First Manhattan 13F holdings, Q2 2001
Holdings as of June 30, 2001 · filings on SEC EDGAR · latest filing →
First Manhattan disclosed 522 US equity positions worth $3.7bn in its Q2 2001 13F filing. The largest position was IBM at 3.5% of the reported book, followed by DIME BANCORP INC NEW and FIRST DATA CORP. Against the Q1 2001 filing, it opened 1 new position, added to 15 and reduced 25 among the top 50 holdings.
What did First Manhattan own in Q2 2001? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2001 |
|---|---|---|---|---|---|---|---|
| 1 | IBM INTERNATIONAL BUSINESS MACHINE | Technology | 3.5% | $129.3m | 1,144,252 | -1% | reduced |
| 2 | DIME BANCORP INC NEW | 3.2% | $121.3m | 3,256,148 | -10% | reduced | |
| 3 | FIRST DATA CORP | 3.1% | $115.6m | 1,796,767 | -1% | reduced | |
| 4 | SNA SNAP - ON INC | Industrials | 3.1% | $115.5m | 4,780,591 | -5% | reduced |
| 5 | JNJ JOHNSON & JOHNSON | Healthcare | 2.9% | $109.3m | 2,186,869 | 101% | added |
| 6 | KMB KIMBERLY CLARK CORP | Consumer Defensive | 2.8% | $106.5m | 1,904,764 | 2% | added |
| 7 | DBD DIEBOLD INC | Technology | 2.8% | $103.1m | 3,208,207 | 2% | added |
| 8 | NORTH FORK BANCORPORATION INC | 2.7% | $101.9m | 3,286,059 | -4% | reduced | |
| 9 | GE GENERAL ELECTRIC CO | Industrials | 2.7% | $100.8m | 2,067,393 | 0% | held |
| 10 | CVS CVS CORP | Healthcare | 2.5% | $95.1m | 2,463,705 | 10% | added |
| 11 | GANNETT CO INC DEL | 2.5% | $94.0m | 1,426,213 | -2% | reduced | |
| 12 | PBI PITNEY BOWES INC | Industrials | 2.5% | $92.9m | 2,205,418 | -1% | reduced |
| 13 | PG PROCTER & GAMBLE CO | Consumer Defensive | 2.1% | $77.5m | 1,214,014 | 14% | added |
| 14 | FMC FMC CORP-NEW | Basic Materials | 1.8% | $65.8m | 959,820 | 100% | added |
| 15 | FREDDIE MAC VOTING | 1.7% | $63.2m | 928,130 | -4% | reduced | |
| 16 | SABRE HOLDINGS CORPORATION | 1.5% | $57.7m | 1,153,907 | -4% | reduced | |
| 17 | ONEX CORP-SUB VTG | 1.4% | $53.8m | 3,566,473 | 1% | added | |
| 18 | GILLETTE CO | 1.4% | $51.7m | 1,783,089 | -1% | reduced | |
| 19 | UNM UNUMPROVIDENT CORP | Financial Services | 1.3% | $50.3m | 1,566,853 | -1% | reduced |
| 20 | CORN PRODUCTS INTERNATIONAL | 1.3% | $47.7m | 1,490,407 | 8% | added | |
| 21 | LEUCADIA NATIONAL CORP | 1.2% | $46.5m | 1,432,105 | -2% | reduced | |
| 22 | NTRS NORTHERN TRUST CO | Financial Services | 1.1% | $41.4m | 662,252 | 0% | held |
| 23 | NEWPORT NEWS SHIPBUILDING INC | 1.1% | $40.0m | 653,748 | -34% | reduced | |
| 24 | ITT EDUCATIONAL SERVICES INC | 1.1% | $39.6m | 879,200 | -21% | reduced | |
| 25 | IMMUNEX CORP NEW | 1.0% | $38.5m | 2,171,160 | -0% | held | |
| 26 | RHI ROBERT HALF INTERNATIONAL INC | Industrials | 1.0% | $36.2m | 1,453,529 | 14% | added |
| 27 | SARA LEE CORP | 0.9% | $34.5m | 1,823,320 | -0% | held | |
| 28 | EARTHGRAINS CO | 0.9% | $32.4m | 1,244,554 | -0% | held | |
| 29 | CPT CAMDEN PROPERTY TRUST-SBI | Real Estate | 0.8% | $30.9m | 842,643 | 3% | added |
| 30 | WAB WABTECH | Industrials | 0.8% | $30.1m | 2,009,219 | 0% | held |
| 31 | E W SCRIPPS CO NEW-CL A | 0.8% | $29.4m | 426,181 | -10% | reduced | |
| 32 | HHS HARTE HANKS COMMUNICATIONS INC | 0.8% | $28.8m | 1,164,810 | -31% | reduced | |
| 33 | MAN MANPOWER INC | Industrials | 0.8% | $28.3m | 946,072 | 21% | added |
| 34 | VNO VORNADO REALTY TRUST | Real Estate | 0.8% | $28.3m | 723,953 | 7% | added |
| 35 | KO COCA COLA CO | Consumer Defensive | 0.7% | $27.8m | 618,618 | -0% | held |
| 36 | EXMOC EXXON MOBIL CORP | 0.7% | $26.5m | 303,928 | 7% | added | |
| 37 | GGG GRACO INC | Industrials | 0.7% | $25.8m | 782,149 | 0% | held |
| 38 | DIS WALT DISNEY CO-DEL | Communication Services | 0.6% | $24.2m | 837,634 | -1% | reduced |
| 39 | TICKETMASTER ONLINE-CITYSEARCH | 0.6% | $23.9m | 1,611,600 | 6% | added | |
| 40 | TARO PHARMACEUTICAL INDUSTRIES | 0.6% | $22.9m | 261,800 | -7% | reduced | |
| 41 | ARBITRON INC | 0.6% | $22.7m | 941,030 | – | new | |
| 42 | TRICON GLOBAL RESTAURANTS INC | 0.6% | $22.3m | 506,947 | -26% | reduced | |
| 43 | RALCORP HOLDINGS INC NEW | 0.6% | $22.1m | 1,179,389 | -1% | reduced | |
| 44 | MTX MINERALS TECHNOLOGIES INC | Basic Materials | 0.6% | $21.9m | 509,300 | -1% | reduced |
| 45 | SPRINT CORP | 0.6% | $21.5m | 1,008,893 | 12% | added | |
| 46 | DOLLAR GENERAL CORP | 0.6% | $21.5m | 1,103,318 | -1% | reduced | |
| 47 | GARTNER GROUP INC NEW | 0.6% | $21.5m | 2,337,334 | -6% | reduced | |
| 48 | EMR EMERSON ELECTRIC CO | Industrials | 0.6% | $21.1m | 348,783 | -1% | reduced |
| 49 | WILMINGTON TRUST CORP | 0.6% | $21.0m | 334,500 | -1% | reduced | |
| 50 | WASHINGTON POST CO | 0.5% | $20.4m | 35,487 | -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.