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 |
|---|---|---|---|---|---|
| 201 | CIENCIENA CORP | 47,341 | $6.9B | 18.21% | |
| 202 | MRBKMERIDIAN CORPORATION | 432,596 | $6.8B | 18.04% | |
| 203 | HCAHCA HEALTHCARE INC | 16,023 | $6.8B | 18.04% | |
| 204 | CLCOLGATE PALMOLIVE CO | 83,154 | $6.6B | 17.56% | |
| 205 | AEEAMEREN CORP | 63,267 | $6.6B | 17.44% | |
| 206 | LBRDKLIBERTY BROADBAND CORP | 101,485 | $6.4B | 17.03% | |
| 207 | VBRVANGUARD INDEX FDS | 30,607 | $6.4B | 16.95% | |
| 208 | PRPERMIAN RESOURCES CORP | 497,990 | $6.4B | 16.84% | |
| 209 | NINISOURCE INC | 147,045 | $6.4B | 16.82% | |
| 210 | EVRGEVERGY INC | 83,383 | $6.3B | 16.74% | |
| 211 | VPLVANGUARD INTL EQUITY INDEX F | 69,821 | $6.1B | 16.20% | |
| 212 | NOWSERVICENOW INC | 6,634 | $6.1B | 16.12% | |
| 213 | WHWYNDHAM HOTELS & RESORTS INC | 75,452 | $6.0B | 15.92% | |
| 214 | AGIALAMOS GOLD INC NEW | 171,375 | $6.0B | 15.78% | |
| 215 | PFEPFIZER INC | 233,232 | $5.9B | 15.70% | |
| 216 | TMUST-MOBILE US INC | 24,711 | $5.9B | 15.62% | |
| 217 | WMBWILLIAMS COS INC | 93,262 | $5.9B | 15.60% | |
| 218 | CALCALERES INC | 451,930 | $5.9B | 15.56% | |
| 219 | MRSHMARSH & MCLENNAN COS INC | 29,079 | $5.9B | 15.48% | |
| 220 | GPGICOMPOSECURE INC | 281,122 | $5.9B | 15.46% | |
| 221 | NVSNNOVARTIS AG | 44,923 | $5.8B | 15.22% | |
| 222 | NNBRNN INC | 2,775,000 | $5.7B | 15.10% | |
| 223 | IDAIDACORP INC | 43,250 | $5.7B | 15.10% | |
| 224 | NDQINVESCO QQQ TR | 9,456 | $5.7B | 15.01% | |
| 225 | ESQESQUIRE FINL HLDGS INC | 55,655 | $5.7B | 15.00% | |
| 226 | WTRGESSENTIAL UTILS INC | 140,871 | $5.6B | 14.84% | |
| 227 | AGGISHARES TR | 55,851 | $5.6B | 14.79% | |
| 228 | CLVTCLARIVATE PLC | 1,449,650 | $5.6B | 14.66% | |
| 229 | MOALTRIA GROUP INC | 82,106 | $5.5B | 14.55% | |
| 230 | CSXCSX CORP | 154,614 | $5.5B | 14.50% | |
| 231 | VONEVANGUARD SCOTTSDALE FDS | 18,149 | $5.5B | 14.49% | |
| 232 | SIRISIRIUSXM HOLDINGS INC | 234,606 | $5.5B | 14.42% | |
| 233 | GLGLOBE LIFE INC | 36,825 | $5.3B | 13.91% | |
| 234 | KLACKLA CORP | 4,845 | $5.2B | 13.80% | |
| 235 | VTIVANGUARD INDEX FDS | 15,705 | $5.2B | 13.65% | |
| 236 | NWENORTHWESTERN ENERGY GROUP IN | 86,449 | $5.1B | 13.38% | |
| 237 | UPSUNITED PARCEL SERVICE INC | 60,000 | $5.0B | 13.24% | |
| 238 | REGREGENCY CTRS CORP | 67,363 | $5.0B | 13.10% | |
| 239 | MMM3M CO | 31,063 | $4.8B | 12.73% | |
| 240 | CPKCHESAPEAKE UTILS CORP | 35,570 | $4.8B | 12.72% | |
| 241 | CSWCCAPITAL SOUTHWEST CORP | 218,905 | $4.8B | 12.64% | |
| 242 | DEDEERE & CO | 10,397 | $4.8B | 12.60% | |
| 243 | VTVVANGUARD INDEX FDS | 24,783 | $4.6B | 12.27% | |
| 244 | TJXTJX COS INC NEW | 31,564 | $4.6B | 12.05% | |
| 245 | MCKMCKESSON CORP | 5,862 | $4.5B | 11.97% | |
| 246 | XYLXYLEM INC | 30,583 | $4.5B | 11.91% | |
| 247 | APOAPOLLO GLOBAL MGMT INC | 33,377 | $4.4B | 11.75% | |
| 248 | ADIANALOG DEVICES INC | 18,063 | $4.4B | 11.72% | |
| 249 | HTOH2O AMERICA | 89,754 | $4.4B | 11.54% | |
| 250 | CUCAAVIS BUDGET GROUP | 27,187 | $4.4B | 11.53% | |
| 251 | MNSBMAINSTREET BANCSHARES INC | 209,478 | $4.4B | 11.52% | |
| 252 | QIPTQUIPT HOME MEDICAL CORP | 1,650,000 | $4.3B | 11.37% | |
| 253 | KNFKNIFE RIVER CORP | 55,909 | $4.3B | 11.35% | |
| 254 | VCITVANGUARD SCOTTSDALE FDS | 50,985 | $4.3B | 11.33% | |
| 255 | BKNGBOOKING HOLDINGS INC | 792 | $4.3B | 11.29% | |
| 256 | VGKVANGUARD INTL EQUITY INDEX F | 53,466 | $4.3B | 11.27% | |
| 257 | CFBKCF BANKSHARES INC | 177,022 | $4.2B | 11.20% | |
| 258 | PHMPULTE GROUP INC | 31,825 | $4.2B | 11.12% | |
| 259 | PSNPARSONS CORP DEL | 50,125 | $4.2B | 10.98% | |
| 260 | ITWILLINOIS TOOL WKS INC | 15,832 | $4.2B | 10.97% | |
| 261 | IVVISHARES TR | 6,084 | $4.1B | 10.75% | |
| 262 | CTVHELIX ENERGY SOLUTIONS GRP I | 600,000 | $3.9B | 10.40% | |
| 263 | PAYOPAYONEER GLOBAL INC | 617,574 | $3.7B | 9.87% | |
| 264 | BKBANK NEW YORK MELLON CORP | 33,716 | $3.7B | 9.70% | |
| 265 | SLBSCHLUMBERGER LTD | 105,483 | $3.7B | 9.65% | |
| 266 | OGEOGE ENERGY CORP | 78,574 | $3.6B | 9.60% | |
| 267 | LAMRLAMAR ADVERTISING CO NEW | 29,618 | $3.6B | 9.58% | |
| 268 | OTISOTIS WORLDWIDE CORP | 39,341 | $3.6B | 9.50% | |
| 269 | IJRISHARES TR | 30,160 | $3.6B | 9.47% | |
| 270 | CMGCHIPOTLE MEXICAN GRILL INC | 91,437 | $3.6B | 9.46% | |
| 271 | MPCMARATHON PETE CORP | 18,576 | $3.6B | 9.46% | |
| 272 | BNDVANGUARD BD INDEX FDS | 47,327 | $3.5B | 9.30% | |
| 273 | IEMGISHARES INC | 52,990 | $3.5B | 9.23% | |
| 274 | DMACDIAMEDICA THERAPEUTICS INC | 505,000 | $3.5B | 9.16% | |
| 275 | FWONALIBERTY MEDIA CORP DEL | 33,049 | $3.5B | 9.12% | |
| 276 | WMWASTE MGMT INC DEL | 15,454 | $3.4B | 9.01% | |
| 277 | PYPLPAYPAL HLDGS INC | 50,443 | $3.4B | 8.93% | |
| 278 | MCXMCCORMICK & CO INC | 49,565 | $3.3B | 8.76% | |
| 279 | PGRPROGRESSIVE CORP | 13,410 | $3.3B | 8.75% | |
| 280 | BMYBRISTOL-MYERS SQUIBB CO | 72,794 | $3.3B | 8.67% | |
| 281 | TDWTIDEWATER INC NEW | 60,900 | $3.2B | 8.58% | |
| 282 | PSXPHILLIPS 66 | 23,754 | $3.2B | 8.53% | |
| 283 | CPTCAMDEN PPTY TR | 29,700 | $3.2B | 8.46% | |
| 284 | VONVVANGUARD SCOTTSDALE FDS | 35,505 | $3.2B | 8.38% | |
| 285 | OTTROTTER TAIL CORP | 38,510 | $3.2B | 8.34% | |
| 286 | IYWISHARES TR | 15,904 | $3.1B | 8.23% | |
| 287 | COTYCOTY INC | 768,075 | $3.1B | 8.20% | |
| 288 | PORPORTLAND GEN ELEC CO | 69,683 | $3.1B | 8.19% | |
| 289 | ONTOONTO INNOVATION INC | 23,853 | $3.1B | 8.14% | |
| 290 | CNCCENTENE CORP DEL | 84,381 | $3.0B | 7.95% | |
| 291 | TDYTELEDYNE TECHNOLOGIES INC | 4,991 | $2.9B | 7.73% | |
| 292 | IEURISHARES TR | 42,101 | $2.9B | 7.57% | |
| 293 | ARTNAARTESIAN RES CORP | 86,861 | $2.8B | 7.48% | |
| 294 | AIGAMERICAN INTL GROUP INC | 35,901 | $2.8B | 7.45% | |
| 295 | ARESARES MANAGEMENT CORPORATION | 17,545 | $2.8B | 7.41% | |
| 296 | ROPROPER TECHNOLOGIES INC | 5,556 | $2.8B | 7.32% | |
| 297 | EUSAISHARES INC | 26,716 | $2.8B | 7.27% | |
| 298 | BCMLBAYCOM CORP | 94,836 | $2.8B | 7.26% | |
| 299 | WBDWARNER BROS DISCOVERY INC | 139,703 | $2.7B | 7.21% | |
| 300 | LENLENNAR CORP | 22,577 | $2.7B | 7.15% |