First Manhattan Co. Robert Gottesman
Top positions activity
Value History
Quarterly report: Q4 2023
Total portfolio value: $28.8B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 9.3B 32.24% | 17.1K | +211 ↑1.25% | |
|
MSFT
|
Microsoft Corporation | 1.7B 6.04% | 4.7M | -75.0K ↓1.59% | |
|
AAPL
|
Apple Inc | 1.4B 4.74% | 7.1M | -280.6K ↓3.79% | |
|
UNH
|
Unitedhealth Group Inc | 904.3M 3.13% | 1.7M | -44.8K ↓2.53% | |
|
GOOG
|
Alphabet Inc - Class C | 790.9M 2.74% | 5.6M | -57.3K ↓1.01% | |
|
KKR
|
KKR & Co. Inc. | 766.6M 2.65% | 9.3M | +200.9K ↑2.20% | |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 722.2M 2.5% | 2.0M | -29.3K ↓1.43% | |
|
AZO
|
Autozone Inc. | 663.2M 2.3% | 256.5K | -1.0K ↓0.41% | |
|
ORCL
|
Oracle Corp. | 555.5M 1.92% | 5.3M | +153.4K ↑2.98% | |
|
DHR
|
Danaher Corp. | 498.1M 1.72% | 2.2M | -13.6K ↓0.63% | |
|
TMO
|
Thermo Fisher Scientific Inc. | 485.1M 1.68% | 917.8K | -102.6K ↓10.06% | |
|
HON
|
Honeywell International Inc | 305.7M 1.06% | 1.5M | -12.7K ↓0.86% | |
|
LOW
|
Lowe`s Cos., Inc. | 296.0M 1.02% | 1.3M | +85.0K ↑6.73% | |
|
V
|
Visa Inc - Class A | 286.9M 0.99% | 1.1M | -23.2K ↓2.07% | |
|
SPGI
|
S&P Global Inc | 284.4M 0.98% | 651.0K | -7.9K ↓1.19% | |
|
ACN
|
Accenture plc - Class A | 261.4M 0.9% | 744.8K | -12.0K ↓1.58% | |
|
GOOGL
|
Alphabet Inc - Class A | 241.4M 0.83% | 1.7M | +11.3K ↑0.65% | |
|
AVGO
|
Broadcom Inc | 232.6M 0.8% | 208.8K | +84.3K ↑67.65% | |
|
TPL
|
Texas Pacific Land Corporation | 224.5M 0.77% | 142.8K | -217 ↓0.15% | |
|
AMZN
|
Amazon.com Inc. | 207.7M 0.72% | 1.4M | -51.4K ↓3.63% | |
|
KEYS
|
Keysight Technologies Inc | 206.9M 0.71% | 1.3M | -9.4K ↓0.71% | |
|
CPRT
|
Copart, Inc. | 202.0M 0.7% | 4.1M | -53.9K ↓1.29% | |
|
ASML
|
ASML Holding NV - New York Shares | 200.9M 0.69% | 265.4K | +10.8K ↑4.23% | |
|
ORLY
|
O`Reilly Automotive, Inc. | 196.2M 0.68% | 210.6K | -3.3K ↓1.56% | |
|
CMCSA
|
Comcast Corp - Class A | 194.1M 0.67% | 4.4M | -59.9K ↓1.34% | |
|
MCD
|
McDonald`s Corp | 188.1M 0.65% | 646.4K | +4.0K ↑0.62% | |
|
PM
|
Philip Morris International Inc | 178.3M 0.61% | 1.9M | -16.7K ↓0.87% | |
|
VOO
|
Vanguard Group, Inc. - Vanguard S&P 500 ETF | 173.9M 0.6% | 398.1K | +48.3K ↑13.80% | |
|
ICE
|
Intercontinental Exchange Inc | 167.7M 0.58% | 1.3M | -259.6K ↓16.58% | |
|
JNJ
|
Johnson & Johnson | 166.0M 0.57% | 1.1M | -52.9K ↓4.76% | |
|
MDLZ
|
Mondelez International Inc. - Class A | 163.7M 0.56% | 2.3M | -12.5K ↓0.55% | |
|
ENTG
|
Entegris Inc | 149.1M 0.51% | 1.3M | -387.2K ↓23.39% |
Sold Out Positions
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