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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) |
|---|---|---|---|---|---|
| CVB FINL CORP | COM | 126600105 | — | 19,142 shares | $431,652 |
| EBAY INC. | COM | 278642103 | — | 3,855 shares | $430,796 |
| M & T BK CORP | COM | 55261F104 | — | 1,809 shares | $430,560 |
| CROWN CRAFTS INC | COM | 228309100 | — | 147,401 shares | $430,411 |
| TE CONNECTIVITY PLC | ORD SHS | G87052109 | — | 2,125 shares | $428,421 |
| EQUINOR ASA | SPONSORED ADR | 29446M102 | — | 13,550 shares | $425,470 |
| DNOW INC | COM | 67011P100 | — | 32,463 shares | $421,045 |
| FRONTLINE PLC | COM | M46528101 | — | 12,000 shares | $417,480 |
| SYSCO CORP | COM | 871829107 | — | 4,965 shares | $414,975 |
| AEROVIRONMENT INC | COM | 008073108 | — | 2,500 shares | $412,675 |
| EVERUS CONSTR GROUP | COM | 300426103 | — | 2,481 shares | $411,722 |
| INVESCO EXCHANGE TRADED FD T | BUYBACK ACHIEV | 46137V308 | — | 2,900 shares | $410,814 |
| BILLIONTOONE INC | CL A | 090168105 | — | 3,362 shares | $403,373 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | — | 1,164 shares | $400,311 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 3,419 shares | $398,895 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | — | 605 shares | $396,813 |
| ROIVANT SCIENCES LTD | SHS | G76279101 | — | 11,146 shares | $394,457 |
| BECTON DICKINSON & CO | COM | 075887109 | — | 2,579 shares | $390,280 |
| NXP SEMICONDUCTORS N V | COM | N6596X109 | — | 1,382 shares | $389,729 |
| QNITY ELECTRONICS INC | COMMON STOCK | 74743L100 | — | 2,368 shares | $386,730 |
| REALTY INCOME CORP | COM | 756109104 | — | 6,195 shares | $385,521 |
| CORTEVA INC | COM | 22052L104 | — | 4,550 shares | $385,297 |
| SPDR SERIES TRUST | ST STR SP REGBNK | 78464A698 | — | 5,125 shares | $383,606 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 | — | 1,317 shares | $382,707 |
| FRANKLIN ELEC INC | COM | 353514102 | — | 3,551 shares | $380,632 |
| DELTA AIR LINES INC | COM NEW | 247361702 | — | 3,967 shares | $371,549 |
| ECHOSTAR CORP | CL A | 278768106 | — | 3,601 shares | $365,502 |
| SOUTHWEST GAS HLDGS INC | COM | 844895102 | — | 4,100 shares | $363,588 |
| ADOBE INC | COM | 00724F101 | — | 1,769 shares | $362,680 |
| BNY MELLON ETF TRUST II | MUN OPPTYS ETF | 05613H803 | — | 14,298 shares | $360,453 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 | — | 2,705 shares | $357,709 |
| ENPHASE ENERGY INC | COM | 29355A107 | — | 7,250 shares | $356,990 |
| INVESCO EXCHANGE TRADED FD T | DIVID ACHIEVEV | 46137V506 | — | 6,400 shares | $354,908 |
| ALBEMARLE CORP | COM | 012653101 | — | 2,615 shares | $354,163 |
| ARCOSA INC | COM | 039653100 | — | 2,435 shares | $353,781 |
| BLOCK INC | CL A | 852234103 | — | 4,558 shares | $346,408 |
| NUSHARES ETF TR | NUVEEN ESG MIDVL | 67092P508 | — | 7,900 shares | $343,571 |
| AZZ INC | COM | 002474104 | — | 2,210 shares | $342,661 |
| TRIPLE FLAG PRECIOUS METAL | COM | 89679M104 | — | 11,410 shares | $341,958 |
| BEACON FINANCIAL CORP. | COM | 084680107 | — | 11,224 shares | $341,771 |
| HOWMET AEROSPACE INC | COM | 443201108 | — | 1,266 shares | $340,377 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C656 | — | 7,337 shares | $337,869 |
| RAMBUS INC DEL | COM | 750917106 | — | 2,495 shares | $331,186 |
| ISHARES TR | RUS MID CAP ETF | 464287499 | — | 2,989 shares | $329,746 |
| INNOVATOR ETFS TRUST | EQUI DEFI 1 APRI | 45784N726 | — | 12,300 shares | $327,672 |
| SOLSTICE ADVANCED MATLS INC | COM SHS | 83443Q103 | — | 3,680 shares | $326,048 |
| IDEXX LABS INC | COM | 45168D104 | — | 611 shares | $321,655 |
| SUPERIOR GROUP OF CO INC | COM | 868358102 | — | 24,331 shares | $319,223 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 | — | 2,992 shares | $318,558 |
| AFLAC INC | COM | 001055102 | — | 2,714 shares | $318,217 |
| CUMMINS INC | COM | 231021106 | — | 440 shares | $313,812 |
| EQUIFAX INC | COM | 294429105 | — | 1,962 shares | $311,409 |
| FS BANCORP INC | COM | 30263Y104 | — | 7,000 shares | $303,800 |
| COUPANG INC | CL A | 22266T109 | — | 17,450 shares | $303,107 |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | 67092P607 | — | 5,800 shares | $302,296 |
| ISHARES TR | S&P MC 400GR ETF | 464287606 | — | 2,562 shares | $301,035 |
| OMNICOM GROUP INC | COM | 681919106 | — | 4,070 shares | $299,674 |
| LIBERTY LIVE HOLDINGS INC | COM SHS SER C | 530909308 | — | 2,826 shares | $298,539 |
| EXELON CORP | COM | 30161N101 | — | 6,394 shares | $298,088 |
| XPO INC | COM | 983793100 | — | 1,448 shares | $297,260 |
| TAYSHA GENE THERAPIES INC | COM SHS | 877619106 | — | 43,500 shares | $296,235 |
| AMENTUM HOLDINGS INC | COM | 023939101 | — | 14,242 shares | $294,382 |
| FARMERS & MERCHANTS BANCORP | COM | 30779N105 | — | 9,605 shares | $293,721 |
| TEJON RANCH CO | COM | 879080109 | — | 15,600 shares | $291,720 |
| GOLUB CAP BDC INC | COM | 38173M102 | — | 22,434 shares | $288,950 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | — | 3,469 shares | $285,637 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 371 shares | $283,125 |
| HUNTINGTON INGALLS INDS INC | COM | 446413106 | — | 1,003 shares | $280,730 |
| RESOLUTE HLDGS MGMT INC | COM | 76134H101 | — | 1,920 shares | $277,498 |
| LENNAR CORP | CL A | 526057104 | — | 3,047 shares | $275,723 |
| LABCORP HOLDINGS INC | COM SHS | 504922105 | — | 980 shares | $274,400 |
| TRUPANION INC | COM | 898202106 | — | 10,793 shares | $267,343 |
| TD SYNNEX CORPORATION | COM | 87162W100 | — | 1,000 shares | $267,340 |
| GLOBAL X FDS | US INFR DEV ETF | 37954Y673 | — | 4,500 shares | $265,602 |
| SNOWFLAKE INC | COM SHS | 833445109 | — | 1,034 shares | $263,153 |
| ISHARES TR | ESG OPTIMIZED | 464288802 | — | 1,700 shares | $262,310 |
| INTERNATIONAL PAPER CO | COM | 460146103 | — | 6,850 shares | $260,985 |
| BP PLC | SPONSORED ADR | 055622104 | — | 6,968 shares | $257,468 |
| CHART INDS INC | COM | 16115Q308 | — | 1,230 shares | $256,996 |
| ISHARES TR | S&P 500 GRWT ETF | 464287309 | — | 1,865 shares | $256,493 |
| MOBILEYE GLOBAL INC | COMMON CLASS A | 60741F104 | — | 26,300 shares | $254,584 |
| COHEN & STEERS INC | COM | 19247A100 | — | 3,305 shares | $251,643 |
| ELBIT SYS LTD | ORD | M3760D101 | — | 329 shares | $249,933 |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000VAL | 92206C649 | — | 1,270 shares | $248,209 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 | — | 2,306 shares | $248,172 |
| ARES CAPITAL CORP | COM | 04010L103 | — | 13,351 shares | $247,394 |
| MONGODB INC | CL A | 60937P106 | — | 722 shares | $242,520 |
| CERUS CORP | COM | 157085101 | — | 82,000 shares | $239,440 |
| VIATRIS INC | COM | 92556V106 | — | 14,960 shares | $237,559 |
| DOVER CORP | COM | 260003108 | — | 1,054 shares | $236,391 |
| TAT TECHNOLOGIES LTD | ORD NEW | M8740S227 | — | 4,900 shares | $236,327 |
| GENERAL AMERN INVS CO INC | COM | 368802104 | — | 3,697 shares | $235,675 |
| AMBARELLA INC | SHS | G037AX101 | — | 2,745 shares | $235,521 |
| GOLAR LNG LTD | SHS | G9456A100 | — | 4,700 shares | $234,248 |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | — | 2,505 shares | $233,917 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | — | 6,836 shares | $227,570 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | — | 2,338 shares | $226,856 |
| PPG INDS INC | COM | 693506107 | — | 1,868 shares | $226,570 |
| MP MATERIALS CORP | COM CL A | 553368101 | — | 4,038 shares | $226,168 |
| HEICO CORP NEW | CL A | 422806208 | — | 870 shares | $224,382 |