FIRST MANHATTAN CO. LLC. Q2 2019 Filing
Filed August 16, 2019
Portfolio Value
$18.0B
Holdings
1,415
Report Date
Q2 2019
Filing Type
13F-HR
All Holdings (1,415 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK-BBERKSHIRE HATHAWAY | 14,270 | $4.5T | 25219.86% | |
| 2 | MSFTMICROSOFT CORP | 5,813,184 | $778.7B | 4323.18% | |
| 3 | BAMBROOKFIELD ASSET MGT | 13,518,387 | $645.9B | 3585.79% | |
| 4 | AAPLAPPLE INC | 2,979,853 | $589.8B | 3274.15% | |
| 5 | BRK/BBERKSHIRE HATHAWAY | 2,398,282 | $511.2B | 2838.18% | |
| 6 | NSRGYNESTLE S A | 4,337,643 | $448.5B | 2489.94% | |
| 7 | DHRDANAHER CORP | 2,512,696 | $359.1B | 1993.64% | |
| 8 | JNJJOHNSON & JOHNSON | 2,266,528 | $315.7B | 1752.53% | |
| 9 | IACIEURIAC INTERACTIVECORP | 1,383,359 | $300.9B | 1670.58% | |
| 10 | HONHONEYWELL INTL INC | 1,674,712 | $292.4B | 1623.21% | |
| 11 | GOOGALPHABET INC | 265,738 | $287.2B | 1594.62% | |
| 12 | ORCLORACLE CORP | 3,985,574 | $227.1B | 1260.52% | |
| 13 | SCISERVICE CORP INTL | 4,509,121 | $210.9B | 1171.02% | |
| 14 | DNKNDUNKIN BRANDS GR | 2,540,684 | $202.4B | 1123.58% | |
| 15 | AZOAUTOZONE INC | 179,397 | $197.2B | 1094.99% | |
| 16 | MDLZMONDELEZ INTL INC | 3,409,355 | $183.8B | 1020.17% | |
| 17 | PFEPFIZER INC | 4,078,440 | $176.7B | 980.84% | |
| 18 | TMOTHERMO FISHER SCI | 568,205 | $166.9B | 926.39% | |
| 19 | IAA-WUSDIAA INC | 4,183,347 | $162.2B | 900.63% | |
| 20 | WBC1EURWABCO HOLDINGS | 1,221,661 | $162.0B | 899.31% | |
| 21 | ACNACCENTURE PLC | 863,828 | $159.6B | 886.08% | |
| 22 | KKRKKR & CO INC | 6,308,286 | $159.4B | 884.97% | |
| 23 | —RECKITT BENCKISER GR | 1,951,426 | $154.9B | 860.01% | |
| 24 | 4I1PHILIP MORRIS INTL | 1,800,939 | $141.4B | 785.14% | |
| 25 | ICEINTER CONTINENTAL EX | 1,645,420 | $141.4B | 785.03% | |
| 26 | CMCSACOMCAST CORP | 3,300,041 | $139.5B | 774.58% | |
| 27 | WFCWELLS FARGO & CO | 2,931,241 | $138.7B | 770.03% | |
| 28 | GILDGILEAD SCIENCES INC | 1,986,163 | $134.2B | 744.93% | |
| 29 | ULTAULTA BEAUTY INC | 368,990 | $128.0B | 710.59% | |
| 30 | AXPAMERICAN EXPRESS CO | 995,967 | $122.9B | 682.52% | |
| 31 | TPLUSDTEXAS PAC LD TR | 155,113 | $122.1B | 677.69% | |
| 32 | KOCOCA-COLA CO | 2,348,779 | $119.6B | 663.96% | |
| 33 | CRCCDN NATURAL RES | 3,934,237 | $106.1B | 589.05% | |
| 34 | ALLYALLY FINL INC | 3,382,382 | $104.8B | 581.91% | |
| 35 | LSXMKUSDLIBERTY SIRIUS GROUP | 2,728,108 | $103.6B | 575.21% | |
| 36 | PYPLPAYPAL HLDGS INC | 888,973 | $101.8B | 564.88% | |
| 37 | OPLNKAR AUCTION SERVIC | 3,974,262 | $99.4B | 551.58% | |
| 38 | ARMKARAMARK | 2,568,931 | $92.6B | 514.27% | |
| 39 | COFCAPITAL ONE FINL CO | 960,854 | $87.2B | 484.03% | |
| 40 | GOOGLALPHABET INC | 79,209 | $85.8B | 476.14% | |
| 41 | UNHUNITEDHEALTH GRP INC | 347,588 | $84.8B | 470.85% | |
| 42 | ENBENBRIDGE INC | 2,329,715 | $84.1B | 466.64% | |
| 43 | UTXZUNITED TECHNOLOGIES | 640,398 | $83.4B | 462.89% | |
| 44 | BIPBROOKFIELD INFR PRTR | 1,917,856 | $82.4B | 457.18% | |
| 45 | ARWRARROWHEAD PHARMACEUT | 3,079,825 | $81.6B | 453.09% | |
| 46 | —CBS CORPORATION | 1,619,641 | $80.8B | 448.68% | |
| 47 | VVISA INC | 435,184 | $75.5B | 419.29% | |
| 48 | FTVFORTIVE CORPORATION | 884,106 | $72.1B | 400.11% | |
| 49 | MTDMETTLER TOLEDO INTL | 85,238 | $71.6B | 397.49% | |
| 50 | LYBLYONDELLBASELL INDUS | 807,173 | $69.5B | 385.95% | |
| 51 | UNPUNION PAC CORP | 404,141 | $68.3B | 379.41% | |
| 52 | USBUS BANCORP DEL | 1,299,688 | $68.1B | 378.08% | |
| 53 | CBCHUBB LIMITED | 406,267 | $59.8B | 332.20% | |
| 54 | DISWALT DISNEY CO | 423,136 | $59.1B | 328.02% | |
| 55 | RHIROBERT HALF INTL INC | 1,014,954 | $57.9B | 321.22% | |
| 56 | AEEAMEREN CORPORATION | 722,926 | $54.3B | 301.44% | |
| 57 | MCDMCDONALDS CORP | 252,623 | $52.5B | 291.23% | |
| 58 | TRVCCITIGROUP INC | 745,309 | $52.2B | 289.76% | |
| 59 | ENTAENANTA PHARMACEUTI | 617,771 | $52.1B | 289.39% | |
| 60 | LENLENNAR CORP | 1,070,420 | $51.9B | 287.97% | |
| 61 | DISCKUSDDISCOVERY INC | 1,694,743 | $48.2B | 267.67% | |
| 62 | COPCONOCOPHILLIPS | 770,540 | $47.0B | 260.93% | |
| 63 | IBMINTL BUSINESS MCHN | 339,304 | $46.8B | 259.76% | |
| 64 | CSWCSW INDUSTRIALS IN | 674,851 | $46.0B | 255.32% | |
| 65 | AMGNAMGEN INC | 231,821 | $42.7B | 237.16% | |
| 66 | JPMJPMORGAN CHASE & CO | 381,427 | $42.6B | 236.73% | |
| 67 | —RA PHARMACEUTICALS | 1,416,524 | $42.6B | 236.46% | |
| 68 | CARAEURCARA THERAPEUTICS | 1,938,188 | $41.7B | 231.34% | |
| 69 | —BROOKFIELD PROPERTY | 2,196,527 | $41.6B | 230.86% | |
| 70 | BRXBRIXMOR PROPERTY G | 2,292,405 | $41.0B | 227.55% | |
| 71 | ORIOLD REP INTL CORP | 1,742,562 | $39.0B | 216.50% | |
| 72 | PGPROCTER & GAMBLE CO | 346,680 | $38.0B | 211.03% | |
| 73 | WPWORLDPAY INC | 301,392 | $36.9B | 205.05% | |
| 74 | INGRINGREDION INCORPRTD | 441,559 | $36.4B | 202.21% | |
| 75 | SPGIS&P GLOBAL INC | 159,010 | $36.2B | 201.08% | |
| 76 | BACVERIZON COMMUNICATIO | 620,430 | $35.4B | 196.77% | |
| 77 | FDXFEDEX CORP | 212,481 | $34.9B | 193.68% | |
| 78 | RTN1USDRAYTHEON | 195,021 | $33.9B | 188.25% | |
| 79 | GNWGENWORTH FINANCIAL | 9,006,318 | $33.4B | 185.49% | |
| 80 | MCOMOODYS CORP | 169,311 | $33.1B | 183.58% | |
| 81 | DHID R HORTON INC | 762,701 | $32.9B | 182.62% | |
| 82 | TRSTRIMAS CORP | 1,045,069 | $32.4B | 179.68% | |
| 83 | GTESGATES INDL CORP PL | 2,747,445 | $31.3B | 174.03% | |
| 84 | ZBHZIMMER BIOMET HLDS | 264,089 | $31.1B | 172.61% | |
| 85 | XOMEXXON MOBIL CORP | 397,828 | $30.5B | 169.24% | |
| 86 | S9QSPIRIT AEROSYSTEMS | 372,315 | $30.3B | 168.18% | |
| 87 | LBRDKLIBERTY BROADBAND CORP | 285,629 | $29.8B | 165.26% | |
| 88 | SYKSTRYKER CORP | 141,182 | $29.0B | 161.13% | |
| 89 | VYMVANGUARD WHITEHALL F | 325,302 | $28.4B | 157.80% | |
| 90 | BUDANHEUSER BUSCH INBEV | 318,548 | $28.2B | 156.52% | |
| 91 | AIGAMERN INTL GROUP INC | 527,385 | $28.1B | 155.99% | |
| 92 | OMCOMNICOM GROUP INC | 328,966 | $27.0B | 149.66% | |
| 93 | MOMOUSDMOMO INC | 748,594 | $26.8B | 148.78% | |
| 94 | AWCAMERICAN WTR WKS CO | 227,596 | $26.4B | 146.57% | |
| 95 | SNASNAP-ON INC | 158,185 | $26.2B | 145.46% | |
| 96 | CMECME GROUP INC | 133,078 | $25.8B | 143.40% | |
| 97 | GGGGRACO INC | 501,249 | $25.2B | 139.64% | |
| 98 | CSCOCISCO SYSTEMS INC | 447,565 | $24.5B | 135.99% | |
| 99 | BSFAANI PHARMACEUTICALS | 294,852 | $24.2B | 134.55% | |
| 100 | ORLYO'REILLY AUTOMOTIVE | 65,494 | $24.2B | 134.28% |
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