FIRST MANHATTAN CO. LLC.

Position in ADT — ADT Inc.

CIK 728083 NEW YORK, NY

Position in ADT

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$7,178,874

-$1,510,296 QoQ

Shares Held

1,092,675

+1.5% QoQ

Ownership

0.138%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 100.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

FIRST MANHATTAN CO. LLC. holds $27,642,122 across 4 Security & Protection Services names. ADT ranks #3 (26.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAER	Bridger Aerospace Group Holdings, Inc.	5,763,555	$11,411,838
2	MSA	MSA Safety Inc	49,275	$8,078,636
3	ADT	ADT Inc. This page	1,092,675	$7,178,874
4	BCO	Brinks Co	9,387	$972,774

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.