FIRST MANHATTAN CO Information

399 PARK AVE, NEW YORK, New York, 10022, (212) 756-3300

Report Date: 12/31/2013

Position Statistics

Total Positions 1,455
New Positions 48
Increased Positions 284
Decreased Positions 409
Positions with Activity 693
Sold Out Positions 54
Total Mkt Value (in $ millions) 14,947

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 3.71%
Capital Goods 4.17%
Conglomerates 0.22%
Consumer Cyclical 2.18%
Consumer/Non-Cyclical 5.25%
Energy 7.96%
Financial 37.85%
Healthcare 8.47%
Services 16.87%
Technology 8.9%
Transportation 0.79%
Utilities 3.55%

409 DECREASED Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BERKSHIRE HATHAWAY INC DEL CL A 3,169,058 -197,198 (5.86) 17,340
CVS CAREMARK CORPORATION COM 337,963 -5,932 (1.73) 4,656,417
RANGE RES CORP COM 327,517 -2,967 (0.9) 3,725,176
BERKSHIRE HATHAWAY INC DEL CL B NEW 296,737 -108 (0.04) 2,438,265
MICROSOFT CORP COM 292,774 -8,959 (2.97) 7,467,018
JOHNSON & JOHNSON COM 256,581 -4,924 (1.88) 2,648,716
UNITED TECHNOLOGIES CORP COM 228,853 -1,378 (0.6) 2,008,719
AMERICAN INTL GROUP INC COM NEW 219,024 -3,110 (1.4) 4,433,691
DISCOVERY COMMUNICATNS NEW COM SER C 215,337 -2,072 (0.95) 2,956,702
CONOCOPHILLIPS COM 209,345 -1,842 (0.87) 2,953,925
AMEREN CORP COM 206,922 -6,654 (3.12) 5,109,187
INTERNATIONAL BUSINESS MACHS COM 193,332 -31,768 (14.11) 990,482
LEUCADIA NATL CORP COM 164,395 -39,237 (19.27) 6,374,371
PROCTER & GAMBLE CO COM 149,465 -5,076 (3.28) 1,850,729
ULTRA PETROLEUM CORP COM 146,872 -25,590 (14.84) 5,377,949
OLD REP INTL CORP COM 137,018 -40 (0.03) 8,606,649
GENERAL ELECTRIC CO COM 135,116 -12,422 (8.42) 5,313,259
APPLE INC COM 134,529 -30 (0.02) 258,903
COMCAST CORP NEW CL A 131,139 -2,176 (1.63) 2,734,346
DISCOVERY COMMUNICATNS NEW COM SER A 130,937 -1,208 (0.92) 1,685,807