FIRST MANHATTAN CO. LLC. Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$34.3B
Holdings
678
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (678 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK-BBERKSHIRE HATHAWAY INC DEL | 14,253 | $11.4T | 33199.47% | |
| 2 | MSFTMICROSOFT CORP | 4,477,461 | $1.7T | 4903.39% | |
| 3 | AAPLAPPLE INC | 6,291,537 | $1.4T | 4077.05% | |
| 4 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,932,962 | $1.0T | 3003.24% | |
| 5 | AZOAUTOZONE INC | 256,411 | $977.6B | 2852.07% | |
| 6 | KKRKKR & CO INC | 8,342,388 | $964.5B | 2813.63% | |
| 7 | BNBROOKFIELD CORP | 16,732,379 | $875.7B | 2554.67% | |
| 8 | GOOGALPHABET INC | 5,362,521 | $837.8B | 2444.08% | |
| 9 | ORCLORACLE CORP | 4,908,228 | $686.2B | 2001.91% | |
| 10 | UNHUNITEDHEALTH GROUP INC | 1,145,481 | $599.9B | 1750.22% | |
| 11 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 2,397,679 | $496.9B | 1449.66% | |
| 12 | TMOTHERMO FISHER SCIENTIFIC INC | 948,563 | $472.4B | 1378.02% | |
| 13 | ASMLASML HOLDING N V | 708,062 | $469.2B | 1368.75% | |
| 14 | VVISA INC | 1,299,273 | $455.3B | 1328.37% | |
| 15 | AMATAPPLIED MATLS INC | 3,088,624 | $448.2B | 1307.60% | |
| 16 | TPLTEXAS PACIFIC LAND CORPORATI | 337,922 | $447.7B | 1306.20% | |
| 17 | CRMSALESFORCE INC | 1,541,014 | $413.5B | 1206.44% | |
| 18 | DHRDANAHER CORPORATION | 1,933,460 | $396.9B | 1157.96% | |
| 19 | AVGOBROADCOM INC | 2,290,528 | $383.5B | 1118.80% | |
| 20 | LOWLOWES COS INC | 1,407,893 | $328.4B | 957.93% | |
| 21 | HONHONEYWELL INTL INC | 1,512,388 | $320.2B | 934.26% | |
| 22 | SPGIS&P GLOBAL INC | 608,082 | $309.0B | 901.35% | |
| 23 | LINLINDE PLC | 651,875 | $303.5B | 885.52% | |
| 24 | GOOGLALPHABET INC | 1,931,548 | $298.7B | 871.38% | |
| 25 | 4I1PHILIP MORRIS INTL INC | 1,867,724 | $298.6B | 870.97% | |
| 26 | AMZNAMAZON COM INC | 1,340,008 | $254.9B | 743.77% | |
| 27 | ORLYOREILLY AUTOMOTIVE INC | 175,342 | $251.2B | 732.80% | |
| 28 | VOOVANGUARD INDEX FDS | 459,989 | $236.4B | 689.63% | |
| 29 | CPRTCOPART INC | 3,912,346 | $221.4B | 645.89% | |
| 30 | —LVMH MOET HENNESSY LOUIS VUITTON | 328,422 | $202.9B | 591.97% | |
| 31 | LBLANDBRIDGE COMPANY LLC | 2,798,207 | $201.3B | 587.26% | |
| 32 | NVDANVIDIA CORPORATION | 1,834,459 | $198.8B | 580.06% | |
| 33 | ICEINTERCONTINENTAL EXCHANGE IN | 1,151,974 | $198.7B | 579.71% | |
| 34 | ACNACCENTURE PLC IRELAND | 627,944 | $195.9B | 571.63% | |
| 35 | MCDMCDONALDS CORP | 620,737 | $193.9B | 565.66% | |
| 36 | MDLZMONDELEZ INTL INC | 2,396,937 | $163.8B | 477.71% | |
| 37 | ALLYALLY FINL INC | 4,258,760 | $155.3B | 453.11% | |
| 38 | AXPAMERICAN EXPRESS CO | 518,837 | $139.6B | 407.24% | |
| 39 | JNJJOHNSON & JOHNSON | 788,791 | $130.8B | 381.62% | |
| 40 | MARMARRIOTT INTL INC NEW | 549,089 | $130.8B | 381.56% | |
| 41 | ABBVABBVIE INC | 618,259 | $129.5B | 377.90% | |
| 42 | CMCSACOMCAST CORP NEW | 3,504,503 | $129.3B | 377.25% | |
| 43 | UNPUNION PAC CORP | 498,430 | $117.7B | 343.51% | |
| 44 | MTCHMATCH GROUP INC NEW | 3,473,359 | $108.4B | 316.14% | |
| 45 | FTVFORTIVE CORP | 1,368,940 | $100.2B | 292.25% | |
| 46 | KNSLKINSALE CAP GROUP INC | 201,272 | $98.0B | 285.78% | |
| 47 | SCISERVICE CORP INTL | 1,205,881 | $96.7B | 282.14% | |
| 48 | COFCAPITAL ONE FINL CORP | 518,723 | $93.0B | 271.33% | |
| 49 | FMCXNORTHERN LTS FD TR IV | 3,054,180 | $90.9B | 265.18% | |
| 50 | NSRGYNESTLE SA | 892,482 | $90.3B | 263.41% | |
| 51 | NSYNICE LTD | 582,559 | $89.8B | 262.01% | |
| 52 | RSPINVESCO EXCHANGE TRADED FD T | 502,611 | $87.1B | 254.00% | |
| 53 | BALLBALL CORP | 1,653,305 | $86.1B | 251.14% | |
| 54 | KEYSKEYSIGHT TECHNOLOGIES INC | 570,648 | $85.5B | 249.33% | |
| 55 | CSWCSW INDUSTRIALS INC | 286,055 | $83.4B | 243.28% | |
| 56 | AIZASSURANT INC | 380,784 | $79.9B | 233.00% | |
| 57 | ABGCENCORA INC | 276,478 | $76.9B | 224.30% | |
| 58 | JPMJPMORGAN CHASE & CO. | 302,296 | $74.2B | 216.33% | |
| 59 | METAMETA PLATFORMS INC | 121,343 | $69.9B | 204.03% | |
| 60 | GEVGE VERNOVA INC | 228,283 | $69.7B | 203.31% | |
| 61 | KOCOCA COLA CO | 951,457 | $68.6B | 200.19% | |
| 62 | VRTVERTIV HOLDINGS CO | 918,021 | $66.3B | 193.36% | |
| 63 | BAMBROOKFIELD ASSET MANAGMT LTD | 1,211,977 | $58.7B | 171.15% | |
| 64 | BIPBROOKFIELD INFRAST PARTNERS | 1,935,136 | $57.7B | 168.18% | |
| 65 | NKENIKE INC | 849,446 | $54.2B | 158.20% | |
| 66 | USBUS BANCORP DEL | 1,162,207 | $49.6B | 144.80% | |
| 67 | VLTOVERALTO CORP | 507,463 | $49.5B | 144.42% | |
| 68 | AMTAMERICAN TOWER CORP NEW | 219,514 | $47.8B | 139.35% | |
| 69 | MKLMARKEL GROUP INC | 25,369 | $47.4B | 138.37% | |
| 70 | CBCHUBB LIMITED | 155,359 | $47.0B | 137.26% | |
| 71 | LLYELI LILLY & CO | 55,817 | $46.1B | 134.49% | |
| 72 | MCOMOODYS CORP | 95,177 | $44.3B | 129.30% | |
| 73 | SBUXSTARBUCKS CORP | 446,294 | $43.8B | 127.71% | |
| 74 | CRCCANADIAN NAT RES LTD | 1,395,152 | $43.5B | 127.01% | |
| 75 | PGPROCTER AND GAMBLE CO | 245,867 | $41.9B | 122.24% | |
| 76 | IQVIQVIA HLDGS INC | 233,412 | $41.2B | 120.05% | |
| 77 | INGRINGREDION INC | 295,556 | $40.0B | 116.58% | |
| 78 | BLBLACKLINE INC | 815,975 | $39.5B | 115.26% | |
| 79 | GEGE AEROSPACE | 186,580 | $37.4B | 109.11% | |
| 80 | ENBENBRIDGE INC | 842,067 | $37.3B | 108.72% | |
| 81 | SCHWSCHWAB CHARLES CORP | 461,397 | $36.1B | 105.37% | |
| 82 | HLTHILTON WORLDWIDE HLDGS INC | 151,915 | $34.6B | 100.85% | |
| 83 | TMCTMC THE METALS COMPANY INC | 18,587,785 | $32.0B | 93.27% | |
| 84 | AMGNAMGEN INC | 98,336 | $30.6B | 89.38% | |
| 85 | CHTRCHARTER COMMUNICATIONS INC N | 82,115 | $30.3B | 88.28% | |
| 86 | VIGVANGUARD SPECIALIZED FUNDS | 149,269 | $29.0B | 84.48% | |
| 87 | CNCCENTENE CORP DEL | 474,879 | $28.8B | 84.11% | |
| 88 | DEODIAGEO PLC | 270,800 | $28.8B | 83.98% | |
| 89 | SNASNAP ON INC | 85,386 | $28.8B | 83.95% | |
| 90 | VOVANGUARD INDEX FDS | 110,126 | $28.5B | 83.09% | |
| 91 | BABOEING CO | 165,876 | $28.3B | 82.53% | |
| 92 | BUDANHEUSER BUSCH INBEV SA/NV | 437,077 | $26.9B | 78.49% | |
| 93 | IBMINTERNATIONAL BUSINESS MACHS | 107,462 | $26.7B | 77.95% | |
| 94 | GGGGRACO INC | 318,731 | $26.6B | 77.65% | |
| 95 | WFCWELLS FARGO CO NEW | 362,594 | $26.0B | 75.94% | |
| 96 | DISDISNEY WALT CO | 255,660 | $25.2B | 73.61% | |
| 97 | SYKSTRYKER CORPORATION | 67,268 | $25.1B | 73.22% | |
| 98 | VHTVANGUARD WORLD FD | 92,057 | $24.4B | 71.10% | |
| 99 | VYMVANGUARD WHITEHALL FDS | 181,937 | $23.5B | 68.45% | |
| 100 | AWCAMERICAN WTR WKS CO INC NEW | 158,592 | $23.4B | 68.25% |
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