0001172661-24-003350.txt : 20240814 0001172661-24-003350.hdr.sgml : 20240814 20240813181820 ACCESSION NUMBER: 0001172661-24-003350 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240814 DATE AS OF CHANGE: 20240813 EFFECTIVENESS DATE: 20240814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: FIRST MANHATTAN CO. LLC. CENTRAL INDEX KEY: 0000728083 ORGANIZATION NAME: IRS NUMBER: 131957714 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-01260 FILM NUMBER: 241203487 BUSINESS ADDRESS: STREET 1: 399 PARK AVE CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 2127563300 MAIL ADDRESS: STREET 1: 399 PARK AVE CITY: NEW YORK STATE: NY ZIP: 10022 FORMER COMPANY: FORMER CONFORMED NAME: FIRST MANHATTAN CO DATE OF NAME CHANGE: 19960606 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0000728083 XXXXXXXX 06-30-2024 06-30-2024 false FIRST MANHATTAN CO. LLC.
399 Park Ave New York NY 10022
13F HOLDINGS REPORT 028-01260 000325281 801-12411 N
Jeremy Covino Chief Compliance Officer 212-756-3174 /s/ Jeremy Covino New York NY 08-13-2024 0 669 31181095494
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ISHARES TR CORE S&P TTL STK 464287150 777296 6544 SH SOLE 0 6544 0 ISHARES TR RUS MID CAP ETF 464287499 298861 3686 SH SOLE 0 3686 0 ISHARES TR CORE S&P MCP ETF 464287507 551258 9420 SH SOLE 0 9420 0 ISHARES TR RUS 1000 GRW ETF 464287614 528175 1449 SH SOLE 0 1449 0 ISHARES TR CORE S&P SCP ETF 464287804 3724464 34919 SH SOLE 0 34919 0 ISHARES TR IBONDS DEC24 ETF 46434VBG4 268891 10700 SH SOLE 0 10700 0 ISHARES TR RUSSELL 2000 ETF 464287655 240222 1184 SH SOLE 0 1184 0 ISHARES TR SHRT NAT MUN ETF 464288158 282285 2700 SH SOLE 0 2700 0 ISHARES TR RUS 2000 VAL ETF 464287630 550412 3614 SH SOLE 0 3614 0 ISHARES TR MORNINGSTAR VALU 464288109 381614 5000 SH SOLE 0 5000 0 ISHARES TR MRGSTR MD CP VAL 464288406 522445 7438 SH SOLE 0 7438 0 JACOBS SOLUTIONS INC COM 46982L108 1095047 7838 SH SOLE 0 7838 0 JEFFERIES FINL GROUP INC COM 47233W109 15197198 305410 SH SOLE 0 305410 0 JOHNSON & JOHNSON COM 478160104 143074486 978889 SH SOLE 0 978889 0 JPMORGAN CHASE & CO. 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87043Q108 8304926 275545 SH SOLE 0 275545 0 SYNOPSYS INC COM 871607107 336804 566 SH SOLE 0 566 0 SYSCO CORP COM 871829107 1020163 14290 SH SOLE 0 14290 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 4492339 25767 SH SOLE 0 25767 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 318533238 2048577 SH SOLE 24999 2023578 0 TANGER INC COM 875465106 723159 26675 SH SOLE 0 26675 0 TARGET CORP COM 87612E106 233311 1576 SH SOLE 0 1576 0 TASEKO MINES LTD COM 876511106 245000 100000 SH SOLE 0 100000 0 TD SYNNEX CORPORATION COM 87162W100 207720 1800 SH SOLE 0 1800 0 TE CONNECTIVITY LTD SHS H84989104 379986 2526 SH SOLE 0 2526 0 TEJON RANCH CO COM 879080109 266136 15600 SH SOLE 0 15600 0 TELEDYNE TECHNOLOGIES INC COM 879360105 1550756 3997 SH SOLE 0 3997 0 TESLA INC COM 88160R101 582954 2946 SH SOLE 0 2946 0 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 333125 20500 SH SOLE 0 20500 0 TEXAS INSTRS INC COM 882508104 6458228 33199 SH SOLE 0 33199 0 TEXAS PACIFIC LAND CORPORATI COM 88262P102 248325395 338194 SH SOLE 0 338194 0 TEXTRON INC COM 883203101 283404 3300 SH SOLE 0 3300 0 THE CIGNA GROUP COM 125523100 792376 2397 SH SOLE 0 2397 0 THE REALREAL INC COM 88339P101 35639 11172 SH SOLE 0 11172 0 THERMO FISHER SCIENTIFIC INC COM 883556102 501133678 905632 SH SOLE 2159 903473 0 THOMSON REUTERS CORP. COM 884903808 562619 3338 SH SOLE 0 3338 0 THOR INDS INC COM 885160101 217552 2328 SH SOLE 0 2328 0 TJX COS INC NEW COM 872540109 1926970 17502 SH SOLE 0 17502 0 TMC THE METALS COMPANY INC COM 87261Y106 10263780 7602800 SH SOLE 0 7602800 0 T-MOBILE US INC COM 872590104 4693788 26642 SH SOLE 0 26642 0 TRANE TECHNOLOGIES PLC SHS G8994E103 422346 1284 SH SOLE 0 1284 0 TRANSALTA CORP COM 89346D107 6294402 883617 SH SOLE 0 883617 0 TRANSDIGM GROUP INC COM 893641100 670745 525 SH SOLE 0 525 0 TRAVELERS COMPANIES INC COM 89417E109 8881485 43678 SH SOLE 0 43678 0 TRIMAS CORP COM NEW 896215209 8845217 346057 SH SOLE 0 346057 0 TRINITY PL HLDGS INC COM 89656D101 1713 14640 SH SOLE 0 14640 0 TRUIST FINL CORP COM 89832Q109 447552 11520 SH SOLE 0 11520 0 TRUSTCO BK CORP N Y COM NEW 898349204 415073 14249 SH SOLE 0 14249 0 TYLER TECHNOLOGIES INC COM 902252105 936679 1863 SH SOLE 0 1863 0 UBER TECHNOLOGIES INC COM 90353T100 533253 7337 SH SOLE 0 7337 0 UNILEVER PLC SPON ADR NEW 904767704 882480 16048 SH SOLE 0 16048 0 UNION PAC CORP COM 907818108 26013791 114973 SH SOLE 7765 107208 0 UNITED GUARDIAN INC COM 910571108 152534 17062 SH SOLE 0 17062 0 UNITED PARCEL SERVICE INC CL B 911312106 18821227 137532 SH SOLE 0 137532 0 UNITED RENTALS INC COM 911363109 201400 311 SH SOLE 0 311 0 UNITEDHEALTH GROUP INC COM 91324P102 828001330 1625891 SH SOLE 0 1625891 0 UNITIL CORP COM 913259107 2492653 48130 SH SOLE 0 48130 0 UNIVERSAL STAINLESS & ALLOY COM 913837100 265586 9700 SH SOLE 0 9700 0 UNIVEST FINANCIAL CORPORATIO COM 915271100 291356 12762 SH SOLE 0 12762 0 URBAN EDGE PPTYS COM 91704F104 190555 10317 SH SOLE 0 10317 0 US BANCORP DEL COM NEW 902973304 62996968 1567479 SH SOLE 0 1566037 1442 USCB FINANCIAL HOLDINGS INC CLASS A COM 90355N101 128300 10000 SH SOLE 0 10000 0 VALENS SEMICONDUCTOR LTD ORDINARY SHARES M9607U115 138631 43458 SH SOLE 0 43458 0 VALLEY NATL BANCORP COM 919794107 456580 64398 SH SOLE 0 64398 0 VANECK ETF TRUST AGRIBUSINESS ETF 92189F700 250539 3573 SH SOLE 0 3573 0 VANGUARD ADMIRAL FDS INC SMLCP 600 VAL 921932778 10520755 125033 SH SOLE 0 125033 0 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 201331 603 SH SOLE 0 603 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 437880 5709 SH SOLE 0 5709 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 291658 4048 SH SOLE 0 4048 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 245567041 489262 SH SOLE 36 489226 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 688692 2995 SH SOLE 0 2995 0 VANGUARD INDEX FDS MID CAP ETF 922908629 27319110 112411 SH SOLE 0 112411 0 VANGUARD INDEX FDS VALUE ETF 922908744 4473407 27712 SH SOLE 0 27712 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 6323516 34454 SH SOLE 0 34454 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 10080166 46052 SH SOLE 0 46052 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2528134 9417 SH SOLE 0 9417 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 459982 1836 SH SOLE 0 1836 0 VANGUARD INDEX FDS GROWTH ETF 922908736 874004 2334 SH SOLE 0 2334 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3647921 83362 SH SOLE 13 83349 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 765780 13059 SH SOLE 0 13059 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 629151 5586 SH SOLE 0 5586 0 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 5200852 21066 SH SOLE 0 21066 0 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 1541811 18741 SH SOLE 0 18741 0 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 2613898 33965 SH SOLE 0 33965 0 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 328243 5637 SH SOLE 0 5637 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1144678 14321 SH SOLE 0 14321 0 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 584842 6225 SH SOLE 0 6225 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 28847570 157251 SH SOLE 0 157251 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 1100462 18250 SH SOLE 0 18250 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 9086954 183872 SH SOLE 80 183792 0 VANGUARD WELLINGTON FD US MULTIFACTOR 921935607 1035133 8418 SH SOLE 0 8418 0 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 575652 8400 SH SOLE 0 8400 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 22172507 186952 SH SOLE 0 186952 0 VANGUARD WORLD FD CONSUM STP ETF 92204A207 398300 1947 SH SOLE 0 1947 0 VANGUARD WORLD FD UTILITIES ETF 92204A876 373509 2504 SH SOLE 0 2504 0 VANGUARD WORLD FD HEALTH CAR ETF 92204A504 26311329 98557 SH SOLE 0 98557 0 VANGUARD WORLD FD INF TECH ETF 92204A702 586590 1016 SH SOLE 0 1016 0 VEEVA SYS INC CL A COM 922475108 421106 2301 SH SOLE 0 2301 0 VERALTO CORP COM SHS 92338C103 52665637 551161 SH SOLE 36759 514402 0 VERITEX HLDGS INC COM 923451108 8926448 423255 SH SOLE 100000 323255 0 VERIZON COMMUNICATIONS INC COM 92343V104 2437729 59111 SH SOLE 0 58143 968 VERTEX PHARMACEUTICALS INC COM 92532F100 728860 1555 SH SOLE 0 1555 0 VERTIV HOLDINGS CO COM CL A 92537N108 16358440 188962 SH SOLE 0 188962 0 VIATRIS INC COM 92556V106 113057 10636 SH SOLE 0 10636 0 VILLAGE BK & TR FINL CORP COM NEW 92705T200 305532 6826 SH SOLE 0 6826 0 VIMEO INC COMMON STOCK 92719V100 727954 195162 SH SOLE 0 195162 0 VISA INC COM CL A 92826C839 289700732 1103748 SH SOLE 0 1103748 0 VITESSE ENERGY INC COMMON STOCK 92852X103 622030 26246 SH SOLE 0 26246 0 VORNADO RLTY TR SH BEN INT 929042109 1115669 42437 SH SOLE 0 42437 0 VULCAN MATLS CO COM 929160109 1476413 5937 SH SOLE 0 5937 0 WABTEC COM 929740108 753589 4768 SH SOLE 0 4768 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 833878 68944 SH SOLE 0 68944 0 WALMART INC COM 931142103 9749059 143983 SH SOLE 0 143983 0 WARNER BROS DISCOVERY INC COM SER A 934423104 3858987 518681 SH SOLE 0 518681 0 WASTE MGMT INC DEL COM 94106L109 1583409 7422 SH SOLE 0 7422 0 WEBSTER FINL CORP COM 947890109 383727 8803 SH SOLE 0 8803 0 WELLS FARGO CO NEW PERP PFD CNV A 949746804 21317043 17929 SH SOLE 0 17929 0 WELLS FARGO CO NEW COM 949746101 24450034 411686 SH SOLE 0 410886 800 WESTERN NEW ENG BANCORP INC COM 958892101 106764 15518 SH SOLE 0 15518 0 WILLIAMS COS INC COM 969457100 609450 14340 SH SOLE 0 14340 0 WILLIS TOWERS WATSON PLC LTD SHS G96629103 380327 1446 SH SOLE 0 1446 0 WYNDHAM HOTELS & RESORTS INC COM 98311A105 6143110 83015 SH SOLE 0 83015 0 XPO INC COM 983793100 223552 2106 SH SOLE 0 2106 0 XYLEM INC COM 98419M100 4590557 33846 SH SOLE 0 33846 0 YORK WTR CO COM 987184108 716026 19196 SH SOLE 0 19196 0 YUM BRANDS INC COM 988498101 10450366 78895 SH SOLE 1266 77629 0 ZIMMER BIOMET HOLDINGS INC COM 98956P102 731043 6721 SH SOLE 0 6471 250 ZOETIS INC CL A 98978V103 4185084 24141 SH SOLE 0 24141 0