FIRST MANHATTAN CO. LLC. Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$38.1T

Holdings

729

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (729 positions)

#StockSharesValue% PortfolioType
201
MRBKMERIDIAN CORPORATION
437,696$7.0B0.02%
202
VPLVANGUARD INTL EQUITY INDEX F
68,057$6.0B0.02%
203
CLCOLGATE PALMOLIVE CO
83,079$6.0B0.02%
204
RCLROYAL CARIBBEAN GROUP
24,090$6.0B0.02%
205
PRPERMIAN RESOURCES CORP
489,755$6.0B0.02%
206
AGIALAMOS GOLD INC NEW
158,476$6.0B0.02%
207
TXNTEXAS INSTRS INC
38,489$6.0B0.02%
208
CBZCBIZ INC
138,220$6.0B0.02%
209
VBRVANGUARD INDEX FDS
30,104$6.0B0.02%
210
NVSNNOVARTIS AG
45,906$6.0B0.02%
211
ELVELEVANCE HEALTH INC FORMERLY
18,317$6.0B0.02%
212
NDQINVESCO QQQ TR
9,100$5.0B0.01%
213
WMBWILLIAMS COS INC
91,624$5.0B0.01%
214
NWENORTHWESTERN ENERGY GROUP IN
85,765$5.0B0.01%
215
WHWYNDHAM HOTELS & RESORTS INC
75,521$5.0B0.01%
216
UPSUNITED PARCEL SERVICE INC
52,280$5.0B0.01%
217
GPGICOMPOSECURE INC
276,447$5.0B0.01%
218
KLACKLA CORP
4,386$5.0B0.01%
219
AJGGALLAGHER ARTHUR J & CO
22,087$5.0B0.01%
220
MRSHMARSH & MCLENNAN COS INC
30,282$5.0B0.01%
221
EVRGEVERGY INC
77,983$5.0B0.01%
222
NOWSERVICENOW INC
33,415$5.0B0.01%
223
NINISOURCE INC
138,864$5.0B0.01%
224
GLGLOBE LIFE INC
36,825$5.0B0.01%
225
ESQESQUIRE FINL HLDGS INC
53,085$5.0B0.01%
226
TMUST-MOBILE US INC
25,197$5.0B0.01%
227
IDAIDACORP INC
43,325$5.0B0.01%
228
VONEVANGUARD SCOTTSDALE FDS
17,391$5.0B0.01%
229
VTIVANGUARD INDEX FDS
17,560$5.0B0.01%
230
AEEAMEREN CORP
60,047$5.0B0.01%
231
CLVTCLARIVATE PLC
1,534,325$5.0B0.01%
232
CSXCSX CORP
159,393$5.0B0.01%
233
WBDWARNER BROS DISCOVERY INC
139,241$4.0B0.01%
234
BOCBOSTON OMAHA CORP
333,967$4.0B0.01%
235
REGREGENCY CTRS CORP
65,707$4.0B0.01%
236
LBRDKLIBERTY BROADBAND CORP
99,121$4.0B0.01%
237
CSWCCAPITAL SOUTHWEST CORP
206,002$4.0B0.01%
238
ROSTROSS STORES INC
25,989$4.0B0.01%
239
RHLDRESOLUTE HLDGS MGMT INC
22,840$4.0B0.01%
240
CFBKCF BANKSHARES INC
187,022$4.0B0.01%
241
WTRGESSENTIAL UTILS INC
130,006$4.0B0.01%
242
DEDEERE & CO
9,872$4.0B0.01%
243
MCKMCKESSON CORP
5,771$4.0B0.01%
244
BMYBRISTOL-MYERS SQUIBB CO
89,465$4.0B0.01%
245
KMXCARMAX INC
106,467$4.0B0.01%
246
HTOH2O AMERICA
85,761$4.0B0.01%
247
VCITVANGUARD SCOTTSDALE FDS
49,755$4.0B0.01%
248
MOALTRIA GROUP INC
81,454$4.0B0.01%
249
SIRISIRIUSXM HOLDINGS INC
229,320$4.0B0.01%
250
VGKVANGUARD INTL EQUITY INDEX F
48,056$4.0B0.01%
251
PFEPFIZER INC
189,861$4.0B0.01%
252
MMM3M CO
28,503$4.0B0.01%
253
VTVVANGUARD INDEX FDS
23,308$4.0B0.01%
254
CPKCHESAPEAKE UTILS CORP
35,470$4.0B0.01%
255
ADIANALOG DEVICES INC
17,457$4.0B0.01%
256
XYLXYLEM INC
30,161$4.0B0.01%
257
TDWTIDEWATER INC NEW
60,900$3.0B0.01%
258
RCORESOURCES CONNECTION INC
750,950$3.0B0.01%
259
PAYOPAYONEER GLOBAL INC
617,574$3.0B0.01%
260
AGGISHARES TR
37,965$3.0B0.01%
261
MNSBMAINSTREET BANCSHARES INC
188,108$3.0B0.01%
262
ONTOONTO INNOVATION INC
23,018$3.0B0.01%
263
OGEOGE ENERGY CORP
78,429$3.0B0.01%
264
VONVVANGUARD SCOTTSDALE FDS
35,488$3.0B0.01%
265
NNBRNN INC
3,003,800$3.0B0.01%
266
BKNGBOOKING HOLDINGS INC
643$3.0B0.01%
267
OTISOTIS WORLDWIDE CORP
36,711$3.0B0.01%
268
CUCAAVIS BUDGET GROUP
27,024$3.0B0.01%
269
MPCMARATHON PETE CORP
18,576$3.0B0.01%
270
CALCALERES INC
319,074$3.0B0.01%
271
INTUINTUIT
5,161$3.0B0.01%
272
PORPORTLAND GEN ELEC CO
64,783$3.0B0.01%
273
SLBSLB LIMITED
92,319$3.0B0.01%
274
WMWASTE MGMT INC DEL
14,869$3.0B0.01%
275
CMGCHIPOTLE MEXICAN GRILL INC
88,903$3.0B0.01%
276
KNFKNIFE RIVER CORP
55,909$3.0B0.01%
277
ITWILLINOIS TOOL WKS INC
15,878$3.0B0.01%
278
PGRPROGRESSIVE CORP
13,566$3.0B0.01%
279
IJRISHARES TR
32,849$3.0B0.01%
280
DMACDIAMEDICA THERAPEUTICS INC
405,000$3.0B0.01%
281
SGSWEETGREEN INC
532,630$3.0B0.01%
282
OTTROTTER TAIL CORP
38,210$3.0B0.01%
283
FWONALIBERTY MEDIA CORP DEL
33,140$3.0B0.01%
284
NFLXNETFLIX INC
32,432$3.0B0.01%
285
LAMRLAMAR ADVERTISING CO NEW
30,746$3.0B0.01%
286
IYWISHARES TR
15,916$3.0B0.01%
287
FITBFIFTH THIRD BANCORP
67,884$3.0B0.01%
288
MCXMCCORMICK & CO INC
49,365$3.0B0.01%
289
IEMGISHARES INC
51,017$3.0B0.01%
290
PHMPULTE GROUP INC
32,980$3.0B0.01%
291
CPTCAMDEN PPTY TR
29,700$3.0B0.01%
292
AIGAMERICAN INTL GROUP INC
27,351$2.0B0.01%
293
AVUVAMERICAN CENTY ETF TR
26,855$2.0B0.01%
294
CEF/USPROTT ASSET MANAGEMENT LP
61,419$2.0B0.01%
295
GSGOLDMAN SACHS GROUP INC
2,628$2.0B0.01%
296
PYPLPAYPAL HLDGS INC
38,504$2.0B0.01%
297
BKBANK NEW YORK MELLON CORP
24,524$2.0B0.01%
298
VXUSVANGUARD STAR FDS
29,663$2.0B0.01%
299
FWONALIBERTY MEDIA CORP DEL
28,153$2.0B0.01%
300
SPDWSPDR INDEX SHS FDS
55,118$2.0B0.01%
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