FIRST MANHATTAN CO. LLC. Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$35.4B
Holdings
698
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (698 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | DISDISNEY WALT CO | 203,872 | $25.4B | 71.67% | |
| 102 | SNPSSYNOPSYS INC | 49,318 | $25.3B | 71.39% | |
| 103 | BUDANHEUSER BUSCH INBEV SA/NV | 354,870 | $24.4B | 68.86% | |
| 104 | VYMVANGUARD WHITEHALL FDS | 181,937 | $24.3B | 68.48% | |
| 105 | SOXXISHARES TR | 100,795 | $24.1B | 67.93% | |
| 106 | VHTVANGUARD WORLD FD | 92,019 | $22.9B | 64.52% | |
| 107 | NEENEXTERA ENERGY INC | 323,203 | $22.4B | 63.35% | |
| 108 | SPYSPDR S&P 500 ETF TR | 36,098 | $22.4B | 63.15% | |
| 109 | BAHBOOZ ALLEN HAMILTON HLDG COR | 211,830 | $22.1B | 62.28% | |
| 110 | DEIDOUGLAS EMMETT INC | 1,416,757 | $21.6B | 60.92% | |
| 111 | AWCAMERICAN WTR WKS CO INC NEW | 152,850 | $21.3B | 60.04% | |
| 112 | BXBLACKSTONE INC | 141,334 | $21.1B | 59.69% | |
| 113 | ARISUSDARIS WATER SOLUTIONS INC | 892,540 | $21.1B | 59.60% | |
| 114 | BXPBXP INC | 300,968 | $20.6B | 58.17% | |
| 115 | BSXBOSTON SCIENTIFIC CORP | 185,296 | $19.9B | 56.20% | |
| 116 | MLMMARTIN MARIETTA MATLS INC | 35,893 | $19.7B | 55.63% | |
| 117 | USBUS BANCORP DEL | 430,456 | $19.7B | 55.56% | |
| 118 | XOMEXXON MOBIL CORP | 180,887 | $19.5B | 55.06% | |
| 119 | HHHHOWARD HUGHES HOLDINGS INC | 287,533 | $19.4B | 54.80% | |
| 120 | GTESGATES INDL CORP PLC | 826,981 | $19.0B | 53.77% | |
| 121 | APHAMPHENOL CORP NEW | 192,518 | $19.0B | 53.77% | |
| 122 | COSTCOSTCO WHSL CORP NEW | 18,810 | $18.6B | 52.58% | |
| 123 | VBVANGUARD INDEX FDS | 77,997 | $18.5B | 52.36% | |
| 124 | MAMASTERCARD INCORPORATED | 32,633 | $18.3B | 51.78% | |
| 125 | ADPAUTOMATIC DATA PROCESSING IN | 58,412 | $18.1B | 51.12% | |
| 126 | AXSAXIS CAP HLDGS LTD | 173,290 | $18.1B | 51.01% | |
| 127 | QXOQXO INC | 831,041 | $17.9B | 50.54% | |
| 128 | DYHTARGET CORP | 173,264 | $17.1B | 48.26% | |
| 129 | PEPPEPSICO INC | 129,109 | $17.0B | 48.13% | |
| 130 | RRCRANGE RES CORP | 405,606 | $16.5B | 46.58% | |
| 131 | NVGSNAVIGATOR HLDGS LTD | 1,114,252 | $15.8B | 44.52% | |
| 132 | NOBLPROSHARES TR | 153,463 | $15.5B | 43.87% | |
| 133 | FTVFORTIVE CORP | 295,080 | $15.4B | 43.43% | |
| 134 | RPMRPM INTL INC | 137,033 | $15.1B | 42.50% | |
| 135 | 0J7QIAC INC | 399,416 | $14.9B | 42.11% | |
| 136 | WMTWALMART INC | 151,361 | $14.8B | 41.79% | |
| 137 | HDHOME DEPOT INC | 38,802 | $14.2B | 40.17% | |
| 138 | VEAVANGUARD TAX-MANAGED FDS | 248,571 | $14.2B | 40.01% | |
| 139 | CRWVCOREWEAVE INC | 83,500 | $13.6B | 38.44% | |
| 140 | CCKCROWN HLDGS INC | 131,355 | $13.5B | 38.19% | |
| 141 | NFLXNETFLIX INC | 10,036 | $13.4B | 37.95% | |
| 142 | COPCONOCOPHILLIPS | 147,954 | $13.3B | 37.49% | |
| 143 | EPDENTERPRISE PRODS PARTNERS L | 415,209 | $12.9B | 36.35% | |
| 144 | CMCCOMMERCIAL METALS CO | 253,423 | $12.4B | 35.13% | |
| 145 | AMALAMALGAMATED FINANCIAL CORP | 395,675 | $12.3B | 34.86% | |
| 146 | ABTABBOTT LABS | 90,476 | $12.3B | 34.75% | |
| 147 | MRKMERCK & CO INC | 148,028 | $11.8B | 33.42% | |
| 148 | NTRNUTRIEN LTD | 199,067 | $11.7B | 33.00% | |
| 149 | QSRRESTAURANT BRANDS INTL INC | 174,441 | $11.6B | 32.70% | |
| 150 | VBTXVERITEX HLDGS INC | 431,006 | $11.2B | 31.76% | |
| 151 | TRVTRAVELERS COMPANIES INC | 41,795 | $11.2B | 31.57% | |
| 152 | GRBKGREEN BRICK PARTNERS INC | 177,733 | $11.2B | 31.56% | |
| 153 | MSIMOTOROLA SOLUTIONS INC | 26,469 | $11.2B | 31.50% | |
| 154 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 47,725 | $10.8B | 30.60% | |
| 155 | IONQIONQ INC | 251,500 | $10.8B | 30.51% | |
| 156 | JEFJEFFERIES FINL GROUP INC | 197,031 | $10.8B | 30.43% | |
| 157 | GQ9SPDR GOLD TR | 34,899 | $10.6B | 30.04% | |
| 158 | RTXRTX CORPORATION | 72,212 | $10.5B | 29.77% | |
| 159 | KMXCARMAX INC | 155,814 | $10.5B | 29.57% | |
| 160 | VIOVVANGUARD ADMIRAL FDS INC | 122,225 | $10.5B | 29.53% | |
| 161 | TRSTRIMAS CORP | 362,087 | $10.4B | 29.25% | |
| 162 | AONAON PLC | 28,342 | $10.1B | 28.55% | |
| 163 | LBRDKLIBERTY BROADBAND CORP | 101,848 | $10.0B | 28.29% | |
| 164 | AJGGALLAGHER ARTHUR J & CO | 30,575 | $9.8B | 27.64% | |
| 165 | ETNEATON CORP PLC | 27,014 | $9.6B | 27.23% | |
| 166 | A4SAMERIPRISE FINL INC | 17,896 | $9.6B | 26.97% | |
| 167 | CBZCBIZ INC | 132,270 | $9.5B | 26.78% | |
| 168 | LLOEWS CORP | 102,186 | $9.4B | 26.45% | |
| 169 | TACTRANSALTA CORP | 863,232 | $9.4B | 26.41% | |
| 170 | AG8AGILENT TECHNOLOGIES INC | 79,197 | $9.3B | 26.39% | |
| 171 | PNCPNC FINL SVCS GROUP INC | 49,832 | $9.3B | 26.23% | |
| 172 | BEPBROOKFIELD RENEWABLE PARTNER | 361,697 | $9.2B | 26.05% | |
| 173 | ADTADT INC DEL | 1,076,725 | $9.2B | 25.92% | |
| 174 | KDKYNDRYL HLDGS INC | 211,451 | $8.9B | 25.05% | |
| 175 | BACBANK AMERICA CORP | 185,845 | $8.8B | 24.83% | |
| 176 | AERAERCAP HOLDINGS NV | 74,600 | $8.7B | 24.64% | |
| 177 | WFC 7.5 PERP LWELLS FARGO CO NEW | 7,395 | $8.7B | 24.52% | |
| 178 | YUMYUM BRANDS INC | 58,246 | $8.6B | 24.37% | |
| 179 | MSEXMIDDLESEX WTR CO | 159,153 | $8.6B | 24.35% | |
| 180 | NTRSNORTHERN TR CORP | 67,554 | $8.6B | 24.33% | |
| 181 | MSAMSA SAFETY INC | 50,331 | $8.4B | 23.81% | |
| 182 | TMHCTAYLOR MORRISON HOME CORP | 134,130 | $8.2B | 23.26% | |
| 183 | CWCOCONSOLIDATED WATER CO INC | 274,069 | $8.2B | 23.23% | |
| 184 | VWOVANGUARD INTL EQUITY INDEX F | 163,277 | $8.1B | 22.80% | |
| 185 | LVMUYLVMH MOET HENNESSY LOUIS VUITTON SA UNPSPONSORED ADR | 76,321 | $8.0B | 22.64% | |
| 186 | NDAQNASDAQ INC | 88,723 | $7.9B | 22.40% | |
| 187 | SRESEMPRA | 101,688 | $7.8B | 21.94% | |
| 188 | CLCOLGATE PALMOLIVE CO | 85,454 | $7.8B | 21.93% | |
| 189 | SRLNSSGA ACTIVE ETF TR | 182,725 | $7.6B | 21.46% | |
| 190 | FMCENORTHERN LTS FD TR IV | 277,066 | $7.3B | 20.69% | |
| 191 | BKLNINVESCO EXCH TRADED FD TR II | 350,000 | $7.3B | 20.67% | |
| 192 | NEMNEWMONT CORP | 124,600 | $7.3B | 20.50% | |
| 193 | 0HQKCBL & ASSOC PPTYS INC | 285,594 | $7.3B | 20.47% | |
| 194 | MTXMINERALS TECHNOLOGIES INC | 125,315 | $6.9B | 19.49% | |
| 195 | UPSUNITED PARCEL SERVICE INC | 67,818 | $6.8B | 19.33% | |
| 196 | PRPERMIAN RESOURCES CORP | 499,490 | $6.8B | 19.21% | |
| 197 | GILDGILEAD SCIENCES INC | 59,867 | $6.6B | 18.74% | |
| 198 | WHWYNDHAM HOTELS & RESORTS INC | 79,622 | $6.5B | 18.26% | |
| 199 | TMUST-MOBILE US INC | 26,894 | $6.4B | 18.09% | |
| 200 | CUCAAVIS BUDGET GROUP | 37,137 | $6.3B | 17.73% |