FIRST MANHATTAN CO. LLC. Q2 2020 Filing
Filed August 14, 2020
Portfolio Value
$17.3B
Holdings
1,461
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (1,461 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK-BBERKSHIRE HATHAWAY | 15,617 | $4.2T | 24125.43% | |
| 2 | MSFTMICROSOFT CORP | 5,473,064 | $1.1T | 6437.17% | |
| 3 | AAPLAPPLE INC | 2,787,512 | $1.0T | 5876.93% | |
| 4 | BAMBROOKFIELD ASSET MGT | 19,020,411 | $625.8B | 3616.55% | |
| 5 | NSRGYNESTLE S A | 4,083,680 | $451.0B | 2606.50% | |
| 6 | BRK/BBERKSHIRE HATHAWAY | 2,301,731 | $410.9B | 2374.63% | |
| 7 | DHRDANAHER CORP | 2,305,970 | $407.8B | 2356.61% | |
| 8 | GOOGALPHABET INC | 272,658 | $385.4B | 2227.54% | |
| 9 | IACIEURIAC INTERACTIVECORP | 1,069,867 | $346.0B | 1999.62% | |
| 10 | JNJJOHNSON & JOHNSON | 2,120,849 | $298.3B | 1723.72% | |
| 11 | UNHUNITEDHEALTH GRP INC | 776,426 | $229.0B | 1323.51% | |
| 12 | ORCLORACLE CORP | 4,047,430 | $223.7B | 1292.85% | |
| 13 | HONHONEYWELL INTL INC | 1,471,880 | $212.8B | 1229.96% | |
| 14 | AZOAUTOZONE INC | 180,121 | $203.2B | 1174.35% | |
| 15 | VVISA INC | 1,044,530 | $201.8B | 1166.11% | |
| 16 | KKRKKR & CO INC | 6,412,368 | $198.0B | 1144.39% | |
| 17 | TMOTHERMO FISHER SCI | 538,911 | $195.3B | 1128.53% | |
| 18 | ACNACCENTURE PLC | 887,829 | $190.6B | 1101.75% | |
| 19 | IAA-WUSDIAA INC | 4,878,188 | $188.2B | 1087.39% | |
| 20 | MDLZMONDELEZ INTL INC | 3,460,677 | $176.9B | 1022.62% | |
| 21 | FISFIDELITY NATL INFO | 1,249,555 | $167.6B | 968.34% | |
| 22 | GDDYGODADDY INC | 2,128,514 | $156.1B | 902.06% | |
| 23 | CMCSACOMCAST CORP | 3,954,671 | $154.2B | 890.90% | |
| 24 | PYPLPAYPAL HLDGS INC | 868,720 | $151.4B | 874.74% | |
| 25 | ICEINTER CONTINENTAL EX | 1,645,484 | $150.7B | 871.10% | |
| 26 | METAFACEBOOK INC | 657,867 | $149.4B | 863.32% | |
| 27 | 4I1PHILIP MORRIS INTL | 1,701,389 | $119.2B | 688.89% | |
| 28 | GOOGLALPHABET INC | 83,234 | $118.0B | 682.13% | |
| 29 | MCDMCDONALDS CORP | 628,643 | $116.0B | 670.21% | |
| 30 | —RECKITT BENCKISER GR | 1,258,232 | $115.1B | 665.00% | |
| 31 | GILDGILEAD SCIENCES INC | 1,339,700 | $103.1B | 595.71% | |
| 32 | KOCOCA-COLA CO | 2,247,296 | $100.4B | 580.30% | |
| 33 | LSXMKUSDLIBERTY SIRIUS GROUP | 2,908,764 | $100.2B | 579.13% | |
| 34 | TPLUSDTEXAS PAC LD TR | 154,833 | $92.1B | 532.14% | |
| 35 | AXPAMERICAN EXPRESS CO | 913,160 | $86.9B | 502.41% | |
| 36 | BIPBROOKFIELD INFR PRTR | 1,780,008 | $73.2B | 422.91% | |
| 37 | MARMARRIOTT INTL INC | 844,072 | $72.4B | 418.20% | |
| 38 | DNKNDUNKIN BRANDS GR | 1,106,480 | $72.2B | 417.12% | |
| 39 | ALLYALLY FINL INC | 3,565,492 | $70.7B | 408.62% | |
| 40 | NKENIKE INC | 699,957 | $68.6B | 396.64% | |
| 41 | ARWRARROWHEAD PHARMACEUT | 1,578,473 | $68.2B | 394.00% | |
| 42 | BILIBILIBILI INC | 1,452,508 | $67.3B | 388.83% | |
| 43 | LYBLYONDELLBASELL INDUS | 931,483 | $61.2B | 353.79% | |
| 44 | FTVFORTIVE CORPORATION | 868,541 | $58.8B | 339.62% | |
| 45 | SYSO YOUNG INTL INC | 4,301,193 | $58.4B | 337.32% | |
| 46 | SCISERVICE CORP INTL | 1,439,749 | $56.0B | 323.60% | |
| 47 | AMZNAMAZON COM INC | 20,272 | $55.9B | 323.22% | |
| 48 | SPGIS&P GLOBAL INC | 168,193 | $55.4B | 320.27% | |
| 49 | BUDANHEUSER BUSCH INBEV | 1,097,944 | $54.1B | 312.82% | |
| 50 | ENBENBRIDGE INC | 1,766,482 | $53.7B | 310.56% | |
| 51 | KEYSKEYSIGHT TECHNOLOGS | 527,298 | $53.1B | 307.12% | |
| 52 | AMGNAMGEN INC | 222,428 | $52.5B | 303.19% | |
| 53 | PFEPFIZER INC | 1,526,594 | $49.9B | 288.50% | |
| 54 | RTXRAYTHEON TECHNOLOGIE | 787,580 | $48.5B | 280.48% | |
| 55 | MCOMOODYS CORP | 162,865 | $44.7B | 258.59% | |
| 56 | 2L9BLUEPRINT MEDICINES | 567,531 | $44.3B | 255.83% | |
| 57 | CSWCSW INDUSTRIALS IN | 631,671 | $43.7B | 252.29% | |
| 58 | AEEAMEREN CORPORATION | 608,586 | $42.8B | 247.47% | |
| 59 | BKNGBOOKING HLDGS INC | 26,882 | $42.8B | 247.38% | |
| 60 | BABOEING CO | 221,147 | $40.5B | 234.27% | |
| 61 | COFCAPITAL ONE FINL CO | 639,102 | $40.0B | 231.18% | |
| 62 | DISWALT DISNEY CO | 354,583 | $39.5B | 228.52% | |
| 63 | PGPROCTER AND GAMBLE C | 328,439 | $39.3B | 226.97% | |
| 64 | CMECME GROUP INC | 240,868 | $39.2B | 226.27% | |
| 65 | USBUS BANCORP DEL | 1,057,106 | $38.9B | 224.94% | |
| 66 | TRVCCITIGROUP INC | 735,247 | $37.6B | 217.14% | |
| 67 | IBMINTL BUSINESS MCHN | 301,068 | $36.4B | 210.14% | |
| 68 | INGRINGREDION INCORPRTD | 426,803 | $35.4B | 204.73% | |
| 69 | HUMHUMANA INC | 91,304 | $35.4B | 204.61% | |
| 70 | LBRDKLIBERTY BROADBAND CORP | 277,627 | $34.4B | 198.90% | |
| 71 | BACVERIZON COMMUNICATIO | 603,919 | $33.3B | 192.42% | |
| 72 | CARAEURCARA THERAPEUTICS | 1,910,821 | $32.7B | 188.84% | |
| 73 | NEENEXTERA ENERGY INC | 133,594 | $32.1B | 185.43% | |
| 74 | SYKSTRYKER CORP | 168,525 | $30.4B | 175.50% | |
| 75 | CHTRCHARTER COMMUNICATIO | 57,057 | $29.1B | 168.18% | |
| 76 | JOYYJOYY INC | 314,324 | $27.8B | 160.86% | |
| 77 | AWCAMERICAN WTR WKS CO | 214,659 | $27.6B | 159.61% | |
| 78 | ORLYOREILLY AUTOMOTIVE I | 64,925 | $27.4B | 158.22% | |
| 79 | EDUNEW ORIENTAL ED&TECH | 203,400 | $26.5B | 153.08% | |
| 80 | GOOSCANADA GOOSE HLDINGS | 1,124,590 | $26.1B | 150.59% | |
| 81 | BEPBROOKFIELD RENEWABLE | 518,925 | $24.8B | 143.13% | |
| 82 | IQVIQVIA HOLDINGS INC | 173,387 | $24.6B | 142.17% | |
| 83 | CRCCDN NATURAL RES | 1,391,919 | $24.3B | 140.21% | |
| 84 | WKHSEURWORKHORSE GROUP INC | 1,391,663 | $24.2B | 139.87% | |
| 85 | JPMJPMORGAN CHASE & CO | 255,033 | $24.0B | 138.63% | |
| 86 | ORIOLD REP INTL CORP | 1,397,878 | $22.8B | 131.76% | |
| 87 | STAYUSDEXTENDED STAY AMRC | 2,003,622 | $22.4B | 129.57% | |
| 88 | GGGGRACO INC | 464,555 | $22.3B | 128.84% | |
| 89 | MMM3M COMPANY | 139,978 | $21.8B | 126.19% | |
| 90 | VYMVANGUARD WHITEHALL F | 271,427 | $21.4B | 123.58% | |
| 91 | UPSUNITED PARCEL SERVIC | 190,942 | $21.2B | 122.69% | |
| 92 | ABBVABBVIE INC | 214,332 | $21.0B | 121.61% | |
| 93 | DISCKUSDDISCOVERY INC | 1,057,295 | $20.4B | 117.68% | |
| 94 | ENTAENANTA PHARMACEUTI | 394,197 | $19.8B | 114.38% | |
| 95 | SNASNAP-ON INC | 138,867 | $19.2B | 111.16% | |
| 96 | LOWLOWES CO | 140,647 | $19.0B | 109.83% | |
| 97 | BRXBRIXMOR PROPERTY G | 1,460,165 | $18.7B | 108.18% | |
| 98 | BSXBOSTON SCIENTIFIC | 525,626 | $18.5B | 106.65% | |
| 99 | TRSTRIMAS CORP | 752,983 | $18.0B | 104.22% | |
| 100 | GTESGATES INDL CORP PL | 1,710,620 | $17.6B | 101.63% |
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