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 |
|---|---|---|---|---|---|
| 101 | AWCAMERICAN WTR WKS CO | 228,091 | $23.8B | 137.29% | |
| 102 | ANATUSDAMERICAN NATL INS CO | 193,702 | $23.4B | 135.10% | |
| 103 | MOMOUSDMOMO INC | 603,961 | $23.1B | 133.33% | |
| 104 | NTRANATERA INC | 1,027,242 | $21.2B | 122.28% | |
| 105 | NTRNUTRIEN LTD | 395,307 | $20.9B | 120.40% | |
| 106 | MTXMINERALS TECHNOLOGS | 348,176 | $20.5B | 118.17% | |
| 107 | CELGCELGENE CORP | 215,857 | $20.4B | 117.55% | |
| 108 | CARAEURCARA THERAPEUTICS | 981,220 | $19.3B | 111.14% | |
| 109 | —DOWDUPONT INC | 358,212 | $19.1B | 110.24% | |
| 110 | BEPBROOKFIELD RENEWABLE | 564,515 | $18.0B | 103.91% | |
| 111 | LOWLOWES CO | 163,051 | $17.8B | 103.04% | |
| 112 | —MENLO THERAPEUTICS | 2,256,903 | $17.7B | 102.27% | |
| 113 | PEPPEPSICO INC | 142,748 | $17.5B | 100.99% | |
| 114 | HTOSJW GROUP | 281,577 | $17.4B | 100.36% | |
| 115 | BABOEING CO | 44,603 | $17.0B | 98.21% | |
| 116 | BSFAANI PHARMACEUTICALS | 240,166 | $16.9B | 97.80% | |
| 117 | MSEXMIDDLESEX WATER CO | 299,932 | $16.8B | 96.95% | |
| 118 | BILIBILIBILI INC | 875,765 | $16.6B | 95.80% | |
| 119 | PBYIPUMA BIOTECHNOLOGY I | 425,900 | $16.5B | 95.37% | |
| 120 | TELTE CONNECTIVITY | 197,056 | $15.9B | 91.86% | |
| 121 | NWENORTHWESTERN CORP | 224,506 | $15.8B | 91.25% | |
| 122 | MRKMERCK & CO INC | 187,353 | $15.6B | 89.95% | |
| 123 | EOGEOG RESOURCES INC | 163,132 | $15.5B | 89.65% | |
| 124 | AMZNAMAZON COM INC | 8,597 | $15.3B | 88.38% | |
| 125 | LXRXLEXICON PHARMACUTICL | 2,748,586 | $15.3B | 88.22% | |
| 126 | HHC*HOWARD HUGHES | 138,746 | $15.3B | 88.11% | |
| 127 | LLYLILLY ELI & CO | 116,215 | $15.1B | 87.06% | |
| 128 | STAYUSDEXTENDED STAY AMRC | 813,468 | $14.6B | 84.29% | |
| 129 | TAT&T INC | 462,153 | $14.5B | 83.67% | |
| 130 | VREMACK CALI RLTY CORP | 649,399 | $14.4B | 83.22% | |
| 131 | NWLNEWELL BRANDS INC | 925,092 | $14.2B | 81.92% | |
| 132 | SFESSAFEGUARD SCIENTIFIC | 1,276,447 | $13.8B | 79.95% | |
| 133 | EVRGEVERGY INC | 234,812 | $13.6B | 78.69% | |
| 134 | —GROUPE DANONE | 175,655 | $13.4B | 77.17% | |
| 135 | CSWCCAPITAL SOUTHWEST | 634,902 | $13.4B | 77.12% | |
| 136 | VOOVANGUARD INDEX FDS | 50,809 | $13.2B | 76.12% | |
| 137 | —AQUA AMERICA INC | 349,270 | $12.7B | 73.47% | |
| 138 | VBTXVERITEX HLDGS INC | 525,291 | $12.7B | 73.44% | |
| 139 | DFSEURDISCOVER FINL SVCS | 178,239 | $12.7B | 73.22% | |
| 140 | LM03LIBERTY SIRIUS GROUP | 329,631 | $12.6B | 72.65% | |
| 141 | SPYSPDR | 44,320 | $12.5B | 72.27% | |
| 142 | SPBSPECTRUM BRANDS HLDS | 228,541 | $12.5B | 72.27% | |
| 143 | MLMMARTIN MARIETTA MATL | 61,966 | $12.5B | 71.97% | |
| 144 | ABGAMERISOURCE-BERGEN | 156,237 | $12.4B | 71.72% | |
| 145 | NKENIKE INC | 146,292 | $12.3B | 71.12% | |
| 146 | OXYOCCIDENTAL PETE CORP | 185,076 | $12.3B | 70.73% | |
| 147 | MCXMCCORMICK & CO INC | 81,175 | $12.2B | 70.59% | |
| 148 | SRESEMPRA ENERGY | 96,577 | $12.2B | 70.17% | |
| 149 | CLCOLGATE PALMOLIVE CO | 174,514 | $12.0B | 69.05% | |
| 150 | TRVTRAVELERS CO(THE) | 87,142 | $12.0B | 69.00% | |
| 151 | WATWATERS CORP | 47,276 | $11.9B | 68.69% | |
| 152 | TASTUSDCARROLS RESTAURANT | 1,192,098 | $11.9B | 68.61% | |
| 153 | LLOEWS CORP | 244,894 | $11.7B | 67.76% | |
| 154 | YUMYUM BRANDS INC | 116,092 | $11.6B | 66.89% | |
| 155 | AWGASBURY AUTOMOTIVE GR | 166,435 | $11.5B | 66.64% | |
| 156 | GTESGATES INDL CORP PL | 793,835 | $11.4B | 65.71% | |
| 157 | PBVPRESTIGE CONSUMER HE | 371,012 | $11.1B | 64.06% | |
| 158 | SCHWTHE CHARLES SCHWAB | 257,803 | $11.0B | 63.64% | |
| 159 | BMTABRITISH AMER TOB PLC | 259,505 | $10.8B | 62.50% | |
| 160 | PNCPNC FINL SVCS GRP | 81,919 | $10.0B | 58.01% | |
| 161 | CUCAAVIS BUDGET GROUP | 280,574 | $9.8B | 56.46% | |
| 162 | CMCCOMMERCIAL METALS CO | 568,090 | $9.7B | 56.01% | |
| 163 | APDAIR PRODS & CHEMS | 50,128 | $9.6B | 55.26% | |
| 164 | IDAIDACORP INC | 94,913 | $9.4B | 54.54% | |
| 165 | INTCINTEL CORP | 174,451 | $9.4B | 54.08% | |
| 166 | PORPORTLAND GEN ELEC CO | 180,149 | $9.3B | 53.91% | |
| 167 | KMXCARMAX INC | 132,715 | $9.3B | 53.48% | |
| 168 | NTRSNORTHERN TR CORP | 101,382 | $9.2B | 52.92% | |
| 169 | METAFACEBOOK INC | 54,804 | $9.1B | 52.74% | |
| 170 | XYLXYLEM INC | 113,017 | $8.9B | 51.57% | |
| 171 | LBRDALIBERTY BROADBAND CORP | 96,889 | $8.9B | 51.25% | |
| 172 | CWCOCONSOLIDATED WATR CO | 686,863 | $8.8B | 51.03% | |
| 173 | ASNDASCENDIS PHARMA A S | 75,000 | $8.8B | 50.96% | |
| 174 | HDHOME DEPOT INC | 45,309 | $8.7B | 50.20% | |
| 175 | —AGROFRESH SOLUTIONS | 2,573,710 | $8.6B | 49.62% | |
| 176 | —PACIFIC MERCANT BANC | 1,125,774 | $8.6B | 49.52% | |
| 177 | BECNUSDBEACON ROOFING SUP | 264,592 | $8.5B | 49.12% | |
| 178 | WMTWALMART INC | 86,201 | $8.4B | 48.53% | |
| 179 | CFGCITIZENS FINANCIAL | 258,694 | $8.4B | 48.53% | |
| 180 | PPGPPG INDUSTRIES INC | 74,384 | $8.4B | 48.46% | |
| 181 | MDUMDU RES GROUP INC | 323,962 | $8.4B | 48.30% | |
| 182 | ARTNAARTESIAN RESOURCES | 222,758 | $8.3B | 47.93% | |
| 183 | JCIJOHNSON CONTROLS INT | 224,285 | $8.3B | 47.83% | |
| 184 | ITWILLINOIS TOOL WORKS | 56,616 | $8.1B | 46.91% | |
| 185 | NINISOURCE INC | 278,105 | $8.0B | 46.01% | |
| 186 | CSXCSX CORP | 106,032 | $7.9B | 45.80% | |
| 187 | OTICEUROTONOMY INC | 2,981,633 | $7.8B | 45.27% | |
| 188 | —CHEMICAL FINL CORP | 190,040 | $7.8B | 45.16% | |
| 189 | MSAMSA SAFETY INC | 75,550 | $7.8B | 45.09% | |
| 190 | EAFEURGRAFTECH INTL LTD | 607,750 | $7.8B | 44.87% | |
| 191 | NVSNNOVARTIS AG | 80,175 | $7.7B | 44.50% | |
| 192 | UHALAMERCO | 20,610 | $7.7B | 44.20% | |
| 193 | —GLATFELTER | 537,518 | $7.6B | 43.81% | |
| 194 | VIOVVANGUARD ADMIRAL F | 59,216 | $7.5B | 43.56% | |
| 195 | XPOXPO LOGISTICS INC | 140,175 | $7.5B | 43.49% | |
| 196 | OGEOGE ENERGY CORP | 165,040 | $7.1B | 41.08% | |
| 197 | RPMRPM INTERNATIONAL | 122,137 | $7.1B | 40.92% | |
| 198 | KIMKIMCO REALTY CORP | 382,364 | $7.1B | 40.83% | |
| 199 | —ADAMIS PHARMACUTCALS | 3,352,333 | $7.1B | 40.83% | |
| 200 | BPYPNBROOKFIELD PROPERTY | 343,441 | $7.0B | 40.62% |