FIRST MANHATTAN CO. LLC. Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$31.2B
Holdings
669
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (669 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 301 | TJXTJX COS INC NEW | 17,502 | $1.9B | 6.18% | |
| 302 | MAAMID-AMER APT CMNTYS INC | 13,094 | $1.9B | 5.99% | |
| 303 | NUNU HLDGS LTD | 142,500 | $1.8B | 5.89% | |
| 304 | INTCINTEL CORP | 58,756 | $1.8B | 5.83% | |
| 305 | KELKELLANOVA | 31,501 | $1.8B | 5.82% | |
| 306 | NOWSERVICENOW INC | 2,147 | $1.7B | 5.41% | |
| 307 | METCBRAMACO RES INC | 154,447 | $1.7B | 5.38% | |
| 308 | BUWABIO RAD LABS INC | 6,100 | $1.7B | 5.34% | |
| 309 | PSAPUBLIC STORAGE OPER CO | 5,723 | $1.6B | 5.28% | |
| 310 | CMSCMS ENERGY CORP | 27,449 | $1.6B | 5.24% | |
| 311 | JT5MUELLER WTR PRODS INC | 90,750 | $1.6B | 5.21% | |
| 312 | SPDWSPDR INDEX SHS FDS | 46,278 | $1.6B | 5.21% | |
| 313 | BAFNBAYFIRST FINANCIAL CORP | 139,015 | $1.6B | 5.18% | |
| 314 | REEVEREST GROUP LTD | 4,200 | $1.6B | 5.13% | |
| 315 | GMGENERAL MTRS CO | 34,353 | $1.6B | 5.12% | |
| 316 | WMWASTE MGMT INC DEL | 7,422 | $1.6B | 5.08% | |
| 317 | TDYTELEDYNE TECHNOLOGIES INC | 3,997 | $1.6B | 4.97% | |
| 318 | VTWOVANGUARD SCOTTSDALE FDS | 18,741 | $1.5B | 4.94% | |
| 319 | PLXSPLEXUS CORP | 14,823 | $1.5B | 4.90% | |
| 320 | EBAEBAY INC. | 28,402 | $1.5B | 4.89% | |
| 321 | MLIMUELLER INDS INC | 26,590 | $1.5B | 4.86% | |
| 322 | TXNMPNM RES INC | 40,640 | $1.5B | 4.82% | |
| 323 | DOXAMDOCS LTD | 18,818 | $1.5B | 4.79% | |
| 324 | VMCVULCAN MATLS CO | 5,937 | $1.5B | 4.73% | |
| 325 | CATCATERPILLAR INC | 4,159 | $1.4B | 4.44% | |
| 326 | TAT&T INC | 72,276 | $1.4B | 4.43% | |
| 327 | CMECME GROUP INC | 6,811 | $1.3B | 4.29% | |
| 328 | KLACKLA CORP | 1,598 | $1.3B | 4.22% | |
| 329 | FDXFEDEX CORP | 4,359 | $1.3B | 4.21% | |
| 330 | KIMKIMCO RLTY CORP | 66,999 | $1.3B | 4.18% | |
| 331 | NRIMNORTHRIM BANCORP INC | 22,500 | $1.3B | 4.16% | |
| 332 | ALCALCON AG | 14,464 | $1.3B | 4.14% | |
| 333 | PRKPARK NATL CORP | 9,067 | $1.3B | 4.14% | |
| 334 | DDDUPONT DE NEMOURS INC | 15,953 | $1.3B | 4.12% | |
| 335 | NOCNORTHROP GRUMMAN CORP | 2,918 | $1.3B | 4.08% | |
| 336 | SAFTSAFETY INS GROUP INC | 16,700 | $1.3B | 4.02% | |
| 337 | DOWDOW INC | 23,570 | $1.3B | 4.01% | |
| 338 | ECLECOLAB INC | 5,237 | $1.2B | 4.01% | |
| 339 | ACUACME UTD CORP | 35,298 | $1.2B | 3.97% | |
| 340 | OLPONE LIBERTY PPTYS INC | 51,217 | $1.2B | 3.93% | |
| 341 | PAASPAN AMERN SILVER CORP | 61,645 | $1.2B | 3.93% | |
| 342 | CARRCARRIER GLOBAL CORPORATION | 19,128 | $1.2B | 3.88% | |
| 343 | CTVACORTEVA INC | 22,069 | $1.2B | 3.82% | |
| 344 | SCHDSCHWAB STRATEGIC TR | 15,053 | $1.2B | 3.79% | |
| 345 | FWONALIBERTY MEDIA CORP DEL | 30,644 | $1.2B | 3.76% | |
| 346 | PNWPINNACLE WEST CAP CORP | 15,304 | $1.2B | 3.75% | |
| 347 | VCITVANGUARD SCOTTSDALE FDS | 14,321 | $1.1B | 3.67% | |
| 348 | VNOVORNADO RLTY TR | 42,437 | $1.1B | 3.58% | |
| 349 | OISOIL STS INTL INC | 250,000 | $1.1B | 3.56% | |
| 350 | DALDELTA AIR LINES INC DEL | 23,250 | $1.1B | 3.53% | |
| 351 | VXUSVANGUARD STAR FDS | 18,250 | $1.1B | 3.53% | |
| 352 | APGAPI GROUP CORP | 29,150 | $1.1B | 3.51% | |
| 353 | JJACOBS SOLUTIONS INC | 7,838 | $1.1B | 3.51% | |
| 354 | DUKDUKE ENERGY CORP NEW | 10,670 | $1.1B | 3.43% | |
| 355 | LF2PACIFIC PREMIER BANCORP | 45,969 | $1.1B | 3.38% | |
| 356 | VFMFVANGUARD WELLINGTON FD | 8,418 | $1.0B | 3.32% | |
| 357 | BCOBRINKS CO | 10,069 | $1.0B | 3.31% | |
| 358 | NVONOVO-NORDISK A S | 7,207 | $1.0B | 3.30% | |
| 359 | OWLBLUE OWL CAPITAL INC | 57,550 | $1.0B | 3.27% | |
| 360 | SYYSYSCO CORP | 14,290 | $1.0B | 3.27% | |
| 361 | CFRCULLEN FROST BANKERS INC | 9,974 | $1.0B | 3.25% | |
| 362 | HBANHUNTINGTON BANCSHARES INC | 75,373 | $1.0B | 3.22% | |
| 363 | ETENERGY TRANSFER L P | 60,484 | $981.0M | 3.15% | |
| 364 | IWDISHARES TR | 5,589 | $975.0M | 3.13% | |
| 365 | PSLV/USPROTT PHYSICAL SILVER TR | 97,395 | $967.0M | 3.10% | |
| 366 | CITCINTAS CORP | 1,378 | $964.0M | 3.09% | |
| 367 | XLESELECT SECTOR SPDR TR | 10,506 | $957.0M | 3.07% | |
| 368 | HESHESS CORP | 6,380 | $941.0M | 3.02% | |
| 369 | TYLTYLER TECHNOLOGIES INC | 1,863 | $936.0M | 3.00% | |
| 370 | OKEONEOK INC NEW | 11,383 | $928.0M | 2.98% | |
| 371 | AWIARMSTRONG WORLD INDS INC NEW | 8,200 | $928.0M | 2.98% | |
| 372 | HOLXHOLOGIC INC | 12,507 | $928.0M | 2.98% | |
| 373 | NFLXNETFLIX INC | 1,361 | $918.0M | 2.94% | |
| 374 | CFFIC & F FINL CORP | 18,750 | $912.0M | 2.92% | |
| 375 | BPRNPRINCETON BANCORP INC | 27,500 | $910.0M | 2.92% | |
| 376 | CARECARTER BANKSHARES INC | 60,000 | $907.0M | 2.91% | |
| 377 | GSGOLDMAN SACHS GROUP INC | 2,007 | $907.0M | 2.91% | |
| 378 | BLKCHFBLACKROCK INC | 1,153 | $907.0M | 2.91% | |
| 379 | PANWPALO ALTO NETWORKS INC | 2,619 | $887.0M | 2.84% | |
| 380 | CPCANADIAN PACIFIC KANSAS CITY | 11,230 | $885.0M | 2.84% | |
| 381 | SGCSUPERIOR GROUP OF CO INC | 46,762 | $884.0M | 2.84% | |
| 382 | ULUNILEVER PLC | 16,048 | $882.0M | 2.83% | |
| 383 | VUGVANGUARD INDEX FDS | 2,334 | $874.0M | 2.80% | |
| 384 | DDOGDATADOG INC | 6,720 | $871.0M | 2.79% | |
| 385 | BMYBRISTOL-MYERS SQUIBB CO | 20,670 | $858.0M | 2.75% | |
| 386 | LRCXEURLAM RESEARCH CORP | 805 | $858.0M | 2.75% | |
| 387 | QUALISHARES TR | 4,970 | $848.0M | 2.72% | |
| 388 | MANMANPOWERGROUP INC WIS | 12,141 | $847.0M | 2.72% | |
| 389 | NSCNORFOLK SOUTHN CORP | 3,921 | $841.0M | 2.70% | |
| 390 | WBAWALGREENS BOOTS ALLIANCE INC | 68,944 | $833.0M | 2.67% | |
| 391 | BDXBECTON DICKINSON & CO | 3,566 | $833.0M | 2.67% | |
| 392 | 0HQKCBL & ASSOC PPTYS INC | 35,594 | $832.0M | 2.67% | |
| 393 | RGENREPLIGEN CORP | 6,551 | $825.0M | 2.65% | |
| 394 | QCOMQUALCOMM INC | 4,089 | $814.0M | 2.61% | |
| 395 | HTBKHERITAGE COMM CORP | 92,045 | $800.0M | 2.57% | |
| 396 | CITHE CIGNA GROUP | 2,397 | $792.0M | 2.54% | |
| 397 | SHELSHELL PLC | 10,882 | $785.0M | 2.52% | |
| 398 | CRWSCROWN CRAFTS INC | 147,401 | $782.0M | 2.51% | |
| 399 | PHPARKER-HANNIFIN CORP | 1,546 | $781.0M | 2.50% | |
| 400 | ITOTISHARES TR | 6,544 | $777.0M | 2.49% |