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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
WBS icon
601
Webster Financial
WBS
$12.2B
$397K ﹤0.01%
5,718
– –
RF icon
602
Regions Financial
RF
$26.2B
$395K ﹤0.01%
14,958
-1,466
-9% -$40.9K
DFAT icon
603
Dimensional US Targeted Value ETF
DFAT
$14.3B
$392K ﹤0.01%
6,281
– –
CRWS icon
604
Crown Crafts
CRWS
$32M
$391K ﹤0.01%
147,401
– –
O icon
605
Realty Income
O
$60.4B
$388K ﹤0.01%
6,320
+1,941
+44% +$122K
CRWV
606
CoreWeave
CRWV
$44.2B
$387K ﹤0.01%
+5,000
New +$434K
DNOW icon
607
DNOW Inc
DNOW
$2.63B
$387K ﹤0.01%
+32,463
New +$439K
BBT
608
Beacon Financial Corp
BBT
$2.51B
$386K ﹤0.01%
12,862
-3,811
-23% -$111K
CDNS icon
609
Cadence Design Systems
CDNS
$91.1B
$385K ﹤0.01%
1,384
-54
-4% -$16.1K
SCHM icon
610
Schwab US Mid-Cap ETF
SCHM
$14.7B
$384K ﹤0.01%
+12,409
New +$395K
TYL icon
611
Tyler Technologies
TYL
$11.9B
$381K ﹤0.01%
1,114
+165
+17% +$61.4K
DIA icon
612
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.6B
$381K ﹤0.01%
821
– –
HII icon
613
Huntington Ingalls Industries
HII
$11.3B
$381K ﹤0.01%
+1,003
New +$413K
LSBK icon
614
Lake Shore Bancorp
LSBK
$134M
$381K ﹤0.01%
25,075
– –
PKW icon
615
Invesco BuyBack Achievers ETF
PKW
$1.68B
$381K ﹤0.01%
2,900
– –
VOOG icon
616
Vanguard S&P 500 Growth ETF
VOOG
$25.5B
$380K ﹤0.01%
+5,592
New +$404K
CTO
617
CTO Realty Growth
CTO
$737M
$373K ﹤0.01%
20,200
– –
TFPM icon
618
Triple Flag Precious Metals
TFPM
$5.93B
$373K ﹤0.01%
+10,750
New +$389K
LUCD icon
619
Lucid Diagnostics
LUCD
$180M
$372K ﹤0.01%
323,450
– –
IDXX icon
620
Idexx Laboratories
IDXX
$42.5B
$371K ﹤0.01%
661
-1,510
-70% -$968K
AVB icon
621
AvalonBay Communities
AVB
$27.3B
$369K ﹤0.01%
+2,234
New +$390K
AUB icon
622
Atlantic Union Bankshares
AUB
$5.98B
$369K ﹤0.01%
10,320
– –
AMTM
623
Amentum Holdings
AMTM
$5.38B
$368K ﹤0.01%
14,117
– –
SWX icon
624
Southwest Gas
SWX
$6.73B
$356K ﹤0.01%
4,100
– –
RUM icon
625
RUM Group Inc
RUM
$1.65B
$356K ﹤0.01%
69,797
– –
23 24
25
26 27

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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.