First Manhattan CO Incresed Positions in Q2 2025

First Manhattan CO

  • $33.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MET
Metlife Inc

Financial Services
293
+ 9.8%
$68.42 - $82.49 $20K - $24.2K
3.28K $264K
ROP
Roper Technologies Inc

Industrials
240
+ 4.51%
$519.19 - $590.78 $125K - $142K
5.56K $3.15M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
477
+ 0.63%
$25.04 - $25.18 $11.9K - $12K
75.7K $1.91M
NVO
Novo Nordisk A S

Healthcare
59
+ 0.81%
$58.08 - $81.05 $3.43K - $4.78K
7.3K $503K
Bridger Aerospace Grp Hldgs
1.03M
+ 69.69%
N/A
2.51M $0
Linde PLC
24K
+ 3.68%
N/A
676K $0
Veralto Corp
7.38K
+ 1.45%
N/A
515K $0
Landbridge Company LLC
314K
+ 11.23%
N/A
3.11M $0
Lam Research Corp
47K
+ 622.24%
N/A
54.5K $0
Howard Hughes Holdings Inc
19.6K
+ 7.3%
N/A
288K $0
Ge Vernova Inc
44.3K
+ 19.41%
N/A
273K $0
Northern Lts Fd Tr Iv
36.1K
+ 14.99%
N/A
277K $0
Qxo Inc
802K
+ 2764.18%
N/A
831K $0
AZN
Astrazeneca PLC

Healthcare
332
+ 4.75%
$64.87 - $75.0 $21.5K - $24.9K
7.32K $511K
PTEN
Patterson Uti Energy Inc

Energy
3.6K
+ 34.48%
$5.46 - $8.56 $19.7K - $30.8K
14K $83K
DUK
Duke Energy Corp

Utilities
356
+ 2.21%
$112.46 - $124.05 $40K - $44.2K
16.5K $1.95M
SHEL
Shell PLC

Energy
85
+ 0.68%
$59.75 - $73.05 $5.08K - $6.21K
12.5K $880K
XLV
Select Sector Spdr Fund Health

ETFs
215
+ 4.08%
$128.77 - $144.3 $27.7K - $31K
5.48K $738K
COTY
Coty Inc.

Consumer Defensive
114K
+ 16.28%
$4.57 - $5.65 $521K - $644K
815K $3.79M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
30
+ 1.93%
$421.16 - $509.5 $12.6K - $15.3K
1.59K $705K
WTW
Willis Towers Watson PLC

Financial Services
40
+ 1.82%
$295.96 - $337.43 $11.8K - $13.5K
2.24K $686K
PGR
Progressive Corp

Financial Services
499
+ 3.84%
$255.27 - $288.74 $127K - $144K
13.5K $3.6M
PLD
Prologis, Inc.

Real Estate
520
+ 2.31%
$89.76 - $112.34 $46.7K - $58.4K
23K $2.42M
CL
Colgate Palmolive CO

Consumer Defensive
321
+ 0.38%
$87.57 - $96.0 $28.1K - $30.8K
85.5K $7.77M
DEO
Diageo PLC

Consumer Defensive
7.81K
+ 2.88%
$99.86 - $115.75 $780K - $904K
279K $28.1M
YUM
Yum Brands Inc

Consumer Cyclical
56
+ 0.1%
$138.36 - $161.45 $7.75K - $9.04K
58.2K $8.63M
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
2.07K
+ 2.66%
$78.47 - $92.25 $162K - $190K
79.6K $6.47M
TMUS
T Mobile Us, Inc.

Communication Services
189
+ 0.71%
$220.99 - $268.54 $41.8K - $50.8K
26.9K $6.41M
LVMUY
Lvmh Moet Hennessy Louis Vuitton

Consumer Cyclical
5.49K
+ 7.74%
$102.31 - $124.7 $561K - $684K
76.3K $8.03M
EPD
Enterprise Products Partners L.P.

Energy
10.1K
+ 2.48%
$28.95 - $34.22 $291K - $344K
415K $12.9M
COP
Conocophillips

Energy
11.4K
+ 8.33%
$82.66 - $106.1 $940K - $1.21M
148K $13.3M
CB
Chubb LTD

Financial Services
1.94K
+ 1.25%
$274.32 - $302.46 $533K - $588K
157K $45.6M
PG
Procter & Gamble CO

Consumer Defensive
3.09K
+ 1.26%
$157.66 - $172.39 $487K - $532K
249K $39.7M
IAC
Iac/Inter Active Corp

Communication Services
20.6K
+ 5.45%
$32.68 - $40.02 $674K - $826K
399K $14.9M
IQV
Iqvia Holdings Inc.

Healthcare
11.5K
+ 4.92%
$137.0 - $174.37 $1.57M - $2M
245K $38.6M
AIZ
Assurant, Inc.

Financial Services
4.8K
+ 1.26%
$179.73 - $211.56 $862K - $1.01M
386K $76.1M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.16M
+ 1231.41%
$87.84 - $1441.89 $190M - $3.11B
2.33M $210M
TMO
Thermo Fisher Scientific Inc.

Healthcare
8.14K
+ 0.86%
$390.26 - $489.06 $3.18M - $3.98M
957K $388M
UNH
Unitedhealth Group Inc

Healthcare
245K
+ 21.4%
$274.35 - $599.47 $67.2M - $147M
1.39M $434M
BRK-A
Berkshire Hathaway Inc

Financial Services
84
+ 0.59%
$725400.0 - $809350.0 $60.9M - $68M
14.3K $10.4B
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
Track This Portfolio

Track First Manhattan CO Portfolio

Follow First Manhattan CO and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of First Manhattan CO, based on Form 13F filings with the SEC.

News

Stay updated on First Manhattan CO with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email