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 |
|---|---|---|---|---|---|
| 301 | MTBASIMPLIFY EXCHANGE TRADED FUN | 50,000 | $2.5B | 7.07% | |
| 302 | XLESELECT SECTOR SPDR TR | 29,447 | $2.5B | 7.05% | |
| 303 | ONTOONTO INNOVATION INC | 24,553 | $2.5B | 7.00% | |
| 304 | GSGOLDMAN SACHS GROUP INC | 3,470 | $2.5B | 6.93% | |
| 305 | KMBKIMBERLY-CLARK CORP | 18,838 | $2.5B | 6.92% | |
| 306 | BKHBLACK HILLS CORP | 43,415 | $2.4B | 6.88% | |
| 307 | BIPCBROOKFIELD INFRASTRUCTURE CO | 58,426 | $2.4B | 6.86% | |
| 308 | PLDPROLOGIS INC. | 23,015 | $2.4B | 6.83% | |
| 309 | TDYTELEDYNE TECHNOLOGIES INC | 4,704 | $2.4B | 6.80% | |
| 310 | LENLENNAR CORP | 22,742 | $2.4B | 6.76% | |
| 311 | DMACDIAMEDICA THERAPEUTICS INC | 606,435 | $2.4B | 6.68% | |
| 312 | NRIMNORTHRIM BANCORP INC | 24,900 | $2.3B | 6.56% | |
| 313 | NVTNVENT ELECTRIC PLC | 30,699 | $2.2B | 6.35% | |
| 314 | APDAIR PRODS & CHEMS INC | 7,967 | $2.2B | 6.34% | |
| 315 | EFSCENTERPRISE FINL SVCS CORP | 40,742 | $2.2B | 6.34% | |
| 316 | EUSAISHARES INC | 22,349 | $2.2B | 6.25% | |
| 317 | MDUMDU RES GROUP INC | 131,024 | $2.2B | 6.22% | |
| 318 | BEPCBROOKFIELD RENEWABLE CORP | 67,093 | $2.2B | 6.20% | |
| 319 | AVUVAMERICAN CENTY ETF TR | 24,055 | $2.2B | 6.19% | |
| 320 | BACVERIZON COMMUNICATIONS INC | 50,467 | $2.2B | 6.17% | |
| 321 | PSNPARSONS CORP DEL | 29,560 | $2.1B | 5.99% | |
| 322 | METCBRAMACO RES INC | 251,702 | $2.1B | 5.81% | |
| 323 | JJACOBS SOLUTIONS INC | 15,591 | $2.0B | 5.79% | |
| 324 | SMHISEACOR MARINE HLDGS INC | 392,995 | $2.0B | 5.66% | |
| 325 | IBDRISHARES TR | 81,985 | $2.0B | 5.61% | |
| 326 | XLYSELECT SECTOR SPDR TR | 9,135 | $2.0B | 5.61% | |
| 327 | CHMGCHEMUNG FINL CORP | 40,030 | $2.0B | 5.51% | |
| 328 | DUKDUKE ENERGY CORP NEW | 16,488 | $1.9B | 5.49% | |
| 329 | ADBEADOBE INC | 4,973 | $1.9B | 5.43% | |
| 330 | IBDQISHARES TR | 75,656 | $1.9B | 5.38% | |
| 331 | LMTLOCKHEED MARTIN CORP | 4,087 | $1.9B | 5.34% | |
| 332 | CMECME GROUP INC | 6,797 | $1.9B | 5.29% | |
| 333 | JT5MUELLER WTR PRODS INC | 77,167 | $1.9B | 5.24% | |
| 334 | PBRPETROLEO BRASILEIRO SA PETRO | 144,509 | $1.9B | 5.24% | |
| 335 | TAT&T INC | 63,528 | $1.8B | 5.19% | |
| 336 | SPDWSPDR INDEX SHS FDS | 45,059 | $1.8B | 5.15% | |
| 337 | WMBWILLIAMS COS INC | 28,755 | $1.8B | 5.10% | |
| 338 | UTLUNITIL CORP | 34,620 | $1.8B | 5.10% | |
| 339 | XLISELECT SECTOR SPDR TR | 12,035 | $1.8B | 5.01% | |
| 340 | XLFSELECT SECTOR SPDR TR | 33,685 | $1.8B | 4.98% | |
| 341 | BAFNBAYFIRST FINANCIAL CORP | 125,256 | $1.8B | 4.95% | |
| 342 | CATCATERPILLAR INC | 4,511 | $1.8B | 4.94% | |
| 343 | CMSCMS ENERGY CORP | 25,000 | $1.7B | 4.89% | |
| 344 | CEF/USPROTT PHYSICAL GOLD & SILVE | 57,463 | $1.7B | 4.88% | |
| 345 | VUGVANGUARD INDEX FDS | 3,905 | $1.7B | 4.84% | |
| 346 | FRSTPRIMIS FINANCIAL CORP | 156,901 | $1.7B | 4.81% | |
| 347 | VXUSVANGUARD STAR FDS | 24,439 | $1.7B | 4.77% | |
| 348 | ELVELEVANCE HEALTH INC | 4,327 | $1.7B | 4.75% | |
| 349 | WMWASTE MGMT INC DEL | 7,343 | $1.7B | 4.74% | |
| 350 | PHYS/USPROTT PHYSICAL GOLD TR | 65,599 | $1.7B | 4.70% | |
| 351 | GPKGRAPHIC PACKAGING HLDG CO | 78,408 | $1.7B | 4.69% | |
| 352 | MTBM & T BK CORP | 8,320 | $1.6B | 4.56% | |
| 353 | TXNMTXNM ENERGY INC | 28,464 | $1.6B | 4.53% | |
| 354 | WBDWARNER BROS DISCOVERY INC | 139,549 | $1.6B | 4.52% | |
| 355 | GMGENERAL MTRS CO | 32,272 | $1.6B | 4.48% | |
| 356 | CACCCREDIT ACCEP CORP MICH | 3,110 | $1.6B | 4.47% | |
| 357 | ETENERGY TRANSFER L P | 87,087 | $1.6B | 4.46% | |
| 358 | BMYBRISTOL-MYERS SQUIBB CO | 34,086 | $1.6B | 4.46% | |
| 359 | IBDSISHARES TR | 63,225 | $1.5B | 4.33% | |
| 360 | ALSALLSTATE CORP | 7,562 | $1.5B | 4.32% | |
| 361 | DOXAMDOCS LTD | 16,401 | $1.5B | 4.25% | |
| 362 | TSLATESLA INC | 4,689 | $1.5B | 4.21% | |
| 363 | VTEBVANGUARD MUN BD FDS | 30,379 | $1.5B | 4.21% | |
| 364 | PAASPAN AMERN SILVER CORP | 52,385 | $1.5B | 4.20% | |
| 365 | XLFISELECT SECTOR SPDR TR | 18,345 | $1.5B | 4.19% | |
| 366 | DVNDEVON ENERGY CORP NEW | 46,528 | $1.5B | 4.18% | |
| 367 | BLKBLACKROCK INC | 1,404 | $1.5B | 4.16% | |
| 368 | BAXBAXTER INTL INC | 48,053 | $1.5B | 4.13% | |
| 369 | MGMMGM RESORTS INTERNATIONAL | 42,511 | $1.5B | 4.13% | |
| 370 | IWNISHARES TR | 9,208 | $1.5B | 4.10% | |
| 371 | DFICDIMENSIONAL ETF TRUST | 46,677 | $1.5B | 4.10% | |
| 372 | MUMICRON TECHNOLOGY INC | 11,760 | $1.4B | 4.09% | |
| 373 | REEVEREST GROUP LTD | 4,200 | $1.4B | 4.03% | |
| 374 | EXPEEXPEDIA GROUP INC | 8,454 | $1.4B | 4.03% | |
| 375 | MAAMID-AMER APT CMNTYS INC | 9,521 | $1.4B | 3.98% | |
| 376 | ECLECOLAB INC | 5,194 | $1.4B | 3.96% | |
| 377 | EOLSEVOLUS INC | 150,000 | $1.4B | 3.90% | |
| 378 | CTVACORTEVA INC | 18,535 | $1.4B | 3.90% | |
| 379 | VTWOVANGUARD SCOTTSDALE FDS | 15,557 | $1.4B | 3.83% | |
| 380 | EFAISHARES TR | 15,133 | $1.4B | 3.82% | |
| 381 | PLXSPLEXUS CORP | 9,974 | $1.3B | 3.81% | |
| 382 | CARRCARRIER GLOBAL CORPORATION | 18,375 | $1.3B | 3.80% | |
| 383 | GTLSCHART INDS INC | 8,045 | $1.3B | 3.74% | |
| 384 | EOGEOG RES INC | 11,044 | $1.3B | 3.73% | |
| 385 | VMCVULCAN MATLS CO | 5,046 | $1.3B | 3.72% | |
| 386 | HBANHUNTINGTON BANCSHARES INC | 77,366 | $1.3B | 3.69% | |
| 387 | SOUNSOUNDHOUND AI INC | 121,359 | $1.3B | 3.68% | |
| 388 | VGITVANGUARD SCOTTSDALE FDS | 21,753 | $1.3B | 3.67% | |
| 389 | PSAPUBLIC STORAGE OPER CO | 4,405 | $1.3B | 3.65% | |
| 390 | GENGEN DIGITAL INC | 43,864 | $1.3B | 3.64% | |
| 391 | TYLTYLER TECHNOLOGIES INC | 2,119 | $1.3B | 3.55% | |
| 392 | ACUACME UTD CORP | 30,298 | $1.3B | 3.55% | |
| 393 | PSLV/USPROTT PHYSICAL SILVER TR | 102,395 | $1.3B | 3.54% | |
| 394 | TLHISHARES TR | 12,255 | $1.2B | 3.52% | |
| 395 | CTRACOTERRA ENERGY INC | 48,975 | $1.2B | 3.51% | |
| 396 | IWDISHARES TR | 6,374 | $1.2B | 3.50% | |
| 397 | IJHISHARES TR | 19,913 | $1.2B | 3.49% | |
| 398 | EBAEBAY INC. | 16,516 | $1.2B | 3.47% | |
| 399 | AWIARMSTRONG WORLD INDS INC NEW | 7,565 | $1.2B | 3.47% | |
| 400 | CITCINTAS CORP | 5,512 | $1.2B | 3.47% |