FIRST MANHATTAN CO Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 1,509
New Positions 61
Increased Positions 311
Decreased Positions 379
Positions with Activity 690
Sold Out Positions 47
Total Mkt Value (in $ millions) 15,321

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

Sector Weighting

Basic Materials 3.13%
Capital Goods 3.77%
Conglomerates 0.01%
Consumer Cyclical 1.8%
Consumer/Non-Cyclical 5.61%
Energy 6.58%
Financial 39.59%
Healthcare 8.32%
Services 17.11%
Technology 9.66%
Transportation 0.77%
Utilities 3.13%

311 INCREASED Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BERKSHIRE HATHAWAY INC DEL CL B NEW 339,308 1,508 .45 2,475,074
DISCOVERY COMMUNICATNS NEW COM SER C 319,502 5,649 1.80 9,293,262
AMERICAN INTL GROUP INC COM NEW 222,888 10,166 4.78 4,391,017
CONOCOPHILLIPS COM 202,994 1,342 .67 2,981,691
HONEYWELL INTL INC COM 181,939 16,425 9.92 2,020,199
APPLE INC COM 179,407 932 .52 1,836,870
ORACLE CORP COM 169,698 86,301 103.48 4,481,061
GILEAD SCIENCES INC COM 151,933 45,429 42.66 1,508,016
COMCAST CORP NEW CL A 140,715 2,327 1.68 2,776,547
DANAHER CORP DEL COM 121,148 13,262 12.29 1,619,838
VIACOM INC NEW CL B 113,819 8,099 7.66 1,642,180
ACCENTURE PLC IRELAND SHS CLASS A 100,745 15 .01 1,314,862
UNITED PARCEL SERVICE INC CL B 94,369 708 .76 970,277
COVIDIEN PLC SHS 89,677 27,721 44.74 1,090,967
BAXTER INTL INC COM 86,872 2,094 2.47 1,291,962
JARDEN CORP COM 81,008 15,410 23.49 1,402,486
PHILIP MORRIS INTL INC COM 80,254 230 .29 933,189
CITIGROUP INC COM NEW 78,946 13,489 20.61 1,576,719
OMNICOM GROUP INC COM 71,944 1,704 2.43 1,072,033
ALLISON TRANSMISSION HLDGS INC COM 65,027 203 .31 2,270,511