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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) |
|---|---|---|---|---|---|
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | — | 9,040 shares | $704,306 |
| BWX TECHNOLOGIES INC | COM | 05605H100 | — | 3,615 shares | $703,660 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | — | 718 shares | $693,401 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 | — | 2,789 shares | $692,704 |
| PAYPAL HLDGS INC | COM | 70450Y103 | — | 16,001 shares | $690,923 |
| FREEPORT MCMORAN INC | CL B | 35671D857 | — | 10,972 shares | $690,029 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | — | 1,886 shares | $689,710 |
| MUELLER INDS INC | COM | 624756102 | — | 5,580 shares | $685,949 |
| PARK NATL CORP | COM | 700658107 | — | 3,731 shares | $682,736 |
| PUBLIC SVC ENTERPRISE GROUP | COM | 744573106 | — | 8,390 shares | $680,932 |
| ISHARES TR | MRGSTR MD CP VAL | 464288406 | — | 7,438 shares | $679,666 |
| EVERSOURCE ENERGY | COM | 30040W108 | — | 9,396 shares | $679,049 |
| HILLTOP HLDGS INC | COM | 432748101 | — | 17,500 shares | $678,650 |
| QUANTA SVCS INC | COM | 74762E102 | — | 942 shares | $678,278 |
| INVESCO EXCHANGE TRADED FD T | S&P SPIN OFF | 46137V159 | — | 4,515 shares | $676,121 |
| ASTRAZENECA PLC | ORD | G0593M107 | — | 3,554 shares | $664,978 |
| BAYFIRST FINANCIAL CORP | COM | 07279B104 | — | 132,926 shares | $664,630 |
| STATE STR SPDR DOW JONES IND | UT SER 1 | 78467X109 | — | 1,261 shares | $658,734 |
| ISHARES TR | CORE S&P TTL STK | 464287150 | — | 4,002 shares | $657,415 |
| TRANSDIGM GROUP INC | COM | 893641100 | — | 493 shares | $656,696 |
| METLIFE INC | COM | 59156R108 | — | 7,737 shares | $654,628 |
| BRAZIL POTASH CORP | COMMON SHARES | 10586A108 | — | 300,000 shares | $645,000 |
| ARROW ELECTRS INC | COM | 042735100 | — | 3,000 shares | $640,230 |
| BANKUNITED INC | COM | 06652K103 | — | 13,000 shares | $629,850 |
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | 78467Y107 | — | 892 shares | $628,898 |
| LANDMARK BANCORP INC | COM | 51504L107 | — | 20,475 shares | $628,787 |
| GLOBAL X FDS | RATE PREFERRED | 37954Y376 | — | 28,086 shares | $618,735 |
| NORFOLK SOUTHN CORP | COM | 655844108 | — | 1,929 shares | $606,844 |
| GEN DIGITAL INC | COM | 668771108 | — | 24,200 shares | $602,338 |
| SPDR SERIES TRUST | ST STR SP BIOT | 78464A870 | — | 3,800 shares | $601,350 |
| OP BANCORP | COM | 67109R109 | — | 39,804 shares | $596,662 |
| SPECIAL OPPORTUNITIES FD INC | COM | 84741T104 | — | 44,280 shares | $596,452 |
| NORTHEAST BK PORTLAND ME | COM | 66405S100 | — | 4,500 shares | $596,385 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | — | 15,952 shares | $587,672 |
| FEDEX CORP | COM | 31428X106 | — | 1,869 shares | $587,490 |
| ISHARES TR | INTL DIV GRWTH | 46435G524 | — | 6,628 shares | $582,800 |
| VISTRA CORP | COM | 92840M102 | — | 3,663 shares | $581,062 |
| TRUSTCO BK CORP N Y | COM NEW | 898349204 | — | 10,300 shares | $569,487 |
| BANK OF THE JAMES FINL GP IN | COM | 470299108 | — | 22,311 shares | $569,377 |
| D R HORTON INC | COM | 23331A109 | — | 3,476 shares | $566,171 |
| INVESCO ACTIVELY MANAGED EXC | S&P 500 EQUA ETF | 46090A697 | — | 10,607 shares | $565,883 |
| OPTION CARE HEALTH INC | COM NEW | 68404L201 | — | 26,960 shares | $565,351 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | — | 11,049 shares | $558,858 |
| ISHARES TR | PFD AND INCM SEC | 464288687 | — | 18,095 shares | $551,717 |
| ARMSTRONG WORLD INDS INC NEW | COM | 04247X102 | — | 3,425 shares | $549,439 |
| WILLIS TOWERS WATSON PLC LTD | SHS | G96629103 | — | 2,082 shares | $545,671 |
| ACADIA RLTY TR | COM SH BEN INT | 004239109 | — | 25,771 shares | $544,026 |
| UNIVEST FINANCIAL CORPORATIO | COM | 915271100 | — | 12,434 shares | $543,988 |
| VANECK ETF TRUST | PREFERRED SECURT | 92189F429 | — | 29,924 shares | $533,844 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 | — | 10,170 shares | $533,010 |
| VALLEY NATL BANCORP | COM | 919794107 | — | 35,598 shares | $525,423 |
| API GROUP CORP | COM STK | 00187Y100 | — | 12,375 shares | $524,081 |
| FIVE POINT HOLDINGS LLC | COM CL A | 33833Q106 | — | 99,150 shares | $522,521 |
| MEXCO ENERGY CORP | COM | 592770101 | — | 69,803 shares | $522,036 |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | — | 1,384 shares | $519,443 |
| CARLYLE GROUP INC | COM | 14316J108 | — | 12,250 shares | $515,848 |
| TRUIST FINL CORP | COM | 89832Q109 | — | 10,310 shares | $513,644 |
| PURE CYCLE CORP | COM NEW | 746228303 | — | 47,850 shares | $512,474 |
| NEBIUS GROUP N.V. | SHS CLASS A | N97284108 | — | 1,850 shares | $510,915 |
| NORTHEAST CMNTY BANCORP INC | COM | 664121100 | — | 18,313 shares | $508,003 |
| ISHARES TR | MORNINGSTAR VALU | 464288109 | — | 5,000 shares | $506,200 |
| GENERAL MILLS INC | COM | 370334104 | — | 14,377 shares | $500,318 |
| OKTA INC | CL A | 679295105 | — | 3,665 shares | $500,089 |
| STERIS PLC | SHS USD | G8473T100 | — | 2,373 shares | $499,683 |
| SERVICENOW INC | COM | 81762P102 | — | 5,005 shares | $496,896 |
| INVESCO DB COMMDY INDX TRCK | UNIT | 46138B103 | — | 18,607 shares | $496,063 |
| GLOBAL X FDS | US PFD ETF | 37954Y657 | — | 26,336 shares | $492,220 |
| THE CIGNA GROUP | COM | 125523100 | — | 1,785 shares | $492,089 |
| HOME BANCSHARES INC | COM | 436893200 | — | 17,149 shares | $489,604 |
| VANGUARD WORLD FD | UTILITIES ETF | 92204A876 | — | 2,501 shares | $489,521 |
| MAGYAR BANCORP INC | COM | 55977T208 | — | 28,015 shares | $488,862 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | — | 13,176 shares | $485,799 |
| SELECT SECTOR SPDR TR | ST STR UTIL ETF | 81369Y886 | — | 10,710 shares | $485,591 |
| SPDR SERIES TRUST | ST STR SP500FF | 78468R796 | — | 7,909 shares | $483,240 |
| PROSHARES TR | PSHS ULT HLTHCRE | 74347R735 | — | 9,044 shares | $479,927 |
| LANTHEUS HLDGS INC | COM | 516544103 | — | 4,324 shares | $479,705 |
| EAGLE BANCORP MONT INC | COM | 26942G100 | — | 20,000 shares | $478,600 |
| CF INDUSTRIES HOLD | COM | 125269100 | — | 4,400 shares | $476,344 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | — | 16,390 shares | $474,654 |
| ISHARES TR | RUS 1000 ETF | 464287622 | — | 1,155 shares | $472,973 |
| GALAXY DIGITAL INC. | CL A | 36317J209 | — | 17,240 shares | $471,342 |
| NVENT ELEC PLC | SHS | G6700G107 | — | 2,777 shares | $471,007 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | — | 7,965 shares | $469,776 |
| STATE STR CORP | COM | 857477103 | — | 2,729 shares | $462,754 |
| REGIONS FINANCIAL CORP NEW | COM | 7591EP100 | — | 14,908 shares | $454,172 |
| AMETEK INC | COM | 031100100 | — | 1,871 shares | $452,670 |
| PENTAIR PLC | SHS | G7S00T104 | — | 5,897 shares | $452,064 |
| JOHNSON CONTROLS INTERNATION | SHS | G51502105 | — | 3,077 shares | $450,811 |
| LAKE SHORE BANCORP INC | COM | 510704109 | — | 25,075 shares | $446,586 |
| HUBBELL INC | COM | 443510607 | — | 852 shares | $445,766 |
| WILLIAMS SONOMA INC | COM | 969904101 | — | 1,910 shares | $445,221 |
| LVMH MOET HENNESSY LOUIS VUITTON | UNSPD ADR | 502441306 | — | 4,011 shares | $443,617 |
| RUM GROUP INC | COM CL A | 78137L105 | — | 69,797 shares | $442,513 |
| BLUE OWL CAPITAL INC | COM CL A | 09581B103 | — | 50,550 shares | $442,313 |
| INTREPID POTASH INC | COM | 46121Y201 | — | 13,425 shares | $440,072 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | — | 6,281 shares | $439,042 |
| WEBSTER FINL CORP | COM | 947890109 | — | 5,718 shares | $436,977 |
| AVALONBAY CMNTYS INC | COM | 053484101 | — | 2,304 shares | $434,742 |
| VANGUARD WORLD FD | CONSUM STP ETF | 92204A207 | — | 1,927 shares | $434,519 |
| CTO RLTY GROWTH INC NEW | COM | 22948Q101 | — | 20,200 shares | $434,502 |