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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COMPASS MINERALS INTERNATIONAL INC

CMP|20451N101

29500(+0.0%)

Value:

$274.1M(-17.4%)

Yum China Holdings, Inc.

YUMC|98850P109

5261(-0.5%)

Value:

$273.9M(+7.5%)

CAMDEN NATIONAL CORP

CAC|133034108

6750(+0.0%)

Value:

$273.2M(-5.3%)

FS Bancorp, Inc.

FSBW|30263Y104

7000(+0.0%)

Value:

$266.1M(-7.4%)

DARDEN RESTAURANTS INC

DRI|237194105

1279(+0.0%)

Value:

$265.7M(+11.3%)

CADENCE DESIGN SYSTEMS INC

CDNS|127387108

1031(+0.6%)

Value:

$262.2M(-14.8%)

78468R556

1977(+0.0%)

Value:

$260.4M(-0.5%)

921910733

ESGV|921910733

2640

Value:

$258.6M

464288802

2238

Value:

$257.1M

BROADRIDGE FINANCIAL SOLUTIONS, INC.

BR|11133T103

1056(-2.5%)

Value:

$257.0M(+4.5%)

AFLAC INC

AFL|001055102

2308(+0.0%)

Value:

$256.6M(+7.5%)

Fortinet, Inc.

FTNT|34959E109

2644(+0.0%)

Value:

$254.5M(+1.9%)

Liberty Media Corp

FWONA|531229771

3117(+0.3%)

Value:

$253.9M(-2.7%)

MACOM Technology Solutions Holdings, Inc.

MTSI|55405Y100

2500(+0.0%)

Value:

$250.9M(-22.7%)

CHART INDUSTRIES INC

GTLS|16115Q308

1725(-3.0%)

Value:

$249.0M(-26.6%)

464287556

1946(-20.4%)

Value:

$248.9M(-23.0%)

921937835

BND|921937835

3373(-31.4%)

Value:

$247.7M(-30.0%)

CROWN CASTLE INC.

CCI|22822V101

2375(+0.0%)

Value:

$247.5M(+14.8%)

TEJON RANCH CO

TRC|879080109

15600(+0.0%)

Value:

$247.3M(-0.3%)

Hess Midstream LP

HESM|428103105

5800(-41.2%)

Value:

$245.3M(-32.8%)

Instrument	Shares		Other Manager	Value
Compass Minerals International Inc(CMPcusip20451N101)	29.5K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$274.1K	QoQ -17.42% (-$57.8K) YoY -40.97% (-$190.3K)
Yum China Holdings, Inc.(YUMCcusip98850P109)	5.3K	QoQ -0.52% (-28) YoY +6.02% (+299)	All Managers (Combined)	$273.9K	QoQ +7.50% (-$19.1K) YoY +38.55% (+$76.2K)
Camden National Corp(CACcusip133034108)	6.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$273.2K	QoQ -5.31% (-$15.3K) YoY +20.73% (+$46.9K)
Fs Bancorp, Inc.(FSBWcusip30263Y104)	7.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$266.1K	QoQ -7.42% (-$21.4K) YoY +9.50% (+$23.1K)
Darden Restaurants Inc(DRIcusip237194105)	1.3K	QoQ 0.00% (+0) YoY -3.76% (-50)	All Managers (Combined)	$265.7K	QoQ +11.28% (+$26.9K) YoY +19.61% (-$43.6K)
Cadence Design Systems Inc(CDNScusip127387108)	1.0K	QoQ +0.58% (-6) YoY +2.58% (-26)	All Managers (Combined)	$262.2K	QoQ -14.85% (-$45.8K) YoY -16.26% (-$50.9K)
(cusip78468R556)✕	2.0K	QoQ 0.00% (-0) YoY NEW(+2.0K)	All Managers (Combined)	$260.4K	QoQ -0.49% (-$1.3K) YoY NEW(+$260.4K)
(ESGVcusip921910733)	2.6K	QoQ NEW(+2.6K) YoY +1785.71% (+2.5K)	All Managers (Combined)	$258.6K	QoQ NEW(+$258.6K) YoY +1882.12% (+$245.5K)
(cusip464288802)✕	2.2K	QoQ NEW(+2.2K) YoY +315.98% (+1.7K)	All Managers (Combined)	$257.1K	QoQ NEW(+$257.1K) YoY +337.70% (+$198.3K)
Broadridge Financial Solutions, Inc.(BRcusip11133T103)	1.1K	QoQ -2.49% (-27) YoY -1.94% (-21)	All Managers (Combined)	$257.0K	QoQ +4.53% (-$11.2K) YoY +16.46% (-$36.3K)
Aflac Inc(AFLcusip001055102)	2.3K	QoQ 0.00% (+0) YoY +6.85% (+148)	All Managers (Combined)	$256.6K	QoQ +7.49% (+$17.9K) YoY +36.91% (+$69.2K)
Fortinet, Inc.(FTNTcusip34959E109)	2.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$254.5K	QoQ +1.88% (+$4.7K) YoY +40.91% (+$73.9K)
Liberty Media Corp(FWONAcusip531229771)	3.1K	QoQ +0.32% (-10) YoY -61.11% (-4.9K)	All Managers (Combined)	$253.9K	QoQ -2.74% (-$7.2K) YoY -46.06% (-$216.9K)
Macom Technology Solutions Holdings, Inc.(MTSIcusip55405Y100)	2.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$250.9K	QoQ -22.73% (-$73.8K) YoY +4.95% (+$11.8K)
Chart Industries Inc(GTLScusip16115Q308)	1.7K	QoQ -3.03% (-54) YoY -12.65% (-250)	All Managers (Combined)	$249.0K	QoQ -26.65% (-$90.5K) YoY -23.45% (-$76.3K)
(cusip464287556)✕	1.9K	QoQ -20.37% (-498) YoY +260.37% (+1.4K)	All Managers (Combined)	$248.9K	QoQ -22.97% (-$74.2K) YoY +235.89% (+$174.8K)
(BNDcusip921937835)	3.4K	QoQ -31.45% (-1.5K) YoY -20.35% (-862)	All Managers (Combined)	$247.7K	QoQ -29.98% (-$106.1K) YoY -19.49% (-$60.0K)
Crown Castle Inc.(CCIcusip22822V101)	2.4K	QoQ 0.00% (+0) YoY -11.34% (-304)	All Managers (Combined)	$247.5K	QoQ +14.84% (+$32.0K) YoY -12.68% (-$36.0K)
Tejon Ranch Co(TRCcusip879080109)	15.6K	QoQ 0.00% (-0) YoY +19.08% (+2.5K)	All Managers (Combined)	$247.3K	QoQ -0.31% (-$780) YoY +22.48% (+$45.4K)
Hess Midstream Lp(HESMcusip428103105)	5.8K	QoQ -41.17% (-4.1K) YoY -42.34% (-4.3K)	All Managers (Combined)	$245.3K	QoQ -32.82% (-$119.8K) YoY -32.51% (-$118.2K)