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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
+6.94%
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
$37.9B
AUM Growth
+$2.45B
(+6.9%)
Cap. Flow
+$359M
Cap. Flow
% of AUM
0.95%
Top 10 Holdings %
Top 10 Hldgs %
57.75%
Holding
743
New
45
Increased
209
Reduced
290
Closed
29
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Synopsys
SNPS
|
+$357M |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
+$233M |
| 3 |
Kinsale Capital Group
KNSL
|
+$142M |
| 4 |
LB
LandBridge Co
LB
|
+$133M |
| 5 |
Salesforce
CRM
|
+$88.9M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
ANSS
Ansys
ANSS
|
+$225M |
| 2 |
Applied Materials
AMAT
|
+$141M |
| 3 |
Oracle
ORCL
|
+$98.3M |
| 4 |
Thermo Fisher Scientific
TMO
|
+$84.5M |
| 5 |
Nice
NICE
|
+$60.5M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 43.92% |
| 2 | Technology | 22.77% |
| 3 | Consumer Discretionary | 7.76% |
| 4 | Communication Services | 6.1% |
| 5 | Healthcare | 5.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
601
Bank Of The James
BOTJ
$123M
| $348K | ﹤0.01% |
22,311
| – | – |
|
602
Nathan's Famous
NATH
$404M
| $346K | ﹤0.01% |
3,120
| – | – |
|
|
AMTM
603
Amentum Holdings
AMTM
$5.55B
| $340K | ﹤0.01% |
14,200
-1,235
| -8% | -$30.1K |
|
604
Webster Financial
WBS
$12.3B
| $340K | ﹤0.01% |
5,718
| – | – |
|
605
Republic Services
RSG
$66.7B
| $333K | ﹤0.01% |
+1,452
| New | +$341K |
|
606
Moog Inc Class A
MOG.A
$13B
| $327K | ﹤0.01% |
+1,575
| New | +$304K |
|
607
Lucid Diagnostics
LUCD
$175M
| $327K | ﹤0.01% |
323,450
| – | – |
|
608
A.O. Smith
AOS
$8.36B
| $326K | ﹤0.01% |
4,446
+1,200
| +37% | +$85.6K |
|
609
Lake Shore Bancorp
LSBK
$134M
| $326K | ﹤0.01% |
25,075
+6,568
| +35% | +$88.1K |
|
610
Invesco Dividend Achievers ETF
PFM
$788M
| $325K | ﹤0.01% |
6,400
| – | – |
|
611
Southwest Gas
SWX
$6.75B
| $321K | ﹤0.01% |
4,100
| – | – |
|
612
International Paper
IP
$22B
| $318K | ﹤0.01% |
6,850
| – | – |
|
613
Vanguard ESG US Stock ETF
ESGV
$12.9B
| $317K | ﹤0.01% |
2,680
+40
| +2% | +$4.55K |
|
614
State Street
STT
$50.7B
| $317K | ﹤0.01% |
2,729
| – | – |
|
615
L3Harris
LHX
$56.1B
| $315K | ﹤0.01% |
1,030
| – | – |
|
616
Truist Financial
TFC
$63.1B
| $314K | ﹤0.01% |
+6,874
| New | +$310K |
|
617
MACOM Technology Solutions
MTSI
$20.4B
| $311K | ﹤0.01% |
2,500
| – | – |
|
618
Albemarle
ALB
$13.6B
| $310K | ﹤0.01% |
+3,805
| New | +$293K |
|
619
Omnicom Group
OMC
$22.8B
| $310K | ﹤0.01% |
3,765
| – | – |
|
620
PAVmed
PAVM
$34.4M
| $308K | ﹤0.01% |
23,803
| – | – |
|
621
Solventum
SOLV
$13.5B
| $307K | ﹤0.01% |
4,211
-452
| -10% | -$33.1K |
|
622
Vitesse Energy
VTS
$659M
| $307K | ﹤0.01% |
13,230
-576
| -4% | -$14.2K |
|
623
Realty Income
O
$61B
| $307K | ﹤0.01% |
5,046
+537
| +12% | +$31.3K |
|
624
iShares ESG Optimized MSCI USA ETF
SUSA
$3.98B
| $304K | ﹤0.01% |
2,238
| – | – |
|
625
Paycom
PAYC
$6.79B
| $300K | ﹤0.01% |
1,440
+280
| +24% | +$63.1K |
|
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SAM
First Manhattan's Q3 2025 Portfolio in Review
As of Q3 2025, First Manhattan held 743 positions worth $37.9B, up 6.9% from $35.4B the previous quarter. Its ten largest holdings account for 58% of the portfolio.
First Manhattan's Q3 2025 filing shows 45 new, 209 increased, 290 reduced and 29 closed positions. Its largest new stake was WaterBridge Infrastructure LLC: 800,000 shares worth $20.2M. The largest sale was Ansys, an estimated $225M.
By sector, the portfolio is most concentrated in Financials at 44% of assets, down from 45% a quarter earlier, followed by Technology and Consumer Discretionary.
- First Manhattan's largest Q3 2025 buy was WaterBridge Infrastructure LLC: 800,000 shares worth $20.2M.
- First Manhattan added most to Synopsys in Q3 2025, an estimated $357M increase.
- First Manhattan's biggest Q3 2025 reduction was Applied Materials, cutting an estimated $141M.
- First Manhattan fully exited Ansys in Q3 2025, selling an estimated $225M.
- First Manhattan's ten largest holdings make up 58% of its $37.9B portfolio in Q3 2025.
- First Manhattan opened 45 new positions and closed 29 in Q3 2025.
- First Manhattan's portfolio value rose 6.9% quarter-over-quarter to $37.9B.
Based on First Manhattan's 13F filing for Q3 2025, filed 14 Nov 2025.