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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) |
|---|---|---|---|---|---|
| TJX COS INC NEW | COM | 872540109 | — | 49,180 shares | $7,450,770 |
| COLGATE PALMOLIVE CO | COM | 194162103 | — | 80,011 shares | $7,335,408 |
| BROOKFIELD RENEWABLE ENERGY | PARTNERSHIP UNIT | G16258108 | — | 209,834 shares | $7,287,535 |
| AMERIPRISE FINL INC | COM | 03076C106 | — | 15,611 shares | $7,161,702 |
| AON PLC | SHS CL A | G0403H108 | — | 21,562 shares | $7,151,900 |
| CSX CORP | COM | 126408103 | — | 148,893 shares | $7,076,884 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | — | 29,103 shares | $7,071,738 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 9,568 shares | $7,046,203 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | — | 101,316 shares | $6,931,028 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | — | 118,863 shares | $6,848,908 |
| ORGANON & CO | COMMON STOCK | 68622V106 | — | 504,647 shares | $6,832,920 |
| AMEREN CORP | COM | 023608102 | — | 60,047 shares | $6,787,713 |
| MINERALS TECHNOLOGIES INC | COM | 603158106 | — | 89,792 shares | $6,641,914 |
| ZOETIS INC | CL A | 98978V103 | — | 92,399 shares | $6,639,792 |
| TIDEWATER INC NEW | COM | 88642R109 | — | 99,030 shares | $6,598,369 |
| GLOBE LIFE INC | COM | 37959E102 | — | 36,825 shares | $6,579,891 |
| CONSOLIDATED WATER CO INC | ORD | G23773107 | — | 221,571 shares | $6,536,345 |
| ISHARES TR | 0-3 MTH TREASURY | 46436E718 | — | 64,129 shares | $6,455,866 |
| HUNTINGTON BANCSHARES INC | COM | 446150104 | — | 357,754 shares | $6,397,181 |
| ISHARES TR | TRS FLT RT BD | 46434V860 | — | 125,782 shares | $6,368,343 |
| CATERPILLAR INC | COM | 149123101 | — | 5,942 shares | $6,327,812 |
| ROYAL CARIBBEAN GROUP | COM | V7780T103 | — | 19,775 shares | $6,308,901 |
| FORRESTER RESH INC | COM | 346563109 | — | 750,000 shares | $6,307,500 |
| NISOURCE INC | COM | 65473P105 | — | 131,813 shares | $6,267,708 |
| EVERGY INC | COM | 30034W106 | — | 71,604 shares | $6,188,734 |
| CF BANKSHARES INC | COM | 12520L109 | — | 187,022 shares | $6,128,711 |
| ROSS STORES INC | COM | 778296103 | — | 28,526 shares | $6,071,759 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | 92206C730 | — | 17,633 shares | $5,972,650 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | — | 117,331 shares | $5,933,429 |
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 | — | 15,285 shares | $5,911,168 |
| WILLIAMS COS INC | COM | 969457100 | — | 79,320 shares | $5,896,649 |
| IDACORP INC | COM | 451107106 | — | 38,868 shares | $5,880,728 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | — | 69,674 shares | $5,758,556 |
| CHENIERE ENERGY INC | COM NEW | 16411R208 | — | 23,384 shares | $5,589,010 |
| NORTHWESTERN ENERGY GROUP IN | COM NEW | 668074305 | — | 76,982 shares | $5,513,451 |
| CBIZ INC | COM | 124805102 | — | 170,975 shares | $5,484,878 |
| DEERE & CO | COM | 244199105 | — | 8,513 shares | $5,413,842 |
| BOSTON OMAHA CORP | CL A COM STK | 101044105 | — | 394,243 shares | $5,377,475 |
| ANALOG DEVICES INC | COM | 032654105 | — | 13,450 shares | $5,341,808 |
| ALTRIA GROUP INC | COM | 02209S103 | — | 71,006 shares | $5,184,509 |
| WELLS FARGO & CO | PERP PFD CNV A | 949746804 | — | 4,473 shares | $5,175,261 |
| SIRIUSXM HOLDINGS INC | COMMON STOCK | 829933100 | — | 172,064 shares | $5,082,771 |
| 3M CO | COM | 88579Y101 | — | 31,008 shares | $5,020,505 |
| EOG RES INC | COM | 26875P101 | — | 37,123 shares | $4,815,917 |
| FIFTH THIRD BANCORP | COM | 316773100 | — | 85,249 shares | $4,805,486 |
| LAMAR ADVERTISING CO | CL A | 512816109 | — | 30,637 shares | $4,778,759 |
| CHARTER COMMUNICATIONS INC | CL A | 16119P108 | — | 33,332 shares | $4,740,144 |
| DIAMONDBACK ENERGY INC | COM | 25278X109 | — | 26,775 shares | $4,706,510 |
| CARMAX INC | COM | 143130102 | — | 88,791 shares | $4,696,156 |
| NASDAQ INC | COM | 631103108 | — | 59,557 shares | $4,694,283 |
| MARKEL GROUP INC | COM | 570535104 | — | 2,391 shares | $4,669,647 |
| H2O AMERICA | COM | 784305104 | — | 76,629 shares | $4,656,744 |
| WYNDHAM HOTELS & RESORTS INC | COM | 98311A105 | — | 53,581 shares | $4,512,056 |
| CHORD ENERGY CORPORATION | COM NEW | 674215207 | — | 39,148 shares | $4,474,616 |
| STERLING INFRASTRUCTURE INC | COM | 859241101 | — | 5,277 shares | $4,429,303 |
| MARATHON PETE CORP | COM | 56585A102 | — | 17,303 shares | $4,423,858 |
| SHELL PLC | SPON ADS | 780259305 | — | 57,001 shares | $4,419,858 |
| PAYONEER GLOBAL INC | COM | 70451X104 | — | 617,574 shares | $4,397,127 |
| REGENCY CTRS CORP | COM | 758849103 | — | 54,159 shares | $4,360,137 |
| PFIZER INC | COM | 717081103 | — | 178,070 shares | $4,287,918 |
| ESQUIRE FINL HLDGS INC | COM | 29667J101 | — | 35,928 shares | $4,279,384 |
| MEDTRONIC PLC | SHS | G5960L103 | — | 52,309 shares | $4,129,490 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 | — | 46,095 shares | $4,081,251 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 27,185 shares | $4,031,807 |
| ISHARES TR | U.S. TECH ETF | 464287721 | — | 15,903 shares | $4,011,214 |
| MAINSTREET BANCSHARES INC | COM | 56064Y100 | — | 161,731 shares | $3,993,138 |
| CAPITAL SOUTHWEST CORP | COM | 140501107 | — | 167,842 shares | $3,989,604 |
| GALLAGHER ARTHUR J & CO | COM | 363576109 | — | 17,309 shares | $3,973,627 |
| KNIFE RIVER CORP | COMMON STOCK | 498894104 | — | 47,056 shares | $3,936,234 |
| GPGI INC | COM CL A | 20459V105 | — | 245,044 shares | $3,883,947 |
| ESSENTIAL UTILS INC | COM | 29670G102 | — | 101,101 shares | $3,873,191 |
| WATERS CORP | COM | 941848103 | — | 10,232 shares | $3,837,409 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 | — | 35,420 shares | $3,765,500 |
| CVS HEALTH CORP | COM | 126650100 | — | 36,168 shares | $3,741,630 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 45,068 shares | $3,733,433 |
| WARNER BROS DISCOVERY INC | COM SER A | 934423104 | — | 138,762 shares | $3,699,395 |
| ILLINOIS TOOL WKS INC | COM | 452308109 | — | 13,595 shares | $3,699,060 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 47,441 shares | $3,658,177 |
| CHESAPEAKE UTILS CORP | COM | 165303108 | — | 29,616 shares | $3,649,136 |
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | — | 108,642 shares | $3,613,433 |
| AMERICAN TOWER CORP | COM | 03027X100 | — | 21,826 shares | $3,608,879 |
| NORTHRIM BANCORP INC | COM | 666762109 | — | 130,018 shares | $3,606,699 |
| MARSH & MCLENNAN COS INC | COM | 571748102 | — | 21,536 shares | $3,589,463 |
| BANK OF NY MELLON CORP | COM | 064058100 | — | 24,491 shares | $3,541,644 |
| OGE ENERGY CORP | COM | 670837103 | — | 69,979 shares | $3,405,178 |
| RESOURCES CONNECTION INC | COM | 76122Q105 | — | 800,000 shares | $3,400,000 |
| ALLSTATE CORP | COM | 020002101 | — | 14,124 shares | $3,375,918 |
| CLARIVATE PLC | ORD SHS | G21810109 | — | 1,556,675 shares | $3,362,418 |
| MCKESSON CORP | COM | 58155Q103 | — | 4,438 shares | $3,356,954 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | — | 26,855 shares | $3,350,461 |
| ISHARES INC | MSCI EQUAL WEITE | 464286681 | — | 29,032 shares | $3,315,164 |
| UNITED PARCEL SVCS INC | CL B | 911312106 | — | 30,380 shares | $3,265,860 |
| WASTE MGMT INC DEL | COM | 94106L109 | — | 14,496 shares | $3,230,807 |
| LIBERTY MEDIA CORP DEL | COM LBTY ONE S C | 531229755 | — | 33,571 shares | $3,193,945 |
| PROLOGIS INC. | COM | 74340W103 | — | 23,450 shares | $3,176,772 |
| XYLEM INC | COM | 98419M100 | — | 26,671 shares | $3,152,799 |
| PORTLAND GEN ELEC CO | COM NEW | 736508847 | — | 60,413 shares | $3,131,206 |
| PERSONALIS INC | COM | 71535D106 | — | 230,600 shares | $3,090,040 |
| CITIZENS FINL GROUP INC | COM | 174610105 | — | 44,078 shares | $3,088,545 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 3,002 shares | $3,036,133 |