FIRST MANHATTAN CO. LLC. Q3 2024 Filing

Filed November 14, 2024

Portfolio Value

$33.7B

Holdings

682

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (682 positions)

#StockSharesValue% PortfolioType
1
BRK-BBERKSHIRE HATHAWAY INC DEL
14,689$10.2T30101.13%
2
MSFTMICROSOFT CORP
4,477,234$1.9T5711.90%
3
AAPLAPPLE INC
6,675,982$1.6T4611.80%
4
KKRKKR & CO INC
8,692,025$1.1T3365.09%
5
BNBROOKFIELD CORP
17,132,898$911.0B2701.06%
6
UNHUNITEDHEALTH GROUP INC
1,557,419$910.6B2699.75%
7
GOOGALPHABET INC
5,417,578$905.8B2685.43%
8
BRK/BBERKSHIRE HATHAWAY INC DEL
1,945,683$895.5B2655.06%
9
ORCLORACLE CORP
5,241,630$893.2B2648.10%
10
AZOAUTOZONE INC
258,948$815.7B2418.40%
11
TMOTHERMO FISHER SCIENTIFIC INC
886,330$548.6B1626.42%
12
DHRDANAHER CORPORATION
1,927,628$536.4B1590.45%
13
AMATAPPLIED MATLS INC
2,611,708$527.7B1564.52%
14
CRMSALESFORCE INC
1,542,687$422.8B1253.53%
15
AVGOBROADCOM INC
2,332,912$402.4B1193.13%
16
LOWLOWES COS INC
1,393,749$377.5B1119.21%
17
VVISA INC
1,247,954$343.1B1017.30%
18
TTWOTAKE-TWO INTERACTIVE SOFTWAR
2,134,674$328.1B972.82%
19
SPGIS&P GLOBAL INC
634,625$327.9B972.05%
20
GOOGLALPHABET INC
1,940,342$321.8B954.10%
21
TPLTEXAS PACIFIC LAND CORPORATI
338,044$299.1B886.72%
22
LINLINDE PLC
606,909$289.4B858.05%
23
HONHONEYWELL INTL INC
1,378,404$284.9B844.77%
24
VOOVANGUARD INDEX FDS
482,997$255.7B757.97%
25
ACNACCENTURE PLC IRELAND
703,727$248.8B737.51%
26
AMZNAMAZON COM INC
1,284,134$239.3B709.40%
27
ASMLASML HOLDING N V
275,945$229.9B681.71%
28
LVMH MOET HENNESSY LOUIS VUITTON SE
296,190$227.7B675.07%
29
4I1PHILIP MORRIS INTL INC
1,834,814$224.7B666.26%
30
ORLYOREILLY AUTOMOTIVE INC
194,677$224.2B664.68%
31
AZPN1USDASPEN TECHNOLOGY INC
893,897$213.5B632.93%
32
CPRTCOPART INC
3,926,319$205.7B609.98%
33
MCDMCDONALDS CORP
664,079$202.2B599.54%
34
MDLZMONDELEZ INTL INC
2,584,213$191.6B568.04%
35
CMCSACOMCAST CORP NEW
4,419,845$184.6B547.35%
36
NEENEXTERA ENERGY INC
2,097,503$177.3B525.67%
37
ICEINTERCONTINENTAL EXCHANGE IN
1,021,559$164.1B486.54%
38
NSRGYNESTLE S.A. SPONSORED ADR
1,612,718$162.4B481.35%
39
NVDANVIDIA CORPORATION
1,301,499$158.1B468.63%
40
KEYSKEYSIGHT TECHNOLOGIES INC
929,077$147.7B437.78%
41
JNJJOHNSON & JOHNSON
906,883$147.0B435.74%
42
AXPAMERICAN EXPRESS CO
534,352$144.9B429.65%
43
MKLMARKEL GROUP INC
91,607$143.7B426.02%
44
ALLYALLY FINL INC
4,034,344$143.6B425.70%
45
MARMARRIOTT INTL INC NEW
554,165$137.8B408.45%
46
CSWCSW INDUSTRIALS INC
369,129$135.2B400.98%
47
MTCHMATCH GROUP INC NEW
3,403,656$128.8B381.85%
48
ABBVABBVIE INC
617,154$121.9B361.34%
49
FTVFORTIVE CORP
1,371,333$108.2B320.91%
50
SCISERVICE CORP INTL
1,260,580$99.5B294.99%
51
FMCXNORTHERN LTS FD TR IV
3,039,692$95.1B282.06%
52
LBLANDBRIDGE COMPANY LLC
2,197,126$86.0B254.83%
53
RSPINVESCO EXCHANGE TRADED FD T
476,343$85.3B253.02%
54
KOCOCA COLA CO
1,147,277$83.0B246.07%
55
COFCAPITAL ONE FINL CORP
526,695$78.9B233.81%
56
AIZASSURANT INC
379,434$75.5B223.71%
57
NSYNICE LTD
422,794$73.4B217.70%
58
BIPBROOKFIELD INFRAST PARTNERS
2,082,983$73.0B216.39%
59
BALLBALL CORP
1,057,424$71.8B212.90%
60
NKENIKE INC
776,833$68.9B204.42%
61
BAMBROOKFIELD ASSET MANAGMT LTD
1,290,240$61.1B181.07%
62
VLTOVERALTO CORP
541,228$60.6B179.63%
63
USBUS BANCORP DEL
1,203,130$55.6B164.90%
64
ABGCENCORA INC
235,752$53.1B157.32%
65
LLYELI LILLY & CO
59,466$52.7B156.20%
66
JPMJPMORGAN CHASE & CO.
233,910$49.3B146.23%
67
MCOMOODYS CORP
102,984$48.9B144.91%
68
CRCCANADIAN NAT RES LTD
1,447,945$48.6B144.22%
69
IQVIQVIA HLDGS INC
190,436$45.1B133.79%
70
AMTAMERICAN TOWER CORP NEW
192,744$44.8B132.90%
71
PGPROCTER AND GAMBLE CO
250,568$43.4B128.67%
72
INGRINGREDION INC
303,813$41.8B123.79%
73
DEODIAGEO PLC
277,785$39.7B117.66%
74
ENBENBRIDGE INC
971,335$39.5B117.13%
75
HLTHILTON WORLDWIDE HLDGS INC
171,057$39.4B116.90%
76
AMGNAMGEN INC
112,790$36.3B107.75%
77
CBCHUBB LIMITED
121,116$35.0B103.84%
78
UNPUNION PAC CORP
138,845$34.2B101.46%
79
CHTRCHARTER COMMUNICATIONS INC N
104,311$33.8B100.23%
80
METAMETA PLATFORMS INC
57,072$32.7B96.86%
81
SBUXSTARBUCKS CORP
333,490$32.5B96.39%
82
VIGVANGUARD SPECIALIZED FUNDS
149,034$29.6B87.88%
83
SCHWSCHWAB CHARLES CORP
455,176$29.5B87.46%
84
DISDISNEY WALT CO
304,743$29.3B86.91%
85
VOVANGUARD INDEX FDS
108,795$28.7B85.10%
86
GGGGRACO INC
327,223$28.6B84.90%
87
GEGE AEROSPACE
150,989$28.5B84.52%
88
BUDANHEUSER BUSCH INBEV SA/NV
412,216$27.3B81.01%
89
CALCALERES INC
820,837$27.1B80.43%
90
VHTVANGUARD WORLD FD
92,057$26.1B77.34%
91
SYKSTRYKER CORPORATION
70,405$25.5B75.57%
92
AWCAMERICAN WTR WKS CO INC NEW
173,807$25.4B75.36%
93
SNASNAP ON INC
87,224$25.3B74.92%
94
VRTVERTIV HOLDINGS CO
249,933$24.9B73.72%
95
IBMINTERNATIONAL BUSINESS MACHS
110,559$24.4B72.47%
96
MRKMERCK & CO INC
210,119$24.0B71.22%
97
VYMVANGUARD WHITEHALL FDS
181,938$23.3B69.15%
98
XOMEXXON MOBIL CORP
198,666$23.3B69.04%
99
WFCWELLS FARGO CO NEW
403,277$22.8B67.54%
100
0J7QIAC INC
423,080$22.8B67.51%
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