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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)
NOVO-NORDISK A SADR670100205 — 4,673 shares $224,024
NEXTDECADE CORPCOM65342K105 — 29,550 shares $222,807
WESTERN NEW ENG BANCORP INCCOM958892101 — 15,518 shares $221,907
CAMECO CORPCOM13321L108 — 2,175 shares $221,546
ISHARES TRRUS MD CP GR ETF464287481 — 1,484 shares $217,272
HESS MIDSTREAM LPCL A SHS428103105 — 5,750 shares $216,200
ISHARES TRS&P 500 VAL ETF464287408 — 947 shares $215,026
AGNICO EAGLE MINES LTDCOM008474108 — 1,384 shares $214,700
PENUMBRA INCCOM70975L107 — 671 shares $211,868
GOLDMAN SACHS BDC INCSHS38147U107 — 21,400 shares $209,720
GRANITE CONSTR INCCOM387328107 — 1,321 shares $208,995
SENECA FOODS CORP NEWCL A817070501 — 1,200 shares $208,728
GSK PLCSPONSORED ADR37733W204 — 3,941 shares $208,380
WHITE MTNS INS GROUP LTDCOMG9618E107 — 100 shares $207,339
INVESCO EXCH TRD SLF IDX FDBULSHS 2026 CB46138J791 — 10,596 shares $206,887
ISHARES TRRUS MDCP VAL ETF464287473 — 1,254 shares $206,408
BAR HBR BANKSHARESCOM066849100 — 5,441 shares $205,452
USCB FINANCIAL HOLDINGS INCCLASS A COM90355N101 — 10,000 shares $204,600
BLUE OWL CAPITAL CORPORATIONCOM69121K104 — 18,300 shares $204,594
TKO GROUP HOLDINGS INCCL A87256C101 — 1,007 shares $202,719
TEXTRON INCCOM883203101 — 2,195 shares $201,387
SOLVENTUM CORPCOM SHS83444M101 — 2,598 shares $200,436
FLUENCE ENERGY INCCOM CL A34379V103 — 10,000 shares $198,800
VITESSE ENERGY INCCOMMON STOCK92852X103 — 12,194 shares $192,299
FS KKR CAP CORPCOM302635206 — 17,400 shares $190,008
ARK RESTAURANTS CORPCOM040712101 — 31,057 shares $181,994
LUMEN TECHNOLOGIES INCCOM550241103 — 23,176 shares $177,992
NESTLE SACOMH57312649 — 1,377 shares $141,849
MOBILE INFRASTRUCTURE CORPCOM SHS60739N101 — 102,300 shares $141,174
EOS ENERGY ENTERPRISES INCCOM CL A29415C101 — 23,000 shares $135,240
NUVEEN CALIFORNIA MUNI VLU FCOM STK67062C107 — 13,621 shares $127,493
IMMUNEERING CORPCLASS A COM45254E107 — 24,245 shares $120,983
IOVANCE BIOTHERAPEUTICS INCCOM462260100 — 27,998 shares $116,472
NUVEEN NY AMT FREECOM670656107 — 10,010 shares $107,963
VALENS SEMICONDUCTOR LTDORDINARY SHARESM9607U115 — 43,458 shares $98,215
UNITED GUARDIAN INCCOM910571108 — 13,062 shares $93,263
IMMUNITYBIO INCCOM45256X103 — 10,000 shares $87,550
OPKO HEALTH INCCOM68375N103 — 52,150 shares $78,225
OVID THERAPEUTICS INCCOM690469101 — 26,000 shares $69,940
ARBUTUS BIOPHARMA CORPCOM03879J100 — 14,000 shares $67,200
KALTURA INCCOM483467106 — 50,000 shares $65,000
GROVE COLLABORATIVE HOLD INCCOM CL A39957D201 — 11,662 shares $14,578