Filed: 2/17/2026ACC: 0000728083-26-000002
📋 What this filing means
FIRST MANHATTAN CO. LLC. filed this quarterly 13F‑HR report disclosing 729 equity positions with a total reported market value of $38.09B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
729
Positions
$38.09B
Total AUM (reported)
215.43M
Total Shares
Allocation by class
COM$18.75B49.2%
CL A$11.51B30.2%
CAP STK CL C$1.32B3.5%
CL A LTD VT SH$1.09B2.9%
CL B NEW$932.19M2.4%
N Y REGISTRY SHS$847.63M2.2%
SHS$591.41M1.6%
Portfolio Concentration
Top 3$14.14B37.1%
4–10$6.95B18.2%
11–25$7.08B18.6%
Rest$9.92B26.0%
Top 3 weight
37.1%
Top 10 weight
55.4%
Voting Authority Distribution
Total shares with voting rights: 215.43M
Sole
Full voting authority
1.88M
shares
% of voting shares0.9%
Shared
Joint voting authority
213.56M
shares
% of voting shares99.1%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole729
Shared0
Other0
Dominant voting typeShared · 99.1% of voting shares
Institutional Holdings729
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares14.08K
TypeSH
Market value$10.63B
27.90%
Sole
7.00
Shared
14.07K
None
0.00
MICROSOFT CORP
SOLEShares4.36M
TypeSH
Market value$2.11B
5.53%
Sole
18.82K
Shared
4.34M
None
0.00
APPLE INC
SOLEShares5.17M
TypeSH
Market value$1.41B
3.69%
Sole
0.00
Shared
5.17M
None
0.00
ALPHABET INC
SOLEShares4.19M
TypeSH
Market value$1.32B
3.45%
Sole
5.05K
Shared
4.19M
None
0.00
KKR & CO INC
SOLEShares8.60M
TypeSH
Market value$1.10B
2.88%
Sole
69.76K
Shared
8.53M
None
0.00
BROOKFIELD CORP
SOLEShares23.80M
TypeSH
Market value$1.09B
2.87%
Sole
0.00
Shared
23.80M
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.85M
TypeSH
Market value$932.19M
2.45%
Sole
5.72K
Shared
1.85M
None
0.00
AUTOZONE INC
SOLEShares261.31K
TypeSH
Market value$886.25M
2.33%
Sole
1.51K
Shared
259.81K
None
0.00
ASML HOLDING N V
SOLEShares792.28K
TypeSH
Market value$847.63M
2.23%
Sole
5.34K
Shared
786.94K
None
0.00
ORACLE CORP
SOLEShares3.98M
TypeSH
Market value$776.24M
2.04%
Sole
12.43K
Shared
3.97M
None
0.00
BROADCOM INC
SOLEShares2.21M
TypeSH
Market value$765.29M
2.01%
Sole
10.09K
Shared
2.20M
None
0.00
SALESFORCE INC
SOLEShares2.67M
TypeSH
Market value$707.67M
1.86%
Sole
26.05K
Shared
2.64M
None
0.00
DANAHER CORPORATION
SOLEShares2.31M
TypeSH
Market value$529.41M
1.39%
Sole
32.82K
Shared
2.28M
None
0.00
ALPHABET INC
SOLEShares1.60M
TypeSH
Market value$501.63M
1.32%
Sole
1.65K
Shared
1.60M
None
0.00
AMAZON COM INC
SOLEShares2.13M
TypeSH
Market value$492.37M
1.29%
Sole
24.29K
Shared
2.11M
None
0.00
APPLIED MATLS INC
SOLEShares1.89M
TypeSH
Market value$484.54M
1.27%
Sole
24.36K
Shared
1.86M
None
0.00
VISA INC
SOLEShares1.30M
TypeSH
Market value$455.73M
1.20%
Sole
7.84K
Shared
1.29M
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares1.35M
TypeSH
Market value$446.77M
1.17%
Sole
13.02K
Shared
1.34M
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares768.91K
TypeSH
Market value$445.85M
1.17%
Sole
0.00
Shared
768.91K
None
0.00
TAKE-TWO INTERACTIVE SOFTWAR
SOLEShares1.69M
TypeSH
Market value$431.43M
1.13%
Sole
0.00
Shared
1.69M
None
0.00
NVIDIA CORPORATION
SOLEShares2.03M
TypeSH
Market value$379.09M
1.00%
Sole
14.29K
Shared
2.02M
None
0.00
HONEYWELL INTL INC
SOLEShares1.91M
TypeSH
Market value$372.62M
0.98%
Sole
0.00
Shared
1.91M
None
0.00
SYNOPSYS INC
SOLEShares784.55K
TypeSH
Market value$368.52M
0.97%
Sole
3.64K
Shared
780.91K
None
0.00
LOWES COS INC
SOLEShares1.50M
TypeSH
Market value$361.26M
0.95%
Sole
7.46K
Shared
1.49M
None
0.00
LANDBRIDGE COMPANY LLC
SOLEShares6.86M
TypeSH
Market value$338.71M
0.89%
Sole
0.00
Shared
6.86M
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 14.08K | SH | $10.63B 27.90% | 7.00 | 14.07K | 0.00 |
MICROSOFT CORPSOLE | COM | 4.36M | SH | $2.11B 5.53% | 18.82K | 4.34M | 0.00 |
APPLE INCSOLE | COM | 5.17M | SH | $1.41B 3.69% | 0.00 | 5.17M | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 4.19M | SH | $1.32B 3.45% | 5.05K | 4.19M | 0.00 |
KKR & CO INCSOLE | COM | 8.60M | SH | $1.10B 2.88% | 69.76K | 8.53M | 0.00 |
BROOKFIELD CORPSOLE | CL A LTD VT SH | 23.80M | SH | $1.09B 2.87% | 0.00 | 23.80M | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.85M | SH | $932.19M 2.45% | 5.72K | 1.85M | 0.00 |
AUTOZONE INCSOLE | COM | 261.31K | SH | $886.25M 2.33% | 1.51K | 259.81K | 0.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 792.28K | SH | $847.63M 2.23% | 5.34K | 786.94K | 0.00 |
ORACLE CORPSOLE | COM | 3.98M | SH | $776.24M 2.04% | 12.43K | 3.97M | 0.00 |
BROADCOM INCSOLE | COM | 2.21M | SH | $765.29M 2.01% | 10.09K | 2.20M | 0.00 |
SALESFORCE INCSOLE | COM | 2.67M | SH | $707.67M 1.86% | 26.05K | 2.64M | 0.00 |
DANAHER CORPORATIONSOLE | COM | 2.31M | SH | $529.41M 1.39% | 32.82K | 2.28M | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.60M | SH | $501.63M 1.32% | 1.65K | 1.60M | 0.00 |
AMAZON COM INCSOLE | COM | 2.13M | SH | $492.37M 1.29% | 24.29K | 2.11M | 0.00 |
APPLIED MATLS INCSOLE | COM | 1.89M | SH | $484.54M 1.27% | 24.36K | 1.86M | 0.00 |
VISA INCSOLE | COM CL A | 1.30M | SH | $455.73M 1.20% | 7.84K | 1.29M | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 1.35M | SH | $446.77M 1.17% | 13.02K | 1.34M | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 768.91K | SH | $445.85M 1.17% | 0.00 | 768.91K | 0.00 |
TAKE-TWO INTERACTIVE SOFTWARSOLE | COM | 1.69M | SH | $431.43M 1.13% | 0.00 | 1.69M | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 2.03M | SH | $379.09M 1.00% | 14.29K | 2.02M | 0.00 |
HONEYWELL INTL INCSOLE | COM | 1.91M | SH | $372.62M 0.98% | 0.00 | 1.91M | 0.00 |
SYNOPSYS INCSOLE | COM | 784.55K | SH | $368.52M 0.97% | 3.64K | 780.91K | 0.00 |
LOWES COS INCSOLE | COM | 1.50M | SH | $361.26M 0.95% | 7.46K | 1.49M | 0.00 |
LANDBRIDGE COMPANY LLCSOLE | CL A | 6.86M | SH | $338.71M 0.89% | 0.00 | 6.86M | 0.00 |
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