First Manhattan Co. Llc.

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-05-15
Total Holdings
678
Total Value
34278225035
Accession Number
0001750312-25-000007
Form Type
13F-HR
CIK
0000728083
Manager Name
First Manhattan Co. Llc.
Data Enrichment
91% identified
618 identified60 unidentified

Holdings

678 positions
Manager:
SEC
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Page 13 of 34
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AMERICAN INTERNATIONAL GROUP, INC.
AIG|026874784
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42376(-5.7%)
Value:
$3.7B(+12.6%)
PROGRESSIVE CORP/OH/
PGR|743315103
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12986(+0.8%)
Value:
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CIENA CORP
CIEN|171779309
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59827(-28.8%)
Value:
$3.6B(-49.3%)
CONSTELLATION BRANDS, INC.
STZ|21036P108
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18861(+8.2%)
Value:
$3.5B(-10.1%)
Apollo Global Management, Inc.
APO|03769M106
Shares:
25093(+20.1%)
Value:
$3.4B(-0.4%)
LAMAR ADVERTISING CO/NEW
LAMR|512816109
Shares:
29690(+3.2%)
Value:
$3.4B(-3.5%)
Otter Tail Corp
OTTR|689648103
Shares:
41930(-3.4%)
Value:
$3.4B(+2.9%)
Zoetis Inc.
ZTS|98978V103
Shares:
20393(-8.8%)
Value:
$3.4B(-7.8%)
CISCO SYSTEMS, INC.
CSCO|17275R102
Shares:
53461(-5.4%)
Value:
$3.3B(-1.4%)
PORTLAND GENERAL ELECTRIC CO /OR/
POR|736508847
Shares:
72990(-0.1%)
Value:
$3.3B(+2.1%)
KLA CORP
KLAC|482480100
Shares:
4835(+14.2%)
Value:
$3.3B(+23.2%)
Phillips 66
PSX|718546104
Shares:
26079(-1.4%)
Value:
$3.2B(-24.1%)
ONTO INNOVATION INC.
ONTO|683344105
Shares:
26499(-13.7%)
Value:
$3.2B(-37.2%)
PayPal Holdings, Inc.
PYPL|70450Y103
Shares:
48535(+19.2%)
Value:
$3.2B(-8.8%)
AVIS BUDGET GROUP, INC.
CAR|053774105
Shares:
41359(-2.1%)
Value:
$3.1B(-7.8%)
CompoSecure, Inc.
CMPO|20459V105
Shares:
288492
Value:
$3.1B
ROPER TECHNOLOGIES INC
ROP|776696106
Shares:
5316(-12.0%)
Value:
$3.1B(-0.2%)
464287804
IJR|464287804
Shares:
29674(-0.1%)
Value:
$3.1B(-9.3%)
KIMBERLY CLARK CORP
KMB|494368103
Shares:
21272(+0.0%)
Value:
$3.1B(+3.0%)