FIRST MANHATTAN CO. LLC.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BN | 23.80M | $1.09B |
 | TMC | 15.32M | $94.50M |
 | KKR | 8.60M | $1.10B |
 | LB | 6.86M | $338.71M |
 | BAER | 5.51M | $10.09M |
 | AAPL | 5.17M | $1.41B |
 | CPRT | 4.73M | $185.28M |
 | ALLY | 4.69M | $212.46M |
 | MSFT | 4.36M | $2.11B |
 | GOOG | 4.19M | $1.32B |
 | AMRZ | 4.04M | $218.30M |
 | ORCL | 3.98M | $776.24M |
 | MTCH | 3.56M | $114.87M |
 | NNBR | 3.00M | $3.84M |
 | INTC | 2.94M | $108.61M |
 | CRM | 2.67M | $707.67M |
 | BL | 2.43M | $134.28M |
 | DHR | 2.31M | $529.41M |
 | ORLY | 2.28M | $208.38M |
 | AVGO | 2.21M | $765.29M |
Brookfield Corporation
BN
Shares Held
23.80M
Value
$1.09B
TMC the metals company Inc.
TMC
Shares Held
15.32M
Value
$94.50M
KKR & Co. Inc.
KKR
Shares Held
8.60M
Value
$1.10B
LandBridge Company LLC
LB
Shares Held
6.86M
Value
$338.71M
Bridger Aerospace Group Holdings, Inc. Common Stock
BAER
Shares Held
5.51M
Value
$10.09M
Apple Inc.
AAPL
Shares Held
5.17M
Value
$1.41B
Copart, Inc.
CPRT
Shares Held
4.73M
Value
$185.28M
Ally Financial Inc.
ALLY
Shares Held
4.69M
Value
$212.46M
Microsoft Corporation
MSFT
Shares Held
4.36M
Value
$2.11B
Alphabet Inc.
GOOG
Shares Held
4.19M
Value
$1.32B
Amrize Ltd
AMRZ
Shares Held
4.04M
Value
$218.30M
Oracle Corporation
ORCL
Shares Held
3.98M
Value
$776.24M
Match Group, Inc.
MTCH
Shares Held
3.56M
Value
$114.87M
NN, Inc.
NNBR
Shares Held
3.00M
Value
$3.84M
Intel Corporation
INTC
Shares Held
2.94M
Value
$108.61M
Salesforce, Inc.
CRM
Shares Held
2.67M
Value
$707.67M
BlackLine, Inc.
BL
Shares Held
2.43M
Value
$134.28M
Danaher Corporation
DHR
Shares Held
2.31M
Value
$529.41M
O'Reilly Automotive, Inc.
ORLY
Shares Held
2.28M
Value
$208.38M
Broadcom Inc.
AVGO
Shares Held
2.21M
Value
$765.29M