BECK MACK & OLIVER LLC
CIK: 0000010742SEC EDGAR →
Portfolio Value
$5.5B
Holdings
194
As of
Q4 2025
New Positions
8
Closed Positions
9
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APOLLO GLOBAL MGMT INC | 2,764,576 | $400.2M | 7.27% |
| 2 | BLACKSTONE INC. | 2,149,414 | $331.3M | 6.02% |
| 3 | — ALPHABET INC CAP STK CL C | 998,822 | $313.4M | 5.69% |
| 4 | MICROSOFT CORP | 567,576 | $274.5M | 4.99% |
| 5 | ASHTEAD GROUP PLC SHS | 3,482,242 | $238.3M | 4.33% |
| 6 | RADNET INC COM | 3,231,451 | $230.6M | 4.19% |
| 7 | GALLAGHER ARTHUR J | 879,059 | $227.5M | 4.13% |
| 8 | SOMNIGROUP INTERNATIONAL COM | 2,323,615 | $207.5M | 3.77% |
| 9 | SCHWAB CHARLES CP NEW COM | 2,064,898 | $206.3M | 3.75% |
| 10 | FERGUSON ENTERPRISES INC. | 843,478 | $187.8M | 3.41% |
Quarterly Changes
Top Buys
New Positions (15)
$7.0M · 290K shares
$3.4M · 41K shares
$2.8M · 41K shares
$2.1M · 27K shares
$1.9M · 26K shares
$1.8M · 99K shares
$727K · 30K shares
$657K · 8K shares
$464K · 1K shares
$363K · 9K shares
$237K · 833 shares
$225K · 3K shares
$219K · 740 shares
$180K · 11K shares
$99K · 12K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 44 | $1.9B | 35.3% |
| Healthcare | 24 | $769.6M | 14.4% |
| Unknown | 23 | $636.0M | 11.9% |
| Industrials | 24 | $614.5M | 11.5% |
| Technology | 20 | $613.2M | 11.5% |
| Consumer Cyclical | 12 | $274.8M | 5.1% |
| Real Estate | 4 | $164.4M | 3.1% |
| Energy | 13 | $142.6M | 2.7% |
| Communication Services | 8 | $131.2M | 2.5% |
| Consumer Defensive | 10 | $71.4M | 1.3% |
| Basic Materials | 5 | $25.0M | 0.5% |
| Utilities | 7 | $19.0M | 0.4% |