FIRST MANHATTAN CO. LLC. Q3 2023 Filing
Filed November 14, 2023
Portfolio Value
$27.1B
Holdings
1,497
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (1,497 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK-BBERKSHIRE HATHAWAY INC DEL | 16,919 | $9.0T | 33182.20% | |
| 2 | MSFTMICROSOFT CORP | 4,727,106 | $1.5T | 5492.46% | |
| 3 | AAPLAPPLE INC | 7,401,177 | $1.3T | 4669.18% | |
| 4 | UNHUNITEDHEALTH GROUP INC | 1,770,507 | $888.6B | 3280.68% | |
| 5 | GOOGALPHABET INC | 5,687,974 | $747.5B | 2759.58% | |
| 6 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,054,210 | $719.6B | 2656.66% | |
| 7 | AZOAUTOZONE INC | 257,551 | $654.2B | 2415.16% | |
| 8 | BNBROOKFIELD CORP | 18,320,395 | $571.2B | 2109.00% | |
| 9 | KKRKKR & CO INC | 9,149,034 | $557.8B | 2059.53% | |
| 10 | ORCLORACLE CORP | 5,141,776 | $540.9B | 1996.97% | |
| 11 | DHRDANAHER CORPORATION | 2,166,872 | $537.3B | 1983.79% | |
| 12 | TMOTHERMO FISHER SCIENTIFIC INC | 1,020,439 | $514.7B | 1900.10% | |
| 13 | NSRGYNESTLE S A | 3,546,269 | $401.3B | 1481.68% | |
| 14 | HONHONEYWELL INTL INC | 1,470,395 | $268.4B | 990.84% | |
| 15 | TPLTEXAS PACIFIC LAND CORPORATI | 142,993 | $260.8B | 962.69% | |
| 16 | LOWLOWES COS INC | 1,262,594 | $259.9B | 959.64% | |
| 17 | VVISA INC | 1,125,278 | $258.7B | 955.13% | |
| 18 | SPGIS&P GLOBAL INC | 658,872 | $239.6B | 884.44% | |
| 19 | LINLINDE PLC | 645,449 | $236.8B | 874.41% | |
| 20 | ACNACCENTURE PLC IRELAND | 756,781 | $232.4B | 858.06% | |
| 21 | GOOGLALPHABET INC | 1,727,160 | $225.3B | 831.63% | |
| 22 | CMCSACOMCAST CORP NEW | 4,490,119 | $198.6B | 733.39% | |
| 23 | ORLYOREILLY AUTOMOTIVE INC | 213,940 | $190.7B | 703.96% | |
| 24 | AMZNAMAZON COM INC | 1,418,178 | $180.3B | 665.57% | |
| 25 | CPRTCOPART INC | 4,176,213 | $180.0B | 664.37% | |
| 26 | 4I1PHILIP MORRIS INTL INC | 1,911,507 | $177.0B | 653.35% | |
| 27 | KEYSKEYSIGHT TECHNOLOGIES INC | 1,327,636 | $174.7B | 645.00% | |
| 28 | JNJJOHNSON & JOHNSON | 1,111,903 | $173.2B | 639.36% | |
| 29 | ICEINTERCONTINENTAL EXCHANGE IN | 1,565,719 | $172.3B | 635.97% | |
| 30 | MCDMCDONALDS CORP | 642,398 | $167.0B | 616.66% | |
| 31 | MDLZMONDELEZ INTL INC | 2,272,103 | $157.7B | 582.16% | |
| 32 | ENQENTEGRIS INC | 1,655,628 | $153.3B | 565.79% | |
| 33 | ASMLASML HOLDING N V | 254,614 | $149.9B | 553.35% | |
| 34 | NKENIKE INC | 1,503,125 | $143.7B | 530.63% | |
| 35 | MTCHMATCH GROUP INC NEW | 3,546,030 | $138.9B | 512.86% | |
| 36 | NEENEXTERA ENERGY INC | 2,403,308 | $137.7B | 508.32% | |
| 37 | VOOVANGUARD INDEX FDS | 349,827 | $137.4B | 507.19% | |
| 38 | MARMARRIOTT INTL INC NEW | 643,788 | $126.5B | 467.18% | |
| 39 | AVGOBROADCOM INC | 124,557 | $103.5B | 381.94% | |
| 40 | ABBVABBVIE INC | 668,568 | $99.7B | 367.92% | |
| 41 | ATVIEURACTIVISION BLIZZARD INC | 1,010,972 | $94.7B | 349.47% | |
| 42 | AMTAMERICAN TOWER CORP NEW | 555,006 | $91.3B | 336.96% | |
| 43 | PDDPDD HOLDINGS INC | 911,290 | $89.4B | 329.95% | |
| 44 | FTVFORTIVE CORP | 1,170,620 | $86.8B | 320.51% | |
| 45 | CSWCSW INDUSTRIALS INC | 486,787 | $85.3B | 314.93% | |
| 46 | AXPAMERICAN EXPRESS CO | 560,470 | $83.6B | 308.70% | |
| 47 | KOCOCA COLA CO | 1,469,891 | $82.3B | 303.79% | |
| 48 | ALLYALLY FINL INC | 3,051,918 | $81.4B | 300.61% | |
| 49 | MKLMARKEL GROUP INC | 54,375 | $80.1B | 295.60% | |
| 50 | SCISERVICE CORP INTL | 1,289,704 | $73.7B | 272.07% | |
| 51 | FMCXNORTHERN LTS FD TR IV | 3,029,793 | $72.7B | 268.28% | |
| 52 | BIPBROOKFIELD INFRAST PARTNERS | 2,319,985 | $68.2B | 251.81% | |
| 53 | 0J7QIAC INC | 1,343,639 | $67.1B | 247.59% | |
| 54 | CRCCANADIAN NAT RES LTD | 841,790 | $54.4B | 200.98% | |
| 55 | BAMBROOKFIELD ASSET MANAGMT LTD | 1,635,903 | $54.3B | 200.39% | |
| 56 | COFCAPITAL ONE FINL CORP | 537,134 | $52.1B | 192.45% | |
| 57 | USBUS BANCORP DEL | 1,501,308 | $49.6B | 183.24% | |
| 58 | ENBENBRIDGE INC | 1,382,707 | $45.9B | 169.43% | |
| 59 | SYKSTRYKER CORPORATION | 164,762 | $45.0B | 166.22% | |
| 60 | CHTRCHARTER COMMUNICATIONS INC N | 98,564 | $43.4B | 160.04% | |
| 61 | ABGCENCORA INC | 237,636 | $42.8B | 157.89% | |
| 62 | AIZASSURANT INC | 283,031 | $40.6B | 150.03% | |
| 63 | IQVIQVIA HLDGS INC | 195,730 | $38.5B | 142.17% | |
| 64 | PGPROCTER AND GAMBLE CO | 260,260 | $37.7B | 139.20% | |
| 65 | MCOMOODYS CORP | 116,233 | $36.7B | 135.67% | |
| 66 | JPMJPMORGAN CHASE & CO | 249,513 | $36.0B | 132.89% | |
| 67 | HOLXHOLOGIC INC | 516,700 | $35.9B | 132.38% | |
| 68 | INGRINGREDION INC | 360,696 | $35.5B | 131.03% | |
| 69 | —RECKITT BENCKISER GR | 487,088 | $34.9B | 128.98% | |
| 70 | AMGNAMGEN INC | 126,639 | $33.7B | 124.42% | |
| 71 | UTHUNITED THERAPEUTICS CORP DEL | 148,600 | $33.6B | 123.92% | |
| 72 | SESEA LTD | 743,490 | $32.7B | 120.64% | |
| 73 | BALLBALL CORP | 655,135 | $32.6B | 120.40% | |
| 74 | IMCRIMMUNOCORE HLDGS PLC | 613,749 | $31.9B | 117.60% | |
| 75 | BSXBOSTON SCIENTIFIC CORP | 600,442 | $31.7B | 117.04% | |
| 76 | DISDISNEY WALT CO | 387,708 | $31.4B | 116.01% | |
| 77 | LLYELI LILLY & CO | 58,492 | $31.4B | 115.99% | |
| 78 | METAMETA PLATFORMS INC | 102,565 | $30.8B | 113.68% | |
| 79 | XIFRNEXTERA ENERGY PARTNERS LP | 1,006,035 | $29.9B | 110.31% | |
| 80 | ARWRARROWHEAD PHARMACEUTICALS IN | 1,099,154 | $29.5B | 109.04% | |
| 81 | BUDANHEUSER BUSCH INBEV SA/NV | 523,536 | $29.0B | 106.88% | |
| 82 | SBUXSTARBUCKS CORP | 314,900 | $28.7B | 106.11% | |
| 83 | SNASNAP ON INC | 111,456 | $28.4B | 104.95% | |
| 84 | HLTHILTON WORLDWIDE HLDGS INC | 180,713 | $27.1B | 100.19% | |
| 85 | BUWABIO RAD LABS INC | 81,376 | $26.9B | 99.49% | |
| 86 | SCHWSCHWAB CHARLES CORP | 490,432 | $26.9B | 99.40% | |
| 87 | GGGGRACO INC | 381,204 | $26.5B | 97.89% | |
| 88 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 209,450 | $25.9B | 95.72% | |
| 89 | PFEPFIZER INC | 740,877 | $24.6B | 90.73% | |
| 90 | RSPINVESCO EXCHANGE TRADED FD T | 170,606 | $24.2B | 89.24% | |
| 91 | UPSUNITED PARCEL SERVICE INC | 153,554 | $23.9B | 88.36% | |
| 92 | NSYNICE LTD | 160,611 | $23.5B | 86.80% | |
| 93 | AWCAMERICAN WTR WKS CO INC NEW | 186,268 | $23.1B | 85.16% | |
| 94 | MRKMERCK & CO INC | 216,955 | $22.3B | 82.46% | |
| 95 | XOMEXXON MOBIL CORP | 189,357 | $22.3B | 82.20% | |
| 96 | VOVANGUARD INDEX FDS | 100,923 | $21.0B | 77.59% | |
| 97 | PEPPEPSICO INC | 123,689 | $21.0B | 77.37% | |
| 98 | EOLSEVOLUS INC | 2,287,538 | $20.9B | 77.19% | |
| 99 | VHTVANGUARD WORLD FDS | 87,545 | $20.6B | 75.98% | |
| 100 | BKNGBOOKING HOLDINGS INC | 6,609 | $20.4B | 75.24% |
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