First Manhattan Co. Llc.

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: 0000728083
Manager Name: First Manhattan Co. Llc.

Data Enrichment

91% identified

618 identified60 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

678 positions • $34,278,225.035K total value

678 positions

Manager:

SEC FilingSEC DataHachi Filing

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REPLIGEN CORP

RGEN|759916109

6550(+0.0%)

Value:

$833.4M(-11.6%)

MICRON TECHNOLOGY INC

MU|595112103

9554(+25.2%)

Value:

$831.2M(+29.3%)

Citizens Community Bancorp Inc.

CZWI|174903104

57624(+0.0%)

Value:

$828.6M(-11.7%)

ROYAL BANK OF CANADA

RY|780087102

7280(+0.0%)

Value:

$820.6M(-6.5%)

PACIFIC PREMIER BANCORP INC

PPBI|69478X105

38469(+0.0%)

Value:

$820.2M(-14.4%)

CONSOLIDATED EDISON INC

ED|209115104

7324

Value:

$810.0M

922042775

VEU|922042775

13351(-33.4%)

Value:

$809.9M(-29.6%)

BRINKS CO

BCO|109696104

9387(-6.7%)

Value:

$808.8M(-13.3%)

FIRST NATIONAL CORP /VA/

FXNC|32106V107

35500(+0.0%)

Value:

$797.0M(-2.4%)

INTUITIVE SURGICAL INC

ISRG|46120E602

1599(+40.6%)

Value:

$791.9M(+33.4%)

CANADIAN PACIFIC KANSAS CITY LTD/CN

CP.TO|13646K108

11230(+0.0%)

Value:

$789.5M(-3.0%)

ONE LIBERTY PROPERTIES INC

OLP|682406103

29389(+0.0%)

Value:

$785.3M(-3.5%)

DOLLAR GENERAL CORP

DG|256677105

8903(-10.8%)

Value:

$782.8M(+3.4%)

464287234

EEM|464287234

17697(+2.8%)

Value:

$773.4M(+7.4%)

81369Y209

5266(-0.2%)

Value:

$768.9M(+5.9%)

92189F486

29670

Value:

$758.1M

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

1555(+0.0%)

Value:

$753.9M(+20.4%)

LENNAR CORP /NEW/

LEN|526057104

6564(-89.7%)

Value:

$753.4M(-91.3%)

76134H101

23994

Value:

$752.0M

922908538

VOT|922908538

3061(+1.7%)

Value:

$748.8M(-2.0%)

Instrument	Shares		Other Manager	Value
Repligen Corp(RGENcusip759916109)	6.5K	QoQ 0.00% (-0) YoY -1.20% (-80)	All Managers (Combined)	$833.4K	QoQ -11.60% (-$109.4K) YoY -31.65% (-$386.0K)
Micron Technology Inc(MUcusip595112103)	9.6K	QoQ +25.23% (+1.9K) YoY +150.30% (+5.7K)	All Managers (Combined)	$831.2K	QoQ +29.29% (+$188.3K) YoY +84.64% (+$381.0K)
Citizens Community Bancorp Inc.(CZWIcusip174903104)	57.6K	QoQ 0.00% (-0) YoY +9.50% (+5.0K)	All Managers (Combined)	$828.6K	QoQ -11.72% (-$110.1K) YoY +29.59% (+$189.3K)
Royal Bank Of Canada(RYcusip780087102)	7.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$820.6K	QoQ -6.46% (-$56.7K) YoY +11.73% (+$86.2K)
Pacific Premier Bancorp Inc(PPBIcusip69478X105)	38.5K	QoQ 0.00% (-0) YoY -16.31% (-7.5K)	All Managers (Combined)	$820.2K	QoQ -14.44% (-$138.5K) YoY -25.66% (-$283.1K)
Consolidated Edison Inc(EDcusip209115104)	7.3K	QoQ NEW(+7.3K) YoY +390.22% (+5.8K)	All Managers (Combined)	$810.0K	QoQ NEW(+$810.0K) YoY +496.61% (+$674.2K)
(VEUcusip922042775)	13.4K	QoQ -33.42% (-6.7K) YoY -0.43% (-58)	All Managers (Combined)	$809.9K	QoQ -29.65% (-$341.4K) YoY +2.97% (-$23.4K)
Brinks Co(BCOcusip109696104)	9.4K	QoQ -6.66% (-670) YoY -6.77% (-682)	All Managers (Combined)	$808.8K	QoQ -13.31% (-$124.2K) YoY -13.05% (-$121.4K)
First National Corp /Va/(FXNCcusip32106V107)	35.5K	QoQ 0.00% (-0) YoY NEW(+35.5K)	All Managers (Combined)	$797.0K	QoQ -2.43% (-$19.9K) YoY NEW(+$797.0K)
Intuitive Surgical Inc(ISRGcusip46120E602)	1.6K	QoQ +40.63% (+462) YoY +38.44% (+444)	All Managers (Combined)	$791.9K	QoQ +33.44% (+$198.5K) YoY +71.80% (+$331.0K)
Canadian Pacific Kansas City Ltd/Cn(CP.TOcusip13646K108)	11.2K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$789.5K	QoQ -3.03% (-$24.7K) YoY -20.26% (-$200.6K)
One Liberty Properties Inc(OLPcusip682406103)	29.4K	QoQ 0.00% (-0) YoY -47.05% (-26.1K)	All Managers (Combined)	$785.3K	QoQ -3.50% (-$28.5K) YoY -37.37% (-$468.7K)
Dollar General Corp(DGcusip256677105)	8.9K	QoQ -10.81% (-1.1K) YoY +16698.11% (+8.8K)	All Managers (Combined)	$782.8K	QoQ +3.42% (-$25.9K) YoY +9364.88% (+$774.6K)
(EEMcusip464287234)	17.7K	QoQ +2.77% (+478) YoY +42.92% (+5.3K)	All Managers (Combined)	$773.4K	QoQ +7.39% (+$53.3K) YoY +52.04% (+$264.7K)
(cusip81369Y209)✕	5.3K	QoQ -0.24% (-13) YoY +267.48% (+3.8K)	All Managers (Combined)	$768.9K	QoQ +5.87% (-$42.7K) YoY +262.95% (+$557.0K)
(cusip92189F486)✕	29.7K	QoQ NEW(+29.7K) YoY NEW(+29.7K)	All Managers (Combined)	$758.1K	QoQ NEW(+$758.1K) YoY NEW(+$758.1K)
Vertex Pharmaceuticals Inc / Ma(VRTXcusip92532F100)	1.6K	QoQ 0.00% (+0) YoY +0.06% (+1)	All Managers (Combined)	$753.9K	QoQ +20.39% (+$127.7K) YoY +15.98% (+$103.9K)
Lennar Corp /New/(LENcusip526057104)	6.6K	QoQ -89.72% (-57.3K) YoY -90.16% (-60.2K)	All Managers (Combined)	$753.4K	QoQ -91.35% (-$8.0M) YoY -93.43% (-$10.7M)
(cusip76134H101)✕	24.0K	QoQ NEW(+24.0K) YoY NEW(+24.0K)	All Managers (Combined)	$752.0K	QoQ NEW(+$752.0K) YoY NEW(+$752.0K)
(VOTcusip922908538)	3.1K	QoQ +1.66% (-50) YoY -0.13% (-4)	All Managers (Combined)	$748.8K	QoQ -1.98% (-$15.2K) YoY +3.61% (-$26.1K)