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 |
|---|---|---|---|---|---|
| 501 | PNRPENTAIR PLC | 5,660 | $581.1M | 1.64% | |
| 502 | XLUSELECT SECTOR SPDR TR | 7,086 | $578.6M | 1.63% | |
| 503 | BA 6 10/15/27BOEING CO | 8,445 | $574.3M | 1.62% | |
| 504 | FSEAFIRST SEACOAST BANCORP INC | 50,000 | $569.5M | 1.61% | |
| 505 | STESTERIS PLC | 2,370 | $569.3M | 1.61% | |
| 506 | IMCVISHARES TR | 7,438 | $565.1M | 1.60% | |
| 507 | SCHXSCHWAB STRATEGIC TR | 23,106 | $564.7M | 1.59% | |
| 508 | GWWGRAINGER W W INC | 540 | $561.7M | 1.59% | |
| 509 | TTTRANE TECHNOLOGIES PLC | 1,271 | $555.9M | 1.57% | |
| 510 | APGAPI GROUP CORP | 10,867 | $554.8M | 1.57% | |
| 511 | CSGPCOSTAR GROUP INC | 6,847 | $550.5M | 1.55% | |
| 512 | GDGENERAL DYNAMICS CORP | 1,887 | $550.4M | 1.55% | |
| 513 | TRUPTRUPANION INC | 9,930 | $549.6M | 1.55% | |
| 514 | FPHFIVE POINT HOLDINGS LLC | 99,150 | $545.3M | 1.54% | |
| 515 | FISVFISERV INC | 3,160 | $544.8M | 1.54% | |
| 516 | PFFISHARES TR | 17,745 | $544.4M | 1.54% | |
| 517 | MCKMCKESSON CORP | 731 | $536.2M | 1.51% | |
| 518 | HTHHILLTOP HOLDINGS INC | 17,500 | $531.1M | 1.50% | |
| 519 | AKRACADIA RLTY TR | 28,271 | $530.6M | 1.50% | |
| 520 | VCSHVANGUARD SCOTTSDALE FDS | 6,652 | $528.8M | 1.49% | |
| 521 | LVLNSPDR SERIES TRUST | 8,900 | $528.6M | 1.49% | |
| 522 | DGROISHARES TR | 8,259 | $528.1M | 1.49% | |
| 523 | GEHCGE HEALTHCARE TECHNOLOGIES I | 7,091 | $525.2M | 1.48% | |
| 524 | YORWYORK WTR CO | 16,400 | $521.8M | 1.47% | |
| 525 | PEOEXELON CORP | 11,993 | $520.7M | 1.47% | |
| 526 | BWXTBWX TECHNOLOGIES INC | 3,600 | $518.6M | 1.46% | |
| 527 | OPBKOP BANCORP | 39,804 | $517.1M | 1.46% | |
| 528 | LARKLANDMARK BANCORP INC | 19,500 | $515.6M | 1.46% | |
| 529 | IGROISHARES TR | 6,500 | $512.8M | 1.45% | |
| 530 | PLTRPALANTIR TECHNOLOGIES INC | 3,755 | $511.9M | 1.45% | |
| 531 | AZNASTRAZENECA PLC | 7,316 | $511.2M | 1.44% | |
| 532 | BDXBECTON DICKINSON & CO | 2,966 | $510.9M | 1.44% | |
| 533 | VBKVANGUARD INDEX FDS | 1,828 | $507.0M | 1.43% | |
| 534 | EBMTEAGLE BANCORP MONT INC | 30,236 | $504.0M | 1.42% | |
| 535 | NVONOVO-NORDISK A S | 7,300 | $503.8M | 1.42% | |
| 536 | EFXEQUIFAX INC | 1,927 | $499.8M | 1.41% | |
| 537 | TRITHOMSON REUTERS CORP | 2,475 | $496.8M | 1.40% | |
| 538 | ESGRENSTAR GROUP LIMITED | 1,461 | $491.4M | 1.39% | |
| 539 | SPESPECIAL OPPORTUNITIES FD INC | 31,510 | $488.1M | 1.38% | |
| 540 | IDXXIDEXX LABS INC | 905 | $485.4M | 1.37% | |
| 541 | CLXCLOROX CO DEL | 4,040 | $485.1M | 1.37% | |
| 542 | VGTVANGUARD WORLD FD | 724 | $480.2M | 1.36% | |
| 543 | FCXFREEPORT-MCMORAN INC | 11,054 | $479.2M | 1.35% | |
| 544 | BEEPMOBILE INFRASTRUCTURE CORP | 105,342 | $477.2M | 1.35% | |
| 545 | IWBISHARES TR | 1,404 | $476.8M | 1.35% | |
| 546 | EWLISHARES INC | 8,695 | $476.6M | 1.35% | |
| 547 | CPNGCOUPANG INC | 15,800 | $473.4M | 1.34% | |
| 548 | ALAIR LEASE CORP | 8,000 | $469.7M | 1.33% | |
| 549 | DFAXDIMENSIONAL ETF TRUST | 15,952 | $468.5M | 1.32% | |
| 550 | SCHFSCHWAB STRATEGIC TR | 21,199 | $468.5M | 1.32% | |
| 551 | MGYRMAGYAR BANCORP INC | 28,015 | $467.0M | 1.32% | |
| 552 | URIUNITED RENTALS INC | 614 | $462.9M | 1.31% | |
| 553 | BKUBANKUNITED INC | 13,000 | $462.7M | 1.31% | |
| 554 | PRCSPARNASSUS INCOME FDS | 18,145 | $461.9M | 1.30% | |
| 555 | VNQVANGUARD INDEX FDS | 5,169 | $460.4M | 1.30% | |
| 556 | PRIMPRIMORIS SVCS CORP | 5,800 | $452.5M | 1.28% | |
| 557 | DHID R HORTON INC | 3,476 | $448.1M | 1.27% | |
| 558 | IGSBISHARES TR | 8,402 | $443.3M | 1.25% | |
| 559 | VPUVANGUARD WORLD FD | 2,504 | $442.0M | 1.25% | |
| 560 | SGCSUPERIOR GROUP OF CO INC | 42,692 | $439.7M | 1.24% | |
| 561 | CDNSCADENCE DESIGN SYSTEM INC | 1,414 | $435.7M | 1.23% | |
| 562 | CRWSCROWN CRAFTS INC | 147,401 | $434.8M | 1.23% | |
| 563 | PAVMPAVMED INC | 714,100 | $428.7M | 1.21% | |
| 564 | NECBNORTHEAST CMNTY BANCORP INC | 18,313 | $425.7M | 1.20% | |
| 565 | VDCVANGUARD WORLD FD | 1,937 | $424.2M | 1.20% | |
| 566 | ARWARROW ELECTRS INC | 3,325 | $423.7M | 1.20% | |
| 567 | OXYOCCIDENTAL PETE CORP | 9,875 | $417.2M | 1.18% | |
| 568 | ILCVISHARES TR | 5,000 | $416.9M | 1.18% | |
| 569 | TRSTTRUSTCO BK CORP N Y | 12,249 | $413.8M | 1.17% | |
| 570 | BB3BROOKLINE BANCORP INC DEL | 38,675 | $408.0M | 1.15% | |
| 571 | PWRQUANTA SVCS INC | 1,078 | $407.6M | 1.15% | |
| 572 | SPIBSPDR SERIES TRUST | 12,110 | $406.7M | 1.15% | |
| 573 | DBCINVESCO DB COMMDY INDX TRCK | 18,600 | $405.7M | 1.15% | |
| 574 | NBNNORTHEAST BK PORTLAND ME | 4,500 | $400.5M | 1.13% | |
| 575 | VLYVALLEY NATL BANCORP | 43,798 | $395.9M | 1.12% | |
| 576 | EXPDEXPEDITORS INTL WASH INC | 3,447 | $393.8M | 1.11% | |
| 577 | RFREGIONS FINANCIAL CORP NEW | 16,525 | $392.8M | 1.11% | |
| 578 | AMEAMETEK INC | 2,163 | $391.4M | 1.11% | |
| 579 | FELEFRANKLIN ELEC INC | 4,325 | $388.1M | 1.10% | |
| 580 | FNDFLOOR & DECOR HLDGS INC | 5,096 | $387.1M | 1.09% | |
| 581 | NUENUCOR CORP | 2,935 | $381.8M | 1.08% | |
| 582 | VXFVANGUARD INDEX FDS | 1,980 | $381.6M | 1.08% | |
| 583 | UVSPUNIVEST FINANCIAL CORPORATIO | 12,434 | $373.5M | 1.05% | |
| 584 | LUCDLUCID DIAGNOSTICS INC | 323,450 | $372.0M | 1.05% | |
| 585 | PRUPRUDENTIAL FINL INC | 3,462 | $371.9M | 1.05% | |
| 586 | RXLPROSHARES TR | 9,044 | $369.4M | 1.04% | |
| 587 | DOWDOW INC | 13,910 | $368.3M | 1.04% | |
| 588 | AMTMAMENTUM HOLDINGS INC | 15,435 | $364.4M | 1.03% | |
| 589 | TEVATEVA PHARMACEUTICAL INDS LTD | 21,675 | $363.3M | 1.03% | |
| 590 | MDTMEDTRONIC PLC | 4,091 | $359.5M | 1.02% | |
| 591 | TELTE CONNECTIVITY PLC | 2,129 | $359.1M | 1.01% | |
| 592 | PKWINVESCO EXCHANGE TRADED FD T | 2,900 | $358.4M | 1.01% | |
| 593 | MTSIMACOM TECH SOLUTIONS HLDGS I | 2,500 | $358.2M | 1.01% | |
| 594 | VVVANGUARD INDEX FDS | 1,245 | $356.3M | 1.01% | |
| 595 | LNTHLANTHEUS HLDGS INC | 4,324 | $354.0M | 1.00% | |
| 596 | SOLVSOLVENTUM CORP | 4,663 | $353.6M | 1.00% | |
| 597 | DONSPDR DOW JONES INDL AVERAGE | 800 | $353.5M | 1.00% | |
| 598 | NATHNATHANS FAMOUS INC NEW | 3,120 | $346.6M | 0.98% | |
| 599 | BABAALIBABA GROUP HLDG LTD | 2,973 | $343.1M | 0.97% | |
| 600 | KELKELLANOVA | 4,276 | $340.1M | 0.96% |