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 |
|---|---|---|---|---|---|
| 601 | IWMISHARES TR | 1,571 | $339.0M | 0.96% | |
| 602 | IWRISHARES TR | 3,638 | $334.6M | 0.94% | |
| 603 | LULULULULEMON ATHLETICA INC | 1,408 | $334.5M | 0.94% | |
| 604 | GLXYGALAXY DIGITAL INC. | 15,250 | $334.0M | 0.94% | |
| 605 | HSYHERSHEY CO | 2,012 | $333.9M | 0.94% | |
| 606 | PAYXPAYCHEX INC | 2,235 | $325.1M | 0.92% | |
| 607 | SNOWSNOWFLAKE INC | 1,452 | $324.9M | 0.92% | |
| 608 | IPINTERNATIONAL PAPER CO | 6,850 | $320.8M | 0.91% | |
| 609 | XBISPDR SERIES TRUST | 3,800 | $315.1M | 0.89% | |
| 610 | TGBTASEKO MINES LTD | 100,000 | $315.0M | 0.89% | |
| 611 | BOTJBANK OF THE JAMES FINL GP IN | 22,311 | $313.7M | 0.89% | |
| 612 | WBSWEBSTER FINL CORP | 5,718 | $312.2M | 0.88% | |
| 613 | SSENTINELONE INC | 16,985 | $310.5M | 0.88% | |
| 614 | PFMINVESCO EXCHANGE TRADED FD T | 6,400 | $308.3M | 0.87% | |
| 615 | GAMGENERAL AMERN INVS CO INC | 5,485 | $307.4M | 0.87% | |
| 616 | SWXSOUTHWEST GAS HLDGS INC | 4,100 | $305.0M | 0.86% | |
| 617 | VTSVITESSE ENERGY INC | 13,806 | $305.0M | 0.86% | |
| 618 | ONONON HLDG AG | 5,724 | $297.9M | 0.84% | |
| 619 | FWONALIBERTY MEDIA CORP DEL | 3,117 | $296.0M | 0.84% | |
| 620 | LSBKLAKE SHORE BANCORP INC | 18,507 | $292.4M | 0.83% | |
| 621 | STTSTATE STR CORP | 2,729 | $290.1M | 0.82% | |
| 622 | FTNTFORTINET INC | 2,744 | $290.1M | 0.82% | |
| 623 | ESGVVANGUARD WORLD FD | 2,640 | $289.4M | 0.82% | |
| 624 | VWOBVANGUARD WHITEHALL FDS | 4,343 | $283.8M | 0.80% | |
| 625 | SUSAISHARES TR | 2,238 | $283.7M | 0.80% | |
| 626 | ARKRARK RESTAURANTS CORP | 31,057 | $279.5M | 0.79% | |
| 627 | DRIDARDEN RESTAURANTS INC | 1,279 | $278.8M | 0.79% | |
| 628 | CHDCHURCH & DWIGHT CO INC | 2,875 | $276.3M | 0.78% | |
| 629 | FSBWFS BANCORP INC | 7,000 | $275.7M | 0.78% | |
| 630 | CLSDUSDCLEARSIDE BIOMEDICAL INC | 342,725 | $274.2M | 0.77% | |
| 631 | CACCAMDEN NATL CORP | 6,750 | $273.9M | 0.77% | |
| 632 | CODICOMPASS DIVERSIFIED | 43,600 | $273.8M | 0.77% | |
| 633 | OMCOMNICOM GROUP INC | 3,765 | $273.5M | 0.77% | |
| 634 | BCCCGLOBAL X FDS | 6,200 | $270.9M | 0.76% | |
| 635 | PAYCPAYCOM SOFTWARE INC | 1,160 | $268.4M | 0.76% | |
| 636 | POSTPOST HLDGS INC | 2,443 | $266.4M | 0.75% | |
| 637 | TXTTEXTRON INC | 3,300 | $265.0M | 0.75% | |
| 638 | TRCTEJON RANCH CO | 15,600 | $264.6M | 0.75% | |
| 639 | METMETLIFE INC | 3,283 | $264.0M | 0.75% | |
| 640 | NEXTNEXTDECADE CORP | 29,550 | $263.3M | 0.74% | |
| 641 | CTOCTO RLTY GROWTH INC NEW | 15,200 | $262.4M | 0.74% | |
| 642 | OREALTY INCOME CORP | 4,509 | $259.8M | 0.73% | |
| 643 | LHXL3HARRIS TECHNOLOGIES INC | 1,030 | $258.4M | 0.73% | |
| 644 | LHLABCORP HOLDINGS INC | 980 | $257.3M | 0.73% | |
| 645 | XPOXPO INC | 2,028 | $256.1M | 0.72% | |
| 646 | BRBROADRIDGE FINL SOLUTIONS IN | 1,050 | $256.1M | 0.72% | |
| 647 | MCHPMICROCHIP TECHNOLOGY INC. | 3,569 | $251.2M | 0.71% | |
| 648 | VOOGVANGUARD ADMIRAL FDS INC | 631 | $250.2M | 0.71% | |
| 649 | IBBISHARES TR | 1,942 | $245.7M | 0.69% | |
| 650 | 8CWCROWN CASTLE INC | 2,375 | $244.0M | 0.69% | |
| 651 | HBC2HSBC HLDGS PLC | 4,009 | $243.7M | 0.69% | |
| 652 | SOSOUTHERN CO | 2,576 | $236.6M | 0.67% | |
| 653 | IXCISHARES TR | 6,007 | $236.0M | 0.67% | |
| 654 | YUMCYUM CHINA HLDGS INC | 5,261 | $235.2M | 0.66% | |
| 655 | COOCOOPER COS INC | 3,260 | $232.0M | 0.66% | |
| 656 | GLWCORNING INC | 4,328 | $227.6M | 0.64% | |
| 657 | AFLAFLAC INC | 2,150 | $226.7M | 0.64% | |
| 658 | VTESVANGUARD WELLINGTON FD | 2,240 | $226.1M | 0.64% | |
| 659 | DGRWWISDOMTREE TR | 2,662 | $222.9M | 0.63% | |
| 660 | HESMHESS MIDSTREAM LP | 5,750 | $221.4M | 0.63% | |
| 661 | DFASDIMENSIONAL ETF TRUST | 3,469 | $221.0M | 0.62% | |
| 662 | HEIHEICO CORP NEW | 838 | $216.8M | 0.61% | |
| 663 | KMIKINDER MORGAN INC DEL | 7,328 | $215.4M | 0.61% | |
| 664 | EXREXTRA SPACE STORAGE INC | 1,457 | $214.8M | 0.61% | |
| 665 | AOSSMITH A O CORP | 3,246 | $212.8M | 0.60% | |
| 666 | BANFBANCFIRST CORP | 1,700 | $210.9M | 0.60% | |
| 667 | LTPZPIMCO ETF TR | 4,010 | $210.4M | 0.59% | |
| 668 | —NESTLE SA | 2,107 | $208.7M | 0.59% | |
| 669 | ATRAPTARGROUP INC | 1,312 | $205.2M | 0.58% | |
| 670 | IWPISHARES TR | 1,463 | $202.9M | 0.57% | |
| 671 | VIGIVANGUARD WHITEHALL FDS | 2,230 | $201.0M | 0.57% | |
| 672 | CRWDCROWDSTRIKE HLDGS INC | 393 | $200.2M | 0.57% | |
| 673 | BCALCALIFORNIA BANCORP | 11,682 | $184.1M | 0.52% | |
| 674 | EVLVEVOLV TECHNOLOGIES HLDNGS IN | 28,465 | $177.6M | 0.50% | |
| 675 | USCBUSCB FINANCIAL HOLDINGS INC | 10,000 | $165.4M | 0.47% | |
| 676 | OGNORGANON & CO | 15,248 | $147.6M | 0.42% | |
| 677 | WNEBWESTERN NEW ENG BANCORP INC | 15,518 | $143.2M | 0.40% | |
| 678 | UGUNITED GUARDIAN INC | 17,062 | $136.5M | 0.39% | |
| 679 | ROIVROIVANT SCIENCES LTD | 12,100 | $136.4M | 0.39% | |
| 680 | ALDXALDEYRA THERAPEUTICS INC | 34,745 | $133.1M | 0.38% | |
| 681 | LNKBLINKBANCORP INC | 17,500 | $127.9M | 0.36% | |
| 682 | EEXEMERALD HOLDING INC | 25,338 | $122.9M | 0.35% | |
| 683 | NCANUVEEN CALIFORNIA MUNI VLU F | 13,621 | $118.6M | 0.33% | |
| 684 | VLNVALENS SEMICONDUCTOR LTD | 43,458 | $114.3M | 0.32% | |
| 685 | IMRXIMMUNEERING CORP | 32,325 | $108.9M | 0.31% | |
| 686 | KLTRKALTURA INC | 50,000 | $100.5M | 0.28% | |
| 687 | NRKNUVEEN NEW YORK AMT QLT MUNI | 10,010 | $99.9M | 0.28% | |
| 688 | PTENPATTERSON-UTI ENERGY INC | 14,041 | $83.3M | 0.24% | |
| 689 | CERSCERUS CORP | 57,000 | $80.4M | 0.23% | |
| 690 | ZVIAZEVIA PBC | 22,000 | $70.8M | 0.20% | |
| 691 | OPKOPKO HEALTH INC | 51,750 | $68.3M | 0.19% | |
| 692 | TSHATAYSHA GENE THERAPIES INC | 28,500 | $65.8M | 0.19% | |
| 693 | I9DNARBUTUS BIOPHARMA CORP | 14,000 | $43.3M | 0.12% | |
| 694 | DCFEURMOGO INC | 26,400 | $33.4M | 0.09% | |
| 695 | CALCCALCIMEDICA INC | 13,226 | $21.2M | 0.06% | |
| 696 | PDSBPDS BIOTECHNOLOGY CORP | 15,000 | $19.9M | 0.06% | |
| 697 | GROVGROVE COLLABORATIVE HOLD INC | 11,662 | $13.4M | 0.04% | |
| 698 | OVIDOVID THERAPEUTICS INC | 26,000 | $8.6M | 0.02% |
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