First Manhattan Co. Robert Gottesman
Top positions activity
Value History
Quarterly report: Q1 2024
Total portfolio value: $30.9B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 9.7B 31.47% | 15.3K | -1.8K ↓10.61% | |
|
MSFT
|
Microsoft Corporation | 1.9B 6.23% | 4.6M | -78.9K ↓1.70% | |
|
AAPL
|
Apple Inc | 1.2B 3.83% | 6.9M | -217.3K ↓3.05% | |
|
KKR
|
KKR & Co. Inc. | 917.8M 2.97% | 9.1M | -225.3K ↓2.41% | |
|
GOOG
|
Alphabet Inc - Class C | 851.3M 2.75% | 5.6M | -39.7K ↓0.71% | |
|
UNH
|
Unitedhealth Group Inc | 846.8M 2.74% | 1.7M | -13.9K ↓0.81% | |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 832.2M 2.69% | 2.0M | -46.0K ↓2.27% | |
|
AZO
|
Autozone Inc. | 807.5M 2.61% | 256.2K | -275 ↓0.11% | |
|
ORCL
|
Oracle Corp. | 679.3M 2.2% | 5.4M | +112.9K ↑2.13% | |
|
TMO
|
Thermo Fisher Scientific Inc. | 530.9M 1.72% | 913.5K | -4.3K ↓0.47% | |
|
DHR
|
Danaher Corp. | 526.1M 1.7% | 2.1M | -46.5K ↓2.16% | |
|
LOW
|
Lowe`s Cos., Inc. | 344.5M 1.11% | 1.4M | +5.0K ↑0.37% | |
|
V
|
Visa Inc - Class A | 307.3M 0.99% | 1.1M | -1.0K ↓0.09% | |
|
AVGO
|
Broadcom Inc | 306.0M 0.99% | 230.9K | +22.0K ↑10.55% | |
|
HON
|
Honeywell International Inc | 305.8M 0.99% | 1.5M | +32.1K ↑2.20% | |
|
GOOGL
|
Alphabet Inc - Class A | 284.2M 0.92% | 1.9M | +144.6K ↑8.32% | |
|
SPGI
|
S&P Global Inc | 276.7M 0.89% | 650.3K | -677 ↓0.10% | |
|
AMAT
|
Applied Materials Inc. | 264.7M 0.85% | 1.3M | +1.3M ↑6626.95% | |
|
ASML
|
ASML Holding NV - New York Shares | 257.1M 0.83% | 265.0K | -434 ↓0.16% | |
|
ACN
|
Accenture plc - Class A | 252.1M 0.81% | 727.2K | -17.6K ↓2.37% | |
|
TPL
|
Texas Pacific Land Corporation | 247.5M 0.8% | 427.9K | +285.1K ↑199.69% | |
|
CPRT
|
Copart, Inc. | 242.5M 0.78% | 4.2M | +64.9K ↑1.57% | |
|
AMZN
|
Amazon.com Inc. | 241.1M 0.78% | 1.3M | -29.9K ↓2.19% | |
|
ORLY
|
O`Reilly Automotive, Inc. | 228.5M 0.74% | 202.4K | -8.2K ↓3.89% | |
|
TTWO
|
Take-Two Interactive Software, Inc. | 222.7M 0.72% | 1.5M | +1.2M ↑417.01% | |
|
VOO
|
Vanguard Group, Inc. - Vanguard S&P 500 ETF | 219.8M 0.71% | 457.3K | +59.2K ↑14.86% | |
|
KEYS
|
Keysight Technologies Inc | 199.8M 0.64% | 1.3M | -40.8K ↓3.10% | |
|
CMCSA
|
Comcast Corp - Class A | 192.9M 0.62% | 4.5M | +20.8K ↑0.47% | |
|
MCD
|
McDonald`s Corp | 188.1M 0.6% | 667.3K | +20.9K ↑3.24% | |
|
PM
|
Philip Morris International Inc | 173.7M 0.56% | 1.9M | +592 ↑0.03% | |
|
MDLZ
|
Mondelez International Inc. - Class A | 170.7M 0.55% | 2.4M | +178.7K ↑7.91% | |
|
ICE
|
Intercontinental Exchange Inc | 169.1M 0.54% | 1.2M | -75.6K ↓5.79% | |
|
MKL
|
Markel Corp | 167.5M 0.54% | 110.1K | +34.9K ↑46.37% | |
|
JNJ
|
Johnson & Johnson | 157.4M 0.51% | 995.0K | -64.0K ↓6.04% |
Sold Out Positions
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