FIRST MANHATTAN CO. LLC. Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$34.3B
Holdings
678
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (678 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | NEENEXTERA ENERGY INC | 328,896 | $23.3B | 68.02% | |
| 102 | INTCINTEL CORP | 1,012,228 | $23.0B | 67.06% | |
| 103 | XOMEXXON MOBIL CORP | 186,369 | $22.2B | 64.66% | |
| 104 | PEPPEPSICO INC | 144,720 | $21.7B | 63.30% | |
| 105 | DWDMORGAN STANLEY | 185,651 | $21.7B | 63.19% | |
| 106 | HHHHOWARD HUGHES HOLDINGS INC | 267,978 | $19.9B | 57.91% | |
| 107 | UBERUBER TECHNOLOGIES INC | 270,700 | $19.7B | 57.54% | |
| 108 | DEIDOUGLAS EMMETT INC | 1,203,908 | $19.5B | 56.86% | |
| 109 | BXBLACKSTONE INC | 137,089 | $19.2B | 55.90% | |
| 110 | SOXXISHARES TR | 101,375 | $19.1B | 55.65% | |
| 111 | AXSAXIS CAP HLDGS LTD | 188,064 | $18.9B | 55.24% | |
| 112 | BSXBOSTON SCIENTIFIC CORP | 187,272 | $18.9B | 55.11% | |
| 113 | ADPAUTOMATIC DATA PROCESSING IN | 60,274 | $18.5B | 54.00% | |
| 114 | COSTCOSTCO WHSL CORP NEW | 18,884 | $17.9B | 52.10% | |
| 115 | RPMRPM INTL INC | 154,148 | $17.8B | 52.02% | |
| 116 | 0J7QIAC INC | 378,786 | $17.4B | 50.77% | |
| 117 | ARISUSDARIS WATER SOLUTIONS INC | 540,370 | $17.3B | 50.51% | |
| 118 | SPYSPDR S&P 500 ETF TR | 30,843 | $17.3B | 50.49% | |
| 119 | MLMMARTIN MARIETTA MATLS INC | 35,595 | $17.0B | 49.65% | |
| 120 | RRCRANGE RES CORP | 413,570 | $16.5B | 48.18% | |
| 121 | MRKMERCK & CO INC | 176,732 | $16.0B | 46.69% | |
| 122 | NOBLPROSHARES TR | 153,463 | $15.8B | 45.95% | |
| 123 | GTESGATES INDL CORP PLC | 855,186 | $15.7B | 45.93% | |
| 124 | VBVANGUARD INDEX FDS | 68,210 | $15.1B | 44.13% | |
| 125 | COPCONOCOPHILLIPS | 136,582 | $14.3B | 41.85% | |
| 126 | EPDENTERPRISE PRODS PARTNERS L | 405,148 | $13.8B | 40.35% | |
| 127 | NVGSNAVIGATOR HLDGS LTD | 1,011,146 | $13.5B | 39.41% | |
| 128 | MAMASTERCARD INCORPORATED | 24,196 | $13.3B | 38.69% | |
| 129 | BXPBXP INC | 187,085 | $12.8B | 37.21% | |
| 130 | CMCCOMMERCIAL METALS CO | 272,431 | $12.6B | 36.71% | |
| 131 | MSIMOTOROLA SOLUTIONS INC | 28,647 | $12.6B | 36.68% | |
| 132 | WMTWALMART INC | 142,734 | $12.6B | 36.65% | |
| 133 | KMXCARMAX INC | 157,979 | $12.3B | 35.91% | |
| 134 | HDHOME DEPOT INC | 33,583 | $12.3B | 35.91% | |
| 135 | APHAMPHENOL CORP NEW | 186,518 | $12.3B | 35.77% | |
| 136 | AMALAMALGAMATED FINANCIAL CORP | 423,675 | $12.2B | 35.53% | |
| 137 | CCKCROWN HLDGS INC | 130,314 | $11.7B | 34.02% | |
| 138 | JEFJEFFERIES FINL GROUP INC | 216,959 | $11.6B | 33.91% | |
| 139 | VEAVANGUARD TAX-MANAGED FDS | 225,233 | $11.4B | 33.40% | |
| 140 | AONAON PLC | 28,581 | $11.4B | 33.28% | |
| 141 | NTRNUTRIEN LTD | 225,931 | $11.3B | 33.07% | |
| 142 | TRVTRAVELERS COMPANIES INC | 41,685 | $11.0B | 32.16% | |
| 143 | MSEXMIDDLESEX WTR CO | 169,788 | $10.9B | 31.75% | |
| 144 | CBZCBIZ INC | 143,305 | $10.9B | 31.71% | |
| 145 | VBTXVERITEX HLDGS INC | 430,183 | $10.7B | 31.34% | |
| 146 | BEPBROOKFIELD RENEWABLE PARTNER | 481,978 | $10.7B | 31.16% | |
| 147 | AJGGALLAGHER ARTHUR J & CO | 30,926 | $10.7B | 31.15% | |
| 148 | ABTABBOTT LABS | 79,200 | $10.5B | 30.65% | |
| 149 | GRBKGREEN BRICK PARTNERS INC | 178,143 | $10.4B | 30.30% | |
| 150 | VIOVVANGUARD ADMIRAL FDS INC | 123,416 | $10.4B | 30.21% | |
| 151 | LLOEWS CORP | 110,071 | $10.1B | 29.51% | |
| 152 | PFEPFIZER INC | 389,734 | $9.9B | 28.81% | |
| 153 | GQ9SPDR GOLD TR | 33,850 | $9.8B | 28.45% | |
| 154 | CALCALERES INC | 560,343 | $9.7B | 28.28% | |
| 155 | RTXRTX CORPORATION | 72,792 | $9.6B | 28.13% | |
| 156 | AG8AGILENT TECHNOLOGIES INC | 79,375 | $9.3B | 27.09% | |
| 157 | WFC 7.5 PERP LWELLS FARGO CO NEW | 7,685 | $9.2B | 26.92% | |
| 158 | MTXMINERALS TECHNOLOGIES INC | 144,773 | $9.2B | 26.85% | |
| 159 | YUMYUM BRANDS INC | 58,190 | $9.2B | 26.71% | |
| 160 | PNCPNC FINL SVCS GROUP INC | 51,078 | $9.0B | 26.19% | |
| 161 | A4SAMERIPRISE FINL INC | 18,308 | $8.9B | 25.86% | |
| 162 | ADTADT INC DEL | 1,075,055 | $8.8B | 25.70% | |
| 163 | LVMUYLVMH MOET HENNESSY LOUIS VUITTON SA UNPSPONSORED ADR | 70,836 | $8.8B | 25.60% | |
| 164 | LBRDKLIBERTY BROADBAND CORP | 102,241 | $8.7B | 25.37% | |
| 165 | SRLNSSGA ACTIVE ETF TR | 208,650 | $8.6B | 25.04% | |
| 166 | TRSTRIMAS CORP | 365,637 | $8.6B | 24.99% | |
| 167 | UPSUNITED PARCEL SERVICE INC | 75,892 | $8.3B | 24.35% | |
| 168 | TACTRANSALTA CORP | 881,682 | $8.3B | 24.16% | |
| 169 | TMHCTAYLOR MORRISON HOME CORP | 134,065 | $8.0B | 23.48% | |
| 170 | CLCOLGATE PALMOLIVE CO | 85,133 | $8.0B | 23.27% | |
| 171 | AERAERCAP HOLDINGS NV | 74,679 | $7.7B | 22.32% | |
| 172 | SRESEMPRA | 104,964 | $7.6B | 22.04% | |
| 173 | MSAMSA SAFETY INC | 51,075 | $7.5B | 21.86% | |
| 174 | SNYSANOFI | 132,904 | $7.4B | 21.50% | |
| 175 | BKLNINVESCO EXCH TRADED FD TR II | 350,000 | $7.2B | 21.14% | |
| 176 | CWCOCONSOLIDATED WATER CO INC | 294,466 | $7.2B | 21.04% | |
| 177 | DYHTARGET CORP | 68,541 | $7.2B | 20.87% | |
| 178 | TMUST-MOBILE US INC | 26,705 | $7.1B | 20.78% | |
| 179 | PRPERMIAN RESOURCES CORP | 510,090 | $7.1B | 20.61% | |
| 180 | WHWYNDHAM HOTELS & RESORTS INC | 77,557 | $7.0B | 20.48% | |
| 181 | SIRISIRIUSXM HOLDINGS INC | 311,226 | $7.0B | 20.47% | |
| 182 | CVXCHEVRON CORP NEW | 41,564 | $7.0B | 20.28% | |
| 183 | NDAQNASDAQ INC | 90,969 | $6.9B | 20.13% | |
| 184 | S9QSPIRIT AEROSYSTEMS HLDGS INC | 198,689 | $6.8B | 19.97% | |
| 185 | NTRSNORTHERN TR CORP | 68,614 | $6.8B | 19.90% | |
| 186 | GILDGILEAD SCIENCES INC | 58,045 | $6.5B | 18.97% | |
| 187 | AEEAMEREN CORP | 63,942 | $6.4B | 18.73% | |
| 188 | CSWCCAPITAL SOUTHWEST CORP | 287,136 | $6.4B | 18.70% | |
| 189 | NINISOURCE INC | 159,335 | $6.4B | 18.63% | |
| 190 | GSGOLDMAN SACHS GROUP INC | 11,503 | $6.3B | 18.33% | |
| 191 | EVRGEVERGY INC | 90,519 | $6.2B | 18.21% | |
| 192 | MRBKMERIDIAN CORPORATION | 432,071 | $6.2B | 18.15% | |
| 193 | SGSWEETGREEN INC | 245,330 | $6.1B | 17.91% | |
| 194 | WTRGESSENTIAL UTILS INC | 154,621 | $6.1B | 17.83% | |
| 195 | BACBANK AMERICA CORP | 145,807 | $6.1B | 17.75% | |
| 196 | FMCENORTHERN LTS FD TR IV | 240,956 | $6.0B | 17.56% | |
| 197 | NEMNEWMONT CORP | 124,600 | $6.0B | 17.55% | |
| 198 | ETNEATON CORP PLC | 22,013 | $6.0B | 17.46% | |
| 199 | KDKYNDRYL HLDGS INC | 189,606 | $6.0B | 17.37% | |
| 200 | MRSHMARSH & MCLENNAN COS INC | 24,252 | $5.9B | 17.27% |