FIRST MANHATTAN CO. LLC. Q1 2020 Filing
Filed May 6, 2020
Portfolio Value
$15.4B
Holdings
1,447
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (1,447 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | EAFEURGRAFTECH INTL LTD | 626,600 | $5.1B | 32.97% | |
| 202 | SABRSABRE CORP | 846,800 | $5.0B | 32.54% | |
| 203 | CPKCHESAPEAKE UTILS COR | 58,423 | $5.0B | 32.45% | |
| 204 | DEIDOUGLAS EMMETT INC | 163,410 | $5.0B | 32.31% | |
| 205 | BMTABRITISH AMER TOB PLC | 144,954 | $5.0B | 32.11% | |
| 206 | LINLINDE PLC | 28,164 | $4.9B | 31.58% | |
| 207 | —GLATFELTER | 396,826 | $4.8B | 31.43% | |
| 208 | GNWGENWORTH FINANCIAL | 1,450,982 | $4.8B | 31.22% | |
| 209 | BMYBRISTOL MYERS SQUIBB | 85,500 | $4.8B | 30.88% | |
| 210 | GLGLOBE LIFE INC | 65,677 | $4.7B | 30.63% | |
| 211 | DISCAUSDDISCOVERY INC | 242,115 | $4.7B | 30.50% | |
| 212 | NVTNVENT ELECTRIC PLC | 275,850 | $4.7B | 30.16% | |
| 213 | —AGROFRESH SOLUTIONS | 2,815,585 | $4.6B | 29.92% | |
| 214 | SNNSMITH & NEPHEW GROUP | 128,613 | $4.6B | 29.90% | |
| 215 | COSTCOSTCO WHSL CORP | 15,802 | $4.5B | 29.20% | |
| 216 | FWONALIBERTY MEDIA | 163,160 | $4.4B | 28.80% | |
| 217 | AIZASSURANT INC | 42,320 | $4.4B | 28.55% | |
| 218 | KELKELLOGG CO | 72,096 | $4.3B | 28.03% | |
| 219 | TXNTEXAS INSTRUMENTS | 43,092 | $4.3B | 27.91% | |
| 220 | OGEOGE ENERGY CORP | 139,942 | $4.3B | 27.87% | |
| 221 | GISGENERAL MILLS INC | 81,406 | $4.3B | 27.84% | |
| 222 | CFGCITIZENS FINANCIAL | 224,963 | $4.2B | 27.42% | |
| 223 | UTLUNITIL CORP | 80,239 | $4.2B | 27.21% | |
| 224 | KRTXKARUNA THERAPEUTICS | 58,300 | $4.2B | 27.20% | |
| 225 | MAAMID-AMER APT CMNTYS | 40,578 | $4.2B | 27.09% | |
| 226 | —PACIFIC MERCANT BANC | 886,042 | $4.2B | 27.05% | |
| 227 | CMSCMS ENERGY CORP | 70,882 | $4.2B | 26.99% | |
| 228 | CIENCIENA CORPORATION | 104,024 | $4.1B | 26.84% | |
| 229 | TXNMPNM RES INC | 106,750 | $4.1B | 26.29% | |
| 230 | DOXAMDOCS LTD | 73,785 | $4.1B | 26.28% | |
| 231 | WBAWALGREENS BOOTS ALNC | 88,561 | $4.1B | 26.26% | |
| 232 | YUMCYUM CHINA HOLDINGS | 94,219 | $4.0B | 26.03% | |
| 233 | MSIMOTOROLA SOLUTIONS | 30,060 | $4.0B | 25.89% | |
| 234 | NDAQNASDAQ INC | 39,397 | $3.7B | 24.24% | |
| 235 | AONAON PLC | 22,595 | $3.7B | 24.17% | |
| 236 | CPTCAMDEN PPTY TR | 46,495 | $3.7B | 23.88% | |
| 237 | CUCAAVIS BUDGET GROUP | 263,699 | $3.7B | 23.75% | |
| 238 | KHCKRAFT HEINZ CO | 147,450 | $3.6B | 23.64% | |
| 239 | GEGENERAL ELECTRIC CO | 457,415 | $3.6B | 23.53% | |
| 240 | BKBANK OF NEW YORK MEL | 107,485 | $3.6B | 23.46% | |
| 241 | —COMMERCEWEST BANK | 217,907 | $3.6B | 23.30% | |
| 242 | AMRNAMARIN CORP PLC | 873,300 | $3.5B | 22.64% | |
| 243 | TCFTCF FINL CORP | 152,906 | $3.5B | 22.45% | |
| 244 | ADBEADOBE INC | 10,770 | $3.4B | 22.21% | |
| 245 | NOCNORTHROP GRUMMAN CO | 11,201 | $3.4B | 21.96% | |
| 246 | VREMACK CALI RLTY CORP | 219,210 | $3.3B | 21.63% | |
| 247 | OYSTOYSTER POINT PHARM | 94,763 | $3.3B | 21.49% | |
| 248 | HLTHILTON WRLDWDE HLDGS | 48,041 | $3.3B | 21.25% | |
| 249 | OTTROTTER TAIL CORP | 71,958 | $3.2B | 20.73% | |
| 250 | —BEIERSDORF AG | 31,400 | $3.2B | 20.67% | |
| 251 | CVXCHEVRON CORP | 43,962 | $3.2B | 20.64% | |
| 252 | WKHSEURWORKHORSE GROUP INC | 1,755,003 | $3.2B | 20.58% | |
| 253 | RPTUSDRPT REALTY | 525,675 | $3.2B | 20.54% | |
| 254 | A4SAMERIPRISE FINANCIAL | 30,624 | $3.1B | 20.34% | |
| 255 | MANMANPOWERGROUP | 58,815 | $3.1B | 20.20% | |
| 256 | BB3BROOKLINE BANCORP IN | 271,304 | $3.1B | 19.83% | |
| 257 | ITCIEURINTRA CELLULAR THERA | 197,700 | $3.0B | 19.69% | |
| 258 | QFIN360 FINANCE INC | 379,262 | $3.0B | 19.66% | |
| 259 | —CONSTELLATION PHARMC | 96,153 | $3.0B | 19.59% | |
| 260 | MAMASTERCARD INC | 12,471 | $3.0B | 19.52% | |
| 261 | MNSBMAINSTREET BANCSHARE | 178,035 | $3.0B | 19.33% | |
| 262 | OECORION ENG CARBNS S.A | 398,425 | $3.0B | 19.26% | |
| 263 | DEODIAGEO P L C | 23,186 | $2.9B | 19.10% | |
| 264 | RGNXREGENXBIO INC | 88,208 | $2.9B | 18.51% | |
| 265 | CHMGCHEMUNG FINL CORP | 85,756 | $2.8B | 18.33% | |
| 266 | SLBSCHLUMBERGER LTD | 209,388 | $2.8B | 18.30% | |
| 267 | BPYPNBROOKFIELD PROPERTY | 331,514 | $2.8B | 18.24% | |
| 268 | —SOUTHERN NATL BKOFVA | 285,621 | $2.8B | 18.21% | |
| 269 | TEVATEVA PHARMACEUTICAL | 307,277 | $2.8B | 17.88% | |
| 270 | AIGAMERN INTL GROUP INC | 110,596 | $2.7B | 17.38% | |
| 271 | KIMKIMCO REALTY CORP | 273,764 | $2.6B | 17.16% | |
| 272 | GRA1EURGRACE W R & CO DEL | 69,863 | $2.5B | 16.12% | |
| 273 | DDDUPONT DE NEMOURS | 72,737 | $2.5B | 16.07% | |
| 274 | —BIOSPECIFICS TECH CO | 43,450 | $2.5B | 15.92% | |
| 275 | VEAVANGUARD | 73,540 | $2.5B | 15.89% | |
| 276 | FLIRFLIR SYS INC | 76,828 | $2.5B | 15.88% | |
| 277 | PBVPRESTIGE CONSUMER HE | 66,512 | $2.4B | 15.81% | |
| 278 | NUANEURNUANCE COMMUNICATION | 144,990 | $2.4B | 15.76% | |
| 279 | ADIANALOG DEVICES INC | 26,859 | $2.4B | 15.61% | |
| 280 | YUSDALLEGHANY CORP DEL | 4,337 | $2.4B | 15.52% | |
| 281 | BACBANK OF AMERICA CORP | 110,861 | $2.4B | 15.25% | |
| 282 | AGIOAGIOS PHARMACEUTIC | 66,000 | $2.3B | 15.17% | |
| 283 | ABALLIANCEBERSTEIN HLD | 125,700 | $2.3B | 15.14% | |
| 284 | TASTUSDCARROLS RESTAURANT | 1,270,549 | $2.3B | 14.98% | |
| 285 | CFRCULLEN FROST BANKERS | 40,489 | $2.3B | 14.63% | |
| 286 | BRTBRT REALTY TRUST | 219,027 | $2.2B | 14.55% | |
| 287 | SAFTSAFETY INS GROUP INC | 26,476 | $2.2B | 14.49% | |
| 288 | ALSALLSTATE CORP | 24,364 | $2.2B | 14.48% | |
| 289 | PTONPELOTON INTERACTIV | 83,950 | $2.2B | 14.44% | |
| 290 | LM05LIBERTY MEDIA | 83,490 | $2.2B | 13.97% | |
| 291 | NATHNATHANS FAMOUS INC | 35,200 | $2.1B | 13.92% | |
| 292 | ONTOONTO INNOVATION INC | 72,100 | $2.1B | 13.86% | |
| 293 | —TRUSTCO BK CORP N Y | 393,818 | $2.1B | 13.80% | |
| 294 | —UROVANT SCIENCES LTD | 229,343 | $2.1B | 13.70% | |
| 295 | UBERUBER TECHNOLOGIES | 75,000 | $2.1B | 13.57% | |
| 296 | LMTLOCKHEED MARTIN CORP | 6,025 | $2.0B | 13.23% | |
| 297 | JT5MUELLER WTR PRODS | 253,714 | $2.0B | 13.17% | |
| 298 | MRBKMERIDIAN CORPORATION | 147,949 | $2.0B | 13.11% | |
| 299 | PNWPINNACLE WEST CAP | 26,459 | $2.0B | 12.99% | |
| 300 | GENNORTONLIFELOCK INC | 105,827 | $2.0B | 12.83% |