First Manhattan 13F holdings, Q2 2000
Holdings as of June 30, 2000 · filings on SEC EDGAR · latest filing →
First Manhattan disclosed 559 US equity positions worth $4.3bn in its Q2 2000 13F filing. The largest position was IMMUNEX CORP NEW at 3.3% of the reported book, followed by ABT and IBM. Against the Q1 2000 filing, it opened 1 new position, added to 19 and reduced 24 among the top 50 holdings.
What did First Manhattan own in Q2 2000? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2000 |
|---|---|---|---|---|---|---|---|
| 1 | IMMUNEX CORP NEW | 3.3% | $143.7m | 2,906,075 | -14% | reduced | |
| 2 | ABT ABBOTT LABORATORIES | Healthcare | 3.2% | $139.3m | 3,125,659 | 0% | held |
| 3 | IBM INTERNATIONAL BUSINESS MACHINE | Technology | 3.1% | $134.1m | 1,224,374 | -2% | reduced |
| 4 | GE GENERAL ELECTRIC CO | Industrials | 3.1% | $133.4m | 2,517,842 | 200% | added |
| 5 | JNJ JOHNSON & JOHNSON | Healthcare | 2.8% | $119.5m | 1,172,926 | -0% | held |
| 6 | AXP AMERICAN EXPRESS CO | Financial Services | 2.7% | $116.6m | 2,237,372 | 192% | added |
| 7 | FIRST DATA CORP | 2.6% | $113.1m | 2,278,542 | -1% | reduced | |
| 8 | SNA SNAP - ON INC | Industrials | 2.6% | $110.8m | 4,162,721 | 0% | held |
| 9 | KMB KIMBERLY CLARK CORP | Consumer Defensive | 2.6% | $110.8m | 1,930,670 | 2% | added |
| 10 | FREDDIE MAC VOTING | 2.5% | $106.0m | 2,618,116 | -2% | reduced | |
| 11 | BAC BANK OF AMERICA | Financial Services | 2.2% | $95.7m | 2,226,581 | -2% | reduced |
| 12 | FORD MOTOR CO | 2.1% | $91.3m | 2,124,310 | 625% | added | |
| 13 | CVS CVS CORP | Healthcare | 2.1% | $88.2m | 2,204,580 | -0% | held |
| 14 | NEWPORT NEWS SHIPBUILDING INC | 1.7% | $73.8m | 2,007,950 | -4% | reduced | |
| 15 | NTRS NORTHERN TRUST CO | Financial Services | 1.6% | $69.5m | 1,068,044 | -4% | reduced |
| 16 | DIME BANCORP INC NEW | 1.6% | $68.5m | 4,346,410 | -6% | reduced | |
| 17 | GILLETTE CO | 1.5% | $63.9m | 1,829,239 | -5% | reduced | |
| 18 | PG PROCTER & GAMBLE CO | Consumer Defensive | 1.3% | $56.2m | 981,743 | 503% | added |
| 19 | GANNETT CO INC DEL | 1.3% | $56.1m | 937,763 | -1% | reduced | |
| 20 | AMGN AMGEN INC | Healthcare | 1.3% | $54.3m | 772,310 | -21% | reduced |
| 21 | ONEX CORP-SUB VTG | 1.2% | $53.0m | 3,592,642 | 102% | added | |
| 22 | BECKMAN COULTER INC | 1.2% | $50.7m | 868,670 | -9% | reduced | |
| 23 | HHS HARTE HANKS COMMUNICATIONS INC | 1.1% | $47.6m | 1,903,510 | -2% | reduced | |
| 24 | CORN PRODUCTS INTERNATIONAL | 1.1% | $46.4m | 1,749,332 | 4% | added | |
| 25 | BAX BAXTER INTERNATIONAL INC | Healthcare | 1.0% | $44.3m | 630,520 | 4% | added |
| 26 | DIS WALT DISNEY CO-DEL | Communication Services | 1.0% | $43.7m | 1,125,330 | -25% | reduced |
| 27 | NORTH FORK BANCORPORATION INC | 1.0% | $42.3m | 2,795,718 | 9% | added | |
| 28 | KO COCA COLA CO | Consumer Defensive | 0.9% | $38.2m | 665,898 | -1% | reduced |
| 29 | SARA LEE CORP | 0.9% | $37.6m | 1,944,605 | 76% | added | |
| 30 | RHI ROBERT HALF INTERNATIONAL INC | Industrials | 0.8% | $36.2m | 1,271,320 | 92% | added |
| 31 | UNM UNUMPROVIDENT CORP | Financial Services | 0.8% | $35.7m | 1,777,341 | -21% | reduced |
| 32 | LEUCADIA NATIONAL CORP | 0.8% | $34.5m | 1,513,257 | -2% | reduced | |
| 33 | DBD DIEBOLD INC | Technology | 0.8% | $32.8m | 1,175,152 | -0% | held |
| 34 | E W SCRIPPS CO NEW-CL A | 0.7% | $30.4m | 618,167 | -6% | reduced | |
| 35 | AMERICAN INTL GROUP | 0.6% | $27.5m | 234,193 | -0% | held | |
| 36 | SYK STRYKER CORP | Healthcare | 0.6% | $27.3m | 623,084 | 70% | added |
| 37 | ALLTEL CORP | 0.6% | $26.4m | 425,832 | 91% | added | |
| 38 | CPT CAMDEN PROPERTY TRUST-SBI | Real Estate | 0.6% | $26.0m | 886,197 | -5% | reduced |
| 39 | EW EDWARDS LIFESCIENCES CORP | Healthcare | 0.6% | $25.6m | 1,384,110 | – | new |
| 40 | GARTNER GROUP INC NEW | 0.6% | $25.2m | 2,553,053 | -14% | reduced | |
| 41 | RALCORP HOLDINGS INC NEW | 0.6% | $24.9m | 2,031,349 | 2% | added | |
| 42 | AMERICAN HOME PRODUCTS CORP | 0.6% | $24.4m | 415,921 | 20% | added | |
| 43 | MAN MANPOWER INC-WIS | Industrials | 0.6% | $24.0m | 749,622 | -3% | reduced |
| 44 | VNO VORNADO REALTY TRUST | Real Estate | 0.5% | $23.6m | 678,868 | -4% | reduced |
| 45 | AZO AUTOZONE INC | Consumer Cyclical | 0.5% | $23.1m | 1,050,350 | -2% | reduced |
| 46 | LUCENT TECHNOLOGIES INC | 0.5% | $22.9m | 387,238 | 4% | added | |
| 47 | EARTHGRAINS CO | 0.5% | $22.9m | 1,179,160 | 15% | added | |
| 48 | MTX MINERALS TECHNOLOGIES INC | Basic Materials | 0.5% | $22.6m | 490,900 | 2% | added |
| 49 | EXMOC EXXON MOBIL CORP | 0.5% | $22.5m | 286,762 | -2% | reduced | |
| 50 | PATHOGENESIS CORP | 0.5% | $22.1m | 850,580 | 19% | added |
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.