BECK MACK & OLIVER LLC Q1 2023 Filing

Filed May 15, 2023

Portfolio Value

$3.5B

Holdings

171

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (171 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
865,673$249.6T7209352.70%
2
BXBLACKSTONE INC.
2,377,409$208.8T6032455.51%
3
APOAPOLLO GLOBAL MGMT INC
3,106,804$196.2T5668313.55%
4
ASHGYASHTEAD GROUP PLC SHS
2,595,065$158.9T4589331.16%
5
ESGRENSTAR GROUP LTD
684,277$158.6T4581677.75%
6
CACCCREDIT ACCEP CORP MICH COM
324,373$141.4T4085723.10%
7
AJGGALLAGHER ARTHUR J
693,015$132.6T3829820.78%
8
ALPHABET INC CAP STK CL C
1,192,119$124.0T3581383.68%
9
LAB.CP OF AMER HLDGS.
485,849$111.5T3219811.68%
10
ROPROPER TECHNOLOGIES INC COM
211,897$93.4T2697465.54%
11
SCHWSCHWAB CHARLES CP NEW COM
1,653,258$86.6T2501521.03%
12
RDNTRADNET INC COM
3,253,013$81.4T2352039.16%
13
ABTABBOTT LABS
777,168$78.7T2273268.60%
14
WATWATERS CORPORATION
227,731$70.5T2036868.96%
15
EPDENTERPRISE PRODS PARTNERS LP
2,647,544$68.6T1980800.98%
16
JEFJEFFERIES FINANCIAL GROUP
1,901,003$60.3T1742960.82%
17
JPMJPMORGAN CHASE & CO.
449,545$58.6T1692186.96%
18
ALPHABET INC CAP STK CL A
546,178$56.7T1636577.15%
19
BRK/BBERKSHIRE HATHAW.CLB
181,648$56.1T1620181.32%
20
SHWSHERWIN WILLIAMS CO COM
247,863$55.7T1609342.80%
21
QCOMQUALCOMM INC COM
429,245$54.8T1581925.56%
22
FISVFISERV INC
483,114$54.6T1577397.86%
23
ZWSZURN ELKAY WATER SOLUTIONS COR
2,537,160$54.2T1565478.14%
24
CSGPCOSTAR GROUP INC.
781,507$53.8T1554299.54%
25
AXPAMERICAN EXPRESS CO
309,447$51.0T1474473.72%
26
TEVATEVA PHARMAC.IND.ADR
5,695,658$50.4T1456079.45%
27
HLTHILTON WORLDWIDE HOLDINGS INC
353,832$49.8T1439837.65%
28
MTDRMATADOR RES CO COM
1,033,645$49.3T1422761.76%
29
MKLMARKEL CORP COM
35,130$44.9T1296302.50%
30
OWLBLUE OWL CAPITAL INC COM CL A
3,991,395$44.2T1277504.31%
31
MAMASTERCARD INC CL A
121,353$44.1T1273926.52%
32
JNJJOHNSON & JOHNSON
280,230$43.4T1254712.50%
33
FERGFERGUSON PLC NEW SHS
308,469$41.3T1191799.56%
34
UNPUNION PAC CORP
181,736$36.6T1056565.27%
35
WBDWARNER BROS DISCOVERY INC COM
2,271,167$34.3T990658.39%
36
LOWLOWES COS INC COM
165,142$33.0T953938.31%
37
WABWABTEC CORPORATION
316,662$32.0T924428.12%
38
AAPLAPPLE INC COM
138,303$22.8T658795.93%
39
BNBROOKFIELD CORP CL A LMT VTG S
657,112$21.4T618616.73%
40
GSATUSDGLOBALSTAR INC
18,452,200$21.4T618306.83%
41
DOVDOVER CORP
136,545$20.7T599302.33%
42
WMTWAL MART INC.
117,631$17.3T501032.35%
43
WMSADVANCED DRAIN SYS INC COM
205,857$17.3T500756.43%
44
WMBWILLIAMS COS INC DEL
513,175$15.3T442642.60%
45
SYYSYSCO CORP COM
194,994$15.1T435015.76%
46
MRKMERCK & CO INC
139,120$14.8T427551.79%
47
ENBENBRIDGE INC COM
380,657$14.5T419494.51%
48
HUBBHUBBELL INC COM
57,472$14.0T403937.49%
49
NTRNUTRIEN LTD COM
183,460$13.5T391372.03%
50
DUKDUKE ENERGY CORP NEW COM NEW
133,308$12.9T371489.38%
51
CWGLCRIMSON WINE GROUP LTD COM
2,024,017$12.4T359573.10%
52
PKEPARK AEROSPACE CORP.
845,817$11.4T328621.98%
53
BACVERIZON COMM.
289,794$11.3T325555.66%
54
FDXFEDEX CORP
36,566$8.4T241347.35%
55
PGPROCTER & GAMBLE
54,476$8.1T233983.29%
56
KMBKIMBERLY CLARK CORP
55,748$7.5T216144.63%
57
XOMEXXON MOBIL CORP
55,589$6.1T176090.13%
58
LUMNLUMEN TECHNOLOGIES
2,281,668$6.0T174661.11%
59
ABBVABBVIE INC. COM
35,563$5.7T163720.42%
60
TSQTOWNSQUARE MEDIA INC CL A
684,961$5.5T158290.09%
61
HDHOME DEPOT INC COM
18,439$5.4T157193.26%
62
DIBS1STDIBS COM INC COM
1,324,817$5.3T151930.25%
63
COSTCOSTCO WHSL CORP NEW
10,168$5.1T145936.70%
64
BAMBROOKFIELD ASSET MANAG CL A LM
143,295$4.7T135438.52%
65
VTSVITESSE ENERGY INC
242,594$4.6T133357.29%
66
ARESARES MGMT L P COM UNIT RP IN
52,180$4.4T125769.77%
67
PEPPEPSICO INC COM
22,662$4.1T119336.78%
68
TCN1EURTRICON RESIDENTIAL INC COM NPV
506,482$3.9T113387.11%
69
KKRKKR & CO INC.
72,167$3.8T109486.68%
70
PFEPFIZER INC
92,462$3.8T108973.62%
71
BRK-BBERKSHIRE HATHAW.CLA
8$3.7T107597.17%
72
MTBM & T BK CORP
26,993$3.2T93233.35%
73
AXSAXIS CAP.HOLDGS.LTD.
58,231$3.2T91708.16%
74
PGRPROGRESSIVE CORP OHIO
22,020$3.2T90998.33%
75
DHRDANAHER CORP DEL
12,175$3.1T88641.35%
76
BAXBAXTER INTL INC
73,745$3.0T86402.92%
77
LINLINDE PLC COM
8,215$2.9T84347.42%
78
MTDMETTLER TOLEDO INT'L
1,715$2.6T75807.65%
79
GQ9SPDR GOLD TRUST
13,434$2.5T71101.05%
80
GLGLOBE LIFE INC COM
21,125$2.3T67137.68%
81
AWIARMSTRONG WORLD INDS I COM
32,408$2.3T66692.05%
82
DEDEERE & CO COM
5,200$2.1T62019.05%
83
MDXGMIMEDX GROUP INC COM
605,678$2.1T59661.49%
84
NSRGYNESTLE SA SPONSORED ADR
16,250$2.0T57122.38%
85
SLBSCHLUMBERGER LTD
38,000$1.9T53896.80%
86
VVISA INC COM CL A
7,700$1.7T50148.52%
87
IVVISHARES S&P 500 INDEX FUND
4,217$1.7T50075.78%
88
CVXCHEVRON CORPORATION
10,522$1.7T49591.82%
89
AMZNAMAZON.COM INC
16,530$1.7T49320.69%
90
KOCOCA-COLA CO
25,943$1.6T46485.75%
91
BKIEURBLACK KNIGHT INC COM
27,125$1.6T45101.23%
92
COLLEGE RETIREMENT EQU EQTY IN
3,588$1.3T36978.53%
93
NEENEXTERA ENERGY INC.
16,361$1.3T36429.19%
94
EWEDWARDS LIFESCIENCES COR
15,120$1.3T36133.74%
95
HESS CORPORATION
9,000$1.2T34405.79%
96
VOOVANGUARD INDEX FDS S&P 500 ETF
3,126$1.2T33959.06%
97
CNRCANADIAN NATL RAILWAY
9,960$1.2T33941.32%
98
RNRRENAISSANCE RE HLDGS
5,400$1.1T31250.67%
99
RTXRAYTHEON TECHNOLOGIES COM
11,000$1.1T31117.62%
100
NDSNNORDSON CORP COM
4,800$1.1T30817.72%
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