FIRST MANHATTAN CO. LLC.

NEW YORK, NY · CIK 728083 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityFIRST MANHATTAN CO. LLC (US)

$39.2bn reported value +8.8% vs Q1 2026

742positions

52.6%in top 10

50 new 157 added 364 reduced 61 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	13,803	$10.3bn26.34%	26.34%	Reduced -166	-166 -1.2%
2	MICROSOFT CORP COM MSFT	MSFT	4,345,361	$1.6bn4.13%	4.13%	Reduced -25.8k	-25,803 -0.6%
3	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	718,408	$1.4bn3.64%	3.64%	Reduced -35.9k	-35,944 -4.8%
4	APPLE INC COM AAPL	AAPL	4,935,720	$1.4bn3.64%	3.64%	Reduced -80.8k	-80,775 -1.6%
5	ALPHABET INC CAP STK CL C GOOG	GOOG	3,931,213	$1.4bn3.54%	3.54%	Reduced -120.7k	-120,725 -3.0%
6	BROOKFIELD CORP CL A LTD VT SH BN	BN	22,611,066	$964.4m2.46%	2.46%	Reduced -654.6k	-654,619 -2.8%
7	APPLIED MATLS INC COM AMAT	AMAT	1,240,454	$896.8m2.29%	2.29%	Reduced -265.0k	-264,971 -17.6%
8	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,777,769	$889.6m2.27%	2.27%	Reduced -25.8k	-25,831 -1.4%
9	KKR & CO INC COM KKR	KKR	9,416,070	$864.2m2.20%	2.20%	Added +21.9k	+21,903 0.2%
10	AUTOZONE INC COM AZO	AZO	262,141	$837.8m2.14%	2.14%	Added +326	+326 0.1%
11	BROADCOM INC COM AVGO	AVGO	2,150,271	$812.3m2.07%	2.07%	Reduced -32.9k	-32,886 -1.5%
12	AMAZON COM INC COM AMZN	AMZN	3,262,397	$777.6m1.98%	1.98%	Added +7.3k	+7,292 0.2%
13	INTEL CORP COM INTC	INTC	4,638,876	$647.7m1.65%	1.65%	Reduced -1.1m	-1,052,184 -18.5%
14	VISA INC COM CL A V	V	1,682,548	$577.3m1.47%	1.47%	Added +133.7k	+133,732 8.6%
15	LANDBRIDGE COMPANY LLC CL A LB	LB	7,082,845	$561.2m1.43%	1.43%	Added +25.6k	+25,617 0.4%
16	ORACLE CORP COM ORCL	ORCL	3,772,494	$552.9m1.41%	1.41%	Reduced -167.5k	-167,535 -4.2%
17	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,479,067	$528.6m1.35%	1.35%	Reduced -37.6k	-37,626 -2.5%
18	NVIDIA CORPORATION COM NVDA	NVDA	2,531,922	$506.6m1.29%	1.29%	Reduced -11.1k	-11,056 -0.4%
19	TEXAS PACIFIC LAND CORPORATI COM TPL	TPL	1,064,741	$466.0m1.19%	1.19%	Added +2.0k	+1,972 0.2%
20	DANAHER CORPORATION COM DHR	DHR	2,248,424	$429.1m1.09%	1.09%	Reduced -90.1k	-90,118 -3.9%
21	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	841,894	$422.4m1.08%	1.08%	Added +74.7k	+74,734 9.7%
22	S&P GLOBAL INC COM SPGI	SPGI	1,033,680	$421.0m1.07%	1.07%	Reduced -13.0k	-12,971 -1.2%
23	HONEYWELL INTL INC COM HON	HON	1,858,036	$416.0m1.06%	1.06%	New
24	HONEYWELL AEROSPACE INC COM HONA	HONA	1,875,740	$414.7m1.06%	1.06%	New
25	SYNOPSYS INC COM SNPS	SNPS	859,147	$383.2m0.98%	0.98%	Added +10.6k	+10,555 1.2%
26	UNITEDHEALTH GROUP INC COM UNH	UNH	867,432	$360.5m0.92%	0.92%	Reduced -160.2k	-160,245 -15.6%
27	LINDE PLC SHS LIN	LIN	678,305	$352.0m0.90%	0.90%	Reduced -34.3k	-34,294 -4.8%
28	PHILIP MORRIS INTL INC COM PM	PM	1,769,286	$322.2m0.82%	0.82%	Reduced -6.3k	-6,283 -0.3%
29	GE VERNOVA INC COM GEV	GEV	270,578	$318.0m0.81%	0.81%	Reduced -2.8k	-2,782 -1.0%
30	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	430,074	$295.4m0.75%	0.75%	Added +7.4k	+7,401 1.8%
31	LOWES COS INC COM LOW	LOW	1,317,185	$290.4m0.74%	0.74%	Reduced -82.2k	-82,244 -5.9%
32	SALESFORCE INC COM CRM	CRM	1,740,423	$273.4m0.70%	0.70%	Reduced -904.9k	-904,905 -34.2%
33	TAKE-TWO INTERACTIVE SOFTWAR COM TTWO	TTWO	1,015,618	$253.9m0.65%	0.65%	Added +4.4k	+4,353 0.4%
34	UBER TECHNOLOGIES INC COM UBER	UBER	3,443,141	$248.5m0.63%	0.63%	Added +2.8m	+2,812,761 446.2%
35	ALLY FINL INC COM ALLY	ALLY	4,479,185	$205.8m0.52%	0.52%	Reduced -104.9k	-104,891 -2.3%
36	OREILLY AUTOMOTIVE INC COM ORLY	ORLY	2,213,280	$203.8m0.52%	0.52%	Reduced -54.7k	-54,723 -2.4%
37	MARRIOTT INTL INC NEW CL A MAR	MAR	528,442	$195.8m0.50%	0.50%	Reduced -9.2k	-9,175 -1.7%
38	BOOKING HOLDINGS INC COM BKNG	BKNG	1,089,139	$194.1m0.49%	0.49%	Added +59.9k	+59,864 5.8%
39	JOHNSON & JOHNSON COM JNJ	JNJ	704,715	$179.0m0.46%	0.46%	Reduced -5.2k	-5,175 -0.7%
40	UNION PAC CORP COM UNP	UNP	647,042	$176.0m0.45%	0.45%	Reduced -8.2k	-8,214 -1.2%
41	CARLISLE COS INC COM CSL	CSL	469,174	$170.2m0.43%	0.43%	Added +24.9k	+24,908 5.6%
42	AMRIZE LTD SHS AMRZ	AMRZ	3,144,788	$167.6m0.43%	0.43%	Reduced -793.1k	-793,091 -20.1%
43	AMERICAN EXPRESS CO COM AXP	AXP	453,549	$153.4m0.39%	0.39%	Reduced -6.1k	-6,141 -1.3%
44	ABBVIE INC COM ABBV	ABBV	594,732	$149.7m0.38%	0.38%	Reduced -10.1k	-10,100 -1.7%
45	GE AEROSPACE COM NEW GE	GE	385,836	$144.2m0.37%	0.37%	Added +193.1k	+193,085 100.2%
46	MCDONALDS CORP COM MCD	MCD	519,232	$140.4m0.36%	0.36%	Reduced -21.1k	-21,064 -3.9%
47	MATCH GROUP INC NEW COM MTCH	MTCH	3,668,235	$139.6m0.36%	0.36%	Reduced -18.1k	-18,056 -0.5%
48	VERTIV HOLDINGS CO COM CL A VRT	VRT	385,343	$129.0m0.33%	0.33%	Reduced -166.8k	-166,750 -30.2%
49	BALL CORP COM BALL	BALL	2,043,868	$127.5m0.33%	0.33%	Added +23.0k	+22,973 1.1%
50	ASSURANT INC COM AIZ	AIZ	405,627	$108.9m0.28%	0.28%	Reduced -3.0k	-2,962 -0.7%
51	CAPITAL ONE FINL CORP COM COF	COF	536,652	$107.7m0.27%	0.27%	Reduced -713	-713 -0.1%
52	META PLATFORMS INC CL A META	META	175,882	$99.1m0.25%	0.25%	Reduced -13.7k	-13,668 -7.2%
53	NORTHERN LTS FD TR IV FM FOCUS EQUITY FMCX	FMCX	2,619,156	$97.7m0.25%	0.25%	Reduced -397.4k	-397,395 -13.2%
54	JPMORGAN CHASE & CO COM JPM	JPM	294,172	$96.3m0.25%	0.25%	Added +900	+900 0.3%
55	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	447,053	$95.1m0.24%	0.24%	Added +39.6k	+39,590 9.7%
56	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	756,729	$94.2m0.24%	0.24%	Added +275.5k	+275,540 57.3%
57	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	728,686	$89.7m0.23%	0.23%	Reduced -291.0k	-291,017 -28.5%
58	SERVICE CORP INTL COM SCI	SCI	1,157,795	$87.9m0.22%	0.22%	Reduced -5.2k	-5,169 -0.4%
59	ELI LILLY & CO COM LLY	LLY	72,685	$87.2m0.22%	0.22%	Reduced -997	-997 -1.4%
60	QXO INC COM NEW QXO	QXO	4,868,271	$84.1m0.21%	0.21%	Added +3.2m	+3,224,204 196.1%
61	WOLFSPEED INC COMMON STOCK WOLF	WOLF	1,644,966	$79.4m0.20%	0.20%	New
62	WORKDAY INC CL A WDAY	WDAY	639,339	$78.3m0.20%	0.20%	New
63	CSW INDUSTRIALS INC COM CSW	CSW	270,170	$75.2m0.19%	0.19%	Added +403	+403 0.1%
64	VERALTO CORP COM SHS VLTO	VLTO	821,834	$73.0m0.19%	0.19%	Added +248.2k	+248,171 43.3%
65	COCA COLA CO COM KO	KO	888,365	$72.7m0.19%	0.19%	Reduced -36.6k	-36,556 -4.0%
66	BOSTON SCIENTIFIC CORP COM BSX	BSX	1,697,334	$72.4m0.18%	0.18%	Reduced -3.2m	-3,213,883 -65.4%
67	POOL CORP COM POOL	POOL	323,110	$69.4m0.18%	0.18%	Added +38.1k	+38,086 13.4%
68	EAGLEROCK LD LLC CL A SHS REP LTD EROK	EROK	3,256,970	$69.2m0.18%	0.18%	New
69	CENCORA INC COM COR	COR	240,747	$68.1m0.17%	0.17%	Reduced -2.1k	-2,056 -0.8%
70	TMC THE METALS COMPANY INC COM TMC	TMC	15,315,924	$67.8m0.17%	0.17%	Unchanged
71	ISHARES TR CORE S&P500 ETF IVV	IVV	90,479	$67.8m0.17%	0.17%	Added +22.0k	+22,018 32.2%
72	BLACKLINE INC COM BL	BL	2,403,510	$67.5m0.17%	0.17%	Reduced -273.5k	-273,477 -10.2%
73	BROOKFIELD INFRAST PARTNERS LP INT UNIT BIP	BIP	1,797,215	$65.6m0.17%	0.17%	Reduced -25.6k	-25,592 -1.4%
74	CHUBB LIMITED COM CB	CB	190,921	$65.1m0.17%	0.17%	Added +2.8k	+2,842 1.5%
75	KINSALE CAP GROUP INC COM KNSL	KNSL	188,375	$62.1m0.16%	0.16%	Reduced -427.7k	-427,656 -69.4%
76	KEYSIGHT TECHNOLOGIES INC COM KEYS	KEYS	175,497	$61.4m0.16%	0.16%	Reduced -10.7k	-10,695 -5.7%
77	IQVIA HLDGS INC COM IQV	IQV	312,542	$60.4m0.15%	0.15%	Added +12.5k	+12,486 4.2%
78	VANGUARD INDEX FDS MID CAP ETF VO	VO	698,320	$56.3m0.14%	0.14%	Added +72.7k	+72,736 11.6%
79	ISHARES TR ISHARES SEMICDTR SOXX	SOXX	85,294	$54.7m0.14%	0.14%	Reduced -16.0k	-15,978 -15.8%
80	Nestle SA ADR COM NSRGY	NSRGY	528,186	$54.2m0.14%	0.14%	Reduced -65.2k	-65,235 -11.0%
81	MASTERCARD INCORPORATED CL A MA	MA	97,516	$50.1m0.13%	0.13%	Reduced -2.8k	-2,807 -2.8%
82	BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS BAM	BAM	1,069,167	$47.9m0.12%	0.12%	Reduced -37.9k	-37,878 -3.4%
83	CANADIAN NAT RES LTD COM CNQ	CNQ	1,124,614	$44.9m0.11%	0.11%	Reduced -34.4k	-34,367 -3.0%
84	HILTON WORLDWIDE HLDGS INC COM HLT	HLT	135,896	$44.9m0.11%	0.11%	Reduced -4.3k	-4,299 -3.1%
85	MORGAN STANLEY COM NEW MS	MS	211,022	$44.1m0.11%	0.11%	Reduced -4.0k	-4,044 -1.9%
86	MONDELEZ INTL INC CL A MDLZ	MDLZ	740,231	$43.2m0.11%	0.11%	Reduced -125.5k	-125,460 -14.5%
87	SCHWAB CHARLES CORP COM SCHW	SCHW	458,665	$42.3m0.11%	0.11%	Reduced -5.4k	-5,438 -1.2%
88	MOODYS CORP COM MCO	MCO	89,014	$40.3m0.10%	0.10%	Reduced -288	-288 -0.3%
89	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	139,968	$39.4m0.10%	0.10%	Added +4.3k	+4,286 3.2%
90	ADVANCED MICRO DEVICES INC COM AMD	AMD	66,599	$38.7m0.10%	0.10%	Reduced -17.4k	-17,387 -20.7%
91	VANGUARD INDEX FDS VALUE ETF VTV	VTV	171,366	$37.3m0.10%	0.10%	Added +148.4k	+148,364 645.0%
92	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	151,279	$35.8m0.09%	0.09%	Added +4.3k	+4,292 2.9%
93	AMGEN INC COM AMGN	AMGN	87,079	$31.5m0.08%	0.08%	Reduced -3.8k	-3,830 -4.2%
94	COPART INC COM CPRT	CPRT	1,099,434	$31.0m0.08%	0.08%	Reduced -1.8m	-1,846,696 -62.7%
95	SNAP ON INC COM SNA	SNA	76,036	$30.6m0.08%	0.08%	Reduced -425	-425 -0.6%
96	WELLS FARGO CO NEW COM WFC	WFC	364,317	$30.1m0.08%	0.08%	Reduced -2.4k	-2,406 -0.7%
97	VANGUARD INDEX FDS SMALL CP ETF VB	VB	99,194	$30.1m0.08%	0.08%	Added +9.8k	+9,767 10.9%
98	PROCTER AND GAMBLE CO COM PG	PG	203,054	$29.8m0.08%	0.08%	Reduced -11.2k	-11,239 -5.2%
99	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	39,352	$29.4m0.07%	0.07%	Added +3.5k	+3,480 9.7%
100	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	184,342	$29.1m0.07%	0.07%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		990,394	$447.7m990.4k shares
BOOZ ALLEN HAMILTON HLDG COR BAH	BAH	353,892	$27.6m353.9k shares
VANGUARD WORLD FD VHT	VHT	87,532	$23.8m87.5k shares
TRANSALTA CORP TAC	TAC	793,222	$10.4m793.2k shares
COTERRA ENERGY INC CTRA	CTRA	229,162	$8.1m229.2k shares
TAYLOR MORRISON HOME CORP TMHC	TMHC	136,915	$8.0m136.9k shares
DIAMEDICA THERAPEUTICS INC DMAC	DMAC	455,000	$3.1m455.0k shares
PARSONS CORP DEL PSN	PSN	56,765	$3.1m56.8k shares
ISHARES TR SHY	SHY	18,485	$1.5m18.5k shares
ULTA BEAUTY INC ULTA	ULTA	2,220	$1.2m2.2k shares
ICON PLC ICLR	ICLR	10,055	$1.1m10.1k shares
HERITAGE COMM CORP HTBK	HTBK	68,645	$865.6k68.6k shares
DIGITAL RLTY TR INC DLR	DLR	4,265	$768.6k4.3k shares
TASEKO MINES LTD		100,000	$645.0k100.0k shares
FIRST SEACOAST BANCORP INC		50,000	$628.0k50.0k shares
ISHARES TR IEF	IEF	5,688	$542.9k5.7k shares
BRUKER CORP BRKR	BRKR	14,631	$529.2k14.6k shares
AIR LEASE CORP AL	AL	8,000	$521.3k8.0k shares
YORK WTR CO YORW	YORW	16,400	$503.1k16.4k shares
GOLDMAN SACHS ETF TR GPIX	GPIX	8,787	$439.7k8.8k shares
VANGUARD INDEX FDS VXF	VXF	2,093	$430.7k2.1k shares
KINDER MORGAN INC DEL KMI	KMI	12,641	$423.9k12.6k shares
COMMERCE BANCSHARES INC CBSH	CBSH	8,587	$422.5k8.6k shares
UNILEVER PLC UL	UL	7,042	$405.0k7.0k shares
COREWEAVE INC CRWV	CRWV	5,000	$387.4k5.0k shares

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
LANDBRIDGE COMPANY LLC LB · 13G · filed 2025-11-07	LB	26.3%≈ $528.4m	+6.6 pts	13G	2025-11-07
EAGLEROCK LD LLC EROK · 13G · filed 2026-06-05	EROK	12.2%≈ $64.6m	new	13G	2026-06-05
BRIDGER AEROSPACE GRP HLDGS BAER · 13G · filed 2026-04-08	BAER	10.3%≈ $11.1m	+3.4 pts	13G	2026-04-08
PAVMED INC 13G · filed 2026-05-14		9.6%	+5.3 pts	13G	2026-05-14
NN INC NNBR · 13G · filed 2025-11-14	NNBR	5.5%≈ $10.0m	new	13G	2025-11-14