First Manhattan CO Reduced Holdings in Q1 2025

First Manhattan CO

  • $32.4 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
KKR
Kkr & Co. Inc.

Financial Services
-49.8K
- 0.59%
$108.17 - $167.07 $5.38M - $8.31M
8.34M $964M
AAPL
Apple Inc.

Technology
-242K
- 3.7%
$209.68 - $247.1 $50.7M - $59.7M
6.29M $1.4B
GOOG
Alphabet Inc.

Communication Services
-40.8K
- 0.75%
$156.06 - $207.71 $6.36M - $8.47M
5.36M $838M
UNH
Unitedhealth Group Inc

Healthcare
-378K
- 24.79%
$461.52 - $548.18 $174M - $207M
1.15M $600M
ORCL
Oracle Corp

Technology
-193K
- 3.78%
$139.81 - $186.47 $27M - $36M
4.91M $686M
AVGO
Broadcom Inc.

Technology
-18.6K
- 0.81%
$167.43 - $244.7 $3.11M - $4.55M
2.29M $384M
NEE
Nextera Energy Inc

Utilities
-1.56M
- 82.63%
$66.96 - $76.16 $105M - $119M
329K $23.3M
CRM
Salesforce, Inc.

Technology
-17.6K
- 1.13%
$268.36 - $359.95 $4.72M - $6.33M
1.54M $414M
GOOGL
Alphabet Inc.

Communication Services
-17.3K
- 0.89%
$154.33 - $206.19 $2.67M - $3.57M
1.93M $299M
KEYS
Keysight Technologies, Inc.

Technology
-327K
- 36.4%
$148.16 - $185.11 $48.4M - $60.5M
571K $85.5M
MKL
Markel Corp

Financial Services
-23.7K
- 48.27%
$1660.14 - $2059.83 $39.3M - $48.8M
25.4K $47.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-27.8K
- 5.7%
$507.05 - $563.67 $14.1M - $15.7M
460K $236M
MAR
Marriott International Inc

Consumer Cyclical
-1.05K
- 0.19%
$237.01 - $304.45 $249K - $320K
549K $131M
CSWI
Csw Industrials, Inc.

Industrials
-10.6K
- 3.58%
$283.77 - $396.86 $3.01M - $4.21M
286K $83.4M
AXP
American Express CO

Financial Services
-21.8K
- 4.04%
$255.39 - $325.87 $5.58M - $7.12M
519K $140M
CMCSA
Comcast Corp

Communication Services
-438K
- 11.1%
$33.19 - $38.23 $14.5M - $16.7M
3.5M $129M
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
-324K
- 26.66%
$80.4 - $103.55 $26.1M - $33.6M
892K $90.3M
USB
Us Bancorp \De\

Financial Services
-30.8K
- 2.58%
$40.92 - $50.9 $1.26M - $1.57M
1.16M $49.1M
LEN
Lennar Corp

Consumer Cyclical
-57.3K
- 89.73%
$113.93 - $141.54 $6.53M - $8.11M
6.56K $753K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-100K
- 4.92%
$27.52 - $33.6 $2.76M - $3.36M
1.94M $57.6M
INTC
Intel Corp

Technology
-435K
- 30.07%
$19.1 - $27.39 $8.31M - $11.9M
1.01M $23M
GTES
Gates Industrial Corp PLC

Industrials
-189K
- 18.07%
$18.41 - $23.51 $3.47M - $4.43M
855K $15.7M
JEF
Jefferies Financial Group Inc.

Financial Services
-440
- 0.2%
$52.22 - $81.31 $23K - $35.8K
217K $11.6M
SPGI
S&P Global Inc.

Financial Services
-21.8K
- 3.46%
$478.26 - $543.77 $10.4M - $11.9M
608K $309M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-6.83K
- 4.3%
$221.78 - $273.45 $1.51M - $1.87M
152K $34.6M
DIS
Walt Disney CO

Communication Services
-12.7K
- 4.72%
$96.87 - $114.0 $1.23M - $1.44M
256K $25.2M
TAC
Transalta Corp

Utilities
-8.14K
- 0.91%
$8.76 - $14.44 $71.3K - $117K
882K $8.24M
FTV
Fortive Corp

Technology
-22.1K
- 1.59%
$71.82 - $82.98 $1.59M - $1.84M
1.37M $100M
AIZ
Assurant, Inc.

Financial Services
-13.3K
- 3.37%
$198.92 - $218.67 $2.64M - $2.9M
381K $79.9M
COF
Capital One Financial Corp

Financial Services
-23.2K
- 4.28%
$163.87 - $209.82 $3.8M - $4.87M
519K $93M
CIEN
Ciena Corp

Technology
-24.2K
- 28.81%
$60.43 - $98.18 $1.46M - $2.38M
59.8K $3.62M
UPS
United Parcel Service Inc

Industrials
-17.3K
- 18.57%
$109.66 - $136.26 $1.9M - $2.36M
75.9K $8.35M
MRK
Merck & Co., Inc.

Healthcare
-16.7K
- 8.61%
$83.01 - $101.02 $1.38M - $1.68M
177K $15.9M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-11.8K
- 33.06%
$165.25 - $224.62 $1.96M - $2.66M
24K $3.98M
VTI
Vanguard Total Stock Market Et

ETFs
-8.55K
- 45.1%
$271.18 - $303.12 $2.32M - $2.59M
10.4K $2.86M
MCO
Moodys Corp

Financial Services
-3.58K
- 3.63%
$437.8 - $527.48 $1.57M - $1.89M
95.2K $44.3M
NVGS
Navigator Holdings Ltd.

Energy
-23.5K
- 2.27%
$13.31 - $17.11 $312K - $401K
1.01M $13.5M
BA
Boeing CO

Industrials
-6.18K
- 3.59%
$148.15 - $186.25 $916K - $1.15M
166K $28.3M
DMAC
Dia Medica Therapeutics Inc.

Healthcare
-233K
- 27.73%
$3.79 - $6.65 $882K - $1.55M
606K $2.3M
HSY
Hershey CO

Consumer Defensive
-12.2K
- 85.81%
$144.74 - $186.36 $1.76M - $2.27M
2.01K $344K
ONTO
Onto Innovation Inc.

Technology
-4.2K
- 13.69%
$121.34 - $224.5 $510K - $944K
26.5K $3.22M
MTX
Minerals Technologies Inc

Basic Materials
-905
- 0.62%
$63.57 - $77.67 $57.5K - $70.3K
145K $9.2M
SRE
Sempra Energy

Utilities
-1.9K
- 1.78%
$67.85 - $87.67 $129K - $167K
105K $7.49M
SG
Sweetgreen, Inc.

Consumer Cyclical
-625
- 0.25%
$21.47 - $34.94 $13.4K - $21.8K
245K $6.14M
A
Agilent Technologies, Inc.

Healthcare
-2.54K
- 3.1%
$116.69 - $152.6 $296K - $387K
79.4K $9.29M
LBRDA
Liberty Broadband Corp

Communication Services
-29.4K
- 39.81%
$72.73 - $88.43 $2.14M - $2.6M
44.4K $3.77M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-260
- 21.26%
$4295.4 - $5141.88 $1.12M - $1.34M
963 $4.44M
ESQ
Esquire Financial Holdings, Inc.

Financial Services
-17.6K
- 23.63%
$70.74 - $89.0 $1.24M - $1.57M
56.9K $4.29M
HD
Home Depot, Inc.

Consumer Cyclical
-2.23K
- 6.22%
$347.25 - $424.87 $773K - $946K
33.6K $12.3M
Activity Summary
Buys All Purchases 206 New Holdings 38 Increased Positions 168 Sells All Sells 303 Reductions 303 Sold out 0 Options Calls 0 Puts 0
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