FIRST MANHATTAN CO. LLC.

Est. AUM

$36.06B

13F long equity, this entity only

Positions

753

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	BERKSHIRE HATHAWAY INC DEL	CL A	$10.03B	13969	27.82%	SOLE
2	MICROSOFT CORP	COM	$1.62B	4371164	4.49%	SOLE
3	APPLE INC	COM	$1.27B	5016495	3.53%	SOLE
4	ALPHABET INC	CAP STK CL C	$1.16B	4051938	3.22%	SOLE
5	ASML HLDG NV	N Y REGISTRY SHS	$996.4M	754352	2.76%	SOLE
6	BROOKFIELD CORP	CL A LTD VT SH	$940.0M	23265685	2.61%	SOLE
7	AUTOZONE INC	COM	$884.4M	261815	2.45%	SOLE
8	KKR & CO INC	COM	$869.0M	9394167	2.41%	SOLE
9	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$864.3M	1803600	2.40%	SOLE
10	AMAZON COM INC	COM	$677.9M	3255105	1.88%	SOLE
11	BROADCOM INC	COM	$675.7M	2183157	1.87%	SOLE
12	ORACLE CORP	COM	$579.6M	3940029	1.61%	SOLE
13	APPLIED MATLS INC	COM	$514.5M	1505425	1.43%	SOLE
14	TEXAS PACIFIC LAND CORPORATI	COM	$504.3M	1062769	1.40%	SOLE
15	SALESFORCE INC	COM	$493.8M	2645328	1.37%	SOLE
16	LANDBRIDGE COMPANY LLC	CL A	$487.3M	7057228	1.35%	SOLE
17	VISA INC	COM CL A	$468.1M	1548816	1.30%	SOLE
18	HONEYWELL INTL INC	COM	$447.7M	1980789	1.24%	SOLE
19	S&P GLOBAL INC	COM	$445.2M	1046651	1.23%	SOLE
20	DANAHER CORP DEL	COM	$444.2M	2338542	1.23%	SOLE
21	NVIDIA CORPORATION	COM	$443.5M	2542978	1.23%	SOLE
22	ALPHABET INC	CAP STK CL A	$436.1M	1516693	1.21%	SOLE
23	THERMO FISHER SCIENTIFIC INC	COM	$377.4M	767160	1.05%	SOLE
24	LINDE PLC	SHS	$353.3M	712599	0.98%	SOLE
25	SYNOPSYS INC	COM	$336.4M	848592	0.93%	SOLE
26	LOWES COS INC	COM	$330.7M	1399429	0.92%	SOLE
27	BOSTON SCIENTIFIC CORP	COM	$308.2M	4911217	0.85%	SOLE
28	PHILIP MORRIS INTL INC	COM	$295.7M	1775569	0.82%	SOLE
29	UNITEDHEALTH GROUP INC	COM	$278.1M	1027677	0.77%	SOLE
30	VANGUARD INDEX FDS	S&P 500 ETF SHS	$252.6M	422673	0.70%	SOLE
31	INTEL CORP	COM	$251.1M	5691060	0.70%	SOLE
32	GE VERNOVA INC	COM	$238.7M	273360	0.66%	SOLE
33	AMRIZE LTD	SHS	$220.6M	3937879	0.61%	SOLE
34	KINSALE CAP GROUP INC	COM	$210.5M	616031	0.58%	SOLE
35	OREILLY AUTOMOTIVE INC	COM	$209.4M	2268003	0.58%	SOLE
36	TAKE-TWO INTERACTIVE SOFTWAR	COM	$199.7M	1011265	0.55%	SOLE
37	ALLY FINL INC	COM	$179.8M	4584076	0.50%	SOLE
38	MARRIOTT INTL INC NEW	CL A	$175.8M	537617	0.49%	SOLE
39	JOHNSON & JOHNSON	COM	$173.5M	709890	0.48%	SOLE
40	BOOKING HOLDINGS INC	COM	$173.3M	41171	0.48%	SOLE
41	MCDONALDS CORP	COM	$167.9M	540296	0.47%	SOLE
42	INTERCONTINENTAL EXCHANGE IN	COM	$160.4M	1019703	0.44%	SOLE
43	UNION PAC CORP	COM	$159.0M	655256	0.44%	SOLE
44	CARLISLE COS INC	COM	$148.2M	444266	0.41%	SOLE
45	AMERICAN EXPRESS CO	COM	$139.0M	459690	0.39%	SOLE
46	VERTIV HOLDINGS CO	COM CL A	$138.3M	552093	0.38%	SOLE
47	ABBVIE INC	COM	$131.5M	604832	0.36%	SOLE
48	BALL CORP	COM	$119.5M	2020895	0.33%	SOLE
49	MATCH GROUP INC NEW	COM	$113.2M	3686291	0.31%	SOLE
50	META PLATFORMS INC	CL A	$108.4M	189550	0.30%	SOLE

1–50 of 753

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.