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 |
|---|---|---|---|---|---|
| 301 | BEPCBROOKFIELD RENEWABLE CORP | 74,035 | $2.1B | 6.03% | |
| 302 | CACCCREDIT ACCEP CORP MICH | 3,864 | $2.0B | 5.82% | |
| 303 | CMECME GROUP INC | 7,428 | $2.0B | 5.75% | |
| 304 | DUKDUKE ENERGY CORP NEW | 16,132 | $2.0B | 5.74% | |
| 305 | TXNMTXNM ENERGY INC | 36,640 | $2.0B | 5.72% | |
| 306 | CHMGCHEMUNG FINL CORP | 40,780 | $2.0B | 5.70% | |
| 307 | JJACOBS SOLUTIONS INC | 16,111 | $1.9B | 5.68% | |
| 308 | MAAMID-AMER APT CMNTYS INC | 11,571 | $1.9B | 5.66% | |
| 309 | BAXBAXTER INTL INC | 56,043 | $1.9B | 5.62% | |
| 310 | GENGEN DIGITAL INC | 72,214 | $1.9B | 5.59% | |
| 311 | TAT&T INC | 67,340 | $1.9B | 5.56% | |
| 312 | CMSCMS ENERGY CORP | 25,344 | $1.9B | 5.55% | |
| 313 | IBDRISHARES TR | 78,189 | $1.9B | 5.52% | |
| 314 | IBDQISHARES TR | 75,179 | $1.9B | 5.52% | |
| 315 | ELVELEVANCE HEALTH INC | 4,327 | $1.9B | 5.49% | |
| 316 | LMTLOCKHEED MARTIN CORP | 4,103 | $1.8B | 5.35% | |
| 317 | METCBRAMACO RES INC | 257,093 | $1.8B | 5.33% | |
| 318 | NRIMNORTHRIM BANCORP INC | 24,900 | $1.8B | 5.32% | |
| 319 | SMHISEACOR MARINE HLDGS INC | 356,465 | $1.8B | 5.26% | |
| 320 | DVNDEVON ENERGY CORP NEW | 46,528 | $1.7B | 5.08% | |
| 321 | MTBM & T BK CORP | 9,693 | $1.7B | 5.05% | |
| 322 | BAERBRIDGER AEROSPACE GRP HLDGS | 1,479,705 | $1.7B | 4.88% | |
| 323 | CEF/USPROTT PHYSICAL GOLD & SILVE | 57,463 | $1.6B | 4.76% | |
| 324 | PAASPAN AMERN SILVER CORP | 62,979 | $1.6B | 4.75% | |
| 325 | SPDWSPDR INDEX SHS FDS | 44,581 | $1.6B | 4.74% | |
| 326 | WMWASTE MGMT INC DEL | 6,983 | $1.6B | 4.72% | |
| 327 | PLXSPLEXUS CORP | 12,606 | $1.6B | 4.71% | |
| 328 | NVTNVENT ELECTRIC PLC | 30,711 | $1.6B | 4.70% | |
| 329 | PHYS/USPROTT PHYSICAL GOLD TR | 66,599 | $1.6B | 4.67% | |
| 330 | ALSALLSTATE CORP | 7,562 | $1.6B | 4.59% | |
| 331 | XLESELECT SECTOR SPDR TR | 16,714 | $1.6B | 4.56% | |
| 332 | GMGENERAL MTRS CO | 33,113 | $1.6B | 4.54% | |
| 333 | WBDWARNER BROS DISCOVERY INC | 144,721 | $1.6B | 4.53% | |
| 334 | XLISELECT SECTOR SPDR TR | 11,842 | $1.6B | 4.53% | |
| 335 | CATCATERPILLAR INC | 4,689 | $1.5B | 4.51% | |
| 336 | FRSTPRIMIS FINANCIAL CORP | 157,681 | $1.5B | 4.49% | |
| 337 | REEVEREST GROUP LTD | 4,200 | $1.5B | 4.45% | |
| 338 | VCITVANGUARD SCOTTSDALE FDS | 18,664 | $1.5B | 4.45% | |
| 339 | DOXAMDOCS LTD | 16,401 | $1.5B | 4.40% | |
| 340 | VUGVANGUARD INDEX FDS | 4,032 | $1.5B | 4.36% | |
| 341 | IBDSISHARES TR | 59,425 | $1.4B | 4.19% | |
| 342 | CTRACOTERRA ENERGY INC | 48,975 | $1.4B | 4.13% | |
| 343 | BLKBLACKROCK INC | 1,493 | $1.4B | 4.12% | |
| 344 | SYYSYSCO CORP | 18,536 | $1.4B | 4.06% | |
| 345 | VNOVORNADO RLTY TR | 37,353 | $1.4B | 4.03% | |
| 346 | PNWPINNACLE WEST CAP CORP | 14,304 | $1.4B | 3.97% | |
| 347 | NFLXNETFLIX INC | 1,457 | $1.4B | 3.96% | |
| 348 | KIMKIMCO RLTY CORP | 63,555 | $1.3B | 3.94% | |
| 349 | ACUACME UTD CORP | 33,398 | $1.3B | 3.87% | |
| 350 | VMCVULCAN MATLS CO | 5,672 | $1.3B | 3.86% | |
| 351 | PSAPUBLIC STORAGE OPER CO | 4,405 | $1.3B | 3.85% | |
| 352 | NOWSERVICENOW INC | 1,655 | $1.3B | 3.84% | |
| 353 | VMEO*VIMEO INC | 250,162 | $1.3B | 3.84% | |
| 354 | ECLECOLAB INC | 5,159 | $1.3B | 3.83% | |
| 355 | EMREMERSON ELEC CO | 11,785 | $1.3B | 3.77% | |
| 356 | OKEONEOK INC NEW | 12,975 | $1.3B | 3.76% | |
| 357 | VXUSVANGUARD STAR FDS | 20,613 | $1.3B | 3.73% | |
| 358 | QSRRESTAURANT BRANDS INTL INC | 18,919 | $1.3B | 3.71% | |
| 359 | MGMMGM RESORTS INTERNATIONAL | 42,811 | $1.3B | 3.70% | |
| 360 | DFICDIMENSIONAL ETF TRUST | 45,636 | $1.3B | 3.70% | |
| 361 | SCHDSCHWAB STRATEGIC TR | 45,180 | $1.3B | 3.69% | |
| 362 | OWLBLUE OWL CAPITAL INC | 62,264 | $1.2B | 3.64% | |
| 363 | EFAISHARES TR | 15,165 | $1.2B | 3.62% | |
| 364 | DOWDOW INC | 35,171 | $1.2B | 3.58% | |
| 365 | TYLTYLER TECHNOLOGIES INC | 2,069 | $1.2B | 3.51% | |
| 366 | CTVACORTEVA INC | 19,061 | $1.2B | 3.50% | |
| 367 | CFRCULLEN FROST BANKERS INC | 9,533 | $1.2B | 3.48% | |
| 368 | ALCALCON AG | 12,678 | $1.2B | 3.48% | |
| 369 | VTWOVANGUARD SCOTTSDALE FDS | 14,758 | $1.2B | 3.47% | |
| 370 | PSLV/USPROTT PHYSICAL SILVER TR | 102,395 | $1.2B | 3.47% | |
| 371 | IWDISHARES TR | 6,274 | $1.2B | 3.44% | |
| 372 | HBANHUNTINGTON BANCSHARES INC | 77,366 | $1.2B | 3.42% | |
| 373 | CARRCARRIER GLOBAL CORPORATION | 18,338 | $1.2B | 3.39% | |
| 374 | CITCINTAS CORP | 5,512 | $1.1B | 3.30% | |
| 375 | XLYSELECT SECTOR SPDR TR | 5,709 | $1.1B | 3.29% | |
| 376 | EBAEBAY INC. | 16,516 | $1.1B | 3.26% | |
| 377 | BMYBRISTOL-MYERS SQUIBB CO | 18,341 | $1.1B | 3.26% | |
| 378 | MIRMIRION TECHNOLOGIES INC | 76,932 | $1.1B | 3.25% | |
| 379 | TSLATESLA INC | 4,255 | $1.1B | 3.22% | |
| 380 | PRKPARK NATL CORP | 7,217 | $1.1B | 3.19% | |
| 381 | CFFIC & F FINL CORP | 15,935 | $1.1B | 3.15% | |
| 382 | TRVCCITIGROUP INC | 15,151 | $1.1B | 3.14% | |
| 383 | AWIARMSTRONG WORLD INDS INC NEW | 7,625 | $1.1B | 3.13% | |
| 384 | ECGEVERUS CONSTR GROUP | 28,930 | $1.1B | 3.13% | |
| 385 | VFMFVANGUARD WELLINGTON FD | 8,408 | $1.1B | 3.10% | |
| 386 | NSCNORFOLK SOUTHN CORP | 4,346 | $1.0B | 3.00% | |
| 387 | DIBS1STDIBS COM INC | 337,773 | $1.0B | 3.00% | |
| 388 | HESHESS CORP | 6,380 | $1.0B | 2.97% | |
| 389 | SAFTSAFETY INS GROUP INC | 12,915 | $1.0B | 2.97% | |
| 390 | IWNISHARES TR | 6,745 | $1.0B | 2.97% | |
| 391 | XLFSELECT SECTOR SPDR TR | 20,362 | $1.0B | 2.96% | |
| 392 | BUWABIO RAD LABS INC | 4,105 | $999.8M | 2.92% | |
| 393 | ETENERGY TRANSFER L P | 53,707 | $998.4M | 2.91% | |
| 394 | SOUNSOUNDHOUND AI INC | 121,359 | $985.4M | 2.87% | |
| 395 | CARECARTER BANKSHARES INC | 60,000 | $970.8M | 2.83% | |
| 396 | IAU*ISHARES GOLD TR | 16,454 | $970.1M | 2.83% | |
| 397 | AKXANSYS INC | 3,043 | $963.3M | 2.81% | |
| 398 | QUALISHARES TR | 5,614 | $959.4M | 2.80% | |
| 399 | WMBWILLIAMS COS INC | 15,943 | $952.8M | 2.78% | |
| 400 | PHPARKER-HANNIFIN CORP | 1,554 | $944.6M | 2.76% |