FIRST MANHATTAN CO. LLC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PLXS | 10K | $1.44M |
 | NFLX | 10K | $11.86M |
 | TRUP | 10K | $428.17K |
 | OXY | 10K | $469.72K |
 | GEHC | 10K | $732.68K |
 | PEG | 10K | $808.73K |
 | FCX | 9K | $372.20K |
 | ACGL | 9K | $857.94K |
 | CFR | 9K | $1.20M |
 | BCO | 9K | $1.10M |
 | ES | 9K | $667.43K |
 | SHOP | 9K | $1.38M |
 | LEN | 9K | $1.13M |
 | EXPE | 9K | $1.87M |
 | SHEL | 8K | $595.99K |
 | KMI | 8K | $235.77K |
 | AL | 8K | $510.96K |
 | LLYVA | 8K | $736.39K |
 | APD | 8K | $2.06M |
 | NVO | 7K | $415.61K |
Plexus Corp.
PLXS
Shares Held
10K
Value
$1.44M
Netflix, Inc.
NFLX
Shares Held
10K
Value
$11.86M
Trupanion, Inc.
TRUP
Shares Held
10K
Value
$428.17K
Occidental Petroleum Corporation
OXY
Shares Held
10K
Value
$469.72K
GE HealthCare Technologies Inc.
GEHC
Shares Held
10K
Value
$732.68K
Public Service Enterprise Group Incorporated
PEG
Shares Held
10K
Value
$808.73K
Freeport-McMoRan Inc.
FCX
Shares Held
9K
Value
$372.20K
Arch Capital Group Ltd.
ACGL
Shares Held
9K
Value
$857.94K
Cullen/Frost Bankers, Inc.
CFR
Shares Held
9K
Value
$1.20M
The Brink's Company
BCO
Shares Held
9K
Value
$1.10M
Eversource Energy
ES
Shares Held
9K
Value
$667.43K
Shopify Inc.
SHOP
Shares Held
9K
Value
$1.38M
Lennar Corporation
LEN
Shares Held
9K
Value
$1.13M
Expedia Group, Inc.
EXPE
Shares Held
9K
Value
$1.87M
Shell plc
SHEL
Shares Held
8K
Value
$595.99K
Kinder Morgan, Inc.
KMI
Shares Held
8K
Value
$235.77K
Air Lease Corporation
AL
Shares Held
8K
Value
$510.96K
Liberty Live Group
LLYVA
Shares Held
8K
Value
$736.39K
Air Products and Chemicals, Inc.
APD
Shares Held
8K
Value
$2.06M
Novo Nordisk A/S
NVO
Shares Held
7K
Value
$415.61K