Stock Taper 
FIRST MANHATTAN CO. LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Albemarle Corporation | ALB | 2.62K | $354.16K |
 Solventum Corporation | SOLV | 2.6K | $200.44K |
 Becton, Dickinson and Company | BDX | 2.58K | $390.28K |
 MACOM Technology Solutions Holdings, Inc. | MTSI | 2.5K | $950.92K |
 AeroVironment, Inc. | AVAV | 2.5K | $412.68K |
 Rambus Inc. | RMBS | 2.5K | $331.19K |
 Everus Construction Group, Inc. | ECG | 2.48K | $411.72K |
 Intuitive Surgical, Inc. | ISRG | 2.44K | $970.74K |
 Arcosa, Inc. | ACA | 2.44K | $353.78K |
 Markel Corporation | MKL | 2.39K | $4.67M |
 STERIS plc | STE | 2.37K | $499.68K |
 Qnity Electronics, Inc. | Q | 2.37K | $386.73K |
 Alibaba Group Holding Limited | BABA | 2.34K | $226.86K |
| AC AVALONBAY CMNTYS INC | AVB | 2.3K | $434.74K |
 Coherent, Inc. | COHR | 2.26K | $890.32K |
 Valmont Industries, Inc. | VMI | 2.23K | $1.29M |
 AZZ Inc. | AZZ | 2.21K | $342.66K |
 Textron Inc. | TXT | 2.19K | $201.39K |
 Cameco Corporation | CCJ | 2.17K | $221.55K |
 TE Connectivity plc | TEL | 2.13K | $428.42K |