Stock Taper

FIRST MANHATTAN CO. LLC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Everus Construction Group, Inc.ECG2.48K$411.72K
Rambus Inc.RMBS2.5K$331.19K
AeroVironment, Inc.AVAV2.5K$412.68K
MACOM Technology Solutions Holdings, Inc.MTSI2.5K$950.92K
Becton, Dickinson and CompanyBDX2.58K$390.28K
Solventum CorporationSOLV2.6K$200.44K
Albemarle CorporationALB2.62K$354.16K
Aflac IncorporatedAFL2.71K$318.22K
State Street CorporationSTT2.73K$462.75K
Ambarella, Inc.AMBA2.75K$235.52K
Credit Acceptance CorporationCACC2.76K$1.76M
Targa Resources Corp.TRGP2.77K$743.55K
nVent Electric plcNVT2.78K$471.01K
Constellation Energy CorporationCEG2.79K$692.7K
Liberty Live GroupLLYVK2.83K$298.54K
Marvell Technology, Inc.MRVL2.86K$853.16K
Lockheed Martin CorporationLMT2.95K$1.5M
Arrow Electronics, Inc.ARW3K$640.23K
The Goldman Sachs Group, Inc.GS3K$3.04M
Lennar CorporationLEN3.05K$275.72K