FIRST MANHATTAN CO. LLC. Q4 2019 Filing

Filed February 13, 2020

Portfolio Value

$19.9B

Holdings

1,354

Report Date

Q4 2019

Filing Type

13F-HR

All Holdings (1,354 positions)

StockValue
BRK-BBERKSHIRE HATHAWAY
$5.3B
MSFTMICROSOFT CORP
$894.4M
AAPLAPPLE INC
$850.9M
BAMBROOKFIELD ASSET MGT
$758.5M
BRK/BBERKSHIRE HATHAWAY
$528.4M
NSRGYNESTLE S A
$460.3M
DHRDANAHER CORP
$376.1M
GOOGALPHABET INC
$365.0M
JNJJOHNSON & JOHNSON
$335.7M
HONHONEYWELL INTL INC
$276.5M
IACIEURIAC INTERACTIVECORP
$268.1M
IAA-WUSDIAA INC
$243.5M
ORCLORACLE CORP
$217.0M
AZOAUTOZONE INC
$212.7M
SCISERVICE CORP INTL
$206.7M
GDDYGODADDY INC
$198.2M
MDLZMONDELEZ INTL INC
$192.3M
KKRKKR & CO INC
$191.6M
DNKNDUNKIN BRANDS GR
$188.9M
TMOTHERMO FISHER SCI
$182.2M
ACNACCENTURE PLC
$175.9M
UNHUNITEDHEALTH GRP INC
$168.6M
ICEINTER CONTINENTAL EX
$154.8M
WBC1EURWABCO HOLDINGS
$150.3M
CMCSACOMCAST CORP
$149.4M
4I1PHILIP MORRIS INTL
$148.7M
OPLNKAR AUCTION SERVIC
$147.1M
FISFIDELITY NATL INFO
$144.8M
RECKITT BENCKISER GR
$140.5M
KOCOCA-COLA CO
$132.6M
LSXMKUSDLIBERTY SIRIUS GROUP
$131.9M
ARWRARROWHEAD PHARMACEUT
$131.2M
TPLUSDTEXAS PAC LD TR
$121.1M
AXPAMERICAN EXPRESS CO
$120.8M
PFEPFIZER INC
$119.0M
UTXZUNITED TECHNOLOGIES
$118.8M
WFCWELLS FARGO & CO
$118.0M
GILDGILEAD SCIENCES INC
$109.4M
GOOGLALPHABET INC
$105.2M
ULTAULTA BEAUTY INC
$103.0M
ALLYALLY FINL INC
$101.7M
PYPLPAYPAL HLDGS INC
$95.5M
ENBENBRIDGE INC
$93.7M
COFCAPITAL ONE FINL CO
$91.8M
BIPBROOKFIELD INFR PRTR
$91.6M
MCDMCDONALDS CORP
$90.3M
LYBLYONDELLBASELL INDUS
$83.8M
0VVBVIACOMCBS INC
$82.3M
VVISA INC
$79.0M
USBUS BANCORP DEL
$75.1M
MTDMETTLER TOLEDO INTL
$67.6M
FTVFORTIVE CORPORATION
$65.7M
CBCHUBB LIMITED
$61.2M
RHIROBERT HALF INTL INC
$58.8M
BILIBILIBILI INC
$58.5M
ARMKARAMARK
$58.2M
DISCKUSDDISCOVERY INC
$55.1M
TRVCCITIGROUP INC
$55.0M
AMGNAMGEN INC
$54.2M
DISWALT DISNEY CO
$53.2M
LENLENNAR CORP
$51.2M
AEEAMEREN CORPORATION
$51.1M
CSWCSW INDUSTRIALS IN
$50.3M
CRCCDN NATURAL RES
$47.8M
JPMJPMORGAN CHASE & CO
$47.8M
BUDANHEUSER BUSCH INBEV
$44.9M
GTESGATES INDL CORP PL
$44.9M
IBMINTL BUSINESS MCHN
$44.0M
CMECME GROUP INC
$43.7M
SPGIS&P GLOBAL INC
$42.7M
RTN1USDRAYTHEON
$42.7M
PGPROCTER & GAMBLE CO
$42.1M
BRXBRIXMOR PROPERTY G
$40.6M
INGRINGREDION INCORPRTD
$40.3M
BROOKFIELD PROPERTY
$39.8M
MCOMOODYS CORP
$38.8M
ZBHZIMMER BIOMET HLDS
$38.6M
BACVERIZON COMMUNICATIO
$36.7M
COPCONOCOPHILLIPS
$36.3M
LBRDKLIBERTY BROADBAND CORP
$35.2M
ENTAENANTA PHARMACEUTI
$33.8M
DHID R HORTON INC
$33.4M
ORIOLD REP INTL CORP
$31.3M
SYKSTRYKER CORP
$29.1M
VYMVANGUARD WHITEHALL F
$28.9M
ORLYO'REILLY AUTOMOTIVE
$28.5M
AWCAMERICAN WTR WKS CO
$27.2M
BABOEING CO
$27.1M
MMM3M COMPANY
$27.0M
TRSTRIMAS CORP
$27.0M
HHC*HOWARD HUGHES
$26.9M
METAFACEBOOK INC
$26.6M
SNASNAP-ON INC
$26.1M
S9QSPIRIT AEROSYSTEMS
$26.0M
BEPBROOKFIELD RENEWABLE
$25.2M
CBZCBIZ INC
$25.0M
GGGGRACO INC
$24.2M
XOMEXXON MOBIL CORP
$23.7M
CARAEURCARA THERAPEUTICS
$23.2M
UPSUNITED PARCEL SERVIC
$23.1M
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