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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NEXTERA ENERGY INC

NEE|65339F101

328896(-82.6%)

Value:

$23.3B(-82.8%)

INTEL CORP

INTC|458140100

1012228(-30.1%)

Value:

$23.0B(-20.8%)

EXXON MOBIL CORP

XOM|30231G102

186369(-6.8%)

Value:

$22.2B(+3.0%)

PEPSICO INC

PEP|713448108

144720(+27.0%)

Value:

$21.7B(+20.3%)

MORGAN STANLEY

MS|617446448

185651(+277.8%)

Value:

$21.7B(+250.6%)

Howard Hughes Holdings Inc.

HHH|44267T102

267978(+8.4%)

Value:

$19.9B(+4.4%)

Uber Technologies, Inc

UBER|90353T100

270700(+3342.3%)

Value:

$19.7B(+4057.9%)

Douglas Emmett Inc

DEI|25960P109

1203908(+4.0%)

Value:

$19.5B(-10.2%)

Blackstone Inc.

BX|09260D107

137089(+301.7%)

Value:

$19.2B(+225.6%)

464287523

101375(+1.6%)

Value:

$19.1B(-11.3%)

AXIS CAPITAL HOLDINGS LTD

AXS|G0692U109

188064(-2.2%)

Value:

$18.9B(+10.5%)

BOSTON SCIENTIFIC CORP

BSX|101137107

187272(-1.3%)

Value:

$18.9B(+11.4%)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

60274(-4.2%)

Value:

$18.5B(+0.0%)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

18884(+3.1%)

Value:

$17.9B(+6.4%)

RPM INTERNATIONAL INC/DE/

RPM|749685103

154148(-1.4%)

Value:

$17.8B(-7.3%)

IAC Inc.

IAC|44891N208

378786(-3.1%)

Value:

$17.4B(+3.2%)

Aris Water Solutions, Inc.

ARIS|04041L106

540370

Value:

$17.3B

SPDR S&P 500 ETF TRUST

SPY|78462F103

30843(-3.0%)

Value:

$17.3B(-7.4%)

MARTIN MARIETTA MATERIALS INC

MLM|573284106

35595(+2.8%)

Value:

$17.0B(-4.8%)

RANGE RESOURCES CORP

RRC|75281A109

413570(-2.0%)

Value:

$16.5B(+8.7%)

Instrument	Shares		Other Manager	Value
Nextera Energy Inc(NEEcusip65339F101)	328.9K	QoQ -82.63% (-1.6M) YoY -84.64% (-1.8M)	All Managers (Combined)	$23.3M	QoQ -82.82% (-$112.4M) YoY -82.96% (-$113.6M)
Intel Corp(INTCcusip458140100)	1.0M	QoQ -30.07% (-435.3K) YoY +1567.20% (+951.5K)	All Managers (Combined)	$23.0M	QoQ -20.79% (-$6.0M) YoY +756.06% (+$20.3M)
Exxon Mobil Corp(XOMcusip30231G102)	186.4K	QoQ -6.82% (-13.7K) YoY -1.05% (-2.0K)	All Managers (Combined)	$22.2M	QoQ +3.01% (-$648.6K) YoY +1.21% (-$266.8K)
Pepsico Inc(PEPcusip713448108)	144.7K	QoQ +27.01% (+30.8K) YoY +22.78% (+26.9K)	All Managers (Combined)	$21.7M	QoQ +20.31% (+$3.7M) YoY +5.14% (+$1.1M)
Morgan Stanley(MScusip617446448)	185.7K	QoQ +277.76% (+136.5K) YoY +289.04% (+137.9K)	All Managers (Combined)	$21.7M	QoQ +250.57% (+$15.5M) YoY +382.04% (+$17.2M)
Howard Hughes Holdings Inc.(HHHcusip44267T102)	268.0K	QoQ +8.36% (+20.7K) YoY +9.51% (+23.3K)	All Managers (Combined)	$19.9M	QoQ +4.36% (+$830.0K) YoY +11.71% (+$2.1M)
Uber Technologies, Inc(UBERcusip90353T100)	270.7K	QoQ +3342.26% (+262.8K) YoY +4369.94% (+264.6K)	All Managers (Combined)	$19.7M	QoQ +4057.89% (+$19.2M) YoY +4129.46% (+$19.3M)
Douglas Emmett Inc(DEIcusip25960P109)	1.2M	QoQ +4.03% (-46.7K) YoY -0.39% (-4.8K)	All Managers (Combined)	$19.5M	QoQ -10.17% (-$2.2M) YoY +16.25% (-$2.7M)
Blackstone Inc.(BXcusip09260D107)	137.1K	QoQ +301.66% (+103.0K) YoY +351.08% (+106.7K)	All Managers (Combined)	$19.2M	QoQ +225.62% (+$13.3M) YoY +379.91% (+$15.2M)
(cusip464287523)✕	101.4K	QoQ +1.59% (-1.6K) YoY +5828.36% (+99.7K)	All Managers (Combined)	$19.1M	QoQ -11.28% (-$2.4M) YoY +4837.76% (+$18.7M)
Axis Capital Holdings Ltd(AXScusipG0692U109)	188.1K	QoQ -2.23% (-4.3K) YoY +1.55% (+2.9K)	All Managers (Combined)	$18.9M	QoQ +10.52% (-$1.8M) YoY +57.25% (+$6.9M)
Boston Scientific Corp(BSXcusip101137107)	187.3K	QoQ -1.34% (-2.6K) YoY -39.96% (-124.7K)	All Managers (Combined)	$18.9M	QoQ +11.42% (-$1.9M) YoY -11.57% (-$2.5M)
Automatic Data Processing Inc(ADPcusip053015103)	60.3K	QoQ -4.16% (-2.6K) YoY -7.39% (-4.8K)	All Managers (Combined)	$18.5M	QoQ +0.02% (-$3.9K) YoY +13.86% (-$2.3M)
Costco Wholesale Corp /New(COSTcusip22160K105)	18.9K	QoQ +3.11% (+571) YoY +3.61% (+658)	All Managers (Combined)	$17.9M	QoQ +6.43% (+$1.1M) YoY +33.66% (+$4.5M)
Rpm International Inc/De/(RPMcusip749685103)	154.1K	QoQ -1.39% (-2.2K) YoY -2.84% (-4.5K)	All Managers (Combined)	$17.8M	QoQ -7.30% (-$1.4M) YoY -5.51% (-$1.0M)
Iac Inc.(IACcusip44891N208)	378.8K	QoQ -3.07% (-12.0K) YoY -24.62% (-123.7K)	All Managers (Combined)	$17.4M	QoQ +3.21% (-$541.4K) YoY -35.08% (-$9.4M)
Aris Water Solutions, Inc.(ARIScusip04041L106)	540.4K	QoQ NEW(+540.4K) YoY NEW(+540.4K)	All Managers (Combined)	$17.3M	QoQ NEW(+$17.3M) YoY NEW(+$17.3M)
Spdr S&P 500 Etf Trust(SPYcusip78462F103)	30.8K	QoQ -2.98% (-948) YoY -13.49% (-4.8K)	All Managers (Combined)	$17.3M	QoQ -7.43% (-$1.4M) YoY -7.25% (-$1.4M)
Martin Marietta Materials Inc(MLMcusip573284106)	35.6K	QoQ +2.82% (-978) YoY +6.13% (-2.1K)	All Managers (Combined)	$17.0M	QoQ -4.81% (-$860.6K) YoY -17.34% (-$3.6M)
Range Resources Corp(RRCcusip75281A109)	413.6K	QoQ -2.03% (-8.6K) YoY -1.13% (-4.8K)	All Managers (Combined)	$16.5M	QoQ +8.71% (-$1.3M) YoY +14.65% (-$2.1M)