First Manhattan Co. Llc. Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, First Manhattan Co. Llc. disclosed 722 stock positions valued at approximately $39.24B as of quarter-end June 30, 2026. The largest holdings include BERKSHIRE HATHAWAY INC DEL, MICROSOFT CORP, and ASML HLDG NV.
- Report Period
- June 30, 2026
- No. of Stocks
- 722
- Portfolio Value
- $39.24B
Holdings by Sector
First Manhattan Co. Llc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 26.34% | 13,803 | -166 | -1.19% | $10,336,376,550 |
| MICROSOFT CORP | MSFT | Technology | 4.13% | 4,345,361 | -25,803 | -0.59% | $1,620,906,706 |
| ASML HLDG NV | ASML | Other | 3.64% | 718,408 | -35,944 | -4.76% | $1,429,229,612 |
| APPLE INC | AAPL | Technology | 3.64% | 4,935,720 | -80,775 | -1.61% | $1,428,199,965 |
| ALPHABET INC | GOOG | Communication Services | 3.54% | 3,931,213 | -120,725 | -2.98% | $1,389,015,489 |
| BROOKFIELD CORP | BN | Financial Services | 2.46% | 22,611,066 | -654,619 | -2.81% | $964,389,062 |
| APPLIED MATLS INC | AMAT | Technology | 2.29% | 1,240,454 | -264,971 | -17.60% | $896,848,073 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 2.27% | 1,777,769 | -25,831 | -1.43% | $889,577,830 |
| KKR & CO INC | KKR | Financial Services | 2.20% | 9,416,070 | +21,903 | +0.23% | $864,206,930 |
| AUTOZONE INC | AZO | Consumer Cyclical | 2.14% | 262,141 | +326 | +0.12% | $837,786,908 |
| BROADCOM INC | AVGO | Technology | 2.07% | 2,150,271 | -32,886 | -1.51% | $812,264,870 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.98% | 3,262,397 | +7,292 | +0.22% | $777,559,701 |
| INTEL CORP | INTC | Technology | 1.65% | 4,638,876 | -1,052,184 | -18.49% | $647,726,248 |
| VISA INC | V | Financial Services | 1.47% | 1,682,548 | +133,732 | +8.63% | $577,265,511 |
| LANDBRIDGE COMPANY LLC | LB | Energy | 1.43% | 7,082,845 | +25,617 | +0.36% | $561,244,638 |
| ORACLE CORP | ORCL | Technology | 1.41% | 3,772,494 | -167,535 | -4.25% | $552,859,031 |
| ALPHABET INC | GOOGL | Communication Services | 1.35% | 1,479,067 | -37,626 | -2.48% | $528,574,345 |
| NVIDIA CORPORATION | NVDA | Technology | 1.29% | 2,531,922 | -11,056 | -0.43% | $506,612,344 |
| TEXAS PACIFIC LAND CORPORATI | TPL | Energy | 1.19% | 1,064,741 | +1,972 | +0.19% | $465,973,064 |
| DANAHER CORP DEL | DHR | Healthcare | 1.09% | 2,248,424 | -90,118 | -3.85% | $429,106,102 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 1.08% | 841,894 | +74,734 | +9.74% | $422,447,886 |
| S&P GLOBAL INC | SPGI | Financial Services | 1.07% | 1,033,680 | -12,971 | -1.24% | $420,976,503 |
| HONEYWELL AEROSPACE INC | HONA | Other | 1.06% | 1,875,740 | +1,875,740 | +100.00% | $414,688,489 |
| SYNOPSYS INC | SNPS | Technology | 0.98% | 859,147 | +10,555 | +1.24% | $383,239,751 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.92% | 867,432 | -160,245 | -15.59% | $360,530,629 |
| LINDE PLC | LIN | Other | 0.90% | 678,305 | -34,294 | -4.81% | $351,999,613 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.82% | 1,769,286 | -6,283 | -0.35% | $322,215,374 |
| GE VERNOVA INC | GEV | Utilities | 0.81% | 270,578 | -2,782 | -1.02% | $318,018,185 |
| VANGUARD INDEX FDS | VOO | Other | 0.75% | 430,074 | +7,401 | +1.75% | $295,378,951 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.74% | 1,317,185 | -82,244 | -5.88% | $290,426,171 |
Showing 30 of 722 holdings in the latest reporting period.