First Manhattan 13F holdings, Q4 2000
Holdings as of December 31, 2000 · filings on SEC EDGAR · latest filing →
First Manhattan disclosed 576 US equity positions worth $4.6bn in its Q4 2000 13F filing. The largest position was ABT at 3.9% of the reported book, followed by SNA and CVS. Against the Q3 2000 filing, it opened 0 new positions, added to 10 and reduced 32 among the top 50 holdings.
What did First Manhattan own in Q4 2000? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2000 |
|---|---|---|---|---|---|---|---|
| 1 | ABT ABBOTT LABORATORIES | Healthcare | 3.9% | $181.6m | 3,748,868 | 3% | added |
| 2 | SNA SNAP - ON INC | Industrials | 3.2% | $148.9m | 5,340,308 | -4% | reduced |
| 3 | CVS CVS CORP | Healthcare | 2.9% | $135.0m | 2,252,050 | 0% | held |
| 4 | KMB KIMBERLY CLARK CORP | Consumer Defensive | 2.9% | $132.9m | 1,879,954 | -1% | reduced |
| 5 | FIRST DATA CORP | 2.6% | $117.4m | 2,228,292 | -1% | reduced | |
| 6 | AXP AMERICAN EXPRESS CO | Financial Services | 2.5% | $115.6m | 2,103,766 | -2% | reduced |
| 7 | JNJ JOHNSON & JOHNSON | Healthcare | 2.5% | $114.4m | 1,089,100 | -1% | reduced |
| 8 | DIME BANCORP INC NEW | 2.4% | $110.1m | 3,724,569 | -4% | reduced | |
| 9 | GE GENERAL ELECTRIC CO | Industrials | 2.3% | $105.7m | 2,205,447 | -12% | reduced |
| 10 | BAC BANK OF AMERICA | Financial Services | 2.3% | $103.9m | 2,264,992 | 4% | added |
| 11 | IBM INTERNATIONAL BUSINESS MACHINE | Technology | 2.2% | $99.8m | 1,174,598 | 2% | added |
| 12 | GANNETT CO INC DEL | 2.1% | $94.9m | 1,505,563 | 4% | added | |
| 13 | FREDDIE MAC VOTING | 2.0% | $94.0m | 1,365,247 | -41% | reduced | |
| 14 | IMMUNEX CORP NEW | 1.9% | $87.9m | 2,164,845 | -1% | reduced | |
| 15 | NORTH FORK BANCORPORATION INC | 1.9% | $87.8m | 3,572,475 | -5% | reduced | |
| 16 | PG PROCTER & GAMBLE CO | Consumer Defensive | 1.8% | $80.5m | 1,026,788 | -8% | reduced |
| 17 | DBD DIEBOLD INC | Technology | 1.6% | $74.3m | 2,226,822 | 24% | added |
| 18 | PBI PITNEY BOWES INC | Industrials | 1.6% | $74.3m | 2,242,323 | 76% | added |
| 19 | GILLETTE CO | 1.4% | $65.8m | 1,820,489 | -0% | held | |
| 20 | F FORD MOTOR CO DEL | Consumer Cyclical | 1.4% | $65.6m | 2,798,975 | -17% | reduced |
| 21 | NEWPORT NEWS SHIPBUILDING INC | 1.4% | $62.2m | 1,196,886 | -21% | reduced | |
| 22 | NTRS NORTHERN TRUST CO | Financial Services | 1.2% | $56.3m | 690,372 | -8% | reduced |
| 23 | BAX BAXTER INTERNATIONAL INC | Healthcare | 1.2% | $53.1m | 601,420 | -4% | reduced |
| 24 | LEUCADIA NATIONAL CORP | 1.2% | $53.0m | 1,495,165 | 0% | held | |
| 25 | ONEX CORP-SUB VTG | 1.1% | $51.0m | 3,499,098 | 0% | held | |
| 26 | SABRE HOLDINGS CORPORATION | 1.1% | $50.9m | 1,180,407 | 3% | added | |
| 27 | SARA LEE CORP | 1.0% | $48.1m | 1,956,907 | -2% | reduced | |
| 28 | UNM UNUMPROVIDENT CORP | Financial Services | 0.9% | $43.4m | 1,616,593 | -4% | reduced |
| 29 | CORN PRODUCTS INTERNATIONAL | 0.9% | $41.3m | 1,421,938 | -13% | reduced | |
| 30 | HHS HARTE HANKS COMMUNICATIONS INC | 0.9% | $41.1m | 1,734,625 | -5% | reduced | |
| 31 | BECKMAN COULTER INC | 0.9% | $39.7m | 947,710 | 68% | added | |
| 32 | KO COCA COLA CO | Consumer Defensive | 0.8% | $38.5m | 632,446 | -2% | reduced |
| 33 | ALLTEL CORP | 0.8% | $36.2m | 579,131 | -0% | held | |
| 34 | AMGN AMGEN INC | Healthcare | 0.8% | $35.7m | 558,310 | -7% | reduced |
| 35 | AZO AUTOZONE INC | Consumer Cyclical | 0.8% | $35.4m | 1,241,650 | -0% | held |
| 36 | RHI ROBERT HALF INTERNATIONAL INC | Industrials | 0.7% | $33.3m | 1,256,020 | 1% | added |
| 37 | E W SCRIPPS CO NEW-CL A | 0.7% | $32.6m | 519,248 | -11% | reduced | |
| 38 | EW EDWARDS LIFESCIENCES CORP | Healthcare | 0.7% | $31.5m | 1,772,400 | 50% | added |
| 39 | CPT CAMDEN PROPERTY TRUST-SBI | Real Estate | 0.6% | $27.9m | 833,102 | -1% | reduced |
| 40 | MAN MANPOWER INC | Industrials | 0.6% | $27.8m | 732,872 | -2% | reduced |
| 41 | ITT EDUCATIONAL SERVICES INC | 0.6% | $27.4m | 1,244,100 | 0% | held | |
| 42 | EMR EMERSON ELECTRIC CO | Industrials | 0.6% | $26.4m | 334,523 | -1% | reduced |
| 43 | TRICON GLOBAL RESTAURANTS INC | 0.6% | $26.2m | 793,737 | -2% | reduced | |
| 44 | AMERICAN INTL GROUP | 0.6% | $25.6m | 260,116 | -26% | reduced | |
| 45 | DIS WALT DISNEY CO-DEL | Communication Services | 0.6% | $25.6m | 884,728 | -17% | reduced |
| 46 | VNO VORNADO REALTY TRUST | Real Estate | 0.5% | $25.0m | 652,148 | -1% | reduced |
| 47 | EXMOC EXXON MOBIL CORP | 0.5% | $24.6m | 283,339 | -0% | held | |
| 48 | WAB WABTECH | Industrials | 0.5% | $23.6m | 2,010,015 | -18% | reduced |
| 49 | EOG EOG RES INC | Energy | 0.5% | $22.8m | 417,721 | -26% | reduced |
| 50 | WASHINGTON POST CO | 0.5% | $22.0m | 35,712 | -2% | reduced |
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.