HoldingsChannel.com
First Manhattan Co. Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
BERKSHIRE HATHAWAY      $4,810,929
     BRK.A14,328-84$4,315,808
     BRK.B2,464,641-6,528$495,121
MICROSOFT CORP 5,928,289 +58,743 $699,183
     MSFT5,928,289+58,743$699,183
BROOKFIELD ASSET MGT 13,770,713 -290,619 $642,403
     BAM13,770,713-290,619$642,403
APPLE INC 3,144,040 -62,844 $597,210
     AAPL3,144,040-62,844$597,210
NESTLE S A 4,401,245 -55,072 $419,527
     NSRGY4,401,245-55,072$419,527
DANAHER CORP 2,565,415 -33,610 $338,686
     DHR2,565,415-33,610$338,686
JOHNSON & JOHNSON 2,268,308 -63,947 $317,087
     JNJ2,268,308-63,947$317,087
ALPHABET INC 261,968 +6,193 $307,369
     GOOG261,968+6,193$307,369
HONEYWELL INTL INC 1,706,127 -15,312 $271,139
     HON1,706,127-15,312$271,139
IAC INTERACTIVECORP 1,195,514 +11,636 $251,189
     IAC1,195,514+11,636$251,189
ORACLE CORP 4,047,965 -65,914 $217,416
     ORCL4,047,965-65,914$217,416
WELLS FARGO & CO      $204,268
     WFC4,082,289-97,626$197,256
     WFC.PRL5,426-96$7,012
DUNKIN BRANDS GR 2,616,649 -28,412 $196,510
     DNKN2,616,649-28,412$196,510
WABCO HOLDINGS 1,424,689 +29,775 $187,816
     WBC1,424,689+29,775$187,816
PFIZER INC 4,420,719 -229,006 $187,748
     PFE4,420,719-229,006$187,748
AUTOZONE INC 183,147 +3,075 $187,564
     AZO183,147+3,075$187,564
SERVICE CORP INTL 4,559,451 +464,406 $183,062
     SCI4,559,451+464,406$183,062
MONDELEZ INTL INC 3,459,923 +37,425 $172,719
     MDLZ3,459,923+37,425$172,719
RECKITT BENCKISER GR      $168,842
     SHS2,028,589-988,570$168,842
KAR AUCTION SERVIC 3,261,519 +1,266,287 $167,348
     KAR3,261,519+1,266,287$167,348
ARAMARK 5,652,293 +177,601 $167,025
     ARMK5,652,293+177,601$167,025
PHILIP MORRIS INTL 1,811,469 +50,550 $160,115
     PM1,811,469+50,550$160,115
ACCENTURE PLC 883,693 +42,140 $155,547
     ACN883,693+42,140$155,547
THERMO FISHER SCI 507,376 +18,184 $138,879
     TMO507,376+18,184$138,879
GILEAD SCIENCES INC 2,101,717 -83,082 $136,632
     GILD2,101,717-83,082$136,632
COMCAST CORP 3,373,261 -230,610 $134,863
     CMCSA3,373,261-230,610$134,863
KKR & CO INC 5,637,351 +5,637,351 $132,421
     KKR5,637,351+5,637,351$132,421
ULTA BEAUTY INC 377,735 -20,250 $131,727
     ULTA377,735-20,250$131,727
TEXAS PAC LD TR 155,213 -150 $120,080
     TPL155,213-150$120,080
AMERICAN EXPRESS CO 1,000,690 -33,343 $109,375
     AXP1,000,690-33,343$109,375
COCA COLA CO 2,271,370 +1,208,197 $106,436
     KO2,271,370+1,208,197$106,436
CDN NATURAL RES 3,853,352 -2,882 $105,967
     CNQ3,853,352-2,882$105,967
ALPHABET INC 81,000 -150 $95,328
     GOOGL81,000-150$95,328
PAYPAL HLDGS INC 910,983 +1,090 $94,596
     PYPL910,983+1,090$94,596
ALLY FINL INC 3,404,402 +12,389 $93,587
     ALLY3,404,402+12,389$93,587
ARROWHEAD PHARMACEUT 4,923,525 -103,600 $90,346
     ARWR4,923,525-103,600$90,346
ENBRIDGE INC 2,318,425 +138,292 $84,066
     ENB2,318,425+138,292$84,066
UNITED TECHNOLOGIES 644,581 -6,392 $83,081
     UTX644,581-6,392$83,081
BROOKFIELD INFR PRTR 1,918,865 -10,278 $80,342
     BIP1,918,865-10,278$80,342
CBS CORPORATION      $78,238
     CBS1,626,058+83,473$77,286
     CBS.A20,000UNCH$952
CAPITAL ONE FINL CO 944,974 +276,570 $77,195
     COF944,974+276,570$77,195
FORTIVE CORPORATION 893,962 +92,126 $74,994
     FTV893,962+92,126$74,994
FEDEX CORP 384,150 -251,282 $69,688
     FDX384,150-251,282$69,688
VISA INC 436,693 +68,469 $68,207
     V436,693+68,469$68,207
ROBERT HALF INTL INC 1,045,073 -53,403 $68,097
     RHI1,045,073-53,403$68,097
UNITEDHEALTH GRP INC 273,349 +40,779 $67,588
     UNH273,349+40,779$67,588
CONOCOPHILLIPS 961,714 -39,485 $64,184
     COP961,714-39,485$64,184
ENANTA PHARMACEUTI 664,934 -14,800 $63,514
     ENTA664,934-14,800$63,514
US BANCORP DEL 1,311,275 -20,965 $63,190
     USB1,311,275-20,965$63,190
METTLER TOLEDO INTL 85,238 UNCH $61,627
     MTD85,238UNCH$61,627

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 03/31/2019: $17,322,112
At 12/31/2018: $16,064,541

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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