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FIRST MANHATTAN CO. LLC.
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $39,239,503,148
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- BERKSHIRE HATHAWAY INC DEL · CL A · 084670108 · shares: $10,336,376,550
- MICROSOFT CORP · COM · 594918104 · shares: $1,620,906,706
- ASML HLDG NV · N Y REGISTRY SHS · N07059210 · shares: $1,429,229,612
- APPLE INC · COM · 037833100 · shares: $1,428,199,965
- ALPHABET INC · CAP STK CL C · 02079K107 · shares: $1,389,015,489
- BROOKFIELD CORP · CL A LTD VT SH · 11271J107 · shares: $964,389,062
- APPLIED MATLS INC · COM · 038222105 · shares: $896,848,073
- BERKSHIRE HATHAWAY INC DEL · CL B NEW · 084670702 · shares: $889,577,830
- KKR & CO INC · COM · 48251W104 · shares: $864,206,930
- AUTOZONE INC · COM · 053332102 · shares: $837,786,908
Reported holdings
742 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | — | 13,803 shares | $10,336,376,550 |
| MICROSOFT CORP | COM | 594918104 | — | 4,345,361 shares | $1,620,906,706 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 718,408 shares | $1,429,229,612 |
| APPLE INC | COM | 037833100 | — | 4,935,720 shares | $1,428,199,965 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 3,931,213 shares | $1,389,015,489 |
| BROOKFIELD CORP | CL A LTD VT SH | 11271J107 | — | 22,611,066 shares | $964,389,062 |
| APPLIED MATLS INC | COM | 038222105 | — | 1,240,454 shares | $896,848,073 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 1,777,769 shares | $889,577,830 |
| KKR & CO INC | COM | 48251W104 | — | 9,416,070 shares | $864,206,930 |
| AUTOZONE INC | COM | 053332102 | — | 262,141 shares | $837,786,908 |
| BROADCOM INC | COM | 11135F101 | — | 2,150,271 shares | $812,264,870 |
| AMAZON COM INC | COM | 023135106 | — | 3,262,397 shares | $777,559,701 |
| INTEL CORP | COM | 458140100 | — | 4,638,876 shares | $647,726,248 |
| VISA INC | COM CL A | 92826C839 | — | 1,682,548 shares | $577,265,511 |
| LANDBRIDGE COMPANY LLC | CL A | 514952100 | — | 7,082,845 shares | $561,244,638 |
| ORACLE CORP | COM | 68389X105 | — | 3,772,494 shares | $552,859,031 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 1,479,067 shares | $528,574,345 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 2,531,922 shares | $506,612,344 |
| TEXAS PACIFIC LAND CORPORATI | COM | 88262P102 | — | 1,064,741 shares | $465,973,064 |
| DANAHER CORP DEL | COM | 235851102 | — | 2,248,424 shares | $429,106,102 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 841,894 shares | $422,447,886 |
| S&P GLOBAL INC | COM | 78409V104 | — | 1,033,680 shares | $420,976,503 |
| HONEYWELL INTL INC | COM | 438516205 | — | 1,858,036 shares | $416,014,149 |
| HONEYWELL AEROSPACE INC | COM | 43849R105 | — | 1,875,740 shares | $414,688,489 |
| SYNOPSYS INC | COM | 871607107 | — | 859,147 shares | $383,239,751 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 867,432 shares | $360,530,629 |
| LINDE PLC | SHS | G54950103 | — | 678,305 shares | $351,999,613 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 1,769,286 shares | $322,215,374 |
| GE VERNOVA INC | COM | 36828A101 | — | 270,578 shares | $318,018,185 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 430,074 shares | $295,378,951 |
| LOWES COS INC | COM | 548661107 | — | 1,317,185 shares | $290,426,171 |
| SALESFORCE INC | COM | 79466L302 | — | 1,740,423 shares | $273,361,360 |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | — | 1,015,618 shares | $253,884,188 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 3,443,141 shares | $248,457,055 |
| ALLY FINL INC | COM | 02005N100 | — | 4,479,185 shares | $205,818,551 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | — | 2,213,280 shares | $203,820,955 |
| MARRIOTT INTL INC NEW | CL A | 571903202 | — | 528,442 shares | $195,835,321 |
| BOOKING HOLDINGS INC | COM | 09857L108 | — | 1,089,139 shares | $194,128,135 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 704,715 shares | $178,976,416 |
| UNION PAC CORP | COM | 907818108 | — | 647,042 shares | $175,995,538 |
| CARLISLE COS INC | COM | 142339100 | — | 469,174 shares | $170,192,869 |
| AMRIZE LTD | SHS | H2927K103 | — | 3,144,788 shares | $167,617,200 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 453,549 shares | $153,412,913 |
| ABBVIE INC | COM | 00287Y109 | — | 594,732 shares | $149,658,389 |
| GE AEROSPACE | COM NEW | 369604301 | — | 385,836 shares | $144,198,353 |
| MCDONALDS CORP | COM | 580135101 | — | 519,232 shares | $140,353,539 |
| MATCH GROUP INC NEW | COM | 57667L107 | — | 3,668,235 shares | $139,576,342 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | — | 385,343 shares | $129,020,543 |
| BALL CORP | COM | 058498106 | — | 2,043,868 shares | $127,537,374 |
| ASSURANT INC | COM | 04621X108 | — | 405,627 shares | $108,923,018 |
| CAPITAL ONE FINL CORP | COM | 14040H105 | — | 536,652 shares | $107,663,072 |
| META PLATFORMS INC | CL A | 30303M102 | — | 175,882 shares | $99,072,574 |
| NORTHERN LTS FD TR IV | FM FOCUS EQUITY | 66538H211 | — | 2,619,156 shares | $97,653,660 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 294,172 shares | $96,291,321 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | — | 447,053 shares | $95,119,436 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | — | 756,729 shares | $94,167,312 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | — | 728,686 shares | $89,708,533 |
| SERVICE CORP INTL | COM | 817565104 | — | 1,157,795 shares | $87,946,123 |
| ELI LILLY & CO | COM | 532457108 | — | 72,685 shares | $87,180,855 |
| QXO INC | COM NEW | 82846H405 | — | 4,868,271 shares | $84,131,263 |
| WOLFSPEED INC | COMMON STOCK | 97785W106 | — | 1,644,966 shares | $79,369,610 |
| WORKDAY INC | CL A | 98138H101 | — | 639,339 shares | $78,267,880 |
| CSW INDUSTRIALS INC | COM | 126402106 | — | 270,170 shares | $75,188,357 |
| VERALTO CORP | COM SHS | 92338C103 | — | 821,834 shares | $72,987,104 |
| COCA COLA CO | COM | 191216100 | — | 888,365 shares | $72,680,623 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 | — | 1,697,334 shares | $72,442,215 |
| POOL CORP | COM | 73278L105 | — | 323,110 shares | $69,436,408 |
| EAGLEROCK LD LLC | CL A SHS REP LTD | 27005A105 | — | 3,256,970 shares | $69,210,613 |
| CENCORA INC | COM | 03073E105 | — | 240,747 shares | $68,126,586 |
| TMC THE METALS COMPANY INC | COM | 87261Y106 | — | 15,315,924 shares | $67,849,543 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 90,479 shares | $67,758,688 |
| BLACKLINE INC | COM | 09239B109 | — | 2,403,510 shares | $67,466,526 |
| BROOKFIELD INFRASTRUCTURE PA | LP INT UNIT | G16252101 | — | 1,797,215 shares | $65,584,650 |
| CHUBB LIMITED | COM | H1467J104 | — | 190,921 shares | $65,054,374 |
| KINSALE CAP GROUP INC | COM | 49714P108 | — | 188,375 shares | $62,127,959 |
| KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | — | 175,497 shares | $61,436,235 |
| IQVIA HLDGS INC | COM | 46266C105 | — | 312,542 shares | $60,389,365 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 | — | 698,320 shares | $56,263,607 |
| ISHARES TR | ISHARES SEMICDTR | 464287523 | — | 85,294 shares | $54,652,983 |
| NESTLE SA | SPON ADR | 641069406 | — | 528,186 shares | $54,239,417 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 97,516 shares | $50,084,218 |
| BROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | 113004105 | — | 1,069,167 shares | $47,948,944 |
| CANADIAN NAT RES LTD MED TER | COM | 136385101 | — | 1,124,614 shares | $44,912,519 |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | — | 135,896 shares | $44,908,307 |
| MORGAN STANLEY | COM NEW | 617446448 | — | 211,022 shares | $44,112,039 |
| MONDELEZ INTL INC | CL A | 609207105 | — | 740,231 shares | $43,185,001 |
| SCHWAB CHARLES CORP | COM | 808513105 | — | 458,665 shares | $42,321,020 |
| MOODYS CORP | COM | 615369105 | — | 89,014 shares | $40,316,221 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 139,968 shares | $39,360,538 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 66,599 shares | $38,688,025 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 | — | 171,366 shares | $37,345,792 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 151,279 shares | $35,795,711 |
| AMGEN INC | COM | 031162100 | — | 87,079 shares | $31,533,047 |
| COPART INC | COM | 217204106 | — | 1,099,434 shares | $30,993,044 |
| SNAP ON INC | COM | 833034101 | — | 76,036 shares | $30,596,886 |
| WELLS FARGO & CO | COM | 949746101 | — | 364,317 shares | $30,107,160 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | — | 99,194 shares | $30,067,808 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 203,054 shares | $29,775,819 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 39,352 shares | $29,386,922 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | — | 184,342 shares | $29,131,566 |