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Size ($ in 1000's)
At 12/31/2023: $28,826,483
At 09/30/2023: $27,093,581
First Manhattan CO. LLC. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from First Manhattan CO. LLC. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the First Manhattan CO. LLC. top holdings by largest position size, as per the latest 13f filing made by First Manhattan CO. LLC..
In the First Manhattan CO. LLC.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by First Manhattan CO. LLC. in that top holding, then the share count change between reporting periods, and finally the First Manhattan CO. LLC. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
 BERKSHIRE HATHAWAY INC DEL |
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|
$10,015,731 | | BRK.A | 17,130 | +211 | $9,293,538 | | BRK.B | 2,024,874 | -29,336 | $722,193 | | MICROSOFT CORP |
4,652,057 |
-75,049 |
$1,743,631 | | MSFT | 4,652,057 | -75,049 | $1,743,631 | | APPLE INC |
7,120,550 |
-280,627 |
$1,368,179 | | AAPL | 7,120,550 | -280,627 | $1,368,179 | | UNITEDHEALTH GROUP INC |
1,725,729 |
-44,778 |
$904,311 | | UNH | 1,725,729 | -44,778 | $904,311 | | ALPHABET INC |
5,630,681 |
-57,293 |
$790,868 | | GOOG | 5,630,681 | -57,293 | $790,868 | | KKR & CO INC |
9,349,916 |
+200,882 |
$766,649 | | KKR | 9,349,916 | +200,882 | $766,649 | | BROOKFIELD CORP |
17,950,287 |
-370,108 |
$720,168 | | BN | 17,950,287 | -370,108 | $720,168 | | AUTOZONE INC |
256,505 |
-1,046 |
$663,222 | | AZO | 256,505 | -1,046 | $663,222 | | ORACLE CORP |
5,295,146 |
+153,370 |
$555,459 | | ORCL | 5,295,146 | +153,370 | $555,459 | | DANAHER CORPORATION |
2,153,257 |
-13,615 |
$498,148 | | DHR | 2,153,257 | -13,615 | $498,148 | | THERMO FISHER SCIENTIFIC INC |
917,811 |
-102,628 |
$485,141 | | TMO | 917,811 | -102,628 | $485,141 | | NESTLE S A |
3,452,862 |
-93,407 |
$399,263 | | NSRGY | 3,452,862 | -93,407 | $399,263 | | HONEYWELL INTL INC |
1,457,726 |
-12,669 |
$305,740 | | HON | 1,457,726 | -12,669 | $305,740 | | LOWES COS INC |
1,347,620 |
+85,026 |
$295,967 | | LOW | 1,347,620 | +85,026 | $295,967 | | VISA INC |
1,102,035 |
-23,243 |
$286,922 | | V | 1,102,035 | -23,243 | $286,922 | | S&P GLOBAL INC |
651,016 |
-7,856 |
$284,397 | | SPGI | 651,016 | -7,856 | $284,397 | | ACCENTURE PLC IRELAND |
744,815 |
-11,966 |
$261,380 | | ACN | 744,815 | -11,966 | $261,380 | | LINDE PLC |
626,216 |
-19,233 |
$253,147 | | LIN | 626,216 | -19,233 | $253,147 | | ALPHABET INC |
1,738,421 |
+11,261 |
$241,418 | | GOOGL | 1,738,421 | +11,261 | $241,418 | | BROADCOM INC |
208,815 |
+84,258 |
$232,583 | | AVGO | 208,815 | +84,258 | $232,583 | | TEXAS PACIFIC LAND CORPORATI |
142,776 |
-217 |
$224,512 | | TPL | 142,776 | -217 | $224,512 | | AMAZON COM INC |
1,366,769 |
-51,409 |
$207,667 | | AMZN | 1,366,769 | -51,409 | $207,667 | | KEYSIGHT TECHNOLOGIES INC |
1,318,211 |
-9,425 |
$206,875 | | KEYS | 1,318,211 | -9,425 | $206,875 | | COPART INC |
4,122,358 |
-53,855 |
$201,996 | | CPRT | 4,122,358 | -53,855 | $201,996 | | ASML HOLDING N V |
265,392 |
+10,778 |
$200,881 | | ASML | 265,392 | +10,778 | $200,881 | | OREILLY AUTOMOTIVE INC |
210,599 |
-3,341 |
$196,151 | | ORLY | 210,599 | -3,341 | $196,151 | | COMCAST CORP NEW |
4,430,172 |
-59,947 |
$194,058 | | CMCSA | 4,430,172 | -59,947 | $194,058 | | MCDONALDS CORP |
646,397 |
+3,999 |
$188,100 | | MCD | 646,397 | +3,999 | $188,100 | | PHILIP MORRIS INTL INC |
1,894,784 |
-16,723 |
$178,265 | | PM | 1,894,784 | -16,723 | $178,265 | | VANGUARD INDEX FDS (VOO) |
398,116 |
+48,289 |
$173,910 | | VOO | 398,116 | +48,289 | $173,910 | | INTERCONTINENTAL EXCHANGE IN (ICE) |
1,306,123 |
-259,596 |
$167,746 | | ICE | 1,306,123 | -259,596 | $167,746 | | JOHNSON & JOHNSON |
1,059,006 |
-52,897 |
$166,013 | | JNJ | 1,059,006 | -52,897 | $166,013 | | MONDELEZ INTL INC |
2,259,589 |
-12,514 |
$163,665 | | MDLZ | 2,259,589 | -12,514 | $163,665 | | ENTEGRIS INC |
1,268,394 |
-387,234 |
$149,136 | | ENTG | 1,268,394 | -387,234 | $149,136 | | MARRIOTT INTL INC NEW |
628,553 |
-15,235 |
$141,745 | | MAR | 628,553 | -15,235 | $141,745 | | NIKE INC |
1,280,519 |
-222,606 |
$139,030 | | NKE | 1,280,519 | -222,606 | $139,030 | | NEXTERA ENERGY INC |
2,092,791 |
-310,517 |
$127,120 | | NEE | 2,092,791 | -310,517 | $127,120 | | ALLY FINL INC |
3,553,970 |
+502,052 |
$124,105 | | ALLY | 3,553,970 | +502,052 | $124,105 | | PDD HOLDINGS INC |
811,295 |
-99,995 |
$118,701 | | PDD | 811,295 | -99,995 | $118,701 | | MATCH GROUP INC NEW |
3,185,053 |
-360,977 |
$116,254 | | MTCH | 3,185,053 | -360,977 | $116,254 | | MARKEL GROUP INC |
75,217 |
+20,842 |
$106,801 | | MKL | 75,217 | +20,842 | $106,801 | | AMERICAN EXPRESS CO |
558,625 |
-1,845 |
$104,654 | | AXP | 558,625 | -1,845 | $104,654 | | AMERICAN TOWER CORP NEW |
486,708 |
-68,298 |
$103,414 | | AMT | 486,708 | -68,298 | $103,414 | | ABBVIE INC |
650,067 |
-18,501 |
$100,744 | | ABBV | 650,067 | -18,501 | $100,744 | | CSW INDUSTRIALS INC |
477,007 |
-9,780 |
$98,938 | | CSWI | 477,007 | -9,780 | $98,938 | | FORTIVE CORP |
1,232,897 |
+62,277 |
$90,779 | | FTV | 1,232,897 | +62,277 | $90,779 | | SERVICE CORP INTL |
1,296,335 |
+6,631 |
$88,739 | | SCI | 1,296,335 | +6,631 | $88,739 | | COCA COLA CO |
1,453,259 |
-16,632 |
$85,645 | | KO | 1,453,259 | -16,632 | $85,645 | | NORTHERN LTS FD TR IV |
3,032,298 |
+2,505 |
$80,690 | | FMCX | 3,032,298 | +2,505 | $80,690 | | BROOKFIELD INFRAST PARTNERS |
2,373,758 |
+53,773 |
$74,750 | | BIP | 2,373,758 | +53,773 | $74,750 |
See Full List: All Stocks Held By First Manhattan CO. LLC.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By First Manhattan CO. LLC.
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