FIRST MANHATTAN CO. LLC. Q1 2021 Filing
Filed May 14, 2021
Portfolio Value
$23.2B
Holdings
1,526
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (1,526 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK-BBERKSHIRE HATHAWAY INC DEL | 14,361 | $5.5T | 23876.72% | |
| 2 | AAPLAPPLE INC | 10,069,789 | $1.2T | 5302.15% | |
| 3 | MSFTMICROSOFT CORP | 5,159,432 | $1.2T | 5243.60% | |
| 4 | BAMBROOKFIELD ASSET MGMT INC | 17,805,230 | $792.3B | 3415.43% | |
| 5 | —IAC INTERACTIVECORP NEW | 2,782,183 | $601.8B | 2594.18% | |
| 6 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,185,049 | $558.2B | 2406.24% | |
| 7 | UNHUNITEDHEALTH GROUP INC | 1,482,677 | $551.7B | 2377.99% | |
| 8 | GOOGALPHABET INC | 262,916 | $543.9B | 2344.43% | |
| 9 | DHRDANAHER CORPORATION | 2,211,951 | $497.9B | 2146.10% | |
| 10 | NSRGYNESTLE S A | 4,052,989 | $451.9B | 1948.17% | |
| 11 | AZOAUTOZONE INC | 254,143 | $356.9B | 1538.42% | |
| 12 | JNJJOHNSON & JOHNSON | 1,904,452 | $313.0B | 1349.21% | |
| 13 | KKRKKR & CO INC | 6,363,385 | $310.9B | 1339.96% | |
| 14 | HONHONEYWELL INTL INC | 1,400,501 | $304.0B | 1310.46% | |
| 15 | ORCLORACLE CORP | 4,182,384 | $293.5B | 1265.07% | |
| 16 | VVISA INC | 1,235,715 | $261.6B | 1127.82% | |
| 17 | AMZNAMAZON COM INC | 82,068 | $253.9B | 1094.57% | |
| 18 | TMOTHERMO FISHER SCIENTIFIC INC | 544,771 | $248.6B | 1071.72% | |
| 19 | TPLTEXAS PACIFIC LAND CORPORATI | 149,883 | $238.2B | 1026.91% | |
| 20 | BABAALIBABA GROUP HLDG LTD | 1,047,350 | $237.5B | 1023.62% | |
| 21 | ACNACCENTURE PLC IRELAND | 844,733 | $233.4B | 1005.91% | |
| 22 | CMCSACOMCAST CORP NEW | 4,164,984 | $225.4B | 971.47% | |
| 23 | IAA-WUSDIAA INC | 4,056,535 | $223.7B | 964.18% | |
| 24 | PYPLPAYPAL HLDGS INC | 875,093 | $212.5B | 916.03% | |
| 25 | METAFACEBOOK INC | 720,040 | $212.1B | 914.16% | |
| 26 | KEYSKEYSIGHT TECHNOLOGIES INC | 1,395,966 | $200.2B | 862.90% | |
| 27 | GDDYGODADDY INC | 2,366,055 | $183.7B | 791.66% | |
| 28 | ICEINTERCONTINENTAL EXCHANGE IN | 1,596,236 | $178.3B | 768.44% | |
| 29 | GOOGLALPHABET INC | 82,785 | $170.7B | 736.01% | |
| 30 | MCDMCDONALDS CORP | 747,480 | $167.5B | 722.20% | |
| 31 | 4I1PHILIP MORRIS INTL INC | 1,882,173 | $167.0B | 719.97% | |
| 32 | MDLZMONDELEZ INTL INC | 2,603,691 | $152.4B | 656.91% | |
| 33 | NEENEXTERA ENERGY INC | 1,899,047 | $143.6B | 618.94% | |
| 34 | MARMARRIOTT INTL INC NEW | 945,870 | $140.1B | 603.88% | |
| 35 | AMTAMERICAN TOWER CORP NEW | 578,450 | $138.3B | 596.09% | |
| 36 | ALLYALLY FINL INC | 3,019,688 | $136.5B | 588.48% | |
| 37 | ABBVABBVIE INC | 1,155,779 | $125.1B | 539.16% | |
| 38 | ORLYOREILLY AUTOMOTIVE INC | 245,978 | $124.8B | 537.84% | |
| 39 | KOCOCA COLA CO | 2,233,637 | $117.7B | 507.51% | |
| 40 | NKENIKE INC | 835,802 | $111.1B | 478.78% | |
| 41 | —RECKITT BENCKISER GR | 1,172,319 | $106.2B | 457.89% | |
| 42 | AXPAMERICAN EXPRESS CO | 742,111 | $105.0B | 452.46% | |
| 43 | DPZDOMINOS PIZZA INC | 280,079 | $103.0B | 444.04% | |
| 44 | VIPSVIPSHOP HOLDINGS LIMITED | 3,236,200 | $96.6B | 416.54% | |
| 45 | AMGNAMGEN INC | 374,536 | $93.2B | 401.70% | |
| 46 | BIPBROOKFIELD INFRAST PARTNERS | 1,747,807 | $93.1B | 401.19% | |
| 47 | MTCHMATCH GROUP INC NEW | 644,876 | $88.6B | 381.89% | |
| 48 | BUDANHEUSER BUSCH INBEV SA/NV | 1,311,410 | $82.4B | 355.29% | |
| 49 | CSWCSW INDUSTRIALS INC | 589,951 | $79.6B | 343.31% | |
| 50 | ARWRARROWHEAD PHARMACEUTICALS IN | 1,133,246 | $75.1B | 323.92% | |
| 51 | COFCAPITAL ONE FINL CORP | 570,992 | $72.6B | 313.15% | |
| 52 | RTXRAYTHEON TECHNOLOGIES CORP | 905,195 | $69.9B | 301.50% | |
| 53 | LOWLOWES COS INC | 362,327 | $68.9B | 297.03% | |
| 54 | FTVFORTIVE CORP | 931,775 | $65.8B | 283.72% | |
| 55 | LSXMKUSDLIBERTY MEDIA CORP DEL | 1,490,877 | $65.8B | 283.47% | |
| 56 | BKNGBOOKING HOLDINGS INC | 27,210 | $63.4B | 273.27% | |
| 57 | DISDISNEY WALT CO | 342,354 | $63.2B | 272.31% | |
| 58 | ENBENBRIDGE INC | 1,629,472 | $59.3B | 255.67% | |
| 59 | SCISERVICE CORP INTL | 1,149,559 | $58.7B | 252.97% | |
| 60 | TRVCCITIGROUP INC | 778,165 | $56.6B | 244.03% | |
| 61 | SPGIS&P GLOBAL INC | 159,918 | $56.4B | 243.25% | |
| 62 | CHTRCHARTER COMMUNICATIONS INC N | 86,046 | $53.1B | 228.86% | |
| 63 | USBUS BANCORP DEL | 941,452 | $52.1B | 224.46% | |
| 64 | GILDGILEAD SCIENCES INC | 788,828 | $51.0B | 219.76% | |
| 65 | CARAEURCARA THERAPEUTICS INC | 2,169,351 | $47.1B | 203.01% | |
| 66 | MCOMOODYS CORP | 153,241 | $45.8B | 197.25% | |
| 67 | DDOMINION ENERGY INC | 598,403 | $45.5B | 195.93% | |
| 68 | LYBLYONDELLBASELL INDUSTRIES N | 424,780 | $44.2B | 190.52% | |
| 69 | BABOEING CO | 172,532 | $43.9B | 189.44% | |
| 70 | CRCCANADIAN NAT RES LTD | 1,420,562 | $43.9B | 189.03% | |
| 71 | SYKSTRYKER CORPORATION | 175,483 | $42.7B | 184.25% | |
| 72 | PGPROCTER AND GAMBLE CO | 305,361 | $41.4B | 178.27% | |
| 73 | PFEPFIZER INC | 1,122,858 | $40.7B | 175.36% | |
| 74 | CMECME GROUP INC | 196,615 | $40.2B | 173.09% | |
| 75 | LBRDKLIBERTY BROADBAND CORP | 264,203 | $39.7B | 171.00% | |
| 76 | JPMJPMORGAN CHASE & CO | 245,784 | $37.4B | 161.28% | |
| 77 | INGRINGREDION INC | 399,574 | $35.9B | 154.88% | |
| 78 | BACVERIZON COMMUNICATIONS INC | 602,071 | $35.0B | 150.91% | |
| 79 | HUMHUMANA INC | 80,980 | $34.0B | 146.35% | |
| 80 | GOOSCANADA GOOSE HLDGS INC | 850,210 | $33.4B | 143.84% | |
| 81 | IQVIQVIA HLDGS INC | 170,195 | $32.9B | 141.69% | |
| 82 | GGGGRACO INC | 440,000 | $31.5B | 135.84% | |
| 83 | AWCAMERICAN WTR WKS CO INC NEW | 209,060 | $31.3B | 135.11% | |
| 84 | DISCKUSDDISCOVERY INC | 837,147 | $30.9B | 133.12% | |
| 85 | BEPBROOKFIELD RENEWABLE PARTNER | 722,735 | $30.8B | 132.71% | |
| 86 | SYSO YOUNG INTERNATIONAL INC | 3,106,247 | $30.7B | 132.15% | |
| 87 | UPSUNITED PARCEL SERVICE INC | 180,175 | $30.6B | 132.03% | |
| 88 | SNASNAP ON INC | 127,170 | $29.3B | 126.49% | |
| 89 | BAXBAXTER INTL INC | 335,402 | $28.3B | 121.93% | |
| 90 | STAYUSDEXTENDED STAY AMER INC | 1,422,922 | $28.1B | 121.14% | |
| 91 | IBMINTERNATIONAL BUSINESS MACHS | 210,240 | $28.0B | 120.77% | |
| 92 | HLTHILTON WORLDWIDE HLDGS INC | 231,418 | $28.0B | 120.62% | |
| 93 | VYMVANGUARD WHITEHALL FDS | 269,927 | $27.3B | 117.62% | |
| 94 | BILIBILIBILI INC | 248,130 | $26.6B | 114.51% | |
| 95 | AEEAMEREN CORP | 324,344 | $26.4B | 113.75% | |
| 96 | NVSNNOVARTIS AG | 300,121 | $25.7B | 110.58% | |
| 97 | BSXBOSTON SCIENTIFIC CORP | 624,992 | $24.2B | 104.12% | |
| 98 | 2L9BLUEPRINT MEDICINES CORP | 244,731 | $23.8B | 102.57% | |
| 99 | —BROOKFIELD PROPERTY PARTRS L | 1,319,040 | $23.5B | 101.11% | |
| 100 | UNPUNION PAC CORP | 106,256 | $23.4B | 100.95% |
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