FIRST MANHATTAN CO. LLC. Q1 2020 Filing
Filed May 6, 2020
Portfolio Value
$15.4B
Holdings
1,447
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (1,447 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK-BBERKSHIRE HATHAWAY | 15,547 | $4.2T | 27407.63% | |
| 2 | MSFTMICROSOFT CORP | 5,572,638 | $878.9B | 5696.08% | |
| 3 | AAPLAPPLE INC | 2,846,976 | $724.0B | 4692.12% | |
| 4 | BAMBROOKFIELD ASSET MGT | 12,944,337 | $572.8B | 3712.35% | |
| 5 | BRK/BBERKSHIRE HATHAWAY | 2,351,325 | $429.9B | 2786.22% | |
| 6 | NSRGYNESTLE S A | 4,132,119 | $425.6B | 2758.19% | |
| 7 | DHRDANAHER CORP | 2,367,895 | $327.7B | 2124.16% | |
| 8 | GOOGALPHABET INC | 271,948 | $316.2B | 2049.52% | |
| 9 | JNJJOHNSON & JOHNSON | 2,246,748 | $294.6B | 1909.47% | |
| 10 | HONHONEYWELL INTL INC | 1,514,345 | $202.6B | 1313.13% | |
| 11 | ORCLORACLE CORP | 4,078,602 | $197.1B | 1277.56% | |
| 12 | IACIEURIAC INTERACTIVECORP | 1,067,542 | $191.3B | 1240.08% | |
| 13 | UNHUNITEDHEALTH GRP INC | 743,471 | $185.4B | 1201.66% | |
| 14 | MDLZMONDELEZ INTL INC | 3,507,027 | $175.6B | 1138.30% | |
| 15 | TMOTHERMO FISHER SCI | 556,253 | $157.8B | 1022.43% | |
| 16 | KKRKKR & CO INC | 6,550,342 | $153.7B | 996.40% | |
| 17 | AZOAUTOZONE INC | 181,593 | $153.6B | 995.69% | |
| 18 | IAA-WUSDIAA INC | 4,986,892 | $149.4B | 968.34% | |
| 19 | FISFIDELITY NATL INFO | 1,216,998 | $148.0B | 959.45% | |
| 20 | VVISA INC | 893,260 | $143.9B | 932.79% | |
| 21 | ACNACCENTURE PLC | 873,163 | $142.6B | 923.92% | |
| 22 | ICEINTER CONTINENTAL EX | 1,652,476 | $133.4B | 864.83% | |
| 23 | 4I1PHILIP MORRIS INTL | 1,709,496 | $124.7B | 808.36% | |
| 24 | CMCSACOMCAST CORP | 3,343,252 | $114.9B | 744.96% | |
| 25 | GDDYGODADDY INC | 1,965,894 | $112.3B | 727.66% | |
| 26 | SCISERVICE CORP INTL | 2,609,319 | $102.0B | 661.41% | |
| 27 | GILDGILEAD SCIENCES INC | 1,338,303 | $100.1B | 648.45% | |
| 28 | GOOGLALPHABET INC | 82,554 | $95.9B | 621.70% | |
| 29 | —RECKITT BENCKISER GR | 1,276,946 | $95.2B | 616.78% | |
| 30 | COFCAPITAL ONE FINL CO | 1,855,277 | $93.5B | 606.27% | |
| 31 | KOCOCA-COLA CO | 2,074,970 | $91.8B | 595.09% | |
| 32 | MCDMCDONALDS CORP | 529,707 | $87.6B | 567.67% | |
| 33 | LSXMKUSDLIBERTY SIRIUS GROUP | 2,709,032 | $85.7B | 555.17% | |
| 34 | PYPLPAYPAL HLDGS INC | 869,681 | $83.3B | 539.64% | |
| 35 | AXPAMERICAN EXPRESS CO | 951,327 | $81.4B | 527.85% | |
| 36 | DNKNDUNKIN BRANDS GR | 1,353,275 | $71.9B | 465.73% | |
| 37 | UTXZUNITED TECHNOLOGIES | 744,945 | $70.3B | 455.44% | |
| 38 | ENBENBRIDGE INC | 2,238,726 | $65.1B | 422.08% | |
| 39 | BIPBROOKFIELD INFR PRTR | 1,808,634 | $65.1B | 421.64% | |
| 40 | PFEPFIZER INC | 1,991,694 | $65.0B | 421.34% | |
| 41 | MTDMETTLER TOLEDO INTL | 85,264 | $58.9B | 381.58% | |
| 42 | TPLUSDTEXAS PAC LD TR | 154,833 | $58.8B | 381.34% | |
| 43 | NKENIKE INC | 698,129 | $57.8B | 374.37% | |
| 44 | BILIBILIBILI INC | 2,353,113 | $55.1B | 357.17% | |
| 45 | ALLYALLY FINL INC | 3,664,359 | $52.9B | 342.70% | |
| 46 | WBC1EURWABCO HOLDINGS | 386,016 | $52.1B | 337.87% | |
| 47 | FTVFORTIVE CORPORATION | 901,705 | $49.8B | 322.54% | |
| 48 | BUDANHEUSER BUSCH INBEV | 1,079,368 | $47.6B | 308.64% | |
| 49 | ARWRARROWHEAD PHARMACEUT | 1,616,023 | $46.5B | 301.32% | |
| 50 | LYBLYONDELLBASELL INDUS | 928,658 | $46.1B | 298.71% | |
| 51 | AEEAMEREN CORPORATION | 632,356 | $46.1B | 298.49% | |
| 52 | AMGNAMGEN INC | 224,344 | $45.5B | 294.77% | |
| 53 | CBCHUBB LIMITED | 387,266 | $43.3B | 280.34% | |
| 54 | CMECME GROUP INC | 246,807 | $42.7B | 276.59% | |
| 55 | SPGIS&P GLOBAL INC | 169,788 | $41.6B | 269.66% | |
| 56 | CSWCSW INDUSTRIALS IN | 637,816 | $41.4B | 268.08% | |
| 57 | USBUS BANCORP DEL | 1,157,624 | $39.9B | 258.47% | |
| 58 | PGPROCTER & GAMBLE CO | 334,259 | $36.8B | 238.31% | |
| 59 | IBMINTL BUSINESS MCHN | 320,696 | $35.6B | 230.57% | |
| 60 | SYKSTRYKER CORP | 213,082 | $35.5B | 229.93% | |
| 61 | DISWALT DISNEY CO | 366,278 | $35.4B | 229.32% | |
| 62 | MCOMOODYS CORP | 163,046 | $34.5B | 223.50% | |
| 63 | OPLNKAR AUCTION SERVIC | 2,811,394 | $33.7B | 218.65% | |
| 64 | DISCKUSDDISCOVERY INC | 1,915,662 | $33.6B | 217.77% | |
| 65 | BACVERIZON COMMUNICATIO | 600,546 | $32.3B | 209.13% | |
| 66 | KEYSKEYSIGHT TECHNOLOGS | 384,688 | $32.2B | 208.63% | |
| 67 | INGRINGREDION INCORPRTD | 426,103 | $32.2B | 208.50% | |
| 68 | RHIROBERT HALF INTL INC | 852,019 | $32.2B | 208.46% | |
| 69 | TRVCCITIGROUP INC | 749,433 | $31.6B | 204.59% | |
| 70 | 0VVBVIACOMCBS INC | 2,241,982 | $31.4B | 203.57% | |
| 71 | METAFACEBOOK INC | 186,579 | $31.1B | 201.70% | |
| 72 | LBRDKLIBERTY BROADBAND CORP | 276,992 | $30.7B | 198.77% | |
| 73 | BABOEING CO | 196,586 | $29.3B | 190.02% | |
| 74 | WFCWELLS FARGO & CO | 968,127 | $27.8B | 180.08% | |
| 75 | AMZNAMAZON COM INC | 13,727 | $26.8B | 173.46% | |
| 76 | AWCAMERICAN WTR WKS CO | 217,762 | $26.0B | 168.74% | |
| 77 | GOOSCANADA GOOSE HLDINGS | 1,306,935 | $26.0B | 168.47% | |
| 78 | ZBHZIMMER BIOMET HLDS | 255,647 | $25.8B | 167.47% | |
| 79 | RTN1USDRAYTHEON | 197,026 | $25.8B | 167.47% | |
| 80 | JPMJPMORGAN CHASE & CO | 266,874 | $24.0B | 155.72% | |
| 81 | GGGGRACO INC | 464,780 | $22.6B | 146.79% | |
| 82 | BEPBROOKFIELD RENEWABLE | 532,695 | $22.2B | 143.57% | |
| 83 | VYMVANGUARD WHITEHALL F | 307,441 | $21.8B | 140.97% | |
| 84 | ORIOLD REP INTL CORP | 1,397,878 | $21.3B | 138.16% | |
| 85 | ENTAENANTA PHARMACEUTI | 412,197 | $21.2B | 137.40% | |
| 86 | SYSO YOUNG INTL INC | 2,013,292 | $20.6B | 133.62% | |
| 87 | MMM3M COMPANY | 145,648 | $19.9B | 128.86% | |
| 88 | ORLYO'REILLY AUTOMOTIVE | 65,077 | $19.6B | 126.97% | |
| 89 | CARAEURCARA THERAPEUTICS | 1,442,421 | $19.1B | 123.49% | |
| 90 | CRCCDN NATURAL RES | 1,395,598 | $18.9B | 122.56% | |
| 91 | TRSTRIMAS CORP | 816,295 | $18.9B | 122.21% | |
| 92 | UPSUNITED PARCEL SERVIC | 199,012 | $18.6B | 120.50% | |
| 93 | HUMHUMANA INC | 59,004 | $18.5B | 120.08% | |
| 94 | —BROOKFIELD PROPERTY | 2,299,240 | $18.4B | 118.93% | |
| 95 | ELVANTHEM INC | 80,605 | $18.3B | 118.61% | |
| 96 | NEENEXTERA ENERGY INC | 74,994 | $18.0B | 116.95% | |
| 97 | CSCOCISCO SYSTEMS INC | 445,564 | $17.5B | 113.52% | |
| 98 | BSXBOSTON SCIENTIFIC | 534,176 | $17.4B | 112.97% | |
| 99 | BABAALIBABA GROUP HLDG | 86,509 | $16.8B | 109.04% | |
| 100 | BRXBRIXMOR PROPERTY G | 1,757,665 | $16.7B | 108.22% |
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