First Manhattan Co. LLC. 13F Holdings
First Manhattan Co. LLC.'s holdings from its Form 13F-HR filing for the quarter ended June 30, 2026, compared with the previous quarter (March 31, 2026). 13F filings list the long U.S. equity positions held by institutional investment managers with over $100 million under management.
Quarter
Q2 2026
Reported 13F value
$39.2B
Largest holding
Berkshire Hathaway Inc DEL (CL A)
Biggest Buys (Q2 2026)
| Security | Change | Value of change | % of portfolio |
|---|---|---|---|
| HONEYWELL INTL INC | New position | $416.0M | 1.06% |
| HONEYWELL AEROSPACE INC | New position | $414.7M | 1.06% |
| UBER TECHNOLOGIES INC | +2.81M sh | $202.6M | 0.63% |
| WOLFSPEED INC | New position | $79.4M | 0.20% |
| WORKDAY INC (CL A) | New position | $78.3M | 0.20% |
| EAGLEROCK LD LLC (CL A SHS REP LTD) | New position | $69.2M | 0.18% |
| GE AEROSPACE (COM NEW) | +193,000 sh | $63.5M | 0.37% |
| QXO INC (COM NEW) | +3.22M sh | $59.2M | 0.21% |
| ACCENTURE PLC IRELAND (SHS CLASS A) | +275,500 sh | $44.5M | 0.24% |
| VISA INC (COM CL A) | +133,700 sh | $43.2M | 1.47% |
Biggest Sells (Q2 2026)
| Security | Change | Value of change | % of portfolio |
|---|---|---|---|
| HONEYWELL INTL INC | Sold out | -$447.7M | 0.00% |
| BOSTON SCIENTIFIC CORP | -3.21M sh | -$169.4M | 0.18% |
| SALESFORCE INC | -904,900 sh | -$155.5M | 0.70% |
| KINSALE CAP GROUP INC | -427,600 sh | -$143.6M | 0.16% |
| APPLIED MATLS INC | -264,900 sh | -$141.1M | 2.29% |
| BERKSHIRE HATHAWAY INC DEL (CL A) | -200 sh | -$121.8M | 26.34% |
| INTEL CORP | -1.05M sh | -$96.7M | 1.65% |
| ASML HLDG NV (N Y REGISTRY SHS) | -36,000 sh | -$59.5M | 3.64% |
| COPART INC | -1.85M sh | -$56.7M | 0.08% |
| UNITEDHEALTH GROUP INC | -160,300 sh | -$55.0M | 0.92% |
Top 50 Holdings
| Security | Value | % of portfolio | Change in shares |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL (CL A) | $10.3B | 26.34% | -1.19% |
| MICROSOFT CORP | $1.6B | 4.13% | -0.59% |
| ASML HLDG NV (N Y REGISTRY SHS) | $1.4B | 3.64% | -4.76% |
| APPLE INC | $1.4B | 3.64% | -1.61% |
| ALPHABET INC (CAP STK CL C) | $1.4B | 3.54% | -2.98% |
| BROOKFIELD CORP (CL A LTD VT SH) | $964.4M | 2.46% | -2.81% |
| APPLIED MATLS INC | $896.8M | 2.29% | -17.60% |
| BERKSHIRE HATHAWAY INC DEL (CL B NEW) | $889.6M | 2.27% | -1.43% |
| KKR & CO INC | $864.2M | 2.20% | +0.23% |
| AUTOZONE INC | $837.8M | 2.14% | +0.12% |
| BROADCOM INC | $812.3M | 2.07% | -1.51% |
| AMAZON COM INC | $777.6M | 1.98% | +0.22% |
| INTEL CORP | $647.7M | 1.65% | -18.49% |
| VISA INC (COM CL A) | $577.3M | 1.47% | +8.63% |
| LANDBRIDGE COMPANY LLC (CL A) | $561.2M | 1.43% | +0.36% |
| ORACLE CORP | $552.9M | 1.41% | -4.25% |
| ALPHABET INC (CAP STK CL A) | $528.6M | 1.35% | -2.48% |
| NVIDIA CORPORATION | $506.6M | 1.29% | -0.43% |
| TEXAS PACIFIC LAND CORPORATI | $466.0M | 1.19% | +0.19% |
| DANAHER CORP DEL | $429.1M | 1.09% | -3.85% |
| THERMO FISHER SCIENTIFIC INC | $422.4M | 1.08% | +9.74% |
| S&P GLOBAL INC | $421.0M | 1.07% | -1.24% |
| HONEYWELL INTL INC | $416.0M | 1.06% | New |
| HONEYWELL AEROSPACE INC | $414.7M | 1.06% | New |
| SYNOPSYS INC | $383.2M | 0.98% | +1.24% |
| UNITEDHEALTH GROUP INC | $360.5M | 0.92% | -15.59% |
| LINDE PLC | $352.0M | 0.90% | -4.81% |
| PHILIP MORRIS INTL INC | $322.2M | 0.82% | -0.35% |
| GE VERNOVA INC | $318.0M | 0.81% | -1.02% |
| VANGUARD INDEX FDS (S&P 500 ETF SHS) | $295.4M | 0.75% | +1.75% |
| LOWES COS INC | $290.4M | 0.74% | -5.88% |
| SALESFORCE INC | $273.4M | 0.70% | -34.21% |
| TAKE-TWO INTERACTIVE SOFTWAR | $253.9M | 0.65% | +0.43% |
| UBER TECHNOLOGIES INC | $248.5M | 0.63% | +446.20% |
| ALLY FINL INC | $205.8M | 0.52% | -2.29% |
| OREILLY AUTOMOTIVE INC | $203.8M | 0.52% | -2.41% |
| MARRIOTT INTL INC NEW (CL A) | $195.8M | 0.50% | -1.71% |
| BOOKING HOLDINGS INC | $194.1M | 0.49% | +9.13% |
| JOHNSON & JOHNSON | $179.0M | 0.46% | -0.73% |
| UNION PAC CORP | $176.0M | 0.45% | -1.25% |
| CARLISLE COS INC | $170.2M | 0.43% | +5.61% |
| AMRIZE LTD | $167.6M | 0.43% | -20.14% |
| AMERICAN EXPRESS CO | $153.4M | 0.39% | -1.34% |
| ABBVIE INC | $149.7M | 0.38% | -1.67% |
| GE AEROSPACE (COM NEW) | $144.2M | 0.37% | +100.17% |
| MCDONALDS CORP | $140.4M | 0.36% | -3.90% |
| MATCH GROUP INC NEW | $139.6M | 0.36% | -0.49% |
| VERTIV HOLDINGS CO (COM CL A) | $129.0M | 0.33% | -30.20% |
| BALL CORP | $127.5M | 0.33% | +1.14% |
| ASSURANT INC | $108.9M | 0.28% | -0.72% |
Values are as reported in the filing, adjusted for stock splits. Ranked by market value; options and other non-equity positions may be included where the filing lists them.
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