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 |
|---|---|---|---|---|---|
| 401 | CFRCULLEN FROST BANKERS INC | 9,533 | $1.2B | 3.46% | |
| 402 | VNOVORNADO RLTY TR | 31,706 | $1.2B | 3.42% | |
| 403 | SCHDSCHWAB STRATEGIC TR | 45,180 | $1.2B | 3.38% | |
| 404 | OWLBLUE OWL CAPITAL INC | 61,050 | $1.2B | 3.31% | |
| 405 | PANWPALO ALTO NETWORKS INC | 5,722 | $1.2B | 3.31% | |
| 406 | VFMFVANGUARD WELLINGTON FD | 8,408 | $1.1B | 3.19% | |
| 407 | PNWPINNACLE WEST CAP CORP | 12,519 | $1.1B | 3.16% | |
| 408 | ULTAULTA BEAUTY INC | 2,393 | $1.1B | 3.16% | |
| 409 | ALCALCON AG | 12,638 | $1.1B | 3.15% | |
| 410 | EWCISHARES INC | 23,926 | $1.1B | 3.12% | |
| 411 | SNYSANOFI | 22,724 | $1.1B | 3.10% | |
| 412 | PHPARKER-HANNIFIN CORP | 1,557 | $1.1B | 3.07% | |
| 413 | PRKPARK NATL CORP | 6,498 | $1.1B | 3.07% | |
| 414 | SHOPSHOPIFY INC | 9,333 | $1.1B | 3.04% | |
| 415 | FSLRFIRST SOLAR INC | 6,461 | $1.1B | 3.02% | |
| 416 | AQLTISHARES TR | 12,775 | $1.1B | 3.01% | |
| 417 | OKEONEOK INC NEW | 12,925 | $1.1B | 2.98% | |
| 418 | CARECARTER BANKSHARES INC | 60,000 | $1.0B | 2.94% | |
| 419 | QUALISHARES TR | 5,599 | $1.0B | 2.89% | |
| 420 | SAFTSAFETY INS GROUP INC | 12,800 | $1.0B | 2.87% | |
| 421 | VMEO*VIMEO INC | 250,000 | $1.0B | 2.85% | |
| 422 | CFFIC & F FINL CORP | 15,935 | $991.0M | 2.80% | |
| 423 | CEGCONSTELLATION ENERGY CORP | 3,053 | $985.4M | 2.78% | |
| 424 | BUWABIO RAD LABS INC | 4,065 | $981.0M | 2.77% | |
| 425 | KIMKIMCO RLTY CORP | 46,628 | $980.1M | 2.77% | |
| 426 | MLPXGLOBAL X FDS | 15,564 | $975.2M | 2.75% | |
| 427 | SYYSYSCO CORP | 12,778 | $967.8M | 2.73% | |
| 428 | OZKBANK OZK LITTLE ROCK ARK | 20,446 | $962.2M | 2.72% | |
| 429 | RYROYAL BK CDA | 7,280 | $957.7M | 2.70% | |
| 430 | PKBKPARKE BANCORP INC | 46,149 | $940.1M | 2.65% | |
| 431 | XLKSELECT SECTOR SPDR TR | 3,672 | $929.9M | 2.63% | |
| 432 | DIBS1STDIBS COM INC | 337,773 | $928.9M | 2.62% | |
| 433 | VEUVANGUARD INTL EQUITY INDEX F | 13,811 | $928.4M | 2.62% | |
| 434 | LENLENNAR CORP | 8,339 | $922.4M | 2.60% | |
| 435 | HTBKHERITAGE COMM CORP | 92,045 | $914.0M | 2.58% | |
| 436 | FWONALIBERTY MEDIA CORP DEL | 11,118 | $902.3M | 2.55% | |
| 437 | CPCANADIAN PACIFIC KANSAS CITY | 11,230 | $892.3M | 2.52% | |
| 438 | HESHESS CORP | 6,380 | $883.9M | 2.50% | |
| 439 | SHELSHELL PLC | 12,502 | $880.3M | 2.49% | |
| 440 | IAU*ISHARES GOLD TR | 14,100 | $879.3M | 2.48% | |
| 441 | VOTVANGUARD INDEX FDS | 3,055 | $870.1M | 2.46% | |
| 442 | FQIDIGITAL RLTY TR INC | 4,988 | $869.6M | 2.46% | |
| 443 | NOCNORTHROP GRUMMAN CORP | 1,733 | $866.5M | 2.45% | |
| 444 | ACGLARCH CAP GROUP LTD | 9,456 | $861.0M | 2.43% | |
| 445 | ISRGINTUITIVE SURGICAL INC | 1,579 | $858.0M | 2.42% | |
| 446 | BPRNPRINCETON BANCORP INC | 27,790 | $848.7M | 2.40% | |
| 447 | BCOBRINKS CO | 9,387 | $838.2M | 2.37% | |
| 448 | IWFISHARES TR | 1,971 | $836.8M | 2.36% | |
| 449 | WSTWEST PHARMACEUTICAL SVSC INC | 3,823 | $836.5M | 2.36% | |
| 450 | ULUNILEVER PLC | 13,390 | $819.1M | 2.31% | |
| 451 | SKTTANGER INC | 26,675 | $815.7M | 2.30% | |
| 452 | PEGPUBLIC SVC ENTERPRISE GRP IN | 9,690 | $815.7M | 2.30% | |
| 453 | RGENREPLIGEN CORP | 6,550 | $814.7M | 2.30% | |
| 454 | LF2PACIFIC PREMIER BANCORP | 38,469 | $811.3M | 2.29% | |
| 455 | DALDELTA AIR LINES INC DEL | 16,475 | $810.2M | 2.29% | |
| 456 | FDXFEDEX CORP | 3,539 | $809.6M | 2.29% | |
| 457 | NSCNORFOLK SOUTHN CORP | 3,144 | $804.8M | 2.27% | |
| 458 | T7DTRANSDIGM GROUP INC | 527 | $801.4M | 2.26% | |
| 459 | DDDUPONT DE NEMOURS INC | 11,614 | $796.6M | 2.25% | |
| 460 | CZWICITIZENS CMNTY BANCORP INC M | 57,624 | $795.2M | 2.25% | |
| 461 | EEMISHARES TR | 16,320 | $787.3M | 2.22% | |
| 462 | ITOTISHARES TR | 5,751 | $776.6M | 2.19% | |
| 463 | RHLDRESOLUTE HLDGS MGMT INC | 23,958 | $763.5M | 2.16% | |
| 464 | FASTFASTENAL CO | 18,016 | $756.7M | 2.14% | |
| 465 | FLTRVANECK ETF TRUST | 29,670 | $756.6M | 2.14% | |
| 466 | XLVSELECT SECTOR SPDR TR | 5,481 | $738.8M | 2.09% | |
| 467 | AQLTISHARES TR | 5,465 | $725.8M | 2.05% | |
| 468 | VONGVANGUARD SCOTTSDALE FDS | 6,631 | $724.1M | 2.04% | |
| 469 | CGCARLYLE GROUP INC | 14,075 | $723.5M | 2.04% | |
| 470 | CETCENTRAL SECS CORP | 15,071 | $721.3M | 2.04% | |
| 471 | WTMWHITE MTNS INS GROUP LTD | 401 | $720.1M | 2.03% | |
| 472 | OLPONE LIBERTY PPTYS INC | 29,389 | $714.4M | 2.02% | |
| 473 | BSVVANGUARD BD INDEX FDS | 9,064 | $713.3M | 2.01% | |
| 474 | JPXAEROVIRONMENT INC | 2,500 | $712.4M | 2.01% | |
| 475 | VRTXVERTEX PHARMACEUTICALS INC | 1,585 | $705.6M | 1.99% | |
| 476 | AUBATLANTIC UN BANKSHARES CORP | 22,512 | $704.2M | 1.99% | |
| 477 | HDVISHARES TR | 5,968 | $699.3M | 1.97% | |
| 478 | SCHESCHWAB STRATEGIC TR | 23,044 | $694.5M | 1.96% | |
| 479 | FXNCFIRST NATL CORP | 35,500 | $691.2M | 1.95% | |
| 480 | BPBP PLC | 23,061 | $690.2M | 1.95% | |
| 481 | WTWWILLIS TOWERS WATSON PLC LTD | 2,241 | $688.9M | 1.95% | |
| 482 | EDCONSOLIDATED EDISON INC | 6,834 | $685.8M | 1.94% | |
| 483 | SBFGSB FINL GROUP INC | 35,627 | $680.5M | 1.92% | |
| 484 | VYMIVANGUARD WHITEHALL FDS | 8,400 | $672.9M | 1.90% | |
| 485 | CWBCCOMMUNITY WEST BANCSHARES NE | 34,358 | $670.3M | 1.89% | |
| 486 | IEXIDEX CORP | 3,778 | $663.3M | 1.87% | |
| 487 | URAGLOBAL X FDS | 16,898 | $655.8M | 1.85% | |
| 488 | OFGOFG BANCORP | 15,000 | $646.5M | 1.83% | |
| 489 | PCYOPURE CYCLE CORP | 60,225 | $645.6M | 1.82% | |
| 490 | ZBHZIMMER BIOMET HOLDINGS INC | 7,053 | $645.0M | 1.82% | |
| 491 | MVBFMVB FINL CORP | 28,500 | $642.1M | 1.81% | |
| 492 | FWONALIBERTY MEDIA CORP DEL | 7,894 | $627.4M | 1.77% | |
| 493 | RUMRUMBLE INC | 69,797 | $626.8M | 1.77% | |
| 494 | VTVANGUARD INTL EQUITY INDEX F | 4,871 | $626.0M | 1.77% | |
| 495 | WDAYWORKDAY INC | 2,551 | $612.2M | 1.73% | |
| 496 | VICIVICI PPTYS INC | 18,420 | $608.5M | 1.72% | |
| 497 | ESEVERSOURCE ENERGY | 9,382 | $596.9M | 1.69% | |
| 498 | MLIMUELLER INDS INC | 7,505 | $596.4M | 1.68% | |
| 499 | CMPCOMPASS MINERALS INTL INC | 29,500 | $592.7M | 1.67% | |
| 500 | CITHE CIGNA GROUP | 1,759 | $581.5M | 1.64% |