How many stocks does FIRST MANHATTAN CO. LLC. own?

As of Q3 2022, FIRST MANHATTAN CO. LLC. holds 1,638 positions in their 13F portfolio.

What is FIRST MANHATTAN CO. LLC.'s largest holding?

BRK/A at 32.2% of portfolio, worth $7.6B.

What is FIRST MANHATTAN CO. LLC.'s total portfolio value?

$23.6B as of Q3 2022, tracked across 1,638 holdings.

Is FIRST MANHATTAN CO. LLC. a hedge fund?

FIRST MANHATTAN CO. LLC. is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does FIRST MANHATTAN CO. LLC. report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has FIRST MANHATTAN CO. LLC.'s portfolio changed in Q3 2022?

View FIRST MANHATTAN CO. LLC.'s latest portfolio changes, new positions, and exits for Q3 2022 on HoldingsIntel.

What is FIRST MANHATTAN CO. LLC.'s investment strategy?

FIRST MANHATTAN CO. LLC. is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

FIRST MANHATTAN CO. LLC. Holdings Q4 2025 - Portfolio & Conviction Scores | HoldingsIntel

FIRST MANHATTAN CO. LLC.

Institutional investor · Portfolio as of Q3 2022

Elite(5.0 / 5.0)

$23.6B

AUM

1,638

Positions

New

Q3 2022

Filing Period

Quarterly Portfolio Change

SEC EDGAR SourceSEC Filings

FIRST MANHATTAN CO. LLC. manages $23.6B across 1638 positions as of Q3 2022. Top holdings: BRK/A (32.2%), AAPL (5.5%), MSFT (5.0%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 5/5.0.

Q3 2022 Summary

Active quarter - 92 new positions, 115 exits, 211 increased. Top move: GOOG (INCREASED, conviction 87). Portfolio: $23.6B across 1638 positions.

Portfolio Allocation

Top holdings by portfolio weight

BRK/A32.22%

AAPL5.47%

MSFT4.96%

UNH3.28%

BAM/A2.77%

BRK/B2.41%

AZO2.35%

DHR2.29%

GOOG2.24%

NSRGY1.64%

Other1.59%

Similar Funds

Funds with similar investing DNA

PNC FINANCIAL SERVICES GROUP, INC.

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

HROW7Q held

HARROW INC

Avg $6.60 · $10,880 est. P&L

Est. P&L

+484.85%

TEN3Q held

TENNECO INC

Avg $7.39 · $723,250 est. P&L

Est. P&L

+391.47%

CAR16Q held

AVIS BUDGET GROUP INC

Avg $31.14 · $2.6M est. P&L

Est. P&L

+338.06%

Top Losers

Upgrade to Pro to see the worst-performing positions.

View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings10 of 1640

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
BRK/A BERKSHIRE HATHAWAY INC DEL	18,729	$7.6B	32.2%	—	—	—	16 qtrssince 2018-Q4	Decreased 0
AAPL APPLE INC	9.4M	$1.3B	5.5%	—	$91.83	+52.46%	16 qtrssince 2018-Q4	Decreased 0
MSFT MICROSOFT CORP	5M	$1.2B	5.0%	—	$94.18	+145.59%	16 qtrssince 2018-Q4	Decreased 0
UNH UNITEDHEALTH GROUP INC	1.5M	$775.3M	3.3%	—	$278.64	+72.34%	16 qtrssince 2018-Q4	Decreased 0
BROOKFIELD ASSET MGMT INC(BAM/A)	16.1M	$654.3M	2.8%	—	—	—	16 qtrssince 2018-Q4	Decreased 0
BRK/B BERKSHIRE HATHAWAY INC DEL	2.1M	$569.3M	2.4%	—	—	—	16 qtrssince 2018-Q4	Decreased 0
AZO AUTOZONE INC	258,600	$553.9M	2.3%	—	$989.21	+118.26%	16 qtrssince 2018-Q4	Decreased 0
DHR DANAHER CORPORATION	2.1M	$540.1M	2.3%	—	$87.82	+160.41%	16 qtrssince 2018-Q4	Increased 54
GOOG ALPHABET INC	5.5M	$528.6M	2.2%	—	$95.32	+2.14%	16 qtrssince 2018-Q4	Increased 87
NSRGYADR NESTLE S A SPONSORED ADR	3.6M	$386.3M	1.6%	—	$97.85	+1.62%	7 qtrssince 2021-Q1	Decreased 0
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