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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SCHWAB CHARLES CORP

SCHW|808513105

461397(-0.1%)

Value:

$36.1B(+5.7%)

Hilton Worldwide Holdings Inc.

HLT|43300A203

151915(-4.3%)

Value:

$34.6B(-11.9%)

TMC the metals Co Inc.

TMC|87261Y106

18587785(-0.7%)

Value:

$32.0B(+52.4%)

AMGEN INC

AMGN|031162100

98336(-3.4%)

Value:

$30.6B(+15.5%)

CHARTER COMMUNICATIONS, INC. /MO/

CHTR|16119P108

82115(-10.6%)

Value:

$30.3B(-3.9%)

921908844

VIG|921908844

149269(+0.0%)

Value:

$29.0B(-0.9%)

CENTENE CORP

CNC|15135B101

474879

Value:

$28.8B

DIAGEO PLC

DEO|25243Q205

270800(+11.8%)

Value:

$28.8B(-10.8%)

Snap-on Inc

SNA|833034101

85386(-0.3%)

Value:

$28.8B(-1.1%)

922908629

VO|922908629

110126(+0.7%)

Value:

$28.5B(-1.4%)

BOEING CO

BA|097023105

165876(-3.6%)

Value:

$28.3B(-7.1%)

Anheuser-Busch InBev SA/NV

BUD|03524A108

437077(+23.3%)

Value:

$26.9B(+51.5%)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

107462(-2.7%)

Value:

$26.7B(+10.1%)

GRACO INC

GGG|384109104

318731(-1.5%)

Value:

$26.6B(-2.4%)

WELLS FARGO & COMPANY/MN

WFC|949746101

362594(-4.9%)

Value:

$26.0B(-5.4%)

Walt Disney Co

DIS|254687106

255660(-4.7%)

Value:

$25.2B(-18.8%)

STRYKER CORP

SYK|863667101

67268(-1.4%)

Value:

$25.1B(+1.9%)

92204A504

VHT|92204A504

92057(+0.0%)

Value:

$24.4B(+4.3%)

921946406

VYM|921946406

181937(-0.0%)

Value:

$23.5B(+1.0%)

American Water Works Company, Inc.

AWK|030420103

158592(-7.2%)

Value:

$23.4B(+10.0%)

Instrument	Shares		Other Manager	Value
Schwab Charles Corp(SCHWcusip808513105)	461.4K	QoQ -0.08% (-400) YoY +2.57% (+11.6K)	All Managers (Combined)	$36.1M	QoQ +5.67% (-$1.9M) YoY +11.00% (+$3.6M)
Hilton Worldwide Holdings Inc.(HLTcusip43300A203)	151.9K	QoQ -4.29% (-6.8K) YoY -14.61% (-26.0K)	All Managers (Combined)	$34.6M	QoQ -11.89% (-$4.7M) YoY -8.92% (-$3.4M)
Tmc The Metals Co Inc.(TMCcusip87261Y106)	18.6M	QoQ -0.74% (-139.0K) YoY +144.48% (+11.0M)	All Managers (Combined)	$32.0M	QoQ +52.43% (-$11.0M) YoY +194.06% (+$21.1M)
Amgen Inc(AMGNcusip031162100)	98.3K	QoQ -3.35% (-3.4K) YoY -17.69% (-21.1K)	All Managers (Combined)	$30.6M	QoQ +15.52% (-$4.1M) YoY -9.81% (-$3.3M)
Charter Communications, Inc. /Mo/(CHTRcusip16119P108)	82.1K	QoQ -10.57% (-9.7K) YoY -15.85% (-15.5K)	All Managers (Combined)	$30.3M	QoQ -3.85% (-$1.2M) YoY +6.69% (-$1.9M)
(VIGcusip921908844)	149.3K	QoQ +0.01% (-16) YoY -4.15% (-6.5K)	All Managers (Combined)	$29.0M	QoQ -0.92% (-$271.7K) YoY +1.82% (-$518.2K)
Centene Corp(CNCcusip15135B101)	474.9K	QoQ NEW(+474.9K) YoY +1079170.45% (+474.8K)	All Managers (Combined)	$28.8M	QoQ NEW(+$28.8M) YoY +798512.29% (+$28.8M)
Diageo Plc(DEOcusip25243Q205)	270.8K	QoQ +11.82% (-28.6K) YoY -0.71% (-1.9K)	All Managers (Combined)	$28.8M	QoQ -10.81% (-$3.5M) YoY -29.04% (-$11.8M)
Snap-On Inc(SNAcusip833034101)	85.4K	QoQ -0.34% (-295) YoY -21.42% (-23.3K)	All Managers (Combined)	$28.8M	QoQ -1.06% (-$311.1K) YoY -10.60% (-$3.4M)
(VOcusip922908629)	110.1K	QoQ +0.65% (-715) YoY -1.68% (-1.9K)	All Managers (Combined)	$28.5M	QoQ -1.44% (-$417.9K) YoY +1.75% (-$492.2K)
Boeing Co(BAcusip097023105)	165.9K	QoQ -3.59% (-6.2K) YoY +121.86% (+91.1K)	All Managers (Combined)	$28.3M	QoQ -7.10% (-$2.2M) YoY +96.01% (+$13.9M)
Anheuser-Busch Inbev Sa/Nv(BUDcusip03524A108)	437.1K	QoQ +23.25% (+82.5K) YoY -5.14% (-23.7K)	All Managers (Combined)	$26.9M	QoQ +51.53% (+$9.2M) YoY -3.92% (-$1.1M)
International Business Machines Corp(IBMcusip459200101)	107.5K	QoQ -2.68% (-3.0K) YoY -3.58% (-4.0K)	All Managers (Combined)	$26.7M	QoQ +10.07% (-$2.4M) YoY +25.53% (-$5.4M)
Graco Inc(GGGcusip384109104)	318.7K	QoQ -1.53% (-5.0K) YoY -12.00% (-43.5K)	All Managers (Combined)	$26.6M	QoQ -2.44% (-$668.2K) YoY -21.37% (-$7.2M)
Wells Fargo & Company/Mn(WFCcusip949746101)	362.6K	QoQ -4.91% (-18.7K) YoY -20.59% (-94.1K)	All Managers (Combined)	$26.0M	QoQ -5.39% (-$1.5M) YoY -1.65% (-$438.9K)
Walt Disney Co(DIScusip254687106)	255.7K	QoQ -4.71% (-12.7K) YoY -15.64% (-47.4K)	All Managers (Combined)	$25.2M	QoQ -18.84% (-$5.9M) YoY -31.95% (-$11.9M)
Stryker Corp(SYKcusip863667101)	67.3K	QoQ -1.45% (-996) YoY -28.69% (-27.1K)	All Managers (Combined)	$25.1M	QoQ +1.87% (-$461.2K) YoY -25.66% (-$8.7M)
(VHTcusip92204A504)	92.1K	QoQ 0.00% (+0) YoY -6.58% (-6.5K)	All Managers (Combined)	$24.4M	QoQ +4.35% (+$1.0M) YoY -8.59% (-$2.3M)
(VYMcusip921946406)	181.9K	QoQ -0.02% (-45) YoY -2.68% (-5.0K)	All Managers (Combined)	$23.5M	QoQ +1.04% (-$243.5K) YoY +3.72% (-$843.2K)
American Water Works Company, Inc.(AWKcusip030420103)	158.6K	QoQ -7.17% (-12.3K) YoY -10.05% (-17.7K)	All Managers (Combined)	$23.4M	QoQ +9.99% (-$2.1M) YoY +8.54% (-$1.8M)