account_balance
Investment manager · 13F filer · SEC CIK 728083
First Manhattan Co. Llc.
Reported value$39.2Bas of Jun 30, 2026
Positions742 50 new, 61 sold out
Top 10 weight53%Berkshire Hathaway INC Del alone is 26%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
Berkshire Hathaway INC Del
Berkshire Hathaway INC Del
26.3%
MSFT
Microsoft Corp
4.1%
ASML
Asml Hldg NV
3.6%Trimmed
AAPL
Apple INC
3.6%
GOOG
Alphabet INC
3.5%Trimmed
BN
Brookfield Corp
2.5%Trimmed
AMAT
Applied Matls INC
2.3%Trimmed
BRKB
Berkshire Hathaway INC Del
2.3%
KKR
Kkr & CO INC
2.2%
AZO
Autozone INC
2.1%
732 others
47.4%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed