FIRST MANHATTAN CO. LLC.
Institutional investor · Portfolio as of Q4 2024
Top Holdings680 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC-CL A | 14,801 | $10.1B | 29.6% | $362,053.62 | +87.30% | 25 qtrssince 2018-Q4 | Increased 62 |
MICROSOFT CORP | 4.4M | $1.9B | 5.5% | $95.25 | +336.52% | 25 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 6.5M | $1.6B | 4.8% | $92.99 | +167.37% | 25 qtrssince 2018-Q4 | Decreased 0 |
KKR & CO INC | 8.4M | $1.2B | 3.7% | — | — | — | Decreased 0 |
ALPHABET INC-CL C | 5.4M | $1B | 3.0% | $96.13 | +99.67% | 25 qtrssince 2018-Q4 | Decreased 0 |
BROOKFIELD CORP /CAD/ | 16.9M | $973M | 2.9% | $20.54 | +84.98% | 9 qtrssince 2022-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 1.9M | $868.7M | 2.5% | $205.28 | +120.26% | 25 qtrssince 2018-Q4 | Decreased 0 |
ORACLE CORP | 5.1M | $855.4M | 2.5% | $53.77 | +206.56% | 25 qtrssince 2018-Q4 | Decreased 0 |
AUTOZONE INC | 258,324 | $829.5M | 2.4% | $1,066.46 | +200.25% | 25 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.5M | $770.6M | 2.3% | $303.85 | +63.11% | 25 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 2.3M | $540.3M | 1.6% | $162.49 | +40.88% | 24 qtrssince 2019-Q1 | Decreased 0 |
SALESFORCE.COM INC | 1.6M | $527.8M | 1.5% | $262.95 | +25.68% | 25 qtrssince 2018-Q4 | Increased 50 |
APPLIED MATERIALS INC | 2.9M | $467.4M | 1.4% | $201.74 | -20.39% | 25 qtrssince 2018-Q4 | Increased 54 |
THERMO FISHER SCIENTIFIC INC | 891,321 | $464M | 1.4% | $369.19 | +40.04% | 25 qtrssince 2018-Q4 | Increased 49 |
DANAHER CORP | 1.9M | $437.9M | 1.3% | $93.55 | +143.95% | 25 qtrssince 2018-Q4 | Decreased 0 |
TAKE-TWO INTERACTIVE SOFTWRE | 2.3M | $417.7M | 1.2% | $151.92 | +21.47% | 6 qtrssince 2023-Q3 | Increased 52 |
VISA INC-CLASS A SHARES | 1.3M | $399.5M | 1.2% | $188.88 | +65.15% | 25 qtrssince 2018-Q4 | Increased 49 |
TEXAS PACIFIC LAND CORP | 338,032 | $373.8M | 1.1% | $179.39 | +104.52% | 16 qtrssince 2021-Q1 | Decreased 0 |
ALPHABET INC-CL A | 1.9M | $370.4M | 1.1% | $101.60 | +87.50% | 25 qtrssince 2018-Q4 | Increased 49 |
LOWE'S COS INC | 1.4M | $350M | 1.0% | $174.81 | +36.29% | 25 qtrssince 2018-Q4 | Increased 49 |
FIRST MANHATTAN CO. LLC. manages $34.1B across 680 positions as of Q4 2024. Top holdings: BRK/A (29.6%), MSFT (5.5%), AAPL (4.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Active quarter - 45 new positions, 47 exits, 193 increased. Top move: BRK/A (INCREASED, conviction 62). Portfolio: $34.1B across 680 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