First Manhattan Co. LLC. holds a focused book of 753 stocks worth $36.1B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Franco-Nevada Corp and trimmed Berkshire Hathaway Inc-CL A. Their largest long position is Berkshire Hathaway Inc-CL A at 28% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/728083/holdings"
Use Arkolith to show FIRST MANHATTAN CO. LLC.'s latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
97% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del CL A | $10.0B | 14.0K | 27.8% | ▼−0.8% Reduced · −108 sh | |
| 2 | Microsoft Corp COM | $1.6B | 4.37M | 4.5% | ▲+0.3% Added · +13K sh | |
| 3 | Apple Inc COM | $1.3B | 5.02M | 3.5% | ▼−3.0% Reduced · −157K sh | |
| 4 | Alphabet Inc CAP STK CL C | $1.2B | 4.05M | 3.2% | ▼−3.3% Reduced · −139K sh | |
| 5 | ASML Hldg NV N Y REGISTRY SHS | $996.4M | 754.4K | 2.8% | ▼−4.8% Reduced · −38K sh | |
| 6 | Brookfield Corp CL A LTD VT SH | $940.0M | 23.27M | 2.6% | ▼−2.2% Reduced · −529K sh | |
| 7 | Autozone Inc COM | $884.4M | 261.8K | 2.5% | ▲+0.2% Added · +501 sh | |
| 8 | KKR & Co Inc COM | $869.0M | 9.39M | 2.4% | ▲+9.3% Added · +797K sh | |
| 9 | Berkshire Hathaway Inc Del CL B NEW | $864.3M | 1.80M | 2.4% | ▼−2.7% Reduced · −51K sh | |
| 10 | Amazon Com Inc COM | $677.9M | 3.26M | 1.9% | ▲+53% Added · +1.1M sh | |
| 11 | Broadcom Inc COM | $675.7M | 2.18M | 1.9% | ▼−1.3% Reduced · −28K sh | |
| 12 | Oracle Corp COM | $579.6M | 3.94M | 1.6% | ▼−1.1% Reduced · −43K sh | |
| 13 | Applied Matls Inc COM | $514.5M | 1.51M | 1.4% | ▼−20% Reduced · −380K sh | |
| 14 | Texas Pacific Land Corporati COM | $504.3M | 1.06M | 1.4% | ▲+4.9% Added · +49K sh | |
| 15 | Salesforce Inc COM | $493.8M | 2.65M | 1.4% | ▼−0.8% Reduced · −22K sh | |
| 16 | Landbridge Company LLC CL A | $487.3M | 7.06M | 1.4% | ▲+2.8% Added · +195K sh | |
| 17 | Visa Inc COM CL A | $468.1M | 1.55M | 1.3% | ▲+19% Added · +249K sh | |
| 18 | Honeywell Intl Inc COM | $447.7M | 1.98M | 1.2% | ▲+3.7% Added · +71K sh | |
| 19 | S&P Global Inc COM | $445.2M | 1.05M | 1.2% | ▲+65% Added · +412K sh | |
| 20 | Danaher Corp Del COM | $444.2M | 2.34M | 1.2% | ▲+1.2% Added · +29K sh | |
| 21 | Nvidia Corporation COM | $443.5M | 2.54M | 1.2% | ▲+25% Added · +510K sh | |
| 22 | Alphabet Inc CAP STK CL A | $436.1M | 1.52M | 1.2% | ▼−5.4% Reduced · −86K sh | |
| 23 | Thermo Fisher Scientific Inc COM | $377.4M | 767.2K | 1.0% | ▼−0.2% Reduced · −2K sh | |
| 24 | Linde PLC SHS | $353.3M | 712.6K | 1.0% | ▼−1.2% Reduced · −9K sh | |
| 25 | Synopsys Inc COM | $336.4M | 848.6K | 0.9% | ▲+8.2% Added · +64K sh | |
| 26 | Lowes Cos Inc COM | $330.7M | 1.40M | 0.9% | ▼−6.6% Reduced · −99K sh | |
| 27 | Boston Scientific Corp COM | $308.2M | 4.91M | 0.9% | ▲+161% Added · +3.0M sh | |
| 28 | Philip Morris Intl Inc COM | $295.7M | 1.78M | 0.8% | ▼−2.1% Reduced · −39K sh | |
| 29 | Unitedhealth Group Inc COM | $278.1M | 1.03M | 0.8% | ▼−24% Reduced · −326K sh | |
| 30 | Vanguard Index FDS S&P 500 ETF SHS | $252.6M | 422.7K | 0.7% | ▲+0.2% Added · +940 sh | |
| 31 | Intel Corp COM | $251.1M | 5.69M | 0.7% | ▲+93% Added · +2.7M sh | |
| 32 | Ge Vernova Inc COM | $238.7M | 273.4K | 0.7% | ▼−1.0% Reduced · −3K sh | |
| 33 | Amrize Ltd SHS | $220.6M | 3.94M | 0.6% | ▼−2.4% Reduced · −99K sh | |
| 34 | Kinsale Cap Group Inc COM | $210.5M | 616.0K | 0.6% | ▲+0.2% Added · +1K sh | |
| 35 | Oreilly Automotive Inc COM | $209.4M | 2.27M | 0.6% | ▼−0.7% Reduced · −17K sh | |
| 36 | Take-Two Interactive Softwar COM | $199.7M | 1.01M | 0.6% | ▼−40% Reduced · −674K sh | |
| 37 | Ally Finl Inc COM | $179.8M | 4.58M | 0.5% | ▼−2.3% Reduced · −107K sh | |
| 38 | Marriott Intl Inc New CL A | $175.8M | 537.6K | 0.5% | ▼−0.5% Reduced · −3K sh | |
| 39 | Johnson & Johnson COM | $173.5M | 709.9K | 0.5% | ▲+3.4% Added · +23K sh | |
| 40 | Booking Holdings Inc COM | $173.3M | 41.2K | 0.5% | ▲64× Added · +41K sh | |
| 41 | McDonalds Corp COM | $167.9M | 540.3K | 0.5% | ▼−4.3% Reduced · −24K sh | |
| 42 | Intercontinental Exchange In COM | $160.4M | 1.02M | 0.4% | ▼−9.3% Reduced · −104K sh | |
| 43 | Union Pac Corp COM | $159.0M | 655.3K | 0.4% | ▼−8.8% Reduced · −64K sh | |
| 44 | Carlisle Cos Inc COM | $148.2M | 444.3K | 0.4% | ▲+1.3% Added · +6K sh | |
| 45 | American Express Co COM | $139.0M | 459.7K | 0.4% | ▼−4.2% Reduced · −20K sh | |
| 46 | Vertiv Holdings Co COM CL A | $138.3M | 552.1K | 0.4% | ▼−19% Reduced · −126K sh | |
| 47 | Abbvie Inc COM | $131.5M | 604.8K | 0.4% | ▼−0.3% Reduced · −2K sh | |
| 48 | Ball Corp COM | $119.5M | 2.02M | 0.3% | ▼−0.6% Reduced · −12K sh | |
| 49 | Match Group Inc New COM | $113.2M | 3.69M | 0.3% | ▲+3.6% Added · +129K sh | |
| 50 | Meta Platforms Inc CL A | $108.4M | 189.6K | 0.3% | ▼−2.2% Reduced · −4K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 753 | $36.1B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 729 | $38.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 714 | $37.9B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 698 | $35.4B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 678 | $34.3B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 680 | $34.1B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 682 | $33.7B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 15, 2024 | 669 | $31.2B | 13F-HR/A |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 1,417 | $30.9B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 13, 2024 | 1,442 | $28.8B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 1,497 | $27.1B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 1,431 | $27.3B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 1,525 | $26.1B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 1,687 | $27.3B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 1,640 | $23.6B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 1,663 | $24.8B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 1,678 | $30.6B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 1,653 | $30.3B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 1,662 | $27.1B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 1,625 | $27.4B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 14, 2021 | 1,526 | $23.2B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 1,400 | $20.9B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 12, 2020 | 1,399 | $19.4B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.