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
Amentum Holdings Inc
-574
- 3.59%
N/A
15.4K $0
LENB
Lennar Corporation Cl B
-1.55K
- 6.38%
N/A
22.7K $0
Liberty Media Corp Del
-1.22K
- 13.4%
N/A
7.89K $0
Lvmh Moet Hennessy Louis Vuitton
-4.94K
- 1.5%
N/A
323K $0
CHMG
Chemung Financial Corp

Financial Services
-750
- 1.84%
$40.73 - $49.98 $30.5K - $37.5K
40K $1.94M
DHI
Horton D R Inc

Consumer Cyclical
-1
- 0.03%
$115.1 - $129.63 $115 - $130
3.48K $448K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-10
- 0.26%
$69.8 - $85.28 $698 - $853
3.8K $315K
EEM
Ishares Msci Emerging Markets

ETFs
-1.38K
- 7.78%
$38.52 - $48.28 $53K - $66.5K
16.3K $787K
KRE
Spdr S&P Regional Banking ETF

ETFs
-125
- 1.39%
$48.81 - $59.48 $6.1K - $7.44K
8.9K $528K
DGRO
Ishares Core Dividend Growth E

ETFs
-2
- 0.02%
$55.22 - $63.94 $110 - $128
8.26K $528K
VGT
Vanguard Information Technolog

ETFs
-124
- 14.62%
$470.37 - $663.28 $58.3K - $82.2K
724 $480K
CET
Central Securities Corp

Financial Services
-515
- 3.3%
$40.74 - $47.86 $21K - $24.6K
15.1K $721K
GAM
General American Investors CO Inc

Financial Services
-96
- 1.72%
$45.31 - $56.04 $4.35K - $5.38K
5.49K $307K
NATH
Nathans Famous, Inc.

Consumer Cyclical
-200
- 6.02%
$90.55 - $115.66 $18.1K - $23.1K
3.12K $345K
VV
Vanguard Large Cap ETF

ETFs
-31
- 2.43%
$228.25 - $285.3 $7.08K - $8.84K
1.25K $355K
XPO
Xpo Logistics, Inc.

Industrials
-78
- 3.7%
$91.46 - $128.1 $7.13K - $9.99K
2.03K $256K
MCHP
Microchip Technology Inc

Technology
-1.01K
- 22.06%
$35.34 - $71.6 $35.7K - $72.3K
3.57K $251K
GM
General Motors CO

Consumer Cyclical
-841
- 2.54%
$42.48 - $50.46 $35.7K - $42.4K
32.3K $1.59M
PAVE
Global X Fds Us Infrastructure

ETFs
-100
- 1.59%
$33.78 - $43.68 $3.38K - $4.37K
6.2K $270K
NVS
Novartis Ag

Healthcare
-3.61K
- 7.3%
$101.96 - $121.01 $368K - $437K
45.8K $5.55M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-5.17K
- 3.57%
$7.69 - $11.46 $39.8K - $59.3K
140K $1.6M
DIS
Walt Disney CO

Communication Services
-51.8K
- 20.26%
$81.72 - $124.01 $4.23M - $6.42M
204K $25.3M
LMT
Lockheed Martin Corp

Industrials
-16
- 0.39%
$430.82 - $486.45 $6.89K - $7.78K
4.09K $1.89M
PHYS
Sprott Physical Gold Trust

Financial Services
-1K
- 1.5%
$22.82 - $26.29 $22.8K - $26.3K
65.6K $1.66M
A
Agilent Technologies, Inc.

Healthcare
-178
- 0.22%
$99.29 - $120.52 $17.7K - $21.5K
79.2K $9.35M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-15
- 0.27%
$152.42 - $182.82 $2.29K - $2.74K
5.6K $1.02M
ISRG
Intuitive Surgical Inc

Healthcare
-20
- 1.25%
$451.58 - $565.94 $9.03K - $11.3K
1.58K $858K
ARW
Arrow Electronics Inc

Technology
-50
- 1.48%
$90.32 - $128.28 $4.52K - $6.41K
3.33K $423K
CFG
Citizens Financial Group Inc

Financial Services
-3.3K
- 5.54%
$34.27 - $44.75 $113K - $148K
56.2K $2.51M
SNOW
Snowflake Inc.

Technology
-170
- 10.48%
$130.53 - $223.77 $22.2K - $38K
1.45K $324K
PLTR
Palantir Technologies Inc.

Technology
-1.24K
- 24.88%
$74.01 - $144.25 $92.1K - $179K
3.76K $511K
VONG
Vanguard Russell 1000 Growth E

ETFs
-122
- 1.81%
$82.51 - $109.2 $10.1K - $13.3K
6.63K $724K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-1.19K
- 0.97%
$71.94 - $86.02 $85.7K - $102K
122K $10.5M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-32
- 0.21%
$72.96 - $90.39 $2.33K - $2.89K
15.1K $1.35M
LAMR
Lamar Advertising CO

Real Estate
-920
- 3.1%
$102.35 - $121.67 $94.2K - $112K
28.8K $3.49M
PWR
Quanta Services, Inc.

Industrials
-56
- 4.94%
$239.47 - $381.26 $13.4K - $21.4K
1.08K $407K
VOT
Vanguard Mid Cap Growth Index

ETFs
-6
- 0.2%
$216.28 - $284.39 $1.3K - $1.71K
3.06K $868K
MMM
3 M CO

Industrials
-320
- 1.01%
$126.09 - $154.15 $40.3K - $49.3K
31.3K $4.77M
AWI
Armstrong World Industries Inc

Industrials
-60
- 0.79%
$126.1 - $163.12 $7.57K - $9.79K
7.57K $1.23M
FRST
Primis Financial Corp.

Financial Services
-780
- 0.49%
$7.94 - $10.85 $6.19K - $8.46K
157K $1.7M
SHOP
Shopify Inc.

Technology
-222
- 2.32%
$76.89 - $115.35 $17.1K - $25.6K
9.33K $1.08M
CTVA
Corteva, Inc.

Basic Materials
-526
- 2.76%
$55.52 - $74.53 $29.2K - $39.2K
18.5K $1.38M
MGM
Mgm Resorts International

Consumer Cyclical
-300
- 0.7%
$25.79 - $34.95 $7.74K - $10.5K
42.5K $1.46M
CAT
Caterpillar Inc

Industrials
-178
- 3.8%
$273.94 - $388.21 $48.8K - $69.1K
4.51K $1.75M
SRE
Sempra Energy

Utilities
-3.28K
- 3.12%
$63.78 - $78.91 $209K - $259K
102K $7.7M
VUG
Vanguard Growth ETF

ETFs
-127
- 3.15%
$329.49 - $438.4 $41.8K - $55.7K
3.91K $1.71M
BK
Bank Of New York Mellon Corp

Financial Services
-15
- 0.04%
$73.31 - $91.62 $1.1K - $1.37K
33.7K $3.07M
XYL
Xylem Inc.

Industrials
-536
- 1.67%
$102.86 - $129.5 $55.1K - $69.4K
31.5K $4.07M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-1.25K
- 2.44%
$149.76 - $186.42 $187K - $232K
49.8K $9.29M
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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