FIRST MANHATTAN CO. LLC. Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$38.1B
Holdings
729
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (729 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK-BBERKSHIRE HATHAWAY INC DEL | 14,077 | $10.6B | 27.90% | |
| 2 | MSFTMICROSOFT CORP | 4,358,015 | $2.1B | 5.53% | |
| 3 | AAPLAPPLE INC | 5,173,749 | $1.4B | 3.69% | |
| 4 | GOOGALPHABET INC | 4,191,392 | $1.3B | 3.45% | |
| 5 | KKRKKR & CO INC | 8,597,044 | $1.1B | 2.87% | |
| 6 | BNBROOKFIELD CORP | 23,795,141 | $1.1B | 2.87% | |
| 7 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,854,555 | $932.0M | 2.45% | |
| 8 | AZOAUTOZONE INC | 261,314 | $886.0M | 2.33% | |
| 9 | ASMLASML HOLDING N V | 792,284 | $847.0M | 2.22% | |
| 10 | ORCLORACLE CORP | 3,982,534 | $776.0M | 2.04% | |
| 11 | AVGOBROADCOM INC | 2,211,185 | $765.0M | 2.01% | |
| 12 | CRMSALESFORCE INC | 2,667,418 | $707.0M | 1.86% | |
| 13 | DHRDANAHER CORPORATION | 2,309,711 | $529.0M | 1.39% | |
| 14 | GOOGLALPHABET INC | 1,602,638 | $501.0M | 1.32% | |
| 15 | AMZNAMAZON COM INC | 2,133,145 | $492.0M | 1.29% | |
| 16 | AMATAPPLIED MATLS INC | 1,885,459 | $484.0M | 1.27% | |
| 17 | VVISA INC | 1,299,451 | $455.0M | 1.19% | |
| 18 | UNHUNITEDHEALTH GROUP INC | 1,353,402 | $446.0M | 1.17% | |
| 19 | TMOTHERMO FISHER SCIENTIFIC INC | 768,910 | $445.0M | 1.17% | |
| 20 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 1,685,067 | $431.0M | 1.13% | |
| 21 | NVDANVIDIA CORPORATION | 2,032,646 | $379.0M | 1.00% | |
| 22 | HONHONEYWELL INTL INC | 1,909,971 | $372.0M | 0.98% | |
| 23 | SNPSSYNOPSYS INC | 784,551 | $368.0M | 0.97% | |
| 24 | LOWLOWES COS INC | 1,498,010 | $361.0M | 0.95% | |
| 25 | LBLANDBRIDGE COMPANY LLC | 6,861,939 | $338.0M | 0.89% | |
| 26 | SPGIS&P GLOBAL INC | 634,837 | $331.0M | 0.87% | |
| 27 | LINLINDE PLC | 721,360 | $307.0M | 0.81% | |
| 28 | 4I1PHILIP MORRIS INTL INC | 1,814,641 | $293.0M | 0.77% | |
| 29 | TPLTEXAS PACIFIC LAND CORPORATI | 1,013,363 | $291.0M | 0.76% | |
| 30 | VOOVANGUARD INDEX FDS | 421,733 | $264.0M | 0.69% | |
| 31 | KNSLKINSALE CAP GROUP INC | 614,647 | $240.0M | 0.63% | |
| 32 | AMRZAMRIZE LTD | 4,036,704 | $218.0M | 0.57% | |
| 33 | ALLYALLY FINL INC | 4,691,207 | $212.0M | 0.56% | |
| 34 | ORLYOREILLY AUTOMOTIVE INC | 2,284,615 | $208.0M | 0.55% | |
| 35 | CPRTCOPART INC | 4,732,646 | $185.0M | 0.49% | |
| 36 | ICEINTERCONTINENTAL EXCHANGE IN | 1,124,200 | $182.0M | 0.48% | |
| 37 | GEVGE VERNOVA INC | 276,244 | $180.0M | 0.47% | |
| 38 | BSXBOSTON SCIENTIFIC CORP | 1,881,937 | $179.0M | 0.47% | |
| 39 | AXPAMERICAN EXPRESS CO | 479,895 | $177.0M | 0.46% | |
| 40 | MCDMCDONALDS CORP | 564,683 | $172.0M | 0.45% | |
| 41 | MARMARRIOTT INTL INC NEW | 540,248 | $167.0M | 0.44% | |
| 42 | UNPUNION PAC CORP | 718,856 | $166.0M | 0.44% | |
| 43 | JNJJOHNSON & JOHNSON | 686,473 | $142.0M | 0.37% | |
| 44 | CSLCARLISLE COS INC | 438,491 | $140.0M | 0.37% | |
| 45 | ABBVABBVIE INC | 606,466 | $138.0M | 0.36% | |
| 46 | BLBLACKLINE INC | 2,428,604 | $134.0M | 0.35% | |
| 47 | —LVMH MOET HENNESSY LOUIS VUITTON | 169,272 | $128.0M | 0.34% | |
| 48 | ACNACCENTURE PLC IRELAND | 474,610 | $127.0M | 0.33% | |
| 49 | METAMETA PLATFORMS INC | 193,855 | $127.0M | 0.33% | |
| 50 | COFCAPITAL ONE FINL CORP | 527,487 | $127.0M | 0.33% | |
| 51 | MTCHMATCH GROUP INC NEW | 3,557,506 | $114.0M | 0.30% | |
| 52 | LLYELI LILLY & CO | 105,997 | $113.0M | 0.30% | |
| 53 | VRTVERTIV HOLDINGS CO | 678,179 | $109.0M | 0.29% | |
| 54 | INTCINTEL CORP | 2,943,484 | $108.0M | 0.28% | |
| 55 | BALLBALL CORP | 2,033,012 | $107.0M | 0.28% | |
| 56 | FMCXNORTHERN LTS FD TR IV | 3,043,333 | $104.0M | 0.27% | |
| 57 | AIZASSURANT INC | 414,642 | $99.0M | 0.26% | |
| 58 | JPMJPMORGAN CHASE & CO. | 299,794 | $96.0M | 0.25% | |
| 59 | MDLZMONDELEZ INTL INC | 1,756,740 | $95.0M | 0.25% | |
| 60 | TMCTMC THE METALS COMPANY INC | 15,315,924 | $94.0M | 0.25% | |
| 61 | SCISERVICE CORP INTL | 1,186,881 | $92.0M | 0.24% | |
| 62 | ABGCENCORA INC | 266,675 | $90.0M | 0.24% | |
| 63 | CSWCSW INDUSTRIALS INC | 273,420 | $80.0M | 0.21% | |
| 64 | RSPINVESCO EXCHANGE TRADED FD T | 380,152 | $72.0M | 0.19% | |
| 65 | NSRGYNESTLE SA | 727,782 | $71.0M | 0.19% | |
| 66 | KOCOCA COLA CO | 1,023,302 | $71.0M | 0.19% | |
| 67 | BIPBROOKFIELD INFRAST PARTNERS | 1,878,459 | $65.0M | 0.17% | |
| 68 | CBCHUBB LIMITED | 201,851 | $63.0M | 0.17% | |
| 69 | GEGE AEROSPACE | 198,321 | $61.0M | 0.16% | |
| 70 | IQVIQVIA HLDGS INC | 268,866 | $60.0M | 0.16% | |
| 71 | BAMBROOKFIELD ASSET MANAGMT LTD | 1,111,922 | $58.0M | 0.15% | |
| 72 | KEYSKEYSIGHT TECHNOLOGIES INC | 288,337 | $58.0M | 0.15% | |
| 73 | VLTOVERALTO CORP | 511,016 | $51.0M | 0.13% | |
| 74 | POOLPOOL CORP | 215,602 | $49.0M | 0.13% | |
| 75 | CRCCANADIAN NAT RES LTD | 1,401,603 | $48.0M | 0.13% | |
| 76 | MCOMOODYS CORP | 90,816 | $46.0M | 0.12% | |
| 77 | SCHWSCHWAB CHARLES CORP | 460,442 | $46.0M | 0.12% | |
| 78 | HLTHILTON WORLDWIDE HLDGS INC | 145,360 | $41.0M | 0.11% | |
| 79 | VOVANGUARD INDEX FDS | 138,832 | $40.0M | 0.11% | |
| 80 | UBERUBER TECHNOLOGIES INC | 483,364 | $39.0M | 0.10% | |
| 81 | DWDMORGAN STANLEY | 219,622 | $38.0M | 0.10% | |
| 82 | MAMASTERCARD INCORPORATED | 67,215 | $38.0M | 0.10% | |
| 83 | AMTAMERICAN TOWER CORP NEW | 200,674 | $35.0M | 0.09% | |
| 84 | WFCWELLS FARGO CO NEW | 369,474 | $34.0M | 0.09% | |
| 85 | ENBENBRIDGE INC | 707,991 | $33.0M | 0.09% | |
| 86 | CMCSACOMCAST CORP NEW | 1,108,247 | $33.0M | 0.09% | |
| 87 | PGPROCTER AND GAMBLE CO | 231,763 | $33.0M | 0.09% | |
| 88 | IBMINTERNATIONAL BUSINESS MACHS | 108,786 | $32.0M | 0.08% | |
| 89 | BABOEING CO | 151,207 | $32.0M | 0.08% | |
| 90 | VIGVANGUARD SPECIALIZED FUNDS | 147,330 | $32.0M | 0.08% | |
| 91 | INGRINGREDION INC | 287,727 | $31.0M | 0.08% | |
| 92 | SOXXISHARES TR | 101,086 | $30.0M | 0.08% | |
| 93 | AMGNAMGEN INC | 92,933 | $30.0M | 0.08% | |
| 94 | SBUXSTARBUCKS CORP | 366,379 | $30.0M | 0.08% | |
| 95 | QXOQXO INC | 1,578,055 | $30.0M | 0.08% | |
| 96 | BAHBOOZ ALLEN HAMILTON HLDG COR | 342,934 | $28.0M | 0.07% | |
| 97 | IVVISHARES TR | 40,230 | $27.0M | 0.07% | |
| 98 | SNASNAP ON INC | 77,744 | $26.0M | 0.07% | |
| 99 | VYMVANGUARD WHITEHALL FDS | 182,198 | $26.0M | 0.07% | |
| 100 | DEODIAGEO PLC | 292,125 | $25.0M | 0.07% |
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