First Manhattan Co. Robert Gottesman
Top positions activity
Value History
Quarterly report: Q4 2025
Total portfolio value: $38.1B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 10.6B 27.89% | 14.1K | -581 ↓3.96% | |
|
MSFT
|
Microsoft Corporation | 2.1B 5.53% | 4.4M | -6.6K ↓0.15% | |
|
AAPL
|
Apple Inc | 1.4B 3.69% | 5.2M | -89.8K ↓1.71% | |
|
GOOG
|
Alphabet Inc - Class C | 1.3B 3.45% | 4.2M | -85.1K ↓1.99% | |
|
KKR
|
KKR & Co. Inc. | 1.1B 2.87% | 8.6M | +67.4K ↑0.79% | |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 932.2M 2.44% | 1.9M | -15.9K ↓0.85% | |
|
AZO
|
Autozone Inc. | 886.2M 2.32% | 261.3K | +6.8K ↑2.66% | |
|
ASML
|
ASML Holding NV - New York Shares | 847.6M 2.22% | 792.3K | -5.3K ↓0.67% | |
|
ORCL
|
Oracle Corp. | 776.2M 2.03% | 4.0M | -103.3K ↓2.53% | |
|
AVGO
|
Broadcom Inc | 765.3M 2% | 2.2M | -23.4K ↓1.05% | |
|
CRM
|
Salesforce.Com Inc | 707.7M 1.85% | 2.7M | +437.3K ↑19.61% | |
|
DHR
|
Danaher Corp. | 529.4M 1.39% | 2.3M | -6.2K ↓0.27% | |
|
GOOGL
|
Alphabet Inc - Class A | 501.6M 1.31% | 1.6M | -54.3K ↓3.28% | |
|
AMZN
|
Amazon.com Inc. | 492.4M 1.29% | 2.1M | +50.3K ↑2.41% | |
|
AMAT
|
Applied Materials Inc. | 484.5M 1.27% | 1.9M | -143.9K ↓7.09% | |
|
V
|
Visa Inc - Class A | 455.7M 1.19% | 1.3M | +11.4K ↑0.89% | |
|
UNH
|
Unitedhealth Group Inc | 446.8M 1.17% | 1.4M | +20.5K ↑1.54% | |
|
TMO
|
Thermo Fisher Scientific Inc. | 445.8M 1.17% | 768.9K | -6.3K ↓0.81% | |
|
TTWO
|
Take-Two Interactive Software, Inc. | 431.4M 1.13% | 1.7M | -220.0K ↓11.55% | |
|
NVDA
|
NVIDIA Corp | 379.1M 0.99% | 2.0M | +11.8K ↑0.58% | |
|
HON
|
Honeywell International Inc | 372.6M 0.97% | 1.9M | +85.4K ↑4.68% | |
|
SNPS
|
Synopsys, Inc. | 368.5M 0.96% | 784.6K | +103.6K ↑15.21% | |
|
LOW
|
Lowe`s Cos., Inc. | 361.3M 0.94% | 1.5M | +20.1K ↑1.36% | |
|
SPGI
|
S&P Global Inc | 331.8M 0.87% | 634.8K | +16.3K ↑2.64% | |
|
PM
|
Philip Morris International Inc | 293.3M 0.76% | 1.8M | +20.9K ↑1.17% | |
|
TPL
|
Texas Pacific Land Corporation | 291.1M 0.76% | 1.0M | +675.7K ↑200.09% | |
|
VOO
|
Vanguard Group, Inc. - Vanguard S&P 500 ETF | 264.5M 0.69% | 421.7K | -53.6K ↓11.28% | |
|
KNSL
|
Kinsale Capital Group Inc | 240.4M 0.63% | 614.6K | +100.6K ↑19.57% | |
|
ALLY
|
Ally Financial Inc | 212.5M 0.55% | 4.7M | +5.0K ↑0.11% | |
|
ORLY
|
O`Reilly Automotive, Inc. | 208.4M 0.54% | 2.3M | -8.4K ↓0.36% |
Sold Out Positions
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