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 |
|---|---|---|---|---|---|
| 301 | CFGCITIZENS FINL GROUP INC | 46,204 | $2.0B | 5.25% | |
| 302 | RALRALLIANT CORP | 40,313 | $2.0B | 5.25% | |
| 303 | CHMGCHEMUNG FINL CORP | 36,030 | $2.0B | 5.25% | |
| 304 | ARESARES MANAGEMENT CORPORATION | 17,634 | $2.0B | 5.25% | |
| 305 | CATCATERPILLAR INC | 4,585 | $2.0B | 5.25% | |
| 306 | EXPEEXPEDIA GROUP INC | 8,371 | $2.0B | 5.25% | |
| 307 | PLDPROLOGIS INC. | 23,034 | $2.0B | 5.25% | |
| 308 | TSLATESLA INC | 4,600 | $2.0B | 5.25% | |
| 309 | EUSAISHARES INC | 25,162 | $2.0B | 5.25% | |
| 310 | EFSCENTERPRISE FINL SVCS CORP | 38,785 | $2.0B | 5.25% | |
| 311 | PBRPETROLEO BRASILEIRO SA PETRO | 168,618 | $2.0B | 5.25% | |
| 312 | NRIMNORTHRIM BANCORP INC | 94,268 | $2.0B | 5.25% | |
| 313 | CVSCVS HEALTH CORP | 34,814 | $2.0B | 5.25% | |
| 314 | NUENUCOR CORP | 12,410 | $2.0B | 5.25% | |
| 315 | GMGENERAL MTRS CO | 32,683 | $2.0B | 5.25% | |
| 316 | COTYCOTY INC | 829,375 | $2.0B | 5.25% | |
| 317 | PHYS/USPROTT ASSET MANAGEMENT LP | 65,599 | $2.0B | 5.25% | |
| 318 | PSNLPERSONALIS INC | 373,822 | $2.0B | 5.25% | |
| 319 | IBDRISHARES TR | 106,889 | $2.0B | 5.25% | |
| 320 | LENLENNAR CORP | 21,717 | $2.0B | 5.25% | |
| 321 | PAASPAN AMERN SILVER CORP | 50,662 | $2.0B | 5.25% | |
| 322 | CRLCHARLES RIV LABS INTL INC | 10,837 | $2.0B | 5.25% | |
| 323 | BCMLBAYCOM CORP | 94,836 | $2.0B | 5.25% | |
| 324 | MDUMDU RES GROUP INC | 124,493 | $2.0B | 5.25% | |
| 325 | NIJNELNET INC | 21,763 | $2.0B | 5.25% | |
| 326 | MTBASIMPLIFY EXCHANGE TRADED FUN | 50,000 | $2.0B | 5.25% | |
| 327 | FRSTPRIMIS FINANCIAL CORP | 166,901 | $2.0B | 5.25% | |
| 328 | BRKRBRUKER CORP | 48,023 | $2.0B | 5.25% | |
| 329 | SMHISEACOR MARINE HLDGS INC | 378,745 | $2.0B | 5.25% | |
| 330 | WATWATERS CORP | 7,729 | $2.0B | 5.25% | |
| 331 | PSNPARSONS CORP DEL | 47,155 | $2.0B | 5.25% | |
| 332 | BRTBRT APARTMENTS CORP | 157,950 | $2.0B | 5.25% | |
| 333 | DIBS1STDIBS COM INC | 337,773 | $2.0B | 5.25% | |
| 334 | MUMICRON TECHNOLOGY INC | 10,425 | $2.0B | 5.25% | |
| 335 | TDYTELEDYNE TECHNOLOGIES INC | 4,993 | $2.0B | 5.25% | |
| 336 | IBDSISHARES TR | 91,369 | $2.0B | 5.25% | |
| 337 | IEURISHARES TR | 41,614 | $2.0B | 5.25% | |
| 338 | BKHBLACK HILLS CORP | 42,752 | $2.0B | 5.25% | |
| 339 | PSLV/USPROTT ASSET MANAGEMENT LP | 102,395 | $2.0B | 5.25% | |
| 340 | ARTNAARTESIAN RES CORP | 86,282 | $2.0B | 5.25% | |
| 341 | JJACOBS SOLUTIONS INC | 15,825 | $2.0B | 5.25% | |
| 342 | ECLECOLAB INC | 4,483 | $1.0B | 2.63% | |
| 343 | ACUACME UTD CORP | 29,205 | $1.0B | 2.63% | |
| 344 | DRIDARDEN RESTAURANTS INC | 5,774 | $1.0B | 2.63% | |
| 345 | KMBKIMBERLY-CLARK CORP | 18,446 | $1.0B | 2.63% | |
| 346 | BLKBLACKROCK INC | 1,315 | $1.0B | 2.63% | |
| 347 | FSLRFIRST SOLAR INC | 7,305 | $1.0B | 2.63% | |
| 348 | PSAPUBLIC STORAGE OPER CO | 4,744 | $1.0B | 2.63% | |
| 349 | ALSALLSTATE CORP | 7,274 | $1.0B | 2.63% | |
| 350 | ETENERGY TRANSFER L P | 101,154 | $1.0B | 2.63% | |
| 351 | ALCALCON AG | 12,712 | $1.0B | 2.63% | |
| 352 | ILMNILLUMINA INC | 9,058 | $1.0B | 2.63% | |
| 353 | IWNISHARES TR | 10,314 | $1.0B | 2.63% | |
| 354 | PKBKPARKE BANCORP INC | 45,271 | $1.0B | 2.63% | |
| 355 | JT5MUELLER WTR PRODS INC | 73,167 | $1.0B | 2.63% | |
| 356 | CFFIC & F FINL CORP | 15,935 | $1.0B | 2.63% | |
| 357 | IWFISHARES TR | 3,136 | $1.0B | 2.63% | |
| 358 | PANWPALO ALTO NETWORKS INC | 6,367 | $1.0B | 2.63% | |
| 359 | XLISELECT SECTOR SPDR TR | 12,612 | $1.0B | 2.63% | |
| 360 | DVNDEVON ENERGY CORP NEW | 50,250 | $1.0B | 2.63% | |
| 361 | ISRGINTUITIVE SURGICAL INC | 2,463 | $1.0B | 2.63% | |
| 362 | SCHDSCHWAB STRATEGIC TR | 40,431 | $1.0B | 2.63% | |
| 363 | PLXSPLEXUS CORP | 9,974 | $1.0B | 2.63% | |
| 364 | MSMMSC INDL DIRECT INC | 19,771 | $1.0B | 2.63% | |
| 365 | VEUVANGUARD INTL EQUITY INDEX F | 13,885 | $1.0B | 2.63% | |
| 366 | XLYSELECT SECTOR SPDR TR | 12,090 | $1.0B | 2.63% | |
| 367 | ADBEADOBE INC | 3,942 | $1.0B | 2.63% | |
| 368 | AWIARMSTRONG WORLD INDS INC NEW | 5,740 | $1.0B | 2.63% | |
| 369 | SOUNSOUNDHOUND AI INC | 121,359 | $1.0B | 2.63% | |
| 370 | SHOPSHOPIFY INC | 12,093 | $1.0B | 2.63% | |
| 371 | CMSCMS ENERGY CORP | 23,624 | $1.0B | 2.63% | |
| 372 | VCSHVANGUARD SCOTTSDALE FDS | 14,879 | $1.0B | 2.63% | |
| 373 | VTWOVANGUARD SCOTTSDALE FDS | 13,207 | $1.0B | 2.63% | |
| 374 | VUGVANGUARD INDEX FDS | 3,741 | $1.0B | 2.63% | |
| 375 | IEFISHARES TR | 17,026 | $1.0B | 2.63% | |
| 376 | SOLSSOLSTICE ADVANCED MATLS INC | 35,731 | $1.0B | 2.63% | |
| 377 | CTRACOTERRA ENERGY INC | 48,975 | $1.0B | 2.63% | |
| 378 | CARECARTER BANKSHARES INC | 60,000 | $1.0B | 2.63% | |
| 379 | BCOBRINKS CO | 9,387 | $1.0B | 2.63% | |
| 380 | BNDVANGUARD BD INDEX FDS | 19,756 | $1.0B | 2.63% | |
| 381 | EBAEBAY INC. | 11,770 | $1.0B | 2.63% | |
| 382 | CZWICITIZENS CMNTY BANCORP INC M | 57,624 | $1.0B | 2.63% | |
| 383 | TXNMTXNM ENERGY INC | 28,464 | $1.0B | 2.63% | |
| 384 | RYROYAL BK CDA | 7,363 | $1.0B | 2.63% | |
| 385 | XLKSELECT SECTOR SPDR TR | 8,218 | $1.0B | 2.63% | |
| 386 | REEVEREST GROUP LTD | 4,200 | $1.0B | 2.63% | |
| 387 | GISGENERAL MLS INC | 41,381 | $1.0B | 2.63% | |
| 388 | EDCONSOLIDATED EDISON INC | 10,422 | $1.0B | 2.63% | |
| 389 | VMCVULCAN MATLS CO | 4,932 | $1.0B | 2.63% | |
| 390 | IAU*ISHARES GOLD TR | 20,966 | $1.0B | 2.63% | |
| 391 | BPRNPRINCETON BANCORP INC | 42,990 | $1.0B | 2.63% | |
| 392 | VNOVORNADO RLTY TR | 31,660 | $1.0B | 2.63% | |
| 393 | APDAIR PRODS & CHEMS INC | 4,248 | $1.0B | 2.63% | |
| 394 | STRLSTERLING INFRASTRUCTURE INC | 5,277 | $1.0B | 2.63% | |
| 395 | CEGCONSTELLATION ENERGY CORP | 3,127 | $1.0B | 2.63% | |
| 396 | TAT&T INC | 61,352 | $1.0B | 2.63% | |
| 397 | RGENREPLIGEN CORP | 6,550 | $1.0B | 2.63% | |
| 398 | CMECME GROUP INC | 6,909 | $1.0B | 2.63% | |
| 399 | VTEBVANGUARD MUN BD FDS | 21,027 | $1.0B | 2.63% | |
| 400 | BAFNBAYFIRST FINANCIAL CORP | 127,926 | $1.0B | 2.63% |