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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
  1. BERKSHIRE HATHAWAY INC DEL · CL A · 084670108 · shares: $10,336,376,550
  2. MICROSOFT CORP · COM · 594918104 · shares: $1,620,906,706
  3. ASML HLDG NV · N Y REGISTRY SHS · N07059210 · shares: $1,429,229,612
  4. APPLE INC · COM · 037833100 · shares: $1,428,199,965
  5. ALPHABET INC · CAP STK CL C · 02079K107 · shares: $1,389,015,489
  6. BROOKFIELD CORP · CL A LTD VT SH · 11271J107 · shares: $964,389,062
  7. APPLIED MATLS INC · COM · 038222105 · shares: $896,848,073
  8. BERKSHIRE HATHAWAY INC DEL · CL B NEW · 084670702 · shares: $889,577,830
  9. KKR & CO INC · COM · 48251W104 · shares: $864,206,930
  10. AUTOZONE INC · COM · 053332102 · shares: $837,786,908

Reported holdings

742 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
NWPX INFRASTRUCTURE INCCOM667746101 — 8,970 shares $1,344,962
DARDEN RESTAURANTS INCCOM237194105 — 6,424 shares $1,323,408
VALMONT INDS INCCOM920253101 — 2,229 shares $1,289,187
CULLEN FROST BANKERS INCCOM229899109 — 8,338 shares $1,288,388
VERIZON COMMUNICATIONS INCCOM92343V104 — 30,381 shares $1,286,321
C & F FINL CORPCOM12466Q104 — 15,935 shares $1,282,449
SCHWAB STRATEGIC TRUS DIVIDEND EQ808524797 — 40,409 shares $1,281,369
VULCAN MATLS COCOM929160109 — 4,258 shares $1,256,153
ACME UTD CORPCOM004816104 — 26,217 shares $1,251,096
DUKE ENERGY CORP NEWCOM NEW26441C204 — 9,820 shares $1,243,016
AMERICAN INTL GROUP INCCOM NEW026874784 — 16,663 shares $1,241,910
SUNBELT RENTALS HOLDINGS INCSHS866966104 — 16,591 shares $1,241,173
VANGUARD SCOTTSDALE FDSVNG RUS1000GRW92206C680 — 9,699 shares $1,239,629
VANGUARD BD INDEX FDSTOTAL BND MRKT921937835 — 16,858 shares $1,237,546
CITIZENS CMNTY BANCORP INC MCOM174903104 — 52,624 shares $1,230,875
BROOKFIELD RENEWABLE CORPCL A EX SUB VTG11285B108 — 32,677 shares $1,212,970
MID PENN BANCORP INCCOM59540G107 — 34,787 shares $1,211,979
CARRIER GLOBAL CORPORATIONCOM14448C104 — 15,965 shares $1,171,033
VANGUARD WORLD FDINF TECH ETF92204A702 — 9,754 shares $1,165,798
CANADIAN PACIFIC KANSAS CITYCOM13646K108 — 13,059 shares $1,134,355
CONSOLIDATED EDISON INCCOM209115104 — 10,220 shares $1,130,639
BLEND LABS INCCL A09352U108 — 659,768 shares $1,128,203
SELECT SECTOR SPDR TRST STR FINL ETF81369Y605 — 20,998 shares $1,125,703
GLOBAL X FDSGLB X MLP ENRG I37954Y293 — 15,146 shares $1,115,654
VANGUARD INTL EQUITY INDEX FALLWRLD EX US922042775 — 13,257 shares $1,110,274
COMPASS DIVERSIFIEDSH BEN INT20451Q104 — 103,500 shares $1,103,310
ANHEUSER BUSCH INBEV SA NVSPONSORED ADR03524A108 — 13,282 shares $1,094,437
ISHARES TRIBONDS DEC 2946436E205 — 47,164 shares $1,092,318
HERSHEY COCOM427866108 — 6,116 shares $1,073,020
AIR PRODUCTS AND CHEMICALS ICOM009158106 — 3,638 shares $1,066,589
FIRST NATL CORP VACOM32106V107 — 35,500 shares $1,065,710
TANGER INCCOM875465106 — 26,675 shares $1,052,862
ISHARES TRRUSSELL 2000 ETF464287655 — 3,491 shares $1,048,871
SCHWAB STRATEGIC TREMRG MKTEQ ETF808524706 — 28,221 shares $1,023,293
ONEOK INC NEWCOM682680103 — 11,707 shares $1,017,807
TEVA PHARMACEUTICAL INDS LTDSPONSORED ADS881624209 — 30,035 shares $1,017,586
BANK OZK LITTLE ROCK ARKCOM06417N103 — 19,335 shares $1,007,160
PARNASSUS INCOME FDSCORE SELECT ETF701769507 — 34,870 shares $1,004,054
SHOPIFY INCCL A SUB VTG SHS82509L107 — 8,661 shares $988,913
INTUITIVE SURGICAL INCCOM NEW46120E602 — 2,441 shares $970,737
ISHARES INCMSCI CDA ETF464286509 — 16,530 shares $952,789
VANGUARD INDEX FDSMCAP GR IDXVIP922908538 — 3,110 shares $952,593
MACOM TECH SOLUTIONS HLDGS ICOM55405Y100 — 2,500 shares $950,925
PEAPACK-GLADSTONE FINL CORPCOM704699107 — 20,000 shares $946,600
PRIMORIS SVCS CORPCOM74164F103 — 9,515 shares $943,888
CINTAS CORPCOM172908105 — 5,528 shares $940,202
SWEETGREEN INCCOM CL A87043Q108 — 106,200 shares $935,622
BOEING CODEP CONV PFD A097023204 — 13,870 shares $933,451
NORTHROP GRUMMAN CORPCOM666807102 — 1,824 shares $928,981
J P MORGAN EXCHANGE TRADED FULTRA SHT MUNCPL46641Q654 — 18,200 shares $928,200
ARCH CAP GROUP LTDORDG0450A105 — 9,490 shares $921,099
COMPASS MINERALS INTL INCCOM20451N101 — 29,500 shares $918,335
KIMCO REALTY CORPCOM49446R109 — 35,630 shares $903,221
SB FINL GROUP INCCOM78408D105 — 35,627 shares $900,294
PULTE GROUP INCCOM745867101 — 6,500 shares $893,841
COHERENT CORPCOM19247G107 — 2,257 shares $890,319
AMDOCS LTDSHSG02602103 — 17,335 shares $885,975
BRINKS COCOM109696104 — 9,370 shares $885,371
SELECT SECTOR SPDR TRST STR STAPL ETF81369Y308 — 10,538 shares $875,392
SPROTT ASSET MANAGEMENT LPPHYSICAL GOLD TR85207H104 — 29,000 shares $874,930
MVB FINL CORPCOM553810102 — 30,000 shares $870,300
FASTENAL COCOM311900104 — 18,016 shares $865,308
VANGUARD MUN BD FDSINTERMEDIATE TRM922907738 — 8,500 shares $858,245
IDEX CORPCOM45167R104 — 3,778 shares $857,417
MARVELL TECHNOLOGY INCCOM573874104 — 2,864 shares $853,157
INVESCO EXCHANGE TRADED FD TRAFI US 150046137V597 — 15,269 shares $851,552
VANGUARD WHITEHALL FDSINTL HIGH ETF921946794 — 8,640 shares $848,448
LIBERTY LIVE HOLDINGS INCCOM SER A530909100 — 8,322 shares $842,686
ISHARES TRMSCI USA QLT FCT46432F339 — 3,798 shares $833,395
BLACKROCK INCCOM09290D101 — 858 shares $825,018
AT&T INCCOM00206R102 — 39,558 shares $818,840
SELECT SECTOR SPDR TRST STR CARE ETF81369Y209 — 5,158 shares $818,295
ISHARES TRSELECT DIVID ETF464287168 — 5,180 shares $809,634
GATES INDL CORP PLCORD SHSG39108108 — 28,474 shares $796,418
WW GRAINGER INCCOM384802104 — 585 shares $795,834
ISHARES TRCORE HIGH DV ETF46429B663 — 28,965 shares $793,931
BAXTER INTL INCCOM071813109 — 37,177 shares $792,985
SPACE EXPLORATION TECHN CORPCLASS A COM STK84615Q103 — 4,619 shares $789,202
ALCON AGORD SHSH01301128 — 11,761 shares $789,163
SOUNDHOUND AI INCCLASS A COM836100107 — 121,359 shares $785,193
PINNACLE WEST CAP CORPCOM723484101 — 7,317 shares $782,919
DBX ETF TRXTRACK MSCI EAFE233051200 — 14,218 shares $776,729
VERTEX PHARMACEUTICALS INCCOM92532F100 — 1,560 shares $774,899
AMERICAN ELEC PWR CO INCCOM025537101 — 5,608 shares $767,230
VANECK ETF TRUSTIG FLOA RATE ETF92189F486 — 29,670 shares $759,849
ARISTA NETWORKS INCCOM SHS040413205 — 4,433 shares $753,078
GENERAL DYNAMICS CORPCOM369550108 — 2,102 shares $744,612
TARGA RES CORPCOM87612G101 — 2,773 shares $743,552
ISHARES TRCORE DIV GRWTH46434V621 — 9,808 shares $743,348
VANECK ETF TRUSTGOLD MINERS ETF92189F106 — 9,839 shares $742,353
OFG BANCORPCOM67103X102 — 15,000 shares $741,300
CENTRAL SECS CORPCOM155123102 — 14,074 shares $738,169
TRANE TECHNOLOGIES PLCSHSG8994E103 — 1,501 shares $737,231
REPLIGEN CORPCOM759916109 — 5,365 shares $732,001
BROOKFIELD INFRASTRUCTURE COCOM SUB VTG A11276H106 — 18,966 shares $731,179
ONE LIBERTY PPTYS INCCOM682406103 — 29,389 shares $730,904
SPDR SERIES TRUSTST STR SP500DIV78468R788 — 15,300 shares $729,963
VICTORY CAP HLDGS INC DELCOM CL A92645B103 — 8,560 shares $719,554
VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF922042742 — 4,569 shares $717,105
OCCIDENTAL PETE CORPCOM674599105 — 14,531 shares $709,549