FIRST MANHATTAN CO. LLC.
Institutional investor · Portfolio as of Q2 2026
Top Holdings742 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC-CL A | 13,803 | $10.3B | 26.3% | $372,648.01 | +103.12% | 31 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 4.3M | $1.6B | 4.1% | $98.88 | +401.97% | 31 qtrssince 2018-Q4 | Decreased 0 |
ASML HOLDING NV-NY REG SHS | 718,408 | $1.4B | 3.6% | $668.62 | +161.08% | 23 qtrssince 2020-Q4 | Decreased 0 |
APPLE INC | 4.9M | $1.4B | 3.6% | $92.99 | +237.09% | 31 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 3.9M | $1.4B | 3.5% | $96.13 | +252.76% | 31 qtrssince 2018-Q4 | Decreased 0 |
BROOKFIELD CORP /CAD/ | 22.6M | $964.4M | 2.5% | $28.83 | +44.52% | 15 qtrssince 2022-Q4 | Decreased 0 |
APPLIED MATERIALS INC | 1.2M | $896.8M | 2.3% | $197.52 | +142.90% | 31 qtrssince 2018-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 1.8M | $889.6M | 2.3% | $209.69 | +140.79% | 31 qtrssince 2018-Q4 | Decreased 0 |
KKR & CO INC | 9.4M | $864.2M | 2.2% | — | — | — | Increased 54 |
AUTOZONE INC | 262,141 | $837.8M | 2.1% | $1,133.53 | +164.57% | 31 qtrssince 2018-Q4 | Increased 54 |
BROADCOM INC | 2.2M | $812.3M | 2.1% | $162.49 | +118.83% | 30 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 3.3M | $777.6M | 2.0% | $173.74 | +49.81% | 31 qtrssince 2018-Q4 | Increased 50 |
INTEL CORP | 4.6M | $647.7M | 1.7% | $32.66 | +170.21% | 31 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 1.7M | $577.3M | 1.5% | $223.03 | +72.13% | 31 qtrssince 2018-Q4 | Increased 54 |
LANDBRIDGE COMPANY LLC | 7.1M | $561.2M | 1.4% | $46.08 | +92.27% | 9 qtrssince 2024-Q2 | Increased 50 |
ORACLE CORP | 3.8M | $552.9M | 1.4% | $53.77 | +176.88% | 31 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 1.5M | $528.6M | 1.3% | $101.60 | +236.63% | 31 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORP | 2.5M | $506.6M | 1.3% | $136.78 | +53.28% | 31 qtrssince 2018-Q4 | Decreased 0 |
TEXAS PACIFIC LAND CORP | 1.1M | $466M | 1.2% | $267.73 | +37.97% | 22 qtrssince 2021-Q1 | Increased 49 |
DANAHER CORP | 2.2M | $429.1M | 1.1% | $112.88 | +90.79% | 31 qtrssince 2018-Q4 | Decreased 0 |
FIRST MANHATTAN CO. LLC. manages $39.2B across 742 positions as of Q2 2026. Top holdings: BRK/A (26.3%), MSFT (4.1%), ASML (3.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Active quarter - 50 new positions, 61 exits, 159 increased. Top move: KKR (INCREASED, conviction 54). Portfolio: $39.2B across 742 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR