FIRST MANHATTAN CO. LLC. Q3 2020 Filing
Filed November 12, 2020
Portfolio Value
$19.4B
Holdings
1,399
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (1,399 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK-BBERKSHIRE HATHAWAY | 15,529 | $5.0T | 25603.81% | |
| 2 | AAPLAPPLE INC | 10,799,997 | $1.3T | 6444.35% | |
| 3 | MSFTMICROSOFT CORP | 5,270,869 | $1.1T | 5712.07% | |
| 4 | BAMBROOKFIELD ASSET MGT | 19,176,807 | $634.0B | 3266.55% | |
| 5 | DHRDANAHER CORP | 2,262,222 | $487.1B | 2509.86% | |
| 6 | NSRGYNESTLE S A | 4,051,218 | $483.1B | 2489.27% | |
| 7 | BRK/BBERKSHIRE HATHAWAY | 2,249,902 | $479.1B | 2468.49% | |
| 8 | GOOGALPHABET INC | 268,190 | $394.1B | 2030.73% | |
| 9 | UNHUNITEDHEALTH GRP INC | 1,117,121 | $348.3B | 1794.50% | |
| 10 | —IAC INTERACTIVECORP | 2,610,975 | $312.7B | 1611.37% | |
| 11 | JNJJOHNSON & JOHNSON | 1,967,763 | $293.0B | 1509.45% | |
| 12 | AZOAUTOZONE INC | 227,568 | $268.0B | 1380.81% | |
| 13 | TMOTHERMO FISHER SCI | 552,745 | $244.0B | 1257.43% | |
| 14 | IAA-WUSDIAA INC | 4,684,271 | $243.9B | 1256.72% | |
| 15 | HONHONEYWELL INTL INC | 1,458,446 | $240.1B | 1236.97% | |
| 16 | ORCLORACLE CORP | 3,905,234 | $233.1B | 1201.24% | |
| 17 | KKRKKR & CO INC | 6,332,293 | $217.4B | 1120.39% | |
| 18 | VVISA INC | 1,085,159 | $217.0B | 1118.07% | |
| 19 | MDLZMONDELEZ INTL INC | 3,446,970 | $198.0B | 1020.32% | |
| 20 | ACNACCENTURE PLC | 874,605 | $197.7B | 1018.39% | |
| 21 | CMCSACOMCAST CORP | 4,060,214 | $187.8B | 967.75% | |
| 22 | FISFIDELITY NATL INFO | 1,265,024 | $186.2B | 959.50% | |
| 23 | METAFACEBOOK INC | 662,603 | $173.5B | 894.12% | |
| 24 | PYPLPAYPAL HLDGS INC | 868,285 | $171.1B | 881.46% | |
| 25 | MCDMCDONALDS CORP | 771,634 | $169.4B | 872.64% | |
| 26 | GDDYGODADDY INC | 2,182,849 | $165.8B | 854.43% | |
| 27 | ICEINTER CONTINENTAL EX | 1,618,793 | $162.0B | 834.48% | |
| 28 | 4I1PHILIP MORRIS INTL | 1,717,158 | $128.8B | 663.47% | |
| 29 | —RECKITT BENCKISER GR | 1,249,590 | $123.6B | 636.79% | |
| 30 | GOOGLALPHABET INC | 83,260 | $122.0B | 628.72% | |
| 31 | KEYSKEYSIGHT TECHNOLOGS | 1,162,308 | $114.8B | 591.56% | |
| 32 | KOCOCA-COLA CO | 2,285,693 | $112.8B | 581.42% | |
| 33 | NEENEXTERA ENERGY INC | 366,448 | $101.7B | 524.06% | |
| 34 | LSXMKUSDLIBERTY SIRIUS GROUP | 2,880,336 | $95.3B | 490.93% | |
| 35 | DNKNDUNKIN BRANDS GR | 1,085,543 | $88.9B | 458.13% | |
| 36 | NKENIKE INC | 697,469 | $87.6B | 451.14% | |
| 37 | MARMARRIOTT INTL INC | 942,071 | $87.2B | 449.37% | |
| 38 | ALLYALLY FINL INC | 3,437,487 | $86.2B | 444.02% | |
| 39 | AXPAMERICAN EXPRESS CO | 821,853 | $82.4B | 424.51% | |
| 40 | BIPBROOKFIELD INFR PRTR | 1,729,788 | $82.4B | 424.41% | |
| 41 | MTCHMATCH GROUP INC | 735,391 | $81.4B | 419.26% | |
| 42 | GILDGILEAD SCIENCES INC | 1,222,964 | $77.3B | 398.17% | |
| 43 | TPLUSDTEXAS PAC LD TR | 152,650 | $68.9B | 355.16% | |
| 44 | ARWRARROWHEAD PHARMACEUT | 1,578,473 | $68.0B | 350.20% | |
| 45 | AMZNAMAZON COM INC | 21,426 | $67.5B | 347.60% | |
| 46 | FTVFORTIVE CORPORATION | 880,472 | $67.1B | 345.73% | |
| 47 | LYBLYONDELLBASELL INDUS | 914,733 | $64.5B | 332.22% | |
| 48 | BUDANHEUSER BUSCH INBEV | 1,122,255 | $60.5B | 311.55% | |
| 49 | ORLYOREILLY AUTOMOTIVE I | 129,932 | $59.9B | 308.68% | |
| 50 | SPGIS&P GLOBAL INC | 158,439 | $57.1B | 294.37% | |
| 51 | AMGNAMGEN INC | 218,452 | $55.5B | 286.07% | |
| 52 | SYSO YOUNG INTL INC | 4,334,125 | $54.1B | 278.92% | |
| 53 | SCISERVICE CORP INTL | 1,252,485 | $52.8B | 272.20% | |
| 54 | CHTRCHARTER COMMUNICATIO | 81,791 | $51.1B | 263.11% | |
| 55 | ENBENBRIDGE INC | 1,660,801 | $48.5B | 249.87% | |
| 56 | CSWCSW INDUSTRIALS IN | 617,384 | $47.7B | 245.73% | |
| 57 | DDOMINION ENERGY INC | 582,983 | $46.0B | 237.08% | |
| 58 | BKNGBOOKING HLDGS INC | 26,881 | $46.0B | 236.93% | |
| 59 | MCOMOODYS CORP | 155,145 | $45.0B | 231.69% | |
| 60 | COFCAPITAL ONE FINL CO | 607,606 | $43.7B | 224.96% | |
| 61 | PGPROCTER AND GAMBLE C | 312,166 | $43.4B | 223.55% | |
| 62 | DISWALT DISNEY CO | 347,302 | $43.1B | 222.03% | |
| 63 | PFEPFIZER INC | 1,159,758 | $42.6B | 219.30% | |
| 64 | RTXRAYTHEON TECHNOLOGIE | 737,022 | $42.4B | 218.50% | |
| 65 | LBRDKLIBERTY BROADBAND CORP | 278,873 | $39.8B | 205.29% | |
| 66 | BILIBILIBILI INC | 952,408 | $39.6B | 204.14% | |
| 67 | CMECME GROUP INC | 233,565 | $39.1B | 201.35% | |
| 68 | AEEAMEREN CORPORATION | 477,868 | $37.8B | 194.70% | |
| 69 | HUMHUMANA INC | 91,300 | $37.8B | 194.70% | |
| 70 | BABOEING CO | 228,347 | $37.7B | 194.43% | |
| 71 | SYKSTRYKER CORP | 173,707 | $36.2B | 186.49% | |
| 72 | GOOSCANADA GOOSE HLDINGS | 1,112,240 | $35.8B | 184.35% | |
| 73 | USBUS BANCORP DEL | 993,265 | $35.6B | 183.47% | |
| 74 | BACVERIZON COMMUNICATIO | 594,692 | $35.4B | 182.28% | |
| 75 | 2L9BLUEPRINT MEDICINES | 360,231 | $33.4B | 172.05% | |
| 76 | TRVCCITIGROUP INC | 768,913 | $33.1B | 170.79% | |
| 77 | INGRINGREDION INCORPRTD | 420,528 | $31.8B | 163.98% | |
| 78 | JOYYJOYY INC | 388,324 | $31.3B | 161.40% | |
| 79 | AWCAMERICAN WTR WKS CO | 213,763 | $31.0B | 159.57% | |
| 80 | UPSUNITED PARCEL SERVIC | 185,847 | $31.0B | 159.56% | |
| 81 | EDUNEW ORIENTAL ED&TECH | 203,400 | $30.4B | 156.67% | |
| 82 | IBMINTL BUSINESS MCHN | 242,048 | $29.4B | 151.74% | |
| 83 | GGGGRACO INC | 464,555 | $28.5B | 146.84% | |
| 84 | IQVIQVIA HOLDINGS INC | 172,180 | $27.1B | 139.84% | |
| 85 | CARAEURCARA THERAPEUTICS | 2,124,421 | $27.0B | 139.28% | |
| 86 | BEPBROOKFIELD RENEWABLE | 492,398 | $25.9B | 133.32% | |
| 87 | JPMJPMORGAN CHASE & CO | 259,004 | $24.9B | 128.47% | |
| 88 | STAYUSDEXTENDED STAY AMRC | 2,011,122 | $24.0B | 123.82% | |
| 89 | CRCCDN NATURAL RES | 1,438,699 | $23.0B | 118.68% | |
| 90 | LOWLOWES CO | 138,086 | $22.9B | 118.00% | |
| 91 | VYMVANGUARD WHITEHALL F | 271,427 | $22.0B | 113.18% | |
| 92 | ORIOLD REP INTL CORP | 1,396,993 | $20.6B | 106.09% | |
| 93 | ABTABBOTT LABS | 188,682 | $20.5B | 105.80% | |
| 94 | MMM3M COMPANY | 127,108 | $20.4B | 104.90% | |
| 95 | BSXBOSTON SCIENTIFIC | 525,025 | $20.1B | 103.36% | |
| 96 | BAXBAXTER INTL INC | 247,732 | $19.9B | 102.65% | |
| 97 | SNASNAP-ON INC | 134,392 | $19.8B | 101.88% | |
| 98 | DISCKUSDDISCOVERY INC | 993,574 | $19.5B | 100.34% | |
| 99 | ABBVABBVIE INC | 218,086 | $19.1B | 98.42% | |
| 100 | GTESGATES INDL CORP PL | 1,682,895 | $18.7B | 96.42% |
Page 1 of 14Next