BECK MACK & OLIVER LLC Q2 2023 Filing

Filed August 8, 2023

Portfolio Value

$3.8B

Holdings

176

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (176 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
820,368$279.4T7299880.30%
2
APOAPOLLO GLOBAL MGMT INC
3,110,496$238.9T6242901.35%
3
BXBLACKSTONE INC.
2,378,951$221.2T5779194.06%
4
ESGRENSTAR GROUP LTD
682,954$166.8T4358602.72%
5
ASHGYASHTEAD GROUP PLC SHS
2,389,682$165.4T4322627.02%
6
CACCCREDIT ACCEP CORP MICH COM
325,353$165.3T4318149.96%
7
AJGGALLAGHER ARTHUR J
694,735$152.5T3985944.21%
8
ALPHABET INC CAP STK CL C
1,180,504$142.8T3731506.35%
9
LAB.CP OF AMER HLDGS.
565,964$136.6T3568940.81%
10
RDNTRADNET INC COM
3,260,242$106.3T2778899.47%
11
SCHWSCHWAB CHARLES CP NEW COM
1,846,249$104.6T2734382.53%
12
ROPROPER TECHNOLOGIES INC COM
209,983$101.0T2638078.01%
13
ABTABBOTT LABS
781,689$85.2T2226789.86%
14
ZWSZURN ELKAY WATER SOLUTIONS COR
2,974,708$80.0T2090134.26%
15
EPDENTERPRISE PRODS PARTNERS LP
2,695,862$71.0T1856168.11%
16
CSGPCOSTAR GROUP INC.
784,611$69.8T1824666.25%
17
ALPHABET INC CAP STK CL A
547,385$65.5T1712088.02%
18
JPMJPMORGAN CHASE & CO.
443,862$64.6T1686826.41%
19
WATWATERS CORPORATION
241,301$64.3T1680585.30%
20
SHWSHERWIN WILLIAMS CO COM
242,094$64.3T1679658.26%
21
JEFJEFFERIES FINANCIAL GROUP
1,847,368$61.3T1601171.80%
22
BRK/BBERKSHIRE HATHAW.CLB
179,563$61.2T1599964.23%
23
FISVFISERV INC
482,819$60.9T1591514.68%
24
AXPAMERICAN EXPRESS CO
328,069$57.1T1493320.05%
25
MTDRMATADOR RES CO COM
1,038,790$54.3T1420150.60%
26
HLTHILTON WORLDWIDE HOLDINGS INC
360,677$52.5T1371733.35%
27
QCOMQUALCOMM INC COM
429,555$51.1T1336136.22%
28
FERGFERGUSON PLC NEW SHS
319,322$50.2T1312575.26%
29
OWLBLUE OWL CAPITAL INC COM CL A
4,244,870$49.5T1292198.90%
30
MKLMARKEL GROUP INC.
33,793$46.7T1221362.25%
31
JNJJOHNSON & JOHNSON
278,233$46.1T1203367.16%
32
MAMASTERCARD INC CL A
112,395$44.2T1155079.17%
33
UNPUNION PAC CORP
180,241$36.9T963697.44%
34
LOWLOWES COS INC COM
162,244$36.6T956839.84%
35
WABWABTEC CORPORATION
300,389$32.9T860817.16%
36
WBDWARNER BROS DISCOVERY INC COM
2,333,950$29.3T764765.21%
37
TEVATEVA PHARMAC.IND.ADR
3,737,686$28.1T735422.37%
38
AAPLAPPLE INC COM
137,218$26.6T695481.29%
39
RUSHARUSH ENTERPRISES INC CL A
363,657$22.1T577172.69%
40
BNBROOKFIELD CORP CL A LMT VTG S
606,644$20.4T533406.16%
41
GSATUSDGLOBALSTAR INC
18,615,600$20.1T525339.23%
42
DOVDOVER CORP
133,808$19.8T516242.26%
43
HUBBHUBBELL INC COM
57,165$19.0T495257.85%
44
WMTWAL MART INC.
115,356$18.1T473779.77%
45
WMBWILLIAMS COS INC DEL
511,275$16.7T435923.89%
46
ASHGYASHTEAD GROUP PLC
240,525$16.7T435078.76%
47
MRKMERCK & CO INC
136,942$15.8T412897.78%
48
SYYSYSCO CORP COM
192,478$14.3T373184.89%
49
WMSADVANCED DRAIN SYS INC COM
125,137$14.2T372040.92%
50
ENBENBRIDGE INC COM
377,097$14.0T366058.88%
51
CWGLCRIMSON WINE GROUP LTD COM
2,017,847$13.5T353266.19%
52
PKEPARK AEROSPACE CORP.
873,600$12.1T315014.65%
53
DUKDUKE ENERGY CORP NEW COM NEW
131,060$11.8T307323.14%
54
NTRNUTRIEN LTD COM
183,410$10.8T282997.09%
55
BACVERIZON COMM.
282,907$10.5T274921.62%
56
TSQTOWNSQUARE MEDIA INC CL A
743,713$8.9T231449.47%
57
FDXFEDEX CORP
35,498$8.8T229942.60%
58
PGPROCTER & GAMBLE
53,442$8.1T211895.54%
59
KMBKIMBERLY CLARK CORP
54,448$7.5T196421.42%
60
XOMEXXON MOBIL CORP
55,160$5.9T154582.60%
61
DIBS1STDIBS COM INC COM
1,500,814$5.6T146668.72%
62
COSTCOSTCO WHSL CORP NEW
10,168$5.5T143038.11%
63
ARESARES MGMT L P COM UNIT RP IN
53,610$5.2T134969.80%
64
TCN1EURTRICON RESIDENTIAL INC COM NPV
585,491$5.2T134783.02%
65
VTSVITESSE ENERGY INC
229,930$5.2T134580.67%
66
LUMNLUMEN TECHNOLOGIES
2,201,251$5.0T129992.12%
67
HDHOME DEPOT INC COM
15,531$4.8T126065.38%
68
ABBVABBVIE INC. COM
33,638$4.5T118422.31%
69
BAMBROOKFIELD ASSET MANAG CL A LM
130,636$4.3T111383.03%
70
PEPPEPSICO INC COM
22,662$4.2T109677.29%
71
BRK-BBERKSHIRE HATHAW.CLA
8$4.1T108242.91%
72
KKRKKR & CO INC.
72,142$4.0T105563.86%
73
PFEPFIZER INC
92,462$3.4T88619.98%
74
MTBM & T BK CORP
26,233$3.2T84833.48%
75
BAXBAXTER INTL INC
69,245$3.2T82434.91%
76
AXSAXIS CAP.HOLDGS.LTD.
56,531$3.0T79515.19%
77
DHRDANAHER CORP DEL
12,110$2.9T75944.17%
78
PGRPROGRESSIVE CORP OHIO
20,885$2.8T72237.55%
79
LINLINDE PLC COM
7,015$2.7T69852.64%
80
GQ9SPDR GOLD TRUST
13,134$2.3T61180.68%
81
GLGLOBE LIFE INC COM
21,125$2.3T60509.79%
82
AWIARMSTRONG WORLD INDS I COM
30,288$2.2T58138.05%
83
MTDMETTLER TOLEDO INT'L
1,695$2.2T58092.95%
84
DEDEERE & CO COM
5,200$2.1T55055.55%
85
NSRGYNESTLE SA SPONSORED ADR
16,250$2.0T51102.08%
86
IVVISHARES S&P 500 INDEX FUND
4,217$1.9T49112.83%
87
AMZNAMAZON.COM INC
14,355$1.9T48897.50%
88
VVISA INC COM CL A
7,700$1.8T47781.17%
89
CVXCHEVRON CORPORATION
10,522$1.7T43261.76%
90
SLBSCHLUMBERGER LTD
33,000$1.6T42355.65%
91
KOCOCA-COLA CO
25,902$1.6T40758.01%
92
EWEDWARDS LIFESCIENCES COR
15,120$1.4T37268.40%
93
COLLEGE RETIREMENT EQU EQTY IN
3,589$1.4T36238.18%
94
HESS CORPORATION
9,000$1.2T31971.33%
95
VOOVANGUARD INDEX FDS S&P 500 ETF
2,976$1.2T31671.23%
96
NEENEXTERA ENERGY INC.
16,328$1.2T31657.46%
97
NDSNNORDSON CORP COM
4,800$1.2T31127.70%
98
CNRCANADIAN NATL RAILWAY
9,650$1.2T30528.33%
99
RTXRAYTHEON TECHNOLOGIES COM
11,000$1.1T28156.62%
100
COLLEGE RETIREMENT EQU STK ACC
1,459$1.1T27898.35%
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