FIRST MANHATTAN CO. LLC.
Top Portfolio Positions
597 positions ·
$22,984,860,338 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
4,371,164 | $1,618,073,777 | 7.04% |
| AAPL |
Apple Inc.
Technology
|
5,016,495 | $1,273,136,266 | 5.54% |
| ASML |
Asml Holding NV
Technology
|
754,352 | $996,370,752 | 4.33% |
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
23,265,685 | $941,562,271 | 4.10% |
| AZO |
Autozone Inc
Consumer Cyclical
|
261,815 | $884,353,470 | 3.85% |
| KKR |
KKR & Co. Inc.
Financial Services
|
9,394,167 | $868,960,447 | 3.78% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
3,255,105 | $677,940,718 | 2.95% |
| AVGO |
Broadcom Inc.
Technology
|
2,183,157 | $675,708,923 | 2.94% |
| ORCL |
Oracle Corp
Technology
|
3,940,029 | $579,617,666 | 2.52% |
| AMAT |
Applied Materials Inc /De
Technology
|
1,505,425 | $514,539,210 | 2.24% |
Portfolio Trend
Holdings in ORLY
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $209,359,356 | 2,268,003 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $208,379,734 | 2,284,615 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $247,205,526 | 2,292,974 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $210,411,008 | 2,334,528 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $16,746,090 | 175,342 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $15,019,573 | 189,993 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $14,945,995 | 194,677 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $14,410,149 | 204,678 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $15,232,962 | 202,408 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $13,339,066 | 210,599 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $12,962,774 | 213,940 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $14,392,429 | 225,988 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $12,901,673 | 227,950 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $13,247,114 | 235,426 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $11,666,513 | 248,806 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,676,946 | 253,505 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $11,452,668 | 250,803 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $11,756,092 | 249,694 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $10,092,177 | 247,738 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $9,217,550 | 244,191 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $8,318,164 | 245,978 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $6,545,573 | 216,947 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,993,940 | 129,932 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,825,126 | 64,925 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,306,095 | 65,077 | Shares | Sole | 2020-05-06 | |
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