FIRST MANHATTAN CO. LLC. Q3 2019 Filing
Filed November 13, 2019
Portfolio Value
$18.2B
Holdings
1,370
Report Date
Q3 2019
Filing Type
13F-HR
All Holdings (1,370 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK-BBERKSHIRE HATHAWAY | 14,280 | $4.5T | 24530.95% | |
| 2 | MSFTMICROSOFT CORP | 5,756,223 | $800.3B | 4408.71% | |
| 3 | BAMBROOKFIELD ASSET MGT | 13,388,024 | $710.8B | 3915.57% | |
| 4 | AAPLAPPLE INC | 2,943,469 | $659.2B | 3631.74% | |
| 5 | BRK/BBERKSHIRE HATHAWAY | 2,398,220 | $498.9B | 2748.27% | |
| 6 | NSRGYNESTLE S A | 4,294,158 | $465.5B | 2564.33% | |
| 7 | DHRDANAHER CORP | 2,490,326 | $359.7B | 1981.43% | |
| 8 | GOOGALPHABET INC | 268,058 | $326.8B | 1800.10% | |
| 9 | JNJJOHNSON & JOHNSON | 2,340,186 | $302.8B | 1667.95% | |
| 10 | IACIEURIAC INTERACTIVECORP | 1,374,174 | $299.5B | 1650.07% | |
| 11 | HONHONEYWELL INTL INC | 1,602,703 | $271.2B | 1493.90% | |
| 12 | ORCLORACLE CORP | 4,131,000 | $227.3B | 1252.33% | |
| 13 | IAA-WUSDIAA INC | 5,193,532 | $216.7B | 1193.92% | |
| 14 | SCISERVICE CORP INTL | 4,454,735 | $213.0B | 1173.29% | |
| 15 | DNKNDUNKIN BRANDS GR | 2,513,039 | $199.4B | 1098.66% | |
| 16 | AZOAUTOZONE INC | 178,175 | $193.3B | 1064.61% | |
| 17 | MDLZMONDELEZ INTL INC | 3,408,792 | $188.6B | 1038.84% | |
| 18 | KKRKKR & CO INC | 6,563,856 | $176.2B | 970.88% | |
| 19 | TMOTHERMO FISHER SCI | 568,024 | $165.4B | 911.44% | |
| 20 | OPLNKAR AUCTION SERVIC | 6,686,802 | $164.2B | 904.35% | |
| 21 | ACNACCENTURE PLC | 853,384 | $164.1B | 904.28% | |
| 22 | WBC1EURWABCO HOLDINGS | 1,215,699 | $162.6B | 895.74% | |
| 23 | ICEINTER CONTINENTAL EX | 1,638,705 | $151.2B | 832.96% | |
| 24 | CMCSACOMCAST CORP | 3,326,292 | $149.9B | 826.06% | |
| 25 | —RECKITT BENCKISER GR | 1,843,305 | $145.6B | 802.21% | |
| 26 | 4I1PHILIP MORRIS INTL | 1,766,863 | $134.2B | 739.06% | |
| 27 | KOCOCA-COLA CO | 2,337,716 | $127.3B | 701.09% | |
| 28 | WFCWELLS FARGO & CO | 2,385,478 | $120.3B | 662.85% | |
| 29 | PFEPFIZER INC | 3,263,869 | $117.3B | 646.04% | |
| 30 | AXPAMERICAN EXPRESS CO | 986,979 | $116.7B | 643.10% | |
| 31 | LSXMKUSDLIBERTY SIRIUS GROUP | 2,770,098 | $116.2B | 640.32% | |
| 32 | GILDGILEAD SCIENCES INC | 1,823,967 | $115.6B | 636.85% | |
| 33 | ULTAULTA BEAUTY INC | 459,049 | $115.1B | 633.85% | |
| 34 | FISFIDELITY NATL INFO | 850,293 | $112.9B | 621.87% | |
| 35 | ALLYALLY FINL INC | 3,362,832 | $111.5B | 614.30% | |
| 36 | UTXZUNITED TECHNOLOGIES | 776,184 | $106.0B | 583.75% | |
| 37 | TPLUSDTEXAS PAC LD TR | 155,113 | $100.8B | 555.06% | |
| 38 | UNHUNITEDHEALTH GRP INC | 457,564 | $99.4B | 547.79% | |
| 39 | GOOGLALPHABET INC | 79,084 | $96.6B | 532.01% | |
| 40 | BIPBROOKFIELD INFR PRTR | 1,891,242 | $93.8B | 516.87% | |
| 41 | PYPLPAYPAL HLDGS INC | 887,124 | $91.9B | 506.25% | |
| 42 | LYBLYONDELLBASELL INDUS | 952,308 | $85.2B | 469.37% | |
| 43 | ARWRARROWHEAD PHARMACEUT | 3,022,325 | $85.2B | 469.19% | |
| 44 | ENBENBRIDGE INC | 2,376,485 | $83.4B | 459.26% | |
| 45 | COFCAPITAL ONE FINL CO | 903,884 | $82.2B | 453.03% | |
| 46 | VVISA INC | 426,083 | $73.3B | 403.75% | |
| 47 | UNPUNION PAC CORP | 439,126 | $71.1B | 391.84% | |
| 48 | USBUS BANCORP DEL | 1,283,390 | $71.0B | 391.25% | |
| 49 | —CBS CORPORATION | 1,705,810 | $68.9B | 379.36% | |
| 50 | CBCHUBB LIMITED | 401,750 | $64.9B | 357.30% | |
| 51 | ARMKARAMARK | 1,433,423 | $62.5B | 344.13% | |
| 52 | MTDMETTLER TOLEDO INTL | 85,238 | $60.0B | 330.76% | |
| 53 | FTVFORTIVE CORPORATION | 860,947 | $59.0B | 325.17% | |
| 54 | LENLENNAR CORP | 1,047,437 | $58.5B | 322.27% | |
| 55 | AEEAMEREN CORPORATION | 717,904 | $57.5B | 316.59% | |
| 56 | RHIROBERT HALF INTL INC | 986,203 | $54.9B | 302.39% | |
| 57 | GDDYGODADDY INC | 815,074 | $53.8B | 296.26% | |
| 58 | MCDMCDONALDS CORP | 249,455 | $53.6B | 295.06% | |
| 59 | TRVCCITIGROUP INC | 746,618 | $51.6B | 284.13% | |
| 60 | CRCCDN NATURAL RES | 1,893,574 | $50.4B | 277.79% | |
| 61 | IBMINTL BUSINESS MCHN | 335,190 | $48.7B | 268.52% | |
| 62 | DISWALT DISNEY CO | 372,928 | $48.6B | 267.73% | |
| 63 | CSWCSW INDUSTRIALS IN | 668,456 | $46.1B | 254.20% | |
| 64 | DISCKUSDDISCOVERY INC | 1,823,193 | $44.9B | 247.28% | |
| 65 | AMGNAMGEN INC | 231,650 | $44.8B | 246.94% | |
| 66 | BRXBRIXMOR PROPERTY G | 2,191,305 | $44.5B | 244.93% | |
| 67 | —BROOKFIELD PROPERTY | 2,183,200 | $44.3B | 244.26% | |
| 68 | PGPROCTER & GAMBLE CO | 344,438 | $42.8B | 236.01% | |
| 69 | ORIOLD REP INTL CORP | 1,742,562 | $41.1B | 226.26% | |
| 70 | JPMJPMORGAN CHASE & CO | 343,820 | $40.5B | 222.91% | |
| 71 | CMECME GROUP INC | 190,333 | $40.2B | 221.60% | |
| 72 | DHID R HORTON INC | 762,401 | $40.2B | 221.38% | |
| 73 | BILIBILIBILI INC | 2,823,363 | $39.9B | 219.61% | |
| 74 | SPGIS&P GLOBAL INC | 157,964 | $38.7B | 213.18% | |
| 75 | RTN1USDRAYTHEON | 192,669 | $37.8B | 208.23% | |
| 76 | BACVERIZON COMMUNICATIO | 610,731 | $36.9B | 203.07% | |
| 77 | INGRINGREDION INCORPRTD | 440,574 | $36.0B | 198.39% | |
| 78 | ZBHZIMMER BIOMET HLDS | 258,501 | $35.5B | 195.48% | |
| 79 | COPCONOCOPHILLIPS | 617,945 | $35.2B | 193.97% | |
| 80 | MCOMOODYS CORP | 168,255 | $34.5B | 189.85% | |
| 81 | GTESGATES INDL CORP PL | 3,407,039 | $34.3B | 189.00% | |
| 82 | CARAEURCARA THERAPEUTICS | 1,866,188 | $34.1B | 187.93% | |
| 83 | —RA PHARMACEUTICALS | 1,373,524 | $32.5B | 178.95% | |
| 84 | GNWGENWORTH FINANCIAL | 7,368,185 | $32.4B | 178.60% | |
| 85 | TRSTRIMAS CORP | 1,001,779 | $30.7B | 169.15% | |
| 86 | ENTAENANTA PHARMACEUTI | 508,630 | $30.6B | 168.34% | |
| 87 | S9QSPIRIT AEROSYSTEMS | 363,622 | $29.9B | 164.74% | |
| 88 | BUDANHEUSER BUSCH INBEV | 314,203 | $29.9B | 164.69% | |
| 89 | SYKSTRYKER CORP | 138,182 | $29.9B | 164.65% | |
| 90 | LBRDKLIBERTY BROADBAND CORP | 283,611 | $29.7B | 163.53% | |
| 91 | MMM3M COMPANY | 174,087 | $28.6B | 157.66% | |
| 92 | AIGAMERN INTL GROUP INC | 506,301 | $28.2B | 155.35% | |
| 93 | VYMVANGUARD WHITEHALL F | 315,137 | $28.0B | 154.04% | |
| 94 | AWCAMERICAN WTR WKS CO | 224,136 | $27.8B | 153.40% | |
| 95 | ORLYO'REILLY AUTOMOTIVE | 65,396 | $26.1B | 143.56% | |
| 96 | CBZCBIZ INC | 1,076,694 | $25.3B | 139.39% | |
| 97 | XOMEXXON MOBIL CORP | 352,676 | $24.9B | 137.18% | |
| 98 | SNASNAP-ON INC | 156,762 | $24.5B | 135.18% | |
| 99 | OMCOMNICOM GROUP INC | 309,927 | $24.3B | 133.68% | |
| 100 | UPSUNITED PARCEL SERVIC | 201,479 | $24.1B | 132.99% |
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