First Manhattan CO Purchases and Sells in Q3 2025

First Manhattan CO

$35.3 Billion
Q3 2025

Top Buys

Incresed Positions

210 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-A	321 + 2.24%	$692600.0 - $759798.0 $222M - $244M	14.7K $11.1B
SNPS	632K + 1280.82%	$387.78 - $645.35 $245M - $408M	681K $336M
ASML	87.5K + 12.33%	$689.63 - $968.09 $60.4M - $84.8M	798K $772M
KNSL	313K + 155.58%	$415.15 - $489.89 $130M - $153M	514K $219M
NVDA	54.5K + 2.77%	$153.3 - $186.58 $8.35M - $10.2M	2.02M $377M
AMZN	233K + 12.62%	$211.65 - $238.24 $49.4M - $55.6M	2.08M $457M

New Holdings

47 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PHM	31.8K New	$108.0 - $141.42 $3.44M - $4.5M	31.8K $4.21M
HLX	600K New	$5.7 - $6.96 $3.42M - $4.18M	600K $3.94M
OPCH	63.9K New	$26.82 - $31.95 $1.71M - $2.04M	63.9K $1.77M
TRGP	5.54K New	$160.52 - $174.4 $888K - $965K	5.54K $927K
AEP	6.8K New	$103.26 - $115.0 $702K - $782K	6.8K $764K
CGNX	16.1K New	$31.85 - $46.54 $514K - $751K	16.1K $731K

Top Sells

Reduced Positions

288 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMAT	-779K - 27.74%	$156.25 - $204.95 $122M - $160M	2.03M $415M
NICE	-403K - 64.71%	$127.85 - $171.98 $51.6M - $69.4M	220K $31.8M
CMCSA	-1.38M - 47.46%	$31.41 - $36.33 $43.3M - $50.1M	1.53M $47.9M
KKR	-191K - 2.19%	$129.95 - $152.16 $24.8M - $29M	8.53M $1.11B
PM	-50.6K - 2.75%	$157.77 - $183.27 $7.99M - $9.28M	1.79M $291M
CHTR	-73.4K - 94.69%	$256.57 - $418.22 $18.8M - $30.7M	4.11K $1.13M

Activity Summary All Purchases 257 New Holdings 47 Increased Positions 210 All Sells 288 Reductions 288 Sold out 0 Calls 0 Puts 0

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