FIRST MANHATTAN CO. LLC. Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$35.4B
Holdings
698
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (698 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | PFEPFIZER INC | 257,364 | $6.2B | 17.61% | |
| 202 | CLVTCLARIVATE PLC | 1,449,650 | $6.2B | 17.60% | |
| 203 | HCAHCA HEALTHCARE INC | 16,143 | $6.2B | 17.46% | |
| 204 | MRSHMARSH & MCLENNAN COS INC | 28,168 | $6.2B | 17.39% | |
| 205 | NINISOURCE INC | 152,613 | $6.2B | 17.38% | |
| 206 | CALCALERES INC | 500,310 | $6.1B | 17.26% | |
| 207 | AEEAMEREN CORP | 62,967 | $6.0B | 17.07% | |
| 208 | VBRVANGUARD INDEX FDS | 30,635 | $6.0B | 16.95% | |
| 209 | AGGISHARES TR | 59,125 | $5.9B | 16.56% | |
| 210 | EVRGEVERGY INC | 85,012 | $5.9B | 16.55% | |
| 211 | DEDEERE & CO | 11,379 | $5.8B | 16.39% | |
| 212 | CSWCCAPITAL SOUTHWEST CORP | 258,986 | $5.7B | 16.12% | |
| 213 | WTRGESSENTIAL UTILS INC | 152,621 | $5.7B | 16.00% | |
| 214 | CVXCHEVRON CORP NEW | 39,423 | $5.6B | 15.94% | |
| 215 | CSCOCISCO SYS INC | 81,267 | $5.6B | 15.92% | |
| 216 | NVSNNOVARTIS AG | 45,848 | $5.5B | 15.66% | |
| 217 | MRBKMERIDIAN CORPORATION | 430,071 | $5.5B | 15.65% | |
| 218 | SIRISIRIUSXM HOLDINGS INC | 235,892 | $5.4B | 15.30% | |
| 219 | LRCXLAM RESEARCH CORP | 54,536 | $5.3B | 15.02% | |
| 220 | ESQESQUIRE FINL HLDGS INC | 55,655 | $5.3B | 14.88% | |
| 221 | NNBRNN INC | 2,500,000 | $5.3B | 14.82% | |
| 222 | IDAIDACORP INC | 45,035 | $5.2B | 14.68% | |
| 223 | VONEVANGUARD SCOTTSDALE FDS | 18,176 | $5.1B | 14.41% | |
| 224 | BKNGBOOKING HOLDINGS INC | 872 | $5.0B | 14.25% | |
| 225 | CSXCSX CORP | 154,614 | $5.0B | 14.24% | |
| 226 | REGREGENCY CTRS CORP | 69,604 | $5.0B | 14.14% | |
| 227 | MOALTRIA GROUP INC | 82,056 | $4.9B | 13.82% | |
| 228 | HTOH2O AMERICA | 93,938 | $4.9B | 13.78% | |
| 229 | BAERBRIDGER AEROSPACE GRP HLDGS | 2,510,980 | $4.8B | 13.68% | |
| 230 | TXNTEXAS INSTRS INC | 23,033 | $4.8B | 13.50% | |
| 231 | NDQINVESCO QQQ TR | 8,633 | $4.8B | 13.46% | |
| 232 | MMM3M CO | 31,314 | $4.8B | 13.46% | |
| 233 | VPLVANGUARD INTL EQUITY INDEX F | 57,402 | $4.7B | 13.32% | |
| 234 | GLGLOBE LIFE INC | 36,825 | $4.6B | 12.92% | |
| 235 | BNDVANGUARD BD INDEX FDS | 62,146 | $4.6B | 12.92% | |
| 236 | KNFKNIFE RIVER CORP | 55,909 | $4.6B | 12.89% | |
| 237 | NWENORTHWESTERN ENERGY GROUP IN | 88,644 | $4.5B | 12.84% | |
| 238 | AGIALAMOS GOLD INC NEW | 170,000 | $4.5B | 12.74% | |
| 239 | VTVVANGUARD INDEX FDS | 25,234 | $4.5B | 12.66% | |
| 240 | NOWSERVICENOW INC | 4,357 | $4.5B | 12.65% | |
| 241 | EMREMERSON ELEC CO | 33,573 | $4.5B | 12.64% | |
| 242 | ADIANALOG DEVICES INC | 18,402 | $4.4B | 12.37% | |
| 243 | KLACKLA CORP | 4,848 | $4.3B | 12.26% | |
| 244 | CPKCHESAPEAKE UTILS CORP | 35,570 | $4.3B | 12.14% | |
| 245 | CIENCIENA CORP | 52,872 | $4.3B | 12.14% | |
| 246 | PAYOPAYONEER GLOBAL INC | 617,574 | $4.2B | 11.94% | |
| 247 | CFBKCF BANKSHARES INC | 172,022 | $4.1B | 11.64% | |
| 248 | VTIVANGUARD INDEX FDS | 13,476 | $4.1B | 11.60% | |
| 249 | PYPLPAYPAL HLDGS INC | 54,964 | $4.1B | 11.53% | |
| 250 | XYLXYLEM INC | 31,467 | $4.1B | 11.49% | |
| 251 | ITWILLINOIS TOOL WKS INC | 16,328 | $4.1B | 11.47% | |
| 252 | GPGICOMPOSECURE INC | 288,062 | $4.1B | 11.46% | |
| 253 | MNSBMAINSTREET BANCSHARES INC | 210,353 | $4.0B | 11.23% | |
| 254 | OTISOTIS WORLDWIDE CORP | 39,896 | $4.0B | 11.15% | |
| 255 | MCXMCCORMICK & CO INC | 50,364 | $3.8B | 10.78% | |
| 256 | TJXTJX COS INC NEW | 30,709 | $3.8B | 10.71% | |
| 257 | COTYCOTY INC | 814,707 | $3.8B | 10.70% | |
| 258 | LBRDALIBERTY BROADBAND CORP | 38,273 | $3.7B | 10.57% | |
| 259 | SLBSCHLUMBERGER LTD | 108,897 | $3.7B | 10.48% | |
| 260 | ENQENTEGRIS INC | 45,426 | $3.7B | 10.34% | |
| 261 | APOAPOLLO GLOBAL MGMT INC | 25,473 | $3.6B | 10.20% | |
| 262 | PGRPROGRESSIVE CORP | 13,485 | $3.6B | 10.16% | |
| 263 | OGEOGE ENERGY CORP | 81,074 | $3.6B | 10.16% | |
| 264 | AMDADVANCED MICRO DEVICES INC | 25,266 | $3.6B | 10.12% | |
| 265 | LAMRLAMAR ADVERTISING CO NEW | 28,770 | $3.5B | 9.86% | |
| 266 | CPTCAMDEN PPTY TR | 30,640 | $3.5B | 9.84% | |
| 267 | —RAMACO RES INC | 264,415 | $3.5B | 9.81% | |
| 268 | QCOMQUALCOMM INC | 21,805 | $3.5B | 9.81% | |
| 269 | AIGAMERICAN INTL GROUP INC | 39,936 | $3.4B | 9.65% | |
| 270 | VCITVANGUARD SCOTTSDALE FDS | 41,213 | $3.4B | 9.65% | |
| 271 | FWONALIBERTY MEDIA CORP DEL | 32,284 | $3.4B | 9.53% | |
| 272 | IEFISHARES TR | 34,299 | $3.3B | 9.27% | |
| 273 | VGKVANGUARD INTL EQUITY INDEX F | 42,376 | $3.3B | 9.27% | |
| 274 | IJRISHARES TR | 29,947 | $3.3B | 9.24% | |
| 275 | IEMGISHARES INC | 52,764 | $3.2B | 8.94% | |
| 276 | OTTROTTER TAIL CORP | 40,960 | $3.2B | 8.92% | |
| 277 | ROPROPER TECHNOLOGIES INC | 5,556 | $3.1B | 8.89% | |
| 278 | CMGCHIPOTLE MEXICAN GRILL INC | 55,299 | $3.1B | 8.77% | |
| 279 | MPCMARATHON PETE CORP | 18,576 | $3.1B | 8.71% | |
| 280 | BKBANK NEW YORK MELLON CORP | 33,683 | $3.1B | 8.66% | |
| 281 | TRVCCITIGROUP INC | 36,046 | $3.1B | 8.66% | |
| 282 | ARESARES MANAGEMENT CORPORATION | 17,583 | $3.0B | 8.60% | |
| 283 | RCLROYAL CARIBBEAN GROUP | 9,565 | $3.0B | 8.48% | |
| 284 | VONVVANGUARD SCOTTSDALE FDS | 34,992 | $3.0B | 8.42% | |
| 285 | IVVISHARES TR | 4,776 | $3.0B | 8.37% | |
| 286 | QIPTQUIPT HOME MEDICAL CORP | 1,650,000 | $3.0B | 8.34% | |
| 287 | ARTNAARTESIAN RES CORP | 87,406 | $2.9B | 8.28% | |
| 288 | ZTSZOETIS INC | 18,555 | $2.9B | 8.17% | |
| 289 | PORPORTLAND GEN ELEC CO | 69,683 | $2.9B | 8.10% | |
| 290 | PSXPHILLIPS 66 | 23,847 | $2.8B | 8.03% | |
| 291 | TDWTIDEWATER INC NEW | 60,900 | $2.8B | 7.93% | |
| 292 | IYWISHARES TR | 15,723 | $2.7B | 7.69% | |
| 293 | STZCONSTELLATION BRANDS INC | 16,443 | $2.7B | 7.55% | |
| 294 | SGSWEETGREEN INC | 179,230 | $2.7B | 7.53% | |
| 295 | BCMLBAYCOM CORP | 94,836 | $2.6B | 7.47% | |
| 296 | IEURISHARES TR | 39,916 | $2.6B | 7.46% | |
| 297 | GISGENERAL MLS INC | 49,389 | $2.6B | 7.22% | |
| 298 | CVSCVS HEALTH CORP | 36,809 | $2.5B | 7.17% | |
| 299 | BRTBRT APARTMENTS CORP | 158,600 | $2.5B | 7.12% | |
| 300 | CFGCITIZENS FINL GROUP INC | 56,175 | $2.5B | 7.10% |