FIRST MANHATTAN CO. LLC.

CIK

728083

City

NEW YORK

State / Country

Stock

SMHI — SEACOR Marine Holdings Inc.

Top Portfolio Positions

600 positions · $23,861,967,337 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
MSFT	Microsoft Corp Technology	4,371,164	$1,618,073,777	6.78%
AAPL	Apple Inc. Technology	5,016,495	$1,273,136,266	5.34%
ASML	Asml Holding NV Technology	754,352	$996,370,752	4.18%
BN	BROOKFIELD Corp /ON/ Financial Services	23,265,685	$941,562,271	3.95%
AZO	Autozone Inc Consumer Cyclical	261,815	$884,353,470	3.71%
KKR	KKR & Co. Inc. Financial Services	9,394,167	$868,960,447	3.64%
BRK-B	Berkshire Hathaway Inc Financial Services	1,803,600	$864,285,120	3.62%
AMZN	Amazon Com Inc Consumer Cyclical	3,255,105	$677,940,718	2.84%
AVGO	Broadcom Inc. Technology	2,183,157	$675,708,923	2.83%
ORCL	Oracle Corp Technology	3,940,029	$579,617,666	2.43%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,295,388	320,585	-15.4%	Shares	Sole	2026-05-15
2025-12-31	$2,280,044	378,745	-5.4%	Shares	Sole	2026-02-17
2025-09-30	$2,599,212	400,495	+1.9%	Shares	Sole	2025-11-14
2025-06-30	$2,004,274	392,995	+10.2%	Shares	Sole	2025-08-14
2025-03-31	$1,803,712	356,465	+1.5%	Shares	Sole	2025-05-15
2024-12-31	$2,304,954	351,365	+40.5%	Shares	Sole	2025-02-14
2024-09-30	$2,413,272	250,080	+47.7%	Shares	Sole	2024-11-14
2024-06-30	$2,283,924	169,305	0.0%	Shares	Sole	2024-08-15
2024-03-31	$2,360,111	169,305	-3.5%	Shares	Sole	2024-05-15
2023-12-31	$2,208,500	175,417	-0.7%	Shares	Sole	2024-02-13
2023-09-30	$2,452,943	176,725	-12.7%	Shares	Sole	2023-11-14
2023-06-30	$2,314,289	202,475	-11.6%	Shares	Sole	2023-08-14
2023-03-31	$1,743,374	229,090	-31.3%	Shares	Sole	2023-05-15
2022-12-31	$3,054,768	333,490	-15.9%	Shares	Sole	2023-02-14
2022-09-30	$2,228,414	396,515	+8.5%	Shares	Sole	2022-11-14
2022-06-30	$2,105,798	365,590	-10.1%	Shares	Sole	2022-08-15
2022-03-31	$3,282,069	406,700	-7.1%	Shares	Sole	2022-05-16
2021-12-31	$1,488,693	437,851	+21.3%	Shares	Sole	2022-02-14
2021-09-30	$1,670,740	360,851	-4.4%	Shares	Sole	2021-11-15
2021-06-30	$1,664,113	377,350	+13.5%	Shares	Sole	2021-08-16
2021-03-31	$1,771,425	332,350	-4.2%	Shares	Sole	2021-05-14
2020-12-31	$939,760	346,775	+66.3%	Shares	Sole	2021-02-16
2020-09-30	$423,255	208,500	+1.4%	Shares	Sole	2020-11-12
2020-06-30	$524,535	205,700	+91.5%	Shares	Sole	2020-08-14
2020-03-31	$470,412	107,400	—	Shares	Sole	2020-05-06
No 13F history on record for this holder in this stock.