Filed: 8/14/2026ACC: 0000728083-26-000007
📋 What this filing means
FIRST MANHATTAN CO. LLC. filed this quarterly 13F‑HR report disclosing 742 equity positions with a total reported market value of $39.24B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
742
Positions
$39.24B
Total AUM (reported)
222.71M
Total Shares
Allocation by class
COM$18.95B48.3%
CL A$11.45B29.2%
N Y REGISTRY SHS$1.43B3.6%
CAP STK CL C$1.39B3.5%
CL A LTD VT SH$964.39M2.5%
CL B NEW$889.58M2.3%
COM CL A$725.64M1.8%
Portfolio Concentration
Top 3$13.39B34.1%
4–10$7.27B18.5%
11–25$7.92B20.2%
Rest$10.67B27.2%
Top 3 weight
34.1%
Top 10 weight
52.6%
Voting Authority Distribution
Total shares with voting rights: 222.71M
Sole
Full voting authority
1.70M
shares
% of voting shares0.8%
Shared
Joint voting authority
221.02M
shares
% of voting shares99.2%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole742
Shared0
Other0
Dominant voting typeShared · 99.2% of voting shares
Institutional Holdings742
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares13.80K
TypeSH
Market value$10.34B
26.34%
Sole
7.00
Shared
13.80K
None
0.00
MICROSOFT CORP
SOLEShares4.35M
TypeSH
Market value$1.62B
4.13%
Sole
25.48K
Shared
4.32M
None
0.00
ASML HLDG NV
SOLEShares718.41K
TypeSH
Market value$1.43B
3.64%
Sole
2.90K
Shared
715.51K
None
0.00
APPLE INC
SOLEShares4.94M
TypeSH
Market value$1.43B
3.64%
Sole
0.00
Shared
4.94M
None
0.00
ALPHABET INC
SOLEShares3.93M
TypeSH
Market value$1.39B
3.54%
Sole
5.05K
Shared
3.93M
None
0.00
BROOKFIELD CORP
SOLEShares22.61M
TypeSH
Market value$964.39M
2.46%
Sole
0.00
Shared
22.61M
None
0.00
APPLIED MATLS INC
SOLEShares1.24M
TypeSH
Market value$896.85M
2.29%
Sole
7.92K
Shared
1.23M
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.78M
TypeSH
Market value$889.58M
2.27%
Sole
5.72K
Shared
1.77M
None
0.00
KKR & CO INC
SOLEShares9.42M
TypeSH
Market value$864.21M
2.20%
Sole
100.72K
Shared
9.32M
None
0.00
AUTOZONE INC
SOLEShares262.14K
TypeSH
Market value$837.79M
2.14%
Sole
1.63K
Shared
260.51K
None
0.00
BROADCOM INC
SOLEShares2.15M
TypeSH
Market value$812.26M
2.07%
Sole
10.09K
Shared
2.14M
None
0.00
AMAZON COM INC
SOLEShares3.26M
TypeSH
Market value$777.56M
1.98%
Sole
32.55K
Shared
3.23M
None
0.00
INTEL CORP
SOLEShares4.64M
TypeSH
Market value$647.73M
1.65%
Sole
87.43K
Shared
4.55M
None
0.00
VISA INC
SOLEShares1.68M
TypeSH
Market value$577.27M
1.47%
Sole
16.49K
Shared
1.67M
None
0.00
LANDBRIDGE COMPANY LLC
SOLEShares7.08M
TypeSH
Market value$561.24M
1.43%
Sole
0.00
Shared
7.08M
None
0.00
ORACLE CORP
SOLEShares3.77M
TypeSH
Market value$552.86M
1.41%
Sole
12.43K
Shared
3.76M
None
0.00
ALPHABET INC
SOLEShares1.48M
TypeSH
Market value$528.57M
1.35%
Sole
1.65K
Shared
1.48M
None
0.00
NVIDIA CORPORATION
SOLEShares2.53M
TypeSH
Market value$506.61M
1.29%
Sole
14.29K
Shared
2.52M
None
0.00
TEXAS PACIFIC LAND CORPORATI
SOLEShares1.06M
TypeSH
Market value$465.97M
1.19%
Sole
0.00
Shared
1.06M
None
0.00
DANAHER CORP DEL
SOLEShares2.25M
TypeSH
Market value$429.11M
1.09%
Sole
18.29K
Shared
2.23M
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares841.89K
TypeSH
Market value$422.45M
1.08%
Sole
6.15K
Shared
835.74K
None
0.00
S&P GLOBAL INC
SOLEShares1.03M
TypeSH
Market value$420.98M
1.07%
Sole
10.51K
Shared
1.02M
None
0.00
HONEYWELL INTL INC
SOLEShares1.86M
TypeSH
Market value$416.01M
1.06%
Sole
17.22K
Shared
1.84M
None
0.00
HONEYWELL AEROSPACE INC
SOLEShares1.88M
TypeSH
Market value$414.69M
1.06%
Sole
17.22K
Shared
1.86M
None
0.00
SYNOPSYS INC
SOLEShares859.15K
TypeSH
Market value$383.24M
0.98%
Sole
7.77K
Shared
851.38K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 13.80K | SH | $10.34B 26.34% | 7.00 | 13.80K | 0.00 |
MICROSOFT CORPSOLE | COM | 4.35M | SH | $1.62B 4.13% | 25.48K | 4.32M | 0.00 |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 718.41K | SH | $1.43B 3.64% | 2.90K | 715.51K | 0.00 |
APPLE INCSOLE | COM | 4.94M | SH | $1.43B 3.64% | 0.00 | 4.94M | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 3.93M | SH | $1.39B 3.54% | 5.05K | 3.93M | 0.00 |
BROOKFIELD CORPSOLE | CL A LTD VT SH | 22.61M | SH | $964.39M 2.46% | 0.00 | 22.61M | 0.00 |
APPLIED MATLS INCSOLE | COM | 1.24M | SH | $896.85M 2.29% | 7.92K | 1.23M | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.78M | SH | $889.58M 2.27% | 5.72K | 1.77M | 0.00 |
KKR & CO INCSOLE | COM | 9.42M | SH | $864.21M 2.20% | 100.72K | 9.32M | 0.00 |
AUTOZONE INCSOLE | COM | 262.14K | SH | $837.79M 2.14% | 1.63K | 260.51K | 0.00 |
BROADCOM INCSOLE | COM | 2.15M | SH | $812.26M 2.07% | 10.09K | 2.14M | 0.00 |
AMAZON COM INCSOLE | COM | 3.26M | SH | $777.56M 1.98% | 32.55K | 3.23M | 0.00 |
INTEL CORPSOLE | COM | 4.64M | SH | $647.73M 1.65% | 87.43K | 4.55M | 0.00 |
VISA INCSOLE | COM CL A | 1.68M | SH | $577.27M 1.47% | 16.49K | 1.67M | 0.00 |
LANDBRIDGE COMPANY LLCSOLE | CL A | 7.08M | SH | $561.24M 1.43% | 0.00 | 7.08M | 0.00 |
ORACLE CORPSOLE | COM | 3.77M | SH | $552.86M 1.41% | 12.43K | 3.76M | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.48M | SH | $528.57M 1.35% | 1.65K | 1.48M | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 2.53M | SH | $506.61M 1.29% | 14.29K | 2.52M | 0.00 |
TEXAS PACIFIC LAND CORPORATISOLE | COM | 1.06M | SH | $465.97M 1.19% | 0.00 | 1.06M | 0.00 |
DANAHER CORP DELSOLE | COM | 2.25M | SH | $429.11M 1.09% | 18.29K | 2.23M | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 841.89K | SH | $422.45M 1.08% | 6.15K | 835.74K | 0.00 |
S&P GLOBAL INCSOLE | COM | 1.03M | SH | $420.98M 1.07% | 10.51K | 1.02M | 0.00 |
HONEYWELL INTL INCSOLE | COM | 1.86M | SH | $416.01M 1.06% | 17.22K | 1.84M | 0.00 |
HONEYWELL AEROSPACE INCSOLE | COM | 1.88M | SH | $414.69M 1.06% | 17.22K | 1.86M | 0.00 |
SYNOPSYS INCSOLE | COM | 859.15K | SH | $383.24M 0.98% | 7.77K | 851.38K | 0.00 |
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