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Disclosery

FIRST MANHATTAN CO. LLC.: LB position timeline

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

FIRST MANHATTAN CO. LLC. held 7,082,845 LB 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 7,082,845 shares
    Change vs previous 13F +25,617 shares

    1.43% of the 13F portfolio, value $561,244,638.

    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 7,057,228 shares
    Change vs previous 13F +195,289 shares

    1.35% of the 13F portfolio, value $487,301,593.

    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 6,861,939 shares
    Change vs previous 13F +1,330,099 shares

    0.89% of the 13F portfolio, value $338,713,592.

    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 5,531,840 shares
    Change vs previous 13F +2,419,273 shares

    0.78% of the 13F portfolio, value $295,123,664.

    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 3,112,567 shares
    Change vs previous 13F +314,360 shares

    0.59% of the 13F portfolio, value $210,347,278.

    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 2,798,207 shares
    Change vs previous 13F +84,701 shares

    0.59% of the 13F portfolio, value $201,303,012.

    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 2,713,506 shares
    Change vs previous 13F +516,380 shares

    0.51% of the 13F portfolio, value $175,292,488.

    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 2,197,126 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $85,951,569.

    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).