Question 1

What did FIRST MANHATTAN CO. LLC. buy in Q2 2025?

Accepted Answer

In Q2 2025, FIRST MANHATTAN CO. LLC. opened 46 new positions and increased 191 existing positions.

Question 2

What did FIRST MANHATTAN CO. LLC. sell in Q2 2025?

Accepted Answer

In Q2 2025, FIRST MANHATTAN CO. LLC. exited 0 positions and decreased 300 existing positions.

Question 3

What was FIRST MANHATTAN CO. LLC.'s portfolio value in Q2 2025?

Accepted Answer

As of Q2 2025, FIRST MANHATTAN CO. LLC.'s 13F portfolio was worth $35.4B across 696 holdings.

Question 4

What sectors did FIRST MANHATTAN CO. LLC. invest in during Q2 2025?

Accepted Answer

In Q2 2025, FIRST MANHATTAN CO. LLC.'s largest sector allocations were Financial Services (45%), Technology (21%), Consumer Cyclical (8%).

FIRST MANHATTAN CO. LLC.

Quarter Activity