Fund Update: FIRST MANHATTAN CO. LLC. Just Disclosed New Holdings

FIRST MANHATTAN CO. LLC. just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 2025-05-15 report period. You can see the full portfolio on Sensa Market, and track moves made by other funds.

Per our estimates, the largest stock moves were:

• An increase of 262,836 shares of $UBER (~$19,248,846). This was a increase of ~3342.27% from their previous position.
• An increase of 66,245 shares of $DYH (~$6,842,566). This was a increase of ~2885.24% from their previous position.
• A decrease of 57,323 shares of $LEN (~$7,958,854). This was a increase of ~-89.73% from their previous position.
• A decrease of 12,168 shares of $HSY (~$2,057,271). This was a increase of ~-85.81% from their previous position.
• An increase of 164,986 shares of $APH (~$10,760,725). This was a increase of ~766.24% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Sensa Market's fund page for FIRST MANHATTAN CO. LLC. for more details.