First Manhattan CO Purchases in Q2 2025

First Manhattan CO

  • $33.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TDW
Tidewater Inc

Energy
8.75K
+ 16.78%
$32.27 - $48.26 $282K - $422K
60.9K $2.81M
VICI
Vici Properties Inc.

Real Estate
18.4K
New
$29.41 - $32.97 $542K - $607K
18.4K $600K
MPC
Marathon Petroleum Corp

Energy
1.43K
+ 8.32%
$118.55 - $170.08 $169K - $243K
18.6K $3.09M
ET
Energy Transfer LP

Energy
33.4K
+ 62.15%
$15.65 - $18.93 $522K - $632K
87.1K $1.58M
XLP
Consumer Staples Sector Spdr

ETFs
7.57K
+ 70.22%
N/A
18.3K $1.39M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6.65K
New
$77.94 - $79.5 $518K - $529K
6.65K $528K
VBTX
Veritex Holdings, Inc.

Financial Services
823
+ 0.19%
$20.77 - $26.15 $17.1K - $21.5K
431K $11.2M
EWL
Ishares Inc Msci Switzerlnd

ETFs
8.7K
New
$47.04 - $56.27 $409K - $489K
8.7K $476K
ARES
Ares Management Corp

Financial Services
38
+ 0.22%
$118.04 - $175.83 $4.49K - $6.68K
17.6K $3.05M
URI
United Rentals, Inc.

Industrials
614
New
$551.94 - $753.4 $339K - $463K
614 $462K
BMY
Bristol Myers Squibb CO

Healthcare
15.7K
+ 85.85%
$44.12 - $59.6 $695K - $938K
34.1K $1.58M
DE
Deere & CO

Industrials
7
+ 0.06%
$412.99 - $531.48 $2.89K - $3.72K
11.4K $5.79M
IWN
Ishares Russell2000 Val ETF

ETFs
2.46K
+ 36.52%
$131.84 - $157.76 $325K - $389K
9.21K $1.45M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.83K
+ 18.56%
$55.54 - $69.09 $212K - $264K
24.4K $1.69M
SPIB
Spdr Portfolio Intermediate Te

ETFs
12.1K
New
$32.62 - $33.58 $395K - $407K
12.1K $406K
TSLA
Tesla, Inc.

Consumer Cyclical
434
+ 10.2%
$221.86 - $362.89 $96.3K - $157K
4.69K $1.49M
XLK
Technology Sector Spdr

ETFs
1K
+ 37.48%
$179.73 - $253.23 $180K - $253K
3.67K $929K
ADT
Adt Inc.

Industrials
1.67K
+ 0.16%
$7.54 - $8.6 $12.6K - $14.4K
1.08M $9.12M
LUCD
Lucid Diagnostics Inc.

Healthcare
311K
+ 2467.06%
$1.09 - $1.65 $339K - $513K
323K $371K
IVV
Ishares Core S&P 500 ETF

ETFs
68
+ 1.44%
$498.8 - $620.9 $33.9K - $42.2K
4.78K $2.97M
VONV
Vanguard Russell 1000 Value Et

ETFs
2.66K
+ 8.22%
$73.19 - $85.21 $194K - $226K
35K $2.98M
VBR
Vanguard Small Cap Value ETF

ETFs
164
+ 0.54%
$162.76 - $195.77 $26.7K - $32.1K
30.6K $5.97M
AUB
Atlantic Union Bankshares Corp

Financial Services
9.31K
+ 70.55%
$23.85 - $32.24 $222K - $300K
22.5K $704K
CODI
Compass Diversified Holdings

Industrials
43.6K
New
$6.0 - $18.81 $262K - $820K
43.6K $273K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
4.34K
New
N/A
4.34K $271K
VTV
Vanguard Value ETF

ETFs
961
+ 3.96%
$153.67 - $176.74 $148K - $170K
25.2K $4.46M
PANW
Palo Alto Networks Inc

Technology
368
+ 6.87%
$152.44 - $204.64 $56.1K - $75.3K
5.72K $1.17M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
3.92K
+ 16.15%
$212.1 - $244.27 $831K - $957K
28.2K $6.16M
IXC
Ishares Tr Global Energy ETF

ETFs
6.01K
New
$34.69 - $42.32 $208K - $254K
6.01K $236K
GLW
Corning Inc

Technology
4.33K
New
$39.07 - $52.59 $169K - $228K
4.33K $227K
XLI
Industrial Sector Spdr

ETFs
193
+ 1.63%
$116.42 - $147.52 $22.5K - $28.5K
12K $1.78M
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
4.01K
New
$50.47 - $54.75 $202K - $220K
4.01K $210K
BANF
Bancfirst Corp

Financial Services
1.7K
New
$100.43 - $129.96 $171K - $221K
1.7K $210K
IWP
Ishares Russell Mid Cap Growth

ETFs
1.46K
New
$104.34 - $138.68 $153K - $203K
1.46K $202K
SMHI
Seacor Marine Holdings Inc.

Industrials
36.5K
+ 10.25%
$3.94 - $6.17 $144K - $225K
393K $2M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
478
+ 1.07%
$32.66 - $40.75 $15.6K - $19.5K
45.1K $1.82M
CRWD
Crowd Strike Holdings, Inc.

Technology
393
New
$321.63 - $509.31 $126K - $200K
393 $200K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
2.23K
New
$75.29 - $91.16 $168K - $203K
2.23K $200K
IWF
Ishares Russell 1000 Gr ETF

ETFs
198
+ 11.17%
$320.42 - $424.58 $63.4K - $84.1K
1.97K $836K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
65
+ 0.05%
$53.93 - $61.5 $3.51K - $4K
134K $8.24M
DFIC
Dimensional ETF Tr Dimensional

ETFs
1.04K
+ 2.28%
$24.94 - $31.15 $26K - $32.4K
46.7K $1.45M
BCAL
Southern Calif Bancorp Com

Financial Services
11.7K
New
$12.16 - $15.76 $142K - $184K
11.7K $184K
TRUP
Trupanion, Inc.

Financial Services
93
+ 0.95%
$32.91 - $56.45 $3.06K - $5.25K
9.93K $549K
CARR
Carrier Global Corp

Industrials
37
+ 0.2%
$55.55 - $75.83 $2.06K - $2.81K
18.4K $1.34M
APO
Apollo Global Management, Inc.

Financial Services
380
+ 1.51%
$108.68 - $145.07 $41.3K - $55.1K
25.5K $3.61M
CDNS
Cadence Design Systems Inc

Technology
383
+ 37.15%
$231.64 - $323.08 $88.7K - $124K
1.41K $435K
XLU
Utilities Sector Spdr

ETFs
1.92K
+ 37.11%
$73.09 - $82.77 $140K - $159K
7.09K $578K
LEN
Lennar Corp

Consumer Cyclical
1.78K
+ 27.04%
$102.76 - $115.66 $182K - $205K
8.34K $922K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
273
+ 0.92%
$90.56 - $109.49 $24.7K - $29.9K
29.9K $3.27M
Activity Summary
Buys All Purchases 237 New Holdings 46 Increased Positions 191 Sells All Sells 301 Reductions 301 Sold out 0 Options Calls 0 Puts 0
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