First Manhattan CO Reduced Holdings in Q2 2025

First Manhattan CO

  • $33.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-779K
- 12.39%
$172.42 - $223.89 $134M - $174M
5.51M $1.13B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-49.7K
- 2.57%
$483.48 - $539.8 $24M - $26.8M
1.88M $915M
TPL
Texas Pacific Land Corp

Energy
-241
- 0.07%
$1036.28 - $1430.55 $250K - $345K
338K $357M
FTV
Fortive Corp

Technology
-1.07M
- 78.44%
$52.13 - $74.29 $56M - $79.8M
295K $15.4M
ACN
Accenture PLC

Technology
-145K
- 23.16%
$279.23 - $323.21 $40.6M - $47M
483K $144M
GOOG
Alphabet Inc.

Communication Services
-823K
- 15.36%
$146.58 - $180.01 $121M - $148M
4.54M $805M
CPRT
Copart Inc

Consumer Cyclical
-14K
- 0.36%
$47.72 - $63.84 $669K - $895K
3.9M $191M
USB
Us Bancorp \De\

Financial Services
-732K
- 62.96%
$36.4 - $45.76 $26.6M - $33.5M
430K $19.5M
AZO
Autozone Inc

Consumer Cyclical
-51
- 0.02%
$3478.38 - $3880.15 $177K - $198K
256K $952M
CMCSA
Comcast Corp

Communication Services
-601K
- 17.16%
$32.84 - $36.72 $19.7M - $22.1M
2.9M $104M
VRT
Vertiv Holdings CO

Industrials
-234K
- 25.5%
N/A
684K $59.3M
NKE
Nike, Inc.

Consumer Cyclical
-373K
- 43.91%
$53.27 - $72.04 $19.9M - $26.9M
476K $33.8M
MKL
Markel Corp

Financial Services
-10.9K
- 43.01%
$1678.5 - $1997.36 $18.3M - $21.8M
14.5K $28.9M
ABBV
Abb Vie Inc.

Healthcare
-8.57K
- 1.39%
$170.16 - $206.27 $1.46M - $1.77M
610K $113M
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
-118K
- 13.2%
$97.38 - $108.84 $11.5M - $12.8M
775K $76.9M
MCD
Mcdonalds Corp

Consumer Cyclical
-2.65K
- 0.43%
$285.55 - $321.23 $757K - $851K
618K $181M
TTWO
Take Two Interactive Software Inc

Communication Services
-394K
- 16.42%
$194.58 - $243.05 $76.6M - $95.7M
2M $487M
KEYS
Keysight Technologies, Inc.

Technology
-88.9K
- 15.58%
$127.02 - $165.4 $11.3M - $14.7M
482K $78.9M
SNY
Sanofi

Healthcare
-110K
- 82.9%
$47.62 - $55.44 $5.25M - $6.11M
22.7K $1.1M
SBUX
Starbucks Corp

Consumer Cyclical
-34.3K
- 7.68%
$79.69 - $99.41 $2.73M - $3.41M
412K $37.8M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-54.9K
- 2.29%
$63.54 - $68.5 $3.49M - $3.76M
2.34M $158M
PEP
Pepsico Inc

Consumer Defensive
-15.6K
- 10.79%
$128.02 - $151.37 $2M - $2.36M
129K $17M
MRK
Merck & Co., Inc.

Healthcare
-28.7K
- 16.24%
$73.47 - $87.12 $2.11M - $2.5M
148K $11.7M
GS
Goldman Sachs Group Inc

Financial Services
-8.03K
- 69.83%
$462.22 - $707.75 $3.71M - $5.69M
3.47K $2.46M
SPGI
S&P Global Inc.

Financial Services
-29.3K
- 4.81%
$438.31 - $527.29 $12.8M - $15.4M
579K $305M
AMGN
Amgen Inc

Healthcare
-1.94K
- 1.97%
$262.28 - $309.85 $508K - $600K
96.4K $26.9M
PFE
Pfizer Inc

Healthcare
-132K
- 33.96%
$21.59 - $24.84 $2.86M - $3.29M
257K $6.24M
CAL
Caleres Inc

Consumer Cyclical
-60K
- 10.71%
$12.22 - $17.83 $734K - $1.07M
500K $6.11M
SG
Sweetgreen, Inc.

Consumer Cyclical
-66.1K
- 26.94%
$12.23 - $25.56 $808K - $1.69M
179K $2.67M
CNC
Centene Corp

Healthcare
-6.17K
- 1.3%
$53.4 - $64.29 $329K - $396K
469K $25.4M
CSWI
Csw Industrials, Inc.

Industrials
-5.37K
- 1.88%
$254.34 - $336.43 $1.37M - $1.81M
281K $80.5M
RPM
Rpm International Inc

Basic Materials
-17.1K
- 11.1%
$96.97 - $117.58 $1.66M - $2.01M
137K $15.1M
XOM
Exxon Mobil Corp

Energy
-5.48K
- 2.94%
$99.93 - $119.04 $548K - $653K
181K $19.5M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-82.2K
- 18.81%
$58.52 - $71.7 $4.81M - $5.89M
355K $24.4M
GOOGL
Alphabet Inc.

Communication Services
-250K
- 12.95%
$144.7 - $178.6 $36.2M - $44.7M
1.68M $296M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-17.6K
- 85.52%
$99.37 - $134.05 $1.74M - $2.35M
2.97K $337K
MTX
Minerals Technologies Inc

Basic Materials
-19.5K
- 13.44%
$50.93 - $63.06 $991K - $1.23M
125K $6.9M
MSEX
Middlesex Water CO

Utilities
-10.6K
- 6.26%
$54.18 - $66.57 $576K - $708K
159K $8.62M
MTCH
Match Group, Inc.

Communication Services
-38.2K
- 1.1%
$27.03 - $31.93 $1.03M - $1.22M
3.44M $106M
UL
Unilever PLC

Consumer Defensive
-36.8K
- 73.34%
$57.9 - $65.43 $2.13M - $2.41M
13.4K $819K
AWK
American Water Works Company, Inc.

Utilities
-5.74K
- 3.62%
$133.82 - $151.96 $768K - $873K
153K $21.3M
KMX
Carmax Inc

Consumer Cyclical
-2.17K
- 1.37%
$62.27 - $82.77 $135K - $179K
156K $10.5M
VHT
Vanguard Health Care ETF

ETFs
-38
- 0.04%
$236.71 - $261.92 $8.99K - $9.95K
92K $22.9M
UPS
United Parcel Service Inc

Industrials
-8.07K
- 10.64%
$91.92 - $110.2 $742K - $890K
67.8K $6.85M
BEP
Brookfield Renewable Partners L.P.

Utilities
-120K
- 24.96%
$20.16 - $26.41 $2.42M - $3.18M
362K $9.23M
WTM
White Mountains Insurance Group LTD

Financial Services
-714
- 64.04%
$1699.35 - $1901.99 $1.21M - $1.36M
401 $720K
MSI
Motorola Solutions, Inc.

Technology
-2.18K
- 7.6%
$394.72 - $440.39 $860K - $959K
26.5K $11.1M
CBZ
Cbiz, Inc.

Industrials
-11K
- 7.7%
$66.19 - $79.64 $730K - $879K
132K $9.49M
CVX
Chevron Corp

Energy
-2.14K
- 5.15%
$133.73 - $168.51 $286K - $361K
39.4K $5.64M
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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