HoldingsChannel.com
First Manhattan Co. Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
BERKSHIRE HATHAWAY      $5,054,095
     BRK.A14,270-58$4,542,854
     BRK.B2,398,282-66,359$511,241
MICROSOFT CORP 5,813,184 -115,105 $778,735
     MSFT5,813,184-115,105$778,735
BROOKFIELD ASSET MGT 13,518,387 -252,326 $645,908
     BAM13,518,387-252,326$645,908
APPLE INC 2,979,853 -164,187 $589,773
     AAPL2,979,853-164,187$589,773
NESTLE S A 4,337,643 -63,602 $448,513
     NSRGY4,337,643-63,602$448,513
DANAHER CORP 2,512,696 -52,719 $359,115
     DHR2,512,696-52,719$359,115
JOHNSON & JOHNSON 2,266,528 -1,780 $315,683
     JNJ2,266,528-1,780$315,683
IAC INTERACTIVECORP 1,383,359 +187,845 $300,922
     IAC1,383,359+187,845$300,922
HONEYWELL INTL INC 1,674,712 -31,415 $292,389
     HON1,674,712-31,415$292,389
ALPHABET INC 265,738 +3,770 $287,239
     GOOG265,738+3,770$287,239
ORACLE CORP 3,985,574 -62,391 $227,058
     ORCL3,985,574-62,391$227,058
SERVICE CORP INTL 4,509,121 -50,330 $210,936
     SCI4,509,121-50,330$210,936
DUNKIN BRANDS GR 2,540,684 -75,965 $202,391
     DNKN2,540,684-75,965$202,391
AUTOZONE INC 179,397 -3,750 $197,241
     AZO179,397-3,750$197,241
MONDELEZ INTL INC 3,409,355 -50,568 $183,764
     MDLZ3,409,355-50,568$183,764
PFIZER INC 4,078,440 -342,279 $176,678
     PFE4,078,440-342,279$176,678
THERMO FISHER SCI 568,205 +60,829 $166,870
     TMO568,205+60,829$166,870
IAA INC 4,183,347 +4,183,347 $162,230
     IAA4,183,347+4,183,347$162,230
WABCO HOLDINGS 1,221,661 -203,028 $161,992
     WBC1,221,661-203,028$161,992
ACCENTURE PLC 863,828 -19,865 $159,610
     ACN863,828-19,865$159,610
KKR & CO INC 6,308,286 +670,935 $159,410
     KKR6,308,286+670,935$159,410
RECKITT BENCKISER GR      $154,914
     SHS1,951,426-77,163$154,914
WELLS FARGO & CO      $145,671
     WFC2,931,241-1,151,048$138,706
     WFC.PRL5,106-320$6,965
PHILIP MORRIS INTL 1,800,939 -10,530 $141,427
     PM1,800,939-10,530$141,427
INTER CONTINENTAL EX 1,645,420 +1,279,502 $141,407
     ICE1,645,420+1,279,502$141,407
COMCAST CORP 3,300,041 -73,220 $139,525
     CMCSA3,300,041-73,220$139,525
GILEAD SCIENCES INC 1,986,163 -115,554 $134,185
     GILD1,986,163-115,554$134,185
ULTA BEAUTY INC 368,990 -8,745 $127,998
     ULTA368,990-8,745$127,998
AMERICAN EXPRESS CO 995,967 -4,723 $122,942
     AXP995,967-4,723$122,942
TEXAS PAC LD TR 155,113 -100 $122,072
     TPL155,113-100$122,072
COCA COLA CO 2,348,779 +77,409 $119,599
     KO2,348,779+77,409$119,599
CDN NATURAL RES 3,934,237 +80,885 $106,106
     CNQ3,934,237+80,885$106,106
ALLY FINL INC 3,382,382 -22,020 $104,820
     ALLY3,382,382-22,020$104,820
LIBERTY SIRIUS GROUP 2,728,108 +1,640,820 $103,613
     LSXMK2,728,108+1,640,820$103,613
PAYPAL HLDGS INC 888,973 -22,010 $101,751
     PYPL888,973-22,010$101,751
KAR AUCTION SERVIC 3,974,262 +712,743 $99,356
     KAR3,974,262+712,743$99,356
ARAMARK 2,568,931 -3,083,362 $92,635
     ARMK2,568,931-3,083,362$92,635
CAPITAL ONE FINL CO 960,854 +15,880 $87,188
     COF960,854+15,880$87,188
ALPHABET INC 79,209 -1,791 $85,767
     GOOGL79,209-1,791$85,767
UNITEDHEALTH GRP INC 347,588 +74,239 $84,814
     UNH347,588+74,239$84,814
ENBRIDGE INC 2,329,715 +11,290 $84,056
     ENB2,329,715+11,290$84,056
UNITED TECHNOLOGIES 640,398 -4,183 $83,380
     UTX640,398-4,183$83,380
BROOKFIELD INFR PRTR 1,917,856 -1,009 $82,352
     BIP1,917,856-1,009$82,352
CBS CORPORATION      $81,820
     CBS1,619,641-6,417$80,820
     CBS.A20,000UNCH$1,000
ARROWHEAD PHARMACEUT 3,079,825 -1,843,700 $81,615
     ARWR3,079,825-1,843,700$81,615
VISA INC 435,184 -1,509 $75,526
     V435,184-1,509$75,526
FORTIVE CORPORATION 884,106 -9,856 $72,072
     FTV884,106-9,856$72,072
METTLER TOLEDO INTL 85,238 UNCH $71,599
     MTD85,238UNCH$71,599
LYONDELLBASELL INDUS 807,173 +86,061 $69,521
     LYB807,173+86,061$69,521
UNION PAC CORP 404,141 +364,584 $68,344
     UNP404,141+364,584$68,344

See Full List: All Stocks Held By First Manhattan Co.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By First Manhattan Co.

Size ($ in 1000's)
At 06/30/2019: $18,013,005
At 03/31/2019: $17,322,112

First Manhattan Co. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from First Manhattan Co. 13F filings. Link to 13F filings: SEC filings

First Manhattan Co. Top Holdings 13F Filings | www.HoldingsChannel.com

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