- New Purchases: KKR, LXRX, VBTX, PTVCB, BPR, AIMC, TARO, CTMX, CI, SMHI, AOS, SRPT, ALGN, ATI, ADS, AINV, BTX, BSX, BG, CBRE, CBRL, CDNS, CM, CRI, FTR, COO, CCI, CCK, CYTK, DKS, EIX, EQIX, ESS, F, GWR, GSS, MAYS, MKTX, MT, NGG, NDSN, NUAN, PCAR, PTC, PRGO, PGR, RHT, REG, RIGL, ROST, RCL, SAP, SSW, LUV, TRI, TSS, TSCO, UBSH, VVUS, WTFC, ZION, AER, REED, IBKR, CUR, CARE, FSM, AIV1, AVGO, BSL, SSNC, SANW, AL, MTSI, COOP, SRC, BERY, LOOP, 1WG, IBTX, BURL, O7PA, SHAK, HLI, MSG, HGV, PK, CADE, ZUO, CRNX, AMTB, NIO, FTDR, GTX, LTHM, ETRN, DELL, AMLP, ARKG, ARKW, BKLN, DEM, DIA, DXD, FDL, ICF, IWN, NOBL, RSP, RWX, SDOG, VCIT, XLI,
- Added Positions: KAR, KO, COF, SCI, GNW, BA, CELG, UNH, V, NTRA, ICE, ACN, GOOG, FTV, MNLO, ENB, JPM, KIM, LEN, TMO, PM, LYB, FB, ARMK, AMZN, AZO, CBS, DHI, SXI, DIS, WBC, CARA, VOO, ESGR, MDLZ, NVS, RTN, BRX, STAY, VYM, PLD, ADBE, AFL, A, ALB, ALL, AMT, NLY, ABR, AZPN, ADSK, BBT, BAC, BAX, BDX, BIIB, ANIP, BLK, CTL, CME, CSCO, CTXS, CTSH, CMA, CWBC, CAG, STZ, CLB, GLW, COST, DE, DEO, DUK, ESE, ETN, ECL, EW, EPD, EQR, EXC, NEE, FNF, FLR, FCX, TGNA, GD, GS, DANOY, HCP, HXL, HD, HBP, INFO, ILMN, IR, INTC, INTU, ISRG, JEC, KSS, LLL, LYG, MDC, CLI, MRO, MAR, MMC, MET, MU, MIDD, MHK, MS, MPVD, NVDA, NFLX, ES, NOC, PNC, PPL, PH, FRPH, PBCT, PVH, BKNG, PRU, DGX, BB, ROK, ROP, RY, SEIC, CRM, SNY, SLB, STX, SNN, STT, STI, SYY, TJX, TGT, TEVA, TOT, TYL, UPL, UNP, URI, UBA, VLO, VRTX, VOD, WDFC, WAB, WM, ANTM, WDC, WWE, XOMA, AABA, LEN.B, RDS.B, RVT, MCR, EOI, ETV, CODI, MA, SONA, DAL, DLMV, FRBA, OPBK, ALO, SVM, WKHS, DG, IRWD, TRGP, FRC, HCA, MPC, SAND, IMV, FBHS, XYL, ANGI, WP, FANG, NRZ, TWTR, LE, SERV, ACB, OEC, UBPPG.PFD, PMHG, GCI, CRON, SNAP, FPH, CARS, KNSA, ELAN, EFG, GLD, IJR, PFF, QQQ, SDY, VB, VBK, VEA, VHT, VIG, VIS, VOT, VT, VTI, VTV, VUG, VWO,
- Reduced Positions: RBGPF, FDX, BUD, ALKS, PPG, MDT, KMX, ESI, VNDA, KMB, BAM, MO, AAPL, JEF, PFE, ASND, CMCSA, JNJ, GRA, OPK, CNCE, ITB, CVS, OMC, SPB, AIG, BTI, CBZ, GILD, NSRGY, WFC, TRS, TEL, ULTA, AXP, C, CLX, COP, DHR, XOM, NWL, ORCL, PG, RHI, XPO, RBGLY, MOMO, MTCH, CB, T, APD, Y, ARLP, DOX, UHAL, ABC, ARWR, ABG, CSU, DWDP, ESV, IBM, K, LOW, MCD, MTX, ORI, NTR, PBH, PSA, SFE, SRE, SNA, USB, UPS, EBAY, WU, SPR, TAST, DISCK, DNKN, ENTA, COTY, AGFS, FWONK, AVNS, LBRDK, ENR, LILAK, KHC, CSWI, LSXMA, LSXMK, CDEV, ALE, AZZ, ATU, AEM, HES, AEE, ANAT, ARC, AMSC, AMP, APC, ADI, ATR, ARW, ARTNA, AXS, BHP, BP, BRT, BOH, BK, BECN, BSTC, BDN, BRKL, BPL, CMS, CSS, CPT, CCJ, CSWC, CAT, FUN, ADMP, CAR, CHFC, CHMG, CHK, CIEN, XEC, TPR, CMC, CVGI, ED, CWCO, CMI, XRAY, DISCA, D, DMLP, LCII, EOG, LLY, EMR, ECA, ETM, FNB, FARM, FHN, BEN, GE, GIS, GTY, HRB, HSBC, HAL, HNGR, HSC, HIG, HAS, HIW, HUN, ING, IDA, IDTI, IFF, IP, SJM, JCI, KSU, KEP, LH, LAMR, LEG, LBTYA, LGF.B, LMT, MAC, MIC, MAN, MLM, MKC, MRK, MCY, VIVO, MCHP, MAA, MSEX, MSA, MCO, MLI, NCR, NNBR, NOV, NP, NGD, NXST, NI, NKE, NE, NOK, NTRS, NWE, ORLY, OGE, OIS, OLP, OTTR, GLT, PMBC, PRK, PAYX, PEP, PBI, PCH, LIN, PFS, STL, PEG, QCOM, RRC, O, SSB, SJW, SJT, BFS, SPG, AOBC, SO, SWN, SPAR, TRV, SWK, SBUX, SYK, SU, SKT, TTEC, TWI, TR, TRST, UN, UVSP, VFC, VZ, VIAB, VNO, WPC, WBA, GHC, AGN, WFT, EVRG, WNEB, WY, WHR, YUM, IRBT, SENEA, L, CEF, DNP, GAM, TSI, HYB, RQI, CSQ, POR, QRTEA, MWA, LBTYK, TOO, HSBCPA, CNK, BX, DFS, TYPE, AWK, FLY, AREX, BEP, DGEAF, BDRFF, CWBK, LOGM, WFCPL.PFD, NVGS, DDEJF, GM, SAVE, MOS, GWRE, PBYI, PSX, CG, GLIBA, PNR, FWONA, ZTS, BPY, IQV, MNK, CDW, NWSA, IRT, SAIC, HLT, NWHM, CGC, JD, DNOW, VRTV, BABA, TERP, OTIC, FOMX, CFG, LBRDA, UNIT, HZN, CC, LILA, NIHD, FDC, FCPT, BBU, VSM, ASIX, ADNT, YUMC, RARX, AA, LW, OBSV, JBGS, BHF, LOV, MRBK, BILI, EAF, NVT, REZI, DVY, EFA, EZU, IEMG, IJH, IUSV, IVV, IYE, LQD, RXL, SIL, SPY, TIP, VNQ, VTWO, XLK,
- Sold Out: MMM, ABT, ABBV, ANIK, DERM, FOXA, FCOB, BMY, GNBC, BRS, AKBA, DNB, CGN, SCD, CQP, 55O1, KL, WES, ETG, ARRJ, TOCB, GLUU, AQN, OHRP, GS51, VIU1, CLNY, MLNT, IEFA, SMTA, AXSM, 07WA, AGG, AST, ZFGN, CVEO, OUT, 21S1, FPF, EGL, PDI, OAK, YELP, MUB, PNF, PFL, LRCX, LKQ, JCP, GME, FLEX, CUZ, CYH, LNG, CRNT, BRKS, EAT, BIG, AVY, ATTU, AFG, ANCX, LAZ, MXIM, NZF, JPC, PDT, HQH, APF, WWD, VSAT, VVC, DLHC, TROW, WPM, RSG, OMI, NXTM, NFX, MUFG, ABB,
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) - 14,328 shares, 24.94% of the total portfolio. Shares reduced by 0.58%
- Microsoft Corp (MSFT) - 5,928,289 shares, 4.04% of the total portfolio. Shares added by 1.00%
- Brookfield Asset Management Inc (BAM) - 13,770,713 shares, 3.71% of the total portfolio. Shares reduced by 2.07%
- Apple Inc (AAPL) - 3,144,040 shares, 3.45% of the total portfolio. Shares reduced by 1.96%
- Berkshire Hathaway Inc (BRK.B) - 2,464,641 shares, 2.86% of the total portfolio. Shares reduced by 0.26%
First Manhattan Co initiated holding in KKR & Co Inc. The purchase prices were between $18.71 and $24.52, with an estimated average price of $22.73. The stock is now traded at around $23.34. The impact to a portfolio due to this purchase was 0.77%. The holding were 5,637,351 shares as of .
New Purchase: Lexicon Pharmaceuticals Inc (LXRX)First Manhattan Co initiated holding in Lexicon Pharmaceuticals Inc. The purchase prices were between $4.36 and $7.94, with an estimated average price of $6.1. The stock is now traded at around $6.07. The impact to a portfolio due to this purchase was 0.09%. The holding were 2,748,586 shares as of .
New Purchase: Veritex Holdings Inc (VBTX)First Manhattan Co initiated holding in Veritex Holdings Inc. The purchase prices were between $21.38 and $28.33, with an estimated average price of $25.25. The stock is now traded at around $25.91. The impact to a portfolio due to this purchase was 0.07%. The holding were 525,291 shares as of .
New Purchase: Brookfield Property REIT Inc (BPR)First Manhattan Co initiated holding in Brookfield Property REIT Inc. The purchase prices were between $16.09 and $20.71, with an estimated average price of $18.91. The stock is now traded at around $20.93. The impact to a portfolio due to this purchase was 0.04%. The holding were 343,441 shares as of .
New Purchase: Protective Insurance Corp (PTVCB)First Manhattan Co initiated holding in Protective Insurance Corp. The purchase prices were between $16.4 and $23.06, with an estimated average price of $19.41. The stock is now traded at around $17.05. The impact to a portfolio due to this purchase was 0.04%. The holding were 334,682 shares as of .
New Purchase: Altra Industrial Motion Corp (AIMC)First Manhattan Co initiated holding in Altra Industrial Motion Corp. The purchase prices were between $25.12 and $33.87, with an estimated average price of $30.24. The stock is now traded at around $32.76. The impact to a portfolio due to this purchase was 0.03%. The holding were 177,585 shares as of .
Added: KAR Auction Services Inc (KAR)First Manhattan Co added to a holding in KAR Auction Services Inc by 63.47%. The purchase prices were between $45.62 and $54.51, with an estimated average price of $49.89. The stock is now traded at around $53.45. The impact to a portfolio due to this purchase was 0.38%. The holding were 3,261,519 shares as of .
Added: Coca-Cola Co (KO)First Manhattan Co added to a holding in Coca-Cola Co by 113.64%. The purchase prices were between $44.69 and $49.79, with an estimated average price of $46.77. The stock is now traded at around $46.74. The impact to a portfolio due to this purchase was 0.33%. The holding were 2,271,370 shares as of .
Added: Capital One Financial Corp (COF)First Manhattan Co added to a holding in Capital One Financial Corp by 41.38%. The purchase prices were between $75.59 and $84.97, with an estimated average price of $81.25. The stock is now traded at around $87.83. The impact to a portfolio due to this purchase was 0.13%. The holding were 944,974 shares as of .
Added: Genworth Financial Inc (GNW)First Manhattan Co added to a holding in Genworth Financial Inc by 90.23%. The purchase prices were between $3.6 and $5.01, with an estimated average price of $4.4. The stock is now traded at around $3.88. The impact to a portfolio due to this purchase was 0.09%. The holding were 8,645,207 shares as of .
Added: Celgene Corp (CELG)First Manhattan Co added to a holding in Celgene Corp by 144.45%. The purchase prices were between $64.09 and $94.34, with an estimated average price of $87.12. The stock is now traded at around $94.14. The impact to a portfolio due to this purchase was 0.07%. The holding were 215,857 shares as of .
Added: Boeing Co (BA)First Manhattan Co added to a holding in Boeing Co by 265.75%. The purchase prices were between $310.9 and $440.62, with an estimated average price of $384.16. The stock is now traded at around $378.53. The impact to a portfolio due to this purchase was 0.07%. The holding were 44,603 shares as of .
Sold Out: 3M Co (MMM)First Manhattan Co sold out a holding in 3M Co. The sale prices were between $183.76 and $210.58, with an estimated average price of $201.21.
Sold Out: Abbott Laboratories (ABT)First Manhattan Co sold out a holding in Abbott Laboratories. The sale prices were between $66.22 and $80.06, with an estimated average price of $74.34.
Sold Out: AbbVie Inc (ABBV)First Manhattan Co sold out a holding in AbbVie Inc. The sale prices were between $77.14 and $92.19, with an estimated average price of $82.08.
Sold Out: Anika Therapeutics Inc (ANIK)First Manhattan Co sold out a holding in Anika Therapeutics Inc. The sale prices were between $29.37 and $40.49, with an estimated average price of $34.34.
Sold Out: Fox Corp (FOXA)First Manhattan Co sold out a holding in Fox Corp. The sale prices were between $34.63 and $49.69, with an estimated average price of $36.46.
Sold Out: Dermira Inc (DERM)First Manhattan Co sold out a holding in Dermira Inc. The sale prices were between $6.19 and $14.13, with an estimated average price of $8.29.
Reduced: Reckitt Benckiser Group PLC (RBGPF)First Manhattan Co reduced to a holding in Reckitt Benckiser Group PLC by 32.76%. The sale prices were between $74 and $84.19, with an estimated average price of $78.44. The stock is now traded at around $76.75. The impact to a portfolio due to this sale was -0.47%. First Manhattan Co still held 2,028,589 shares as of .
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