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)

StockValue
PNRPENTAIR PLC
$581.1M
XLUSELECT SECTOR SPDR TR
$578.6M
BA 6 10/15/27BOEING CO
$574.3M
FSEAFIRST SEACOAST BANCORP INC
$569.5M
STESTERIS PLC
$569.3M
IMCVISHARES TR
$565.1M
SCHXSCHWAB STRATEGIC TR
$564.7M
GWWGRAINGER W W INC
$561.7M
TTTRANE TECHNOLOGIES PLC
$555.9M
APGAPI GROUP CORP
$554.8M
CSGPCOSTAR GROUP INC
$550.5M
GDGENERAL DYNAMICS CORP
$550.4M
TRUPTRUPANION INC
$549.6M
FPHFIVE POINT HOLDINGS LLC
$545.3M
FISVFISERV INC
$544.8M
PFFISHARES TR
$544.4M
MCKMCKESSON CORP
$536.2M
HTHHILLTOP HOLDINGS INC
$531.1M
AKRACADIA RLTY TR
$530.6M
VCSHVANGUARD SCOTTSDALE FDS
$528.8M
LVLNSPDR SERIES TRUST
$528.6M
DGROISHARES TR
$528.1M
GEHCGE HEALTHCARE TECHNOLOGIES I
$525.2M
YORWYORK WTR CO
$521.8M
PEOEXELON CORP
$520.7M
BWXTBWX TECHNOLOGIES INC
$518.6M
OPBKOP BANCORP
$517.1M
LARKLANDMARK BANCORP INC
$515.6M
IGROISHARES TR
$512.8M
PLTRPALANTIR TECHNOLOGIES INC
$511.9M
AZNASTRAZENECA PLC
$511.2M
BDXBECTON DICKINSON & CO
$510.9M
VBKVANGUARD INDEX FDS
$507.0M
EBMTEAGLE BANCORP MONT INC
$504.0M
NVONOVO-NORDISK A S
$503.8M
EFXEQUIFAX INC
$499.8M
TRITHOMSON REUTERS CORP
$496.8M
ESGRENSTAR GROUP LIMITED
$491.4M
SPESPECIAL OPPORTUNITIES FD INC
$488.1M
IDXXIDEXX LABS INC
$485.4M
CLXCLOROX CO DEL
$485.1M
VGTVANGUARD WORLD FD
$480.2M
FCXFREEPORT-MCMORAN INC
$479.2M
BEEPMOBILE INFRASTRUCTURE CORP
$477.2M
IWBISHARES TR
$476.8M
EWLISHARES INC
$476.6M
CPNGCOUPANG INC
$473.4M
ALAIR LEASE CORP
$469.7M
DFAXDIMENSIONAL ETF TRUST
$468.5M
SCHFSCHWAB STRATEGIC TR
$468.5M
MGYRMAGYAR BANCORP INC
$467.0M
URIUNITED RENTALS INC
$462.9M
BKUBANKUNITED INC
$462.7M
PRCSPARNASSUS INCOME FDS
$461.9M
VNQVANGUARD INDEX FDS
$460.4M
PRIMPRIMORIS SVCS CORP
$452.5M
DHID R HORTON INC
$448.1M
IGSBISHARES TR
$443.3M
VPUVANGUARD WORLD FD
$442.0M
SGCSUPERIOR GROUP OF CO INC
$439.7M
CDNSCADENCE DESIGN SYSTEM INC
$435.7M
CRWSCROWN CRAFTS INC
$434.8M
PAVMPAVMED INC
$428.7M
NECBNORTHEAST CMNTY BANCORP INC
$425.7M
VDCVANGUARD WORLD FD
$424.2M
ARWARROW ELECTRS INC
$423.7M
OXYOCCIDENTAL PETE CORP
$417.2M
ILCVISHARES TR
$416.9M
TRSTTRUSTCO BK CORP N Y
$413.8M
BB3BROOKLINE BANCORP INC DEL
$408.0M
PWRQUANTA SVCS INC
$407.6M
SPIBSPDR SERIES TRUST
$406.7M
DBCINVESCO DB COMMDY INDX TRCK
$405.7M
NBNNORTHEAST BK PORTLAND ME
$400.5M
VLYVALLEY NATL BANCORP
$395.9M
EXPDEXPEDITORS INTL WASH INC
$393.8M
RFREGIONS FINANCIAL CORP NEW
$392.8M
AMEAMETEK INC
$391.4M
FELEFRANKLIN ELEC INC
$388.1M
FNDFLOOR & DECOR HLDGS INC
$387.1M
NUENUCOR CORP
$381.8M
VXFVANGUARD INDEX FDS
$381.6M
UVSPUNIVEST FINANCIAL CORPORATIO
$373.5M
LUCDLUCID DIAGNOSTICS INC
$372.0M
PRUPRUDENTIAL FINL INC
$371.9M
RXLPROSHARES TR
$369.4M
DOWDOW INC
$368.3M
AMTMAMENTUM HOLDINGS INC
$364.4M
TEVATEVA PHARMACEUTICAL INDS LTD
$363.3M
MDTMEDTRONIC PLC
$359.5M
TELTE CONNECTIVITY PLC
$359.1M
PKWINVESCO EXCHANGE TRADED FD T
$358.4M
MTSIMACOM TECH SOLUTIONS HLDGS I
$358.2M
VVVANGUARD INDEX FDS
$356.3M
LNTHLANTHEUS HLDGS INC
$354.0M
SOLVSOLVENTUM CORP
$353.6M
DONSPDR DOW JONES INDL AVERAGE
$353.5M
NATHNATHANS FAMOUS INC NEW
$346.6M
BABAALIBABA GROUP HLDG LTD
$343.1M
KELKELLANOVA
$340.1M
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