First-Manhattan-Co

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NECB",
  "NWE",
  "RGEN",
  "ARES",
  "GTES",
  "ESGR",
  "MTCH",
  null,
  null,
  null,
  "PLXS",
  "NTR",
  "AGI.TO",
  "ARW",
  null,
  "BEP",
  "ENTG",
  "BEPC",
  "AVAV",
  null,
  "RF",
  "QSR",
  "SPR",
  "ONON",
  "ATR",
  "FWONK",
  "SNOW",
  "MU",
  null,
  "ACN",
  "OTTR",
  "MMM",
  "ABT",
  "PPBI",
  "ABBV",
  "ADBE",
  "A",
  "APD",
  "BABA",
  "LARK",
  "SKT",
  "MWA",
  "JEF",
  "MTSI",
  "VONG",
  null,
  "ALL",
  "GOOGL",
  "UTL",
  "VTS",
  "CET",
  "AXP",
  null,
  "AKR",
  "APG",
  "AIG",
  "ASML",
  "T",
  "BLK",
  "AMAL",
  "CAT",
  "BUD",
  "AVGO",
  "LOW",
  "KMX",
  "CP.TO",
  "AUB",
  "FELE",
  "BSX",
  "HHH",
  "IAC",
  null,
  "CCI",
  "COF",
  "LEN-B",
  "CTO",
  "LLYVA",
  null,
  "DUK",
  "NICE",
  "NRIM",
  "PRIM",
  null,
  "EBAY",
  "RUM",
  "SJW",
  "SAFT",
  "ECG",
  "WTRG",
  "EOG",
  "UVSP",
  "UE",
  "USCB",
  "EXPD",
  null,
  "UG",
  "FXNC",
  "PNR",
  "NRK",
  "CLSD",
  "FCX",
  "TMC",
  "TSHA",
  "GD",
  "GILD",
  "GIS",
  "ALDX",
  "ARKR",
  "AVD",
  "HLT",
  "ARIS",
  "HON",
  "HD",
  "BAER",
  "CHW",
  "AZN",
  "MCD",
  "RPM",
  null,
  "UNP",
  "ARTNA",
  "QCOM",
  "CALC",
  "FSBW",
  "LAMR",
  "ISRG",
  "IMRX",
  "HSBC",
  "ABUS",
  "HTBK",
  "LEN",
  "ITW",
  "IDA",
  "INGR",
  "AMAT",
  "EMR",
  "BKNG",
  "ICE",
  "META",
  null,
  "MNSB",
  "LUCD",
  "MRBK",
  "MIR",
  "BEEP",
  null,
  "NEXT",
  "NNBR",
  "PAYO",
  "OVID",
  "PDSB",
  "OPBK",
  "PRK",
  "PKBK",
  "IJH",
  "BPRN",
  "QIPT",
  null,
  "METCB",
  "FRST",
  "SBFG",
  null,
  "TRC",
  "TGB",
  "SGC",
  "TDW",
  "TRST",
  "IQV",
  "CFBK",
  null,
  "BOTJ",
  "DMAC",
  "NCA",
  null,
  "KNSL",
  "KMI",
  "LHX",
  "LRCX",
  "FWONA",
  "GAM",
  "LIN",
  "OPK",
  null,
  "L",
  null,
  "CFFI",
  "BAFN",
  "MPC",
  "MGYR",
  "MMC",
  "PWR",
  "METC",
  "SPE",
  "MA",
  "QXO",
  null,
  null,
  "MDT",
  null,
  null,
  "MSFT",
  null,
  "MAA",
  "MDLZ",
  "MS",
  "TMUS",
  "NDAQ",
  "EXC",
  "EVRG",
  "FND",
  "FTV",
  "GE",
  "NTRS",
  "NI",
  "HES",
  "NVS",
  "TEVA",
  "OXY",
  "OMC",
  "ORLY",
  "DIBS",
  "AER",
  "BX",
  "HSY",
  "AMP",
  "FAST",
  "ANSS",
  "DG",
  "IJR",
  "KKR",
  "KLAC",
  "IWD",
  "ORCL",
  "NOC",
  "OKE",
  "PAYX",
  "VGIT",
  "VHT",
  null,
  "REG",
  "EEM",
  "IWF",
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "PGR",
  "IEMG",
  null,
  "IVV",
  "PBR",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "ECL",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "OGN",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "KEYS",
  "MAN",
  "MKC",
  "NRO",
  "AMGN",
  null,
  "IEFA",
  "SPGI",
  "RY",
  "SCHX",
  null,
  null,
  "NOW",
  "SHOP",
  "SLB",
  "ROP",
  "SRE",
  "O",
  "SNA",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  null,
  "BP",
  "AMT",
  "IBM",
  "SYK",
  "SBUX",
  "SNPS",
  "TEL",
  "CI",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TDG",
  "TRV",
  "TYL",
  "UBER",
  "UL",
  "UPS",
  "VO",
  "NEM",
  "SMHI",
  "MET",
  "VXF",
  "SOUN",
  "VV",
  "OLP",
  "OGE",
  "MSEX",
  "MVBF",
  "SCHW",
  "PAVM",
  "WNEB",
  "MDU",
  "POR",
  "ACU",
  "ALC",
  "PNW",
  "VWO",
  "AWI",
  "OFG",
  "VCIT",
  "LBRDA",
  null,
  "CSWC",
  "VIG",
  "BCML",
  "NATH",
  "VLN",
  "ACP",
  "TXT",
  "TRS",
  "LSBK",
  "IWN",
  "SNY",
  "GL",
  "GGG",
  null,
  "TSM",
  "GSK",
  null,
  "PR",
  null,
  null,
  "BN.TO",
  "VYM",
  "DD",
  "VRTX",
  null,
  "K",
  "TT",
  "GROV",
  "GPK",
  "GRBK",
  "VRT",
  "RRC",
  "RYN",
  "MLI",
  "MSA",
  "AON",
  "SWX",
  "AEE",
  "GM",
  "VNO",
  "ACGL",
  "TMHC",
  null,
  "AVY",
  "AFL",
  "APH",
  "AMD",
  "FI",
  "DRI",
  "WAB",
  "IP",
  "DEO",
  "AJG",
  "WM",
  "FTNT",
  "IWR",
  "EFX",
  "VLY",
  "AIZ",
  "ROIV",
  "AEP",
  "CZWI",
  "CRWS",
  "CHMG",
  "EEX",
  "ESQ",
  "EFSC",
  "EBMT",
  "FSEA",
  "EOLS",
  "EVLV",
  "ES",
  null,
  "HTH",
  "KLTR",
  "KNF",
  "LB",
  "KW",
  "IDXX",
  "PCYO",
  "BIPC",
  null,
  "NBN",
  "IEX",
  "AOS",
  "PEG",
  "NVO",
  "DHI",
  "AMZN",
  "MSI",
  null,
  "TTWO",
  "CMS",
  "HCA",
  "SIRI",
  "AL",
  "KD",
  "TPL",
  "AMTM",
  "MTX",
  "DOX",
  null,
  "CEF",
  "SG",
  null,
  null,
  "HBAN",
  "VEU",
  "VGT",
  "USB",
  "ESGV",
  "VUG",
  "VEA",
  null,
  "VYMI",
  "VONE",
  "VXUS",
  "VOOG",
  "VTWO",
  null,
  "VBK",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  null,
  "VLTO",
  "VBTX",
  "VTV",
  "V",
  "VMEO",
  "WBD",
  "WMT",
  "WAT",
  null,
  "WBS",
  "WFC",
  "WTM",
  "WTW",
  "WMB",
  null,
  "WH",
  "ZVIA",
  "YORW",
  "YUMC",
  "YUM",
  "XPO",
  "XYL",
  "SOLV",
  "ESI",
  "ADT",
  "ONTO",
  "NVGS",
  "POST",
  "MTB",
  "CNQ",
  "GEN",
  "SCHD",
  "ET",
  "DVY",
  "SCHF",
  "DEI",
  "NSC",
  "KIM",
  "CACC",
  null,
  "LBRDK",
  "LLYVK",
  "LH",
  "MKL",
  "MGM",
  "NOV",
  "TRUP",
  "SO",
  null,
  "OTIS",
  "PSX",
  "CRM",
  null,
  "SCI",
  null,
  "TAC",
  "TDY",
  "S",
  "SYY",
  "PTEN",
  "DIA",
  "LNTH",
  "GEV",
  "TRI.TO",
  "ZBH",
  "DGRO",
  "MCK",
  "HESM",
  "NVT",
  "PAAS",
  "EXR",
  "GWW",
  "PSA",
  "NUE",
  null,
  "EG",
  "PAYC",
  "FDX",
  "AME",
  "ALLY",
  null,
  "STE",
  "KMB",
  "LULU",
  "ADP",
  "AZO",
  "CAR",
  "AXS",
  "BALL",
  "BAC",
  "BKU",
  "OZK",
  "BK",
  "BRK-A",
  "BRK-B",
  "BAX",
  "BDX",
  "BKH",
  "BIO",
  "BL",
  "BA",
  "BAH",
  "OWL",
  "BMY",
  "BCO",
  "BRT",
  "BRKL",
  "BIP",
  "BAM.TO",
  "BR",
  "BWXT",
  "BXP",
  "CAL",
  "CAC",
  "CDNS",
  "CPT",
  "CARE",
  "CG",
  "CARR",
  "CBL",
  "CBZ",
  "CNC",
  "CERS",
  "CPK",
  "CVX",
  "GTLS",
  "CHTR",
  "CIEN",
  "CB",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "CFG",
  "C",
  "CLVT",
  "CLX",
  "CME",
  "KO",
  "COHR",
  "CMCSA",
  "CL",
  "CMC",
  "COP",
  "CWBC",
  "CMP",
  "CMPO",
  "CWCO",
  "STZ",
  "COO",
  "CEG",
  "CPRT",
  "ED",
  "CTRA",
  "COTY",
  "COST",
  "CTVA",
  "CSGP",
  "CPNG",
  "CVS",
  "CSX",
  "CCK",
  "CSWI",
  "CFR",
  "DHR",
  "DE",
  "DVN",
  "FANG",
  "XRAY",
  "DAL",
  null,
  "DFAX",
  "DFS",
  "RSP",
  null,
  "EFA",
  "J",
  "ADI",
  "MCO",
  "VMC",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  "IWM",
  "EPD",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "AWK",
  "APO",
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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: first-manhattan-co
Manager Name: First-Manhattan-Co

Data Enrichment

91% identified

618 identified60 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

678 positions • $34.3B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:1.5M

Value:$320.2M

% of Portfolio:0.9% ($320.2M/$34.3B)

S&P Global Inc.

SPGI|78409V104

Shares:608.1K

Value:$309.0M

% of Portfolio:0.9% ($309.0M/$34.3B)

LINDE PLC

LIN|G54950103

Shares:651.9K

Value:$303.5M

% of Portfolio:0.9% ($303.5M/$34.3B)

Alphabet Inc.

GOOGL|02079K305

Shares:1.9M

Value:$298.7M

% of Portfolio:0.9% ($298.7M/$34.3B)

Philip Morris International Inc.

PM|718172109

Shares:1.9M

Value:$298.6M

% of Portfolio:0.9% ($298.6M/$34.3B)

AMAZON COM INC

AMZN|023135106

Shares:1.3M

Value:$254.9M

% of Portfolio:0.7% ($254.9M/$34.3B)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:175.3K

Value:$251.2M

% of Portfolio:0.7% ($251.2M/$34.3B)

922908363

VOO|922908363

Shares:460.0K

Value:$236.4M

% of Portfolio:0.7% ($236.4M/$34.3B)

COPART INC

CPRT|217204106

Shares:3.9M

Value:$221.4M

% of Portfolio:0.6% ($221.4M/$34.3B)

F58485115

Shares:328.4K

Value:$202.9M

% of Portfolio:0.6% ($202.9M/$34.3B)

LandBridge Co LLC

LB|514952100

Shares:2.8M

Value:$201.3M

% of Portfolio:0.6% ($201.3M/$34.3B)

NVIDIA CORP

NVDA|67066G104

Shares:1.8M

Value:$198.8M

% of Portfolio:0.6% ($198.8M/$34.3B)

Intercontinental Exchange, Inc.

ICE|45866F104

Shares:1.2M

Value:$198.7M

% of Portfolio:0.6% ($198.7M/$34.3B)

Accenture plc

ACN|G1151C101

Shares:627.9K

Value:$195.9M

% of Portfolio:0.6% ($195.9M/$34.3B)

MCDONALDS CORP

MCD|580135101

Shares:620.7K

Value:$193.9M

% of Portfolio:0.6% ($193.9M/$34.3B)

Mondelez International, Inc.

MDLZ|609207105

Shares:2.4M

Value:$163.8M

% of Portfolio:0.5% ($163.8M/$34.3B)

Ally Financial Inc.

ALLY|02005N100

Shares:4.3M

Value:$155.3M

% of Portfolio:0.5% ($155.3M/$34.3B)

AMERICAN EXPRESS CO

AXP|025816109

Shares:518.8K

Value:$139.6M

% of Portfolio:0.4% ($139.6M/$34.3B)

JOHNSON & JOHNSON

JNJ|478160104

Shares:788.8K

Value:$130.8M

% of Portfolio:0.4% ($130.8M/$34.3B)

MARRIOTT INTERNATIONAL INC /MD/

MAR|571903202

Shares:549.1K

Value:$130.8M

% of Portfolio:0.4% ($130.8M/$34.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	1.5M	QoQ +9.09% (+126.0K) YoY +1.51% (+22.6K)	All Managers (Combined)	$320.2M	0.9% ($320.2M/$34.3B)	QoQ +1.31% (+$4.2M) YoY +4.71% (+$14.4M)
S&P Global Inc.(SPGIcusip78409V104)	608.1K	QoQ -3.46% (-21.8K) YoY -6.49% (-42.3K)	All Managers (Combined)	$309.0M	0.9% ($309.0M/$34.3B)	QoQ -2.20% (-$7.0M) YoY +11.66% (-$32.3M)
LINDE PLC(LINcusipG54950103)	651.9K	QoQ +7.24% (+44.0K) YoY +4.05% (+25.4K)	All Managers (Combined)	$303.5M	0.9% ($303.5M/$34.3B)	QoQ +17.57% (+$45.4M) YoY +4.35% (+$12.7M)
Alphabet Inc.(GOOGLcusip02079K305)	1.9M	QoQ -0.88% (-17.3K) YoY +2.57% (+48.6K)	All Managers (Combined)	$298.7M	0.9% ($298.7M/$34.3B)	QoQ -19.36% (-$71.7M) YoY +5.10% (+$14.5M)
Philip Morris International Inc.(PMcusip718172109)	1.9M	QoQ -0.24% (-4.6K) YoY -1.45% (-27.7K)	All Managers (Combined)	$298.6M	0.9% ($298.6M/$34.3B)	QoQ +30.52% (-$69.8M) YoY +71.92% (-$124.9M)
AMAZON COM INC(AMZNcusip023135106)	1.3M	QoQ +4.43% (-56.9K) YoY +0.23% (+3.2K)	All Managers (Combined)	$254.9M	0.7% ($254.9M/$34.3B)	QoQ -9.43% (-$26.6M) YoY +5.72% (+$13.8M)
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	175.3K	QoQ -7.71% (-14.7K) YoY -13.37% (-27.1K)	All Managers (Combined)	$251.2M	0.7% ($251.2M/$34.3B)	QoQ +9.51% (-$21.8M) YoY +9.93% (-$22.7M)
(VOOcusip922908363)	460.0K	QoQ -5.70% (-27.8K) YoY +0.59% (+2.7K)	All Managers (Combined)	$236.4M	0.7% ($236.4M/$34.3B)	QoQ -10.06% (-$26.4M) YoY +7.53% (+$16.6M)
COPART INC(CPRTcusip217204106)	3.9M	QoQ +0.26% (-10.4K) YoY -6.56% (-274.9K)	All Managers (Combined)	$221.4M	0.6% ($221.4M/$34.3B)	QoQ -1.13% (-$2.5M) YoY -8.71% (-$21.1M)
(cusipF58485115)✕	328.4K	QoQ +5.87% (-18.2K) YoY NEW(+328.4K)	All Managers (Combined)	$202.9M	0.6% ($202.9M/$34.3B)	QoQ -0.56% (-$1.1M) YoY NEW(+$202.9M)
LandBridge Co LLC(LBcusip514952100)	2.8M	QoQ +3.12% (+84.7K) YoY NEW(+2.8M)	All Managers (Combined)	$201.3M	0.6% ($201.3M/$34.3B)	QoQ +14.83% (+$26.0M) YoY NEW(+$201.3M)
NVIDIA CORP(NVDAcusip67066G104)	1.8M	QoQ +11.38% (-187.4K) YoY +3644.94% (+1.8M)	All Managers (Combined)	$198.8M	0.6% ($198.8M/$34.3B)	QoQ -10.34% (-$22.9M) YoY +349.17% (+$154.6M)
Intercontinental Exchange, Inc.(ICEcusip45866F104)	1.2M	QoQ +0.62% (+7.1K) YoY -6.37% (-78.5K)	All Managers (Combined)	$198.7M	0.6% ($198.7M/$34.3B)	QoQ +16.33% (+$27.9M) YoY +17.51% (-$29.6M)
Accenture plc(ACNcusipG1151C101)	627.9K	QoQ -6.75% (-45.5K) YoY -13.64% (-99.2K)	All Managers (Combined)	$195.9M	0.6% ($195.9M/$34.3B)	QoQ -17.28% (-$41.0M) YoY -22.26% (-$56.1M)
MCDONALDS CORP(MCDcusip580135101)	620.7K	QoQ -5.15% (-33.7K) YoY -6.97% (-46.6K)	All Managers (Combined)	$193.9M	0.6% ($193.9M/$34.3B)	QoQ +2.00% (-$3.8M) YoY +3.05% (-$5.8M)
Mondelez International, Inc.(MDLZcusip609207105)	2.4M	QoQ +0.55% (+13.3K) YoY -1.69% (-41.3K)	All Managers (Combined)	$163.8M	0.5% ($163.8M/$34.3B)	QoQ +13.15% (+$19.0M) YoY -4.06% (-$6.9M)
Ally Financial Inc.(ALLYcusip02005N100)	4.3M	QoQ +0.75% (+32.1K) YoY +20.64% (+728.8K)	All Managers (Combined)	$155.3M	0.5% ($155.3M/$34.3B)	QoQ +1.01% (+$1.6M) YoY +8.40% (+$12.0M)
AMERICAN EXPRESS CO(AXPcusip025816109)	518.8K	QoQ -4.03% (-21.8K) YoY -5.50% (-30.2K)	All Managers (Combined)	$139.6M	0.4% ($139.6M/$34.3B)	QoQ -15.09% (-$24.8M) YoY +11.66% (-$14.6M)
JOHNSON & JOHNSON(JNJcusip478160104)	788.8K	QoQ -8.07% (-69.2K) YoY -20.72% (-206.3K)	All Managers (Combined)	$130.8M	0.4% ($130.8M/$34.3B)	QoQ +4.31% (-$5.4M) YoY -16.90% (-$26.6M)
MARRIOTT INTERNATIONAL INC /MD/(MARcusip571903202)	549.1K	QoQ -0.19% (-1.1K) YoY -10.15% (-62.1K)	All Managers (Combined)	$130.8M	0.4% ($130.8M/$34.3B)	QoQ -14.76% (-$22.7M) YoY -15.17% (-$23.4M)