FIRST MANHATTAN CO. LLC. Q1 2024 Filing
Filed May 15, 2024
Portfolio Value
$30.9B
Holdings
1,417
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (1,417 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK-BBERKSHIRE HATHAWAY INC DEL | 15,312 | $9.7T | 31476.44% | |
| 2 | MSFTMICROSOFT CORP | 4,573,109 | $1.9T | 6234.01% | |
| 3 | AAPLAPPLE INC | 6,903,242 | $1.2T | 3835.57% | |
| 4 | KKRKKR & CO INC | 9,124,617 | $917.8B | 2973.64% | |
| 5 | GOOGALPHABET INC | 5,590,954 | $851.3B | 2758.26% | |
| 6 | UNHUNITEDHEALTH GROUP INC | 1,711,813 | $846.8B | 2743.85% | |
| 7 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,978,894 | $832.2B | 2696.33% | |
| 8 | AZOAUTOZONE INC | 256,230 | $807.5B | 2616.56% | |
| 9 | BNBROOKFIELD CORP | 17,833,751 | $746.7B | 2419.41% | |
| 10 | ORCLORACLE CORP | 5,408,092 | $679.3B | 2201.06% | |
| 11 | TMOTHERMO FISHER SCIENTIFIC INC | 913,517 | $530.9B | 1720.33% | |
| 12 | DHRDANAHER CORPORATION | 2,106,773 | $526.1B | 1704.69% | |
| 13 | LOWLOWES COS INC | 1,352,574 | $344.5B | 1116.36% | |
| 14 | NSRGYNESTLE S A | 3,198,192 | $339.7B | 1100.53% | |
| 15 | VVISA INC | 1,100,994 | $307.3B | 995.61% | |
| 16 | AVGOBROADCOM INC | 230,853 | $306.0B | 991.40% | |
| 17 | HONHONEYWELL INTL INC | 1,489,822 | $305.8B | 990.91% | |
| 18 | LINLINDE PLC | 626,465 | $290.9B | 942.49% | |
| 19 | GOOGLALPHABET INC | 1,882,984 | $284.2B | 920.84% | |
| 20 | SPGIS&P GLOBAL INC | 650,339 | $276.7B | 896.50% | |
| 21 | AMATAPPLIED MATLS INC | 1,283,570 | $264.7B | 857.70% | |
| 22 | ASMLASML HOLDING N V | 264,958 | $257.1B | 833.15% | |
| 23 | ACNACCENTURE PLC IRELAND | 727,188 | $252.1B | 816.73% | |
| 24 | TPLTEXAS PACIFIC LAND CORPORATI | 427,885 | $247.5B | 802.05% | |
| 25 | CPRTCOPART INC | 4,187,244 | $242.5B | 785.81% | |
| 26 | AMZNAMAZON COM INC | 1,336,854 | $241.1B | 781.33% | |
| 27 | ORLYOREILLY AUTOMOTIVE INC | 202,408 | $228.5B | 740.35% | |
| 28 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 1,499,524 | $222.7B | 721.46% | |
| 29 | VOOVANGUARD INDEX FDS | 457,284 | $219.8B | 712.29% | |
| 30 | KEYSKEYSIGHT TECHNOLOGIES INC | 1,277,362 | $199.8B | 647.23% | |
| 31 | CMCSACOMCAST CORP NEW | 4,450,968 | $192.9B | 625.18% | |
| 32 | MCDMCDONALDS CORP | 667,311 | $188.1B | 609.63% | |
| 33 | 4I1PHILIP MORRIS INTL INC | 1,895,376 | $173.7B | 562.67% | |
| 34 | MDLZMONDELEZ INTL INC | 2,438,279 | $170.7B | 553.04% | |
| 35 | ICEINTERCONTINENTAL EXCHANGE IN | 1,230,476 | $169.1B | 547.92% | |
| 36 | MKLMARKEL GROUP INC | 110,095 | $167.5B | 542.75% | |
| 37 | JNJJOHNSON & JOHNSON | 995,045 | $157.4B | 510.09% | |
| 38 | MARMARRIOTT INTL INC NEW | 611,147 | $154.2B | 499.62% | |
| 39 | ALLYALLY FINL INC | 3,529,931 | $143.3B | 464.24% | |
| 40 | NEENEXTERA ENERGY INC | 2,141,685 | $136.9B | 443.51% | |
| 41 | AXPAMERICAN EXPRESS CO | 549,044 | $125.0B | 405.06% | |
| 42 | AZPN1USDASPEN TECHNOLOGY INC | 569,316 | $121.4B | 393.43% | |
| 43 | MTCHMATCH GROUP INC NEW | 3,291,851 | $119.4B | 386.96% | |
| 44 | ABBVABBVIE INC | 641,503 | $116.8B | 378.51% | |
| 45 | NKENIKE INC | 1,192,434 | $112.1B | 363.10% | |
| 46 | CSWCSW INDUSTRIALS INC | 470,557 | $110.4B | 357.69% | |
| 47 | FTVFORTIVE CORP | 1,246,551 | $107.2B | 347.44% | |
| 48 | SCISERVICE CORP INTL | 1,260,985 | $93.6B | 303.22% | |
| 49 | FMCXNORTHERN LTS FD TR IV | 3,038,646 | $88.0B | 284.99% | |
| 50 | KOCOCA COLA CO | 1,395,945 | $85.4B | 276.73% | |
| 51 | COFCAPITAL ONE FINL CORP | 543,992 | $81.0B | 262.45% | |
| 52 | RSPINVESCO EXCHANGE TRADED FD T | 455,659 | $77.2B | 250.05% | |
| 53 | BALLBALL CORP | 1,081,530 | $72.9B | 236.05% | |
| 54 | BIPBROOKFIELD INFRAST PARTNERS | 2,321,018 | $72.4B | 234.71% | |
| 55 | SESEA LTD | 1,345,926 | $72.3B | 234.23% | |
| 56 | USBUS BANCORP DEL | 1,594,039 | $71.3B | 230.87% | |
| 57 | AIZASSURANT INC | 377,402 | $71.0B | 230.19% | |
| 58 | PDDPDD HOLDINGS INC | 600,642 | $69.8B | 226.24% | |
| 59 | NSYNICE LTD | 238,433 | $62.1B | 201.34% | |
| 60 | CRCCANADIAN NAT RES LTD | 776,604 | $59.3B | 192.05% | |
| 61 | BAMBROOKFIELD ASSET MANAGMT LTD | 1,407,638 | $59.1B | 191.65% | |
| 62 | ABGCENCORA INC | 243,034 | $59.1B | 191.34% | |
| 63 | VLTOVERALTO CORP | 560,105 | $49.7B | 160.90% | |
| 64 | IQVIQVIA HLDGS INC | 192,577 | $48.7B | 157.80% | |
| 65 | JPMJPMORGAN CHASE & CO | 240,757 | $48.2B | 156.26% | |
| 66 | NVDANVIDIA CORPORATION | 48,985 | $44.3B | 143.43% | |
| 67 | MCOMOODYS CORP | 111,899 | $44.0B | 142.50% | |
| 68 | LLYELI LILLY & CO | 53,462 | $41.6B | 134.82% | |
| 69 | ENBENBRIDGE INC | 1,144,881 | $41.4B | 134.21% | |
| 70 | PGPROCTER AND GAMBLE CO | 254,171 | $41.2B | 133.62% | |
| 71 | INGRINGREDION INC | 351,510 | $41.1B | 133.08% | |
| 72 | DEODIAGEO PLC | 272,746 | $40.6B | 131.45% | |
| 73 | HLTHILTON WORLDWIDE HLDGS INC | 177,924 | $38.0B | 122.99% | |
| 74 | DISDISNEY WALT CO | 303,075 | $37.1B | 120.16% | |
| 75 | AMGNAMGEN INC | 119,482 | $34.0B | 110.07% | |
| 76 | GGGGRACO INC | 362,223 | $33.9B | 109.69% | |
| 77 | SYKSTRYKER CORPORATION | 94,345 | $33.8B | 109.40% | |
| 78 | SCHWSCHWAB CHARLES CORP | 449,794 | $32.5B | 105.43% | |
| 79 | SNASNAP ON INC | 108,665 | $32.2B | 104.30% | |
| 80 | VIGVANGUARD SPECIALIZED FUNDS | 155,732 | $28.4B | 92.14% | |
| 81 | CHTRCHARTER COMMUNICATIONS INC N | 97,592 | $28.4B | 91.90% | |
| 82 | BUDANHEUSER BUSCH INBEV SA/NV | 460,763 | $28.0B | 90.74% | |
| 83 | VOVANGUARD INDEX FDS | 112,011 | $28.0B | 90.68% | |
| 84 | XIFRNEXTERA ENERGY PARTNERS LP | 927,120 | $27.9B | 90.36% | |
| 85 | MRKMERCK & CO INC | 208,081 | $27.5B | 88.99% | |
| 86 | SBUXSTARBUCKS CORP | 299,712 | $27.4B | 88.76% | |
| 87 | 0J7QIAC INC | 502,533 | $26.8B | 86.85% | |
| 88 | VHTVANGUARD WORLD FD | 98,548 | $26.7B | 86.39% | |
| 89 | WFCWELLS FARGO CO NEW | 456,659 | $26.5B | 85.76% | |
| 90 | VYMVANGUARD WHITEHALL FDS | 186,952 | $22.6B | 73.29% | |
| 91 | AMTAMERICAN TOWER CORP NEW | 113,778 | $22.5B | 72.84% | |
| 92 | SGSWEETGREEN INC | 885,325 | $22.4B | 72.46% | |
| 93 | XOMEXXON MOBIL CORP | 188,359 | $21.9B | 70.95% | |
| 94 | AWCAMERICAN WTR WKS CO INC NEW | 176,315 | $21.6B | 69.84% | |
| 95 | BSXBOSTON SCIENTIFIC CORP | 311,930 | $21.4B | 69.22% | |
| 96 | IBMINTERNATIONAL BUSINESS MACHS | 111,452 | $21.3B | 68.97% | |
| 97 | —RECKITT BENCKISER GR | 369,825 | $21.1B | 68.44% | |
| 98 | METAMETA PLATFORMS INC | 42,941 | $20.9B | 67.56% | |
| 99 | UPSUNITED PARCEL SERVICE INC | 139,021 | $20.7B | 66.98% | |
| 100 | PEPPEPSICO INC | 117,864 | $20.6B | 66.87% |
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