First Manhattan Co. Llc.

CIK Number: 0000728083

34.28B
Market Value
656
# of Holdings
29 months
Avg. Holding Period
38.97%
Win Rate
25.52%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 BRK-A Berkshire Hatha...
734690.00
+0.47% 14.8K +0.76% 10.08B 290541.3 29.58%
2 MSFT Microsoft Corpo...
478.44
+0.73% 4.43M -1.02% 1.87B 38.38 5.50%
3 AAPL Apple Inc.
198.10
+0.84% 6.53M -2.14% 1.64B 20.7 4.80%
4 KKR KKR & Co. Inc.
123.21
+1.55% 8.39M -3.45% 1.25B 35.44 3.66%
5 GOOG Alphabet Inc.
177.82
+1.10% 5.4M -0.26% 1.03B 56.52 3.03%
6 BN Brookfield Corp...
58.48
+1.19% 16.91M -1.31% 972.96M 31.54 2.85%
7 BRK-B Berkshire Hatha...
489.72
+0.45% 1.91M -2.02% 868.72M 123.18 2.55%
8 ORCL Oracle Corporat...
210.16
-2.35% 5.1M -2.68% 855.35M 56.28 2.51%
9 AZO AutoZone, Inc.
3596.23
-1.27% 258.32K -0.24% 829.46M 933.52 2.43%
10 UNH UnitedHealth Gr...
307.61
-1.89% 1.52M -2.21% 770.55M 308.36 2.26%
11 AVGO Broadcom Inc.
251.71
+1.21% 2.31M -1.02% 540.29M 99.03 1.58%
12 CRM Salesforce, Inc...
263.23
+1.87% 1.56M +1.03% 527.79M 266.28 1.55%
13 AMAT Applied Materia...
176.39
+3.40% 2.86M +9.66% 467.43M 206.4 1.37%
14 TMO Thermo Fisher S...
404.82
+0.51% 891.32K +0.56% 464.01M 341.22 1.36%
15 DHR Danaher Corpora...
200.98
+0.15% 1.9M -1.22% 437.86M 58.94 1.28%
16 TTWO Take-Two Intera...
238.57
+3.62% 2.25M +5.43% 417.71M 152.44 1.23%
17 V Visa Inc.
355.07
+0.63% 1.25M +0.46% 399.45M 193.21 1.17%
18 TPL Texas Pacific L...
1089.71
-2.67% 338.03K -0.00% 373.85M 529.81 1.10%
19 GOOGL Alphabet Inc.
176.59
+1.10% 1.95M +0.44% 370.43M 58.29 1.09%
20 LOW Lowe's Companie...
215.74
-0.7% 1.4M +0.41% 349.99M 185.27 1.03%
21 HON Honeywell Inter...
223.91
-0.17% 1.39M +0.58% 316.09M 96.25 0.93%
22 SPGI S&P Global Inc.
504.40
+0.58% 629.88K -0.75% 315.92M 312.99 0.93%
23 ASML ASML Holding N....
773.75
+1.68% 439.89K +59.41% 307.37M 632.78 0.90%
24 AMZN Amazon.com, Inc...
216.06
+1.87% 1.28M -0.08% 281.5M 152.42 0.83%
25 VOO Vanguard 500 In...
553.40
+0.84% 487.82K +1.00% 262.84M 406.34 0.77%
26 LIN Linde plc
465.93
-0.01% 607.86K +0.16% 258.18M 355.58 0.76%
27 ACN Accenture plc
313.78
+0.66% 673.42K -4.31% 236.9M 94.2 0.69%
28 ORLY O'Reilly Automo...
88.05
-2.07% 189.99K -2.41% 229.37M 410.55 0.67%
29 PM Philip Morris I...
183.22
-0.6% 1.87M +2.04% 228.72M 86.28 0.67%
30 CPRT Copart, Inc.
48.33
-0.55% 3.9M -0.62% 223.93M 33.08 0.66%
31 NVDA NVIDIA Corporat...
144.56
+1.82% 1.65M +26.55% 221.78M 99.49 0.65%
32 MCD McDonald's Corp...
295.94
-1.98% 654.48K -1.45% 190.09M 182.26 0.56%
33 LB LandBridge Comp...
70.74
-2.43% 2.71M +23.50% 175.29M 32.67 0.51%
34 ICE Intercontinenta...
179.54
+0.62% 1.14M +12.07% 170.81M 89.02 0.50%
35 AXP American Expres...
293.96
+2.14% 540.68K +1.18% 164.41M 78.27 0.48%
36 ALLY Ally Financial ...
36.60
+1.62% 4.23M +4.77% 153.75M 24.96 0.45%
37 MAR Marriott Intern...
257.61
+1.03% 550.14K -0.73% 153.46M 90.62 0.45%
38 CMCSA Comcast Corpora...
35.06
+0.16% 3.94M -10.81% 148.35M 32.16 0.44%
39 MDLZ Mondelez Intern...
67.13
+0.30% 2.38M -7.76% 144.72M 44.49 0.42%
40 KEYS Keysight Techno...
161.89
+2.34% 897.3K -3.42% 144.13M 108.39 0.42%
41 NEE NextEra Energy,...
73.71
-1.43% 1.89M -9.72% 135.76M 68.09 0.40%
42 JNJ Johnson & Johns...
155.09
-1.28% 858.04K -5.39% 125.4M 90.63 0.37%
43 MTCH Match Group, In...
30.75
+1.80% 3.47M +1.86% 113.4M 52.55 0.33%
44 ABBV AbbVie Inc.
190.70
-0.2% 606.93K -1.66% 107.85M 108.99 0.32%
45 FTV Fortive Corpora...
70.67
+1.79% 1.39M +1.44% 104.33M 61.22 0.31%
46 NSRGY Nestlé S.A.
101.75
-1.4% 1.22M -24.54% 99.42M 111.59 0.29%
47 SCI Service Corpora...
78.25
-0.29% 1.22M -3.43% 97.29M 39.43 0.29%
48 COF Capital One Fin...
197.66
+2.50% 541.92K +2.89% 96.64M 72.3 0.28%
49 FMCX FMC Excelsior F...
31.77
0.00% 3.04M +0.06% 94.44M 22.26 0.28%
50 UNP Union Pacific C...
224.53
+0.52% 381.07K +174.46% 88.32M 221.79 0.26%
51 NICE NICE Ltd.
167.62
+1.17% 488.52K +15.55% 86.84M 181.22 0.25%
52 RSP Invesco S&P 500...
178.89
+0.87% 489.23K +2.71% 85.73M 153.9 0.25%
53 MKL Markel Corporat...
1954.65
+1.34% 49.04K -46.47% 84.66M 1467.5 0.25%
54 AIZ Assurant, Inc.
199.87
+0.86% 394.04K +3.85% 84.02M 150.43 0.25%
55 BAM Brookfield Asse...
54.79
+0.35% 1.24M -3.98% 67.6M 28.9 0.20%
56 BALL Ball Corporatio...
55.99
+2.98% 1.2M +13.11% 65.94M 57.31 0.19%
57 BIP Brookfield Infr...
33.13
+0.52% 2.04M -2.29% 64.8M 17.51 0.19%
58 META Meta Platforms,...
701.33
+2.70% 104.44K +82.99% 61.3M 445.68 0.18%
59 USB U.S. Bancorp
43.13
+0.33% 1.19M -0.84% 59.33M 38.83 0.17%
60 VLTO Veralto Corpora...
97.57
+0.26% 533.7K -1.39% 58.1M 85.44 0.17%
61 NKE NIKE, Inc.
61.88
+2.22% 692.55K -10.85% 56.23M 100.04 0.16%
62 JPM JPMorgan Chase ...
270.01
+1.91% 230.03K -1.66% 55.14M 94.48 0.16%
63 KO The Coca-Cola C...
70.46
-0.79% 879.88K -23.31% 54.8M 45.63 0.16%
64 MCO Moody's Corpora...
475.97
+0.87% 98.76K -4.1% 46.75M 73.13 0.14%
65 VRT Vertiv Holdings...
116.74
+5.20% 396.26K +58.55% 46.53M 98.58 0.14%
66 LLY Eli Lilly and C...
807.13
-1.49% 58.2K -2.13% 45.13M 211.92 0.13%
67 CNQ Canadian Natura...
33.29
-1.45% 1.42M -1.95% 44.38M 13.55 0.13%
68 PG The Procter & G...
160.70
+0.26% 252.81K +0.89% 43.52M 79.61 0.13%
69 AMT American Tower ...
214.85
+0.03% 210.27K +9.09% 41.87M 213.72 0.12%
70 INGR Ingredion Incor...
137.58
-0.49% 297.64K -2.03% 41.11M 68.46 0.12%
71 IQV IQVIA Holdings ...
159.40
+1.60% 205.55K +7.94% 40.39M 163.53 0.12%
72 HLT Hilton Worldwid...
247.02
+1.29% 158.74K -7.2% 39.23M 98.88 0.12%
73 ENB Enbridge Inc.
45.95
-1.54% 898.08K -7.54% 38.1M 32.42 0.11%
74 CB Chubb Limited
286.06
-0.25% 125.36K +3.51% 37.57M 204.21 0.11%
75 GE General Electri...
236.08
-0.22% 191.17K +26.61% 36.83M 154.58 0.11%
76 SCHW The Charles Sch...
88.92
+1.79% 461.8K +1.45% 34.18M 55.66 0.10%
77 DEO Diageo plc
103.18
-2% 242.17K -12.82% 32.28M 155.77 0.09%
78 SBUX Starbucks Corpo...
93.39
+0.14% 335.28K +0.54% 31.69M 89.41 0.09%
79 CHTR Charter Communi...
374.83
-3.57% 91.83K -11.97% 31.48M 371.26 0.09%
80 DIS The Walt Disney...
119.45
+1.28% 268.32K -11.95% 31.09M 102.72 0.09%
81 BA The Boeing Comp...
201.50
+0.59% 172.06K +202.90% 30.45M 190.35 0.09%
82 VIG Vanguard Divide...
200.94
+0.24% 149.25K +0.15% 29.23M 157.55 0.09%
83 SNA Snap-on Incorpo...
311.90
+0.61% 85.68K -1.77% 29.09M 91.71 0.09%
84 INTC Intel Corporati...
20.71
+2.83% 1.45M +2.85K% 29.02M 20.46 0.09%
85 VO Vanguard Mid Ca...
273.39
+0.87% 109.41K +0.57% 28.9M 210.63 0.08%
86 WFC Wells Fargo & C...
72.97
+0.84% 381.33K -5.44% 27.52M 42.99 0.08%
87 GGG Graco Inc.
84.81
+1.52% 323.71K -1.07% 27.29M 33.38 0.08%
88 AMGN Amgen Inc.
295.12
-0.03% 101.75K -9.79% 26.52M 169.95 0.08%
89 SYK Stryker Corpora...
376.80
-0.13% 68.26K -3.04% 24.64M 142.18 0.07%
90 IBM International B...
281.56
+1.57% 110.43K -0.12% 24.28M 175.56 0.07%
91 VHT Vanguard Health...
249.38
-0.36% 92.06K 0.00% 23.35M 237.17 0.07%
92 VYM Vanguard High D...
131.03
+0.37% 181.98K +0.02% 23.22M 83.28 0.07%
93 DEI Douglas Emmett,...
15.02
+0.60% 1.16M -2.58% 21.7M 18.03 0.06%
94 XOM Exxon Mobil Cor...
112.42
+0.26% 200.02K +0.68% 21.52M 87.2 0.06%
95 SOXX iShares Semicon...
227.31
+2.87% 99.79K +9.27% 21.5M 229.05 0.06%
96 GTES Gates Industria...
22.07
+1.73% 1.04M -0.94% 21.47M 13.18 0.06%
97 AWK American Water ...
140.33
-0.78% 170.86K -1.7% 21.27M 40.25 0.06%
98 TMC TMC the metals ...
5.62
+29.60% 18.73M +115.21% 20.97M 1.06 0.06%
99 MRK Merck & Co., In...
80.88
-1.02% 193.39K -7.96% 19.47M 57.77 0.06%
100 RPM RPM Internation...
108.71
+0.58% 156.33K -1.73% 19.24M 59.6 0.06%
101 HHH Howard Hughes H...
70.54
+1.66% 247.29K -1.36% 19.02M 70.42 0.06%
102 SPY SPDR S&P 500 ET...
602.00
+0.84% 31.79K -7.57% 18.7M 257.79 0.05%
103 KNSL Kinsale Capital...
471.45
-0.61% 40.14K +100.00% 18.67M 465.13 0.05%
104 ADP Automatic Data ...
307.60
+0.25% 62.89K -1.39% 18.5M 172.53 0.05%
105 PEP PepsiCo, Inc.
131.29
+0.34% 113.94K +1.65% 18.04M 104.41 0.05%
106 MLM Martin Marietta...
542.09
-0.07% 34.62K +0.57% 17.88M 217.35 0.05%
107 BUD Anheuser-Busch ...
71.22
-0.01% 354.62K -13.97% 17.76M 65.07 0.05%
108 AXS AXIS Capital Ho...
103.40
+0.40% 192.36K -3.17% 17.13M 46.24 0.05%
109 JEF Jefferies Finan...
53.85
+3.16% 217.4K -0.31% 17.04M 20.34 0.05%
110 BSX Boston Scientif...
101.47
+1.73% 189.82K -4.13% 16.95M 33.25 0.05%
111 IAC IAC InterActive...
37.91
+6.04% 390.82K -7.62% 16.86M 149.16 0.05%
112 COST Costco Wholesal...
984.10
-0.62% 18.31K -1.65% 16.78M 270.37 0.05%
113 NVGS Navigator Holdi...
14.34
-1.65% 1.03M +25.14% 15.88M 11.67 0.05%
114 MA Mastercard Inco...
568.14
+1.09% 24.27K +24.72% 15.62M 315.3 0.05%
115 NOBL ProShares S&P 5...
100.17
+0.38% 153.46K 0.00% 15.28M 95.23 0.04%
116 RRC Range Resources...
41.71
+0.77% 422.18K -0.05% 15.19M 28.14 0.04%
117 AMAL Amalgamated Fin...
30.03
-0.73% 451.88K -1.62% 15.12M 18.28 0.04%
118 VB Vanguard Small ...
232.08
+1.04% 59.95K +17.68% 14.41M 199.13 0.04%
119 CMC Commercial Meta...
48.36
-0.04% 281.39K -3.8% 14.03M 19.69 0.04%
120 HD The Home Depot,...
353.06
-0.45% 35.81K +0.31% 13.93M 147.05 0.04%
121 COP ConocoPhillips
95.02
-2.01% 140.23K -2.49% 13.91M 67.03 0.04%
122 WMT Walmart Inc.
94.23
-0.22% 145.4K +2.76% 13.54M 37.27 0.04%
123 MSI Motorola Soluti...
406.82
-0.31% 29.16K -1.02% 13.51M 95.26 0.04%
124 KMX CarMax, Inc.
65.82
+1.40% 159.13K +4.60% 13.01M 77.68 0.04%
125 TAC TransAlta Corpo...
11.47
+3.47% 889.82K -3.05% 12.63M 9.12 0.04%
126 CBZ CBIZ, Inc.
68.54
-0.46% 145.58K -0.38% 11.91M 8.38 0.03%
127 BEP Brookfield Rene...
26.40
+0.80% 519.48K -3.99% 11.84M 17.18 0.03%
128 UPS United Parcel S...
101.03
+1.03% 93.19K -11.98% 11.75M 89.51 0.03%
129 VIOV Vanguard S&P Sm...
84.37
+1.02% 124.47K +0.02% 11.62M 75.6 0.03%
130 CAL Caleres, Inc.
13.53
+9.87% 499.59K -39.14% 11.61M 28.14 0.03%
131 VBTX Veritex Holding...
24.30
-0.68% 426.98K -6.81% 11.6M 24.13 0.03%
132 GEV GE Vernova Inc.
487.65
+1.92% 33.87K -1.52% 11.44M 167.52 0.03%
133 MTX Minerals Techno...
54.59
+0.88% 145.68K +1.56% 11.27M 43.2 0.03%
134 PFE Pfizer Inc.
24.39
-0.63% 422.7K -9.43% 11.24M 29.66 0.03%
135 BL BlackLine, Inc.
55.26
+2.21% 160.41K +100.00% 11.2M 60.76 0.03%
136 A Agilent Technol...
119.07
+1.70% 81.91K -4.25% 11.02M 78.08 0.03%
137 NTR Nutrien Ltd.
62.81
-0.12% 238.57K -5.87% 10.8M 47.41 0.03%
138 AON Aon plc
349.64
-0.95% 28.97K -0.17% 10.41M 274.97 0.03%
139 PNC The PNC Financi...
174.97
+0.92% 53.81K -6.39% 10.38M 118.64 0.03%
140 GRBK Green Brick Par...
60.08
+1.01% 180.71K -3.02% 10.21M 28.63 0.03%
141 TRV The Travelers C...
264.91
+0.55% 41.71K -3.05% 10.05M 228.16 0.03%
142 AMP Ameriprise Fina...
512.33
+2.12% 18.67K -5.9% 9.94M 98.55 0.03%
143 VEA Vanguard Develo...
56.41
+0.44% 206.34K +5.66% 9.87M 45.19 0.03%
144 BXP Boston Properti...
72.75
+0.91% 130.97K -0.03% 9.87M 71.95 0.03%
145 L Loews Corporati...
88.50
-0.18% 114.14K -6.51% 9.67M 44.68 0.03%
146 SRE Sempra
73.72
-0.48% 106.86K +0.72% 9.62M 40.62 0.03%
147 ABT Abbott Laborato...
133.99
-1.2% 80.72K +1.55% 9.62M 112.93 0.03%
148 LBRDK Liberty Broadba...
89.23
-3.25% 128.08K +4.58% 9.58M 58.13 0.03%
149 RTX RTX Corporation
146.33
+0.44% 81.83K -8.87% 9.47M 69.92 0.03%
150 MSEX Middlesex Water...
55.61
-1.71% 178.18K -4.53% 9.44M 36.17 0.03%