Stock Taper

FIRST MANHATTAN CO. LLC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
CF Industries Holdings, Inc.CF4.4K$476.34K
Lantheus Holdings, Inc.LNTH4.32K$479.7K
Tesla, Inc.TSLA4.27K$1.8M
Vulcan Materials CompanyVMC4.26K$1.26M
Everest Group, Ltd.EG4.2K$1.5M
Southwest Gas Holdings, Inc.SWX4.1K$363.59K
Omnicom Group Inc.OMC4.07K$299.67K
MP Materials Corp.MP4.04K$226.17K
Delta Air Lines, Inc.DAL3.97K$371.55K
Moog Inc.MOG-A3.96K$1.68M
GSK plcGSK3.94K$208.38K
eBay Inc.EBAY3.85K$430.8K
Teledyne Technologies IncorporatedTDY3.83K$2.55M
IDEX CorporationIEX3.78K$857.42K
General American Investors Company, Inc.GAM3.7K$235.68K
Solstice Advanced Materials Inc.SOLS3.68K$326.05K
Okta, Inc.OKTA3.67K$500.09K
Vistra Corp.VST3.66K$581.06K
Air Products and Chemicals, Inc.APD3.64K$1.07M
BWX Technologies, Inc.BWXT3.62K$703.66K