- New Purchases: HUM, BPMC, MYL, A2A, FANG, ENTG, DEI, SABR, AMRN, AGIO, ITCI, RGNX, CNST, OII, VIACA, UROV, UBER, PTON, AES, AGCO, HRTX, ARLP, IVZ, AGO, AVY, BDSI, CACI, CRH, HLX, CRL, CHL, CORT, DXCM, EIX, OVV, GME, GLNG, HDB, HAIN, HRC, HFC, INFY, JBL, JBLU, LRCX, LM, MTG, MSM, MANH, MXIM, MOH, PCG, PRGO, PNFP, BPOP, PUK, PHM, QGEN, RELX, RBC, RS, R, STM, SBNY, SKX, SWKS, LUV, EQNR, SNX, SNPS, TKR, UAL, UBS, PAG, UBOH, WCC, SLCT, GDV, WYND, DAC, AER, FOLD, CIM, HI, KDP, CFX, FTNT, CIT, ST, AL, LIVX, UI, ACHC, CAPL, VOYA, ARCT, PTCT, CDW, ESPR, RNG, OMF, SC, TSLX, GLOP, VNOM, AKTS, CTLT, CNXM, SHLX, SYNH, PRAH, QRVO, PDSB, EDIT, MRAM, 3V8, OBSV, OKTA, ZYME, IR, NBRV, CALB, BHF, SWCH, SE, ADT, SLDB, FIXX, AVLR, KLXE, EB, 1XS4, ACA, LOGC, GOSS, ALEC, HARP, DTIL, ZM, RTLR, CHWY, STOK, CHNG, DT, DDOG, EPP, EWU, FPX, HYMB, IAU, IBB, IWC, IWP, IWV, IXUS, IYT, IYZ, MOAT, MUB, PDBC, QCLN, RWO, SDOG, SGOL, SHM, SPHD, SPXU, VCR, VFH, VONE, VSS, XLI,
- Added Positions: BAM, V, COF, NKE, UNH, KEYS, BUD, FIS, ANTM, GOOS, BA, BSX, NEE, MCD, SYK, EDU, AMZN, EOG, FB, STAY, ACN, AERI, VIAC, CME, GOOGL, KMB, SNN, CHTR, ALLY, AZO, C, SPGI, SLB, KHC, AON, CAL, DEO, EPD, SWX, GRA, DISCK, LYB, BPY, HLT, BABA, FTV, SPY, VOO, ACAD, ASML, ADBE, ARCC, BCE, PTVCB, BDX, BBY, BIIB, ANIP, BLK, CDNS, CTL, CHKP, CI, CLX, CL, CAG, CLB, COST, CCI, CMI, DVA, DKS, DLTR, D, DOV, DUK, EMR, EQR, EL, XOM, M, FE, GPC, GSK, HAL, LHX, PEAK, WELL, HBAN, INTU, JKHY, J, LNC, MAN, MRO, MAR, MMC, MDT, MET, MU, MS, MSI, MUR, NICE, NVS, OHI, OSK, PH, PBCT, LIN, BKNG, PRU, PEG, RTN, WRK, ROP, SAP, SLM, AOBC, SO, STT, SU, NLOK, SYY, TJX, TGT, THO, TOL, TOT, TM, URI, UNM, VFC, VRTX, WM, AGN, WDC, WWE, XRX, CMG, AAWW, LEN.B, RDS.B, GAM, MCR, EOI, ETV, MA, GTLS, HTGC, TAST, LULU, NVGS, WKHS, RBGLY, AVGO, IRWD, DDEJF, NXPI, HHC, WIFI, PSX, NOW, VEEV, CHGG, NAVI, ASND, HTGM, TRU, PMHG, LITE, PLYA, SQ, TWLO, LW, HWM, URGN, FPH, SMHI, JHG, MRBK, ARVN, KTB, LK, BND, BSV, EEM, EFG, HDV, IEMG, IJH, IJR, IJS, IJT, IWD, IWM, IWS, MCHI, MDY, QQQ, RSP, SDY, VB, VEA, VGT, VIG, VO, VOE, VONG, VTI, VTV, VTWO, VUG, VWO, XLK, XLV,
- Reduced Positions: WBC, SCI, DNKN, KAR, WFC, GDDY, BRK.A, ARMK, PFE, RBGPF, LEN, DHI, ARWR, GILD, GTES, KO, MSFT, AIG, AAPL, NSRGY, BILI, COP, DHR, OXY, JPM, PBH, HON, JNJ, CLI, XPO, UNP, RTX, ENTA, IAA, JEF, BLU, RHI, USB, QFIN, MO, CBZ, ENB, PM, GPDNF, IQ, MMM, T, AEE, AXP, BECN, BTI, CVS, CNQ, CSWC, DD, VAL, ESGR, FDX, FCBC, HUN, IBM, ITW, ICE, MTX, NWL, NEM, OMC, RRC, SNA, SON, TCF, TSM, AIMC, TRS, TEL, BIP, XYL, IQV, BRX, OTIC, NOMD, PYPL, CSWI, CTMX, LSXMK, ATH, KALA, DOW, PFF, CB, AZZ, ATVI, ALG, ALXN, Y, ALL, HES, AEP, AMP, AME, ADM, ARW, ARTNA, ASH, AZPN, AXS, TFC, BP, BAC, BOCH, BOH, BK, BHB, BAX, BHLB, BSTC, BKH, BMY, BF.B, CBL, CMS, CBT, CSU, BXMT, KMX, CAH, CAT, CAR, CHK, CPK, CHD, CSCO, CSGP, TPR, CMC, SBS, DXC, ED, CWCO, STZ, INGR, GLW, DMLP, LLY, EXPE, EXR, FNB, FARM, FOE, FNF, FHN, BEN, TGNA, GPS, GD, GE, BPYU, GIS, GNW, DANOY, HRB, HSBC, HIG, HAS, HSY, HST, HUBB, ICUI, ITT, IDXX, INTC, IP, ISBC, SJM, JW.A, JCI, KSU, KRNY, KEP, LH, LAMR, LEG, LBTYA, LGF.B, LMT, LOW, MDC, MDU, MAC, MMP, MFC, MKC, MCK, MAA, MSEX, MSA, NVDA, NI, NBL, NOC, NWE, NUAN, NUE, OGE, ODP, OKE, GLT, PNC, PPG, PMBC, PAAS, PRK, PXD, NTR, PCH, PFS, STL, PSA, RPT, BREW, REGN, RF, RGEN, RIGL, RAD, ROK, RY, RDS.A, SJW, SIVB, SFE, SJT, SRE, SPG, SWK, SKT, TDS, TRI, TWI, TR, UAA, UN, UTL, UVSP, VNO, WMT, GHC, WNEB, WHR, XOMA, YORW, YUM, SPB, OPK, L, TDG, NXJ, PNI, POR, QRTEA, COWN, HBI, WU, LDOS, LBTYK, SPR, AVAV, CNK, DAL, JAZZ, BX, AWK, MSCI, BEP, BDRFF, FRBA, CWBK, SSNC, RP, GM, TRGP, FRC, HCA, MOS, IMV, FBHS, CROL, ANGI, MTSI, FRGI, GLIBA, ZTS, COTY, NWSA, IRT, TWTR, ALLE, AAL, NWHM, GCI, VRNS, LE, AGFS, DNOW, SERV, OEC, LTRPA, CFG, CDK, VBTX, AVNS, STOR, SHOP, CABO, HZN, CC, HLI, MTCH, LSXMA, BBU, CDEV, YUMC, CARS, JBGS, LOV, EAF, FTDR, ELAN, GTX, REZI, LYFT, ALC, CTVA, AMCR, CPAAU, DVY, EFA, FXI, ITOT, IVE, RXL, SLV, SPDW, VCSH, VEU, VXUS, XLY,
- Sold Out: ULTA, PDD, WTRG, MNLO, SCS, TROX, AMH, PRTA, WES, MPLX, ZNGA, LPI, SXC, WB, TSLA, VET, UUUU, SATS, BGS, HSBCPA.PFD, OVV, TOO, FSLY, XLB, SHV, GCVRZ, EWJ, ECON, ARKW, ARKK, ARKG, AKBA, PSTL, VICI, ICBK, FOMX, TTOO, TERP, MTLS, KINS, MRVL, LTS, KNL, JCP, ING, HSON, ERF, DISH, DTE, MUFG, CY, CDE, CBB, CMO, CSS, BLDP, ALNY, WRB, ALB, RVT, ZIXI, WYNN, WTFC, WY, WABC, WDR, OC, OLED, UCFC, RMD, PEIX, PAR, NTES, NNBR, MPVDF,
For the details of FIRST MANHATTAN CO's stock buys and sells, go to https://www.gurufocus.com/guru/first+manhattan+co/current-portfolio/portfolio
These are the top 5 holdings of FIRST MANHATTAN CO- Berkshire Hathaway Inc (BRK.A) - 15,547 shares, 27.51% of the total portfolio. Shares reduced by 1.17%
- Microsoft Corp (MSFT) - 5,572,638 shares, 5.72% of the total portfolio. Shares reduced by 1.75%
- Apple Inc (AAPL) - 2,846,976 shares, 4.71% of the total portfolio. Shares reduced by 1.75%
- Brookfield Asset Management Inc (BAM) - 19,416,506 shares, 3.73% of the total portfolio. Shares added by 47.95%
- Berkshire Hathaway Inc (BRK.B) - 2,351,325 shares, 2.80% of the total portfolio. Shares added by 0.79%
First Manhattan Co initiated holding in Humana Inc. The purchase prices were between $214.43 and $380.2, with an estimated average price of $338.77. The stock is now traded at around $374.99. The impact to a portfolio due to this purchase was 0.12%. The holding were 59,004 shares as of .
New Purchase: Blueprint Medicines Corp (BPMC)First Manhattan Co initiated holding in Blueprint Medicines Corp. The purchase prices were between $48.11 and $82.22, with an estimated average price of $64.89. The stock is now traded at around $58.97. The impact to a portfolio due to this purchase was 0.1%. The holding were 257,500 shares as of .
New Purchase: Mylan NV (MYL)First Manhattan Co initiated holding in Mylan NV. The purchase prices were between $13.26 and $22.85, with an estimated average price of $19.25. The stock is now traded at around $16.87. The impact to a portfolio due to this purchase was 0.09%. The holding were 972,247 shares as of .
New Purchase: Essential Utilities Inc (A2A)First Manhattan Co initiated holding in Essential Utilities Inc. The purchase prices were between $28.4 and $49.4, with an estimated average price of $42.29. The stock is now traded at around $38.00. The impact to a portfolio due to this purchase was 0.08%. The holding were 309,257 shares as of .
New Purchase: Diamondback Energy Inc (FANG)First Manhattan Co initiated holding in Diamondback Energy Inc. The purchase prices were between $15.56 and $96.42, with an estimated average price of $64.05. The stock is now traded at around $38.92. The impact to a portfolio due to this purchase was 0.05%. The holding were 311,925 shares as of .
New Purchase: Entegris Inc (ENTG)First Manhattan Co initiated holding in Entegris Inc. The purchase prices were between $39.03 and $58.47, with an estimated average price of $52. The stock is now traded at around $52.16. The impact to a portfolio due to this purchase was 0.04%. The holding were 140,900 shares as of .
Added: Brookfield Asset Management Inc (BAM)First Manhattan Co added to a holding in Brookfield Asset Management Inc by 47.95%. The purchase prices were between $22.05 and $45.53, with an estimated average price of $38.6. The stock is now traded at around $32.37. The impact to a portfolio due to this purchase was 1.21%. The holding were 19,416,506 shares as of .
Added: Visa Inc (V)First Manhattan Co added to a holding in Visa Inc by 112.55%. The purchase prices were between $135.74 and $213.31, with an estimated average price of $188.96. The stock is now traded at around $178.78. The impact to a portfolio due to this purchase was 0.5%. The holding were 893,260 shares as of .
Added: Capital One Financial Corp (COF)First Manhattan Co added to a holding in Capital One Financial Corp by 108.00%. The purchase prices were between $42.87 and $106.76, with an estimated average price of $88.63. The stock is now traded at around $58.49. The impact to a portfolio due to this purchase was 0.32%. The holding were 1,855,277 shares as of .
Added: Nike Inc (NKE)First Manhattan Co added to a holding in Nike Inc by 421.68%. The purchase prices were between $62.8 and $104.58, with an estimated average price of $93.5. The stock is now traded at around $88.44. The impact to a portfolio due to this purchase was 0.31%. The holding were 698,129 shares as of .
Added: UnitedHealth Group Inc (UNH)First Manhattan Co added to a holding in UnitedHealth Group Inc by 29.61%. The purchase prices were between $194.86 and $305.31, with an estimated average price of $276.19. The stock is now traded at around $288.77. The impact to a portfolio due to this purchase was 0.28%. The holding were 743,471 shares as of .
Added: Keysight Technologies Inc (KEYS)First Manhattan Co added to a holding in Keysight Technologies Inc by 22716.61%. The purchase prices were between $78.28 and $105.51, with an estimated average price of $95.3. The stock is now traded at around $98.89. The impact to a portfolio due to this purchase was 0.21%. The holding were 384,688 shares as of .
Sold Out: Ulta Beauty Inc (ULTA)First Manhattan Co sold out a holding in Ulta Beauty Inc. The sale prices were between $128.52 and $301.34, with an estimated average price of $250.45.
Sold Out: Pinduoduo Inc (PDD)First Manhattan Co sold out a holding in Pinduoduo Inc. The sale prices were between $31.77 and $41.23, with an estimated average price of $36.58.
Sold Out: Essential Utilities Inc (WTRG)First Manhattan Co sold out a holding in Essential Utilities Inc. The sale prices were between $32.65 and $54.07, with an estimated average price of $47.33.
Sold Out: Menlo Therapeutics Inc (MNLO)First Manhattan Co sold out a holding in Menlo Therapeutics Inc. The sale prices were between $2.18 and $6.94, with an estimated average price of $4.41.
Sold Out: Steelcase Inc (SCS)First Manhattan Co sold out a holding in Steelcase Inc. The sale prices were between $7.33 and $20.46, with an estimated average price of $16.65.
Sold Out: Fastly Inc (FSLY)First Manhattan Co sold out a holding in Fastly Inc. The sale prices were between $11.13 and $25.18, with an estimated average price of $20.75.
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