FIRST MANHATTAN CO. LLC. Q1 2024 Filing

Filed May 15, 2024

Portfolio Value

$30862.9T

Holdings

1,417

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (1,417 positions)

#StockSharesValue% PortfolioType
1
BRK-BBERKSHIRE HATHAWAY INC DEL
15,312$9714.5T31.48%
2
MSFTMICROSOFT CORP
4,573,109$1924.0T6.23%
3
AAPLAPPLE INC
6,903,242$1183.8T3.84%
4
KKRKKR & CO INC
9,124,617$917.8T2.97%
5
GOOGALPHABET INC
5,590,954$851.3T2.76%
6
UNHUNITEDHEALTH GROUP INC
1,711,813$846.8T2.74%
7
BRK/BBERKSHIRE HATHAWAY INC DEL
1,978,894$832.2T2.70%
8
AZOAUTOZONE INC
256,230$807.5T2.62%
9
BNBROOKFIELD CORP
17,833,751$746.7T2.42%
10
ORCLORACLE CORP
5,408,092$679.3T2.20%
11
TMOTHERMO FISHER SCIENTIFIC INC
913,517$530.9T1.72%
12
DHRDANAHER CORPORATION
2,106,773$526.1T1.70%
13
LOWLOWES COS INC
1,352,574$344.5T1.12%
14
NSRGYNESTLE S A
3,198,192$339.7T1.10%
15
VVISA INC
1,100,994$307.3T1.00%
16
AVGOBROADCOM INC
230,853$306.0T0.99%
17
HONHONEYWELL INTL INC
1,489,822$305.8T0.99%
18
LINLINDE PLC
626,465$290.9T0.94%
19
GOOGLALPHABET INC
1,882,984$284.2T0.92%
20
SPGIS&P GLOBAL INC
650,339$276.7T0.90%
21
AMATAPPLIED MATLS INC
1,283,570$264.7T0.86%
22
ASMLASML HOLDING N V
264,958$257.1T0.83%
23
ACNACCENTURE PLC IRELAND
727,188$252.1T0.82%
24
TPLTEXAS PACIFIC LAND CORPORATI
427,885$247.5T0.80%
25
CPRTCOPART INC
4,187,244$242.5T0.79%
26
AMZNAMAZON COM INC
1,336,854$241.1T0.78%
27
ORLYOREILLY AUTOMOTIVE INC
202,408$228.5T0.74%
28
TTWOTAKE-TWO INTERACTIVE SOFTWAR
1,499,524$222.7T0.72%
29
VOOVANGUARD INDEX FDS
457,284$219.8T0.71%
30
KEYSKEYSIGHT TECHNOLOGIES INC
1,277,362$199.8T0.65%
31
CMCSACOMCAST CORP NEW
4,450,968$192.9T0.63%
32
MCDMCDONALDS CORP
667,311$188.1T0.61%
33
4I1PHILIP MORRIS INTL INC
1,895,376$173.7T0.56%
34
MDLZMONDELEZ INTL INC
2,438,279$170.7T0.55%
35
ICEINTERCONTINENTAL EXCHANGE IN
1,230,476$169.1T0.55%
36
MKLMARKEL GROUP INC
110,095$167.5T0.54%
37
JNJJOHNSON & JOHNSON
995,045$157.4T0.51%
38
MARMARRIOTT INTL INC NEW
611,147$154.2T0.50%
39
ALLYALLY FINL INC
3,529,931$143.3T0.46%
40
NEENEXTERA ENERGY INC
2,141,685$136.9T0.44%
41
AXPAMERICAN EXPRESS CO
549,044$125.0T0.41%
42
AZPN1USDASPEN TECHNOLOGY INC
569,316$121.4T0.39%
43
MTCHMATCH GROUP INC NEW
3,291,851$119.4T0.39%
44
ABBVABBVIE INC
641,503$116.8T0.38%
45
NKENIKE INC
1,192,434$112.1T0.36%
46
CSWCSW INDUSTRIALS INC
470,557$110.4T0.36%
47
FTVFORTIVE CORP
1,246,551$107.2T0.35%
48
SCISERVICE CORP INTL
1,260,985$93.6T0.30%
49
FMCXNORTHERN LTS FD TR IV
3,038,646$88.0T0.28%
50
KOCOCA COLA CO
1,395,945$85.4T0.28%
51
COFCAPITAL ONE FINL CORP
543,992$81.0T0.26%
52
RSPINVESCO EXCHANGE TRADED FD T
455,659$77.2T0.25%
53
BALLBALL CORP
1,081,530$72.9T0.24%
54
BIPBROOKFIELD INFRAST PARTNERS
2,321,018$72.4T0.23%
55
SESEA LTD
1,345,926$72.3T0.23%
56
USBUS BANCORP DEL
1,594,039$71.3T0.23%
57
AIZASSURANT INC
377,402$71.0T0.23%
58
PDDPDD HOLDINGS INC
600,642$69.8T0.23%
59
NSYNICE LTD
238,433$62.1T0.20%
60
CRCCANADIAN NAT RES LTD
776,604$59.3T0.19%
61
BAMBROOKFIELD ASSET MANAGMT LTD
1,407,638$59.1T0.19%
62
ABGCENCORA INC
243,034$59.1T0.19%
63
VLTOVERALTO CORP
560,105$49.7T0.16%
64
IQVIQVIA HLDGS INC
192,577$48.7T0.16%
65
JPMJPMORGAN CHASE & CO
240,757$48.2T0.16%
66
NVDANVIDIA CORPORATION
48,985$44.3T0.14%
67
MCOMOODYS CORP
111,899$44.0T0.14%
68
LLYELI LILLY & CO
53,462$41.6T0.13%
69
ENBENBRIDGE INC
1,144,881$41.4T0.13%
70
PGPROCTER AND GAMBLE CO
254,171$41.2T0.13%
71
INGRINGREDION INC
351,510$41.1T0.13%
72
DEODIAGEO PLC
272,746$40.6T0.13%
73
HLTHILTON WORLDWIDE HLDGS INC
177,924$38.0T0.12%
74
DISDISNEY WALT CO
303,075$37.1T0.12%
75
AMGNAMGEN INC
119,482$34.0T0.11%
76
GGGGRACO INC
362,223$33.9T0.11%
77
SYKSTRYKER CORPORATION
94,345$33.8T0.11%
78
SCHWSCHWAB CHARLES CORP
449,794$32.5T0.11%
79
SNASNAP ON INC
108,665$32.2T0.10%
80
VIGVANGUARD SPECIALIZED FUNDS
155,732$28.4T0.09%
81
CHTRCHARTER COMMUNICATIONS INC N
97,592$28.4T0.09%
82
BUDANHEUSER BUSCH INBEV SA/NV
460,763$28.0T0.09%
83
VOVANGUARD INDEX FDS
112,011$28.0T0.09%
84
XIFRNEXTERA ENERGY PARTNERS LP
927,120$27.9T0.09%
85
MRKMERCK & CO INC
208,081$27.5T0.09%
86
SBUXSTARBUCKS CORP
299,712$27.4T0.09%
87
0J7QIAC INC
502,533$26.8T0.09%
88
VHTVANGUARD WORLD FD
98,548$26.7T0.09%
89
WFCWELLS FARGO CO NEW
456,659$26.5T0.09%
90
VYMVANGUARD WHITEHALL FDS
186,952$22.6T0.07%
91
AMTAMERICAN TOWER CORP NEW
113,778$22.5T0.07%
92
SGSWEETGREEN INC
885,325$22.4T0.07%
93
XOMEXXON MOBIL CORP
188,359$21.9T0.07%
94
AWCAMERICAN WTR WKS CO INC NEW
176,315$21.6T0.07%
95
BSXBOSTON SCIENTIFIC CORP
311,930$21.4T0.07%
96
IBMINTERNATIONAL BUSINESS MACHS
111,452$21.3T0.07%
97
RECKITT BENCKISER GR
369,825$21.1T0.07%
98
METAMETA PLATFORMS INC
42,941$20.9T0.07%
99
UPSUNITED PARCEL SERVICE INC
139,021$20.7T0.07%
100
PEPPEPSICO INC
117,864$20.6T0.07%
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