FIRST MANHATTAN CO. LLC. Q3 2023 Filing

Filed November 14, 2023

Portfolio Value

$27086.2T

Holdings

1,497

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (1,497 positions)

#StockSharesValue% PortfolioType
1
BRK-BBERKSHIRE HATHAWAY INC DEL
16,919$8987.8T33.18%
2
MSFTMICROSOFT CORP
4,727,106$1487.7T5.49%
3
AAPLAPPLE INC
7,401,177$1264.7T4.67%
4
UNHUNITEDHEALTH GROUP INC
1,770,507$888.6T3.28%
5
GOOGALPHABET INC
5,687,974$747.5T2.76%
6
BRK/BBERKSHIRE HATHAWAY INC DEL
2,054,210$719.6T2.66%
7
AZOAUTOZONE INC
257,551$654.2T2.42%
8
BNBROOKFIELD CORP
18,320,395$571.2T2.11%
9
KKRKKR & CO INC
9,149,034$557.8T2.06%
10
ORCLORACLE CORP
5,141,776$540.9T2.00%
11
DHRDANAHER CORPORATION
2,166,872$537.3T1.98%
12
TMOTHERMO FISHER SCIENTIFIC INC
1,020,439$514.7T1.90%
13
NSRGYNESTLE S A
3,546,269$401.3T1.48%
14
HONHONEYWELL INTL INC
1,470,395$268.4T0.99%
15
TPLTEXAS PACIFIC LAND CORPORATI
142,993$260.8T0.96%
16
LOWLOWES COS INC
1,262,594$259.9T0.96%
17
VVISA INC
1,125,278$258.7T0.96%
18
SPGIS&P GLOBAL INC
658,872$239.6T0.88%
19
LINLINDE PLC
645,449$236.8T0.87%
20
ACNACCENTURE PLC IRELAND
756,781$232.4T0.86%
21
GOOGLALPHABET INC
1,727,160$225.3T0.83%
22
CMCSACOMCAST CORP NEW
4,490,119$198.6T0.73%
23
ORLYOREILLY AUTOMOTIVE INC
213,940$190.7T0.70%
24
AMZNAMAZON COM INC
1,418,178$180.3T0.67%
25
CPRTCOPART INC
4,176,213$180.0T0.66%
26
4I1PHILIP MORRIS INTL INC
1,911,507$177.0T0.65%
27
KEYSKEYSIGHT TECHNOLOGIES INC
1,327,636$174.7T0.64%
28
JNJJOHNSON & JOHNSON
1,111,903$173.2T0.64%
29
ICEINTERCONTINENTAL EXCHANGE IN
1,565,719$172.3T0.64%
30
MCDMCDONALDS CORP
642,398$167.0T0.62%
31
MDLZMONDELEZ INTL INC
2,272,103$157.7T0.58%
32
ENQENTEGRIS INC
1,655,628$153.3T0.57%
33
ASMLASML HOLDING N V
254,614$149.9T0.55%
34
NKENIKE INC
1,503,125$143.7T0.53%
35
MTCHMATCH GROUP INC NEW
3,546,030$138.9T0.51%
36
NEENEXTERA ENERGY INC
2,403,308$137.7T0.51%
37
VOOVANGUARD INDEX FDS
349,827$137.4T0.51%
38
MARMARRIOTT INTL INC NEW
643,788$126.5T0.47%
39
AVGOBROADCOM INC
124,557$103.5T0.38%
40
ABBVABBVIE INC
668,568$99.7T0.37%
41
ATVIEURACTIVISION BLIZZARD INC
1,010,972$94.7T0.35%
42
AMTAMERICAN TOWER CORP NEW
555,006$91.3T0.34%
43
PDDPDD HOLDINGS INC
911,290$89.4T0.33%
44
FTVFORTIVE CORP
1,170,620$86.8T0.32%
45
CSWCSW INDUSTRIALS INC
486,787$85.3T0.31%
46
AXPAMERICAN EXPRESS CO
560,470$83.6T0.31%
47
KOCOCA COLA CO
1,469,891$82.3T0.30%
48
ALLYALLY FINL INC
3,051,918$81.4T0.30%
49
MKLMARKEL GROUP INC
54,375$80.1T0.30%
50
SCISERVICE CORP INTL
1,289,704$73.7T0.27%
51
FMCXNORTHERN LTS FD TR IV
3,029,793$72.7T0.27%
52
BIPBROOKFIELD INFRAST PARTNERS
2,319,985$68.2T0.25%
53
0J7QIAC INC
1,343,639$67.1T0.25%
54
CRCCANADIAN NAT RES LTD
841,790$54.4T0.20%
55
BAMBROOKFIELD ASSET MANAGMT LTD
1,635,903$54.3T0.20%
56
COFCAPITAL ONE FINL CORP
537,134$52.1T0.19%
57
USBUS BANCORP DEL
1,501,308$49.6T0.18%
58
ENBENBRIDGE INC
1,382,707$45.9T0.17%
59
SYKSTRYKER CORPORATION
164,762$45.0T0.17%
60
CHTRCHARTER COMMUNICATIONS INC N
98,564$43.4T0.16%
61
ABGCENCORA INC
237,636$42.8T0.16%
62
AIZASSURANT INC
283,031$40.6T0.15%
63
IQVIQVIA HLDGS INC
195,730$38.5T0.14%
64
PGPROCTER AND GAMBLE CO
260,260$37.7T0.14%
65
MCOMOODYS CORP
116,233$36.7T0.14%
66
JPMJPMORGAN CHASE & CO
249,513$36.0T0.13%
67
HOLXHOLOGIC INC
516,700$35.9T0.13%
68
INGRINGREDION INC
360,696$35.5T0.13%
69
RECKITT BENCKISER GR
487,088$34.9T0.13%
70
AMGNAMGEN INC
126,639$33.7T0.12%
71
UTHUNITED THERAPEUTICS CORP DEL
148,600$33.6T0.12%
72
SESEA LTD
743,490$32.7T0.12%
73
BALLBALL CORP
655,135$32.6T0.12%
74
IMCRIMMUNOCORE HLDGS PLC
613,749$31.9T0.12%
75
BSXBOSTON SCIENTIFIC CORP
600,442$31.7T0.12%
76
DISDISNEY WALT CO
387,708$31.4T0.12%
77
LLYELI LILLY & CO
58,492$31.4T0.12%
78
METAMETA PLATFORMS INC
102,565$30.8T0.11%
79
XIFRNEXTERA ENERGY PARTNERS LP
1,006,035$29.9T0.11%
80
ARWRARROWHEAD PHARMACEUTICALS IN
1,099,154$29.5T0.11%
81
BUDANHEUSER BUSCH INBEV SA/NV
523,536$29.0T0.11%
82
SBUXSTARBUCKS CORP
314,900$28.7T0.11%
83
SNASNAP ON INC
111,456$28.4T0.10%
84
HLTHILTON WORLDWIDE HLDGS INC
180,713$27.1T0.10%
85
BUWABIO RAD LABS INC
81,376$26.9T0.10%
86
SCHWSCHWAB CHARLES CORP
490,432$26.9T0.10%
87
GGGGRACO INC
381,204$26.5T0.10%
88
TTWOTAKE-TWO INTERACTIVE SOFTWAR
209,450$25.9T0.10%
89
PFEPFIZER INC
740,877$24.6T0.09%
90
RSPINVESCO EXCHANGE TRADED FD T
170,606$24.2T0.09%
91
UPSUNITED PARCEL SERVICE INC
153,554$23.9T0.09%
92
NSYNICE LTD
160,611$23.5T0.09%
93
AWCAMERICAN WTR WKS CO INC NEW
186,268$23.1T0.09%
94
MRKMERCK & CO INC
216,955$22.3T0.08%
95
XOMEXXON MOBIL CORP
189,357$22.3T0.08%
96
VOVANGUARD INDEX FDS
100,923$21.0T0.08%
97
PEPPEPSICO INC
123,689$21.0T0.08%
98
EOLSEVOLUS INC
2,287,538$20.9T0.08%
99
VHTVANGUARD WORLD FDS
87,545$20.6T0.08%
100
BKNGBOOKING HOLDINGS INC
6,609$20.4T0.08%
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