FIRST MANHATTAN CO. LLC. Q2 2018 Filing
Filed August 1, 2018
Portfolio Value
$17.3B
Holdings
1,419
Report Date
Q2 2018
Filing Type
13F-HR
All Holdings (1,419 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | LYBLYONDELLBASELL INDUS | 248,260 | $27.3B | 157.23% | |
| 102 | —PLATFORM SPECIALTY | 2,331,525 | $27.0B | 155.93% | |
| 103 | —DOWDUPONT INC | 403,074 | $26.6B | 153.20% | |
| 104 | NVROEURNEVRO CORP | 325,000 | $26.0B | 149.62% | |
| 105 | JPMJPMORGAN CHASE & CO | 248,758 | $25.9B | 149.44% | |
| 106 | SYKSTRYKER CORP | 146,345 | $24.7B | 142.47% | |
| 107 | VYMVANGUARD WHITEHALL F | 291,650 | $24.2B | 139.65% | |
| 108 | MDTMEDTRONIC PLC | 279,828 | $24.0B | 138.12% | |
| 109 | ANATUSDAMERICAN NATL INS CO | 200,016 | $23.9B | 137.91% | |
| 110 | XPOXPO LOGISTICS INC | 237,935 | $23.8B | 137.43% | |
| 111 | LBRDKLIBERTY BROADBAND CORP | 312,552 | $23.7B | 136.45% | |
| 112 | ASNDASCENDIS PHARMA A S | 355,348 | $23.6B | 136.28% | |
| 113 | TASTUSDCARROLS RESTAURANT | 1,588,598 | $23.6B | 136.01% | |
| 114 | GGGGRACO INC | 516,016 | $23.3B | 134.53% | |
| 115 | NTRNUTRIEN LTD | 425,469 | $23.1B | 133.40% | |
| 116 | —OBSEVA SA | 1,508,966 | $22.8B | 131.71% | |
| 117 | —AGROFRESH SOLUTIONS | 3,245,385 | $22.8B | 131.17% | |
| 118 | DFSEURDISCOVER FINL SVCS | 320,063 | $22.5B | 129.93% | |
| 119 | EOGEOG RESOURCES INC | 177,078 | $22.0B | 127.06% | |
| 120 | —ALLERGAN PLC | 128,641 | $21.4B | 123.65% | |
| 121 | ORLYO'REILLY AUTOMOTIVE | 78,115 | $21.4B | 123.20% | |
| 122 | —CAPITAL SR LIVING | 2,002,525 | $21.4B | 123.19% | |
| 123 | LOWLOWES CO | 221,559 | $21.2B | 122.08% | |
| 124 | SKTTANGER FACTORY OUTLT | 896,489 | $21.1B | 121.41% | |
| 125 | AWCAMERICAN WTR WKS CO | 238,943 | $20.4B | 117.62% | |
| 126 | SFESSAFEGUARD SCIENTIFIC | 1,564,217 | $20.0B | 115.43% | |
| 127 | CDEVEURCENTENNIAL RESOURCE | 1,108,557 | $20.0B | 115.43% | |
| 128 | HTOSJW GROUP | 298,005 | $19.7B | 113.77% | |
| 129 | CSCOCISCO SYSTEMS INC | 449,162 | $19.3B | 111.43% | |
| 130 | ICEINTER CONTINENTAL EX | 251,383 | $18.5B | 106.60% | |
| 131 | BEPBROOKFIELD RENEWABLE | 608,400 | $18.3B | 105.22% | |
| 132 | VNDAVANDA PHARMA | 956,866 | $18.2B | 105.09% | |
| 133 | PBVPRESTIGE BRANDS HLDG | 462,675 | $17.8B | 102.38% | |
| 134 | ABGAMERISOURCE-BERGEN | 205,928 | $17.6B | 101.24% | |
| 135 | GRA1EURGRACE W R & CO DEL | 230,992 | $16.9B | 97.63% | |
| 136 | KMBKIMBERLY CLARK CORP | 160,350 | $16.9B | 97.39% | |
| 137 | HHC*HOWARD HUGHES | 124,259 | $16.5B | 94.92% | |
| 138 | NWENORTHWESTERN CORP | 286,109 | $16.4B | 94.43% | |
| 139 | PEPPEPSICO INC | 149,751 | $16.3B | 94.00% | |
| 140 | AWGASBURY AUTOMOTIVE GR | 235,890 | $16.2B | 93.23% | |
| 141 | STAYUSDEXTENDED STAY AMRC | 740,500 | $16.0B | 92.26% | |
| 142 | LM03LIBERTY SIRIUS GROUP | 355,037 | $16.0B | 92.21% | |
| 143 | RRCRANGE RESOURCES CORP | 943,893 | $15.8B | 91.04% | |
| 144 | ANIKANIKA THERAPEUTICS | 492,602 | $15.8B | 90.88% | |
| 145 | ABBVABBVIE INC | 159,901 | $14.8B | 85.41% | |
| 146 | GEGENERAL ELECTRIC CO | 1,038,998 | $14.1B | 81.52% | |
| 147 | EVRGEVERGY INC | 250,923 | $14.1B | 81.23% | |
| 148 | TBPHTHERAVANCE BIOPHARMA | 619,085 | $14.0B | 80.95% | |
| 149 | ABTABBOTT LABS | 229,244 | $14.0B | 80.61% | |
| 150 | ENBENBRIDGE INC | 389,290 | $13.9B | 80.10% | |
| 151 | OXYOCCIDENTAL PETE CORP | 163,036 | $13.6B | 78.65% | |
| 152 | MSEXMIDDLESEX WATER CO | 322,797 | $13.6B | 78.48% | |
| 153 | —GROUPE DANONE | 184,709 | $13.4B | 77.30% | |
| 154 | SRESEMPRA ENERGY | 114,845 | $13.3B | 76.88% | |
| 155 | VREMACK CALI RLTY CORP | 657,244 | $13.3B | 76.84% | |
| 156 | BILIBILIBILI INC | 952,165 | $13.3B | 76.80% | |
| 157 | LLOEWS CORP | 274,672 | $13.3B | 76.46% | |
| 158 | BECNUSDBEACON ROOFING SUP | 309,683 | $13.2B | 76.09% | |
| 159 | SPYSPDR | 48,500 | $13.2B | 75.86% | |
| 160 | SCHWSCHWAB CHARLES CORP | 257,470 | $13.2B | 75.85% | |
| 161 | CMCCOMMERCIAL METALS CO | 621,607 | $13.1B | 75.66% | |
| 162 | CLCOLGATE PALMOLIVE CO | 198,759 | $12.9B | 74.27% | |
| 163 | —AQUA AMERICA INC | 357,341 | $12.6B | 72.48% | |
| 164 | NKENIKE INC | 157,071 | $12.5B | 72.16% | |
| 165 | MCXMCCORMICK & CO INC | 107,251 | $12.4B | 71.78% | |
| 166 | MRKMERCK & CO INC | 204,107 | $12.4B | 71.43% | |
| 167 | CSWCCAPITAL SOUTHWEST | 681,858 | $12.3B | 71.19% | |
| 168 | —PACIFIC MERCANT BANC | 1,240,533 | $12.1B | 69.73% | |
| 169 | —GLATFELTER | 608,283 | $11.9B | 68.70% | |
| 170 | TRVTRAVELERS CO(THE) | 94,604 | $11.6B | 66.72% | |
| 171 | —A V HOMES INC | 532,679 | $11.4B | 65.72% | |
| 172 | —CHEMICAL FINL CORP | 200,910 | $11.2B | 64.48% | |
| 173 | NTRSNORTHERN TR CORP | 107,623 | $11.1B | 63.84% | |
| 174 | CARAEURCARA THERAPEUTICS | 557,000 | $10.7B | 61.50% | |
| 175 | ARLPALLIANCE RES PRTN | 581,218 | $10.7B | 61.49% | |
| 176 | SPGSIMON PPTY INC | 62,403 | $10.6B | 61.23% | |
| 177 | LLYELI LILLY & CO | 122,761 | $10.5B | 60.39% | |
| 178 | CFGCITIZENS FINANCIAL | 268,859 | $10.5B | 60.30% | |
| 179 | PNCPNC FINL SVCS GRP | 75,987 | $10.3B | 59.18% | |
| 180 | —BEIERSDORF AG | 90,325 | $10.3B | 59.12% | |
| 181 | —NEW HOME COMPANY I | 999,066 | $10.0B | 57.42% | |
| 182 | OECORION ENG CARBNS S.A | 318,025 | $9.8B | 56.57% | |
| 183 | CWCOCONSOLIDATED WATR CO | 759,163 | $9.8B | 56.46% | |
| 184 | CELGCELGENE CORP | 123,275 | $9.8B | 56.44% | |
| 185 | MDUMDU RES GROUP INC | 340,362 | $9.8B | 56.28% | |
| 186 | BSFAANI PHARMACEUTICALS | 145,695 | $9.7B | 56.11% | |
| 187 | INTCINTEL CORP | 193,621 | $9.6B | 55.49% | |
| 188 | AMZNAMAZON COM INC | 5,650 | $9.6B | 55.37% | |
| 189 | PAASPAN AMERICAN SILVER | 531,365 | $9.5B | 54.84% | |
| 190 | LBRDALIBERTY BROADBAND CORP | 121,903 | $9.2B | 53.16% | |
| 191 | WATWATERS CORP | 47,276 | $9.2B | 52.77% | |
| 192 | —SINA CORPORATION | 107,896 | $9.1B | 52.68% | |
| 193 | IDAIDACORP INC | 98,973 | $9.1B | 52.63% | |
| 194 | FWONALIBERTY MEDIA | 245,522 | $9.1B | 52.56% | |
| 195 | ARTNAARTESIAN RESOURCES | 232,806 | $9.0B | 52.03% | |
| 196 | MSAMSA SAFETY INC | 93,309 | $9.0B | 51.83% | |
| 197 | —BALDWIN & LYONS INC | 367,036 | $9.0B | 51.63% | |
| 198 | APDAIR PRODS & CHEMS | 57,247 | $8.9B | 51.40% | |
| 199 | MTCHEURMATCH GROUP INC | 227,380 | $8.8B | 50.78% | |
| 200 | CUCAAVIS BUDGET GROUP | 270,700 | $8.8B | 50.72% |