FIRST MANHATTAN CO. LLC.
Institutional investor · Portfolio as of Q2 2020
FIRST MANHATTAN CO. LLC. manages $17.3B across 1461 positions as of Q2 2020. Top holdings: BRK/A (24.1%), MSFT (6.4%), AAPL (5.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 5/5.0.
Active quarter - 108 new positions, 94 exits, 214 increased. Top move: BAM/A (INCREASED, conviction 79). Portfolio: $17.3B across 1461 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Holdings1,461 positions
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer