HoldingsChannel.com
First Manhattan Co. Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
BERKSHIRE HATHAWAY      $4,951,837
     BRK.A14,280+10$4,452,960
     BRK.B2,398,220-62$498,877
MICROSOFT CORP 5,756,223 -56,961 $800,288
     MSFT5,756,223-56,961$800,288
BROOKFIELD ASSET MGT 13,388,024 -130,363 $710,770
     BAM13,388,024-130,363$710,770
APPLE INC 2,943,469 -36,384 $659,249
     AAPL2,943,469-36,384$659,249
NESTLE S A 4,294,158 -43,485 $465,487
     NSRGY4,294,158-43,485$465,487
DANAHER CORP 2,490,326 -22,370 $359,678
     DHR2,490,326-22,370$359,678
ALPHABET INC 268,058 +2,320 $326,762
     GOOG268,058+2,320$326,762
JOHNSON & JOHNSON 2,340,186 +73,658 $302,774
     JNJ2,340,186+73,658$302,774
IAC INTERACTIVECORP 1,374,174 -9,185 $299,528
     IAC1,374,174-9,185$299,528
HONEYWELL INTL INC 1,602,703 -72,009 $271,179
     HON1,602,703-72,009$271,179
ORACLE CORP 4,131,000 +145,426 $227,329
     ORCL4,131,000+145,426$227,329
IAA INC 5,193,532 +1,010,185 $216,726
     IAA5,193,532+1,010,185$216,726
SERVICE CORP INTL 4,454,735 -54,386 $212,981
     SCI4,454,735-54,386$212,981
DUNKIN BRANDS GR 2,513,039 -27,645 $199,434
     DNKN2,513,039-27,645$199,434
AUTOZONE INC 178,175 -1,222 $193,252
     AZO178,175-1,222$193,252
MONDELEZ INTL INC 3,408,792 -563 $188,574
     MDLZ3,408,792-563$188,574
KKR & CO INC 6,563,856 +255,570 $176,239
     KKR6,563,856+255,570$176,239
THERMO FISHER SCI 568,024 -181 $165,448
     TMO568,024-181$165,448
KAR AUCTION SERVIC 6,686,802 +2,712,540 $164,161
     KAR6,686,802+2,712,540$164,161
ACCENTURE PLC 853,384 -10,444 $164,149
     ACN853,384-10,444$164,149
WABCO HOLDINGS 1,215,699 -5,962 $162,599
     WBC1,215,699-5,962$162,599
INTER CONTINENTAL EX 1,638,705 -6,715 $151,203
     ICE1,638,705-6,715$151,203
COMCAST CORP 3,326,292 +26,251 $149,949
     CMCSA3,326,292+26,251$149,949
RECKITT BENCKISER GR      $145,621
     SHS1,843,305-108,121$145,621
PHILIP MORRIS INTL 1,766,863 -34,076 $134,157
     PM1,766,863-34,076$134,157
WELLS FARGO & CO      $128,096
     WFC2,385,478-545,763$120,323
     WFC.PRL5,106UNCH$7,773
COCA COLA CO 2,337,716 -11,063 $127,265
     KO2,337,716-11,063$127,265
PFIZER INC 3,263,869 -814,571 $117,271
     PFE3,263,869-814,571$117,271
AMERICAN EXPRESS CO 986,979 -8,988 $116,739
     AXP986,979-8,988$116,739
LIBERTY SIRIUS GROUP 2,770,098 +41,990 $116,233
     LSXMK2,770,098+41,990$116,233
GILEAD SCIENCES INC 1,823,967 -162,196 $115,603
     GILD1,823,967-162,196$115,603
ULTA BEAUTY INC 459,049 +90,059 $115,060
     ULTA459,049+90,059$115,060
FIDELITY NATL INFO 850,293 +833,146 $112,884
     FIS850,293+833,146$112,884
ALLY FINL INC 3,362,832 -19,550 $111,511
     ALLY3,362,832-19,550$111,511
UNITED TECHNOLOGIES 776,184 +135,786 $105,965
     UTX776,184+135,786$105,965
TEXAS PAC LD TR 155,113 UNCH $100,757
     TPL155,113UNCH$100,757
UNITEDHEALTH GRP INC 457,564 +109,976 $99,437
     UNH457,564+109,976$99,437
ALPHABET INC 79,084 -125 $96,572
     GOOGL79,084-125$96,572
BROOKFIELD INFR PRTR 1,891,242 -26,614 $93,824
     BIP1,891,242-26,614$93,824
PAYPAL HLDGS INC 887,124 -1,849 $91,897
     PYPL887,124-1,849$91,897
LYONDELLBASELL INDUS 952,308 +145,135 $85,202
     LYB952,308+145,135$85,202
ARROWHEAD PHARMACEUT 3,022,325 -57,500 $85,169
     ARWR3,022,325-57,500$85,169
ENBRIDGE INC 2,376,485 +46,770 $83,367
     ENB2,376,485+46,770$83,367
CAPITAL ONE FINL CO 903,884 -56,970 $82,235
     COF903,884-56,970$82,235
VISA INC 426,083 -9,101 $73,290
     V426,083-9,101$73,290
UNION PAC CORP 439,126 +34,985 $71,129
     UNP439,126+34,985$71,129
US BANCORP DEL 1,283,390 -16,298 $71,022
     USB1,283,390-16,298$71,022
CBS CORPORATION      $69,730
     CBS1,705,810+86,169$68,863
     CBS.A20,000UNCH$867
CHUBB LIMITED 401,750 -4,517 $64,858
     CB401,750-4,517$64,858
ARAMARK 1,433,423 -1,135,508 $62,468
     ARMK1,433,423-1,135,508$62,468

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 09/30/2019: $18,152,418
At 06/30/2019: $18,013,005

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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