First Manhattan CO Portfolio Holdings
First Manhattan CO
- $32.4 Billion
- Q1 2025
First Manhattan CO has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $32.4 Billion distributed in 678 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $11.4B, Microsoft Corp with a value of $1.68B, Apple Inc. with a value of $1.4B, Berkshire Hathaway Inc Class B with a value of $1.03B, and Autozone Inc with a value of $978M.
Examining the 13F form we can see an increase of $321M in the current position value, from $32.1B to 32.4B.
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
$32.4 Billion
Financial Services: $15.5 Billion
Technology: $6.35 Billion
Consumer Cyclical: $2.8 Billion
Healthcare: $2.07 Billion
Communication Services: $2.04 Billion
Industrials: $900 Million
Consumer Defensive: $854 Million
ETFs: $724 Million
Other: $1.13 Billion
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 678
- Current Value $32.4 Billion
- Prior Value $32.1 Billion
- Filing
- Period Q1 2025
- Filing Date May 15, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 38 stocks
- Additional Purchases 168 stocks
- Sold out of 0 stocks
- Reduced holdings in 303 stocks