Long-term investor
First Manhattan Co. Llc. @firstmanhattancollc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000728083).
Record
- Tracked since 2025-12-31 (257 days), 29 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +0.3%
- Max drawdown n/a · win rate 21% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- BRKA · 26.3% · long · since 2025-12-31
- MSFT · 4.1% · long · since 2025-12-31
- ASML · 3.6% · long · since 2025-12-31
- AAPL · 3.6% · long · since 2025-12-31
- GOOG · 3.5% · long · since 2025-12-31
- BN · 2.5% · long · since 2025-12-31
- AMAT · 2.3% · long · since 2025-12-31
- BRK-B · 2.3% · long · since 2025-12-31
- KKR · 2.2% · long · since 2025-12-31
- AZO · 2.1% · long · since 2025-12-31
- AVGO · 2.1% · long · since 2025-12-31
- AMZN · 2.0% · long · since 2025-12-31