FIRST MANHATTAN CO. LLC. Q3 2017 Filing
Filed October 25, 2017
Portfolio Value
$17.5B
Holdings
1,499
Report Date
Q3 2017
Filing Type
13F-HR
All Holdings (1,499 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | DFSEURDISCOVER FINL SVCS | 461,973 | $29.8B | 170.58% | |
| 102 | LBRDKLIBERTY BROADBAND CORP | 312,046 | $29.7B | 170.30% | |
| 103 | —DOWDUPONT INC | 424,857 | $29.4B | 168.43% | |
| 104 | MTXMINERALS TECHNOLOGS | 402,826 | $28.5B | 162.97% | |
| 105 | RRCRANGE RESOURCES CORP | 1,453,239 | $28.4B | 162.86% | |
| 106 | PBVPRESTIGE BRANDS HLDG | 566,620 | $28.4B | 162.53% | |
| 107 | TASTUSDCARROLS RESTAURANT | 2,543,078 | $27.7B | 158.74% | |
| 108 | SNASNAP-ON INC | 185,540 | $27.6B | 158.32% | |
| 109 | TEVATEVA PHARMACEUTICAL | 1,539,244 | $27.1B | 155.13% | |
| 110 | SPGIS&P GLOBAL INC | 170,326 | $26.6B | 152.46% | |
| 111 | MCOMOODYS CORP | 190,715 | $26.5B | 152.04% | |
| 112 | FTVFORTIVE CORPORATION | 374,822 | $26.5B | 151.94% | |
| 113 | CELGCELGENE CORP | 181,564 | $26.5B | 151.61% | |
| 114 | —AGROFRESH SOLUTIONS | 3,737,985 | $26.3B | 150.48% | |
| 115 | —FOREST CITY ENTPRSES | 1,029,352 | $26.3B | 150.37% | |
| 116 | BENFRANKLIN RES INC | 577,800 | $25.7B | 147.27% | |
| 117 | HZN1USDHORIZON GLOBAL CORP | 1,431,171 | $25.2B | 144.57% | |
| 118 | —AGRIUM INC | 228,081 | $24.5B | 140.03% | |
| 119 | BMTABRITISH AMER TOB PLC | 375,060 | $23.4B | 134.13% | |
| 120 | MDTMEDTRONIC PLC | 298,571 | $23.2B | 132.97% | |
| 121 | LUVSOUTHWEST AIRLS CO | 409,680 | $22.9B | 131.33% | |
| 122 | GRA1EURGRACE W R & CO DEL | 312,326 | $22.5B | 129.04% | |
| 123 | SFESSAFEGUARD SCIENTIFIC | 1,675,821 | $22.4B | 128.12% | |
| 124 | —NEW HOME COMPANY I | 1,994,416 | $22.3B | 127.46% | |
| 125 | ANATUSDAMERICAN NATL INS CO | 183,889 | $21.7B | 124.34% | |
| 126 | GGGGRACO INC | 173,060 | $21.4B | 122.59% | |
| 127 | AONAON PLC | 140,004 | $20.5B | 117.13% | |
| 128 | ORLYO'REILLY AUTOMOTIVE | 94,637 | $20.4B | 116.71% | |
| 129 | ABGAMERISOURCE-BERGEN | 245,129 | $20.3B | 116.16% | |
| 130 | AWCAMERICAN WTR WKS CO | 244,706 | $19.8B | 113.38% | |
| 131 | BSFAANI PHARMACEUTICALS | 373,595 | $19.6B | 112.30% | |
| 132 | BMYBRISTOL MYERS SQUIBB | 303,342 | $19.3B | 110.72% | |
| 133 | BEPBROOKFIELD RENEWABLE | 572,972 | $19.2B | 109.69% | |
| 134 | YELPYELP INC | 437,393 | $18.9B | 108.46% | |
| 135 | LOWLOWES CO | 235,012 | $18.8B | 107.58% | |
| 136 | —ULTRA PETROLEUM CP | 2,138,330 | $18.5B | 106.17% | |
| 137 | JPMJPMORGAN CHASE & CO | 193,000 | $18.4B | 105.56% | |
| 138 | AKBAAKEBIA THERAPEUTIC | 912,500 | $17.9B | 102.78% | |
| 139 | NWENORTHWESTERN CORP | 311,422 | $17.7B | 101.54% | |
| 140 | ICEINTER CONTINENTAL EX | 256,900 | $17.6B | 101.07% | |
| 141 | TAT&T INC | 447,981 | $17.5B | 100.48% | |
| 142 | MTCHEURMATCH GROUP INC | 748,025 | $17.3B | 99.33% | |
| 143 | XPOXPO LOGISTICS INC | 255,540 | $17.3B | 99.18% | |
| 144 | PEPPEPSICO INC | 153,878 | $17.1B | 98.19% | |
| 145 | HTOSJW GROUP | 300,490 | $17.0B | 97.39% | |
| 146 | VREMACK CALI RLTY CORP | 706,564 | $16.8B | 95.93% | |
| 147 | HHC*HOWARD HUGHES | 138,163 | $16.3B | 93.30% | |
| 148 | BECNUSDBEACON ROOFING SUP | 317,583 | $16.3B | 93.21% | |
| 149 | CSCOCISCO SYSTEMS INC | 470,691 | $15.8B | 90.65% | |
| 150 | TRVTRAVELERS CO(THE) | 129,083 | $15.8B | 90.57% | |
| 151 | DOXAMDOCS LTD | 238,932 | $15.4B | 88.01% | |
| 152 | CLCOLGATE PALMOLIVE CO | 206,711 | $15.1B | 86.24% | |
| 153 | LM03LIBERTY SIRIUS GROUP | 357,373 | $15.0B | 85.74% | |
| 154 | —GROUPE DANONE | 193,109 | $14.9B | 85.56% | |
| 155 | MRKMERCK & CO INC | 231,502 | $14.8B | 84.89% | |
| 156 | SRESEMPRA ENERGY | 124,749 | $14.2B | 81.53% | |
| 157 | LLOEWS CORP | 297,006 | $14.2B | 81.40% | |
| 158 | SPYSPDR | 54,685 | $13.7B | 78.67% | |
| 159 | STAYUSDEXTENDED STAY AMRC | 683,200 | $13.7B | 78.25% | |
| 160 | MSEXMIDDLESEX WATER CO | 334,897 | $13.2B | 75.31% | |
| 161 | —PACIFIC MERCANT BANC | 1,435,354 | $13.1B | 75.21% | |
| 162 | —MALLINCKRODT PLC | 350,030 | $13.1B | 74.90% | |
| 163 | OXYOCCIDENTAL PETE CORP | 203,378 | $13.1B | 74.78% | |
| 164 | ASNDASCENDIS PHARMA A S | 355,348 | $12.9B | 73.76% | |
| 165 | —GREAT PLAINS ENERGY | 423,973 | $12.8B | 73.56% | |
| 166 | TWITITAN INTL INC | 1,259,313 | $12.8B | 73.20% | |
| 167 | —IKANG HEALTHCARE G | 928,843 | $12.5B | 71.70% | |
| 168 | DC/ADUNDEE CORP | 4,830,754 | $12.5B | 71.48% | |
| 169 | KMXCARMAX INC | 164,375 | $12.5B | 71.36% | |
| 170 | CSWCCAPITAL SOUTHWEST | 725,224 | $12.4B | 71.14% | |
| 171 | XLRNACCELERON PHARMA | 326,000 | $12.2B | 69.67% | |
| 172 | PNCPNC FINL SVCS GRP | 89,777 | $12.1B | 69.29% | |
| 173 | —GLATFELTER | 613,383 | $11.9B | 68.32% | |
| 174 | CSIIEURCARDIOVASCULAR SYS | 422,500 | $11.9B | 68.11% | |
| 175 | —AQUA AMERICA INC | 353,221 | $11.7B | 67.13% | |
| 176 | CMCCOMMERCIAL METALS CO | 609,735 | $11.6B | 66.45% | |
| 177 | CUCAAVIS BUDGET GROUP | 299,540 | $11.4B | 65.28% | |
| 178 | MCXMCCORMICK & CO INC | 109,911 | $11.3B | 64.60% | |
| 179 | SCHWSCHWAB CHARLES CORP | 257,249 | $11.3B | 64.44% | |
| 180 | NTRSNORTHERN TR CORP | 120,736 | $11.1B | 63.56% | |
| 181 | CFGCITIZENS FINANCIAL | 291,112 | $11.0B | 63.13% | |
| 182 | —CHEMICAL FINL CORP | 204,199 | $10.7B | 61.11% | |
| 183 | LLYELI LILLY & CO | 124,095 | $10.6B | 60.79% | |
| 184 | CWCOCONSOLIDATED WATR CO | 751,913 | $9.6B | 55.11% | |
| 185 | WBAWALGREENS BOOTS ALNC | 124,227 | $9.6B | 54.93% | |
| 186 | FWONALIBERTY MEDIA | 250,774 | $9.6B | 54.70% | |
| 187 | ARTNAARTESIAN RESOURCES | 244,951 | $9.3B | 53.02% | |
| 188 | WFC 7.5 PERP LWELLS FARGO & CO | 7,032 | $9.2B | 52.95% | |
| 189 | LBRDALIBERTY BROADBAND CORP | 96,628 | $9.1B | 52.11% | |
| 190 | —SINA CORPORATION | 77,496 | $8.9B | 50.88% | |
| 191 | PORPORTLAND GEN ELEC CO | 193,259 | $8.8B | 50.51% | |
| 192 | MDUMDU RES GROUP INC | 339,497 | $8.8B | 50.45% | |
| 193 | WMTWAL MART STORES INC | 112,684 | $8.8B | 50.42% | |
| 194 | APDAIR PRODS & CHEMS | 57,247 | $8.7B | 49.57% | |
| 195 | —GREEN BANCORP INC | 359,693 | $8.5B | 48.71% | |
| 196 | IDAIDACORP INC | 95,808 | $8.4B | 48.24% | |
| 197 | CLVSEURCLOVIS ONCOLOGY | 101,100 | $8.3B | 47.70% | |
| 198 | VVISA INC | 79,076 | $8.3B | 47.65% | |
| 199 | BKBANK OF NEW YORK MEL | 156,810 | $8.3B | 47.61% | |
| 200 | NINISOURCE INC | 322,816 | $8.3B | 47.30% |