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 |
|---|---|---|---|---|---|
| 101 | GGGGRACO INC | 305,075 | $25.0M | 0.07% | |
| 102 | VHTVANGUARD WORLD FD | 88,119 | $25.0M | 0.07% | |
| 103 | DISDISNEY WALT CO | 210,175 | $24.0M | 0.06% | |
| 104 | SPYSPDR S&P 500 ETF TR | 36,119 | $24.0M | 0.06% | |
| 105 | NKENIKE INC | 376,851 | $24.0M | 0.06% | |
| 106 | NVGSNAVIGATOR HLDGS LTD | 1,430,009 | $24.0M | 0.06% | |
| 107 | SYKSTRYKER CORPORATION | 66,412 | $23.0M | 0.06% | |
| 108 | NEENEXTERA ENERGY INC | 285,170 | $22.0M | 0.06% | |
| 109 | BXBLACKSTONE INC | 144,823 | $22.0M | 0.06% | |
| 110 | BUDANHEUSER BUSCH INBEV SA/NV | 345,265 | $22.0M | 0.06% | |
| 111 | MLMMARTIN MARIETTA MATLS INC | 35,105 | $21.0M | 0.06% | |
| 112 | BXPBXP INC | 311,319 | $21.0M | 0.06% | |
| 113 | APHAMPHENOL CORP NEW | 160,917 | $21.0M | 0.06% | |
| 114 | VBVANGUARD INDEX FDS | 82,749 | $21.0M | 0.06% | |
| 115 | XOMEXXON MOBIL CORP | 178,099 | $21.0M | 0.06% | |
| 116 | HHHHOWARD HUGHES HOLDINGS INC | 271,791 | $21.0M | 0.06% | |
| 117 | HDHOME DEPOT INC | 58,301 | $20.0M | 0.05% | |
| 118 | USBUS BANCORP DEL | 374,765 | $20.0M | 0.05% | |
| 119 | AWCAMERICAN WTR WKS CO INC NEW | 145,808 | $19.0M | 0.05% | |
| 120 | AMDADVANCED MICRO DEVICES INC | 86,451 | $18.0M | 0.05% | |
| 121 | DYHTARGET CORP | 193,973 | $18.0M | 0.05% | |
| 122 | PEPPEPSICO INC | 125,874 | $18.0M | 0.05% | |
| 123 | LLOEWS CORP | 178,342 | $18.0M | 0.05% | |
| 124 | COSTCOSTCO WHSL CORP NEW | 20,491 | $17.0M | 0.04% | |
| 125 | GQ9SPDR GOLD TR | 44,934 | $17.0M | 0.04% | |
| 126 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 53,061 | $16.0M | 0.04% | |
| 127 | VEAVANGUARD TAX-MANAGED FDS | 264,747 | $16.0M | 0.04% | |
| 128 | DEIDOUGLAS EMMETT INC | 1,519,447 | $16.0M | 0.04% | |
| 129 | MRKMERCK & CO INC | 156,577 | $16.0M | 0.04% | |
| 130 | BACBANK AMERICA CORP | 304,454 | $16.0M | 0.04% | |
| 131 | WBIWATERBRIDGE INFRASTRUCTURE L | 803,720 | $16.0M | 0.04% | |
| 132 | AXSAXIS CAP HLDGS LTD | 153,810 | $16.0M | 0.04% | |
| 133 | CMCCOMMERCIAL METALS CO | 228,048 | $15.0M | 0.04% | |
| 134 | WMTWALMART INC | 140,048 | $15.0M | 0.04% | |
| 135 | ADPAUTOMATIC DATA PROCESSING IN | 59,850 | $15.0M | 0.04% | |
| 136 | ABTABBOTT LABS | 122,548 | $15.0M | 0.04% | |
| 137 | RRCRANGE RES CORP | 402,557 | $14.0M | 0.04% | |
| 138 | COPCONOCOPHILLIPS | 146,520 | $13.0M | 0.03% | |
| 139 | KDKYNDRYL HLDGS INC | 496,726 | $13.0M | 0.03% | |
| 140 | 0HQKCBL & ASSOC PPTYS INC | 367,879 | $13.0M | 0.03% | |
| 141 | CCKCROWN HLDGS INC | 129,316 | $13.0M | 0.03% | |
| 142 | GTESGATES INDL CORP PLC | 612,175 | $13.0M | 0.03% | |
| 143 | RPMRPM INTL INC | 128,401 | $13.0M | 0.03% | |
| 144 | AMALAMALGAMATED FINANCIAL CORP | 407,025 | $13.0M | 0.03% | |
| 145 | HCAHCA HEALTHCARE INC | 28,783 | $13.0M | 0.03% | |
| 146 | MKLMARKEL GROUP INC | 6,267 | $13.0M | 0.03% | |
| 147 | TRSTRIMAS CORP | 342,070 | $12.0M | 0.03% | |
| 148 | QSRRESTAURANT BRANDS INTL INC | 182,326 | $12.0M | 0.03% | |
| 149 | CHTRCHARTER COMMUNICATIONS INC N | 60,403 | $12.0M | 0.03% | |
| 150 | LRCXLAM RESEARCH CORP | 75,673 | $12.0M | 0.03% | |
| 151 | NEMNEWMONT CORP | 123,342 | $12.0M | 0.03% | |
| 152 | RTXRTX CORPORATION | 70,779 | $12.0M | 0.03% | |
| 153 | EPDENTERPRISE PRODS PARTNERS L | 403,069 | $12.0M | 0.03% | |
| 154 | JEFJEFFERIES FINL GROUP INC | 193,639 | $11.0M | 0.03% | |
| 155 | LVMUYLVMH MOET HENNESSY LOUIS VUITTON SA UNPSPONSORED ADR | 75,411 | $11.0M | 0.03% | |
| 156 | TRVTRAVELERS COMPANIES INC | 38,790 | $11.0M | 0.03% | |
| 157 | AQLTISHARES TR | 130,366 | $11.0M | 0.03% | |
| 158 | NTRNUTRIEN LTD | 190,576 | $11.0M | 0.03% | |
| 159 | VIOVVANGUARD ADMIRAL FDS INC | 120,055 | $11.0M | 0.03% | |
| 160 | AERAERCAP HOLDINGS NV | 74,522 | $10.0M | 0.03% | |
| 161 | CSCOCISCO SYS INC | 136,534 | $10.0M | 0.03% | |
| 162 | CIENCIENA CORP | 46,141 | $10.0M | 0.03% | |
| 163 | GRBKGREEN BRICK PARTNERS INC | 173,883 | $10.0M | 0.03% | |
| 164 | TACTRANSALTA CORP | 793,222 | $10.0M | 0.03% | |
| 165 | BAERBRIDGER AEROSPACE GRP HLDGS | 5,513,555 | $10.0M | 0.03% | |
| 166 | VWOVANGUARD INTL EQUITY INDEX F | 187,657 | $10.0M | 0.03% | |
| 167 | GILDGILEAD SCIENCES INC | 82,165 | $10.0M | 0.03% | |
| 168 | HBANHUNTINGTON BANCSHARES INC | 528,859 | $9.0M | 0.02% | |
| 169 | NATLNCR ATLEOS CORPORATION | 261,675 | $9.0M | 0.02% | |
| 170 | CWCOCONSOLIDATED WATER CO INC | 267,522 | $9.0M | 0.02% | |
| 171 | MSAMSA SAFETY INC | 57,425 | $9.0M | 0.02% | |
| 172 | AG8AGILENT TECHNOLOGIES INC | 71,055 | $9.0M | 0.02% | |
| 173 | MSIMOTOROLA SOLUTIONS INC | 25,199 | $9.0M | 0.02% | |
| 174 | PNCPNC FINL SVCS GROUP INC | 47,530 | $9.0M | 0.02% | |
| 175 | QCOMQUALCOMM INC | 57,767 | $9.0M | 0.02% | |
| 176 | CVXCHEVRON CORP NEW | 52,582 | $8.0M | 0.02% | |
| 177 | TMHCTAYLOR MORRISON HOME CORP | 136,880 | $8.0M | 0.02% | |
| 178 | ADTADT INC DEL | 1,076,725 | $8.0M | 0.02% | |
| 179 | AONAON PLC | 25,456 | $8.0M | 0.02% | |
| 180 | FTVFORTIVE CORP | 148,905 | $8.0M | 0.02% | |
| 181 | ETNEATON CORP PLC | 26,076 | $8.0M | 0.02% | |
| 182 | SRESEMPRA | 99,376 | $8.0M | 0.02% | |
| 183 | YUMYUM BRANDS INC | 57,259 | $8.0M | 0.02% | |
| 184 | WFC 7.5 PERP LWELLS FARGO CO NEW | 7,365 | $8.0M | 0.02% | |
| 185 | HSICHENRY SCHEIN INC | 117,726 | $8.0M | 0.02% | |
| 186 | A4SAMERIPRISE FINL INC | 16,585 | $8.0M | 0.02% | |
| 187 | APOAPOLLO GLOBAL MGMT INC | 56,102 | $8.0M | 0.02% | |
| 188 | TRVCCITIGROUP INC | 75,811 | $8.0M | 0.02% | |
| 189 | EMREMERSON ELEC CO | 63,132 | $8.0M | 0.02% | |
| 190 | NTRSNORTHERN TR CORP | 64,986 | $8.0M | 0.02% | |
| 191 | PSXPHILLIPS 66 | 55,494 | $7.0M | 0.02% | |
| 192 | MSEXMIDDLESEX WTR CO | 147,228 | $7.0M | 0.02% | |
| 193 | MTXMINERALS TECHNOLOGIES INC | 120,515 | $7.0M | 0.02% | |
| 194 | FMCENORTHERN LTS FD TR IV | 279,716 | $7.0M | 0.02% | |
| 195 | SRLNSSGA ACTIVE ETF TR | 180,074 | $7.0M | 0.02% | |
| 196 | QLTYGMO ETF TRUST | 200,937 | $7.0M | 0.02% | |
| 197 | BEPBROOKFIELD RENEWABLE PARTNER | 280,433 | $7.0M | 0.02% | |
| 198 | NDAQNASDAQ INC | 81,118 | $7.0M | 0.02% | |
| 199 | TJXTJX COS INC NEW | 46,551 | $7.0M | 0.02% | |
| 200 | BKLNINVESCO EXCH TRADED FD TR II | 350,000 | $7.0M | 0.02% |