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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
-3.72%
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
$36.1B
AUM Growth
-$2.02B
Cap. Flow
+$281M
Cap. Flow %
0.78%
Top 10 Hldgs %
53.57%
Holding
795
New
66
Increased
169
Reduced
341
Closed
42

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$247M
2
BSX icon
Boston Scientific
BSX
+$242M
3
SPGI icon
S&P Global
SPGI
+$191M
4
BKNG icon
Booking.com
BKNG
+$186M
5
INTC icon
Intel
INTC
+$126M

Top Sells

Rank Stock Value
1
TTWO icon
Take-Two Interactive
TTWO
+$147M
2
AMAT icon
Applied Materials
AMAT
+$128M
3
UNH icon
UnitedHealth
UNH
+$97M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$79.5M
5
CPRT icon
Copart
CPRT
+$67.1M

Sector Composition

Rank Sector Weight
1 Financials 42.12%
2 Technology 21.37%
3 Consumer Discretionary 8.45%
4 Communication Services 5.87%
5 Healthcare 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CG icon
526
Carlyle Group
CG
$16B
$593K ﹤0.01%
12,250
– –
PFXF icon
527
VanEck Preferred Securities ex Financials ETF
PFXF
$2.39B
$591K ﹤0.01%
+33,698
New +$611K
MDT icon
528
Medtronic
MDT
$105B
$589K ﹤0.01%
6,746
+906
+16% +$86.8K
BKU icon
529
Bankunited
BKU
$3.41B
$587K ﹤0.01%
13,000
– –
EBMT icon
530
Eagle Bancorp Montana
EBMT
$182M
$587K ﹤0.01%
28,500
-1,736
-6% -$37K
FCX icon
531
Freeport-McMoran
FCX
$91.3B
$583K ﹤0.01%
9,912
-50
-0.5% -$3.02K
DGRO icon
532
iShares Core Dividend Growth ETF
DGRO
$42.2B
$580K ﹤0.01%
8,259
– –
IPI icon
533
Intrepid Potash
IPI
$463M
$574K ﹤0.01%
+13,425
New +$483K
COHR icon
534
Coherent
COHR
$61.3B
$573K ﹤0.01%
+2,407
New +$551K
TDG icon
535
TransDigm Group
TDG
$67.9B
$571K ﹤0.01%
493
-292
-37% -$383K
CF icon
536
CF Industries
CF
$19.5B
$571K ﹤0.01%
+4,400
New +$449K
PFFD icon
537
Global X US Preferred ETF
PFFD
$2.14B
$570K ﹤0.01%
+30,965
New +$592K
VBK icon
538
Vanguard Small-Cap Growth ETF
VBK
$23.4B
$570K ﹤0.01%
1,885
+32
+2% +$10.1K
PSEP icon
539
Innovator US Equity Power Buffer ETF September
PSEP
$841M
$558K ﹤0.01%
12,963
-1,400
-10% -$61.3K
MTSI icon
540
MACOM Technology Solutions
MTSI
$21.6B
$555K ﹤0.01%
2,500
– –
PFF icon
541
iShares Preferred and Income Securities ETF
PFF
$13.2B
$549K ﹤0.01%
18,095
– –
HSY icon
542
Hershey
HSY
$34.9B
$548K ﹤0.01%
2,635
+221
+9% +$46.6K
ANET icon
543
Arista Networks
ANET
$222B
$547K ﹤0.01%
4,455
+22
+0.5% +$2.94K
AKR icon
544
Acadia Realty Trust
AKR
$2.94B
$546K ﹤0.01%
28,271
– –
IGRO icon
545
iShares International Dividend Growth ETF
IGRO
$1.26B
$545K ﹤0.01%
6,500
– –
IEF icon
546
iShares 7-10 Year Treasury Bond ETF
IEF
$47B
$543K ﹤0.01%
5,688
-11,338
-67% -$1.09M
DFAX icon
547
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.8B
$542K ﹤0.01%
15,952
– –
BP icon
548
BP
BP
$113B
$540K ﹤0.01%
11,481
-628
-5% -$24.6K
DBC icon
549
Invesco DB Commodity Index Tracking Fund
DBC
$1.74B
$538K ﹤0.01%
18,600
– –
PNR icon
550
Pentair
PNR
$10B
$538K ﹤0.01%
6,178
-35
-0.6% -$3.43K
20 21
22
23 24

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First Manhattan's Q1 2026 Portfolio in Review

As of Q1 2026, First Manhattan held 795 positions worth $36.1B, down 5.3% from $38.1B the previous quarter. Its ten largest holdings account for 54% of the portfolio.

First Manhattan's Q1 2026 filing shows 66 new, 169 increased, 341 reduced and 42 closed positions. Its largest new stake was Dollar General: 92,623 shares worth $11M. The largest sale was Take-Two Interactive, an estimated $147M.

By sector, the portfolio is most concentrated in Financials at 42% of assets, down from 43% a quarter earlier, followed by Technology and Consumer Discretionary.

  • First Manhattan's largest Q1 2026 buy was Dollar General: 92,623 shares worth $11M.
  • First Manhattan added most to Amazon in Q1 2026, an estimated $247M increase.
  • First Manhattan's biggest Q1 2026 reduction was Take-Two Interactive, cutting an estimated $147M.
  • First Manhattan fully exited Kyndryl in Q1 2026, selling an estimated $13.2M.
  • First Manhattan's ten largest holdings make up 54% of its $36.1B portfolio in Q1 2026.
  • First Manhattan opened 66 new positions and closed 42 in Q1 2026.
  • First Manhattan's portfolio value fell 5.3% quarter-over-quarter to $36.1B.

Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.