First Manhattan

Latest statistics and disclosures from First Manhattan's latest quarterly 13F-HR filing:

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Portfolio Holdings for First Manhattan

First Manhattan holds 1687 positions in its portfolio as reported in the December 2022 quarterly 13F filing

First Manhattan has 1687 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway Inc Del Cl A (BRK.A) 38.4 $11B +19% 22k 468543.34
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Microsoft Corporation (MSFT) 4.4 $1.2B 5.1M 239.35
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Apple (AAPL) 4.1 $1.1B -8% 8.6M 129.59
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UnitedHealth (UNH) 2.9 $802M 1.5M 527.53
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.5 $670M 2.2M 308.90
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AutoZone (AZO) 2.3 $616M -3% 250k 2466.18
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Danaher Corporation (DHR) 2.0 $554M 2.1M 265.27
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Brookfield Corp Cl A Ltd Vt Sh (BN) 1.9 $514M NEW 16M 31.31
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Alphabet Cap Stk Cl C (GOOG) 1.8 $486M 5.5M 88.68
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Nestle S A Ads (1 Ord Shrs) (NSRGY) 1.5 $423M +2% 3.7M 115.34
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Oracle Corporation (ORCL) 1.4 $390M +7% 4.8M 81.15
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Thermo Fisher Scientific (TMO) 1.3 $359M +2% 652k 550.69
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Texas Pacific Land Corp (TPL) 1.2 $338M -3% 144k 2344.24
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Kkr & Co (KKR) 1.2 $327M 7.0M 46.42
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Honeywell International (HON) 1.1 $308M 1.4M 213.31
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Johnson & Johnson (JNJ) 1.0 $265M 1.5M 176.65
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Lowe's Companies (LOW) 0.8 $230M +55% 1.2M 199.24
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Amazon (AMZN) 0.8 $227M -18% 2.7M 84.00
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S&p Global (SPGI) 0.8 $222M +8% 667k 333.11
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Keysight Technologies (KEYS) 0.8 $216M -6% 1.3M 169.18
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Abbvie (ABBV) 0.8 $209M -3% 1.3M 161.61
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Accenture Plc Ireland Shs Class A (ACN) 0.8 $206M 772k 266.84
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O'reilly Automotive (ORLY) 0.7 $195M -5% 235k 829.09
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Philip Morris International (PM) 0.7 $188M 1.9M 101.21
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Nike CL B (NKE) 0.7 $187M -6% 1.6M 117.01
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Nextera Energy (NEE) 0.7 $187M 2.2M 83.60
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Intercontinental Exchange (ICE) 0.6 $175M 1.7M 102.59
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McDonald's Corporation (MCD) 0.6 $175M -3% 670k 261.75
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Visa Com Cl A (V) 0.6 $172M +5% 828k 207.62
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American Tower Reit (AMT) 0.6 $169M +5% 796k 211.86
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Comcast Corp Cl A (CMCSA) 0.6 $167M 4.8M 34.87
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Linde SHS 0.6 $158M 492k 320.35
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Alphabet Cap Stk Cl A (GOOGL) 0.6 $154M +3% 1.8M 87.49
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Mondelez Intl Cl A (MDLZ) 0.5 $150M 2.2M 66.65
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Entegris (ENTG) 0.4 $116M -11% 1.8M 64.35
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Raytheon Technologies Corp (RTX) 0.4 $112M -4% 1.1M 100.92
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Marriott Intl Cl A (MAR) 0.4 $111M -8% 748k 148.89
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Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.4 $111M NEW 3.9M 28.53
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Copart (CPRT) 0.4 $105M +100% 1.7M 60.89
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Iac Com New (IAC) 0.4 $104M -26% 2.4M 43.92
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Coca-Cola Company (KO) 0.4 $104M 1.6M 63.61
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Asml Holding N V N Y Registry Shs (ASML) 0.3 $91M +35815% 166k 546.40
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American Express Company (AXP) 0.3 $89M -2% 599k 147.75
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Brookfield Infrast Partners Lp Int Unit (BIP) 0.3 $79M 2.5M 30.99
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Fortive (FTV) 0.3 $76M +3% 1.2M 64.25
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Ally Financial (ALLY) 0.3 $70M +2% 2.8M 24.45
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Northern Lts Fd Tr Iv Fmc Excelsior Fo (FMCX) 0.2 $66M 3.0M 22.12
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Csw Industrials (CSWI) 0.2 $65M 557k 115.93
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Service Corporation International (SCI) 0.2 $63M 908k 69.14
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Us Bancorp Del Com New (USB) 0.2 $63M +17% 1.5M 42.89
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Pinduoduo Sponsored Ads (PDD) 0.2 $60M -35% 733k 81.55
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Enbridge (ENB) 0.2 $58M 1.5M 39.10
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Pfizer (PFE) 0.2 $57M 1.1M 51.24
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Canadian Natural Resources (CNQ) 0.2 $53M 962k 55.53
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Reckitt Benckiser Gr SHS (RBGPF) 0.2 $53M -2% 758k 70.13
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Charles Schwab Corporation (SCHW) 0.2 $52M +39% 621k 83.26
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United Therapeutics Corporation (UTHR) 0.2 $51M 183k 278.09
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Capital One Financial (COF) 0.2 $51M +2% 548k 92.96
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $48M -10% 137k 351.35
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Stryker Corporation (SYK) 0.2 $47M +9% 193k 244.49
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AmerisourceBergen (ABC) 0.2 $43M -7% 260k 165.71
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Arrowhead Pharmaceuticals (ARWR) 0.2 $42M -7% 1.0M 40.56
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Walt Disney Company (DIS) 0.2 $41M -12% 473k 86.88
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Procter & Gamble Company (PG) 0.2 $41M 275k 149.06
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Iqvia Holdings (IQV) 0.1 $40M -3% 195k 204.89
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Moody's Corporation (MCO) 0.1 $40M 143k 278.62
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Hologic (HOLX) 0.1 $39M 517k 74.81
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JPMorgan Chase & Co. (JPM) 0.1 $37M 277k 133.41
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Ingredion Incorporated (INGR) 0.1 $36M 371k 97.93
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Amgen (AMGN) 0.1 $36M -3% 140k 257.69
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Match Group (MTCH) 0.1 $36M -25% 860k 41.49
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Immunocore Hldgs Ads (IMCR) 0.1 $35M -22% 614k 57.07
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Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.1 $35M -8% 583k 60.04
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Gra (GGG) 0.1 $35M +35% 550k 62.99
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Starbucks Corporation (SBUX) 0.1 $34M -9% 374k 90.14
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Eli Lilly & Co. (LLY) 0.1 $32M -27% 88k 365.84
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Evolus (EOLS) 0.1 $30M 4.0M 7.51
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American Water Works (AWK) 0.1 $30M 196k 152.42
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United Parcel Service CL B (UPS) 0.1 $30M 170k 173.84
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Charter Communications Inc N Cl A (CHTR) 0.1 $30M +220% 87k 339.10
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Bilibili Spons Ads Rep Z (BILI) 0.1 $29M +7% 1.2M 23.69
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Union Pacific Corporation (UNP) 0.1 $29M 138k 207.07
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Liberty Media Corp Del Com C Siriusxm (LSXMK) 0.1 $29M +9% 764k 37.38
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Boston Scientific Corporation (BSX) 0.1 $28M 601k 46.27
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International Business Machines (IBM) 0.1 $27M +16% 193k 140.89
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Snap-on Incorporated (SNA) 0.1 $27M 119k 228.49
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Activision Blizzard (ATVI) 0.1 $26M +17% 373k 70.82
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Merck & Co (MRK) 0.1 $26M 237k 110.95
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Pepsi (PEP) 0.1 $26M +2% 143k 180.66
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Exxon Mobil Corporation (XOM) 0.1 $24M -3% 222k 110.30
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $24M 218k 108.21
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Abbott Laboratories (ABT) 0.1 $23M +6% 214k 109.79
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Wells Fargo & Company (WFC) 0.1 $23M 565k 41.29
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Meta Platforms Cl A (META) 0.1 $23M -75% 194k 120.34
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Nutrien (NTR) 0.1 $23M 321k 72.52
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Hilton Worldwide Holdings (HLT) 0.1 $23M -6% 183k 126.36
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Commercial Metals Company (CMC) 0.1 $22M -4% 464k 48.30
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Diageo Spon Adr New (DEO) 0.1 $22M -7% 126k 178.19
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BioCryst Pharmaceuticals (BCRX) 0.1 $22M +3% 1.9M 11.48
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Ameren Corporation (AEE) 0.1 $21M +10% 234k 88.92
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Boeing Company (BA) 0.1 $21M -3% 108k 190.49
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Wells Fargo Perp Pfd Cnv A (WFC.PL) 0.1 $20M +43% 17k 1185.00
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Brookfield Renewable Partner Partnership Unit (BEP) 0.1 $19M -2% 755k 25.34
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Automatic Data Processing (ADP) 0.1 $19M 78k 238.86
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ConocoPhillips (COP) 0.1 $18M +8% 156k 118.00
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Novartis Sponsored Adr (NVS) 0.1 $18M 202k 90.72
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Nice Sponsored Adr (NICE) 0.1 $18M +26% 109k 165.20
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Middlesex Water Company (MSEX) 0.1 $18M 223k 78.67
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Trimas Corp Com New (TRS) 0.1 $18M -19% 632k 27.74
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Liberty Broadband Corp Com Ser C (LBRDK) 0.1 $17M +16% 243k 70.44
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RPM International (RPM) 0.1 $17M 174k 97.45
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Citigroup Com New (C) 0.1 $16M -45% 363k 45.23
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Agilent Technologies Inc C ommon (A) 0.1 $16M -2% 108k 149.66
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Te Connectivity SHS (TEL) 0.1 $16M 136k 114.80
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Teleflex Incorporated (TFX) 0.1 $16M -44% 62k 249.63
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Howard Hughes (HHC) 0.1 $15M -4% 197k 76.42
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IDEXX Laboratories (IDXX) 0.1 $15M 37k 407.96
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Martin Marietta Materials (MLM) 0.1 $15M 45k 337.97
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SJW (SJW) 0.1 $15M -5% 181k 81.19
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CVS Caremark Corporation (CVS) 0.1 $15M -3% 156k 93.19
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3M Company (MMM) 0.1 $15M +26% 121k 119.92
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Booking Holdings (BKNG) 0.1 $14M 7.1k 2015.28
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $14M 37k 382.44
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Yum! Brands (YUM) 0.1 $14M +23% 115k 122.37
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Jefferies Finl Group (JEF) 0.1 $14M 402k 34.28
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Axis Cap Hldgs SHS (AXS) 0.0 $13M 248k 54.17
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Minerals Technologies (MTX) 0.0 $13M 214k 59.86
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Mirion Technologies Com Cl A (MIR) 0.0 $13M -9% 1.9M 6.61
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Kimberly-Clark Corporation (KMB) 0.0 $13M +7% 92k 135.75
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Lennar Corp Cl A (LEN) 0.0 $12M -9% 137k 90.50
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Home Depot (HD) 0.0 $12M 38k 315.89
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Altria (MO) 0.0 $12M -2% 261k 45.71
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Evergy (EVRG) 0.0 $12M 189k 62.93
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Travelers Companies (TRV) 0.0 $12M -2% 63k 187.49
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Veritex Hldgs (VBTX) 0.0 $12M 422k 28.08
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Chubb (CB) 0.0 $12M 54k 220.61
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Wyndham Hotels And Resorts (WH) 0.0 $11M -10% 160k 71.31
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Enanta Pharmaceuticals (ENTA) 0.0 $11M 244k 46.52
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Colgate-Palmolive Company (CL) 0.0 $11M -3% 149k 75.56
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Essential Utils (WTRG) 0.0 $11M 237k 47.73
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Range Resources (RRC) 0.0 $11M +220% 443k 25.02
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PNC Financial Services (PNC) 0.0 $11M 70k 157.94
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Navigator Hldgs SHS (NVGS) 0.0 $11M 912k 11.96
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Sempra Energy (SRE) 0.0 $11M 70k 154.54
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Orion Engineered Carbons (OEC) 0.0 $11M 605k 17.81
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360 Digitech American Dep (QFIN) 0.0 $11M NEW 529k 20.36
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Cbiz (CBZ) 0.0 $11M -33% 230k 46.85
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CSX Corporation (CSX) 0.0 $11M -4% 338k 30.98
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Loews Corporation (L) 0.0 $10M 177k 58.33
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Aon Shs Cl A (AON) 0.0 $10M -2% 34k 300.15
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Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.0 $10M +200% 63k 157.05
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Regenxbio Inc equity us cm (RGNX) 0.0 $9.9M -38% 437k 22.68
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Sea Sponsord Ads (SE) 0.0 $9.9M +10594% 190k 52.03
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Amalgamated Financial Corp (AMAL) 0.0 $9.7M -3% 421k 23.04
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Transalta Corp (TAC) 0.0 $9.5M 1.1M 8.97
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Chevron Corporation (CVX) 0.0 $9.0M +2% 50k 179.49
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MDU Resources (MDU) 0.0 $8.9M 295k 30.34
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Gates Indl Corp Ord Shs (GTES) 0.0 $8.9M -7% 777k 11.41
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Mccormick & Co Com Non Vtg (MKC) 0.0 $8.8M -4% 107k 82.89
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Spirit Aerosystems Hldgs Com Cl A (SPR) 0.0 $8.8M 298k 29.60
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Schlumberger Com Stk (SLB) 0.0 $8.8M -6% 165k 53.46
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Spdr Gold Tr Gold Shs (GLD) 0.0 $8.7M +19% 51k 169.64
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Crown Castle Intl (CCI) 0.0 $8.7M 64k 135.64
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Msa Safety Inc equity (MSA) 0.0 $8.7M 60k 144.19
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Artesian Res Corp Cl A (ARTNA) 0.0 $8.7M 148k 58.58
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Northwestern Corp Com New (NWE) 0.0 $8.6M 145k 59.34
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Motorola Solutions Com New (MSI) 0.0 $8.6M 33k 257.71
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CarMax (KMX) 0.0 $8.5M -16% 140k 60.89
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Ameriprise Financial (AMP) 0.0 $8.5M +3% 27k 311.37
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Warner Bros Discovery Com Ser A (WBD) 0.0 $8.4M +14% 889k 9.48
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Caleres (CAL) 0.0 $8.3M 375k 22.28
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Costco Wholesale Corporation (COST) 0.0 $8.1M +3% 18k 456.50
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Green Brick Partners (GRBK) 0.0 $8.0M 329k 24.23
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Wal-Mart Stores (WMT) 0.0 $7.9M 56k 141.79
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Gilead Sciences (GILD) 0.0 $7.9M -50% 95k 82.50
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Nasdaq Omx (NDAQ) 0.0 $7.7M -5% 126k 61.35
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Globe Life (GL) 0.0 $7.7M 64k 120.55
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Enterprise Products Partners (EPD) 0.0 $7.6M 315k 24.12
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $7.6M +5% 181k 41.97
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Consolidated Water Ord (CWCO) 0.0 $7.5M 506k 14.80
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Ida (IDA) 0.0 $7.5M 69k 107.85
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Verizon Communications (VZ) 0.0 $7.4M -12% 189k 39.40
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Newmont Mining Corporation (NEM) 0.0 $7.4M -2% 157k 47.20
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General Mills (GIS) 0.0 $7.3M 87k 83.85
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Devon Energy Corporation (DVN) 0.0 $7.2M -5% 117k 61.51
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Otis Worldwide Corp (OTIS) 0.0 $7.2M -3% 92k 78.31
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Arthur J. Gallagher & Co. (AJG) 0.0 $7.2M -2% 38k 188.54
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Denbury (DEN) 0.0 $7.2M +18% 83k 87.02
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Pliant Therapeutics (PLRX) 0.0 $7.2M 370k 19.33
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Capital Southwest Corporation (CSWC) 0.0 $7.1M 416k 17.10
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Mainstreet Bancshares (MNSB) 0.0 $7.1M -9% 258k 27.49
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Becton, Dickinson and (BDX) 0.0 $7.1M 28k 254.30
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Helix Energy Solutions (HLX) 0.0 $7.0M -39% 948k 7.38
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Paypal Holdings (PYPL) 0.0 $6.9M -25% 96k 71.22
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NiSource (NI) 0.0 $6.8M 248k 27.42
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Permian Resources Corp Class A Com (PR) 0.0 $6.8M -4% 723k 9.40
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Coty Com Cl A (COTY) 0.0 $6.8M 792k 8.56
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Urstadt Biddle Pptys Cl A (UBA) 0.0 $6.8M 357k 18.95
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Canada Goose Hldgs Shs Sub Vtg (GOOS) 0.0 $6.7M -17% 379k 17.81
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Signature Bank (SBNY) 0.0 $6.7M NEW 58k 115.22
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Vanguard Index Fds Small Cp Etf (VB) 0.0 $6.7M +31% 36k 183.54
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Northern Trust Corporation (NTRS) 0.0 $6.6M -9% 75k 88.49
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Rezolute Com New (RZLT) 0.0 $6.5M +71% 3.1M 2.07
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Douglas Emmett (DEI) 0.0 $6.5M 412k 15.68
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EOG Resources (EOG) 0.0 $6.4M 50k 129.53
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Texas Instruments Incorporated (TXN) 0.0 $6.3M +4% 38k 165.24
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1st Colonial Bancorp Common (FCOB) 0.0 $6.3M 450k 14.00
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Brookfield Infrastructure Com Sb Vtg Shs A (BIPC) 0.0 $6.2M -2% 160k 38.90
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Deere & Company (DE) 0.0 $6.2M 14k 428.76
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Atlas Air Worldwide Hldgs In Com New 0.0 $6.2M 61k 100.80
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Liberty Broadband Corp Com Ser A (LBRDA) 0.0 $6.1M +8% 88k 69.35
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $6.1M +22% 38k 158.80
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Agrofresh Solutions (AGFS) 0.0 $5.8M -38% 2.0M 2.96
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Meridian Bank (MRBK) 0.0 $5.8M 191k 30.29
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Illinois Tool Works (ITW) 0.0 $5.8M -3% 26k 220.31
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Liberty Media Corp Del Com A Siriusxm (LSXMA) 0.0 $5.8M 170k 33.93
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Delta Air Lines Inc Del Com New (DAL) 0.0 $5.8M 175k 32.86
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Xylem (XYL) 0.0 $5.5M -3% 50k 110.57
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Liberty Media Corp Del Com Ser C Frmla (FWONK) 0.0 $5.4M +93% 90k 59.78
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Boston Properties (BXP) 0.0 $5.3M +60% 78k 67.58
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Chesapeake Utilities Corporation (CPK) 0.0 $5.2M 44k 118.18
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Baxter International (BAX) 0.0 $5.2M 105k 49.14
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Portland Gen Elec Com New (POR) 0.0 $5.2M 105k 49.00
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Vimeo Common Stock (VMEO) 0.0 $4.9M -65% 1.4M 3.43
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Bank of America Corporation (BAC) 0.0 $4.9M 147k 33.12
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Ciena Corp Com New (CIEN) 0.0 $4.9M 95k 50.98
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Quipt Home Medical Corporation (QIPT) 0.0 $4.7M +8% 1.0M 4.71
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Analog Devices (ADI) 0.0 $4.7M -4% 29k 164.04
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Hca Holdings (HCA) 0.0 $4.7M -3% 20k 239.96
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American Intl Group Com New (AIG) 0.0 $4.5M -2% 72k 63.24
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At&t (T) 0.0 $4.5M +49% 247k 18.41
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Vanguard Index Fds Value Etf (VTV) 0.0 $4.5M -3% 32k 140.38
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Zoetis Cl A (ZTS) 0.0 $4.5M -37% 31k 146.55
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Onto Innovation (ONTO) 0.0 $4.5M 66k 68.09
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Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.0 $4.5M +32% 26k 174.26
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Brookfield Renewable Corp Cl A Sub Vtg (BEPC) 0.0 $4.4M -3% 161k 27.54
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Restaurant Brands Intl Inc Com equity / large cap (QSR) 0.0 $4.4M +2% 69k 64.67
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Dundee Corp Class A (DDEJF) 0.0 $4.4M +4% 4.2M 1.04
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Regis Corporation (RGS) 0.0 $4.4M 3.6M 1.22
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Metropcs Communications (TMUS) 0.0 $4.3M 31k 140.00
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Godaddy Cl A (GDDY) 0.0 $4.3M -20% 58k 74.82
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Nextera Energy Partners Com Unit Part In (NEP) 0.0 $4.3M +36% 62k 70.09
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Mastercard Incorporated Cl A (MA) 0.0 $4.3M 12k 347.73
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Camden Ppty Tr Sh Ben Int (CPT) 0.0 $4.3M +15% 38k 111.88
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $4.2M 82k 51.72
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Tmc The Metals Company (TMC) 0.0 $4.2M +442% 5.4M 0.77
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Black Hills Corporation (BKH) 0.0 $4.2M 59k 70.34
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Cisco Systems (CSCO) 0.0 $4.1M -36% 86k 47.64
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Avis Budget (CAR) 0.0 $4.1M 25k 163.93
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Morgan Stanley Com New (MS) 0.0 $4.0M +16% 48k 85.02
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Past Filings by First Manhattan

SEC 13F filings are viewable for First Manhattan going back to 2011

View all past filings