FIRST MANHATTAN CO. LLC.

Filed: 8/14/2025ACC: 0000728083-25-000010

📋 What this filing means

FIRST MANHATTAN CO. LLC. filed this quarterly 13F‑HR report disclosing 698 equity positions with a total reported market value of $35.42B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

698

Positions

$35.42B

Total AUM (reported)

199.35M

Total Shares

Allocation by class

COM$17.41B49.2%

CL A$11.29B31.9%

CL A LTD VT SH$1.02B2.9%

CL B NEW$914.85M2.6%

CAP STK CL C$805.19M2.3%

COM CL A$583.02M1.6%

N Y REGISTRY SHS$569.02M1.6%

Portfolio Concentration

Top 3$13.81B39.0%

4–10$6.42B18.1%

11–25$6.21B17.5%

Rest$8.97B25.3%

Top 3 weight

39.0%

Top 10 weight

57.1%

Voting Authority Distribution

Total shares with voting rights: 199.35M

Sole

Full voting authority

1.78M

% of voting shares0.9%

Shared

Joint voting authority

197.58M

% of voting shares99.1%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole698

Shared0

Other0

Dominant voting typeShared · 99.1% of voting shares

Institutional Holdings698

Rows:

BERKSHIRE HATHAWAY INC DEL

SOLE

CL A

Shares14.34K

TypeSH

Market value$10.45B

29.50%

Sole

8.00

Shared

14.33K

None

0.00

MICROSOFT CORP

SOLE

COM

Shares4.43M

TypeSH

Market value$2.20B

6.22%

Sole

17.95K

Shared

4.41M

None

0.00

KKR & CO INC

SOLE

COM

Shares8.72M

TypeSH

Market value$1.16B

3.28%

Sole

66.14K

Shared

8.65M

None

0.00

APPLE INC

SOLE

COM

Shares5.51M

TypeSH

Market value$1.13B

3.19%

Sole

0.00

Shared

5.51M

None

0.00

BROOKFIELD CORP

SOLE

CL A LTD VT SH

Shares16.46M

TypeSH

Market value$1.02B

2.87%

Sole

0.00

Shared

16.46M

None

0.00

ORACLE CORP

SOLE

COM

Shares4.47M

TypeSH

Market value$977.64M

2.76%

Sole

19.35K

Shared

4.45M

None

0.00

AUTOZONE INC

SOLE

COM

Shares256.36K

TypeSH

Market value$951.67M

2.69%

Sole

1.13K

Shared

255.23K

None

0.00

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares1.88M

TypeSH

Market value$914.85M

2.58%

Sole

7.76K

Shared

1.88M

None

0.00

ALPHABET INC

SOLE

CAP STK CL C

Shares4.54M

TypeSH

Market value$805.19M

2.27%

Sole

5.06K

Shared

4.53M

None

0.00

BROADCOM INC

SOLE

COM

Shares2.26M

TypeSH

Market value$623.77M

1.76%

Sole

11.71K

Shared

2.25M

None

0.00

ASML HOLDING N V

SOLE

N Y REGISTRY SHS

Shares710.04K

TypeSH

Market value$569.02M

1.61%

Sole

445.00

Shared

709.60K

None

0.00

APPLIED MATLS INC

SOLE

COM

Shares2.81M

TypeSH

Market value$514.14M

1.45%

Sole

28.38K

Shared

2.78M

None

0.00

SALESFORCE INC

SOLE

COM

Shares1.88M

TypeSH

Market value$512.69M

1.45%

Sole

25.81K

Shared

1.85M

None

0.00

TAKE-TWO INTERACTIVE SOFTWAR

SOLE

COM

Shares2M

TypeSH

Market value$486.68M

1.37%

Sole

12.50K

Shared

1.99M

None

0.00

VISA INC

SOLE

COM CL A

Shares1.30M

TypeSH

Market value$460.54M

1.30%

Sole

7.86K

Shared

1.29M

None

0.00

DANAHER CORPORATION

SOLE

COM

Shares2.22M

TypeSH

Market value$439.71M

1.24%

Sole

27.83K

Shared

2.19M

None

0.00

UNITEDHEALTH GROUP INC

SOLE

COM

Shares1.39M

TypeSH

Market value$433.82M

1.22%

Sole

0.00

Shared

1.39M

None

0.00

AMAZON COM INC

SOLE

COM

Shares1.85M

TypeSH

Market value$405.74M

1.15%

Sole

12.50K

Shared

1.84M

None

0.00

THERMO FISHER SCIENTIFIC INC

SOLE

COM

Shares956.70K

TypeSH

Market value$388.28M

1.10%

Sole

0.00

Shared

956.70K

None

0.00

TEXAS PACIFIC LAND CORPORATI

SOLE

COM

Shares337.68K

TypeSH

Market value$356.72M

1.01%

Sole

0.00

Shared

337.68K

None

0.00

HONEYWELL INTL INC

SOLE

COM

Shares1.49M

TypeSH

Market value$346.90M

0.98%

Sole

724.00

Shared

1.49M

None

0.00

PHILIP MORRIS INTL INC

SOLE

COM

Shares1.84M

TypeSH

Market value$337.97M

0.95%

Sole

11.23K

Shared

1.83M

None

0.00

LOWES COS INC

SOLE

COM

Shares1.49M

TypeSH

Market value$330.88M

0.93%

Sole

19.45K

Shared

1.47M

None

0.00

LINDE PLC

SOLE

SHS

Shares675.87K

TypeSH

Market value$317.11M

0.90%

Sole

13.21K

Shared

662.66K

None

0.00

NVIDIA CORPORATION

SOLE

COM

Shares1.97M

TypeSH

Market value$310.68M

0.88%

Sole

4.50K

Shared

1.96M

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared
BERKSHIRE HATHAWAY INC DELSOLE	CL A	14.34K	SH	$10.45B 29.50%	8.00	14.33K
MICROSOFT CORPSOLE	COM	4.43M	SH	$2.20B 6.22%	17.95K	4.41M
KKR & CO INCSOLE	COM	8.72M	SH	$1.16B 3.28%	66.14K	8.65M
APPLE INCSOLE	COM	5.51M	SH	$1.13B 3.19%	0.00	5.51M
BROOKFIELD CORPSOLE	CL A LTD VT SH	16.46M	SH	$1.02B 2.87%	0.00	16.46M
ORACLE CORPSOLE	COM	4.47M	SH	$977.64M 2.76%	19.35K	4.45M
AUTOZONE INCSOLE	COM	256.36K	SH	$951.67M 2.69%	1.13K	255.23K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	1.88M	SH	$914.85M 2.58%	7.76K	1.88M
ALPHABET INCSOLE	CAP STK CL C	4.54M	SH	$805.19M 2.27%	5.06K	4.53M
BROADCOM INCSOLE	COM	2.26M	SH	$623.77M 1.76%	11.71K	2.25M
ASML HOLDING N VSOLE	N Y REGISTRY SHS	710.04K	SH	$569.02M 1.61%	445.00	709.60K
APPLIED MATLS INCSOLE	COM	2.81M	SH	$514.14M 1.45%	28.38K	2.78M
SALESFORCE INCSOLE	COM	1.88M	SH	$512.69M 1.45%	25.81K	1.85M
TAKE-TWO INTERACTIVE SOFTWARSOLE	COM	2M	SH	$486.68M 1.37%	12.50K	1.99M
VISA INCSOLE	COM CL A	1.30M	SH	$460.54M 1.30%	7.86K	1.29M
DANAHER CORPORATIONSOLE	COM	2.22M	SH	$439.71M 1.24%	27.83K	2.19M
UNITEDHEALTH GROUP INCSOLE	COM	1.39M	SH	$433.82M 1.22%	0.00	1.39M
AMAZON COM INCSOLE	COM	1.85M	SH	$405.74M 1.15%	12.50K	1.84M
THERMO FISHER SCIENTIFIC INCSOLE	COM	956.70K	SH	$388.28M 1.10%	0.00	956.70K
TEXAS PACIFIC LAND CORPORATISOLE	COM	337.68K	SH	$356.72M 1.01%	0.00	337.68K
HONEYWELL INTL INCSOLE	COM	1.49M	SH	$346.90M 0.98%	724.00	1.49M
PHILIP MORRIS INTL INCSOLE	COM	1.84M	SH	$337.97M 0.95%	11.23K	1.83M
LOWES COS INCSOLE	COM	1.49M	SH	$330.88M 0.93%	19.45K	1.47M
LINDE PLCSOLE	SHS	675.87K	SH	$317.11M 0.90%	13.21K	662.66K
NVIDIA CORPORATIONSOLE	COM	1.97M	SH	$310.68M 0.88%	4.50K	1.96M

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