Ownership history in FIRST MANHATTAN CO. LLC. Β· 20 quarters on record
This page tracks every 13F SEC filing in which FIRST MANHATTAN CO. LLC. reported a position in TRUIST FINANCIAL COR (TFC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π FIRST MANHATTAN CO. LLC. underperformed the S&P 500 by β11.3% annually on this TFC position. Timing score: 41% (7/17 decisions correct). Average cost basis: $38.91. Maximum drawdown during holding period: β46.8%.
β Significantly underperformed the S&P 500 by 11.3% ann.
19 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
7 of 17 add/trim decisions correct
Best entry: $29.52 (2020 Q3) Β· Worst: $47.32 (2021 Q4)
πͺ Held through 2 major drawdowns (>20%).
8 adds Β· 10 trims. Bought during 1 of 8 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size