FIRST MANHATTAN CO. LLC.

Position in ADT — ADT Inc.

CIK 728083 NEW YORK, NY

Position in ADT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$8,425,787

+$1,246,913 QoQ

Shares Held

1,296,275

+18.6% QoQ

Ownership

0.177%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#59

of 455 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Industrials · as of Jun 30, 2026

FIRST MANHATTAN CO. LLC. holds $29,372,429 across 4 Security & Protection Services names. ADT ranks #3 (28.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAER	Bridger Aerospace Group Holdings, Inc.	6,020,430	$11,559,225
2	MSA	MSA Safety Inc	48,700	$8,502,046
3	ADT	ADT Inc. This page	1,296,275	$8,425,787
4	BCO	Brinks Co	9,370	$885,371

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,425,787	1,296,275	+18.6%	Shares	Sole	2026-08-14
2026-03-31	$7,178,874	1,092,675	+1.5%	Shares	Sole	2026-05-15
2025-12-31	$8,689,170	1,076,725	0.0%	Shares	Sole	2026-02-17
2025-09-30	$9,378,274	1,076,725	0.0%	Shares	Sole	2025-11-14
2025-06-30	$9,119,860	1,076,725	+0.2%	Shares	Sole	2025-08-14
2025-03-31	$8,750,947	1,075,055	+0.1%	Shares	Sole	2025-05-15
2024-12-31	$7,424,484	1,074,455	-1.5%	Shares	Sole	2025-02-14
2024-09-30	$7,883,989	1,090,455	+13.0%	Shares	Sole	2024-11-14
2024-06-30	$7,336,850	965,375	-0.1%	Shares	Sole	2024-08-15
2024-03-31	$6,492,360	966,125	+3.5%	Shares	Sole	2024-05-15
2023-12-31	$6,367,458	933,645	+771507.4%	Shares	Sole	2024-02-13
2020-06-30	$965	121	0.0%	Shares	Sole	2020-08-14
2020-03-31	$522	121	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.