First Manhattan CO Portfolio Holdings
First Manhattan CO
- $31.9 Billion
- Q3 2024
First Manhattan CO has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $31.9 Billion distributed in 682 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 $1.93B, Apple Inc. with a value of $1.55B, Kkr & Co. Inc. with a value of $1.14B, and Unitedhealth Group Inc with a value of $911M.
Examining the 13F form we can see an increase of $2.21B in the current position value, from $29.7B to 31.9B.
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
$31.9 Billion
Financial Services: $14.1 Billion
Technology: $7.03 Billion
Consumer Cyclical: $2.65 Billion
Healthcare: $2.61 Billion
Communication Services: $2.02 Billion
Consumer Defensive: $909 Million
Industrials: $784 Million
ETFs: $739 Million
Other: $1.13 Billion
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 682
- Current Value $31.9 Billion
- Prior Value $29.7 Billion
- Filing
- Period Q3 2024
- Filing Date November 14, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 38 stocks
- Additional Purchases 163 stocks
- Sold out of 0 stocks
- Reduced holdings in 306 stocks