Filing analysis
First Manhattan Co. Llc.
13F-HR · period Q1 2026 · filed May 15, 2026
$36.06BReported 13F value
753Positions
+66New
167Increased
336Reduced
−42Exited
Largest new positions
| Security | Value | Weight |
|---|---|---|
| FNV Franco-Nevada Corporation | $11.02M | 0.0% |
| DG Dollar General Corporation | $11.00M | 0.0% |
| MSB | $9.77M | 0.0% |
| WPM Wheaton Precious Metals Corp. | $9.16M | 0.0% |
| ALV Autoliv, Inc. | $8.34M | 0.0% |
| SLG SL Green Realty Corp. | $8.22M | 0.0% |
| LNG Cheniere Energy, Inc. | $7.31M | 0.0% |
| CHRD Chord Energy Corporation | $6.30M | 0.0% |
| IGV iShares Expanded… | $6.21M | 0.0% |
| SGOV iShares 0-3 Month Treasury… | $5.91M | 0.0% |
Largest resizings
| Security | Δ shares | Value now | |
|---|---|---|---|
| BRK-A Berkshire Hathaway Inc. | ▼ Trim | -0.8% | $10.03B |
| MSFT Microsoft Corporation | ▲ Add | +0.3% | $1.62B |
| TTWO Take-Two Interactive… | ▼ Trim | -40.0% | $199.72M |
| KKR KKR & Co. Inc. | ▲ Add | +9.3% | $868.96M |
| CRM Salesforce, Inc. | ▼ Trim | -0.8% | $493.80M |
| TPL Texas Pacific Land Corporation | ▲ Add | +4.9% | $504.35M |
| ORCL Oracle Corporation | ▼ Trim | -1.1% | $579.62M |
| AMZN Amazon.com, Inc. | ▲ Add | +52.6% | $677.94M |
| BKNG Booking Holdings Inc. | ▲ Add | +6302.9% | $173.34M |
| UNH UnitedHealth Group… | ▼ Trim | -24.1% | $278.08M |
Provenance: Metadata from the EDGAR form index; analysis from the parsed information table (latest accepted version of this quarter). Not editorial commentary: computed fields only.