HoldingsChannel.com
First Manhattan Co. Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
BERKSHIRE HATHAWAY      $5,870,467
     BRK.A15,731+1,451$5,342,090
     BRK.B2,332,790-65,430$528,377
MICROSOFT CORP 5,671,625 -84,598 $894,416
     MSFT5,671,625-84,598$894,416
APPLE INC 2,897,789 -45,680 $850,936
     AAPL2,897,789-45,680$850,936
BROOKFIELD ASSET MGT 13,123,504 -264,520 $758,538
     BAM13,123,504-264,520$758,538
NESTLE S A 4,251,815 -42,343 $460,302
     NSRGY4,251,815-42,343$460,302
DANAHER CORP 2,450,172 -40,154 $376,052
     DHR2,450,172-40,154$376,052
ALPHABET INC 273,008 +4,950 $365,018
     GOOG273,008+4,950$365,018
JOHNSON & JOHNSON 2,301,271 -38,915 $335,687
     JNJ2,301,271-38,915$335,687
HONEYWELL INTL INC 1,562,044 -40,659 $276,483
     HON1,562,044-40,659$276,483
IAC INTERACTIVECORP 1,076,302 -297,872 $268,117
     IAC1,076,302-297,872$268,117
IAA INC 5,173,290 -20,242 $243,455
     IAA5,173,290-20,242$243,455
ORACLE CORP 4,095,020 -35,980 $216,954
     ORCL4,095,020-35,980$216,954
AUTOZONE INC 178,564 +389 $212,725
     AZO178,564+389$212,725
SERVICE CORP INTL 4,490,115 +35,380 $206,680
     SCI4,490,115+35,380$206,680
GODADDY INC 2,918,175 +2,103,101 $198,202
     GDDY2,918,175+2,103,101$198,202
MONDELEZ INTL INC 3,492,092 +83,300 $192,344
     MDLZ3,492,092+83,300$192,344
KKR & CO INC 6,568,465 +4,609 $191,602
     KKR6,568,465+4,609$191,602
DUNKIN BRANDS GR 2,500,181 -12,858 $188,863
     DNKN2,500,181-12,858$188,863
THERMO FISHER SCI 560,955 -7,069 $182,237
     TMO560,955-7,069$182,237
ACCENTURE PLC 835,276 -18,108 $175,884
     ACN835,276-18,108$175,884
UNITEDHEALTH GRP INC 573,603 +116,039 $168,627
     UNH573,603+116,039$168,627
INTER CONTINENTAL EX 1,672,160 +33,455 $154,758
     ICE1,672,160+33,455$154,758
WABCO HOLDINGS 1,109,535 -106,164 $150,341
     WBC1,109,535-106,164$150,341
COMCAST CORP 3,321,892 -4,400 $149,385
     CMCSA3,321,892-4,400$149,385
PHILIP MORRIS INTL 1,747,118 -19,745 $148,662
     PM1,747,118-19,745$148,662
KAR AUCTION SERVIC 6,752,867 +66,065 $147,144
     KAR6,752,867+66,065$147,144
FIDELITY NATL INFO 1,041,113 +190,820 $144,808
     FIS1,041,113+190,820$144,808
RECKITT BENCKISER GR      $140,456
     SHS1,754,174-89,131$140,456
COCA COLA CO 2,395,862 +58,146 $132,611
     KO2,395,862+58,146$132,611
LIBERTY SIRIUS GROUP 2,739,898 -30,200 $131,898
     LSXMK2,739,898-30,200$131,898
ARROWHEAD PHARMACEUT 2,068,020 -954,305 $131,174
     ARWR2,068,020-954,305$131,174
WELLS FARGO & CO      $125,352
     WFC2,192,490-192,988$117,956
     WFC.PRL5,101-5$7,396
TEXAS PAC LD TR 155,013 -100 $121,099
     TPL155,013-100$121,099
AMERICAN EXPRESS CO 970,509 -16,470 $120,818
     AXP970,509-16,470$120,818
PFIZER INC 3,038,290 -225,579 $119,040
     PFE3,038,290-225,579$119,040
UNITED TECHNOLOGIES 793,055 +16,871 $118,769
     UTX793,055+16,871$118,769
GILEAD SCIENCES INC 1,683,951 -140,016 $109,423
     GILD1,683,951-140,016$109,423
ALPHABET INC 78,539 -545 $105,194
     GOOGL78,539-545$105,194
ULTA BEAUTY INC 406,954 -52,095 $103,016
     ULTA406,954-52,095$103,016
ALLY FINL INC 3,327,402 -35,430 $101,685
     ALLY3,327,402-35,430$101,685
PAYPAL HLDGS INC 883,132 -3,992 $95,528
     PYPL883,132-3,992$95,528
ENBRIDGE INC 2,355,900 -20,585 $93,694
     ENB2,355,900-20,585$93,694
CAPITAL ONE FINL CO 891,958 -11,926 $91,791
     COF891,958-11,926$91,791
BROOKFIELD INFR PRTR 1,832,277 -58,965 $91,595
     BIP1,832,277-58,965$91,595
MCDONALDS CORP 457,107 +207,652 $90,329
     MCD457,107+207,652$90,329
LYONDELLBASELL INDUS 886,858 -65,450 $83,790
     LYB886,858-65,450$83,790
VIACOMCBS INC 1,960,601 +234,791 $82,286
     CBS1,960,601+254,791$82,286
VISA INC 420,268 -5,815 $78,968
     V420,268-5,815$78,968
US BANCORP DEL 1,266,327 -17,063 $75,080
     USB1,266,327-17,063$75,080
METTLER TOLEDO INTL 85,238 UNCH $67,617
     MTD85,238UNCH$67,617

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 12/31/2019: $19,929,088
At 09/30/2019: $18,152,418

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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