FIRST MANHATTAN CO. LLC. Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$34.1B
Holdings
680
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (680 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 301 | NVTNVENT ELECTRIC PLC | 30,711 | $2.1B | 6.14% | |
| 302 | PBRPETROLEO BRASILEIRO SA PETRO | 150,194 | $2.1B | 6.09% | |
| 303 | AKXANSYS INC | 3,043 | $2.0B | 5.99% | |
| 304 | CHMGCHEMUNG FINL CORP | 41,290 | $2.0B | 5.95% | |
| 305 | DUKDUKE ENERGY CORP NEW | 17,102 | $2.0B | 5.88% | |
| 306 | JT5MUELLER WTR PRODS INC | 86,050 | $1.9B | 5.68% | |
| 307 | TRVCCITIGROUP INC | 27,254 | $1.9B | 5.63% | |
| 308 | TDYTELEDYNE TECHNOLOGIES INC | 3,997 | $1.9B | 5.44% | |
| 309 | BAFNBAYFIRST FINANCIAL CORP | 139,015 | $1.8B | 5.42% | |
| 310 | GMGENERAL MTRS CO | 34,613 | $1.8B | 5.41% | |
| 311 | FRSTPRIMIS FINANCIAL CORP | 157,781 | $1.8B | 5.40% | |
| 312 | BAXBAXTER INTL INC | 56,293 | $1.8B | 5.39% | |
| 313 | MLIMUELLER INDS INC | 23,045 | $1.8B | 5.36% | |
| 314 | TXNMTXNM ENERGY INC | 36,640 | $1.8B | 5.28% | |
| 315 | CMECME GROUP INC | 7,523 | $1.8B | 5.25% | |
| 316 | MAAMID-AMER APT CMNTYS INC | 11,571 | $1.8B | 5.25% | |
| 317 | NRIMNORTHRIM BANCORP INC | 22,625 | $1.8B | 5.17% | |
| 318 | CMSCMS ENERGY CORP | 26,399 | $1.8B | 5.16% | |
| 319 | EBAEBAY INC. | 28,232 | $1.7B | 5.13% | |
| 320 | ELVELEVANCE HEALTH INC | 4,712 | $1.7B | 5.10% | |
| 321 | MPCMARATHON PETE CORP | 12,377 | $1.7B | 5.06% | |
| 322 | PSAPUBLIC STORAGE OPER CO | 5,723 | $1.7B | 5.03% | |
| 323 | VNOVORNADO RLTY TR | 39,667 | $1.7B | 4.89% | |
| 324 | VTWOVANGUARD SCOTTSDALE FDS | 18,549 | $1.7B | 4.86% | |
| 325 | TSLATESLA INC | 4,057 | $1.6B | 4.81% | |
| 326 | VMEO*VIMEO INC | 250,162 | $1.6B | 4.70% | |
| 327 | XLESELECT SECTOR SPDR TR | 18,511 | $1.6B | 4.65% | |
| 328 | CATCATERPILLAR INC | 4,328 | $1.6B | 4.61% | |
| 329 | XLISELECT SECTOR SPDR TR | 11,837 | $1.6B | 4.57% | |
| 330 | NOWSERVICENOW INC | 1,463 | $1.6B | 4.55% | |
| 331 | MGMMGM RESORTS INTERNATIONAL | 44,711 | $1.5B | 4.54% | |
| 332 | BUWABIO RAD LABS INC | 4,705 | $1.5B | 4.53% | |
| 333 | ALSALLSTATE CORP | 7,940 | $1.5B | 4.51% | |
| 334 | KELKELLANOVA | 18,918 | $1.5B | 4.49% | |
| 335 | BLKBLACKROCK INC | 1,490 | $1.5B | 4.48% | |
| 336 | VMCVULCAN MATLS CO | 5,937 | $1.5B | 4.48% | |
| 337 | WBDWARNER BROS DISCOVERY INC | 144,266 | $1.5B | 4.47% | |
| 338 | DVNDEVON ENERGY CORP NEW | 46,528 | $1.5B | 4.47% | |
| 339 | REEVEREST GROUP LTD | 4,200 | $1.5B | 4.47% | |
| 340 | SPDWSPDR INDEX SHS FDS | 44,436 | $1.5B | 4.45% | |
| 341 | KIMKIMCO RLTY CORP | 64,148 | $1.5B | 4.41% | |
| 342 | APHAMPHENOL CORP NEW | 21,532 | $1.5B | 4.40% | |
| 343 | OWLBLUE OWL CAPITAL INC | 62,050 | $1.4B | 4.23% | |
| 344 | TAT&T INC | 62,345 | $1.4B | 4.16% | |
| 345 | DOXAMDOCS LTD | 16,550 | $1.4B | 4.16% | |
| 346 | WMWASTE MGMT INC DEL | 6,983 | $1.4B | 4.13% | |
| 347 | DOWDOW INC | 34,752 | $1.4B | 4.09% | |
| 348 | NOCNORTHROP GRUMMAN CORP | 2,938 | $1.4B | 4.04% | |
| 349 | NSCNORFOLK SOUTHN CORP | 4,488 | $1.4B | 4.01% | |
| 350 | TEVATEVA PHARMACEUTICAL INDS LTD | 61,675 | $1.4B | 3.99% | |
| 351 | VUGVANGUARD INDEX FDS | 3,301 | $1.4B | 3.97% | |
| 352 | CEF/USPROTT PHYSICAL GOLD & SILVE | 56,457 | $1.3B | 3.93% | |
| 353 | PHYS/USPROTT PHYSICAL GOLD TR | 66,599 | $1.3B | 3.93% | |
| 354 | CFRCULLEN FROST BANKERS INC | 9,874 | $1.3B | 3.89% | |
| 355 | OKEONEOK INC NEW | 12,987 | $1.3B | 3.82% | |
| 356 | PRKPARK NATL CORP | 7,567 | $1.3B | 3.80% | |
| 357 | ACUACME UTD CORP | 34,748 | $1.3B | 3.80% | |
| 358 | XLYSELECT SECTOR SPDR TR | 5,747 | $1.3B | 3.78% | |
| 359 | CFFIC & F FINL CORP | 17,935 | $1.3B | 3.77% | |
| 360 | NFLXNETFLIX INC | 1,438 | $1.3B | 3.76% | |
| 361 | PLDPROLOGIS INC. | 12,095 | $1.3B | 3.75% | |
| 362 | HBANHUNTINGTON BANCSHARES INC | 77,359 | $1.3B | 3.73% | |
| 363 | CARRCARRIER GLOBAL CORPORATION | 18,489 | $1.3B | 3.71% | |
| 364 | CTRACOTERRA ENERGY INC | 48,975 | $1.3B | 3.67% | |
| 365 | VCITVANGUARD SCOTTSDALE FDS | 15,559 | $1.2B | 3.66% | |
| 366 | DALDELTA AIR LINES INC DEL | 20,625 | $1.2B | 3.66% | |
| 367 | PAASPAN AMERN SILVER CORP | 61,365 | $1.2B | 3.64% | |
| 368 | SCHDSCHWAB STRATEGIC TR | 45,159 | $1.2B | 3.62% | |
| 369 | VXUSVANGUARD STAR FDS | 20,789 | $1.2B | 3.59% | |
| 370 | QSRRESTAURANT BRANDS INTL INC | 18,516 | $1.2B | 3.57% | |
| 371 | PNWPINNACLE WEST CAP CORP | 14,304 | $1.2B | 3.56% | |
| 372 | ECLECOLAB INC | 5,156 | $1.2B | 3.55% | |
| 373 | IBDRISHARES TR | 50,232 | $1.2B | 3.55% | |
| 374 | DIBS1STDIBS COM INC | 337,773 | $1.2B | 3.51% | |
| 375 | DFICDIMENSIONAL ETF TRUST | 45,636 | $1.2B | 3.46% | |
| 376 | IWDISHARES TR | 6,358 | $1.2B | 3.45% | |
| 377 | TYLTYLER TECHNOLOGIES INC | 2,033 | $1.2B | 3.44% | |
| 378 | ALCALCON AG | 13,579 | $1.2B | 3.38% | |
| 379 | VEUVANGUARD INTL EQUITY INDEX F | 20,054 | $1.2B | 3.38% | |
| 380 | BMYBRISTOL-MYERS SQUIBB CO | 20,330 | $1.1B | 3.37% | |
| 381 | EFAISHARES TR | 15,200 | $1.1B | 3.37% | |
| 382 | ALSNALLISON TRANSMISSION HLDGS I | 10,322 | $1.1B | 3.27% | |
| 383 | CTVACORTEVA INC | 19,436 | $1.1B | 3.25% | |
| 384 | VFMFVANGUARD WELLINGTON FD | 8,418 | $1.1B | 3.22% | |
| 385 | AWIARMSTRONG WORLD INDS INC NEW | 7,750 | $1.1B | 3.21% | |
| 386 | DDDUPONT DE NEMOURS INC | 14,016 | $1.1B | 3.13% | |
| 387 | QUALISHARES TR | 5,984 | $1.1B | 3.13% | |
| 388 | IBDQISHARES TR | 42,452 | $1.1B | 3.12% | |
| 389 | FDXFEDEX CORP | 3,753 | $1.1B | 3.11% | |
| 390 | CARECARTER BANKSHARES INC | 60,000 | $1.1B | 3.10% | |
| 391 | SAFTSAFETY INS GROUP INC | 12,800 | $1.1B | 3.09% | |
| 392 | RGTIRIGETTI COMPUTING INC | 66,775 | $1.0B | 2.99% | |
| 393 | CITCINTAS CORP | 5,512 | $1.0B | 2.95% | |
| 394 | PHPARKER-HANNIFIN CORP | 1,580 | $1.0B | 2.95% | |
| 395 | APGAPI GROUP CORP | 27,717 | $997.0M | 2.92% | |
| 396 | IWNISHARES TR | 6,052 | $993.6M | 2.91% | |
| 397 | XLFSELECT SECTOR SPDR TR | 20,489 | $990.2M | 2.90% | |
| 398 | PSLV/USPROTT PHYSICAL SILVER TR | 102,395 | $988.1M | 2.90% | |
| 399 | LULULULULEMON ATHLETICA INC | 2,572 | $983.6M | 2.88% | |
| 400 | PANWPALO ALTO NETWORKS INC | 5,404 | $983.3M | 2.88% |