First Manhattan 13F holdings, Q3 2000
Holdings as of September 30, 2000 · filings on SEC EDGAR · latest filing →
First Manhattan disclosed 557 US equity positions worth $4.5bn in its Q3 2000 13F filing. The largest position was ABT at 3.9% of the reported book, followed by GE and AXP. Against the Q2 2000 filing, it opened 1 new position, added to 16 and reduced 31 among the top 50 holdings.
What did First Manhattan own in Q3 2000? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2000 |
|---|---|---|---|---|---|---|---|
| 1 | ABT ABBOTT LABORATORIES | Healthcare | 3.9% | $173.7m | 3,651,253 | 17% | added |
| 2 | GE GENERAL ELECTRIC CO | Industrials | 3.2% | $144.5m | 2,504,664 | -1% | reduced |
| 3 | AXP AMERICAN EXPRESS CO | Financial Services | 2.9% | $131.1m | 2,157,277 | -4% | reduced |
| 4 | SNA SNAP - ON INC | Industrials | 2.9% | $130.7m | 5,545,771 | 33% | added |
| 5 | IBM INTERNATIONAL BUSINESS MACHINE | Technology | 2.9% | $129.8m | 1,154,016 | -6% | reduced |
| 6 | FREDDIE MAC VOTING | 2.8% | $125.8m | 2,326,616 | -11% | reduced | |
| 7 | BAC BANK OF AMERICA | Financial Services | 2.6% | $114.5m | 2,186,503 | -2% | reduced |
| 8 | KMB KIMBERLY CLARK CORP | Consumer Defensive | 2.4% | $106.2m | 1,903,188 | -1% | reduced |
| 9 | CVS CVS CORP | Healthcare | 2.3% | $104.0m | 2,245,530 | 2% | added |
| 10 | JNJ JOHNSON & JOHNSON | Healthcare | 2.3% | $103.7m | 1,103,492 | -6% | reduced |
| 11 | IMMUNEX CORP NEW | 2.1% | $95.0m | 2,184,510 | -25% | reduced | |
| 12 | FIRST DATA CORP | 2.0% | $88.2m | 2,257,442 | -1% | reduced | |
| 13 | F FORD MOTOR CO DEL | Consumer Cyclical | 1.9% | $85.5m | 3,378,589 | – | new |
| 14 | DIME BANCORP INC NEW | 1.9% | $83.8m | 3,885,703 | -11% | reduced | |
| 15 | NORTH FORK BANCORPORATION INC | 1.8% | $81.4m | 3,762,253 | 35% | added | |
| 16 | GANNETT CO INC DEL | 1.7% | $76.9m | 1,450,763 | 55% | added | |
| 17 | PG PROCTER & GAMBLE CO | Consumer Defensive | 1.7% | $74.6m | 1,113,273 | 13% | added |
| 18 | NTRS NORTHERN TRUST CO | Financial Services | 1.5% | $66.7m | 750,819 | -30% | reduced |
| 19 | NEWPORT NEWS SHIPBUILDING INC | 1.5% | $65.4m | 1,507,875 | -25% | reduced | |
| 20 | GILLETTE CO | 1.3% | $56.4m | 1,828,239 | -0% | held | |
| 21 | ONEX CORP-SUB VTG | 1.2% | $54.9m | 3,482,367 | -3% | reduced | |
| 22 | PBI PITNEY BOWES INC | Industrials | 1.1% | $50.3m | 1,276,418 | 264% | added |
| 23 | BAX BAXTER INTERNATIONAL INC | Healthcare | 1.1% | $49.9m | 625,120 | -1% | reduced |
| 24 | HHS HARTE HANKS COMMUNICATIONS INC | 1.1% | $49.5m | 1,818,060 | -4% | reduced | |
| 25 | DBD DIEBOLD INC | Technology | 1.1% | $47.7m | 1,795,102 | 53% | added |
| 26 | UNM UNUMPROVIDENT CORP | Financial Services | 1.0% | $45.7m | 1,677,775 | -6% | reduced |
| 27 | BECKMAN COULTER INC | 1.0% | $43.6m | 565,455 | -35% | reduced | |
| 28 | RHI ROBERT HALF INTERNATIONAL INC | Industrials | 1.0% | $43.2m | 1,246,720 | -2% | reduced |
| 29 | AMGN AMGEN INC | Healthcare | 0.9% | $41.9m | 600,260 | -22% | reduced |
| 30 | DIS WALT DISNEY CO-DEL | Communication Services | 0.9% | $40.8m | 1,065,838 | -5% | reduced |
| 31 | SARA LEE CORP | 0.9% | $40.4m | 1,987,130 | 2% | added | |
| 32 | LEUCADIA NATIONAL CORP | 0.9% | $39.9m | 1,491,369 | -1% | reduced | |
| 33 | CORN PRODUCTS INTERNATIONAL | 0.8% | $37.1m | 1,630,482 | -7% | reduced | |
| 34 | KO COCA COLA CO | Consumer Defensive | 0.8% | $35.7m | 647,228 | -3% | reduced |
| 35 | AMERICAN INTL GROUP | 0.8% | $33.7m | 352,169 | 50% | added | |
| 36 | ITT EDUCATIONAL SERVICES INC | 0.8% | $33.6m | 1,240,100 | -1% | reduced | |
| 37 | SABRE HOLDINGS CORPORATION | 0.7% | $33.3m | 1,150,057 | 48% | added | |
| 38 | E W SCRIPPS CO NEW-CL A | 0.7% | $31.4m | 581,997 | -6% | reduced | |
| 39 | ALLTEL CORP | 0.7% | $30.3m | 580,707 | 36% | added | |
| 40 | AZO AUTOZONE INC | Consumer Cyclical | 0.6% | $28.2m | 1,244,250 | 18% | added |
| 41 | GARTNER GROUP INC NEW | 0.6% | $27.3m | 2,514,567 | -2% | reduced | |
| 42 | RALCORP HOLDINGS INC NEW | 0.6% | $26.2m | 1,853,139 | -9% | reduced | |
| 43 | CPT CAMDEN PROPERTY TRUST-SBI | Real Estate | 0.6% | $26.0m | 840,043 | -5% | reduced |
| 44 | EW EDWARDS LIFESCIENCES CORP | Healthcare | 0.6% | $25.8m | 1,180,760 | -15% | reduced |
| 45 | EXMOC EXXON MOBIL CORP | 0.6% | $25.3m | 284,252 | -1% | reduced | |
| 46 | TRICON GLOBAL RESTAURANTS INC | 0.6% | $24.8m | 809,422 | 26% | added | |
| 47 | WAB WABTECH | Industrials | 0.6% | $24.8m | 2,447,121 | 16% | added |
| 48 | SPRINT CORP | 0.5% | $24.5m | 836,116 | 4016% | added | |
| 49 | VNO VORNADO REALTY TRUST | Real Estate | 0.5% | $24.4m | 656,710 | -3% | reduced |
| 50 | MAN MANPOWER INC | Industrials | 0.5% | $23.8m | 746,122 | -0% | held |
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.