First Manhattan Co. Robert Gottesman
Top positions activity
Value History
Quarterly report: Q4 2024
Total portfolio value: $34.1B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 10.1B 29.57% | 14.8K | +112 ↑0.76% | |
|
MSFT
|
Microsoft Corporation | 1.9B 5.49% | 4.4M | -45.6K ↓1.02% | |
|
AAPL
|
Apple Inc | 1.6B 4.8% | 6.5M | -142.8K ↓2.14% | |
|
KKR
|
KKR & Co. Inc. | 1.2B 3.66% | 8.4M | -299.9K ↓3.45% | |
|
GOOG
|
Alphabet Inc - Class C | 1.0B 3.02% | 5.4M | -14.3K ↓0.26% | |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 868.7M 2.54% | 1.9M | -39.2K ↓2.02% | |
|
ORCL
|
Oracle Corp. | 855.4M 2.5% | 5.1M | -140.4K ↓2.68% | |
|
AZO
|
Autozone Inc. | 829.5M 2.43% | 258.3K | -624 ↓0.24% | |
|
UNH
|
Unitedhealth Group Inc | 770.6M 2.26% | 1.5M | -34.4K ↓2.21% | |
|
AVGO
|
Broadcom Inc | 540.3M 1.58% | 2.3M | -23.8K ↓1.02% | |
|
CRM
|
Salesforce.Com Inc | 527.8M 1.54% | 1.6M | +15.9K ↑1.03% | |
|
AMAT
|
Applied Materials Inc. | 467.4M 1.37% | 2.9M | +252.2K ↑9.66% | |
|
TMO
|
Thermo Fisher Scientific Inc. | 464.0M 1.36% | 891.3K | +5.0K ↑0.56% | |
|
DHR
|
Danaher Corp. | 437.9M 1.28% | 1.9M | -23.5K ↓1.22% | |
|
TTWO
|
Take-Two Interactive Software, Inc. | 417.7M 1.22% | 2.3M | +115.9K ↑5.43% | |
|
V
|
Visa Inc - Class A | 399.5M 1.17% | 1.3M | +5.7K ↑0.46% | |
|
TPL
|
Texas Pacific Land Corporation | 373.8M 1.09% | 338.0K | -12 ↓0.00% | |
|
GOOGL
|
Alphabet Inc - Class A | 370.4M 1.08% | 1.9M | +8.5K ↑0.44% | |
|
LOW
|
Lowe`s Cos., Inc. | 350.0M 1.02% | 1.4M | +5.7K ↑0.41% | |
|
HON
|
Honeywell International Inc | 316.1M 0.92% | 1.4M | +8.0K ↑0.58% | |
|
SPGI
|
S&P Global Inc | 315.9M 0.92% | 629.9K | -4.7K ↓0.75% | |
|
ASML
|
ASML Holding NV - New York Shares | 307.4M 0.9% | 439.9K | +163.9K ↑59.41% | |
|
AMZN
|
Amazon.com Inc. | 281.5M 0.82% | 1.3M | -1.0K ↓0.08% | |
|
VOO
|
Vanguard Group, Inc. - Vanguard S&P 500 ETF | 262.8M 0.77% | 487.8K | +4.8K ↑1.00% | |
|
ACN
|
Accenture plc - Class A | 236.9M 0.69% | 673.4K | -30.3K ↓4.31% | |
|
ORLY
|
O`Reilly Automotive, Inc. | 229.4M 0.67% | 190.0K | -4.7K ↓2.41% | |
|
PM
|
Philip Morris International Inc | 228.7M 0.67% | 1.9M | +37.5K ↑2.04% | |
|
CPRT
|
Copart, Inc. | 223.9M 0.65% | 3.9M | -24.3K ↓0.62% | |
|
NVDA
|
NVIDIA Corp | 221.8M 0.65% | 1.6M | +345.5K ↑26.55% | |
|
MCD
|
McDonald`s Corp | 190.1M 0.55% | 654.5K | -9.6K ↓1.45% | |
|
ICE
|
Intercontinental Exchange Inc | 170.8M 0.5% | 1.1M | +123.3K ↑12.07% |
Sold Out Positions
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES |
|---|---|---|---|---|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|