First Manhattan 13F holdings, Q1 2001
Holdings as of March 31, 2001 · filings on SEC EDGAR · latest filing →
First Manhattan disclosed 573 US equity positions worth $4.4bn in its Q1 2001 13F filing. The largest position was ABT at 4.7% of the reported book, followed by SNA and CVS. Against the Q4 2000 filing, it opened 0 new positions, added to 16 and reduced 28 among the top 50 holdings.
What did First Manhattan own in Q1 2001? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2000 |
|---|---|---|---|---|---|---|---|
| 1 | ABT ABBOTT LABORATORIES | Healthcare | 4.7% | $208.4m | 4,417,005 | 18% | added |
| 2 | SNA SNAP - ON INC | Industrials | 3.3% | $146.6m | 5,034,491 | -6% | reduced |
| 3 | CVS CVS CORP | Healthcare | 3.0% | $131.4m | 2,246,750 | -0% | held |
| 4 | AXP AMERICAN EXPRESS CO | Financial Services | 2.9% | $129.9m | 3,144,290 | 49% | added |
| 5 | KMB KIMBERLY CLARK CORP | Consumer Defensive | 2.9% | $126.5m | 1,865,304 | -1% | reduced |
| 6 | BAC BANK OF AMERICA | Financial Services | 2.7% | $120.8m | 2,206,115 | -3% | reduced |
| 7 | DIME BANCORP INC NEW | 2.7% | $118.5m | 3,618,697 | -3% | reduced | |
| 8 | IBM INTERNATIONAL BUSINESS MACHINE | Technology | 2.5% | $111.1m | 1,155,215 | -2% | reduced |
| 9 | FIRST DATA CORP | 2.5% | $108.3m | 1,814,342 | -19% | reduced | |
| 10 | JNJ JOHNSON & JOHNSON | Healthcare | 2.2% | $95.2m | 1,087,818 | -0% | held |
| 11 | NORTH FORK BANCORPORATION INC | 2.0% | $89.1m | 3,433,959 | -4% | reduced | |
| 12 | DBD DIEBOLD INC | Technology | 2.0% | $86.6m | 3,152,907 | 42% | added |
| 13 | GANNETT CO INC DEL | 2.0% | $86.5m | 1,448,613 | -4% | reduced | |
| 14 | GE GENERAL ELECTRIC CO | Industrials | 2.0% | $86.5m | 2,066,078 | -6% | reduced |
| 15 | PBI PITNEY BOWES INC | Industrials | 1.8% | $77.6m | 2,233,173 | -0% | held |
| 16 | PG PROCTER & GAMBLE CO | Consumer Defensive | 1.5% | $66.6m | 1,064,537 | 4% | added |
| 17 | FREDDIE MAC VOTING | 1.4% | $62.5m | 963,856 | -29% | reduced | |
| 18 | GILLETTE CO | 1.3% | $56.3m | 1,807,229 | -1% | reduced | |
| 19 | SABRE HOLDINGS CORPORATION | 1.3% | $55.3m | 1,198,357 | 2% | added | |
| 20 | BAX BAXTER INTERNATIONAL INC | Healthcare | 1.2% | $52.8m | 561,000 | -7% | reduced |
| 21 | NEWPORT NEWS SHIPBUILDING INC | 1.1% | $48.7m | 995,308 | -17% | reduced | |
| 22 | LEUCADIA NATIONAL CORP | 1.1% | $46.9m | 1,457,823 | -2% | reduced | |
| 23 | UNM UNUMPROVIDENT CORP | Financial Services | 1.0% | $46.4m | 1,586,453 | -2% | reduced |
| 24 | NTRS NORTHERN TRUST CO | Financial Services | 0.9% | $41.3m | 660,258 | -4% | reduced |
| 25 | ONEX CORP-SUB VTG | 0.9% | $41.2m | 3,528,873 | 1% | added | |
| 26 | SARA LEE CORP | 0.9% | $39.4m | 1,825,280 | -7% | reduced | |
| 27 | AZO AUTOZONE INC | Consumer Cyclical | 0.9% | $39.3m | 1,401,550 | 13% | added |
| 28 | HHS HARTE HANKS COMMUNICATIONS INC | 0.9% | $38.0m | 1,681,610 | -3% | reduced | |
| 29 | AMGN AMGEN INC | Healthcare | 0.8% | $36.3m | 602,460 | 8% | added |
| 30 | CORN PRODUCTS INTERNATIONAL | 0.8% | $35.3m | 1,376,257 | -3% | reduced | |
| 31 | FMC FMC CORP-NEW | Basic Materials | 0.8% | $35.3m | 478,800 | 361% | added |
| 32 | AMERICAN HOME PRODUCTS CORP | 0.8% | $33.3m | 566,974 | 70% | added | |
| 33 | ACXIOM CORP | 0.7% | $33.0m | 1,581,980 | 298% | added | |
| 34 | BECKMAN COULTER INC | 0.7% | $32.9m | 842,037 | -11% | reduced | |
| 35 | IMMUNEX CORP NEW | 0.7% | $31.1m | 2,174,180 | 0% | held | |
| 36 | C R BARD INC N J | 0.7% | $30.2m | 666,300 | 48% | added | |
| 37 | ITT EDUCATIONAL SERVICES INC | 0.7% | $30.1m | 1,112,100 | -11% | reduced | |
| 38 | ALLTEL CORP | 0.7% | $30.1m | 573,377 | -1% | reduced | |
| 39 | EW EDWARDS LIFESCIENCES CORP | Healthcare | 0.7% | $29.9m | 1,527,560 | -14% | reduced |
| 40 | RHI ROBERT HALF INTERNATIONAL INC | Industrials | 0.6% | $28.4m | 1,272,929 | 1% | added |
| 41 | KO COCA COLA CO | Consumer Defensive | 0.6% | $28.0m | 619,953 | -2% | reduced |
| 42 | E W SCRIPPS CO NEW-CL A | 0.6% | $27.5m | 474,931 | -9% | reduced | |
| 43 | CPT CAMDEN PROPERTY TRUST-SBI | Real Estate | 0.6% | $27.3m | 820,148 | -2% | reduced |
| 44 | EARTHGRAINS CO | 0.6% | $26.5m | 1,244,998 | 7% | added | |
| 45 | TRICON GLOBAL RESTAURANTS INC | 0.6% | $26.1m | 682,547 | -14% | reduced | |
| 46 | WAB WABTECH | Industrials | 0.6% | $25.4m | 2,000,851 | -0% | held |
| 47 | DIS WALT DISNEY CO-DEL | Communication Services | 0.5% | $24.3m | 849,353 | -4% | reduced |
| 48 | VNO VORNADO REALTY TRUST | Real Estate | 0.5% | $24.2m | 674,870 | 3% | added |
| 49 | EXMOC EXXON MOBIL CORP | 0.5% | $23.1m | 285,006 | 1% | added | |
| 50 | DOLLAR GENERAL CORP | 0.5% | $22.8m | 1,115,993 | 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.