (1,443 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK-BBERKSHIRE HATHAWAY | 14,328 | $4.3T | 24915.02% | |
| 2 | MSFTMICROSOFT CORP | 5,928,289 | $699.2B | 4036.36% | |
| 3 | BAMBROOKFIELD ASSET MGT | 13,770,713 | $642.4B | 3708.57% | |
| 4 | AAPLAPPLE INC | 3,144,040 | $597.2B | 3447.67% | |
| 5 | BRK/BBERKSHIRE HATHAWAY | 2,464,641 | $495.1B | 2858.32% | |
| 6 | NSRGYNESTLE S A | 4,401,245 | $419.5B | 2421.92% | |
| 7 | DHRDANAHER CORP | 2,565,415 | $338.7B | 1955.22% | |
| 8 | JNJJOHNSON & JOHNSON | 2,268,308 | $317.1B | 1830.53% | |
| 9 | GOOGALPHABET INC | 261,968 | $307.4B | 1774.43% | |
| 10 | HONHONEYWELL INTL INC | 1,706,127 | $271.1B | 1565.28% | |
| 11 | IACIEURIAC INTERACTIVECORP | 1,195,514 | $251.2B | 1450.11% | |
| 12 | ORCLORACLE CORP | 4,047,965 | $217.4B | 1255.14% | |
| 13 | WFCWELLS FARGO & CO | 4,082,289 | $197.3B | 1138.75% | |
| 14 | DNKNDUNKIN BRANDS GR | 2,616,649 | $196.5B | 1134.45% | |
| 15 | WBC1EURWABCO HOLDINGS | 1,424,689 | $187.8B | 1084.26% | |
| 16 | PFEPFIZER INC | 4,420,719 | $187.7B | 1083.86% | |
| 17 | AZOAUTOZONE INC | 183,147 | $187.6B | 1082.80% | |
| 18 | SCISERVICE CORP INTL | 4,559,451 | $183.1B | 1056.81% | |
| 19 | MDLZMONDELEZ INTL INC | 3,459,923 | $172.7B | 997.10% | |
| 20 | —RECKITT BENCKISER GR | 2,028,589 | $168.8B | 974.72% | |
| 21 | OPLNKAR AUCTION SERVIC | 3,261,519 | $167.3B | 966.09% | |
| 22 | ARMKARAMARK | 5,652,293 | $167.0B | 964.23% | |
| 23 | 4I1PHILIP MORRIS INTL | 1,811,469 | $160.1B | 924.34% | |
| 24 | ACNACCENTURE PLC | 883,693 | $155.5B | 897.97% | |
| 25 | TMOTHERMO FISHER SCI | 507,376 | $138.9B | 801.74% | |
| 26 | GILDGILEAD SCIENCES INC | 2,101,717 | $136.6B | 788.77% | |
| 27 | CMCSACOMCAST CORP | 3,373,261 | $134.9B | 778.56% | |
| 28 | KKRKKR & CO INC | 5,637,351 | $132.4B | 764.46% | |
| 29 | ULTAULTA BEAUTY INC | 377,735 | $131.7B | 760.46% | |
| 30 | TPLUSDTEXAS PAC LD TR | 155,213 | $120.1B | 693.22% | |
| 31 | AXPAMERICAN EXPRESS CO | 1,000,690 | $109.4B | 631.42% | |
| 32 | KOCOCA-COLA CO | 2,271,370 | $106.4B | 614.45% | |
| 33 | CRCCDN NATURAL RES | 3,853,352 | $106.0B | 611.74% | |
| 34 | GOOGLALPHABET INC | 81,000 | $95.3B | 550.33% | |
| 35 | PYPLPAYPAL HLDGS INC | 910,983 | $94.6B | 546.10% | |
| 36 | ALLYALLY FINL INC | 3,404,402 | $93.6B | 540.27% | |
| 37 | ARWRARROWHEAD PHARMACEUT | 4,923,525 | $90.3B | 521.56% | |
| 38 | ENBENBRIDGE INC | 2,318,425 | $84.1B | 485.31% | |
| 39 | UTXZUNITED TECHNOLOGIES | 644,581 | $83.1B | 479.62% | |
| 40 | BIPBROOKFIELD INFR PRTR | 1,918,865 | $80.3B | 463.81% | |
| 41 | —CBS CORPORATION | 1,626,058 | $77.3B | 446.17% | |
| 42 | COFCAPITAL ONE FINL CO | 944,974 | $77.2B | 445.64% | |
| 43 | FTVFORTIVE CORPORATION | 893,962 | $75.0B | 432.94% | |
| 44 | FDXFEDEX CORP | 384,150 | $69.7B | 402.31% | |
| 45 | VVISA INC | 436,693 | $68.2B | 393.76% | |
| 46 | RHIROBERT HALF INTL INC | 1,045,073 | $68.1B | 393.12% | |
| 47 | UNHUNITEDHEALTH GRP INC | 273,349 | $67.6B | 390.18% | |
| 48 | COPCONOCOPHILLIPS | 961,714 | $64.2B | 370.53% | |
| 49 | ENTAENANTA PHARMACEUTI | 664,934 | $63.5B | 366.66% | |
| 50 | USBUS BANCORP DEL | 1,311,275 | $63.2B | 364.79% | |
| 51 | MTDMETTLER TOLEDO INTL | 85,238 | $61.6B | 355.77% | |
| 52 | LYBLYONDELLBASELL INDUS | 721,112 | $60.6B | 350.02% | |
| 53 | CBCHUBB LIMITED | 419,239 | $58.7B | 339.03% | |
| 54 | AEEAMEREN CORPORATION | 729,476 | $53.7B | 309.73% | |
| 55 | LENLENNAR CORP | 1,090,486 | $53.5B | 309.03% | |
| 56 | IBMINTL BUSINESS MCHN | 354,857 | $50.1B | 289.05% | |
| 57 | TRVCCITIGROUP INC | 785,680 | $48.9B | 282.21% | |
| 58 | DISWALT DISNEY CO | 436,489 | $48.5B | 279.78% | |
| 59 | MCDMCDONALDS CORP | 254,527 | $48.3B | 279.04% | |
| 60 | AMGNAMGEN INC | 237,735 | $45.2B | 260.73% | |
| 61 | DISCKUSDDISCOVERY INC | 1,697,784 | $43.2B | 249.14% | |
| 62 | —BROOKFIELD PROPERTY | 2,096,049 | $43.1B | 248.99% | |
| 63 | LSXMKUSDLIBERTY SIRIUS GROUP | 1,087,288 | $41.6B | 240.02% | |
| 64 | INGRINGREDION INCORPRTD | 432,139 | $40.9B | 236.22% | |
| 65 | CSWCSW INDUSTRIALS IN | 680,851 | $39.0B | 225.17% | |
| 66 | JPMJPMORGAN CHASE & CO | 383,221 | $38.8B | 223.95% | |
| 67 | BACVERIZON COMMUNICATIO | 652,125 | $38.6B | 222.61% | |
| 68 | BRXBRIXMOR PROPERTY G | 2,056,705 | $37.8B | 218.11% | |
| 69 | ZBHZIMMER BIOMET HLDS | 287,859 | $36.8B | 212.21% | |
| 70 | PGPROCTER & GAMBLE CO | 351,253 | $36.5B | 210.99% | |
| 71 | ORIOLD REP INTL CORP | 1,742,562 | $36.5B | 210.45% | |
| 72 | WPWORLDPAY INC | 319,582 | $36.3B | 209.40% | |
| 73 | S9QSPIRIT AEROSYSTEMS | 381,607 | $34.9B | 201.64% | |
| 74 | XOMEXXON MOBIL CORP | 431,367 | $34.9B | 201.21% | |
| 75 | RTN1USDRAYTHEON | 189,715 | $34.5B | 199.42% | |
| 76 | TRSTRIMAS CORP | 1,118,552 | $33.8B | 195.20% | |
| 77 | SPGIS&P GLOBAL INC | 160,446 | $33.8B | 195.02% | |
| 78 | GNWGENWORTH FINANCIAL | 8,645,207 | $33.1B | 191.15% | |
| 79 | CVSCVS HEALTH CORP | 592,326 | $31.9B | 184.41% | |
| 80 | —RA PHARMACEUTICALS | 1,416,524 | $31.7B | 183.18% | |
| 81 | MCOMOODYS CORP | 169,854 | $30.8B | 177.56% | |
| 82 | DHID R HORTON INC | 741,151 | $30.7B | 177.05% | |
| 83 | VYMVANGUARD WHITEHALL F | 336,702 | $28.8B | 166.50% | |
| 84 | BUDANHEUSER BUSCH INBEV | 342,976 | $28.8B | 166.26% | |
| 85 | CRTOCRITEO S.A | 1,427,771 | $28.6B | 165.10% | |
| 86 | SYKSTRYKER CORP | 141,232 | $27.9B | 161.04% | |
| 87 | ICEINTER CONTINENTAL EX | 365,918 | $27.9B | 160.83% | |
| 88 | MOALTRIA GROUP INC | 466,590 | $26.8B | 154.69% | |
| 89 | LBRDKLIBERTY BROADBAND CORP | 289,500 | $26.6B | 153.32% | |
| 90 | ORLYO'REILLY AUTOMOTIVE | 68,310 | $26.5B | 153.12% | |
| 91 | —OBSEVA SA | 2,072,112 | $26.5B | 153.00% | |
| 92 | SNASNAP-ON INC | 161,858 | $25.3B | 146.25% | |
| 93 | OMCOMNICOM GROUP INC | 346,909 | $25.3B | 146.17% | |
| 94 | GGGGRACO INC | 501,249 | $24.8B | 143.30% | |
| 95 | CSCOCISCO SYSTEMS INC | 449,806 | $24.3B | 140.20% | |
| 96 | VNOVORNADO RLTY TR | 359,487 | $24.2B | 139.95% | |
| 97 | CBZCBIZ INC | 1,191,604 | $24.1B | 139.23% | |
| 98 | JEFJEFFERIES FINANCIAL | 1,276,390 | $24.0B | 138.45% | |
| 99 | AIGAMERN INTL GROUP INC | 556,474 | $24.0B | 138.33% | |
| 100 | UPSUNITED PARCEL SERVIC | 214,295 | $23.9B | 138.24% |
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