Question 1

What did FIRST MANHATTAN CO. LLC. buy in Q4 2025?

Accepted Answer

In Q4 2025, FIRST MANHATTAN CO. LLC. opened 55 new positions and increased 223 existing positions.

Question 2

What did FIRST MANHATTAN CO. LLC. sell in Q4 2025?

Accepted Answer

In Q4 2025, FIRST MANHATTAN CO. LLC. exited 38 positions and decreased 300 existing positions.

Question 3

What was FIRST MANHATTAN CO. LLC.'s portfolio value in Q4 2025?

Accepted Answer

As of Q4 2025, FIRST MANHATTAN CO. LLC.'s 13F portfolio was worth $38.1B across 729 holdings.

Question 4

What sectors did FIRST MANHATTAN CO. LLC. invest in during Q4 2025?

Accepted Answer

In Q4 2025, FIRST MANHATTAN CO. LLC.'s largest sector allocations were Financial Services (43%), Technology (23%), Consumer Cyclical (8%).

FIRST MANHATTAN CO. LLC.

Quarter Activity