First Manhattan CO Purchases and Sells in Q1 2025

First Manhattan CO

$32.4 Billion
Q1 2025

Top Buys

Incresed Positions

168 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-B	26.5K + 1.39%	$442.66 - $534.52 $11.7M - $14.2M	1.93M $1.03B
ASML	268K + 60.96%	$662.63 - $776.99 $178M - $208M	708K $469M
TTWO	147K + 6.54%	$178.61 - $217.95 $26.3M - $32.1M	2.4M $497M
KNSL	161K + 401.43%	$416.48 - $494.72 $67.1M - $79.7M	201K $98M
V	45.6K + 3.64%	$306.92 - $362.71 $14M - $16.5M	1.3M $455M
VRT	522K + 131.67%	N/A	918K $79.6M

New Holdings

38 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CNC	475K New	$55.93 - $65.89 $26.6M - $31.3M	475K $28.8M
ARIS	540K New	$23.34 - $33.33 $12.6M - $18M	540K $17.3M
EPD	405K New	$31.75 - $34.14 $12.9M - $13.8M	405K $13.8M
CCK	130K New	$78.77 - $91.74 $10.3M - $12M	130K $11.6M
TMHC	134K New	$58.09 - $67.05 $7.79M - $8.99M	134K $8.05M
CMPO	288K New	$10.39 - $17.2 $3M - $4.96M	288K $3.14M

Top Sells

Reduced Positions

303 operations

Stock	Shares change	Price Range	Shares Held	Trade History
KKR	-49.8K - 0.59%	$108.17 - $167.07 $5.38M - $8.31M	8.34M $964M
AAPL	-242K - 3.7%	$209.68 - $247.1 $50.7M - $59.7M	6.29M $1.4B
GOOG	-40.8K - 0.75%	$156.06 - $207.71 $6.36M - $8.47M	5.36M $838M
UNH	-378K - 24.79%	$461.52 - $548.18 $174M - $207M	1.15M $600M
ORCL	-193K - 3.78%	$139.81 - $186.47 $27M - $36M	4.91M $686M
AVGO	-18.6K - 0.81%	$167.43 - $244.7 $3.11M - $4.55M	2.29M $384M

Activity Summary All Purchases 206 New Holdings 38 Increased Positions 168 All Sells 303 Reductions 303 Sold out 0 Calls 0 Puts 0

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