Jeremy Covino
First Manhattan Co. Llc.
Assets Managed
$36.062B
Holdings
753
Last Quarter
2026 - Q1
Filed Date
1mo 2d ago
Growth Rate
-5.31%(2Q avg: -2.36%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in First Manhattan Co. Llc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 753 positions.
Assets under management
The assets under management (AUM) of First Manhattan Co. Llc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 36.062B in assets, with a quarterly growth rate of -5.31% and a 2-quarter average growth rate of -2.36%. The portfolio is managed by Jeremy Covino, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
BRK.A Berkshire Hathaway Inc-cl A
| 27.82% | $10.032B 13,969 shares@ $718140.0 avg price | Decreased -0.76% |
MSFT Microsoft Corp
| 4.49% | $1.618B 4.371M shares@ $370.17 avg price | Increased 0.31% |
AAPL Apple Inc
| 3.54% | $1.273B 5.016M shares@ $253.8 avg price | Decreased -3.03% |
GOOG Alphabet Inc-cl C
| 3.23% | $1.162B 4.052M shares@ $286.87 avg price | Decreased -3.32% |
ASML Asml Holding Nv-ny Reg Shs
| 2.77% | $996.371M 754,352 shares@ $1320.83 avg price | Decreased -4.78% |
BN Brookfield Corp
| 2.61% | $939.996M 23.266M shares@ $40.41 avg price | Decreased -2.22% |
AZO Autozone Inc
| 2.46% | $884.353M 261,815 shares@ $3377.79 avg price | Increased 0.2% |
KKR Kkr & Co Inc
| 2.41% | $868.96M 9.394M shares@ $92.5 avg price | Increased 9.28% |
BRK.B Berkshire Hathaway Inc-cl B
| 2.4% | $864.285M 1.804M shares@ $479.2 avg price | Decreased -2.74% |
AMZN Amazon.com Inc
| 1.88% | $677.941M 3.255M shares@ $208.27 avg price | Increased 52.6% |
1-10 of 753