FIRST MANHATTAN CO. LLC.

Position in BKNG — Booking Holdings Inc.

CIK 728083 NEW YORK, NY

Position in BKNG

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

Position Value

$194,128,135

+$20,785,051 QoQ

Shares Held

1,089,139

+5.8% QoQ

Ownership

0.145%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#94

of 1,901 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 2% Shared 98% None 0%

Consumer Cyclical · as of Jun 30, 2026

FIRST MANHATTAN CO. LLC. holds $201,989,396 across 3 Travel Services names. BKNG ranks #1 (96.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BKNG	Booking Holdings Inc. This page	1,089,139	$194,128,135
2	RCL	Royal Caribbean Cruises Ltd	19,775	$6,279,155
3	EXPE	Expedia Group, Inc.	6,183	$1,582,106

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$194,128,135	1,089,139	+2545.4%	Shares	Sole	2026-08-14
2026-03-31	$173,343,084	41,171	+6303.0%	Shares	Sole	2026-05-15
2025-12-31	$3,443,477	643	-18.8%	Shares	Sole	2026-02-17
2025-09-30	$4,276,221	792	-9.2%	Shares	Sole	2025-11-14
2025-06-30	$5,048,217	872	-9.4%	Shares	Sole	2025-08-14
2025-03-31	$4,436,454	963	-21.3%	Shares	Sole	2025-05-15
2024-12-31	$6,076,377	1,223	+4.0%	Shares	Sole	2025-02-14
2024-09-30	$4,953,453	1,176	-77.1%	Shares	Sole	2024-11-14
2024-06-30	$20,302,687	5,125	-8.6%	Shares	Sole	2024-08-15
2024-03-31	$20,348,778	5,609	+1.4%	Shares	Sole	2024-05-15
2023-12-31	$19,616,126	5,530	-16.3%	Shares	Sole	2024-02-13
2023-09-30	$20,381,825	6,609	-4.3%	Shares	Sole	2023-11-14
2023-06-30	$18,653,879	6,908	-0.2%	Shares	Sole	2023-08-14
2023-03-31	$18,359,982	6,922	-3.0%	Shares	Sole	2023-05-15
2022-12-31	$14,377,007	7,134	-0.2%	Shares	Sole	2023-02-14
2022-09-30	$11,750,594	7,151	-12.0%	Shares	Sole	2022-11-14
2022-06-30	$14,217,539	8,129	-30.8%	Shares	Sole	2022-08-15
2022-03-31	$27,591,939	11,749	-6.4%	Shares	Sole	2022-05-16
2021-12-31	$30,110,336	12,550	-3.6%	Shares	Sole	2022-02-14
2021-09-30	$30,898,291	13,016	-41.0%	Shares	Sole	2021-11-15
2021-06-30	$48,232,067	22,043	-19.0%	Shares	Sole	2021-08-16
2021-03-31	$63,394,946	27,210	+0.0%	Shares	Sole	2021-05-14
2020-12-31	$60,599,562	27,208	+1.2%	Shares	Sole	2021-02-16
2020-09-30	$45,984,789	26,881	-0.0%	Shares	Sole	2020-11-12
2020-06-30	$42,805,283	26,882	+12461.7%	Shares	Sole	2020-08-14
2020-03-31	$287,898	214	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.