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
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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
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