First Manhattan Co. Robert Gottesman

Top positions activity

Value History

Quarterly report: Q3 2023

Total portfolio value: $27.1T
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
BRK.A
Berkshire Hathaway Inc. - Class A 9.0T 33.18% 16.9K -7 ↓0.04%
MSFT
Microsoft Corporation 1.5T 5.49% 4.7M -209.3K ↓4.24%
AAPL
Apple Inc 1.3T 4.66% 7.4M -657.9K ↓8.16%
UNH
Unitedhealth Group Inc 888.6B 3.28% 1.8M +47.2K ↑2.74%
GOOG
Alphabet Inc - Class C 747.5B 2.75% 5.7M +116.5K ↑2.09%
BRK.B
Berkshire Hathaway Inc. - Class B 719.6B 2.65% 2.1M -39.8K ↓1.90%
AZO
Autozone Inc. 654.2B 2.41% 257.6K +6.8K ↑2.70%
KKR
KKR & Co. Inc. 557.8B 2.05% 9.1M +419.2K ↑4.80%
ORCL
Oracle Corp. 540.9B 1.99% 5.1M +205.3K ↑4.16%
DHR
Danaher Corp. 537.3B 1.98% 2.2M -9.3K ↓0.43%
TMO
Thermo Fisher Scientific Inc. 514.7B 1.9% 1.0M +58.7K ↑6.11%
HON
Honeywell International Inc 268.4B 0.99% 1.5M +23.8K ↑1.64%
TPL
Texas Pacific Land Corporation 260.8B 0.96% 143.0K -35 ↓0.02%
LOW
Lowe`s Cos., Inc. 259.9B 0.95% 1.3M +14.0K ↑1.12%
V
Visa Inc - Class A 258.7B 0.95% 1.1M -40.1K ↓3.44%
SPGI
S&P Global Inc 239.6B 0.88% 658.9K -30.9K ↓4.48%
ACN
Accenture plc - Class A 232.4B 0.85% 756.8K -13.1K ↓1.70%
GOOGL
Alphabet Inc - Class A 225.3B 0.83% 1.7M +3.5K ↑0.21%
CMCSA
Comcast Corp - Class A 198.6B 0.73% 4.5M -184.2K ↓3.94%
ORLY
O`Reilly Automotive, Inc. 190.7B 0.7% 213.9K -12.0K ↓5.33%
AMZN
Amazon.com Inc. 180.3B 0.66% 1.4M -46.6K ↓3.18%
CPRT
Copart, Inc. 180.0B 0.66% 4.2M +2.5M ↑144.35%
PM
Philip Morris International Inc 177.0B 0.65% 1.9M +34.0K ↑1.81%
KEYS
Keysight Technologies Inc 174.7B 0.64% 1.3M +301.8K ↑29.42%
JNJ
Johnson & Johnson 173.2B 0.63% 1.1M -116.7K ↓9.50%
ICE
Intercontinental Exchange Inc 172.3B 0.63% 1.6M -92.8K ↓5.59%
MCD
McDonald`s Corp 167.0B 0.61% 642.4K +47.1K ↑7.91%
MDLZ
Mondelez International Inc. - Class A 157.7B 0.58% 2.3M +82.9K ↑3.78%
ENTG
Entegris Inc 153.3B 0.56% 1.7M -11.4K ↓0.68%
ASML
ASML Holding NV - New York Shares 149.9B 0.55% 254.6K +40.9K ↑19.12%
NKE
Nike, Inc. - Class B 143.7B 0.53% 1.5M -35.4K ↓2.30%
MTCH
Match Group Inc. - New 138.9B 0.51% 3.5M +2.8M ↑373.58%
NEE
NextEra Energy Inc 137.7B 0.5% 2.4M +290.0K ↑13.72%
VOO
Vanguard Group, Inc. - Vanguard S&P 500 ETF 137.4B 0.5% 349.8K +183.6K ↑110.41%
Sold Out Positions
TICKER CORP NAME VALUE($) SHARES +/- SHARES
ATVI
Activision Blizzard Inc 177.6B 0.65% 2.2M Sold Out
AMT
American Tower Corp. 137.4B 0.5% 708.6K Sold Out