FIRST MANHATTAN CO. LLC. Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$37.9B
Holdings
714
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (714 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | SPYSPDR S&P 500 ETF TR | 38,120 | $25.5B | 67.26% | |
| 102 | DISDISNEY WALT CO | 221,110 | $25.3B | 66.86% | |
| 103 | QXOQXO INC | 1,326,955 | $25.3B | 66.80% | |
| 104 | BXBLACKSTONE INC | 144,278 | $24.6B | 65.10% | |
| 105 | APHAMPHENOL CORP NEW | 192,448 | $23.8B | 62.98% | |
| 106 | HDHOME DEPOT INC | 58,810 | $23.8B | 62.94% | |
| 107 | BXPBXP INC | 310,592 | $23.3B | 61.56% | |
| 108 | HHHHOWARD HUGHES HOLDINGS INC | 282,473 | $23.2B | 61.30% | |
| 109 | VHTVANGUARD WORLD FD | 88,019 | $22.8B | 60.35% | |
| 110 | DEIDOUGLAS EMMETT INC | 1,448,702 | $22.8B | 60.30% | |
| 111 | MLMMARTIN MARIETTA MATLS INC | 35,724 | $22.5B | 59.47% | |
| 112 | NEENEXTERA ENERGY INC | 293,889 | $22.2B | 58.59% | |
| 113 | BUDANHEUSER BUSCH INBEV SA/NV | 354,252 | $21.1B | 55.77% | |
| 114 | AWCAMERICAN WTR WKS CO INC NEW | 150,458 | $20.9B | 55.31% | |
| 115 | WBIWATERBRIDGE INFRASTRUCTURE L | 800,000 | $20.2B | 53.29% | |
| 116 | VBVANGUARD INDEX FDS | 79,039 | $20.2B | 53.25% | |
| 117 | XOMEXXON MOBIL CORP | 176,095 | $19.9B | 52.44% | |
| 118 | COSTCOSTCO WHSL CORP NEW | 20,800 | $19.3B | 50.85% | |
| 119 | BSXBOSTON SCIENTIFIC CORP | 185,459 | $18.1B | 47.82% | |
| 120 | USBUS BANCORP DEL | 361,092 | $17.6B | 46.59% | |
| 121 | PEPPEPSICO INC | 124,402 | $17.5B | 46.14% | |
| 122 | NVGSNAVIGATOR HLDGS LTD | 1,118,750 | $17.3B | 45.77% | |
| 123 | ADPAUTOMATIC DATA PROCESSING IN | 58,662 | $17.3B | 45.71% | |
| 124 | KDKYNDRYL HLDGS INC | 575,246 | $17.3B | 45.62% | |
| 125 | DYHTARGET CORP | 186,782 | $16.8B | 44.25% | |
| 126 | AXSAXIS CAP HLDGS LTD | 172,870 | $16.6B | 43.94% | |
| 127 | ABTABBOTT LABS | 121,705 | $16.3B | 43.05% | |
| 128 | GQ9SPDR GOLD TR | 45,009 | $16.0B | 42.26% | |
| 129 | NOBLPROSHARES TR | 153,682 | $15.8B | 41.84% | |
| 130 | GTESGATES INDL CORP PLC | 634,140 | $15.7B | 41.57% | |
| 131 | RPMRPM INTL INC | 131,549 | $15.5B | 40.96% | |
| 132 | VEAVANGUARD TAX-MANAGED FDS | 256,013 | $15.3B | 40.52% | |
| 133 | WMTWALMART INC | 148,414 | $15.3B | 40.40% | |
| 134 | BACBANK AMERICA CORP | 296,366 | $15.3B | 40.38% | |
| 135 | RRCRANGE RES CORP | 405,106 | $15.2B | 40.27% | |
| 136 | ARISUSDARIS WATER SOLUTIONS INC | 611,435 | $15.1B | 39.82% | |
| 137 | AMDADVANCED MICRO DEVICES INC | 89,215 | $14.4B | 38.12% | |
| 138 | HSICHENRY SCHEIN INC | 212,472 | $14.1B | 37.24% | |
| 139 | COPCONOCOPHILLIPS | 145,389 | $13.8B | 36.32% | |
| 140 | TRSTRIMAS CORP | 355,670 | $13.7B | 36.30% | |
| 141 | CMCCOMMERCIAL METALS CO | 232,273 | $13.3B | 35.14% | |
| 142 | EPDENTERPRISE PRODS PARTNERS L | 424,508 | $13.3B | 35.06% | |
| 143 | GRBKGREEN BRICK PARTNERS INC | 174,383 | $12.9B | 34.02% | |
| 144 | 0J7QIAC INC | 377,431 | $12.9B | 33.96% | |
| 145 | JEFJEFFERIES FINL GROUP INC | 193,391 | $12.7B | 33.41% | |
| 146 | CCKCROWN HLDGS INC | 130,982 | $12.7B | 33.41% | |
| 147 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 44,468 | $12.4B | 32.88% | |
| 148 | MRKMERCK & CO INC | 142,578 | $12.1B | 31.91% | |
| 149 | NFLXNETFLIX INC | 9,895 | $11.9B | 31.33% | |
| 150 | TACTRANSALTA CORP | 856,047 | $11.7B | 31.01% | |
| 151 | NTRNUTRIEN LTD | 197,817 | $11.7B | 30.98% | |
| 152 | QSRRESTAURANT BRANDS INTL INC | 180,541 | $11.7B | 30.88% | |
| 153 | MSIMOTOROLA SOLUTIONS INC | 25,071 | $11.5B | 30.35% | |
| 154 | VIOVVANGUARD ADMIRAL FDS INC | 120,041 | $11.4B | 30.19% | |
| 155 | RTXRTX CORPORATION | 67,765 | $11.3B | 29.95% | |
| 156 | TRVTRAVELERS COMPANIES INC | 40,354 | $11.3B | 29.76% | |
| 157 | 0HQKCBL & ASSOC PPTYS INC | 367,879 | $11.2B | 29.71% | |
| 158 | AMALAMALGAMATED FINANCIAL CORP | 397,685 | $10.8B | 28.52% | |
| 159 | NEMNEWMONT CORP | 125,000 | $10.5B | 27.83% | |
| 160 | VBTXVERITEX HLDGS INC | 308,172 | $10.3B | 27.29% | |
| 161 | MKLMARKEL GROUP INC | 5,401 | $10.3B | 27.26% | |
| 162 | NATLNCR ATLEOS CORPORATION | 261,678 | $10.3B | 27.17% | |
| 163 | LRCXLAM RESEARCH CORP | 75,934 | $10.2B | 26.91% | |
| 164 | VWOVANGUARD INTL EQUITY INDEX F | 185,380 | $10.0B | 26.53% | |
| 165 | LLOEWS CORP | 99,096 | $9.9B | 26.27% | |
| 166 | ETNEATON CORP PLC | 26,580 | $9.9B | 26.27% | |
| 167 | QCOMQUALCOMM INC | 59,461 | $9.9B | 26.13% | |
| 168 | PNCPNC FINL SVCS GROUP INC | 48,924 | $9.8B | 25.96% | |
| 169 | GILDGILEAD SCIENCES INC | 86,163 | $9.6B | 25.26% | |
| 170 | AONAON PLC | 26,782 | $9.5B | 25.22% | |
| 171 | CSCOCISCO SYS INC | 139,512 | $9.5B | 25.21% | |
| 172 | CWCOCONSOLIDATED WATER CO INC | 270,039 | $9.5B | 25.16% | |
| 173 | AG8AGILENT TECHNOLOGIES INC | 73,933 | $9.5B | 25.11% | |
| 174 | ADTADT INC DEL | 1,076,725 | $9.4B | 24.93% | |
| 175 | LVMUYLVMH MOET HENNESSY LOUIS VUITTON SA UNPSPONSORED ADR | 75,562 | $9.2B | 24.41% | |
| 176 | WFC 7.5 PERP LWELLS FARGO CO NEW | 7,440 | $9.2B | 24.25% | |
| 177 | SRESEMPRA | 101,336 | $9.1B | 24.08% | |
| 178 | AERAERCAP HOLDINGS NV | 74,500 | $9.0B | 23.81% | |
| 179 | MSAMSA SAFETY INC | 52,225 | $9.0B | 23.73% | |
| 180 | BEPBROOKFIELD RENEWABLE PARTNER | 346,897 | $8.9B | 23.63% | |
| 181 | YUMYUM BRANDS INC | 58,286 | $8.9B | 23.40% | |
| 182 | TMHCTAYLOR MORRISON HOME CORP | 134,130 | $8.9B | 23.38% | |
| 183 | NTRSNORTHERN TR CORP | 64,986 | $8.8B | 23.24% | |
| 184 | A4SAMERIPRISE FINL INC | 17,842 | $8.8B | 23.15% | |
| 185 | EMREMERSON ELEC CO | 65,856 | $8.6B | 22.82% | |
| 186 | AJGGALLAGHER ARTHUR J & CO | 26,725 | $8.3B | 21.86% | |
| 187 | RCLROYAL CARIBBEAN GROUP | 25,467 | $8.3B | 21.84% | |
| 188 | TRVCCITIGROUP INC | 81,478 | $8.3B | 21.84% | |
| 189 | CVXCHEVRON CORP NEW | 51,660 | $8.0B | 21.19% | |
| 190 | MSEXMIDDLESEX WTR CO | 147,353 | $8.0B | 21.06% | |
| 191 | MTXMINERALS TECHNOLOGIES INC | 125,315 | $7.8B | 20.56% | |
| 192 | FTVFORTIVE CORP | 157,480 | $7.7B | 20.38% | |
| 193 | FMCENORTHERN LTS FD TR IV | 279,616 | $7.6B | 20.03% | |
| 194 | SRLNSSGA ACTIVE ETF TR | 182,349 | $7.6B | 20.02% | |
| 195 | TXNTEXAS INSTRS INC | 40,378 | $7.4B | 19.59% | |
| 196 | NDAQNASDAQ INC | 83,052 | $7.3B | 19.40% | |
| 197 | BKLNINVESCO EXCH TRADED FD TR II | 350,000 | $7.3B | 19.35% | |
| 198 | CBZCBIZ INC | 138,220 | $7.3B | 19.33% | |
| 199 | BAERBRIDGER AEROSPACE GRP HLDGS | 3,842,180 | $7.1B | 18.77% | |
| 200 | KMXCARMAX INC | 155,034 | $7.0B | 18.37% |