FIRST MANHATTAN CO. LLC.
Institutional investor · Portfolio as of Q2 2022
Top Holdings1,663 positions
Berkshire Hathaway Inc | 18,754 | $7.7B | 30.9% | $335,744.63 | +22.43% | 15 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 9.8M | $1.3B | 5.4% | $37.55 | +256.66% | 15 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 5.1M | $1.3B | 5.2% | $94.67 | +161.99% | 15 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.6M | $817.6M | 3.3% | $274.76 | +72.46% | 15 qtrssince 2018-Q4 | Decreased 0 |
| 16.2M | $717.6M | 2.9% | — | — | 15 qtrssince 2018-Q4 | Decreased 0 | |
ALPHABET INC | 278,878 | $609.4M | 2.5% | $56.71 | +91.05% | 15 qtrssince 2018-Q4 | Increased 54 |
BERKSHIRE HATHAWAY INC DEL | 2.2M | $591.2M | 2.4% | $205.14 | +33.09% | 15 qtrssince 2018-Q4 | Decreased 0 |
AUTOZONE INC | 262,787 | $564.8M | 2.3% | $991.28 | +116.80% | 15 qtrssince 2018-Q4 | Decreased 0 |
DANAHER CORP DEL | 2.1M | $529.1M | 2.1% | $88.11 | +149.30% | 15 qtrssince 2018-Q4 | Decreased 0 |
NESTLE S A | 3.6M | $419M | 1.7% | $93.17 | +9.67% | 6 qtrssince 2021-Q1 | Decreased 0 |
AMAZON COM INC | 3.6M | $382.4M | 1.5% | $153.34 | -30.74% | 15 qtrssince 2018-Q4 | Increased 79 |
THERMO FISHER SCIENTIFIC INC | 643,471 | $348M | 1.4% | $277.98 | +92.97% | 15 qtrssince 2018-Q4 | Increased 50 |
KKR & CO INC | 6.8M | $310M | 1.2% | $25.27 | +76.93% | 14 qtrssince 2019-Q1 | Decreased 0 |
ORACLE CORP | 4.3M | $302.9M | 1.2% | $44.04 | +49.97% | 15 qtrssince 2018-Q4 | Increased 50 |
JOHNSON & JOHNSON | 1.5M | $274.2M | 1.1% | $104.69 | +50.33% | 15 qtrssince 2018-Q4 | Decreased 0 |
PEOPLE INC | 3.5M | $265.8M | 1.1% | $122.36 | -49.07% | 5 qtrssince 2021-Q2 | Decreased 0 |
HONEYWELL INTL INC | 1.4M | $249.6M | 1.0% | $116.09 | +35.54% | 15 qtrssince 2018-Q4 | Increased 48 |
TEXAS PACIFIC LAND CORPORATI | 149,108 | $221.9M | 0.9% | $165.74 | -4.28% | 6 qtrssince 2021-Q1 | Decreased 0 |
ACCENTURE PLC IRELAND | 775,067 | $215.2M | 0.9% | $127.45 | +100.64% | 15 qtrssince 2018-Q4 | Decreased 0 |
ABBVIE INC | 1.4M | $214.7M | 0.9% | $87.55 | +50.17% | 13 qtrssince 2019-Q2 | Decreased 0 |
FIRST MANHATTAN CO. LLC. manages $24.8B across 1663 positions as of Q2 2022. Top holdings: BRK/A (30.9%), AAPL (5.4%), MSFT (5.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Active quarter - 74 new positions, 89 exits, 231 increased. Top move: AMZN (INCREASED, conviction 79). Portfolio: $24.8B across 1663 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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
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