FIRST MANHATTAN CO. LLC. Q4 2018 Filing
Filed January 30, 2019
Portfolio Value
$16.1B
Holdings
1,423
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (1,423 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK-BBERKSHIRE HATHAWAY | 14,412 | $4.4T | 27452.21% | |
| 2 | MSFTMICROSOFT CORP | 5,869,546 | $596.2B | 3711.09% | |
| 3 | BAMBROOKFIELD ASSET MGT | 14,061,332 | $539.3B | 3356.78% | |
| 4 | AAPLAPPLE INC | 3,206,884 | $505.9B | 3148.89% | |
| 5 | BRK/BBERKSHIRE HATHAWAY | 2,471,169 | $504.6B | 3140.85% | |
| 6 | NSRGYNESTLE S A | 4,456,317 | $360.8B | 2245.84% | |
| 7 | JNJJOHNSON & JOHNSON | 2,332,255 | $301.0B | 1873.55% | |
| 8 | DHRDANAHER CORP | 2,599,025 | $268.0B | 1668.34% | |
| 9 | GOOGALPHABET INC | 255,775 | $264.9B | 1648.87% | |
| 10 | —RECKITT BENCKISER GR | 3,017,159 | $228.2B | 1420.82% | |
| 11 | HONHONEYWELL INTL INC | 1,721,439 | $227.4B | 1415.77% | |
| 12 | IACIEURIAC INTERACTIVECORP | 1,183,878 | $216.7B | 1348.91% | |
| 13 | PFEPFIZER INC | 4,649,725 | $203.0B | 1263.40% | |
| 14 | WFCWELLS FARGO & CO | 4,179,915 | $192.6B | 1198.98% | |
| 15 | ORCLORACLE CORP | 4,113,879 | $185.7B | 1156.22% | |
| 16 | DNKNDUNKIN BRANDS GR | 2,645,061 | $169.6B | 1055.75% | |
| 17 | SCISERVICE CORP INTL | 4,095,045 | $164.9B | 1026.27% | |
| 18 | ARMKARAMARK | 5,474,692 | $158.6B | 987.27% | |
| 19 | AZOAUTOZONE INC | 180,072 | $151.0B | 939.72% | |
| 20 | WBC1EURWABCO HOLDINGS | 1,394,914 | $149.7B | 932.05% | |
| 21 | MDLZMONDELEZ INTL INC | 3,422,498 | $137.0B | 852.82% | |
| 22 | GILDGILEAD SCIENCES INC | 2,184,799 | $136.7B | 850.69% | |
| 23 | CMCSACOMCAST CORP | 3,603,871 | $122.7B | 763.86% | |
| 24 | MMM3M COMPANY | 642,626 | $122.4B | 762.21% | |
| 25 | ACNACCENTURE PLC | 841,553 | $118.7B | 738.69% | |
| 26 | 4I1PHILIP MORRIS INTL | 1,760,919 | $117.6B | 731.79% | |
| 27 | TMOTHERMO FISHER SCI | 489,192 | $109.5B | 681.48% | |
| 28 | FDXFEDEX CORP | 635,432 | $102.5B | 638.14% | |
| 29 | AXPAMERICAN EXPRESS CO | 1,034,033 | $98.6B | 613.55% | |
| 30 | ULTAULTA BEAUTY INC | 397,985 | $97.4B | 606.57% | |
| 31 | OPLNKAR AUCTION SERVIC | 1,995,232 | $95.2B | 592.68% | |
| 32 | CRCCDN NATURAL RES | 3,856,234 | $93.0B | 579.23% | |
| 33 | GOOGLALPHABET INC | 81,150 | $84.8B | 527.86% | |
| 34 | TPLUSDTEXAS PAC LD TR | 155,363 | $84.1B | 523.82% | |
| 35 | ALLYALLY FINL INC | 3,392,013 | $76.9B | 478.46% | |
| 36 | PYPLPAYPAL HLDGS INC | 909,893 | $76.5B | 476.28% | |
| 37 | UTXZUNITED TECHNOLOGIES | 650,973 | $69.3B | 431.48% | |
| 38 | ENBENBRIDGE INC | 2,180,133 | $67.8B | 421.79% | |
| 39 | —CBS CORPORATION | 1,542,585 | $67.4B | 419.81% | |
| 40 | BIPBROOKFIELD INFR PRTR | 1,929,143 | $66.6B | 414.66% | |
| 41 | RHIROBERT HALF INTL INC | 1,098,476 | $62.8B | 391.13% | |
| 42 | ARWRARROWHEAD PHARMACEUT | 5,027,125 | $62.4B | 388.66% | |
| 43 | COPCONOCOPHILLIPS | 1,001,199 | $62.4B | 388.58% | |
| 44 | BUDANHEUSER BUSCH INBEV | 937,239 | $61.7B | 383.94% | |
| 45 | USBUS BANCORP DEL | 1,332,240 | $60.9B | 378.99% | |
| 46 | UNHUNITEDHEALTH GRP INC | 232,570 | $57.9B | 360.66% | |
| 47 | CBCHUBB LIMITED | 425,738 | $55.0B | 342.35% | |
| 48 | LYBLYONDELLBASELL INDUS | 658,723 | $54.8B | 340.99% | |
| 49 | FTVFORTIVE CORPORATION | 801,836 | $54.3B | 337.71% | |
| 50 | COFCAPITAL ONE FINL CO | 668,404 | $50.5B | 314.51% | |
| 51 | KOCOCA-COLA CO | 1,063,173 | $50.3B | 313.37% | |
| 52 | VVISA INC | 368,224 | $48.6B | 302.42% | |
| 53 | AEEAMEREN CORPORATION | 740,966 | $48.3B | 300.87% | |
| 54 | MTDMETTLER TOLEDO INTL | 85,238 | $48.2B | 300.09% | |
| 55 | ENTAENANTA PHARMACEUTI | 679,734 | $48.1B | 299.70% | |
| 56 | MCDMCDONALDS CORP | 263,869 | $46.9B | 291.67% | |
| 57 | AMGNAMGEN INC | 239,040 | $46.5B | 289.66% | |
| 58 | CVSCVS HEALTH CORP | 697,290 | $45.7B | 284.39% | |
| 59 | TRVCCITIGROUP INC | 848,019 | $44.1B | 274.81% | |
| 60 | DISWALT DISNEY CO | 397,920 | $43.6B | 271.60% | |
| 61 | IBMINTL BUSINESS MCHN | 369,246 | $42.0B | 261.27% | |
| 62 | LSXMKUSDLIBERTY SIRIUS GROUP | 1,118,353 | $41.4B | 257.44% | |
| 63 | DISCKUSDDISCOVERY INC | 1,751,001 | $40.4B | 251.57% | |
| 64 | INGRINGREDION INCORPRTD | 430,309 | $39.3B | 244.82% | |
| 65 | LENLENNAR CORP | 968,665 | $37.9B | 236.07% | |
| 66 | BACVERIZON COMMUNICATIO | 663,535 | $37.3B | 232.21% | |
| 67 | ORIOLD REP INTL CORP | 1,804,894 | $37.1B | 231.11% | |
| 68 | TRSTRIMAS CORP | 1,298,964 | $35.4B | 220.66% | |
| 69 | PGPROCTER & GAMBLE CO | 377,605 | $34.7B | 216.06% | |
| 70 | —BROOKFIELD PROPERTY | 2,139,716 | $34.5B | 214.74% | |
| 71 | CSWCSW INDUSTRIALS IN | 702,584 | $34.0B | 211.45% | |
| 72 | JPMJPMORGAN CHASE & CO | 339,065 | $33.1B | 206.04% | |
| 73 | XOMEXXON MOBIL CORP | 481,585 | $32.8B | 204.42% | |
| 74 | MOALTRIA GROUP INC | 660,865 | $32.6B | 203.18% | |
| 75 | CRTOCRITEO S.A | 1,431,946 | $32.5B | 202.51% | |
| 76 | JEFJEFFERIES FINANCIAL | 1,853,314 | $32.2B | 200.27% | |
| 77 | OMCOMNICOM GROUP INC | 430,945 | $31.6B | 196.47% | |
| 78 | PPGPPG INDUSTRIES INC | 301,191 | $30.8B | 191.66% | |
| 79 | ZBHZIMMER BIOMET HLDS | 290,659 | $30.1B | 187.66% | |
| 80 | S9QSPIRIT AEROSYSTEMS | 400,907 | $28.9B | 179.91% | |
| 81 | BRXBRIXMOR PROPERTY G | 1,952,155 | $28.7B | 178.51% | |
| 82 | CBZCBIZ INC | 1,443,404 | $28.4B | 177.00% | |
| 83 | RTN1USDRAYTHEON | 181,996 | $27.9B | 173.73% | |
| 84 | SPGIS&P GLOBAL INC | 160,914 | $27.3B | 170.22% | |
| 85 | —OBSEVA SA | 2,117,112 | $26.8B | 166.84% | |
| 86 | AIGAMERN INTL GROUP INC | 676,850 | $26.7B | 166.04% | |
| 87 | —RA PHARMACEUTICALS | 1,453,724 | $26.5B | 164.69% | |
| 88 | VYMVANGUARD WHITEHALL F | 323,272 | $25.2B | 156.94% | |
| 89 | ANATUSDAMERICAN NATL INS CO | 197,025 | $25.1B | 156.05% | |
| 90 | ALKSALKERMES PLC | 838,894 | $24.8B | 154.10% | |
| 91 | VNDAVANDA PHARMA | 939,374 | $24.5B | 152.79% | |
| 92 | SNASNAP-ON INC | 167,485 | $24.3B | 151.47% | |
| 93 | MCOMOODYS CORP | 172,724 | $24.2B | 150.57% | |
| 94 | ORLYO'REILLY AUTOMOTIVE | 69,370 | $23.9B | 148.69% | |
| 95 | KMXCARMAX INC | 380,520 | $23.9B | 148.59% | |
| 96 | WPWORLDPAY INC | 312,173 | $23.9B | 148.52% | |
| 97 | UPSUNITED PARCEL SERVIC | 238,346 | $23.2B | 144.70% | |
| 98 | DHID R HORTON INC | 670,251 | $23.2B | 144.60% | |
| 99 | VNOVORNADO RLTY TR | 368,047 | $22.8B | 142.11% | |
| 100 | SYKSTRYKER CORP | 145,545 | $22.8B | 142.01% |
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