SEC 13F Intelligence

Managers / Q1 2023 · view latest →

FIRST MANHATTAN CO. LLC.

CIK 0000728083 · 399 PARK AVE, NEW YORK, NY, 10022 · 2127563300

Reported Value
$26.1B
Q1 2023
Positions
1,525
Filings on Record
31
2019–present window
Filed
May 15, 2023
original filing

Summary

First Manhattan Co. Llc. reported $26.1B in U.S.-listed holdings across 1,525 positions for Q1 2023.

The portfolio is heavily concentrated: BRK/A alone accounts for 32.9% of reported value.

Compared with Q3 2022, the fund opened 168 new positions and exited 281.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $16.1BQ4 ’18Q1 ’19: $17.3BQ2 ’19: $18.0BQ3 ’19: $18.2BQ4 ’19: $19.9BQ4 ’19Q1 ’20: $15.4BQ2 ’20: $17.3BQ3 ’20: $19.4BQ4 ’20: $20.9BQ4 ’20Q1 ’21: $23.2BQ2 ’21: $27.4BQ3 ’21: $27.1BQ4 ’21: $30.3BQ4 ’21Q1 ’22: $30.6BQ2 ’22: $24.8BQ3 ’22: $23.6BQ1 ’23: $26.1BQ1 ’23Q2 ’23: $27.3BQ3 ’23: $27.1BQ4 ’23: $28.8BQ1 ’24: $30.9BQ1 ’24Q2 ’24: $31.2BQ3 ’24: $33.7BQ4 ’24: $34.1BQ1 ’25: $34.3BQ1 ’25Q2 ’25: $35.4BQ3 ’25: $37.9BQ4 ’25: $38.1BQ1 ’26: $36.1BQ1 ’26filingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2023

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$36.1B753May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$38.1B729Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$37.9B714Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$35.4B698Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$34.3B678May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$34.1B680Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$33.7B682Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$31.2B669Aug 15, 2024RESTATEMENTchanges · EDGAR ↗
Q1 2024$30.9B1,417May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$28.8B1,442Feb 13, 202413F-HRchanges · EDGAR ↗
Q3 2023$27.1B1,497Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$27.3B1,431Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$26.1B1,525May 15, 202313F-HRchanges · EDGAR ↗
Q3 2022$23.6B1,640Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$24.8B1,663Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$30.6B1,678May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$30.3B1,653Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$27.1B1,662Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$27.4B1,625Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$23.2B1,526May 14, 202113F-HRchanges · EDGAR ↗
Q4 2020$20.9B1,400Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$19.4B1,399Nov 12, 202013F-HRchanges · EDGAR ↗
Q2 2020$17.3B1,461Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$15.4B1,447May 6, 202013F-HRchanges · EDGAR ↗
Q4 2019$19.9B1,354Feb 13, 202013F-HRchanges · EDGAR ↗
Q3 2019$18.2B1,370Nov 13, 201913F-HRchanges · EDGAR ↗
Q2 2019$18.0B1,415Aug 16, 201913F-HRchanges · EDGAR ↗
Q1 2019$17.3B1,443Apr 12, 201913F-HRchanges · EDGAR ↗
Q4 2018$16.1B1,423Jan 30, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.