
FIRST MANHATTAN CO. LLC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | UPS | 60K | $5.01M |
![]() | CARE | 60K | $1.16M |
![]() | QCOM | 59K | $9.89M |
![]() | HD | 59K | $23.83M |
![]() | PCYO | 59K | $650.09K |
![]() | ADP | 59K | $17.31M |
![]() | YUM | 58K | $8.86M |
![]() | CZWI | 58K | $926.02K |
![]() | KNF | 56K | $4.30M |
![]() | ESQ | 56K | $5.68M |
![]() | BIPC | 55K | $2.24M |
![]() | IOVA | 54K | $117.83K |
![]() | CODI | 54K | $354.83K |
![]() | PAAS | 53K | $2.03M |
![]() | MSA | 52K | $8.99M |
![]() | RAL | 52K | $2.28M |
![]() | OPK | 52K | $80.21K |
![]() | CVX | 52K | $8.02M |
![]() | DVN | 51K | $1.79M |
![]() | PYPL | 50K | $3.38M |

United Parcel Service, Inc.
UPS
Shares Held
60K
Value
$5.01M

Carter Bankshares, Inc.
CARE
Shares Held
60K
Value
$1.16M

QUALCOMM Incorporated
QCOM
Shares Held
59K
Value
$9.89M

The Home Depot, Inc.
HD
Shares Held
59K
Value
$23.83M

Pure Cycle Corporation
PCYO
Shares Held
59K
Value
$650.09K

Automatic Data Processing, Inc.
ADP
Shares Held
59K
Value
$17.31M

Yum! Brands, Inc.
YUM
Shares Held
58K
Value
$8.86M

Citizens Community Bancorp, Inc.
CZWI
Shares Held
58K
Value
$926.02K

Knife River Corporation
KNF
Shares Held
56K
Value
$4.30M

Esquire Financial Holdings, Inc.
ESQ
Shares Held
56K
Value
$5.68M

Brookfield Infrastructure Corporation
BIPC
Shares Held
55K
Value
$2.24M

Iovance Biotherapeutics, Inc.
IOVA
Shares Held
54K
Value
$117.83K

Compass Diversified
CODI
Shares Held
54K
Value
$354.83K

Pan American Silver Corp.
PAAS
Shares Held
53K
Value
$2.03M

MSA Safety Incorporated
MSA
Shares Held
52K
Value
$8.99M

Ralliant Corp.
RAL
Shares Held
52K
Value
$2.28M

OPKO Health, Inc.
OPK
Shares Held
52K
Value
$80.21K

Chevron Corporation
CVX
Shares Held
52K
Value
$8.02M

Devon Energy Corporation
DVN
Shares Held
51K
Value
$1.79M

PayPal Holdings, Inc.
PYPL
Shares Held
50K
Value
$3.38M
