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 |
|---|---|---|---|---|---|
| 201 | MOALTRIA GROUP INC | 96,004 | $5.9B | 17.07% | |
| 202 | REGREGENCY CTRS CORP | 77,952 | $5.8B | 16.93% | |
| 203 | NVSNNOVARTIS AG | 49,460 | $5.7B | 16.62% | |
| 204 | VBRVANGUARD INDEX FDS | 30,471 | $5.7B | 16.56% | |
| 205 | HCAHCA HEALTHCARE INC | 16,166 | $5.6B | 16.30% | |
| 206 | HTOSJW GROUP | 100,202 | $5.5B | 15.99% | |
| 207 | NWENORTHWESTERN ENERGY GROUP IN | 93,699 | $5.4B | 15.82% | |
| 208 | CLVTCLARIVATE PLC | 1,365,686 | $5.4B | 15.66% | |
| 209 | DEDEERE & CO | 11,372 | $5.4B | 15.62% | |
| 210 | IDAIDACORP INC | 45,970 | $5.3B | 15.59% | |
| 211 | KNFKNIFE RIVER CORP | 56,749 | $5.1B | 14.93% | |
| 212 | ENQENTEGRIS INC | 56,466 | $4.9B | 14.41% | |
| 213 | CPKCHESAPEAKE UTILS CORP | 38,165 | $4.9B | 14.37% | |
| 214 | SLBSCHLUMBERGER LTD | 116,600 | $4.9B | 14.32% | |
| 215 | GLGLOBE LIFE INC | 36,825 | $4.9B | 14.15% | |
| 216 | VWOVANGUARD INTL EQUITY INDEX F | 104,435 | $4.7B | 13.79% | |
| 217 | MMM3M CO | 31,634 | $4.6B | 13.55% | |
| 218 | VONEVANGUARD SCOTTSDALE FDS | 18,256 | $4.6B | 13.52% | |
| 219 | CSXCSX CORP | 154,782 | $4.6B | 13.29% | |
| 220 | AGIALAMOS GOLD INC NEW | 170,000 | $4.5B | 13.25% | |
| 221 | PAYOPAYONEER GLOBAL INC | 617,574 | $4.5B | 13.17% | |
| 222 | BKNGBOOKING HOLDINGS INC | 963 | $4.4B | 12.94% | |
| 223 | MCXMCCORMICK & CO INC | 52,985 | $4.4B | 12.72% | |
| 224 | NNBRNN INC | 1,925,000 | $4.4B | 12.69% | |
| 225 | TXNTEXAS INSTRS INC | 24,066 | $4.3B | 12.62% | |
| 226 | ITWILLINOIS TOOL WKS INC | 17,318 | $4.3B | 12.61% | |
| 227 | ESQESQUIRE FINL HLDGS INC | 56,879 | $4.3B | 12.51% | |
| 228 | VTVVANGUARD INDEX FDS | 24,273 | $4.2B | 12.23% | |
| 229 | OTISOTIS WORLDWIDE CORP | 40,549 | $4.2B | 12.21% | |
| 230 | MNSBMAINSTREET BANCSHARES INC | 244,577 | $4.1B | 11.93% | |
| 231 | NDQINVESCO QQQ TR | 8,607 | $4.0B | 11.79% | |
| 232 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 23,959 | $4.0B | 11.65% | |
| 233 | QIPTQUIPT HOME MEDICAL CORP | 1,650,000 | $3.8B | 11.22% | |
| 234 | COTYCOTY INC | 700,667 | $3.8B | 11.18% | |
| 235 | XYLXYLEM INC | 32,003 | $3.8B | 11.15% | |
| 236 | CPTCAMDEN PPTY TR | 30,878 | $3.8B | 11.11% | |
| 237 | ADIANALOG DEVICES INC | 18,816 | $3.8B | 11.07% | |
| 238 | CFBKCF BANKSHARES INC | 172,022 | $3.8B | 11.06% | |
| 239 | LBRDALIBERTY BROADBAND CORP | 44,411 | $3.8B | 11.01% | |
| 240 | OGEOGE ENERGY CORP | 81,774 | $3.8B | 10.96% | |
| 241 | PAHUSDELEMENT SOLUTIONS INC | 166,130 | $3.8B | 10.96% | |
| 242 | AIGAMERICAN INTL GROUP INC | 42,376 | $3.7B | 10.75% | |
| 243 | PGRPROGRESSIVE CORP | 12,986 | $3.7B | 10.72% | |
| 244 | CIENCIENA CORP | 59,827 | $3.6B | 10.55% | |
| 245 | STZCONSTELLATION BRANDS INC | 18,861 | $3.5B | 10.10% | |
| 246 | APOAPOLLO GLOBAL MGMT INC | 25,093 | $3.4B | 10.02% | |
| 247 | LAMRLAMAR ADVERTISING CO NEW | 29,690 | $3.4B | 9.86% | |
| 248 | OTTROTTER TAIL CORP | 41,930 | $3.4B | 9.83% | |
| 249 | ZTSZOETIS INC | 20,393 | $3.4B | 9.80% | |
| 250 | CSCOCISCO SYS INC | 53,461 | $3.3B | 9.62% | |
| 251 | PORPORTLAND GEN ELEC CO | 72,990 | $3.3B | 9.60% | |
| 252 | KLACKLA CORP | 4,835 | $3.3B | 9.59% | |
| 253 | PSXPHILLIPS 66 | 26,079 | $3.2B | 9.39% | |
| 254 | ONTOONTO INNOVATION INC | 26,499 | $3.2B | 9.38% | |
| 255 | PYPLPAYPAL HLDGS INC | 48,535 | $3.2B | 9.24% | |
| 256 | CUCAAVIS BUDGET GROUP | 41,359 | $3.1B | 9.16% | |
| 257 | GPGICOMPOSECURE INC | 288,492 | $3.1B | 9.15% | |
| 258 | ROPROPER TECHNOLOGIES INC | 5,316 | $3.1B | 9.14% | |
| 259 | IJRISHARES TR | 29,674 | $3.1B | 9.05% | |
| 260 | KMBKIMBERLY-CLARK CORP | 21,272 | $3.1B | 8.90% | |
| 261 | GISGENERAL MLS INC | 50,556 | $3.0B | 8.82% | |
| 262 | ULUNILEVER PLC | 50,229 | $3.0B | 8.73% | |
| 263 | ARTNAARTESIAN RES CORP | 91,491 | $3.0B | 8.71% | |
| 264 | FWONALIBERTY MEDIA CORP DEL | 32,284 | $2.9B | 8.48% | |
| 265 | VTIVANGUARD INDEX FDS | 10,406 | $2.9B | 8.34% | |
| 266 | BKBANK NEW YORK MELLON CORP | 33,698 | $2.8B | 8.25% | |
| 267 | BRTBRT APARTMENTS CORP | 160,600 | $2.8B | 8.08% | |
| 268 | BKHBLACK HILLS CORP | 45,132 | $2.7B | 7.99% | |
| 269 | BABAALIBABA GROUP HLDG LTD | 20,528 | $2.7B | 7.92% | |
| 270 | CVSCVS HEALTH CORP | 39,815 | $2.7B | 7.87% | |
| 271 | VONVVANGUARD SCOTTSDALE FDS | 32,335 | $2.7B | 7.79% | |
| 272 | LENLENNAR CORP | 24,292 | $2.6B | 7.73% | |
| 273 | IVVISHARES TR | 4,708 | $2.6B | 7.72% | |
| 274 | ARESARES MANAGEMENT CORPORATION | 17,545 | $2.6B | 7.50% | |
| 275 | PLDPROLOGIS INC. | 22,495 | $2.5B | 7.34% | |
| 276 | MTBASIMPLIFY EXCHANGE TRADED FUN | 50,000 | $2.5B | 7.31% | |
| 277 | MPCMARATHON PETE CORP | 17,149 | $2.5B | 7.29% | |
| 278 | CFGCITIZENS FINL GROUP INC | 59,472 | $2.4B | 7.11% | |
| 279 | BACVERIZON COMMUNICATIONS INC | 52,994 | $2.4B | 7.01% | |
| 280 | BCMLBAYCOM CORP | 94,836 | $2.4B | 7.01% | |
| 281 | APDAIR PRODS & CHEMS INC | 8,116 | $2.4B | 6.98% | |
| 282 | 0HQKCBL & ASSOC PPTYS INC | 89,484 | $2.4B | 6.94% | |
| 283 | TDYTELEDYNE TECHNOLOGIES INC | 4,647 | $2.3B | 6.75% | |
| 284 | EFSCENTERPRISE FINL SVCS CORP | 42,917 | $2.3B | 6.73% | |
| 285 | DMACDIAMEDICA THERAPEUTICS INC | 606,435 | $2.3B | 6.71% | |
| 286 | MDUMDU RES GROUP INC | 131,174 | $2.2B | 6.52% | |
| 287 | BAHBOOZ ALLEN HAMILTON HLDG COR | 21,366 | $2.2B | 6.52% | |
| 288 | GPKGRAPHIC PACKAGING HLDG CO | 85,683 | $2.2B | 6.52% | |
| 289 | IYWISHARES TR | 15,740 | $2.2B | 6.45% | |
| 290 | TDWTIDEWATER INC NEW | 52,150 | $2.2B | 6.43% | |
| 291 | TJXTJX COS INC NEW | 18,024 | $2.2B | 6.40% | |
| 292 | —RAMACO RES INC | 264,415 | $2.2B | 6.35% | |
| 293 | BIPCBROOKFIELD INFRASTRUCTURE CO | 60,158 | $2.2B | 6.34% | |
| 294 | ADBEADOBE INC | 5,624 | $2.2B | 6.29% | |
| 295 | UTLUNITIL CORP | 37,295 | $2.2B | 6.28% | |
| 296 | WTMWHITE MTNS INS GROUP LTD | 1,115 | $2.1B | 6.26% | |
| 297 | JT5MUELLER WTR PRODS INC | 82,567 | $2.1B | 6.12% | |
| 298 | BAFNBAYFIRST FINANCIAL CORP | 125,453 | $2.1B | 6.12% | |
| 299 | AVUVAMERICAN CENTY ETF TR | 24,055 | $2.1B | 6.12% | |
| 300 | PBRPETROLEO BRASILEIRO SA PETRO | 145,839 | $2.1B | 6.10% |