FIRST MANHATTAN CO. LLC. Q4 2023 Filing
Filed February 13, 2024
Portfolio Value
$28.8B
Holdings
1,442
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (1,442 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 301 | DOXAMDOCS LTD | 22,327 | $2.0B | 6.81% | |
| 302 | APOAPOLLO GLOBAL MGMT INC | 20,899 | $1.9B | 6.75% | |
| 303 | IVVISHARES TR | 3,982 | $1.9B | 6.60% | |
| 304 | DC/ADUNDEE CORP | 2,677,952 | $1.9B | 6.48% | |
| 305 | TJXTJX COS INC NEW | 19,877 | $1.9B | 6.47% | |
| 306 | DDDUPONT DE NEMOURS INC | 24,183 | $1.9B | 6.45% | |
| 307 | BKBANK NEW YORK MELLON CORP | 35,285 | $1.8B | 6.37% | |
| 308 | MPCMARATHON PETE CORP | 12,306 | $1.8B | 6.33% | |
| 309 | CMECME GROUP INC | 8,629 | $1.8B | 6.30% | |
| 310 | TDYTELEDYNE TECHNOLOGIES INC | 4,068 | $1.8B | 6.30% | |
| 311 | BAFNBAYFIRST FINANCIAL CORP | 139,015 | $1.8B | 6.29% | |
| 312 | MAAMID-AMER APT CMNTYS INC | 13,267 | $1.8B | 6.19% | |
| 313 | VTWOVANGUARD SCOTTSDALE FDS | 21,264 | $1.7B | 5.98% | |
| 314 | TXNMPNM RES INC | 41,140 | $1.7B | 5.94% | |
| 315 | PLXSPLEXUS CORP | 15,816 | $1.7B | 5.93% | |
| 316 | EBAEBAY INC. | 39,130 | $1.7B | 5.92% | |
| 317 | SPDWSPDR INDEX SHS FDS | 48,641 | $1.7B | 5.74% | |
| 318 | PSAPUBLIC STORAGE | 5,424 | $1.7B | 5.74% | |
| 319 | CMSCMS ENERGY CORP | 28,449 | $1.7B | 5.73% | |
| 320 | MCBIMOUNTAIN COMM BANCOR | 85,000 | $1.6B | 5.45% | |
| 321 | RPTUSDRPT REALTY | 122,335 | $1.6B | 5.44% | |
| 322 | SSENTINELONE INC | 56,606 | $1.6B | 5.39% | |
| 323 | JT5MUELLER WTR PRODS INC | 106,760 | $1.5B | 5.33% | |
| 324 | APHAMPHENOL CORP NEW | 15,501 | $1.5B | 5.33% | |
| 325 | PANWPALO ALTO NETWORKS INC | 5,206 | $1.5B | 5.33% | |
| 326 | ACUACME UTD CORP | 35,298 | $1.5B | 5.25% | |
| 327 | TCN1EURTRICON RESIDENTIAL INC | 165,110 | $1.5B | 5.21% | |
| 328 | REEVEREST GROUP LTD | 4,200 | $1.5B | 5.15% | |
| 329 | FWONALIBERTY MEDIA CORP DEL | 39,395 | $1.5B | 5.11% | |
| 330 | PAASPAN AMERN SILVER CORP | 89,945 | $1.5B | 5.09% | |
| 331 | VMCVULCAN MATLS CO | 6,461 | $1.5B | 5.09% | |
| 332 | DOWDOW INC | 26,650 | $1.5B | 5.07% | |
| 333 | NOCNORTHROP GRUMMAN CORP | 3,053 | $1.4B | 4.96% | |
| 334 | TAT&T INC | 84,901 | $1.4B | 4.94% | |
| 335 | MRSHMARSH & MCLENNAN COS INC | 7,335 | $1.4B | 4.84% | |
| 336 | CARRCARRIER GLOBAL CORPORATION | 24,212 | $1.4B | 4.83% | |
| 337 | VCITVANGUARD SCOTTSDALE FDS | 17,113 | $1.4B | 4.82% | |
| 338 | AMDADVANCED MICRO DEVICES INC | 9,416 | $1.4B | 4.82% | |
| 339 | MANMANPOWERGROUP INC WIS | 17,412 | $1.4B | 4.80% | |
| 340 | WMWASTE MGMT INC DEL | 7,686 | $1.4B | 4.77% | |
| 341 | CFRCULLEN FROST BANKERS INC | 12,677 | $1.4B | 4.77% | |
| 342 | NOWSERVICENOW INC | 1,939 | $1.4B | 4.75% | |
| 343 | LF2PACIFIC PREMIER BANCORP | 45,969 | $1.3B | 4.64% | |
| 344 | PRKPARK NATL CORP | 10,067 | $1.3B | 4.64% | |
| 345 | SAFTSAFETY INS GROUP INC | 17,200 | $1.3B | 4.53% | |
| 346 | METCBRAMACO RES INC | 97,452 | $1.3B | 4.50% | |
| 347 | NSCNORFOLK SOUTHN CORP | 5,336 | $1.3B | 4.37% | |
| 348 | MLIMUELLER INDS INC | 26,590 | $1.3B | 4.35% | |
| 349 | ALCALCON AG | 16,013 | $1.3B | 4.34% | |
| 350 | BMYBRISTOL-MYERS SQUIBB CO | 24,258 | $1.2B | 4.32% | |
| 351 | CTRACOTERRA ENERGY INC | 48,551 | $1.2B | 4.30% | |
| 352 | IWDISHARES TR | 7,471 | $1.2B | 4.29% | |
| 353 | GMGENERAL MTRS CO | 34,414 | $1.2B | 4.29% | |
| 354 | VNOVORNADO RLTY TR | 43,108 | $1.2B | 4.22% | |
| 355 | OLPONE LIBERTY PPTYS INC | 55,509 | $1.2B | 4.22% | |
| 356 | BILIBILIBILI INC | 99,198 | $1.2B | 4.19% | |
| 357 | DALDELTA AIR LINES INC DEL | 29,782 | $1.2B | 4.16% | |
| 358 | CATCATERPILLAR INC | 4,021 | $1.2B | 4.15% | |
| 359 | RGENREPLIGEN CORP | 6,630 | $1.2B | 4.14% | |
| 360 | NUNU HLDGS LTD | 142,500 | $1.2B | 4.12% | |
| 361 | PNWPINNACLE WEST CAP CORP | 16,429 | $1.2B | 4.09% | |
| 362 | SYYSYSCO CORP | 16,143 | $1.2B | 4.09% | |
| 363 | IAU*ISHARES GOLD TR | 29,932 | $1.2B | 4.05% | |
| 364 | VMEO*VIMEO INC | 297,450 | $1.2B | 4.05% | |
| 365 | SCHDSCHWAB STRATEGIC TR | 15,162 | $1.2B | 4.00% | |
| 366 | FFC0OAKTREE SPECIALTY LENDING CO | 55,256 | $1.1B | 3.91% | |
| 367 | NRIMNORTHRIM BANCORP INC | 19,500 | $1.1B | 3.87% | |
| 368 | CFFIC & F FINL CORP | 16,295 | $1.1B | 3.85% | |
| 369 | EOGEOG RES INC | 9,152 | $1.1B | 3.84% | |
| 370 | GNRVGRAND RIV COMM | 319,704 | $1.1B | 3.80% | |
| 371 | VXUSVANGUARD STAR FDS | 18,602 | $1.1B | 3.74% | |
| 372 | MDC1USDM D C HLDGS INC | 19,449 | $1.1B | 3.73% | |
| 373 | DUKDUKE ENERGY CORP NEW | 10,925 | $1.1B | 3.69% | |
| 374 | ECLECOLAB INC | 5,337 | $1.1B | 3.69% | |
| 375 | LULULULULEMON ATHLETICA INC | 2,012 | $1.0B | 3.57% | |
| 376 | APGAPI GROUP CORP | 29,150 | $1.0B | 3.50% | |
| 377 | CARECARTER BANKSHARES INC | 67,032 | $1.0B | 3.48% | |
| 378 | XLESELECT SECTOR SPDR TR | 11,943 | $1.0B | 3.48% | |
| 379 | VFMFVANGUARD WELLINGTON FD | 8,679 | $996.0M | 3.46% | |
| 380 | VLYVALLEY NATL BANCORP | 91,221 | $990.0M | 3.43% | |
| 381 | HESHESS CORP | 6,689 | $964.0M | 3.34% | |
| 382 | AWIARMSTRONG WORLD INDS INC NEW | 9,700 | $953.0M | 3.31% | |
| 383 | BLKCHFBLACKROCK INC | 1,134 | $921.0M | 3.20% | |
| 384 | HTBKHERITAGE COMM CORP | 92,045 | $913.0M | 3.17% | |
| 385 | KLACKLA CORP | 1,563 | $909.0M | 3.15% | |
| 386 | KVUEKENVUE INC | 41,890 | $901.0M | 3.13% | |
| 387 | PXDEURPIONEER NAT RES CO | 4,002 | $899.0M | 3.12% | |
| 388 | TSLATESLA INC | 3,578 | $889.0M | 3.08% | |
| 389 | OGNORGANON & CO | 61,498 | $887.0M | 3.08% | |
| 390 | BCOBRINKS CO | 10,069 | $885.0M | 3.07% | |
| 391 | ULUNILEVER PLC | 18,211 | $882.0M | 3.06% | |
| 392 | OKEONEOK INC NEW | 12,475 | $875.0M | 3.04% | |
| 393 | OZKBANK OZK LITTLE ROCK ARK | 17,500 | $872.0M | 3.03% | |
| 394 | BDXBECTON DICKINSON & CO | 3,568 | $869.0M | 3.01% | |
| 395 | SWKSTANLEY BLACK & DECKER INC | 8,601 | $843.0M | 2.92% | |
| 396 | HSYHERSHEY CO | 4,489 | $841.0M | 2.92% | |
| 397 | EMREMERSON ELEC CO | 8,618 | $839.0M | 2.91% | |
| 398 | VUGVANGUARD INDEX FDS | 2,691 | $838.0M | 2.91% | |
| 399 | CPCANADIAN PACIFIC KANSAS CITY | 10,605 | $838.0M | 2.91% | |
| 400 | PKBKPARKE BANCORP INC | 41,149 | $833.0M | 2.89% |