FIRST MANHATTAN CO. LLC. Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$37.9B
Holdings
714
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (714 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 301 | XLESELECT SECTOR SPDR TR | 30,127 | $2.7B | 7.11% | |
| 302 | CVSCVS HEALTH CORP | 35,502 | $2.7B | 7.07% | |
| 303 | AVUVAMERICAN CENTY ETF TR | 26,855 | $2.7B | 7.06% | |
| 304 | BKHBLACK HILLS CORP | 42,827 | $2.6B | 6.97% | |
| 305 | PLDPROLOGIS INC. | 22,970 | $2.6B | 6.95% | |
| 306 | IEFISHARES TR | 26,960 | $2.6B | 6.87% | |
| 307 | SMHISEACOR MARINE HLDGS INC | 400,495 | $2.6B | 6.86% | |
| 308 | ZTSZOETIS INC | 17,288 | $2.5B | 6.68% | |
| 309 | CFGCITIZENS FINL GROUP INC | 47,372 | $2.5B | 6.65% | |
| 310 | MTBASIMPLIFY EXCHANGE TRADED FUN | 50,000 | $2.5B | 6.65% | |
| 311 | BRTBRT APARTMENTS CORP | 157,450 | $2.5B | 6.62% | |
| 312 | JJACOBS SOLUTIONS INC | 16,225 | $2.4B | 6.42% | |
| 313 | LBRDALIBERTY BROADBAND CORP | 37,818 | $2.4B | 6.33% | |
| 314 | KMBKIMBERLY-CLARK CORP | 19,022 | $2.4B | 6.31% | |
| 315 | EFSCENTERPRISE FINL SVCS CORP | 40,492 | $2.3B | 6.20% | |
| 316 | GISGENERAL MLS INC | 45,409 | $2.3B | 6.05% | |
| 317 | RALRALLIANT CORP | 52,111 | $2.3B | 6.02% | |
| 318 | ENQENTEGRIS INC | 24,302 | $2.2B | 5.93% | |
| 319 | BIPCBROOKFIELD INFRASTRUCTURE CO | 54,522 | $2.2B | 5.92% | |
| 320 | MDUMDU RES GROUP INC | 124,324 | $2.2B | 5.89% | |
| 321 | BEPCBROOKFIELD RENEWABLE CORP | 64,479 | $2.2B | 5.86% | |
| 322 | TSLATESLA INC | 4,908 | $2.2B | 5.76% | |
| 323 | VXUSVANGUARD STAR FDS | 29,679 | $2.2B | 5.76% | |
| 324 | NRIMNORTHRIM BANCORP INC | 99,600 | $2.2B | 5.70% | |
| 325 | CATCATERPILLAR INC | 4,514 | $2.2B | 5.69% | |
| 326 | CEF/USPROTT ASSET MANAGEMENT LP | 57,463 | $2.1B | 5.57% | |
| 327 | EOGEOG RES INC | 18,802 | $2.1B | 5.57% | |
| 328 | APDAIR PRODS & CHEMS INC | 7,563 | $2.1B | 5.45% | |
| 329 | PAASPAN AMERN SILVER CORP | 52,507 | $2.0B | 5.37% | |
| 330 | BACVERIZON COMMUNICATIONS INC | 46,175 | $2.0B | 5.36% | |
| 331 | LMTLOCKHEED MARTIN CORP | 4,053 | $2.0B | 5.34% | |
| 332 | XLYSELECT SECTOR SPDR TR | 8,426 | $2.0B | 5.33% | |
| 333 | TAT&T INC | 71,068 | $2.0B | 5.30% | |
| 334 | IBDRISHARES TR | 81,985 | $2.0B | 5.26% | |
| 335 | GMGENERAL MTRS CO | 32,543 | $2.0B | 5.24% | |
| 336 | SOUNSOUNDHOUND AI INC | 121,359 | $2.0B | 5.15% | |
| 337 | PHYS/USPROTT ASSET MANAGEMENT LP | 65,599 | $1.9B | 5.13% | |
| 338 | MUMICRON TECHNOLOGY INC | 11,560 | $1.9B | 5.11% | |
| 339 | CMECME GROUP INC | 7,122 | $1.9B | 5.08% | |
| 340 | SPDWSPDR INDEX SHS FDS | 44,942 | $1.9B | 5.08% | |
| 341 | XLISELECT SECTOR SPDR TR | 12,412 | $1.9B | 5.06% | |
| 342 | VUGVANGUARD INDEX FDS | 3,976 | $1.9B | 5.04% | |
| 343 | CHMGCHEMUNG FINL CORP | 36,030 | $1.9B | 5.03% | |
| 344 | GSGOLDMAN SACHS GROUP INC | 2,359 | $1.9B | 4.96% | |
| 345 | EXPEEXPEDIA GROUP INC | 8,736 | $1.9B | 4.93% | |
| 346 | JT5MUELLER WTR PRODS INC | 73,167 | $1.9B | 4.93% | |
| 347 | PBRPETROLEO BRASILEIRO SA PETRO | 144,509 | $1.9B | 4.93% | |
| 348 | IBDQISHARES TR | 73,853 | $1.9B | 4.91% | |
| 349 | MAAMID-AMER APT CMNTYS INC | 13,043 | $1.8B | 4.81% | |
| 350 | IWNISHARES TR | 10,146 | $1.8B | 4.74% | |
| 351 | DVNDEVON ENERGY CORP NEW | 50,950 | $1.8B | 4.72% | |
| 352 | CMSCMS ENERGY CORP | 24,314 | $1.8B | 4.70% | |
| 353 | OPCHOPTION CARE HEALTH INC | 63,930 | $1.8B | 4.69% | |
| 354 | ADBEADOBE INC | 4,891 | $1.7B | 4.56% | |
| 355 | COSOCOASTALSOUTH BANCSHARES INC | 77,638 | $1.7B | 4.47% | |
| 356 | RHLDRESOLUTE HLDGS MGMT INC | 23,229 | $1.7B | 4.43% | |
| 357 | NUENUCOR CORP | 12,305 | $1.7B | 4.42% | |
| 358 | FRSTPRIMIS FINANCIAL CORP | 156,901 | $1.6B | 4.36% | |
| 359 | XLFSELECT SECTOR SPDR TR | 30,595 | $1.6B | 4.35% | |
| 360 | DUKDUKE ENERGY CORP NEW | 13,192 | $1.6B | 4.31% | |
| 361 | FSLRFIRST SOLAR INC | 7,350 | $1.6B | 4.28% | |
| 362 | TXNMTXNM ENERGY INC | 28,464 | $1.6B | 4.25% | |
| 363 | PSLV/USPROTT ASSET MANAGEMENT LP | 102,395 | $1.6B | 4.25% | |
| 364 | ALSALLSTATE CORP | 7,448 | $1.6B | 4.24% | |
| 365 | IWDISHARES TR | 7,882 | $1.6B | 4.24% | |
| 366 | IBDSISHARES TR | 63,950 | $1.6B | 4.11% | |
| 367 | SGSWEETGREEN INC | 194,130 | $1.5B | 4.09% | |
| 368 | EFAISHARES TR | 16,566 | $1.5B | 4.09% | |
| 369 | UTLUNITIL CORP | 32,220 | $1.5B | 4.07% | |
| 370 | DFICDIMENSIONAL ETF TRUST | 46,677 | $1.5B | 4.04% | |
| 371 | BLKBLACKROCK INC | 1,312 | $1.5B | 4.04% | |
| 372 | VMCVULCAN MATLS CO | 4,946 | $1.5B | 4.02% | |
| 373 | CACCCREDIT ACCEP CORP MICH | 3,195 | $1.5B | 3.94% | |
| 374 | REEVEREST GROUP LTD | 4,200 | $1.5B | 3.88% | |
| 375 | PSAPUBLIC STORAGE OPER CO | 5,040 | $1.5B | 3.84% | |
| 376 | PLXSPLEXUS CORP | 9,974 | $1.4B | 3.81% | |
| 377 | GTLSCHART INDS INC | 7,205 | $1.4B | 3.81% | |
| 378 | GPKGRAPHIC PACKAGING HLDG CO | 72,808 | $1.4B | 3.78% | |
| 379 | ECLECOLAB INC | 5,132 | $1.4B | 3.72% | |
| 380 | SHOPSHOPIFY INC | 9,316 | $1.4B | 3.66% | |
| 381 | IWFISHARES TR | 2,936 | $1.4B | 3.63% | |
| 382 | EBAEBAY INC. | 15,116 | $1.4B | 3.63% | |
| 383 | ETENERGY TRANSFER L P | 78,956 | $1.4B | 3.58% | |
| 384 | DOXAMDOCS LTD | 16,401 | $1.4B | 3.58% | |
| 385 | ULTAULTA BEAUTY INC | 2,450 | $1.3B | 3.54% | |
| 386 | BAFNBAYFIRST FINANCIAL CORP | 127,926 | $1.3B | 3.53% | |
| 387 | IJHISHARES TR | 20,465 | $1.3B | 3.53% | |
| 388 | AQLTISHARES TR | 15,286 | $1.3B | 3.52% | |
| 389 | ELVELEVANCE HEALTH INC FORMERLY | 4,112 | $1.3B | 3.51% | |
| 390 | EWCISHARES INC | 26,170 | $1.3B | 3.49% | |
| 391 | VTWOVANGUARD SCOTTSDALE FDS | 13,287 | $1.3B | 3.43% | |
| 392 | VNOVORNADO RLTY TR | 31,706 | $1.3B | 3.39% | |
| 393 | PANWPALO ALTO NETWORKS INC | 6,282 | $1.3B | 3.38% | |
| 394 | XLFISELECT SECTOR SPDR TR | 16,170 | $1.3B | 3.35% | |
| 395 | PHPARKER-HANNIFIN CORP | 1,657 | $1.3B | 3.32% | |
| 396 | GENGEN DIGITAL INC | 43,933 | $1.2B | 3.29% | |
| 397 | IONQIONQ INC | 20,200 | $1.2B | 3.28% | |
| 398 | XLKSELECT SECTOR SPDR TR | 4,407 | $1.2B | 3.28% | |
| 399 | ACUACME UTD CORP | 29,848 | $1.2B | 3.25% | |
| 400 | VFMFVANGUARD WELLINGTON FD | 8,408 | $1.2B | 3.20% |