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 |
|---|---|---|---|---|---|
| 401 | HBANHUNTINGTON BANCSHARES INC | 69,280 | $1.2B | 3.19% | |
| 402 | CFRCULLEN FROST BANKERS INC | 9,433 | $1.2B | 3.16% | |
| 403 | VTEBVANGUARD MUN BD FDS | 23,387 | $1.2B | 3.09% | |
| 404 | CARECARTER BANKSHARES INC | 60,000 | $1.2B | 3.08% | |
| 405 | AWIARMSTRONG WORLD INDS INC NEW | 5,940 | $1.2B | 3.08% | |
| 406 | VMEO*VIMEO INC | 150,000 | $1.2B | 3.07% | |
| 407 | MLPXGLOBAL X FDS | 18,519 | $1.2B | 3.07% | |
| 408 | CTRACOTERRA ENERGY INC | 48,975 | $1.2B | 3.06% | |
| 409 | CITCINTAS CORP | 5,536 | $1.1B | 3.00% | |
| 410 | CHTRCHARTER COMMUNICATIONS INC N | 4,112 | $1.1B | 2.99% | |
| 411 | BPRNPRINCETON BANCORP INC | 35,490 | $1.1B | 2.98% | |
| 412 | LENLENNAR CORP | 8,936 | $1.1B | 2.97% | |
| 413 | NOCNORTHROP GRUMMAN CORP | 1,843 | $1.1B | 2.97% | |
| 414 | PNWPINNACLE WEST CAP CORP | 12,519 | $1.1B | 2.96% | |
| 415 | OWLBLUE OWL CAPITAL INC | 65,450 | $1.1B | 2.93% | |
| 416 | SCHDSCHWAB STRATEGIC TR | 40,430 | $1.1B | 2.92% | |
| 417 | DRIDARDEN RESTAURANTS INC | 5,774 | $1.1B | 2.90% | |
| 418 | BCOBRINKS CO | 9,387 | $1.1B | 2.90% | |
| 419 | CFFIC & F FINL CORP | 15,935 | $1.1B | 2.85% | |
| 420 | RYROYAL BK CDA | 7,280 | $1.1B | 2.83% | |
| 421 | CARRCARRIER GLOBAL CORPORATION | 17,856 | $1.1B | 2.82% | |
| 422 | FWONALIBERTY MEDIA CORP DEL | 10,978 | $1.1B | 2.81% | |
| 423 | CTVACORTEVA INC | 15,700 | $1.1B | 2.80% | |
| 424 | PRKPARK NATL CORP | 6,498 | $1.1B | 2.79% | |
| 425 | BAXBAXTER INTL INC | 46,017 | $1.1B | 2.79% | |
| 426 | EDCONSOLIDATED EDISON INC | 10,422 | $1.0B | 2.77% | |
| 427 | OZKBANK OZK LITTLE ROCK ARK | 20,446 | $1.0B | 2.75% | |
| 428 | MGMMGM RESORTS INTERNATIONAL | 29,843 | $1.0B | 2.73% | |
| 429 | IAU*ISHARES GOLD TR | 14,100 | $1.0B | 2.71% | |
| 430 | TYLTYLER TECHNOLOGIES INC | 1,934 | $1.0B | 2.67% | |
| 431 | QUALISHARES TR | 5,132 | $998.2M | 2.64% | |
| 432 | TLHISHARES TR | 9,678 | $996.7M | 2.63% | |
| 433 | PKBKPARKE BANCORP INC | 46,149 | $994.5M | 2.63% | |
| 434 | CEGCONSTELLATION ENERGY CORP | 3,016 | $992.5M | 2.62% | |
| 435 | VEUVANGUARD INTL EQUITY INDEX F | 13,782 | $983.6M | 2.60% | |
| 436 | CPCANADIAN PACIFIC KANSAS CITY | 13,104 | $978.4M | 2.58% | |
| 437 | VGITVANGUARD SCOTTSDALE FDS | 15,626 | $938.0M | 2.48% | |
| 438 | ALCALCON AG | 12,556 | $935.3M | 2.47% | |
| 439 | FQIDIGITAL RLTY TR INC | 5,385 | $931.0M | 2.46% | |
| 440 | TRGPTARGA RES CORP | 5,535 | $927.3M | 2.45% | |
| 441 | CZWICITIZENS CMNTY BANCORP INC M | 57,624 | $926.0M | 2.45% | |
| 442 | DALDELTA AIR LINES INC DEL | 16,275 | $923.6M | 2.44% | |
| 443 | HTBKHERITAGE COMM CORP | 92,045 | $914.0M | 2.41% | |
| 444 | SAFTSAFETY INS GROUP INC | 12,800 | $904.8M | 2.39% | |
| 445 | SKTTANGER INC | 26,675 | $902.7M | 2.38% | |
| 446 | VOTVANGUARD INDEX FDS | 3,055 | $898.9M | 2.37% | |
| 447 | DDDUPONT DE NEMOURS INC | 11,364 | $885.2M | 2.34% | |
| 448 | FASTFASTENAL CO | 18,016 | $883.5M | 2.33% | |
| 449 | RGENREPLIGEN CORP | 6,550 | $875.5M | 2.31% | |
| 450 | DIBS1STDIBS COM INC | 337,773 | $874.8M | 2.31% | |
| 451 | EEMISHARES TR | 16,320 | $871.5M | 2.30% | |
| 452 | ACGLARCH CAP GROUP LTD | 9,456 | $857.9M | 2.27% | |
| 453 | KIMKIMCO RLTY CORP | 37,776 | $825.4M | 2.18% | |
| 454 | PEGPUBLIC SVC ENTERPRISE GRP IN | 9,690 | $808.7M | 2.14% | |
| 455 | FXNCFIRST NATL CORP | 35,500 | $805.1M | 2.13% | |
| 456 | XLVSELECT SECTOR SPDR TR | 5,733 | $797.9M | 2.11% | |
| 457 | PRIMPRIMORIS SVCS CORP | 5,800 | $797.0M | 2.10% | |
| 458 | AUBATLANTIC UN BANKSHARES CORP | 22,512 | $794.4M | 2.10% | |
| 459 | VONGVANGUARD SCOTTSDALE FDS | 6,576 | $792.4M | 2.09% | |
| 460 | JPXAEROVIRONMENT INC | 2,500 | $787.2M | 2.08% | |
| 461 | SCHESCHWAB STRATEGIC TR | 23,291 | $777.2M | 2.05% | |
| 462 | CETCENTRAL SECS CORP | 15,071 | $774.2M | 2.04% | |
| 463 | CGCARLYLE GROUP INC | 12,250 | $768.1M | 2.03% | |
| 464 | AEPAMERICAN ELEC PWR CO INC | 6,796 | $764.5M | 2.02% | |
| 465 | WTWWILLIS TOWERS WATSON PLC LTD | 2,201 | $762.4M | 2.01% | |
| 466 | FLTRVANECK ETF TRUST | 29,670 | $758.7M | 2.00% | |
| 467 | NSCNORFOLK SOUTHN CORP | 2,494 | $749.2M | 1.98% | |
| 468 | BSVVANGUARD BD INDEX FDS | 9,472 | $747.4M | 1.97% | |
| 469 | FWONALIBERTY MEDIA CORP DEL | 7,809 | $736.4M | 1.94% | |
| 470 | AQLTISHARES TR | 5,180 | $736.1M | 1.94% | |
| 471 | BA 6 10/15/27BOEING CO | 10,535 | $732.9M | 1.94% | |
| 472 | GEHCGE HEALTHCARE TECHNOLOGIES I | 9,756 | $732.7M | 1.94% | |
| 473 | CGNXCOGNEX CORP | 16,140 | $731.1M | 1.93% | |
| 474 | OKEONEOK INC NEW | 9,991 | $729.0M | 1.93% | |
| 475 | ITOTISHARES TR | 4,983 | $725.8M | 1.92% | |
| 476 | ULUNILEVER PLC | 12,128 | $718.9M | 1.90% | |
| 477 | MLIMUELLER INDS INC | 7,105 | $718.4M | 1.90% | |
| 478 | FDXFEDEX CORP | 3,019 | $716.3M | 1.89% | |
| 479 | CWBCCOMMUNITY WEST BANCSHARES NE | 34,358 | $716.0M | 1.89% | |
| 480 | HDVISHARES TR | 5,843 | $715.5M | 1.89% | |
| 481 | MVBFMVB FINL CORP | 28,500 | $714.2M | 1.89% | |
| 482 | PRCSPARNASSUS INCOME FDS | 27,245 | $713.2M | 1.88% | |
| 483 | VYMIVANGUARD WHITEHALL FDS | 8,400 | $711.3M | 1.88% | |
| 484 | GLIBKGCI LIBERTY INC | 19,019 | $708.8M | 1.87% | |
| 485 | COLBCOLUMBIA BKG SYS INC | 27,450 | $706.6M | 1.87% | |
| 486 | T7DTRANSDIGM GROUP INC | 530 | $698.6M | 1.84% | |
| 487 | SBFGSB FINL GROUP INC | 35,627 | $687.2M | 1.82% | |
| 488 | CRWVCOREWEAVE INC | 5,018 | $686.7M | 1.81% | |
| 489 | VCSHVANGUARD SCOTTSDALE FDS | 8,449 | $675.3M | 1.78% | |
| 490 | SPYDSPDR SERIES TRUST | 15,300 | $673.2M | 1.78% | |
| 491 | ISRGINTUITIVE SURGICAL INC | 1,502 | $671.7M | 1.77% | |
| 492 | ESEVERSOURCE ENERGY | 9,382 | $667.4M | 1.76% | |
| 493 | BWXTBWX TECHNOLOGIES INC | 3,600 | $663.7M | 1.75% | |
| 494 | OLPONE LIBERTY PPTYS INC | 29,389 | $663.3M | 1.75% | |
| 495 | BPBP PLC | 19,165 | $660.4M | 1.74% | |
| 496 | OFGOFG BANCORP | 15,000 | $656.9M | 1.73% | |
| 497 | PCYOPURE CYCLE CORP | 58,725 | $650.1M | 1.72% | |
| 498 | PFFVGLOBAL X FDS | 28,086 | $649.3M | 1.71% | |
| 499 | VTVANGUARD INTL EQUITY INDEX F | 4,688 | $646.0M | 1.71% | |
| 500 | PLTRPALANTIR TECHNOLOGIES INC | 3,513 | $640.8M | 1.69% |