FIRST MANHATTAN CO. LLC.
•CIK: 728083•Filing: Q4 2025
FIRST Manhattan Co. LLC, led by the renowned hedge fund manager Mario Gabelli, maintains a concentrated portfolio with a significant 27.9% allocation to Berkshire Hathaway, reflecting its value-oriented, long-term investment strategy. Recently, the fund has made notable moves by adding Charter Communications with a 1015% increase and Brixmor Property Group with an 891% increase, while exiting positions in Nustar Energy and Noblis.
Total AUM
$38.1B
QoQ Performance
+0.6%
Positions
626
Top 10 Concentration
56.6%
Latest Filing
Q4 2025
Top Holdings Allocation
BRK/A
MSFT
BRK/A27.9%
MSFT5.5%
AAPL3.7%
GOOG3.5%
KKR2.9%
BN2.9%
BRK/B2.4%
AZO2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Financial37.4%
Other26.7%
Technology22.6%
Healthcare5.1%
Consumer3.9%
Industrial1.7%
ETF0.8%
Materials0.8%
🚪 Exited Positionssold since Q3 2025
+511 more exited positions
Changes from Q3 2025
NEW2 new positions
↑86 increased
↓108 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023