FIRST MANHATTAN CO. LLC.
Institutional investor · Portfolio as of Q1 2026
Top Holdings753 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC-CL A | 13,969 | $10B | 27.8% | $372,648.01 | +92.71% | 30 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 4.4M | $1.6B | 4.5% | $98.88 | +272.83% | 30 qtrssince 2018-Q4 | Increased 59 |
APPLE INC | 5M | $1.3B | 3.5% | $92.99 | +172.44% | 30 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 4.1M | $1.2B | 3.2% | $96.13 | +215.79% | 30 qtrssince 2018-Q4 | Decreased 0 |
ASML HOLDING NV-NY REG SHS | 754,352 | $996.4M | 2.8% | $668.62 | +96.86% | 22 qtrssince 2020-Q4 | Decreased 0 |
BROOKFIELD CORP /CAD/ | 23.3M | $940M | 2.6% | $28.83 | +49.13% | 14 qtrssince 2022-Q4 | Decreased 0 |
AUTOZONE INC | 261,815 | $884.4M | 2.5% | $1,130.96 | +198.66% | 30 qtrssince 2018-Q4 | Increased 54 |
KKR & CO INC | 9.4M | $869M | 2.4% | — | — | — | Increased 60 |
BERKSHIRE HATHAWAY INC-CL B | 1.8M | $864.3M | 2.4% | $209.69 | +129.56% | 30 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 3.3M | $677.9M | 1.9% | $173.59 | +20.24% | 30 qtrssince 2018-Q4 | Increased 70 |
BROADCOM INC | 2.2M | $675.7M | 1.9% | $162.49 | +90.17% | 29 qtrssince 2019-Q1 | Decreased 0 |
ORACLE CORP | 3.9M | $579.6M | 1.6% | $53.77 | +177.14% | 30 qtrssince 2018-Q4 | Decreased 0 |
APPLIED MATERIALS INC | 1.5M | $514.5M | 1.4% | $197.52 | +72.83% | 30 qtrssince 2018-Q4 | Decreased 0 |
TEXAS PACIFIC LAND CORP | 1.1M | $504.3M | 1.4% | $267.42 | +95.81% | 21 qtrssince 2021-Q1 | Increased 52 |
SALESFORCE.COM INC | 2.6M | $493.8M | 1.4% | $260.35 | -28.66% | 30 qtrssince 2018-Q4 | Decreased 0 |
LANDBRIDGE COMPANY LLC | 7.1M | $487.3M | 1.4% | $45.96 | +59.57% | 8 qtrssince 2024-Q2 | Increased 51 |
VISA INC-CLASS A SHARES | 1.5M | $468.1M | 1.3% | $212.72 | +41.53% | 30 qtrssince 2018-Q4 | Increased 58 |
HONEYWELL INTL INC | 2M | $447.7M | 1.2% | $147.87 | +58.96% | 30 qtrssince 2018-Q4 | Increased 51 |
S&P GLOBAL INC | 1M | $445.2M | 1.2% | $345.42 | +15.97% | 30 qtrssince 2018-Q4 | Increased 72 |
DANAHER CORP | 2.3M | $444.2M | 1.2% | $112.88 | +80.74% | 30 qtrssince 2018-Q4 | Increased 50 |
FIRST MANHATTAN CO. LLC. manages $36.1B across 753 positions as of Q1 2026. Top holdings: BRK/A (27.8%), MSFT (4.5%), AAPL (3.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Active quarter - 69 new positions, 45 exits, 168 increased. Top move: SPGI (INCREASED, conviction 72). Portfolio: $36.1B across 753 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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