FIRST MANHATTAN CO. LLC.: 13F holdings, Q2 2026
FIRST MANHATTAN CO. LLC. reported 742 positions worth $39.24B in its Form 13F for Q2 2026 (vs. $36.06B in Q1 2026), filed 2026-08-14.
Top holdings
| Ticker | Company | Value | % of portfolio | Shares | vs. Q1 2026 |
|---|---|---|---|---|---|
| BRK/A | BERKSHIRE HATHAWAY INC-CL A | $10.34B | 26.3% | 13,803 | -1% |
| - | MICROSOFT CORP | $1.62B | 4.1% | 4,345,361 | -1% |
| - | ASML HLDG NV | $1.43B | 3.6% | 718,408 | -5% |
| AAPL | APPLE INC | $1.43B | 3.6% | 4,935,720 | -2% |
| GOOG | ALPHABET INC-CL C | $1.39B | 3.5% | 3,931,213 | -3% |
| BN | BROOKFIELD CORP | $964.39M | 2.5% | 22,611,066 | -3% |
| AMAT | APPLIED MATERIALS INC | $896.85M | 2.3% | 1,240,454 | -18% |
| BRK/B | BERKSHIRE HATHAWAY INC-CL B | $889.58M | 2.3% | 1,777,769 | -1% |
| - | KKR & CO INC | $864.21M | 2.2% | 9,416,070 | same |
| AZO | AUTOZONE INC | $837.79M | 2.1% | 262,141 | same |
| AVGO | BROADCOM INC | $812.26M | 2.1% | 2,150,271 | -2% |
| AMZN | AMAZON.COM INC | $777.56M | 2.0% | 3,262,397 | same |
| - | INTEL CORP | $647.73M | 1.7% | 4,638,876 | -18% |
| - | VISA INC | $577.27M | 1.5% | 1,682,548 | +9% |
| LB | LANDBRIDGE COMPANY LLC | $561.24M | 1.4% | 7,082,845 | same |
| - | ORACLE CORP | $552.86M | 1.4% | 3,772,494 | -4% |
| GOOGL | ALPHABET INC-CL A | $528.57M | 1.3% | 1,479,067 | -2% |
| - | NVIDIA CORPORATION | $506.61M | 1.3% | 2,531,922 | same |
| - | TEXAS PACIFIC LAND CORPORATI | $465.97M | 1.2% | 1,064,741 | same |
| DHR | DANAHER CORP | $429.11M | 1.1% | 2,248,424 | -4% |
| - | THERMO FISHER SCIENTIFIC INC | $422.45M | 1.1% | 841,894 | +10% |
| - | S&P GLOBAL INC | $420.98M | 1.1% | 1,033,680 | -1% |
| HON | HONEYWELL INTERNATIONAL INC | $416.01M | 1.1% | 1,858,036 | new |
| HONA | HONEYWELL AEROSPACE | $414.69M | 1.1% | 1,875,740 | new |
| - | SYNOPSYS INC | $383.24M | 1.0% | 859,147 | +1% |
| UNH | UNITEDHEALTH GROUP INC | $360.53M | 0.9% | 867,432 | -16% |
| - | LINDE PLC | $352.00M | 0.9% | 678,305 | -5% |
| - | PHILIP MORRIS INTL INC | $322.22M | 0.8% | 1,769,286 | same |
| - | GE VERNOVA INC | $318.02M | 0.8% | 270,578 | -1% |
| - | VANGUARD INDEX FDS | $295.38M | 0.8% | 430,074 | +2% |
Sold out in Q2 2026
| Ticker | Company | Value in Q1 2026 |
|---|---|---|
| - | HONEYWELL INTL INC | $447.72M |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $27.61M |
| - | VANGUARD WORLD FD | $23.84M |
| - | TRANSALTA CORP | $10.43M |
| CTRA | COTERRA ENERGY INC | $8.05M |
| - | TAYLOR MORRISON HOME CORP | $7.97M |
| DMAC | DIAMEDICA THERAPEUTICS INC | $3.08M |
| PSN | PARSONS CORP DEL | $3.07M |
| - | ISHARES TR | $1.53M |
| ULTA | ULTA BEAUTY INC | $1.16M |
Every fund's full quarter-over-quarter changes are in the institutional holdings dataset. Source: SEC Form 13F. Not investment advice.