FIRST MANHATTAN CO. LLC. — 13F Holdings & Portfolio
CIK 728083 · latest 13F-HR filed 2026-05-15
FIRST MANHATTAN CO. LLC. manages $36.06B in 13F-reported U.S. long-equity assets across 753 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are BRK.A (27.82%), MSFT (4.49%), AAPL (3.53%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 69 new positions, exited 45, added to 215, and trimmed 281.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$36.06B
Long-equity book
753
Distinct positions
2026-03-31
Filed 2026-05-15
+69 / −45 / ↑215 / ↓281
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- TEXAS PACIFIC LAND CORPORATI$213.3M +73.3%
- AMAZON COM INC$185.6M +37.7%
- BOOKING HOLDINGS INC$169.9M +4934.0%
- ASML HLDG NV$148.7M +17.5%
- LANDBRIDGE COMPANY LLC$148.6M +43.9%
Top Trims
- BERKSHIRE HATHAWAY INC DEL-$593.6M -5.6%
- MICROSOFT CORP-$489.5M -23.2%
- TAKE-TWO INTERACTIVE SOFTWAR-$231.7M -53.7%
- KKR & CO INC-$227.0M -20.7%
- SALESFORCE INC-$213.9M -30.2%
New Positions
- FRANCO NEV CORP$11.0M
- DOLLAR GEN CORP$11.0M
- MESABI TR$9.8M
- WHEATON PRECIOUS METALS CORP$9.2M
- AUTOLIV INC$8.3M
Exited Positions
- KYNDRYL HLDGS INC$13.2M
- SSGA ACTIVE ETF TR$7.4M
- INVESCO EXCH TRADED FD TR II$7.3M
- INTUIT$3.4M
- CHARLES RIV LABS INTL INC$2.2M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $10.03B | 27.82% | 13,969 | SH |
| 2 | MICROSOFT CORP | MSFT | 594918104 | $1.62B | 4.49% | 4,371,164 | SH |
| 3 | APPLE INC | AAPL | 037833100 | $1.27B | 3.53% | 5,016,495 | SH |
| 4 | ALPHABET INC | GOOG | 02079K107 | $1.16B | 3.22% | 4,051,938 | SH |
| 5 | ASML HLDG NV | ASML | N07059210 | $996.4M | 2.76% | 754,352 | SH |
| 6 | BROOKFIELD CORP | BN | 11271J107 | $940.0M | 2.61% | 23,265,685 | SH |
| 7 | AUTOZONE INC | AZO | 053332102 | $884.4M | 2.45% | 261,815 | SH |
| 8 | KKR & CO INC | KKR | 48251W104 | $869.0M | 2.41% | 9,394,167 | SH |
| 9 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $864.3M | 2.40% | 1,803,600 | SH |
| 10 | AMAZON COM INC | AMZN | 023135106 | $677.9M | 1.88% | 3,255,105 | SH |
| 11 | BROADCOM INC | AVGO | 11135F101 | $675.7M | 1.87% | 2,183,157 | SH |
| 12 | ORACLE CORP | ORCL | 68389X105 | $579.6M | 1.61% | 3,940,029 | SH |
| 13 | APPLIED MATLS INC | AMAT | 038222105 | $514.5M | 1.43% | 1,505,425 | SH |
| 14 | TEXAS PACIFIC LAND CORPORATI | TPL | 88262P102 | $504.3M | 1.40% | 1,062,769 | SH |
| 15 | SALESFORCE INC | CRM | 79466L302 | $493.8M | 1.37% | 2,645,328 | SH |
| 16 | LANDBRIDGE COMPANY LLC | LB | 514952100 | $487.3M | 1.35% | 7,057,228 | SH |
| 17 | VISA INC | V | 92826C839 | $468.1M | 1.30% | 1,548,816 | SH |
| 18 | HONEYWELL INTL INC | HON | 438516106 | $447.7M | 1.24% | 1,980,789 | SH |
| 19 | S&P GLOBAL INC | SPGI | 78409V104 | $445.2M | 1.23% | 1,046,651 | SH |
| 20 | DANAHER CORP DEL | DHR | 235851102 | $444.2M | 1.23% | 2,338,542 | SH |
| 21 | NVIDIA CORPORATION | NVDA | 67066G104 | $443.5M | 1.23% | 2,542,978 | SH |
| 22 | ALPHABET INC | GOOGL | 02079K305 | $436.1M | 1.21% | 1,516,693 | SH |
| 23 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $377.4M | 1.05% | 767,160 | SH |
| 24 | LINDE PLC | LIN | G54950103 | $353.3M | 0.98% | 712,599 | SH |
| 25 | SYNOPSYS INC | SNPS | 871607107 | $336.4M | 0.93% | 848,592 | SH |
| 26 | LOWES COS INC | LOW | 548661107 | $330.7M | 0.92% | 1,399,429 | SH |
| 27 | BOSTON SCIENTIFIC CORP | BSX | 101137107 | $308.2M | 0.85% | 4,911,217 | SH |
| 28 | PHILIP MORRIS INTL INC | PM | 718172109 | $295.7M | 0.82% | 1,775,569 | SH |
| 29 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $278.1M | 0.77% | 1,027,677 | SH |
| 30 | VANGUARD INDEX FDS | VOO | 922908363 | $252.6M | 0.70% | 422,673 | SH |
| 31 | INTEL CORP | INTC | 458140100 | $251.1M | 0.70% | 5,691,060 | SH |
| 32 | GE VERNOVA INC | GEV | 36828A101 | $238.7M | 0.66% | 273,360 | SH |
| 33 | AMRIZE LTD | AMRZ | H2927K103 | $220.6M | 0.61% | 3,937,879 | SH |
| 34 | KINSALE CAP GROUP INC | KNSL | 49714P108 | $210.5M | 0.58% | 616,031 | SH |
| 35 | OREILLY AUTOMOTIVE INC | ORLY | 67103H107 | $209.4M | 0.58% | 2,268,003 | SH |
| 36 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 874054109 | $199.7M | 0.55% | 1,011,265 | SH |
| 37 | ALLY FINL INC | ALLY | 02005N100 | $179.8M | 0.50% | 4,584,076 | SH |
| 38 | MARRIOTT INTL INC NEW | MAR | 571903202 | $175.8M | 0.49% | 537,617 | SH |
| 39 | JOHNSON & JOHNSON | JNJ | 478160104 | $173.5M | 0.48% | 709,890 | SH |
| 40 | BOOKING HOLDINGS INC | BKNG | 09857L108 | $173.3M | 0.48% | 41,171 | SH |
| 41 | MCDONALDS CORP | MCD | 580135101 | $167.9M | 0.47% | 540,296 | SH |
| 42 | INTERCONTINENTAL EXCHANGE IN | ICE | 45866F104 | $160.4M | 0.44% | 1,019,703 | SH |
| 43 | UNION PAC CORP | UNP | 907818108 | $159.0M | 0.44% | 655,256 | SH |
| 44 | CARLISLE COS INC | CSL | 142339100 | $148.2M | 0.41% | 444,266 | SH |
| 45 | AMERICAN EXPRESS CO | AXP | 025816109 | $139.0M | 0.39% | 459,690 | SH |
| 46 | VERTIV HOLDINGS CO | VRT | 92537N108 | $138.3M | 0.38% | 552,093 | SH |
| 47 | ABBVIE INC | ABBV | 00287Y109 | $131.5M | 0.36% | 604,832 | SH |
| 48 | BALL CORP | BALL | 058498106 | $119.5M | 0.33% | 2,020,895 | SH |
| 49 | MATCH GROUP INC NEW | MTCH | 57667L107 | $113.2M | 0.31% | 3,686,291 | SH |
| 50 | META PLATFORMS INC | META | 30303M102 | $108.4M | 0.30% | 189,550 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $36.06B | 753 | 0000728083-26-000005 |
| 2025-12-31 | 2026-02-17 | $38.09B | 729 | 0000728083-26-000002 |
| 2025-09-30 | 2025-11-14 | $37.86B | 714 | 0000728083-25-000015 |