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
AON
Aon PLC

Financial Services
-239
- 0.84%
$335.85 - $398.81 $80.3K - $95.3K
28.3K $10.1M
ENTG
Entegris Inc

Technology
-11K
- 19.55%
$62.92 - $86.2 $695K - $952K
45.4K $3.66M
SLB
Schlumberger Limited

Energy
-7.7K
- 6.61%
$31.95 - $42.2 $246K - $325K
109K $3.68M
ENB
Enbridge Inc

Energy
-42.3K
- 5.02%
$41.09 - $47.16 $1.74M - $2M
800K $36.2M
SRLN
Ssga Active Trust

ETFs
-25.9K
- 12.43%
$39.47 - $41.59 $1.02M - $1.08M
183K $7.6M
MO
Altria Group, Inc.

Consumer Defensive
-13.9K
- 14.53%
$55.56 - $60.91 $775K - $850K
82.1K $4.81M
AJG
Arthur J. Gallagher & Co.

Financial Services
-351
- 1.13%
$310.86 - $348.77 $109K - $122K
30.6K $9.79M
NEE
Nextera Energy Inc

Utilities
-5.69K
- 1.73%
$64.11 - $75.0 $365K - $427K
323K $22.4M
NWE
Northwestern Corp

Utilities
-5.06K
- 5.39%
$50.8 - $59.51 $257K - $301K
88.6K $4.55M
AXS
Axis Capital Holdings LTD

Financial Services
-14.8K
- 7.86%
$87.23 - $106.93 $1.29M - $1.58M
173K $18M
JEF
Jefferies Financial Group Inc.

Financial Services
-19.9K
- 9.19%
$41.06 - $56.09 $818K - $1.12M
197K $10.8M
REG
Regency Centers Corp

Real Estate
-8.35K
- 10.71%
$65.48 - $74.74 $547K - $624K
69.6K $4.96M
STZ
Constellation Brands, Inc.

Consumer Defensive
-2.42K
- 12.82%
$160.0 - $195.62 $387K - $473K
16.4K $2.67M
L
Loews Corp

Financial Services
-7.89K
- 7.16%
$80.89 - $92.09 $638K - $726K
102K $9.37M
ONTO
Onto Innovation Inc.

Technology
-1.95K
- 7.34%
$88.5 - $133.37 $172K - $260K
24.6K $2.48M
CSWC
Capital Southwest Corp

Financial Services
-28.2K
- 9.8%
$17.99 - $22.44 $506K - $632K
259K $5.71M
KNSL
Kinsale Capital Group, Inc.

Financial Services
-139
- 0.07%
$419.99 - $501.97 $58.4K - $69.8K
201K $97.3M
CPK
Chesapeake Utilities Corp

Utilities
-2.6K
- 6.8%
$116.0 - $135.5 $301K - $352K
35.6K $4.28M
SJW
Sjw Group

Utilities
-6.26K
- 6.25%
$50.1 - $56.8 $314K - $356K
93.9K $4.87M
NLOK
Norton Life Lock Inc.

Technology
-28.4K
- 39.26%
N/A
43.9K $942K
KMB
Kimberly Clark Corp

Consumer Defensive
-2.43K
- 11.44%
$126.84 - $145.22 $309K - $353K
18.8K $2.43M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
-7.28K
- 8.49%
$21.02 - $26.3 $153K - $191K
78.4K $1.65M
MKC
Mccormick & CO Inc

Consumer Defensive
-2.62K
- 4.95%
$71.11 - $82.25 $186K - $216K
50.4K $3.82M
MAA
Mid America Apartment Communities Inc.

Real Estate
-2.05K
- 17.72%
$145.91 - $168.0 $299K - $344K
9.52K $1.41M
ZTS
Zoetis Inc.

Healthcare
-1.84K
- 9.01%
$144.41 - $170.3 $265K - $313K
18.6K $2.89M
GIS
General Mills Inc

Consumer Defensive
-1.17K
- 2.31%
$50.37 - $60.97 $58.8K - $71.2K
49.4K $2.56M
BAX
Baxter International Inc

Healthcare
-7.99K
- 14.26%
$27.8 - $34.02 $222K - $272K
48.1K $1.46M
WTRG
Essential Utilities, Inc.

Utilities
-2K
- 1.29%
$36.92 - $41.39 $73.8K - $82.8K
153K $5.67M
POR
Portland General Electric CO

Utilities
-3.31K
- 4.53%
$39.96 - $44.75 $132K - $148K
69.7K $2.83M
SYY
Sysco Corp

Consumer Defensive
-5.76K
- 31.06%
$68.0 - $75.91 $392K - $437K
12.8K $967K
BA
Boeing CO

Industrials
-32.8K
- 19.8%
$136.59 - $217.51 $4.49M - $7.14M
133K $27.9M
ESGR
Enstar Group LTD

Financial Services
-1.26K
- 46.29%
$330.1 - $336.55 $416K - $424K
1.46K $491K
CACC
Credit Acceptance Corp

Financial Services
-754
- 19.51%
$443.32 - $529.8 $334K - $399K
3.11K $1.58M
ADP
Automatic Data Processing Inc

Industrials
-1.86K
- 3.09%
$276.76 - $326.81 $515K - $609K
58.4K $18M
EVRG
Evergy, Inc.

Utilities
-5.51K
- 6.08%
$64.06 - $69.64 $353K - $384K
85K $5.86M
PSX
Phillips 66

Energy
-2.23K
- 8.56%
$92.87 - $125.73 $207K - $281K
23.8K $2.84M
AEE
Ameren Corp

Utilities
-975
- 1.52%
$94.23 - $101.68 $91.9K - $99.1K
63K $6.05M
KIM
Kimco Realty Corp

Real Estate
-16.9K
- 26.63%
$18.7 - $21.69 $317K - $367K
46.6K $980K
UTL
Unitil Corp

Utilities
-2.68K
- 7.17%
$51.68 - $59.77 $138K - $160K
34.6K $1.81M
BAFN
Bay First Financial Corp.

Financial Services
-197
- 0.16%
$13.26 - $16.61 $2.61K - $3.27K
125K $1.75M
PNM
Pnm Resources Inc

Utilities
-8.18K
- 22.31%
N/A
28.5K $1.19M
CPT
Camden Property Trust

Real Estate
-238
- 0.77%
$106.53 - $122.8 $25.4K - $29.2K
30.6K $3.45M
VMEO
Vimeo, Inc.

Technology
-162
- 0.06%
$3.89 - $5.27 $630 - $854
250K $1.01M
BKH
Black Hills Corp

Utilities
-1.72K
- 3.8%
$55.66 - $61.75 $95.6K - $106K
43.4K $2.44M
NBN
Northeast Bk Lewiston Me Com

Financial Services
-3K
- 40.0%
$80.61 - $92.41 $242K - $277K
4.5K $400K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-1.33K
- 0.91%
$11.11 - $14.46 $14.8K - $19.2K
145K $1.81M
PLXS
Plexus Corp

Technology
-2.63K
- 20.88%
$110.95 - $136.15 $292K - $358K
9.97K $1.35M
AIG
American International Group, Inc.

Financial Services
-2.44K
- 5.76%
$77.56 - $87.72 $189K - $214K
39.9K $3.42M
K
Kellogg CO

Consumer Defensive
-3.06K
- 41.7%
$77.85 - $82.88 $238K - $253K
4.28K $340K
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