Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
BERKSHIRE HATHAWAY INC DEL | $10,015,731 | ||
BRK.A | 17,130 | +211 | $9,293,538 |
BRK.B | 2,024,874 | -29,336 | $722,193 |
MICROSOFT CORP | 4,652,057 | -75,049 | $1,743,631 |
MSFT | 4,652,057 | -75,049 | $1,743,631 |
APPLE INC | 7,120,550 | -280,627 | $1,368,179 |
AAPL | 7,120,550 | -280,627 | $1,368,179 |
UNITEDHEALTH GROUP INC | 1,725,729 | -44,778 | $904,311 |
UNH | 1,725,729 | -44,778 | $904,311 |
ALPHABET INC | 5,630,681 | -57,293 | $790,868 |
GOOG | 5,630,681 | -57,293 | $790,868 |
KKR & CO INC | 9,349,916 | +200,882 | $766,649 |
KKR | 9,349,916 | +200,882 | $766,649 |
BROOKFIELD CORP | 17,950,287 | -370,108 | $720,168 |
BN | 17,950,287 | -370,108 | $720,168 |
AUTOZONE INC | 256,505 | -1,046 | $663,222 |
AZO | 256,505 | -1,046 | $663,222 |
ORACLE CORP | 5,295,146 | +153,370 | $555,459 |
ORCL | 5,295,146 | +153,370 | $555,459 |
DANAHER CORPORATION | 2,153,257 | -13,615 | $498,148 |
DHR | 2,153,257 | -13,615 | $498,148 |
THERMO FISHER SCIENTIFIC INC | 917,811 | -102,628 | $485,141 |
TMO | 917,811 | -102,628 | $485,141 |
NESTLE S A | 3,452,862 | -93,407 | $399,263 |
NSRGY | 3,452,862 | -93,407 | $399,263 |
HONEYWELL INTL INC | 1,457,726 | -12,669 | $305,740 |
HON | 1,457,726 | -12,669 | $305,740 |
LOWES COS INC | 1,347,620 | +85,026 | $295,967 |
LOW | 1,347,620 | +85,026 | $295,967 |
VISA INC | 1,102,035 | -23,243 | $286,922 |
V | 1,102,035 | -23,243 | $286,922 |
S&P GLOBAL INC | 651,016 | -7,856 | $284,397 |
SPGI | 651,016 | -7,856 | $284,397 |
ACCENTURE PLC IRELAND | 744,815 | -11,966 | $261,380 |
ACN | 744,815 | -11,966 | $261,380 |
LINDE PLC | 626,216 | -19,233 | $253,147 |
LIN | 626,216 | -19,233 | $253,147 |
ALPHABET INC | 1,738,421 | +11,261 | $241,418 |
GOOGL | 1,738,421 | +11,261 | $241,418 |
BROADCOM INC | 208,815 | +84,258 | $232,583 |
AVGO | 208,815 | +84,258 | $232,583 |
TEXAS PACIFIC LAND CORPORATI | 142,776 | -217 | $224,512 |
TPL | 142,776 | -217 | $224,512 |
AMAZON COM INC | 1,366,769 | -51,409 | $207,667 |
AMZN | 1,366,769 | -51,409 | $207,667 |
KEYSIGHT TECHNOLOGIES INC | 1,318,211 | -9,425 | $206,875 |
KEYS | 1,318,211 | -9,425 | $206,875 |
COPART INC | 4,122,358 | -53,855 | $201,996 |
CPRT | 4,122,358 | -53,855 | $201,996 |
ASML HOLDING N V | 265,392 | +10,778 | $200,881 |
ASML | 265,392 | +10,778 | $200,881 |
OREILLY AUTOMOTIVE INC | 210,599 | -3,341 | $196,151 |
ORLY | 210,599 | -3,341 | $196,151 |
COMCAST CORP NEW | 4,430,172 | -59,947 | $194,058 |
CMCSA | 4,430,172 | -59,947 | $194,058 |
MCDONALDS CORP | 646,397 | +3,999 | $188,100 |
MCD | 646,397 | +3,999 | $188,100 |
PHILIP MORRIS INTL INC | 1,894,784 | -16,723 | $178,265 |
PM | 1,894,784 | -16,723 | $178,265 |
VANGUARD INDEX FDS (VOO) | 398,116 | +48,289 | $173,910 |
VOO | 398,116 | +48,289 | $173,910 |
INTERCONTINENTAL EXCHANGE IN (ICE) | 1,306,123 | -259,596 | $167,746 |
ICE | 1,306,123 | -259,596 | $167,746 |
JOHNSON & JOHNSON | 1,059,006 | -52,897 | $166,013 |
JNJ | 1,059,006 | -52,897 | $166,013 |
MONDELEZ INTL INC | 2,259,589 | -12,514 | $163,665 |
MDLZ | 2,259,589 | -12,514 | $163,665 |
ENTEGRIS INC | 1,268,394 | -387,234 | $149,136 |
ENTG | 1,268,394 | -387,234 | $149,136 |
MARRIOTT INTL INC NEW | 628,553 | -15,235 | $141,745 |
MAR | 628,553 | -15,235 | $141,745 |
NIKE INC | 1,280,519 | -222,606 | $139,030 |
NKE | 1,280,519 | -222,606 | $139,030 |
NEXTERA ENERGY INC | 2,092,791 | -310,517 | $127,120 |
NEE | 2,092,791 | -310,517 | $127,120 |
ALLY FINL INC | 3,553,970 | +502,052 | $124,105 |
ALLY | 3,553,970 | +502,052 | $124,105 |
PDD HOLDINGS INC | 811,295 | -99,995 | $118,701 |
PDD | 811,295 | -99,995 | $118,701 |
MATCH GROUP INC NEW | 3,185,053 | -360,977 | $116,254 |
MTCH | 3,185,053 | -360,977 | $116,254 |
MARKEL GROUP INC | 75,217 | +20,842 | $106,801 |
MKL | 75,217 | +20,842 | $106,801 |
AMERICAN EXPRESS CO | 558,625 | -1,845 | $104,654 |
AXP | 558,625 | -1,845 | $104,654 |
AMERICAN TOWER CORP NEW | 486,708 | -68,298 | $103,414 |
AMT | 486,708 | -68,298 | $103,414 |
ABBVIE INC | 650,067 | -18,501 | $100,744 |
ABBV | 650,067 | -18,501 | $100,744 |
CSW INDUSTRIALS INC | 477,007 | -9,780 | $98,938 |
CSWI | 477,007 | -9,780 | $98,938 |
FORTIVE CORP | 1,232,897 | +62,277 | $90,779 |
FTV | 1,232,897 | +62,277 | $90,779 |
SERVICE CORP INTL | 1,296,335 | +6,631 | $88,739 |
SCI | 1,296,335 | +6,631 | $88,739 |
COCA COLA CO | 1,453,259 | -16,632 | $85,645 |
KO | 1,453,259 | -16,632 | $85,645 |
NORTHERN LTS FD TR IV | 3,032,298 | +2,505 | $80,690 |
FMCX | 3,032,298 | +2,505 | $80,690 |
BROOKFIELD INFRAST PARTNERS | 2,373,758 | +53,773 | $74,750 |
BIP | 2,373,758 | +53,773 | $74,750 |
See Full List: All Stocks Held By First Manhattan CO. LLC.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By First Manhattan CO. LLC.
Size ($ in 1000's)
At 12/31/2023: $28,826,483 At 09/30/2023: $27,093,581 First Manhattan CO. LLC. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from First Manhattan CO. LLC. 13F filings. Link to 13F filings: SEC filings |