BECK MACK & OLIVER LLC
CIK: 0000010742Latest portfolio: $5.5B · Q4 2025
Holdings
194
Total Value
$5.5B
New Positions
14
Closed Positions
6
Top Holdings
View All 194 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | APOAPOLLO GLOBAL MGMT INC | 2,764,576 | $400.2M | 7.27% | +7K | |
| 2 | BXBLACKSTONE INC. | 2,149,414 | $331.3M | 6.02% | -4,772 | |
| 3 | —ALPHABET INC CAP STK CL C | 998,822 | $313.4M | 5.69% | -73,585 | |
| 4 | MSFTMICROSOFT CORP | 567,576 | $274.5M | 4.99% | -7,156 | |
| 5 | ASHGYASHTEAD GROUP PLC SHS | 3,482,242 | $238.3M | 4.33% | +6K | |
| 6 | RDNTRADNET INC COM | 3,231,451 | $230.6M | 4.19% | -45,323 | |
| 7 | AJGGALLAGHER ARTHUR J | 879,059 | $227.5M | 4.13% | +145K | |
| 8 | TPDSOMNIGROUP INTERNATIONAL COM | 2,323,615 | $207.5M | 3.77% | +382 | |
| 9 | SCHWSCHWAB CHARLES CP NEW COM | 2,064,898 | $206.3M | 3.75% | +1K | |
| 10 | FERGFERGUSON ENTERPRISES INC. | 843,478 | $187.8M | 3.41% | -5,040 | |
| 11 | ZWSZURN ELKAY WATER SOLUTIONS COR | 3,585,849 | $166.7M | 3.03% | -67,075 | |
| 12 | LHLABCORP HOLDINGS | 627,037 | $157.3M | 2.86% | +16K | |
| 13 | AXPAMERICAN EXPRESS CO | 409,509 | $151.5M | 2.75% | +8K | |
| 14 | CSGPCOSTAR GROUP INC. | 2,224,889 | $149.6M | 2.72% | +501K | |
| 15 | WATWATERS CORPORATION | 390,655 | $148.4M | 2.69% | -4,371 | |
| 16 | CACCCREDIT ACCEP CORP MICH COM | 310,348 | $137.6M | 2.50% | -26,816 | |
| 17 | JPMJPMORGAN CHASE & CO. | 396,974 | $127.9M | 2.32% | -1,294 | |
| 18 | HLTHILTON WORLDWIDE HOLDINGS INC | 410,552 | $117.9M | 2.14% | +160 | |
| 19 | OWLBLUE OWL CAPITAL INC COM CL A | 7,766,893 | $116.0M | 2.11% | +910K | |
| 20 | ABTABBOTT LABS | 874,729 | $109.6M | 1.99% | +11K | |
| 21 | ROPROPER TECHNOLOGIES INC COM | 231,095 | $102.9M | 1.87% | +234 | |
| 22 | —ALPHABET INC CAP STK CL A | 281,118 | $88.0M | 1.60% | -84,569 | |
| 23 | JEFJEFFERIES FINANCIAL GROUP | 1,232,297 | $76.4M | 1.39% | -34,983 | |
| 24 | GSATGLOBALSTAR INC | 1,139,151 | $69.5M | 1.26% | -30,118 | |
| 25 | MTDRMATADOR RES CO COM | 1,432,324 | $60.8M | 1.10% | +28K |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
Financial Services0.0% ($4.001993313102275e+171T)
Healthcare0.0% ($2.305641573111484e+90T)
Industrials0.0% ($1.8778316670610285e+85T)
Unknown0.0% ($3.1343020745287988e+69T)
Technology0.0% ($2.7449123825455762e+66T)
Energy0.0% ($6.078725648254902e+39T)
Consumer Cyclical0.0% ($1.1793153071478623e+39T)
Consumer Defensive0.0% ($3.2676133169063747e+31T)
Communication Services0.0% ($695335391455181406208.0T)
Utilities0.0% ($146581316125111904.0T)
Basic Materials0.0% ($1151992703.5T)
Real Estate0.0% ($14960113.7T)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 12, 2026 | $5.5B | 194 |
| Q3 2025 | Nov 14, 2025 | $5.5T | 187 |
| Q2 2025 | Aug 14, 2025 | $5.2T | 189 |
| Q1 2025 | May 15, 2025 | $5.0T | 187 |
| Q4 2024 | Feb 13, 2025 | $5.4T | 190 |
| Q3 2024 | Nov 13, 2024 | $5141.2T | 177 |
| Q2 2024 | Aug 14, 2024 | $4827.4T | 179 |
| Q1 2024 | May 14, 2024 | $4933.5T | 179 |
| Q4 2023 | Feb 14, 2024 | $4299.3T | 183 |
| Q3 2023 | Nov 14, 2023 | $3820.4T | 170 |
| Q2 2023 | Aug 8, 2023 | $3827.0T | 177 |
| Q1 2023 | May 15, 2023 | $3461.8T | 171 |
| Q4 2022 | Feb 14, 2023 | $3406.5T | 176 |
| Q3 2022 | Nov 10, 2022 | $3.1T | 172 |
| Q2 2022 | Aug 12, 2022 | $3.3T | 177 |
| Q1 2022 | May 16, 2022 | $4.0T | 195 |
| Q4 2021 | Jan 28, 2022 | $4.2T | 210 |
| Q3 2021 | Nov 4, 2021 | $3.9T | 218 |
| Q2 2021 | Jul 28, 2021 | $3.8T | 206 |
| Q1 2021 | May 11, 2021 | $3.2T | 203 |
| Q4 2020 | Feb 10, 2021 | $3.0T | 202 |
| Q3 2020 | Nov 2, 2020 | $2.7T | 196 |
| Q2 2020 | Aug 10, 2020 | $2.7T | 201 |
| Q1 2020 | May 5, 2020 | $2.2T | 190 |
| Q4 2019 | Feb 7, 2020 | $3.0T | 219 |
| Q3 2019 | Nov 6, 2019 | $2.8T | 214 |
| Q2 2019 | Aug 13, 2019 | $2.8T | 224 |
| Q1 2019 | May 2, 2019 | $2.8T | 225 |
| Q4 2018 | Feb 4, 2019 | $2.5T | 237 |
| Q3 2018 | Oct 29, 2018 | $3.1T | 240 |
| Q2 2018 | Jul 25, 2018 | $3.0T | 241 |
| Q1 2018 | Apr 25, 2018 | $3.0T | 246 |
| Q4 2017 | Feb 2, 2018 | $3.0T | 246 |
| Q3 2017 | Oct 27, 2017 | $3.0T | 250 |
| Q2 2017 | Jul 26, 2017 | $3.0T | 253 |
| Q1 2017 | Apr 28, 2017 | $2.9T | 246 |
| Q4 2016 | Jan 31, 2017 | $2.8T | 242 |
| Q3 2016 | Oct 28, 2016 | $2.8T | 253 |
| Q2 2016 | Jul 29, 2016 | $2.8T | 339 |
| Q1 2016 | Apr 27, 2016 | $2.9T | 340 |
Fund Information
BECK MACK & OLIVER LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $5.5B across 194 holdings. The largest position is APOLLO GLOBAL MGMT INC (APO), representing 7.3% of the portfolio. Compared to the previous quarter, the fund opened 15 new positions and closed 8 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.