FIRST MANHATTAN CO. LLC.

13F filer, CIK 728083, NEW YORK, NY

FIRST MANHATTAN CO. LLC. reported $34,094,579,797 across 680 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-14. Its ten largest share positions make up 59.17% of the portfolio.

Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0000728083-25-000003

Period: 2024-12-31
Reported value: $34.1B
Holdings: 680
Top 10 weight: 59.17%
New: 45
Sold out: 47

Largest buys vs the previous quarter

Security	Shares change	Approx. value
ASMLadded	+163,945	$115M
BRK-Aadded	+112	$76.3M
UNPadded	+242,229	$56.1M
NVDAadded	+345,528	$46.5M
AMATadded	+252,173	$41.2M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
MKLreduced	-42,566	-$73.5M
ASPEN TECHNOLOGY INCreduced	-219,891	-$55.6M
KKRreduced	-299,884	-$44.6M
AAPLreduced	-142,798	-$35.8M
NSRGYreduced	-395,826	-$32.3M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0000728083-25-000003, largest first. % of portfolio is the value over $34,094,579,797, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
AUBATLANTIC UN BANKSHARES CORP	13,200	$500K	<0.01%	-1,800	Timeline
BKUBANKUNITED INC	13,000	$496K	<0.01%	0	Timeline
EFXEQUIFAX INC	1,927	$491K	<0.01%	0	Timeline
COHRCOHERENT CORP	5,150	$488K	<0.01%	0	Timeline
STESTERIS PLC	2,370	$487K	<0.01%	0	Timeline
LHLABCORP HOLDINGS INC	2,090	$479K	<0.01%	0	Timeline
UBERUBER TECHNOLOGIES INC	7,864	$474K	<0.01%	-2,657	Timeline
BEEPMOBILE INFRASTRUCTURE CORP	105,342	$474K	<0.01%	+25,291	Timeline
RFREGIONS FINANCIAL CORP NEW	19,925	$474K	<0.01%	-1,500	Timeline
TTTRANE TECHNOLOGIES PLC	1,277	$472K	<0.01%	-7	Timeline
TRSTTRUSTCO BK CORP N Y	14,005	$471K	<0.01%	+256	Timeline
BSVVANGUARD BD INDEX FDS	6,089	$470K	<0.01%	+466	Timeline
RXLPROSHARES TR	10,644	$468K	<0.01%	+5,322	Timeline
AMEAMETEK INC	2,594	$468K	<0.01%	0	Timeline
EBMTEAGLE BANCORP MONT INC	30,236	$464K	<0.01%	0	Timeline
BROBROWN & BROWN INC	4,541	$463K	<0.01%	new	Timeline
ROOKLINE BANCORP INC DELROOKLINE BANCORP INC DEL	38,675	$456K	<0.01%	0
MANMANPOWERGROUP INC WIS	7,876	$455K	<0.01%	-1,472	Timeline
RGAREINSURANCE GROUP AMER INC	2,123	$454K	<0.01%	-350	Timeline
FELEFRANKLIN ELEC INC	4,625	$451K	<0.01%	0	Timeline
NECBNORTHEAST CMNTY BANCORP INC	18,313	$448K	<0.01%	0	Timeline
SPESPECIAL OPPORTUNITIES FD INC	30,500	$446K	<0.01%	0	Timeline
IGROISHARES TR	6,500	$442K	<0.01%	0	Timeline
EOLSEVOLUS INC	40,000	$442K	<0.01%	0	Timeline
NATHNATHANS FAMOUS INC	5,600	$440K	<0.01%	0	Timeline
PAVMED INCPAVMED INC	700,000	$439K	<0.01%	+100,000
PRUPRUDENTIAL FINL INC	3,704	$439K	<0.01%	+1,379	Timeline
IEMGISHARES INC	8,383	$438K	<0.01%	+1,925	Timeline
CGCPCAPITAL GRP FIXED INCM ETF T	19,709	$438K	<0.01%	new	Timeline
VGITVANGUARD SCOTTSDALE FDS	7,533	$437K	<0.01%	+1,268	Timeline
AZZAZZ INC	5,300	$434K	<0.01%	0	Timeline
MDTMEDTRONIC PLC	5,364	$432K	<0.01%	-63	Timeline
BWXTBWX TECHNOLOGIES INC	3,800	$423K	<0.01%	+60	Timeline
AZNASTRAZENECA PLC-SPONS ADR	6,385	$418K	<0.01%	-40	Timeline
FCXFREEPORT MCMORAN INC	10,934	$416K	<0.01%	0	Timeline
ROLROLLINS INC	8,959	$415K	<0.01%	0	Timeline
SUMMIT MATERIALS INC CLASS ASUMMIT MATERIALS INC CLASS A	8,200	$415K	<0.01%	0
GEHCGE HEALTHCARE TECHNOLOGIES I	5,305	$415K	<0.01%	-109	Timeline
VDCVANGUARD WORLD FD	1,954	$413K	<0.01%	+7	Timeline
PWRQUANTA SVCS INC	1,305	$412K	<0.01%	+83	Timeline
DBCINVESCO DB COMMDY INDX TRCK	19,200	$410K	<0.01%	0	Timeline
VPUVANGUARD WORLD FD	2,504	$409K	<0.01%	0	Timeline
MGYRMAGYAR BANCORP INC	28,015	$409K	<0.01%	0	Timeline
ILCVISHARES TR	5,000	$405K	<0.01%	0	Timeline
SOLVSOLVENTUM CORP	6,118	$404K	<0.01%	-592	Timeline
MCKMCKESSON CORP	707	$403K	<0.01%	0	Timeline
DFAXDIMENSIONAL ETF TRUST	15,952	$397K	<0.01%	0	Timeline
IWBISHARES TR	1,224	$394K	<0.01%	0	Timeline
IGSBISHARES TR	7,502	$388K	<0.01%	+460	Timeline
ALAIR LEASE CORP	8,000	$387K	<0.01%	0	Timeline
LNTHLANTHEUS HLDGS INC	4,324	$387K	<0.01%	0	Timeline
AVAVAEROVIRONMENT INC	2,512	$387K	<0.01%	0	Timeline
CLEARSIDE BIOMEDICAL INCCLEARSIDE BIOMEDICAL INC	405,668	$385K	<0.01%	-260,474
XLUSELECT SECTOR SPDR TR	5,064	$383K	<0.01%	new	Timeline
ARWARROW ELECTRS INC	3,375	$382K	<0.01%	0	Timeline
SSENTINELONE INC	16,985	$377K	<0.01%	0	Timeline
UVSPUNIVEST FINANCIAL CORPORATIO	12,762	$377K	<0.01%	0	Timeline
FPHFIVE POINT HOLDINGS LLC	99,150	$375K	<0.01%	0	Timeline
IDXXIDEXX LABS INC	905	$374K	<0.01%	-10	Timeline
VXFVANGUARD INDEX FDS	1,967	$374K	<0.01%	new	Timeline
IWRISHARES TR	4,189	$370K	<0.01%	+704	Timeline
AMTMAMENTUM HOLDINGS INC	17,602	$370K	<0.01%	new	Timeline
SCHFSCHWAB STRATEGIC TR	19,936	$369K	<0.01%	+7,818	Timeline
IPINTERNATIONAL PAPER CO	6,850	$369K	<0.01%	0	Timeline
HESMHESS MIDSTREAM LP	9,860	$365K	<0.01%	-200	Timeline
SNPSSYNOPSYS INC	751	$365K	<0.01%	-4	Timeline
UNIVERSAL STAINLESS & ALLOYUNIVERSAL STAINLESS & ALLOY	8,250	$363K	<0.01%	-450
ARKRARK RESTAURANTS CORP	32,957	$363K	<0.01%	-11,405	Timeline
TELTE CONNECTIVITY PLC	2,526	$361K	<0.01%	-48	Timeline
CSGPCOSTAR GROUP INC	5,000	$358K	<0.01%	0	Timeline
CPNGCOUPANG INC	16,200	$356K	<0.01%	0	Timeline
BOTJBANK OF THE JAMES FINL GP IN	22,311	$354K	<0.01%	0	Timeline
BNDVANGUARD BD INDEX FDS	4,921	$354K	<0.01%	+1,573	Timeline
SANDY SPRING BANCORP INCSANDY SPRING BANCORP INC	10,347	$349K	<0.01%	0
AVBAVALONBAY CMNTYS INC	1,569	$348K	<0.01%	+38	Timeline
RYNRAYONIER INC	10,395	$346K	<0.01%	+2,306	Timeline
DHID R HORTON INC	2,468	$345K	<0.01%	0	Timeline
XBISPDR SERIES TRUST	3,810	$343K	<0.01%	+10	Timeline
OGNORGANON & CO	22,987	$343K	<0.01%	-488	Timeline
DIASTATE STR SPDR DOW JONES IND	800	$341K	<0.01%	0	Timeline
PAYCPAYCOM SOFTWARE INC	1,660	$340K	<0.01%	0	Timeline
GTLSCHART INDS INC	1,779	$340K	<0.01%	+54	Timeline
PKWINVESCO EXCHANGE TRADED FD T	2,900	$334K	<0.01%	0	Timeline
CMPCOMPASS MINERALS INTL INC	29,500	$332K	<0.01%	0	Timeline
RHRH	830	$327K	<0.01%	0	Timeline
MTSIMACOM TECH SOLUTIONS HLDGS I	2,500	$325K	<0.01%	0	Timeline
IWMISHARES TR	1,464	$323K	<0.01%	-395	Timeline
IBBISHARES TR	2,444	$323K	<0.01%	new	Timeline
PAYXPAYCHEX INC	2,277	$319K	<0.01%	0	Timeline
MCHPMICROCHIP TECHNOLOGY INC.	5,549	$318K	<0.01%	+1,059	Timeline
WBSWEBSTER FINL CORP	5,718	$316K	<0.01%	-3,085	Timeline
TGTTARGET CORP	2,296	$310K	<0.01%	+600	Timeline
GSKGSK PLC	9,047	$309K	<0.01%	0	Timeline
CDNSCADENCE DESIGN SYSTEM INC	1,025	$308K	<0.01%	0	Timeline
EXCEXELON CORP	8,180	$308K	<0.01%	-224	Timeline
CHDCHURCH & DWIGHT CO INC	2,875	$301K	<0.01%	-651	Timeline
COOCOOPER COS INC	3,260	$300K	<0.01%	0	Timeline
CTOCTO RLTY GROWTH INC NEW	15,200	$300K	<0.01%	0	Timeline
PFMINVESCO EXCHANGE TRADED FD T	6,400	$294K	<0.01%	0	Timeline
SWXSOUTHWEST GAS HLDGS INC	4,100	$290K	<0.01%	0	Timeline
XPOXPO INC	2,208	$290K	<0.01%	+102	Timeline
CACCAMDEN NATL CORP	6,750	$288K	<0.01%	0	Timeline
FSBWFS BANCORP INC	7,000	$287K	<0.01%	0	Timeline
GAMGENERAL AMERN INVS CO INC	5,581	$285K	<0.01%	+434	Timeline
POSTPOST HLDGS INC	2,448	$280K	<0.01%	0	Timeline
ANETARISTA NETWORKS INC	2,524	$279K	<0.01%	new	Timeline
LHXL3HARRIS TECHNOLOGIES INC	1,284	$270K	<0.01%	0	Timeline
NUENUCOR CORP	2,290	$269K	<0.01%	0	Timeline
XOPSPDR SERIES TRUST	1,977	$262K	<0.01%	new	Timeline
FWONALIBERTY MEDIA CORP DEL	3,107	$261K	<0.01%	-3	Timeline
ONONON HLDG AG	4,700	$257K	<0.01%	0	Timeline
EWEDWARDS LIFESCIENCES CORP	3,465	$257K	<0.01%	0	Timeline
PAVEGLOBAL X FDS	6,300	$255K	<0.01%	-2,600	Timeline
YUMCYUM CHINA HLDGS INC	5,289	$255K	<0.01%	+29	Timeline
LAKE SHORE BANCORP INCLAKE SHORE BANCORP INC	18,507	$254K	<0.01%	0
TXTTEXTRON INC	3,300	$252K	<0.01%	-59	Timeline
SNOWSNOWFLAKE INC	1,622	$250K	<0.01%	-548	Timeline
FTNTFORTINET INC	2,644	$250K	<0.01%	0	Timeline
CCEPCOCA-COLA EUROPACIFIC PARTNE	3,248	$249K	<0.01%	0	Timeline
TRCTEJON RANCH CO	15,600	$248K	<0.01%	0	Timeline
KMIKINDER MORGAN INC DEL	9,050	$248K	<0.01%	new	Timeline
BRBROADRIDGE FINL SOLUTIONS IN	1,083	$246K	<0.01%	0	Timeline
AOSSMITH A O CORP	3,592	$245K	<0.01%	-758	Timeline
METMETLIFE INC	2,987	$245K	<0.01%	+561	Timeline
INNOVID CORPINNOVID CORP	78,367	$242K	<0.01%	0
VRPINVESCO EXCH TRADED FD TR II	10,000	$242K	<0.01%	0	Timeline
DRIDARDEN RESTAURANTS INC	1,279	$239K	<0.01%	-50	Timeline
AFLAFLAC INC	2,308	$239K	<0.01%	0	Timeline
ATRAPTARGROUP INC	1,512	$238K	<0.01%	0	Timeline
EVLVEVOLV TECHNOLOGIES HLDNGS IN	59,534	$235K	<0.01%	0	Timeline
NEXTNEXTDECADE CORP	29,550	$228K	<0.01%	0	Timeline
AVYAVERY DENNISON CORP	1,216	$228K	<0.01%	0	Timeline
VOOGVANGUARD ADMIRAL FDS INC	617	$226K	<0.01%	+14	Timeline
DFASDIMENSIONAL ETF TRUST	3,469	$226K	<0.01%	0	Timeline
THOTHOR INDS INC	2,350	$225K	<0.01%	0	Timeline
EXREXTRA SPACE STORAGE INC	1,503	$225K	<0.01%	+46	Timeline
GLWCORNING INC	4,728	$225K	<0.01%	-172	Timeline
OREALTY INCOME CORP	4,156	$222K	<0.01%	-350	Timeline
UEURBAN EDGE PPTYS	10,317	$222K	<0.01%	0	Timeline
SUBISHARES TR	2,084	$220K	<0.01%	-616	Timeline
RHIROBERT HALF INC.	3,098	$218K	<0.01%	-775	Timeline
SOSOUTHERN CO	2,649	$218K	<0.01%	+79	Timeline
URIUNITED RENTALS INC	309	$218K	<0.01%	-2	Timeline
DPZDOMINOS PIZZA INC	515	$216K	<0.01%	-138	Timeline
CCICROWN CASTLE INC	2,375	$216K	<0.01%	-100	Timeline
DGRWWISDOMTREE TR	2,662	$216K	<0.01%	new	Timeline
FLOTISHARES TR	4,220	$215K	<0.01%	-175	Timeline
DGXQUEST DIAGNOSTICS INC	1,412	$213K	<0.01%	0	Timeline
PLTRPALANTIR TECHNOLOGIES INC	2,750	$208K	<0.01%	new	Timeline
QXOQXO INC	13,075	$208K	<0.01%	0	Timeline
IFFINTERNATIONAL FLAVORS&FRAGRA	2,398	$204K	<0.01%	-96	Timeline
MUSAMURPHY USA INC	400	$201K	<0.01%	new	Timeline
STTSTATE STR CORP	2,041	$200K	<0.01%	new	Timeline
TGBTASEKO MINES LTD	100,000	$194K	<0.01%	0	Timeline
NOVNOV INC	12,995	$190K	<0.01%	-786	Timeline
KWKENNEDY-WILSON HOLDINGS INC	18,500	$187K	<0.01%	0	Timeline
USCBUSCB FINANCIAL HOLDINGS INC	10,000	$178K	<0.01%	0	Timeline
NESTLE SANESTLE SA	2,107	$174K	<0.01%	-44
ALDXALDEYRA THERAPEUTICS INC	34,745	$173K	<0.01%	0	Timeline
SBRASABRA HEALTH CARE REIT INC	10,000	$173K	<0.01%	0	Timeline
UGUNITED GUARDIAN INC	17,062	$163K	<0.01%	0	Timeline
MATVMATIV HOLDINGS INC	14,506	$158K	<0.01%	-500	Timeline
TKTEEKAY CORPORATION LTD	22,686	$157K	<0.01%	new	Timeline
ROIVROIVANT SCIENCES LTD	12,100	$143K	<0.01%	+200	Timeline
WNEBWESTERN NEW ENG BANCORP INC	15,518	$143K	<0.01%	0	Timeline
EEXEMERALD HOLDING INC	25,338	$122K	<0.01%	+3,575	Timeline
VLNVALENS SEMICONDUCTOR LTD	43,458	$113K	<0.01%	0	Timeline
KLTRKALTURA INC	50,000	$110K	<0.01%	0	Timeline
CERSCERUS CORP	57,000	$87.8K	<0.01%	0	Timeline
OPKOPKO HEALTH INC	51,750	$76.1K	<0.01%	0	Timeline
IMRXIMMUNEERING CORP	32,325	$71.1K	<0.01%	new	Timeline
EGYVAALCO ENERGY INC	11,337	$49.5K	<0.01%	new	Timeline
TSHATAYSHA GENE THERAPIES INC	28,500	$49.3K	<0.01%	new	Timeline
ABUSARBUTUS BIOPHARMA CORP	14,000	$45.8K	<0.01%	0	Timeline
MOGO INCMOGO INC	26,400	$34.3K	<0.01%	0
OVIDOVID THERAPEUTICS INC	26,000	$24.3K	<0.01%	0	Timeline
GROVGROVE COLLABORATIVE HOLD INC	11,662	$16.2K	<0.01%	0	Timeline
OATLY GROUP ABOATLY GROUP AB	20,000	$13.3K	<0.01%	0
LUCDLUCID DIAGNOSTICS INC	12,600	$10.3K	<0.01%	0	Timeline
PNSTQPINSTRIPES HOLDINGS, INC CL A	10,171	$4.02K	<0.01%	0	Timeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
WELLS FARGO & COWELLS FARGO & CO	7,260	$9.31M	shares
EPDENTERPRISE PRODS PARTNERS L	314,089	$9.14M	shares
BROOKFIELD RENEWABLE CORPBROOKFIELD RENEWABLE CORP	108,818	$3.55M	shares
BROOKFIELD INFRASTRUCT FCLA…BROOKFIELD INFRASTRUCT FCLASS …	70,210	$3.05M	shares
QIAGEN NVQIAGEN NV	58,491	$2.64M	shares
RDDTREDDIT INC	37,085	$2.44M	shares
XIFRXPLR INFRASTRUCTURE LP	87,300	$2.41M	shares
NUNU HLDGS LTD	142,500	$1.95M	shares
BLACKROCK INCBLACKROCK INC	1,423	$1.35M	shares
ETENERGY TRANSFER L P	61,207	$982K	shares
SWKSTANLEY BLACK & DECKER INC	7,945	$875K	shares
FYBRFRONTIER COMMUNICATIONS PARE	20,000	$711K	shares
LAM RESEARCH CORPLAM RESEARCH CORP	804	$658K	shares
SEGSEAPORT ENTMT GROUP INC	19,655	$539K	shares
ALCOALICO INC	18,350	$514K	shares
ARCCARES CAPITAL CORP	23,691	$496K	shares
VEEVVEEVA SYS INC	2,300	$483K	shares
GENERATIONS BANCORP NY INCGENERATIONS BANCORP NY INC	30,064	$474K	shares
DMLPDORCHESTER MINERALS L P	15,704	$473K	shares
DFEMDIMENSIONAL ETF TRUST	15,625	$440K	shares
VTSVITESSE ENERGY INC	15,870	$381K	shares
OECORION S.A.	21,000	$374K	shares
BABAALIBABA GROUP HLDG LTD	3,353	$356K	shares
MARATHON OIL CORPMARATHON OIL CORP	12,214	$325K	shares
DFHDREAM FINDERS HOMES INC	7,600	$275K	shares
MOOVANECK ETF TRUST	3,573	$270K	shares
ISHARESISHARES	10,700	$270K	shares
HUNHUNTSMAN CORP	10,750	$260K	shares
NWLNEWELL BRANDS INC	33,429	$257K	shares
REGNREGENERON PHARMACEUTICALS	244	$257K	shares
XRAYDENTSPLY SIRONA INC	8,791	$239K	shares
ILMNILLUMINA INC	1,802	$235K	shares
WDFCWD 40 CO	900	$232K	shares
HASHASBRO INC	3,201	$231K	shares
EDCONSOLIDATED EDISON INC	2,210	$230K	shares
SNXTD SYNNEX CORPORATION	1,800	$216K	shares
TTEKTETRA TECH INC NEW	4,570	$216K	shares
LDOSLEIDOS HOLDINGS INC	1,242	$202K	shares
SSDSIMPSON MFG INC	1,050	$201K	shares
BHKBLACKROCK CORE BD TR	12,500	$150K	shares
SBTSTERLING BANCORP INC	32,421	$148K	shares
GLATFELTER CORPGLATFELTER CORP	59,640	$107K	shares
CVGICOMMERCIAL VEH GROUP INC	31,300	$102K	shares
SABSSAB BIOTHERAPEUTICS INC	24,577	$66.4K	shares
CALCCALCIMEDICA INC	13,226	$58.6K	shares
SEAPORT ENTMT GROUP INCSEAPORT ENTMT GROUP INC	19,726	$58.2K	shares
AKTSQAkoustis Technologies Inc	35,800	$3.2K	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0000728083-25-000003	base		2025-02-14	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC