Managers / Q1 2026
FIRST MANHATTAN CO. LLC.
CIK 0000728083 · 399 PARK AVE, NEW YORK, NY, 10022 · 2127563300
Reported Value
$36.1B
Q1 2026
Positions
753
Filings on Record
31
2019–present window
Filed
May 15, 2026
original filing
Summary
First Manhattan Co. Llc. reported $36.1B in U.S.-listed holdings across 753 positions for Q1 2026.
The portfolio is heavily concentrated: BRK/A alone accounts for 27.8% of reported value.
Compared with Q4 2025, the fund opened 69 new positions and exited 45.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2026
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $36.1B | 753 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $38.1B | 729 | Feb 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $37.9B | 714 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $35.4B | 698 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $34.3B | 678 | May 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $34.1B | 680 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $33.7B | 682 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $31.2B | 669 | Aug 15, 2024 | RESTATEMENT | changes · EDGAR ↗ |
| Q1 2024 | $30.9B | 1,417 | May 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $28.8B | 1,442 | Feb 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $27.1B | 1,497 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $27.3B | 1,431 | Aug 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $26.1B | 1,525 | May 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $23.6B | 1,640 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $24.8B | 1,663 | Aug 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $30.6B | 1,678 | May 16, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $30.3B | 1,653 | Feb 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $27.1B | 1,662 | Nov 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $27.4B | 1,625 | Aug 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $23.2B | 1,526 | May 14, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $20.9B | 1,400 | Feb 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $19.4B | 1,399 | Nov 12, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $17.3B | 1,461 | Aug 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $15.4B | 1,447 | May 6, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $19.9B | 1,354 | Feb 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $18.2B | 1,370 | Nov 13, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $18.0B | 1,415 | Aug 16, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $17.3B | 1,443 | Apr 12, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $16.1B | 1,423 | Jan 30, 2019 | 13F-HR | changes · 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 ↗.