StockDriftsStockDriftsTop 50 First Manhattan CO LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 26.34% | 13.8K | $10.34B | -1.19%(-166) | $276340.19(+170.46%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.13% | 4.35M | $1.62B | -0.59%(-25.80K) | $39.17(+1140.80%) | 2026-06-30 | |
| ASML | ASML HLDG NV | 3.64% | 718.4K | $1.43B | -4.76%(-35.94K) | $676.13(+176.24%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.64% | 4.94M | $1.43B | -1.61%(-80.78K) | $26.62(+1047.11%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 3.54% | 3.93M | $1.39B | -2.98%(-120.72K) | $55.12(+521.68%) | 2026-06-30 | |
| BN | BROOKFIELD CORP | 2.46% | 22.61M | $964.4M | -2.81%(-654.62K) | $21.50(+101.27%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC | 2.29% | 1.24M | $896.8M | -17.60%(-264.97K) | $196.37(+170.82%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.27% | 1.78M | $889.6M | -1.43%(-25.83K) | $101.36(+394.62%) | 2026-06-30 | |
| KKR | KKR & CO INC | 2.2% | 9.42M | $864.2M | +0.23%(+21.90K) | $42.94(+156.75%) | 2026-06-30 | |
| AZO | AUTOZONE INC | 2.14% | 262.1K | $837.8M | +0.12%(+326) | $937.72(+229.43%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.80% | +51.31% | +11.01% | +68.56% |
| Top 20 Holdings Unweighted | +16.47% | +57.98% | +9.21% | +55.36% |
First Manhattan CO LLC reports $39.24B in US-listed equity holdings across 742 positions in its most recent 13F filing. Its largest disclosed positions are BRK.A (26.3%), MSFT (4.1%) and ASML (3.6%). The top 20 holdings account for 67.58% of reported assets. Its disclosed equity book has returned +51.31% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from First Manhattan CO LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 728083). View First Manhattan CO LLC’s 13F filings on SEC