First Manhattan's portfolio
In the Q2 2026 13F, filed August 14, 2026, First Manhattan Co reported 742 US stock positions worth $39.2B. The largest was Berkshire Hathaway Inc-Cl A (BRK/A) at 26.3% of the portfolio. New positions: Honeywell Aerospace (HONA), Wolfspeed (WOLF) and Workday (WDAY). Added to: KKR & Co. (KKR) and AutoZone (AZO). The Q3 2026 13F is due by November 14, 2026.
What changed in Q2 2026
Compared with the previous 13F. Values are as reported at quarter end. How to read a 13F.
New positions
- Honeywell AerospaceHONA$415M
- WolfspeedWOLF$79M
- WorkdayWDAY$78M
- EagleRock LandEROK$69M
- VTEIVTEI$858,245
- Marvell Technology GroupMRVL$853,157
- SPACE EXPLORATION TECHNOLOGIES CORPSPCX$789,202
- Xtrackers MSCI EAFE Hedged Equity ETFDBEF$776,729
- Victory CapitalVCTR$719,554
- Quanta ServicesPWR$678,278
Added to
- KKR & Co.KKR$864M
- AutoZoneAZO$838M
- Amazon.comAMZN$778M
- VisaV$577M
- Texas Pacific LandTPL$466M
- Thermo Fisher ScientificTMO$422M
- SynopsysSNPS$383M
- VOOVOO$295M
- Take TWO Interactive SoftwareTTWO$254M
- Uber TechnologiesUBER$248M
Trimmed
Sold out
None this quarter.
Holdings
742 US-listed positions in the Q2 2026 13F, largest first (top 50 shown; all of them in Investingly).
| Stock | % of portfolio | Value | Shares | Last quarter |
|---|---|---|---|---|
| Berkshire Hathaway Inc-Cl ABRK/A | 26.34% | $10.3B | 13,803 | Trimmed |
| MicrosoftMSFT | 4.13% | $1.6B | 4,345,361 | Trimmed |
| Asml Hldg Nv | 3.64% | $1.4B | 718,408 | Held |
| AppleAAPL | 3.64% | $1.4B | 4,935,720 | Trimmed |
| AlphabetGOOG | 3.54% | $1.4B | 3,931,213 | Trimmed |
| BrookfieldBN | 2.46% | $964M | 22,611,066 | Trimmed |
| Applied MaterialsAMAT | 2.29% | $897M | 1,240,454 | Trimmed |
| Berkshire Hathaway Inc-Cl BBRK/B | 2.27% | $890M | 1,777,769 | Trimmed |
| KKR & Co.KKR | 2.20% | $864M | 9,416,070 | Added |
| AutoZoneAZO | 2.13% | $838M | 262,141 | Added |
| BroadcomAVGO | 2.07% | $812M | 2,150,271 | Trimmed |
| Amazon.comAMZN | 1.98% | $778M | 3,262,397 | Added |
| IntelINTC | 1.65% | $648M | 4,638,876 | Trimmed |
| VisaV | 1.47% | $577M | 1,682,548 | Added |
| Landbridge Company Llc | 1.43% | $561M | 7,082,845 | Held |
| OracleORCL | 1.41% | $553M | 3,772,494 | Trimmed |
| AlphabetGOOGL | 1.35% | $529M | 1,479,067 | Trimmed |
| NVIDIANVDA | 1.29% | $507M | 2,531,922 | Trimmed |
| Texas Pacific LandTPL | 1.19% | $466M | 1,064,741 | Added |
| Danaher Corp Del | 1.09% | $429M | 2,248,424 | Held |
| Thermo Fisher ScientificTMO | 1.08% | $422M | 841,894 | Added |
| S&P GlobalSPGI | 1.07% | $421M | 1,033,680 | Trimmed |
| Honeywell InternationalHON | 1.06% | $416M | 1,858,036 | Trimmed |
| Honeywell AerospaceHONA | 1.06% | $415M | 1,875,740 | New |
| SynopsysSNPS | 0.98% | $383M | 859,147 | Added |
| UnitedHealth GroupUNH | 0.92% | $361M | 867,432 | Trimmed |
| LindeLIN | 0.90% | $352M | 678,305 | Trimmed |
| Philip Morris InternationalPM | 0.82% | $322M | 1,769,286 | Trimmed |
| GE VernovaGEV | 0.81% | $318M | 270,578 | Trimmed |
| VOOVOO | 0.75% | $295M | 430,074 | Added |
| Lowe's CompaniesLOW | 0.74% | $290M | 1,317,185 | Trimmed |
| SalesforceCRM | 0.70% | $273M | 1,740,423 | Trimmed |
| Take TWO Interactive SoftwareTTWO | 0.65% | $254M | 1,015,618 | Added |
| Uber TechnologiesUBER | 0.63% | $248M | 3,443,141 | Added |
| Ally FinancialALLY | 0.53% | $206M | 4,479,185 | Trimmed |
| O’Reilly AutomotiveORLY | 0.52% | $204M | 2,213,280 | Trimmed |
| Marriott InternationalMAR | 0.50% | $196M | 528,442 | Trimmed |
| BookingBKNG | 0.49% | $194M | 1,089,139 | Added |
| Johnson & JohnsonJNJ | 0.46% | $179M | 704,715 | Trimmed |
| Union PacificUNP | 0.45% | $176M | 647,042 | Trimmed |
| Carlisle CompaniesCSL | 0.43% | $170M | 469,174 | Added |
| AmrizeAMRZ | 0.43% | $168M | 3,144,788 | Trimmed |
| American ExpressAXP | 0.39% | $153M | 453,549 | Trimmed |
| AbbVieABBV | 0.38% | $150M | 594,732 | Trimmed |
| GE AerospaceGE | 0.37% | $144M | 385,836 | Added |
| McDonald’sMCD | 0.36% | $140M | 519,232 | Trimmed |
| MatchMTCH | 0.36% | $140M | 3,668,235 | Trimmed |
| Vertiv HoldingsVRT | 0.33% | $129M | 385,343 | Trimmed |
| BallBALL | 0.33% | $128M | 2,043,868 | Added |
| AssurantAIZ | 0.28% | $109M | 405,627 | Trimmed |
By sector
Share of the reported value.
Reported value over time
Total 13F value at each quarter end.
Questions
What stocks does First Manhattan own?
In the Q2 2026 13F, First Manhattan Co reported 742 US stock positions worth $39.2B. The largest: Berkshire Hathaway Inc-Cl A (BRK/A) 26.3%, Microsoft (MSFT) 4.1%, Asml Hldg Nv 3.6%, Apple (AAPL) 3.6%, Alphabet (GOOG) 3.5%.
What did First Manhattan buy last quarter?
In Q2 2026: new position in Honeywell Aerospace (HONA); new position in Wolfspeed (WOLF); new position in Workday (WDAY); added to KKR & Co. (KKR); added to AutoZone (AZO); added to Amazon.com (AMZN).
What did First Manhattan sell last quarter?
In Q2 2026: cut Berkshire Hathaway Inc-Cl A (BRK/A); cut Microsoft (MSFT); cut Apple (AAPL).
When is First Manhattan's next 13F?
13F filings are due 45 days after each quarter ends. The Q3 2026 filing is due by November 14, 2026.
More investors
13F filings list US-listed long positions (and some options) held at quarter end. They leave out short positions, cash, bonds and non-US holdings, and arrive up to 45 days after the quarter ends, so the investor may have traded since. Information only, not investment advice.