FIRST MANHATTAN CO. LLC. is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q4 2025, the fund manages $38.1B in reported equity holdings across 729 positions. The largest holdings are BRK.A (27.9%), MSFT (5.5%), AAPL (3.7%), GOOGL (3.5%), KKR260417C00130000 (2.9%). The portfolio is concentrated in Other (87.2%), Financial Services (3.4%), Communication Services (2.8%). Data sourced from SEC EDGAR 13F filings (CIK 728083).

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