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First Manhattan

First Manhattan Portfolio holdings

AUM $36.1B
1-Year Est. Return 11.5%
This Fund
S&P 500
This Quarter Est. Return
+1.8%
1 Year Est. Return
+11.5%
3 Year Est. Return
+74.65%
5 Year Est. Return
+103.66%
10 Year Est. Return
+354.63%
AUM
$38.1B
AUM Growth
+$224M
Cap. Flow
-$29.6M
Cap. Flow %
-0.08%
Top 10 Hldgs %
55.36%
Holding
766
New
52
Increased
218
Reduced
307
Closed
37

Top Buys

Rank Stock Value
1
BSX icon
Boston Scientific
BSX
+$166M
2
CSL icon
Carlisle Companies
CSL
+$142M
3
CRM icon
Salesforce
CRM
+$109M
4
LB
LandBridge Co
LB
+$77.3M
5
SNPS icon
Synopsys
SNPS
+$46M

Top Sells

Rank Stock Value
1
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$434M
2
TTWO icon
Take-Two Interactive
TTWO
+$54.9M
3
AMAT icon
Applied Materials
AMAT
+$34.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$33.3M
5
NICE icon
Nice
NICE
+$31.8M

Sector Composition

Rank Sector Weight
1 Financials 42.89%
2 Technology 22.5%
3 Consumer Discretionary 7.19%
4 Communication Services 6.82%
5 Healthcare 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BAX icon
451
Baxter International
BAX
$11.6B
$901K ﹤0.01%
47,117
+1,100
+2% +$22K
VMI icon
452
Valmont Industries
VMI
$9.44B
$897K ﹤0.01%
+2,229
New +$907K
FXNC icon
453
First National Corp
FXNC
$269M
$896K ﹤0.01%
35,500
– –
LOAR icon
454
Loar Holdings
LOAR
$6.64B
$891K ﹤0.01%
+13,105
New +$955K
EEM icon
455
iShares MSCI Emerging Markets ETF
EEM
$28B
$891K ﹤0.01%
16,278
-42
-0.3% -$2.28K
SKT icon
456
Tanger
SKT
$4.82B
$890K ﹤0.01%
26,675
– –
VOT icon
457
Vanguard Mid-Cap Growth ETF
VOT
$19B
$868K ﹤0.01%
3,108
+53
+2% +$15.2K
FDX icon
458
FedEx
FDX
$74.5B
$846K ﹤0.01%
2,914
-105
-3% -$27.6K
GDX icon
459
VanEck Gold Miners ETF
GDX
$23B
$836K ﹤0.01%
+9,750
New +$770K
TLH icon
460
iShares 10-20 Year Treasury Bond ETF
TLH
$11B
$822K ﹤0.01%
8,082
-1,596
-16% -$165K
XLP icon
461
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.2B
$820K ﹤0.01%
10,559
-5,611
-35% -$438K
SHEL icon
462
Shell
SHEL
$245B
$809K ﹤0.01%
11,004
+2,672
+32% +$197K
LEN icon
463
Lennar Class A
LEN
$20.4B
$804K ﹤0.01%
7,820
-1,116
-12% -$135K
CET
464
Central Securities Corp
CET
$1.54B
$801K ﹤0.01%
15,799
+728
+5% +$36.8K
XLV icon
465
State Street Health Care Select Sector SPDR ETF
XLV
$42.1B
$799K ﹤0.01%
5,163
-570
-10% -$85.4K
SBFG icon
466
SB Financial Group
SBFG
$160M
$793K ﹤0.01%
35,627
– –
TRGP icon
467
Targa Resources
TRGP
$60.4B
$788K ﹤0.01%
4,272
-1,263
-23% -$213K
VONG icon
468
Vanguard Russell 1000 Growth ETF
VONG
$42.5B
$786K ﹤0.01%
6,456
-120
-2% -$14.6K
LITE icon
469
Lumentum
LITE
$59.4B
$783K ﹤0.01%
2,125
-430
-17% -$110K
PEG icon
470
Public Service Enterprise Group
PEG
$39.8B
$778K ﹤0.01%
9,690
– –
VYMI icon
471
Vanguard International High Dividend Yield ETF
VYMI
$20.2B
$778K ﹤0.01%
8,640
+240
+3% +$20.8K
AEP icon
472
American Electric Power
AEP
$73.7B
$768K ﹤0.01%
6,658
-138
-2% -$16.3K
FLTR icon
473
VanEck IG Floating Rate ETF
FLTR
$2.93B
$756K ﹤0.01%
29,670
– –
KIM icon
474
Kimco Realty
KIM
$17.6B
$756K ﹤0.01%
37,286
-490
-1% -$10.2K
VGIT icon
475
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.6B
$754K ﹤0.01%
12,578
-3,048
-20% -$183K
17 18
19
20 21

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First Manhattan's Q4 2025 Portfolio in Review

As of Q4 2025, First Manhattan held 766 positions worth $38.1B, up 0.59% from $37.9B the previous quarter. Its ten largest holdings account for 55% of the portfolio.

First Manhattan's Q4 2025 filing shows 52 new, 218 increased, 307 reduced and 37 closed positions. Its largest new stake was Carlisle Companies: 438,491 shares worth $140M. The largest sale was Berkshire Hathaway Class A, an estimated $434M.

By sector, the portfolio is most concentrated in Financials at 43% of assets, down from 44% a quarter earlier, followed by Technology and Consumer Discretionary.

  • First Manhattan's largest Q4 2025 buy was Carlisle Companies: 438,491 shares worth $140M.
  • First Manhattan added most to Boston Scientific in Q4 2025, an estimated $166M increase.
  • First Manhattan's biggest Q4 2025 reduction was Berkshire Hathaway Class A, cutting an estimated $434M.
  • First Manhattan fully exited Nice in Q4 2025, selling an estimated $31.8M.
  • First Manhattan's ten largest holdings make up 55% of its $38.1B portfolio in Q4 2025.
  • First Manhattan opened 52 new positions and closed 37 in Q4 2025.
  • First Manhattan's portfolio value rose 0.59% quarter-over-quarter to $38.1B.

Based on First Manhattan's 13F filing for Q4 2025, filed 17 Feb 2026.