FIRST MANHATTAN CO. LLC.

FundNew York · 2 holdings reports on file, from 2026 · Not one of the 16 funds we watch

$39.2B

Reported value of US stock holdings on Jun 30, the filing's own figure

742 positions · filed Aug 14, 45 days after the quarter ended

Not watched

Aeon posts holdings changes on the feed for the 16 watched managers; this fund's holdings are shown here each quarter.

Why no record

A holdings report says nothing about how a manager has done, because it gives no prices. That is why managers are never ranked.

What changed last quarter

Quarter ended Jun 30 · filed Aug 14 · against the report before it

New positions

50, biggest 4

HON HONEYWELL INTL INC 1.9M shares1.1% of this fund's holdings

HONA HONEYWELL AEROSPACE INC 1.9M shares1.1% of this fund's holdings

WOLF WOLFSPEED INC 1.6M shares0.2% of this fund's holdings

WDAY WORKDAY INC 639K shares0.2% of this fund's holdings

Sold out

61, biggest 4

BAH BOOZ ALLEN HAMILTON HLDG COR All 354K shares

VHT VANGUARD WORLD FD All 87,532 shares

TAC TRANSALTA CORP All 793K shares

CTRA COTERRA ENERGY INC All 229K shares

Added to

118, biggest 4

V VISA INC +134K shares+9%

TMO THERMO FISHER SCIENTIFIC INC +74,734 shares+10%

UBER UBER TECHNOLOGIES INC +2.8M shares+446%

BKNG BOOKING HOLDINGS INC +1.0M shares+2545%

Trimmed

261, biggest 4

ASML ASML HLDG NV −35,944 shares−5%

GOOG ALPHABET INC −121K shares−3%

BN BROOKFIELD CORP −655K shares−3%

AMAT APPLIED MATLS INC −265K shares−18%

Top holdings

Reference, not news

Top holdings · 742 positionsSwipe →

#TickerCompanyShares Share of this fund's holdingsvs last quarter

1 BRK-A BERKSHIRE HATHAWAY INC DEL 13,803 26.3% −1%

2 MSFT MICROSOFT CORP 4.3M 4.1% −1%

3 ASML ASML HLDG NV 718K 3.6% −5%

4 AAPL APPLE INC 4.9M 3.6% −2%

5 GOOG ALPHABET INC 3.9M 3.5% −3%

6 BN BROOKFIELD CORP 22.6M 2.5% −3%

7 AMAT APPLIED MATLS INC 1.2M 2.3% −18%

8 BRK-B BERKSHIRE HATHAWAY INC DEL 1.8M 2.3% −1%

Ranked by value in the report. Share of this fund's holdings means the position's value as a share of the fund's reported total. It is not a share of any company; that is what a stake percent means.

Stakes filed by this fund

Schedules 13D and 13G · 8 on file

StakeStake reportNov 6

19.4% of the shares EROK EagleRock Land, LLC

Schedule 13G: passive

Amendment

StakeStake reportJun 5

12.2% of the shares EROK EagleRock Land, LLC

Schedule 13G: passive

First filing

StakeStake reportMay 14

9.6% of the shares PAVM PAVmed Inc.

Schedule 13G: passive

First filing

StakeStake reportApr 8

10.3% of the shares BAER Bridger Aerospace Group Holdings, Inc.

Schedule 13G: passive

Amendment

StakeStake reportNov 14, 2025

5.5% of the shares NNBR NN INC

Schedule 13G: passive

First filing

StakeStake reportNov 14, 2025

6.9% of the shares BAER Bridger Aerospace Group Holdings, Inc.

Schedule 13G: passive

First filing

StakeStake reportNov 7, 2025

26.3% of the shares LB LandBridge Co LLC

Schedule 13G: passive

Amendment

StakeStake reportSep 8, 2025

19.7% of the shares LB LandBridge Co LLC

Schedule 13G: passive

Amendment