FIRST MANHATTAN CO. LLC. Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$34.3T

Holdings

678

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (678 positions)

#StockSharesValue% PortfolioType
101
NEENEXTERA ENERGY INC
328,896$23.3B0.07%
102
INTCINTEL CORP
1,012,228$23.0B0.07%
103
XOMEXXON MOBIL CORP
186,369$22.2B0.06%
104
PEPPEPSICO INC
144,720$21.7B0.06%
105
DWDMORGAN STANLEY
185,651$21.7B0.06%
106
HHHHOWARD HUGHES HOLDINGS INC
267,978$19.9B0.06%
107
UBERUBER TECHNOLOGIES INC
270,700$19.7B0.06%
108
DEIDOUGLAS EMMETT INC
1,203,908$19.5B0.06%
109
BXBLACKSTONE INC
137,089$19.2B0.06%
110
SOXXISHARES TR
101,375$19.1B0.06%
111
AXSAXIS CAP HLDGS LTD
188,064$18.9B0.06%
112
BSXBOSTON SCIENTIFIC CORP
187,272$18.9B0.06%
113
ADPAUTOMATIC DATA PROCESSING IN
60,274$18.5B0.05%
114
COSTCOSTCO WHSL CORP NEW
18,884$17.9B0.05%
115
RPMRPM INTL INC
154,148$17.8B0.05%
116
0J7QIAC INC
378,786$17.4B0.05%
117
ARISUSDARIS WATER SOLUTIONS INC
540,370$17.3B0.05%
118
SPYSPDR S&P 500 ETF TR
30,843$17.3B0.05%
119
MLMMARTIN MARIETTA MATLS INC
35,595$17.0B0.05%
120
RRCRANGE RES CORP
413,570$16.5B0.05%
121
MRKMERCK & CO INC
176,732$16.0B0.05%
122
NOBLPROSHARES TR
153,463$15.8B0.05%
123
GTESGATES INDL CORP PLC
855,186$15.7B0.05%
124
VBVANGUARD INDEX FDS
68,210$15.1B0.04%
125
COPCONOCOPHILLIPS
136,582$14.3B0.04%
126
EPDENTERPRISE PRODS PARTNERS L
405,148$13.8B0.04%
127
NVGSNAVIGATOR HLDGS LTD
1,011,146$13.5B0.04%
128
MAMASTERCARD INCORPORATED
24,196$13.3B0.04%
129
BXPBXP INC
187,085$12.8B0.04%
130
CMCCOMMERCIAL METALS CO
272,431$12.6B0.04%
131
MSIMOTOROLA SOLUTIONS INC
28,647$12.6B0.04%
132
WMTWALMART INC
142,734$12.6B0.04%
133
KMXCARMAX INC
157,979$12.3B0.04%
134
HDHOME DEPOT INC
33,583$12.3B0.04%
135
APHAMPHENOL CORP NEW
186,518$12.3B0.04%
136
AMALAMALGAMATED FINANCIAL CORP
423,675$12.2B0.04%
137
CCKCROWN HLDGS INC
130,314$11.7B0.03%
138
JEFJEFFERIES FINL GROUP INC
216,959$11.6B0.03%
139
VEAVANGUARD TAX-MANAGED FDS
225,233$11.4B0.03%
140
AONAON PLC
28,581$11.4B0.03%
141
NTRNUTRIEN LTD
225,931$11.3B0.03%
142
TRVTRAVELERS COMPANIES INC
41,685$11.0B0.03%
143
MSEXMIDDLESEX WTR CO
169,788$10.9B0.03%
144
CBZCBIZ INC
143,305$10.9B0.03%
145
VBTXVERITEX HLDGS INC
430,183$10.7B0.03%
146
BEPBROOKFIELD RENEWABLE PARTNER
481,978$10.7B0.03%
147
AJGGALLAGHER ARTHUR J & CO
30,926$10.7B0.03%
148
ABTABBOTT LABS
79,200$10.5B0.03%
149
GRBKGREEN BRICK PARTNERS INC
178,143$10.4B0.03%
150
VIOVVANGUARD ADMIRAL FDS INC
123,416$10.4B0.03%
151
LLOEWS CORP
110,071$10.1B0.03%
152
PFEPFIZER INC
389,734$9.9B0.03%
153
GQ9SPDR GOLD TR
33,850$9.8B0.03%
154
CALCALERES INC
560,343$9.7B0.03%
155
RTXRTX CORPORATION
72,792$9.6B0.03%
156
AG8AGILENT TECHNOLOGIES INC
79,375$9.3B0.03%
157
WFC 7.5 PERP LWELLS FARGO CO NEW
7,685$9.2B0.03%
158
MTXMINERALS TECHNOLOGIES INC
144,773$9.2B0.03%
159
YUMYUM BRANDS INC
58,190$9.2B0.03%
160
PNCPNC FINL SVCS GROUP INC
51,078$9.0B0.03%
161
A4SAMERIPRISE FINL INC
18,308$8.9B0.03%
162
ADTADT INC DEL
1,075,055$8.8B0.03%
163
LVMUYLVMH MOET HENNESSY LOUIS VUITTON SA UNPSPONSORED ADR
70,836$8.8B0.03%
164
LBRDKLIBERTY BROADBAND CORP
102,241$8.7B0.03%
165
SRLNSSGA ACTIVE ETF TR
208,650$8.6B0.03%
166
TRSTRIMAS CORP
365,637$8.6B0.02%
167
UPSUNITED PARCEL SERVICE INC
75,892$8.3B0.02%
168
TACTRANSALTA CORP
881,682$8.3B0.02%
169
TMHCTAYLOR MORRISON HOME CORP
134,065$8.0B0.02%
170
CLCOLGATE PALMOLIVE CO
85,133$8.0B0.02%
171
AERAERCAP HOLDINGS NV
74,679$7.7B0.02%
172
SRESEMPRA
104,964$7.6B0.02%
173
MSAMSA SAFETY INC
51,075$7.5B0.02%
174
SNYSANOFI
132,904$7.4B0.02%
175
BKLNINVESCO EXCH TRADED FD TR II
350,000$7.2B0.02%
176
CWCOCONSOLIDATED WATER CO INC
294,466$7.2B0.02%
177
DYHTARGET CORP
68,541$7.2B0.02%
178
TMUST-MOBILE US INC
26,705$7.1B0.02%
179
PRPERMIAN RESOURCES CORP
510,090$7.1B0.02%
180
WHWYNDHAM HOTELS & RESORTS INC
77,557$7.0B0.02%
181
SIRISIRIUSXM HOLDINGS INC
311,226$7.0B0.02%
182
CVXCHEVRON CORP NEW
41,564$7.0B0.02%
183
NDAQNASDAQ INC
90,969$6.9B0.02%
184
S9QSPIRIT AEROSYSTEMS HLDGS INC
198,689$6.8B0.02%
185
NTRSNORTHERN TR CORP
68,614$6.8B0.02%
186
GILDGILEAD SCIENCES INC
58,045$6.5B0.02%
187
AEEAMEREN CORP
63,942$6.4B0.02%
188
CSWCCAPITAL SOUTHWEST CORP
287,136$6.4B0.02%
189
NINISOURCE INC
159,335$6.4B0.02%
190
GSGOLDMAN SACHS GROUP INC
11,503$6.3B0.02%
191
EVRGEVERGY INC
90,519$6.2B0.02%
192
MRBKMERIDIAN CORPORATION
432,071$6.2B0.02%
193
SGSWEETGREEN INC
245,330$6.1B0.02%
194
WTRGESSENTIAL UTILS INC
154,621$6.1B0.02%
195
BACBANK AMERICA CORP
145,807$6.1B0.02%
196
FMCENORTHERN LTS FD TR IV
240,956$6.0B0.02%
197
NEMNEWMONT CORP
124,600$6.0B0.02%
198
ETNEATON CORP PLC
22,013$6.0B0.02%
199
KDKYNDRYL HLDGS INC
189,606$6.0B0.02%
200
MRSHMARSH & MCLENNAN COS INC
24,252$5.9B0.02%
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