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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) |
|---|---|---|---|---|---|
| AMPHENOL CORP | CL A | 032095101 | — | 160,486 shares | $28,337,013 |
| STRYKER CORPORATION | COM | 863667101 | — | 88,504 shares | $27,942,583 |
| DOUGLAS EMMETT INC | COM | 25960P109 | — | 2,305,457 shares | $27,642,429 |
| WATERBRIDGE INFRASTRUCTURE L | CL A SHS REPSTG | 940923105 | — | 803,720 shares | $27,543,484 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 56,887 shares | $27,220,482 |
| INGREDION INC | COM | 457187102 | — | 283,935 shares | $26,891,484 |
| ENBRIDGE INC | COM | 29250N105 | — | 491,882 shares | $26,667,530 |
| COMCAST CORP NEW | CL A | 20030N101 | — | 1,072,332 shares | $26,325,751 |
| LVMH MOET HENNESSY LOUIS VUITTON | COMMON STOCK | F58485115 | — | 46,634 shares | $25,808,185 |
| TARGET CORP | COM | 87612E106 | — | 189,107 shares | $24,699,265 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | — | 251,762 shares | $24,315,174 |
| DIAGEO PLC | SPON ADR NEW | 25243Q205 | — | 302,107 shares | $24,283,361 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 335,605 shares | $23,911,867 |
| BXP INC | COM | 101121101 | — | 354,087 shares | $23,479,509 |
| EXXON MOBIL CORP | COM | 30231G102 | — | 167,921 shares | $22,958,140 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 52,227 shares | $22,645,257 |
| GRACO INC | COM | 384109104 | — | 293,836 shares | $22,216,967 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 249,760 shares | $21,921,456 |
| NAVIGATOR HLDGS LTD | SHS | Y62132108 | — | 1,155,737 shares | $21,531,380 |
| MERCK & CO INC | COM | 58933Y105 | — | 158,760 shares | $20,533,438 |
| MARTIN MARIETTA MATLS INC | COM | 573284106 | — | 35,200 shares | $20,299,840 |
| LOEWS CORP | COM | 540424108 | — | 177,142 shares | $20,054,246 |
| CBL & ASSOC PPTYS INC | COMMON STOCK | 124830878 | — | 354,379 shares | $18,813,981 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 20,043 shares | $18,749,625 |
| HOME DEPOT INC | COM | 437076102 | — | 52,801 shares | $18,621,857 |
| DISNEY WALT CO | COM | 254687106 | — | 187,732 shares | $18,212,209 |
| AMALGAMATED FINANCIAL CORP | COM | 022671101 | — | 396,495 shares | $18,199,121 |
| BOEING CO | COM | 097023105 | — | 83,958 shares | $18,174,388 |
| GMO ETF TRUST | US QUALITY ETF | 90139K100 | — | 431,225 shares | $17,947,585 |
| US BANCORP | COM NEW | 902973304 | — | 283,800 shares | $17,141,520 |
| CONOCOPHILLIPS | COM | 20825C104 | — | 162,995 shares | $16,944,929 |
| BLACKSTONE INC | COM | 09260D107 | — | 137,827 shares | $16,218,103 |
| CIENA CORP | COM NEW | 171779309 | — | 32,396 shares | $15,892,182 |
| AXIS CAP HLDGS LTD | SHS | G0692U109 | — | 145,573 shares | $15,704,415 |
| BANK OF AMER CORP | COM | 060505104 | — | 267,845 shares | $15,261,829 |
| CISCO SYS INC | COM | 17275R102 | — | 127,356 shares | $14,959,212 |
| RANGE RES CORP | COM | 75281A109 | — | 399,877 shares | $14,871,426 |
| TRIMAS CORP | COM NEW | 896215209 | — | 329,720 shares | $14,847,292 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 39,784 shares | $14,655,630 |
| CROWN HLDGS INC | COM | 228368106 | — | 125,110 shares | $13,989,800 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | — | 378,333 shares | $13,907,528 |
| WALMART INC | COM | 931142103 | — | 122,049 shares | $13,823,220 |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 VAL | 921932778 | — | 117,610 shares | $13,799,203 |
| HCA HEALTHCARE INC | COM | 40412C101 | — | 35,269 shares | $13,751,030 |
| AMERICAN WTR WKS CO INC NEW | COM | 030420103 | — | 102,039 shares | $13,426,305 |
| PEPSICO INC | COM | 713448108 | — | 98,529 shares | $13,340,849 |
| RTX CORPORATION | COM | 75513E101 | — | 69,427 shares | $13,172,385 |
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | — | 179,287 shares | $13,116,244 |
| RPM INTL INC | COM | 749685103 | — | 114,621 shares | $12,740,124 |
| GREEN BRICK PARTNERS INC | COM | 392709101 | — | 157,929 shares | $12,640,637 |
| DOLLAR GEN CORP | COM | 256677105 | — | 107,198 shares | $12,339,562 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 205,362 shares | $12,258,072 |
| NEWMONT CORP | COM | 651639106 | — | 127,912 shares | $11,946,981 |
| NN INC | COM | 629337106 | — | 3,303,800 shares | $11,860,642 |
| LOAR HOLDINGS INC | COM SHS | 53947R105 | — | 144,955 shares | $11,684,823 |
| BRIDGER AEROSPACE GRP HLDGS | COM | 96812F102 | — | 6,020,430 shares | $11,559,226 |
| TRAVELERS COMPANIES INC | COM | 89417E109 | — | 34,854 shares | $11,506,002 |
| PNC FINL SVCS GROUP INC | COM | 693475105 | — | 46,041 shares | $11,336,215 |
| SL GREEN RLTY CORP | COM | 78440X887 | — | 214,785 shares | $11,119,419 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 9,453 shares | $10,911,106 |
| PHILLIPS 66 | COM | 718546104 | — | 64,125 shares | $10,840,331 |
| FRANCO NEV CORP | COM | 351858105 | — | 51,577 shares | $10,750,710 |
| HOWARD HUGHES HOLDINGS INC | COM | 44267T102 | — | 149,778 shares | $10,707,629 |
| TEXAS INSTRS INC | COM | 882508104 | — | 35,286 shares | $10,517,550 |
| NUTRIEN LTD | COM | 67077M108 | — | 164,491 shares | $10,450,870 |
| AERCAP HOLDINGS NV | SHS | N00985106 | — | 71,397 shares | $10,408,255 |
| KLA CORP | COM NEW | 482480100 | — | 33,810 shares | $10,200,815 |
| MESABI TR | CTF BEN INT | 590672101 | — | 396,373 shares | $10,028,237 |
| CITIGROUP INC | COM NEW | 172967424 | — | 71,059 shares | $9,945,394 |
| JEFFERIES FINANCIAL GROUP IN | COM | 47233W109 | — | 197,183 shares | $9,855,202 |
| COMMERCIAL METALS CO | COM | 201723103 | — | 156,077 shares | $9,793,832 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 43,280 shares | $9,766,404 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 107,475 shares | $9,752,282 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | — | 22,585 shares | $9,406,833 |
| CHEVRON CORPORATION | COM | 166764100 | — | 55,881 shares | $9,262,835 |
| QUALCOMM INC | COM | 747525103 | — | 49,855 shares | $9,212,632 |
| METTLER TOLEDO INTERNATIONAL | COM | 592688105 | — | 7,150 shares | $9,134,197 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | — | 24,463 shares | $9,052,385 |
| AUTOLIV INC | COM | 052800109 | — | 77,714 shares | $9,028,035 |
| SEMPRA | COM | 816851109 | — | 96,386 shares | $8,999,320 |
| YUM BRANDS INC | COM | 988498101 | — | 56,187 shares | $8,982,080 |
| GILEAD SCIENCES INC | COM | 375558103 | — | 70,366 shares | $8,890,027 |
| NIKE INC | CL B | 654106103 | — | 214,162 shares | $8,879,370 |
| DEVON ENERGY CORP NEW | COM | 25179M103 | — | 213,067 shares | $8,803,928 |
| MERIDIAN CORP | COM | 58958P104 | — | 437,696 shares | $8,767,051 |
| NCR ATLEOS CORPORATION | COM SHS | 63001N106 | — | 201,195 shares | $8,733,875 |
| NORTHERN TR CORP | COM | 665859104 | — | 49,643 shares | $8,669,718 |
| VANGUARD INTL EQUITY INDEX F | FTSE PACIFIC ETF | 922042866 | — | 74,695 shares | $8,641,465 |
| ALAMOS GOLD INC | COM CL A | 011532108 | — | 282,625 shares | $8,566,805 |
| SCHEIN HENRY INC | COM | 806407102 | — | 101,889 shares | $8,509,769 |
| MSA SAFETY INC | COM | 553498106 | — | 48,700 shares | $8,502,046 |
| ADT INC DEL | COM | 00090Q103 | — | 1,296,275 shares | $8,497,083 |
| AGILENT TECHNOLOGIES INC | COM | 00846U101 | — | 63,046 shares | $8,390,515 |
| EMERSON ELEC CO | COM | 291011104 | — | 58,352 shares | $8,353,157 |
| NORTHERN LTS FD TR IV | FM COMPOUNDERS | 66537J788 | — | 287,529 shares | $8,302,026 |
| MIDDLESEX WTR CO | COM | 596680108 | — | 141,624 shares | $7,953,604 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 | — | 50,123 shares | $7,855,277 |
| ONTO INNOVATION INC | COM | 683344105 | — | 20,601 shares | $7,796,448 |
| WHEATON PRECIOUS METALS CORP | COM | 962879102 | — | 68,740 shares | $7,720,877 |
| EATON CORP PLC | SHS | G29183103 | — | 18,012 shares | $7,675,273 |