First Manhattan CO Portfolio Holdings
First Manhattan CO
- $32.1 Billion
- Q4 2024
First Manhattan CO has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $32.1 Billion distributed in 680 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $10.1B, Microsoft Corp with a value of $1.87B, Apple Inc. with a value of $1.64B, Kkr & Co. Inc. with a value of $1.24B, and Alphabet Inc. with a value of $1.03B.
Examining the 13F form we can see an increase of $134M in the current position value, from $31.9B to 32.1B.
First Manhattan CO is based out at New York, NY
Below you can find more details about First Manhattan CO portfolio as well as his latest detailed transactions.
Portfolio value
$32.1 Billion
Financial Services: $14.2 Billion
Technology: $7.31 Billion
Consumer Cyclical: $2.65 Billion
Communication Services: $2.24 Billion
Healthcare: $2.21 Billion
Industrials: $850 Million
ETFs: $757 Million
Consumer Defensive: $748 Million
Other: $1.12 Billion
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 680
- Current Value $32.1 Billion
- Prior Value $31.9 Billion
- Filing
- Period Q4 2024
- Filing Date February 14, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 45 stocks
- Additional Purchases 193 stocks
- Sold out of 0 stocks
- Reduced holdings in 265 stocks