HoldingsChannel.com
First Manhattan Co. Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
BERKSHIRE HATHAWAY      $4,658,676
     BRK.A15,547-184$4,228,784
     BRK.B2,351,325+18,535$429,892
MICROSOFT CORP 5,572,638 -98,987 $878,861
     MSFT5,572,638-98,987$878,861
APPLE INC 2,846,976 -50,813 $723,958
     AAPL2,846,976-50,813$723,958
BROOKFIELD ASSET MGT 12,944,337 -179,167 $572,787
     BAM12,944,337-179,167$572,787
NESTLE S A 4,132,119 -119,696 $425,567
     NSRGY4,132,119-119,696$425,567
DANAHER CORP 2,367,895 -82,277 $327,741
     DHR2,367,895-82,277$327,741
ALPHABET INC 271,948 -1,060 $316,225
     GOOG271,948-1,060$316,225
JOHNSON & JOHNSON 2,246,748 -54,523 $294,617
     JNJ2,246,748-54,523$294,617
HONEYWELL INTL INC 1,514,345 -47,699 $202,605
     HON1,514,345-47,699$202,605
ORACLE CORP 4,078,602 -16,418 $197,118
     ORCL4,078,602-16,418$197,118
IAC INTERACTIVECORP 1,067,542 -8,760 $191,335
     IAC1,067,542-8,760$191,335
UNITEDHEALTH GRP INC 743,471 +169,868 $185,407
     UNH743,471+169,868$185,407
MONDELEZ INTL INC 3,507,027 +14,935 $175,631
     MDLZ3,507,027+14,935$175,631
THERMO FISHER SCI 556,253 -4,702 $157,753
     TMO556,253-4,702$157,753
KKR & CO INC 6,550,342 -18,123 $153,736
     KKR6,550,342-18,123$153,736
AUTOZONE INC 181,593 +3,029 $153,627
     AZO181,593+3,029$153,627
IAA INC 4,986,892 -186,398 $149,407
     IAA4,986,892-186,398$149,407
FIDELITY NATL INFO 1,216,998 +175,885 $148,035
     FIS1,216,998+175,885$148,035
VISA INC 893,260 +472,992 $143,922
     V893,260+472,992$143,922
ACCENTURE PLC 873,163 +37,887 $142,553
     ACN873,163+37,887$142,553
INTER CONTINENTAL EX 1,652,476 -19,684 $133,437
     ICE1,652,476-19,684$133,437
PHILIP MORRIS INTL 1,709,496 -37,622 $124,724
     PM1,709,496-37,622$124,724
COMCAST CORP 3,343,252 +21,360 $114,941
     CMCSA3,343,252+21,360$114,941
GODADDY INC 1,965,894 -952,281 $112,272
     GDDY1,965,894-952,281$112,272
SERVICE CORP INTL 2,609,319 -1,880,796 $102,050
     SCI2,609,319-1,880,796$102,050
GILEAD SCIENCES INC 1,338,303 -345,648 $100,051
     GILD1,338,303-345,648$100,051
ALPHABET INC 82,554 +4,015 $95,923
     GOOGL82,554+4,015$95,923
RECKITT BENCKISER GR      $95,164
     SHS1,276,946-477,228$95,164
CAPITAL ONE FINL CO 1,855,277 +963,319 $93,543
     COF1,855,277+963,319$93,543
COCA COLA CO 2,074,970 -320,892 $91,817
     KO2,074,970-320,892$91,817
MCDONALDS CORP 529,707 +72,600 $87,587
     MCD529,707+72,600$87,587
LIBERTY SIRIUS GROUP 2,709,032 -30,866 $85,659
     LSXMK2,709,032-30,866$85,659
PAYPAL HLDGS INC 869,681 -13,451 $83,263
     PYPL869,681-13,451$83,263
AMERICAN EXPRESS CO 951,327 -19,182 $81,443
     AXP951,327-19,182$81,443
DUNKIN BRANDS GR 1,353,275 -1,146,906 $71,858
     DNKN1,353,275-1,146,906$71,858
UNITED TECHNOLOGIES 744,945 -48,110 $70,271
     UTX744,945-48,110$70,271
ENBRIDGE INC 2,238,726 -117,174 $65,124
     ENB2,238,726-117,174$65,124
BROOKFIELD INFR PRTR 1,808,634 -23,643 $65,056
     BIP1,808,634-23,643$65,056
PFIZER INC 1,991,694 -1,046,596 $65,009
     PFE1,991,694-1,046,596$65,009
METTLER TOLEDO INTL 85,264 +26 $58,875
     MTD85,264+26$58,875
TEXAS PAC LD TR 154,833 -180 $58,838
     TPL154,833-180$58,838
NIKE INC 698,129 +564,307 $57,763
     NKE698,129+564,307$57,763
BILIBILI INC 2,353,113 -787,520 $55,109
     BILI2,353,113-787,520$55,109
ALLY FINL INC 3,664,359 +336,957 $52,876
     ALLY3,664,359+336,957$52,876
WABCO HOLDINGS 386,016 -723,519 $52,131
     WBC386,016-723,519$52,131
FORTIVE CORPORATION 901,705 +41,995 $49,765
     FTV901,705+41,995$49,765
ANHEUSER BUSCH INBEV 1,079,368 +532,410 $47,621
     BUD1,079,368+532,410$47,621
ARROWHEAD PHARMACEUT 1,616,023 -451,997 $46,492
     ARWR1,616,023-451,997$46,492
LYONDELLBASELL INDUS 928,658 +41,800 $46,089
     LYB928,658+41,800$46,089
AMEREN CORPORATION 632,356 -33,320 $46,054
     AEE632,356-33,320$46,054

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 03/31/2020: $15,429,222
At 12/31/2019: $19,929,088

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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