FIRST MANHATTAN CO. LLC. Q4 2017 Filing
Filed January 22, 2018
Portfolio Value
$18.3B
Holdings
1,501
Report Date
Q4 2017
Filing Type
13F-HR
All Holdings (1,501 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | —DOWDUPONT INC | 411,532 | $29.3B | 160.59% | |
| 102 | SPGIS&P GLOBAL INC | 169,711 | $28.7B | 157.53% | |
| 103 | MCOMOODYS CORP | 189,160 | $27.9B | 152.99% | |
| 104 | —AGROFRESH SOLUTIONS | 3,720,155 | $27.5B | 150.84% | |
| 105 | MLMMARTIN MARIETTA MATL | 123,716 | $27.3B | 149.84% | |
| 106 | MTXMINERALS TECHNOLOGS | 395,526 | $27.2B | 149.21% | |
| 107 | CRTOCRITEO S.A | 1,027,304 | $26.7B | 146.52% | |
| 108 | TASTUSDCARROLS RESTAURANT | 2,188,953 | $26.6B | 145.72% | |
| 109 | LBRDKLIBERTY BROADBAND CORP | 310,018 | $26.4B | 144.66% | |
| 110 | FTVFORTIVE CORPORATION | 360,620 | $26.1B | 142.96% | |
| 111 | W3UWESTERN UNION | 1,342,509 | $25.5B | 139.84% | |
| 112 | TEVATEVA PHARMACEUTICAL | 1,330,850 | $25.2B | 138.18% | |
| 113 | GEGENERAL ELECTRIC CO | 1,421,730 | $24.8B | 135.94% | |
| 114 | CELGCELGENE CORP | 235,839 | $24.6B | 134.86% | |
| 115 | ANATUSDAMERICAN NATL INS CO | 191,304 | $24.5B | 134.43% | |
| 116 | PBVPRESTIGE BRANDS HLDG | 550,988 | $24.5B | 134.07% | |
| 117 | VIABVIACOM INC | 784,124 | $24.2B | 132.37% | |
| 118 | —AGRIUM INC | 207,662 | $23.9B | 130.85% | |
| 119 | GGGGRACO INC | 519,190 | $23.5B | 128.64% | |
| 120 | —NEW HOME COMPANY I | 1,838,266 | $23.0B | 126.21% | |
| 121 | MDTMEDTRONIC PLC | 281,957 | $22.8B | 124.75% | |
| 122 | ORLYO'REILLY AUTOMOTIVE | 94,637 | $22.8B | 124.73% | |
| 123 | AWCAMERICAN WTR WKS CO | 240,585 | $22.0B | 120.61% | |
| 124 | XPOXPO LOGISTICS INC | 239,750 | $22.0B | 120.32% | |
| 125 | BEPBROOKFIELD RENEWABLE | 626,322 | $21.9B | 119.99% | |
| 126 | LOWLOWES CO | 232,612 | $21.6B | 118.45% | |
| 127 | —FOREST CITY ENTPRSES | 891,560 | $21.5B | 117.73% | |
| 128 | ABGAMERISOURCE-BERGEN | 222,820 | $20.5B | 112.10% | |
| 129 | JPMJPMORGAN CHASE & CO | 189,793 | $20.3B | 111.21% | |
| 130 | RRCRANGE RESOURCES CORP | 1,181,920 | $20.2B | 110.48% | |
| 131 | LUVSOUTHWEST AIRLS CO | 307,760 | $20.1B | 110.37% | |
| 132 | BECNUSDBEACON ROOFING SUP | 313,908 | $20.0B | 109.66% | |
| 133 | AONAON PLC | 148,103 | $19.8B | 108.74% | |
| 134 | —PLATFORM SPECIALTY | 1,988,610 | $19.7B | 108.09% | |
| 135 | HZN1USDHORIZON GLOBAL CORP | 1,398,826 | $19.6B | 107.46% | |
| 136 | BENFRANKLIN RES INC | 444,269 | $19.3B | 105.48% | |
| 137 | HTOSJW GROUP | 300,480 | $19.2B | 105.09% | |
| 138 | MTCHEURMATCH GROUP INC | 607,805 | $19.0B | 104.27% | |
| 139 | PEPPEPSICO INC | 154,469 | $18.5B | 101.50% | |
| 140 | NWENORTHWESTERN CORP | 309,057 | $18.4B | 101.09% | |
| 141 | SFESSAFEGUARD SCIENTIFIC | 1,611,837 | $18.1B | 98.91% | |
| 142 | CSCOCISCO SYSTEMS INC | 469,341 | $18.0B | 98.49% | |
| 143 | HHC*HOWARD HUGHES | 136,379 | $17.9B | 98.09% | |
| 144 | ICEINTER CONTINENTAL EX | 250,533 | $17.7B | 96.86% | |
| 145 | LM03LIBERTY SIRIUS GROUP | 444,473 | $17.6B | 96.58% | |
| 146 | —ULTRA PETROLEUM CP | 1,941,523 | $17.6B | 96.38% | |
| 147 | TAT&T INC | 448,574 | $17.4B | 95.56% | |
| 148 | TRVTRAVELERS CO(THE) | 120,657 | $16.4B | 89.67% | |
| 149 | COTYCOTY INC | 818,939 | $16.3B | 89.25% | |
| 150 | —GROUPE DANONE | 192,359 | $16.0B | 87.64% | |
| 151 | AWGASBURY AUTOMOTIVE GR | 248,581 | $15.9B | 87.17% | |
| 152 | CLCOLGATE PALMOLIVE CO | 207,611 | $15.7B | 85.83% | |
| 153 | NVROEURNEVRO CORP | 226,400 | $15.6B | 85.64% | |
| 154 | GRA1EURGRACE W R & CO DEL | 222,641 | $15.6B | 85.55% | |
| 155 | DOXAMDOCS LTD | 228,223 | $14.9B | 81.88% | |
| 156 | VREMACK CALI RLTY CORP | 676,849 | $14.6B | 79.95% | |
| 157 | LLOEWS CORP | 291,308 | $14.6B | 79.86% | |
| 158 | SPYSPDR | 54,186 | $14.5B | 79.23% | |
| 159 | TWITITAN INTL INC | 1,111,063 | $14.3B | 78.41% | |
| 160 | ASNDASCENDIS PHARMA A S | 355,348 | $14.2B | 78.00% | |
| 161 | STAYUSDEXTENDED STAY AMRC | 747,900 | $14.2B | 77.86% | |
| 162 | MOMOUSDMOMO INC | 570,990 | $14.0B | 76.58% | |
| 163 | OXYOCCIDENTAL PETE CORP | 187,343 | $13.8B | 75.61% | |
| 164 | —AQUA AMERICA INC | 348,990 | $13.7B | 75.01% | |
| 165 | —GREAT PLAINS ENERGY | 421,495 | $13.6B | 74.45% | |
| 166 | XLRNACCELERON PHARMA | 320,000 | $13.6B | 74.41% | |
| 167 | CMCCOMMERCIAL METALS CO | 629,180 | $13.4B | 73.50% | |
| 168 | SCHWSCHWAB CHARLES CORP | 257,449 | $13.2B | 72.46% | |
| 169 | —GLATFELTER | 615,233 | $13.2B | 72.27% | |
| 170 | SRESEMPRA ENERGY | 122,583 | $13.1B | 71.81% | |
| 171 | MSEXMIDDLESEX WATER CO | 325,613 | $13.0B | 71.20% | |
| 172 | PNCPNC FINL SVCS GRP | 88,353 | $12.7B | 69.85% | |
| 173 | CUCAAVIS BUDGET GROUP | 286,930 | $12.6B | 68.99% | |
| 174 | MRKMERCK & CO INC | 220,042 | $12.4B | 67.85% | |
| 175 | CFGCITIZENS FINANCIAL | 290,442 | $12.2B | 66.80% | |
| 176 | CSWCCAPITAL SOUTHWEST | 719,070 | $11.9B | 65.20% | |
| 177 | NTRSNORTHERN TR CORP | 118,699 | $11.9B | 64.97% | |
| 178 | —PACIFIC MERCANT BANC | 1,351,254 | $11.8B | 64.78% | |
| 179 | ARWRARROWHEAD PHARMACEUT | 3,181,350 | $11.7B | 64.15% | |
| 180 | MCXMCCORMICK & CO INC | 106,661 | $10.9B | 59.56% | |
| 181 | —CHEMICAL FINL CORP | 202,709 | $10.8B | 59.39% | |
| 182 | KMXCARMAX INC | 166,975 | $10.7B | 58.67% | |
| 183 | OTICEUROTONOMY INC | 1,902,000 | $10.6B | 57.84% | |
| 184 | LLYELI LILLY & CO | 124,490 | $10.5B | 57.61% | |
| 185 | WMTWAL MART STORES INC | 103,769 | $10.2B | 56.15% | |
| 186 | CWCOCONSOLIDATED WATR CO | 804,513 | $10.1B | 55.54% | |
| 187 | LBRDALIBERTY BROADBAND CORP | 118,237 | $10.1B | 55.10% | |
| 188 | SPGSIMON PPTY INC | 57,955 | $10.0B | 54.54% | |
| 189 | CSIIEURCARDIOVASCULAR SYS | 420,000 | $9.9B | 54.51% | |
| 190 | CDEVEURCENTENNIAL RESOURCE | 495,416 | $9.8B | 53.75% | |
| 191 | —OBSEVA SA | 1,000,000 | $9.8B | 53.48% | |
| 192 | NKENIKE INC | 153,921 | $9.6B | 52.75% | |
| 193 | APDAIR PRODS & CHEMS | 57,247 | $9.4B | 51.47% | |
| 194 | BSFAANI PHARMACEUTICALS | 145,695 | $9.4B | 51.45% | |
| 195 | METAFACEBOOK INC | 53,100 | $9.4B | 51.34% | |
| 196 | ARTNAARTESIAN RESOURCES | 242,361 | $9.3B | 51.20% | |
| 197 | SPBSPECTRUM BRANDS HLD | 82,842 | $9.3B | 51.02% | |
| 198 | MDUMDU RES GROUP INC | 342,762 | $9.2B | 50.48% | |
| 199 | DC/ADUNDEE CORP | 4,559,895 | $9.2B | 50.19% | |
| 200 | WFC 7.5 PERP LWELLS FARGO & CO | 6,977 | $9.1B | 50.08% |