FIRST MANHATTAN CO. LLC. Q1 2022 Filing
Filed May 16, 2022
Portfolio Value
$30.6B
Holdings
1,678
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (1,678 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 301 | BXBLACKSTONE INC | 25,558 | $3.2B | 10.61% | |
| 302 | VFMFVANGUARD WELLINGTON FD | 31,163 | $3.2B | 10.60% | |
| 303 | XPOXPO LOGISTICS INC | 43,725 | $3.2B | 10.41% | |
| 304 | LENLENNAR CORP | 46,482 | $3.2B | 10.39% | |
| 305 | CHMGCHEMUNG FINL CORP | 68,020 | $3.2B | 10.39% | |
| 306 | FRSTPRIMIS FINANCIAL CORP | 224,051 | $3.1B | 10.24% | |
| 307 | PMHGPRIME MERIDIAN HLDG | 115,030 | $3.1B | 10.21% | |
| 308 | TCN1EURTRICON RESIDENTIAL INC | 193,645 | $3.1B | 10.06% | |
| 309 | BAFNBAYFIRST FINANCIAL CORP | 133,287 | $3.1B | 10.05% | |
| 310 | OYSTOYSTER PT PHARMA INC | 260,553 | $3.0B | 9.92% | |
| 311 | 0VVBPARAMOUNT GLOBAL | 79,281 | $3.0B | 9.80% | |
| 312 | YUSDALLEGHANY CORP MD | 3,530 | $3.0B | 9.78% | |
| 313 | SWKSTANLEY BLACK & DECKER INC | 21,289 | $3.0B | 9.73% | |
| 314 | ALSALLSTATE CORP | 21,126 | $2.9B | 9.57% | |
| 315 | SGCSUPERIOR GROUP OF CO INC | 163,797 | $2.9B | 9.56% | |
| 316 | BCMLBAYCOM CORP | 132,997 | $2.9B | 9.47% | |
| 317 | ETNEATON CORP PLC | 18,792 | $2.9B | 9.33% | |
| 318 | IVWISHARES TR | 37,027 | $2.8B | 9.25% | |
| 319 | ITOTISHARES TR | 27,960 | $2.8B | 9.23% | |
| 320 | —MARINE BANCORP FLA I | 98,730 | $2.8B | 9.22% | |
| 321 | ANGI1EURANGI INC | 493,100 | $2.8B | 9.14% | |
| 322 | —BEIERSDORF AG | 26,350 | $2.8B | 9.13% | |
| 323 | FULCFULCRUM THERAPEUTICS INC | 116,622 | $2.8B | 9.02% | |
| 324 | KRTXKARUNA THERAPEUTICS INC | 21,510 | $2.7B | 8.92% | |
| 325 | SYYSYSCO CORP | 33,169 | $2.7B | 8.86% | |
| 326 | GEGENERAL ELECTRIC CO | 29,506 | $2.7B | 8.82% | |
| 327 | ZBHZIMMER BIOMET HOLDINGS INC | 21,063 | $2.7B | 8.81% | |
| 328 | ABALLIANCEBERNSTEIN HLDG L P | 57,000 | $2.7B | 8.77% | |
| 329 | MGMMGM RESORTS INTERNATIONAL | 63,586 | $2.7B | 8.72% | |
| 330 | ADBEADOBE SYSTEMS INCORPORATED | 5,761 | $2.6B | 8.58% | |
| 331 | BKBANK NEW YORK MELLON CORP | 52,562 | $2.6B | 8.53% | |
| 332 | KKR 6 09/15/23 CKKR & CO INC | 35,045 | $2.6B | 8.52% | |
| 333 | BXPBOSTON PROPERTIES INC | 20,168 | $2.6B | 8.49% | |
| 334 | JT5MUELLER WTR PRODS INC | 199,095 | $2.6B | 8.41% | |
| 335 | IAU*ISHARES GOLD TR | 69,612 | $2.6B | 8.38% | |
| 336 | IWDISHARES TR | 15,294 | $2.5B | 8.30% | |
| 337 | UEURBAN EDGE PPTYS | 132,446 | $2.5B | 8.27% | |
| 338 | IVEISHARES TR | 15,916 | $2.5B | 8.11% | |
| 339 | AMATAPPLIED MATLS INC | 18,487 | $2.4B | 7.97% | |
| 340 | BMYBRISTOL-MYERS SQUIBB CO | 33,228 | $2.4B | 7.94% | |
| 341 | KWKENNEDY-WILSON HOLDINGS INC | 97,305 | $2.4B | 7.76% | |
| 342 | ROPROPER TECHNOLOGIES INC | 5,017 | $2.4B | 7.75% | |
| 343 | LYBLYONDELLBASELL INDUSTRIES N | 22,938 | $2.4B | 7.71% | |
| 344 | GPKGRAPHIC PACKAGING HLDG CO | 115,958 | $2.3B | 7.60% | |
| 345 | EMNEASTMAN CHEM CO | 20,424 | $2.3B | 7.48% | |
| 346 | LF2PACIFIC PREMIER BANCORP | 64,284 | $2.3B | 7.43% | |
| 347 | CFRCULLEN FROST BANKERS INC | 16,349 | $2.3B | 7.40% | |
| 348 | BILSPDR SER TR | 24,481 | $2.2B | 7.32% | |
| 349 | GNRVGRAND RIV COMM | 319,704 | $2.2B | 7.32% | |
| 350 | SEESEALED AIR CORP NEW | 33,330 | $2.2B | 7.30% | |
| 351 | PSAPUBLIC STORAGE | 5,685 | $2.2B | 7.25% | |
| 352 | SAFTSAFETY INS GROUP INC | 24,126 | $2.2B | 7.17% | |
| 353 | OLPONE LIBERTY PPTYS INC | 69,348 | $2.1B | 6.98% | |
| 354 | LBTYBLIBERTY GLOBAL PLC | 81,815 | $2.1B | 6.93% | |
| 355 | HSYHERSHEY CO | 9,755 | $2.1B | 6.91% | |
| 356 | TDYTELEDYNE TECHNOLOGIES INC | 4,438 | $2.1B | 6.86% | |
| 357 | IWFISHARES TR | 7,419 | $2.1B | 6.73% | |
| 358 | —DANIMER SCIENTIFIC INC | 350,200 | $2.1B | 6.71% | |
| 359 | WTWWILLIS TOWERS WATSON PLC LTD | 8,653 | $2.0B | 6.69% | |
| 360 | CMGCHIPOTLE MEXICAN GRILL INC | 1,291 | $2.0B | 6.68% | |
| 361 | SNOWSNOWFLAKE INC | 8,915 | $2.0B | 6.68% | |
| 362 | TRSTTRUSTCO BK CORP N Y | 63,583 | $2.0B | 6.64% | |
| 363 | PNWPINNACLE WEST CAP CORP | 25,859 | $2.0B | 6.60% | |
| 364 | VGTVANGUARD WORLD FDS | 4,823 | $2.0B | 6.57% | |
| 365 | SYSO YOUNG INTERNATIONAL INC | 1,007,608 | $2.0B | 6.53% | |
| 366 | CMSCMS ENERGY CORP | 28,449 | $2.0B | 6.51% | |
| 367 | MCBIMOUNTAIN COMM BANCOR | 62,700 | $1.9B | 6.34% | |
| 368 | VONEVANGUARD SCOTTSDALE FDS | 9,267 | $1.9B | 6.28% | |
| 369 | RGENREPLIGEN CORP | 10,095 | $1.9B | 6.21% | |
| 370 | DBCINVESCO DB COMMDY INDX TRCK | 72,000 | $1.9B | 6.14% | |
| 371 | NSCNORFOLK SOUTHN CORP | 6,577 | $1.9B | 6.13% | |
| 372 | APHAMPHENOL CORP NEW | 24,844 | $1.9B | 6.12% | |
| 373 | RXLPROSHARES TR | 18,275 | $1.9B | 6.12% | |
| 374 | OREALTY INCOME CORP | 26,907 | $1.9B | 6.10% | |
| 375 | CMPCOMPASS MINERALS INTL INC | 29,500 | $1.9B | 6.06% | |
| 376 | SPDWSPDR INDEX SHS FDS | 54,020 | $1.9B | 6.05% | |
| 377 | NVRNVR INC | 405 | $1.8B | 5.93% | |
| 378 | RHIROBERT HALF INTL INC | 15,843 | $1.8B | 5.92% | |
| 379 | NATHNATHANS FAMOUS INC NEW | 33,329 | $1.8B | 5.90% | |
| 380 | —FERRO CORP | 81,555 | $1.8B | 5.80% | |
| 381 | SRLNSSGA ACTIVE ETF TR | 39,225 | $1.8B | 5.77% | |
| 382 | TDSTELEPHONE & DATA SYS INC | 92,048 | $1.7B | 5.68% | |
| 383 | LM05LIBERTY MEDIA CORP DEL | 27,231 | $1.7B | 5.62% | |
| 384 | HURCHURCO CO | 53,975 | $1.7B | 5.56% | |
| 385 | AVUVAMERICAN CENTY ETF TR | 21,232 | $1.7B | 5.54% | |
| 386 | VONVVANGUARD SCOTTSDALE FDS | 23,252 | $1.7B | 5.53% | |
| 387 | WEPMAGELLAN MIDSTREAM PRTNRS LP | 34,378 | $1.7B | 5.51% | |
| 388 | PDSBPDS BIOTECHNOLOGY CORP | 271,576 | $1.7B | 5.50% | |
| 389 | VMCVULCAN MATLS CO | 9,096 | $1.7B | 5.46% | |
| 390 | MKLMARKEL CORP | 1,129 | $1.7B | 5.45% | |
| 391 | PRKPARK NATL CORP | 12,527 | $1.6B | 5.38% | |
| 392 | XIFRNEXTERA ENERGY PARTNERS LP | 19,616 | $1.6B | 5.35% | |
| 393 | ULUNILEVER PLC | 35,697 | $1.6B | 5.32% | |
| 394 | VCSHVANGUARD SCOTTSDALE FDS | 20,568 | $1.6B | 5.25% | |
| 395 | —TUESDAY MORNING CORP | 1,450,000 | $1.6B | 5.22% | |
| 396 | VUGVANGUARD INDEX FDS | 5,383 | $1.5B | 5.06% | |
| 397 | CICIGNA CORP NEW | 6,318 | $1.5B | 4.95% | |
| 398 | MSCIMSCI INC | 3,000 | $1.5B | 4.93% | |
| 399 | YUMCYUM CHINA HLDGS INC | 36,314 | $1.5B | 4.93% | |
| 400 | FOXAFOX CORP | 38,081 | $1.5B | 4.91% |