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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
(+0.59%)
Cap. Flow
-$29.6M
Cap. Flow
% of AUM
-0.08%
Top 10 Holdings %
Top 10 Hldgs %
55.36%
Holding
766
New
52
Increased
218
Reduced
307
Closed
37
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Boston Scientific
BSX
|
+$166M |
| 2 |
Carlisle Companies
CSL
|
+$142M |
| 3 |
Salesforce
CRM
|
+$109M |
| 4 |
LB
LandBridge Co
LB
|
+$77.3M |
| 5 |
Synopsys
SNPS
|
+$46M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$434M |
| 2 |
Take-Two Interactive
TTWO
|
+$54.9M |
| 3 |
Applied Materials
AMAT
|
+$34.5M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$33.3M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
501
AstraZeneca
AZN
$263B
| $654K | ﹤0.01% |
3,556
+6
| +0.2% | +$1.05K |
|
502
General Dynamics
GD
$105B
| $649K | ﹤0.01% |
1,928
+62
| +3% | +$21.1K |
|
503
Pentair
PNR
$10.2B
| $647K | ﹤0.01% |
6,213
+575
| +10% | +$61.4K |
|
504
Cognex
CGNX
$10.3B
| $645K | ﹤0.01% |
17,940
+1,800
| +11% | +$72.9K |
|
505
Eversource Energy
ES
$28.2B
| $633K | ﹤0.01% |
9,396
+14
| +0.1% | +$983 |
|
506
Trane Technologies
TT
$106B
| $629K | ﹤0.01% |
1,615
+349
| +28% | +$144K |
|
507
Innovator US Equity Power Buffer ETF September
PSEP
$842M
| $628K | ﹤0.01% |
+14,363
| New | +$621K |
|
508
Norfolk Southern
NSC
$78.8B
| $626K | ﹤0.01% |
2,169
-325
| -13% | -$94K |
|
509
BWX Technologies
BWXT
$16B
| $625K | ﹤0.01% |
3,615
+15
| +0.4% | +$2.81K |
|
510
Global X Variable Rate Preferred ETF
PFFV
$304M
| $624K | ﹤0.01% |
28,086
| – | – |
|
511
Pure Cycle
PCYO
$257M
| $623K | ﹤0.01% |
56,725
-2,000
| -3% | -$22.4K |
|
|
SPE
512
Special Opportunities Fund
SPE
$140M
| $620K | ﹤0.01% |
40,010
+7,025
| +21% | +$103K |
|
513
OFG Bancorp
OFG
$2.21B
| $619K | ﹤0.01% |
15,000
| – | – |
|
514
Schwab US Large- Cap ETF
SCHX
$70.9B
| $619K | ﹤0.01% |
22,986
-1,248
| -5% | -$33.3K |
|
515
iShares Morningstar Mid-Cap Value ETF
IMCV
$1.13B
| $612K | ﹤0.01% |
7,438
| – | – |
|
|
OLP
516
One Liberty Properties
OLP
$548M
| $610K | ﹤0.01% |
29,389
| – | – |
|
517
Asbury Automotive
ABG
$4.19B
| $609K | ﹤0.01% |
+2,619
| New | +$619K |
|
518
AeroVironment
AVAV
$7.57B
| $605K | ﹤0.01% |
2,500
| – | – |
|
519
Eagle Bancorp Montana
EBMT
$186M
| $602K | ﹤0.01% |
30,236
| – | – |
|
520
Steris
STE
$20.9B
| $602K | ﹤0.01% |
2,373
| – | – |
|
521
Hilltop Holdings
HTH
$2.29B
| $594K | ﹤0.01% |
17,500
| – | – |
|
522
W.W. Grainger
GWW
$65.3B
| $588K | ﹤0.01% |
583
+43
| +8% | +$41.7K |
|
523
Acadia Realty Trust
AKR
$2.99B
| $586K | ﹤0.01% |
28,271
| – | – |
|
524
Arista Networks
ANET
$219B
| $581K | ﹤0.01% |
4,433
+2,749
| +163% | +$378K |
|
525
Bio-Rad Laboratories Class A
BIO
$8.42B
| $580K | ﹤0.01% |
1,915
-200
| -9% | -$62.4K |
|
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SAM
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.