
FIRST MANHATTAN CO. LLC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | TMHC | 134K | $8.85M |
![]() | RPM | 132K | $15.51M |
![]() | CCK | 131K | $12.65M |
![]() | BAFN | 128K | $1.34M |
![]() | MTX | 125K | $7.78M |
![]() | NEM | 125K | $10.54M |
![]() | PEP | 124K | $17.47M |
![]() | MDU | 124K | $2.23M |
![]() | ABT | 122K | $16.30M |
![]() | SOUN | 121K | $1.95M |
![]() | LLY | 111K | $84.87M |
![]() | IBM | 109K | $30.73M |
![]() | SLB | 105K | $3.66M |
![]() | BEEP | 105K | $370.80K |
![]() | LBRDK | 101K | $6.45M |
![]() | SRE | 101K | $9.12M |
![]() | NRIM | 100K | $2.16M |
![]() | FPH | 99K | $607.79K |
![]() | L | 99K | $9.95M |
![]() | AMGN | 96K | $27.10M |

Taylor Morrison Home Corporation
TMHC
Shares Held
134K
Value
$8.85M

RPM International Inc.
RPM
Shares Held
132K
Value
$15.51M

Crown Holdings, Inc.
CCK
Shares Held
131K
Value
$12.65M

BayFirst Financial Corp.
BAFN
Shares Held
128K
Value
$1.34M

Minerals Technologies Inc.
MTX
Shares Held
125K
Value
$7.78M

Newmont Corporation
NEM
Shares Held
125K
Value
$10.54M

PepsiCo, Inc.
PEP
Shares Held
124K
Value
$17.47M

MDU Resources Group, Inc.
MDU
Shares Held
124K
Value
$2.23M

Abbott Laboratories
ABT
Shares Held
122K
Value
$16.30M

SoundHound AI, Inc.
SOUN
Shares Held
121K
Value
$1.95M

Eli Lilly and Company
LLY
Shares Held
111K
Value
$84.87M

International Business Machines Corporation
IBM
Shares Held
109K
Value
$30.73M

SLB N.V.
SLB
Shares Held
105K
Value
$3.66M

Mobile Infrastructure Corporation
BEEP
Shares Held
105K
Value
$370.80K

Liberty Broadband Corporation
LBRDK
Shares Held
101K
Value
$6.45M

Sempra
SRE
Shares Held
101K
Value
$9.12M

Northrim BanCorp, Inc.
NRIM
Shares Held
100K
Value
$2.16M

Five Point Holdings, LLC
FPH
Shares Held
99K
Value
$607.79K

Loews Corporation
L
Shares Held
99K
Value
$9.95M

Amgen Inc.
AMGN
Shares Held
96K
Value
$27.10M
