FIRST MANHATTAN CO. LLC. Q4 2020 Filing
Filed February 16, 2021
Portfolio Value
$20.9B
Holdings
1,400
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (1,400 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK-BBERKSHIRE HATHAWAY INC DEL | 14,525 | $5.1T | 24178.67% | |
| 2 | AAPLAPPLE INC | 10,430,805 | $1.4T | 6624.05% | |
| 3 | MSFTMICROSOFT CORP | 5,207,359 | $1.2T | 5543.20% | |
| 4 | BAMBROOKFIELD ASSET MGMT INC | 18,946,289 | $781.9B | 3742.20% | |
| 5 | —IAC INTERACTIVECORP NEW | 2,814,437 | $532.9B | 2550.49% | |
| 6 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,200,430 | $510.2B | 2441.85% | |
| 7 | DHRDANAHER CORPORATION | 2,240,199 | $497.6B | 2381.67% | |
| 8 | GOOGALPHABET INC | 264,504 | $463.4B | 2217.72% | |
| 9 | UNHUNITEDHEALTH GROUP INC | 1,239,148 | $434.5B | 2079.71% | |
| 10 | HONHONEYWELL INTL INC | 1,443,030 | $306.9B | 1468.97% | |
| 11 | JNJJOHNSON & JOHNSON | 1,929,229 | $303.6B | 1453.12% | |
| 12 | AZOAUTOZONE INC | 239,778 | $284.2B | 1360.37% | |
| 13 | IAA-WUSDIAA INC | 4,328,104 | $281.2B | 1346.00% | |
| 14 | VVISA INC | 1,212,197 | $265.1B | 1268.97% | |
| 15 | ORCLORACLE CORP | 3,993,626 | $258.3B | 1236.44% | |
| 16 | KKRKKR & CO INC | 6,327,853 | $256.2B | 1226.23% | |
| 17 | TMOTHERMO FISHER SCIENTIFIC INC | 542,849 | $252.8B | 1210.12% | |
| 18 | ACNACCENTURE PLC IRELAND | 861,384 | $225.0B | 1076.85% | |
| 19 | CMCSACOMCAST CORP NEW | 4,140,748 | $217.0B | 1038.43% | |
| 20 | PYPLPAYPAL HLDGS INC | 876,579 | $205.3B | 982.53% | |
| 21 | GDDYGODADDY INC | 2,346,627 | $194.7B | 931.59% | |
| 22 | KEYSKEYSIGHT TECHNOLOGIES INC | 1,400,970 | $185.1B | 885.66% | |
| 23 | ICEINTERCONTINENTAL EXCHANGE IN | 1,601,136 | $184.6B | 883.46% | |
| 24 | METAFACEBOOK INC | 663,830 | $181.3B | 867.84% | |
| 25 | MCDMCDONALDS CORP | 774,414 | $166.2B | 795.31% | |
| 26 | MDLZMONDELEZ INTL INC | 2,645,628 | $154.7B | 740.33% | |
| 27 | 4I1PHILIP MORRIS INTL INC | 1,770,606 | $146.6B | 701.56% | |
| 28 | GOOGLALPHABET INC | 83,106 | $145.7B | 697.09% | |
| 29 | FISFIDELITY NATL INFORMATION SV | 918,666 | $130.0B | 621.95% | |
| 30 | KOCOCA COLA CO | 2,359,805 | $129.4B | 619.35% | |
| 31 | MARMARRIOTT INTL INC NEW | 957,033 | $126.3B | 604.23% | |
| 32 | ABBVABBVIE INC | 1,117,824 | $119.8B | 573.23% | |
| 33 | NEENEXTERA ENERGY INC | 1,518,057 | $117.1B | 560.52% | |
| 34 | ALLYALLY FINL INC | 3,150,245 | $112.3B | 537.64% | |
| 35 | TPLUSDTEXAS PAC LD TR | 149,400 | $108.6B | 519.82% | |
| 36 | MTCHMATCH GROUP INC NEW | 717,455 | $108.5B | 519.14% | |
| 37 | LSXMKUSDLIBERTY MEDIA CORP DEL | 2,419,998 | $105.3B | 503.93% | |
| 38 | NKENIKE INC | 706,018 | $99.9B | 478.02% | |
| 39 | ORLYOREILLY AUTOMOTIVE INC | 216,947 | $98.2B | 469.90% | |
| 40 | ARWRARROWHEAD PHARMACEUTICALS IN | 1,250,369 | $95.9B | 459.16% | |
| 41 | AXPAMERICAN EXPRESS CO | 758,506 | $91.7B | 438.92% | |
| 42 | BIPBROOKFIELD INFRAST PARTNERS | 1,740,698 | $86.0B | 411.54% | |
| 43 | AMGNAMGEN INC | 373,638 | $85.9B | 411.15% | |
| 44 | BUDANHEUSER BUSCH INBEV SA/NV | 1,116,449 | $78.0B | 373.54% | |
| 45 | AMTAMERICAN TOWER CORP NEW | 339,244 | $76.1B | 364.43% | |
| 46 | FTVFORTIVE CORP | 1,038,944 | $73.6B | 352.14% | |
| 47 | AMZNAMAZON COM INC | 22,482 | $73.2B | 350.44% | |
| 48 | LYBLYONDELLBASELL INDUSTRIES N | 782,668 | $71.7B | 343.34% | |
| 49 | CSWCSW INDUSTRIALS INC | 598,094 | $66.9B | 320.33% | |
| 50 | DISDISNEY WALT CO | 343,447 | $62.2B | 297.81% | |
| 51 | SCISERVICE CORP INTL | 1,234,879 | $60.6B | 290.18% | |
| 52 | BKNGBOOKING HOLDINGS INC | 27,208 | $60.6B | 290.02% | |
| 53 | GILDGILEAD SCIENCES INC | 1,039,079 | $60.5B | 289.72% | |
| 54 | COFCAPITAL ONE FINL CORP | 582,571 | $57.6B | 275.61% | |
| 55 | CHTRCHARTER COMMUNICATIONS INC N | 82,371 | $54.5B | 260.80% | |
| 56 | ENBENBRIDGE INC | 1,642,898 | $52.6B | 251.53% | |
| 57 | SPGIS&P GLOBAL INC | 158,049 | $52.0B | 248.65% | |
| 58 | RTXRAYTHEON TECHNOLOGIES CORP | 716,745 | $51.3B | 245.30% | |
| 59 | BILIBILIBILI INC | 556,685 | $47.7B | 228.38% | |
| 60 | DDOMINION ENERGY INC | 618,132 | $46.5B | 222.47% | |
| 61 | BABAALIBABA GROUP HLDG LTD | 199,139 | $46.3B | 221.80% | |
| 62 | TRVCCITIGROUP INC | 749,280 | $46.2B | 221.11% | |
| 63 | LBRDKLIBERTY BROADBAND CORP | 284,499 | $45.1B | 215.64% | |
| 64 | MCOMOODYS CORP | 153,508 | $44.6B | 213.23% | |
| 65 | USBUS BANCORP DEL | 942,776 | $43.9B | 210.21% | |
| 66 | SYKSTRYKER CORPORATION | 175,200 | $42.9B | 205.47% | |
| 67 | PGPROCTER AND GAMBLE CO | 307,126 | $42.7B | 204.52% | |
| 68 | PFEPFIZER INC | 1,133,523 | $41.7B | 199.69% | |
| 69 | CARAEURCARA THERAPEUTICS INC | 2,657,796 | $40.2B | 192.45% | |
| 70 | BABOEING CO | 176,647 | $37.8B | 180.97% | |
| 71 | HUMHUMANA INC | 91,300 | $37.5B | 179.27% | |
| 72 | AEEAMEREN CORP | 471,720 | $36.8B | 176.23% | |
| 73 | CMECME GROUP INC | 201,649 | $36.7B | 175.69% | |
| 74 | CRCCANADIAN NAT RES LTD | 1,519,928 | $36.6B | 174.95% | |
| 75 | VIPSVIPSHOP HOLDINGS LIMITED | 1,300,000 | $36.5B | 174.89% | |
| 76 | SYSO YOUNG INTERNATIONAL INC | 3,180,147 | $35.3B | 169.09% | |
| 77 | BACVERIZON COMMUNICATIONS INC | 592,119 | $34.8B | 166.49% | |
| 78 | GGGGRACO INC | 456,000 | $33.0B | 157.90% | |
| 79 | GOOSCANADA GOOSE HLDGS INC | 1,107,165 | $33.0B | 157.74% | |
| 80 | AWCAMERICAN WTR WKS CO INC NEW | 211,407 | $32.4B | 155.28% | |
| 81 | JPMJPMORGAN CHASE & CO | 253,982 | $32.3B | 154.46% | |
| 82 | INGRINGREDION INC | 402,137 | $31.6B | 151.41% | |
| 83 | BEPBROOKFIELD RENEWABLE PARTNER | 726,907 | $31.4B | 150.12% | |
| 84 | IQVIQVIA HLDGS INC | 172,940 | $31.0B | 148.29% | |
| 85 | UPSUNITED PARCEL SERVICE INC | 181,858 | $30.6B | 146.57% | |
| 86 | STAYUSDEXTENDED STAY AMER INC | 1,956,322 | $29.0B | 138.66% | |
| 87 | IBMINTERNATIONAL BUSINESS MACHS | 226,310 | $28.5B | 136.34% | |
| 88 | NVSNNOVARTIS AG | 300,171 | $28.3B | 135.66% | |
| 89 | 2L9BLUEPRINT MEDICINES CORP | 246,031 | $27.6B | 132.05% | |
| 90 | JOYYJOYY INC | 344,824 | $27.6B | 131.99% | |
| 91 | BAXBAXTER INTL INC | 321,981 | $25.8B | 123.64% | |
| 92 | VYMVANGUARD WHITEHALL FDS | 269,927 | $24.7B | 118.22% | |
| 93 | ZBHZIMMER BIOMET HOLDINGS INC | 152,450 | $23.5B | 112.43% | |
| 94 | TRSTRIMAS CORP | 739,810 | $23.4B | 112.13% | |
| 95 | DISCKUSDDISCOVERY INC | 860,892 | $22.5B | 107.90% | |
| 96 | BSXBOSTON SCIENTIFIC CORP | 624,992 | $22.5B | 107.53% | |
| 97 | SNASNAP ON INC | 128,654 | $22.0B | 105.37% | |
| 98 | MMM3M CO | 123,137 | $21.5B | 103.01% | |
| 99 | LOWLOWES COS INC | 133,621 | $21.4B | 102.64% | |
| 100 | —BROOKFIELD PROPERTY PARTRS L | 1,466,356 | $21.2B | 101.41% |
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