First Manhattan 13F holdings, Q1 1999
Holdings as of March 31, 1999 · filings on SEC EDGAR · latest filing →
First Manhattan disclosed 442 US equity positions worth $4.6bn in its Q1 1999 13F filing. The largest position was IMMUNEX CORP NEW at 5.2% of the reported book, followed by BANKAMERICA CORP NEW and FREDDIE MAC VOTING.
What did First Manhattan own in Q1 1999? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | IMMUNEX CORP NEW | 5.2% | $235.9m | 2,833,378 | – | ||
| 2 | BANKAMERICA CORP NEW | 4.6% | $210.0m | 2,972,796 | – | ||
| 3 | FREDDIE MAC VOTING | 3.5% | $157.6m | 2,749,574 | – | ||
| 4 | FIRST DATA CORP | 2.8% | $126.7m | 2,964,437 | – | ||
| 5 | JNJ JOHNSON & JOHNSON | Healthcare | 2.8% | $126.1m | 1,348,856 | – | |
| 6 | KMB KIMBERLY CLARK CORP | Consumer Defensive | 2.7% | $122.5m | 2,556,346 | – | |
| 7 | AXP AMERICAN EXPRESS CO | Financial Services | 2.7% | $122.1m | 1,037,114 | – | |
| 8 | SNA SNAP - ON INC | Industrials | 2.7% | $121.3m | 4,183,481 | – | |
| 9 | IBM INTERNATIONAL BUSINESS MACHINE | Technology | 2.6% | $119.7m | 675,274 | – | |
| 10 | GILLETTE CO | 2.6% | $117.9m | 1,983,197 | – | ||
| 11 | NIELSEN MEDIA RESEARCH INC | 2.5% | $112.9m | 4,571,941 | – | ||
| 12 | DIME BANCORP INC NEW | 2.3% | $106.8m | 4,606,077 | – | ||
| 13 | GE GENERAL ELECTRIC CO | Industrials | 2.2% | $101.8m | 919,996 | – | |
| 14 | AMGN AMGEN INC | Healthcare | 1.7% | $77.3m | 1,031,920 | – | |
| 15 | UNUM CORP | 1.7% | $76.1m | 1,600,251 | – | ||
| 16 | DIS WALT DISNEY CO-DEL | Communication Services | 1.5% | $70.4m | 2,262,737 | – | |
| 17 | GANNETT CO INC DEL | 1.5% | $66.6m | 1,057,383 | – | ||
| 18 | HHS HARTE HANKS COMMUNICATIONS INC | 1.4% | $64.3m | 2,344,860 | – | ||
| 19 | NEWPORT NEWS SHIPBUILDING INC | 1.3% | $58.6m | 1,850,792 | – | ||
| 20 | NTRS NORTHERN TRUST CO | Financial Services | 1.3% | $58.2m | 655,537 | – | |
| 21 | LEUCADIA NATIONAL CORP | 1.2% | $55.4m | 1,830,743 | – | ||
| 22 | E W SCRIPPS CO NEW-CL A | 1.2% | $53.5m | 1,208,937 | – | ||
| 23 | NORTH FORK BANCORPORATION INC | 1.1% | $49.3m | 2,335,498 | – | ||
| 24 | TANDY CORP | 1.1% | $48.0m | 752,720 | – | ||
| 25 | BURLINGTON NORTHERN SANTA FE | 1.0% | $46.4m | 1,411,769 | – | ||
| 26 | KO COCA COLA CO | Consumer Defensive | 1.0% | $45.1m | 735,638 | – | |
| 27 | MAN MANPOWER INC-WIS | Industrials | 0.8% | $36.4m | 1,559,161 | – | |
| 28 | FRONTIER CORP | 0.8% | $35.9m | 692,344 | – | ||
| 29 | RALCORP HOLDINGS INC NEW | 0.8% | $35.6m | 1,876,339 | – | ||
| 30 | CVS CVS CORP | Healthcare | 0.7% | $34.1m | 717,902 | – | |
| 31 | IT GARTNER GROUP INC NEW-CL A | Technology | 0.7% | $32.2m | 1,426,000 | – | |
| 32 | CORN PRODUCTS INTERNATIONAL | 0.7% | $31.9m | 1,332,562 | – | ||
| 33 | OLSTEN CORP | 0.6% | $29.0m | 4,685,789 | – | ||
| 34 | WESTINGHOUSE AIR BRAKE CO NEW | 0.6% | $28.4m | 1,361,900 | – | ||
| 35 | STT STATE STREET CORP | Financial Services | 0.6% | $28.1m | 341,150 | – | |
| 36 | AMERICAN HOME PRODUCTS CORP | 0.6% | $27.4m | 420,300 | – | ||
| 37 | AMERICAN INTERNATIONAL GROUP | 0.6% | $27.1m | 224,323 | – | ||
| 38 | PBI PITNEY BOWES INC | Industrials | 0.6% | $26.9m | 422,130 | – | |
| 39 | VNO VORNADO REALTY TRUST | Real Estate | 0.5% | $24.9m | 722,970 | – | |
| 40 | BECKMAN COULTER INC | 0.5% | $24.2m | 546,150 | – | ||
| 41 | TCA CABLE TV INC | 0.5% | $23.5m | 540,814 | – | ||
| 42 | HUSSMAN INTERNATIONAL INC | 0.5% | $22.9m | 1,559,225 | – | ||
| 43 | AZO AUTOZONE INC | Consumer Cyclical | 0.5% | $22.6m | 743,550 | – | |
| 44 | W R GRACE & CO-DEL NEW | 0.5% | $22.3m | 1,835,440 | – | ||
| 45 | CPT CAMDEN PROPERTY TRUST-SBI | Real Estate | 0.5% | $22.0m | 890,907 | – | |
| 46 | BMY BRISTOL MYERS SQUIBB CO | Healthcare | 0.5% | $21.7m | 338,348 | – | |
| 47 | WASHINGTON POST CO | 0.5% | $21.6m | 41,355 | – | ||
| 48 | MAF BANCORP | 0.5% | $21.3m | 964,807 | – | ||
| 49 | SMITHKLINE BEECHAM PLC | 0.4% | $19.8m | 276,978 | – | ||
| 50 | L LOEWS CORP | Financial Services | 0.4% | $19.6m | 262,148 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.