Institutional investor · Portfolio as of Q2 2025
Quarterly Portfolio Change
FIRST MANHATTAN CO. LLC. manages $35.4B across 696 positions as of Q2 2025. Top holdings: BRK/A (29.5%), MSFT (6.2%), KKR (3.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 5/5.0.
Active quarter - 46 new positions, 26 exits, 191 increased. Top move: BRK/A (INCREASED, conviction 62). Portfolio: $35.4B across 696 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile