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Disclosery

FIRST MANHATTAN CO. LLC.: AZO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIRST MANHATTAN CO. LLC. on AZO, newest first. How the timeline and the estimate are built.

FIRST MANHATTAN CO. LLC. held 262,141 AZO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 262,141 shares
    Change vs previous 13F +326 shares

    2.14% of the 13F portfolio, value $837,786,908.

    13F-HR 0000728083-26-000007 filed by FIRST MANHATTAN CO. LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 261,815 shares
    Change vs previous 13F +501 shares

    2.45% of the 13F portfolio, value $884,353,471.

    13F-HR 0000728083-26-000005 filed by FIRST MANHATTAN CO. LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 261,314 shares
    Change vs previous 13F +6,765 shares

    2.33% of the 13F portfolio, value $886,246,431.

    13F-HR 0000728083-26-000002 filed by FIRST MANHATTAN CO. LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 254,549 shares
    Change vs previous 13F -1,811 shares

    2.88% of the 13F portfolio, value $1,092,076,302.

    13F-HR 0000728083-25-000015 filed by FIRST MANHATTAN CO. LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 256,360 shares
    Change vs previous 13F -51 shares

    2.69% of the 13F portfolio, value $951,667,283.

    13F-HR 0000728083-25-000010 filed by FIRST MANHATTAN CO. LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 256,411 shares
    Change vs previous 13F -1,913 shares

    2.85% of the 13F portfolio, value $977,638,733.

    13F-HR 0001750312-25-000007 filed by FIRST MANHATTAN CO. LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 258,324 shares
    Change vs previous 13F -624 shares

    2.43% of the 13F portfolio, value $829,455,686.

    13F-HR 0000728083-25-000003 filed by FIRST MANHATTAN CO. LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 258,948 shares
    Change vs previous 13F not available

    2.42% of the 13F portfolio, value $815,696,558.

    13F-HR 0001172661-24-004939 filed by FIRST MANHATTAN CO. LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).