BECK MACK & OLIVER LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$5.2B
Holdings
189
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (189 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | APOAPOLLO GLOBAL MGMT INC | 2,803,762 | $397.8B | 7593.05% | |
| 2 | BXBLACKSTONE INC. | 2,216,245 | $331.5B | 6328.14% | |
| 3 | MSFTMICROSOFT CORP | 646,907 | $321.8B | 6142.44% | |
| 4 | ASHGYASHTEAD GROUP PLC | 3,512,867 | $224.9B | 4293.68% | |
| 5 | AJGGALLAGHER ARTHUR J | 701,443 | $224.5B | 4286.37% | |
| 6 | —ALPHABET INC CAP STK CL C | 1,117,583 | $198.2B | 3784.37% | |
| 7 | SCHWSCHWAB CHARLES CP NEW COM | 2,104,071 | $192.0B | 3664.63% | |
| 8 | CACCCREDIT ACCEP CORP MICH COM | 376,383 | $191.7B | 3660.15% | |
| 9 | FERGFERGUSON ENTERPRISES INC. | 861,884 | $187.7B | 3582.54% | |
| 10 | RDNTRADNET INC COM | 3,263,141 | $185.7B | 3544.94% | |
| 11 | LHLABCORP HOLDINGS | 614,035 | $161.2B | 3076.97% | |
| 12 | TPDSOMNIGROUP INTERNATIONAL COM | 2,336,285 | $159.0B | 3034.86% | |
| 13 | CSGPCOSTAR GROUP INC. | 1,726,646 | $138.8B | 2649.99% | |
| 14 | ZWSZURN ELKAY WATER SOLUTIONS COR | 3,706,347 | $135.5B | 2587.35% | |
| 15 | OWLBLUE OWL CAPITAL INC COM CL A | 6,776,226 | $130.2B | 2484.85% | |
| 16 | AXPAMERICAN EXPRESS CO | 403,450 | $128.7B | 2456.62% | |
| 17 | ROPROPER TECHNOLOGIES INC COM | 226,438 | $128.4B | 2450.16% | |
| 18 | JPMJPMORGAN CHASE & CO. | 403,865 | $117.1B | 2235.03% | |
| 19 | ABTABBOTT LABS | 846,403 | $115.1B | 2197.52% | |
| 20 | HLTHILTON WORLDWIDE HOLDINGS INC | 416,673 | $111.0B | 2118.44% | |
| 21 | FISVFISERV INC | 634,903 | $109.5B | 2089.56% | |
| 22 | WATWATERS CORPORATION | 249,188 | $87.0B | 1660.30% | |
| 23 | —ALPHABET INC CAP STK CL A | 426,632 | $75.2B | 1435.22% | |
| 24 | JEFJEFFERIES FINANCIAL GROUP | 1,283,354 | $70.2B | 1339.80% | |
| 25 | MTDRMATADOR RES CO COM | 1,407,822 | $67.2B | 1282.43% | |
| 26 | QCOMQUALCOMM INC COM | 340,230 | $54.2B | 1034.34% | |
| 27 | MAMASTERCARD INC CL A | 95,617 | $53.7B | 1025.67% | |
| 28 | MKLMARKEL GROUP INC. | 25,350 | $50.6B | 966.54% | |
| 29 | WABWABTEC CORPORATION | 241,765 | $50.6B | 966.16% | |
| 30 | RUSHARUSH ENTERPRISES INC CL A | 981,388 | $50.6B | 964.98% | |
| 31 | BRK/BBERKSHIRE HATHAW.CLB | 94,625 | $46.0B | 877.45% | |
| 32 | AMZNAMAZON.COM INC | 178,920 | $39.3B | 749.31% | |
| 33 | BNBROOKFIELD CORP CL A LMT VTG S | 563,555 | $34.9B | 665.37% | |
| 34 | JNJJOHNSON & JOHNSON | 226,955 | $34.7B | 661.77% | |
| 35 | LOWLOWES COS INC COM | 142,143 | $31.5B | 602.02% | |
| 36 | WMTWAL MART INC. | 300,707 | $29.4B | 561.28% | |
| 37 | UNPUNION PAC CORP | 127,641 | $29.4B | 560.60% | |
| 38 | WMBWILLIAMS COS INC DEL | 451,474 | $28.4B | 541.31% | |
| 39 | GSATGLOBALSTAR INC | 1,180,835 | $27.8B | 530.84% | |
| 40 | EPDENTERPRISE PRODS PARTNERS LP | 894,860 | $27.7B | 529.71% | |
| 41 | WBDWARNER BROS DISCOVERY INC COM | 2,243,179 | $25.7B | 490.72% | |
| 42 | AAPLAPPLE INC COM | 112,966 | $23.2B | 442.43% | |
| 43 | HUBBHUBBELL INC COM | 49,769 | $20.3B | 388.01% | |
| 44 | ESGRENSTAR GROUP LTD | 57,696 | $19.4B | 370.45% | |
| 45 | TEVATEVA PHARMAC.IND.ADR | 1,098,985 | $18.4B | 351.60% | |
| 46 | SDHCSMITH DOUGLAS HOMES CO COM SHS | 835,685 | $16.2B | 309.80% | |
| 47 | ENBENBRIDGE INC COM | 347,594 | $15.8B | 300.71% | |
| 48 | DUKDUKE ENERGY CORP NEW COM NEW | 125,965 | $14.9B | 283.74% | |
| 49 | SYYSYSCO CORP COM | 182,111 | $13.8B | 263.30% | |
| 50 | SHWSHERWIN WILLIAMS CO COM | 35,763 | $12.3B | 234.41% | |
| 51 | ARESARES MGMT L P COM UNIT RP IN | 65,587 | $11.4B | 216.85% | |
| 52 | PKEPARK AEROSPACE CORP. | 752,097 | $11.1B | 212.05% | |
| 53 | NTRNUTRIEN LTD COM | 186,040 | $10.8B | 206.83% | |
| 54 | BACVERIZON COMM. | 232,821 | $10.1B | 192.31% | |
| 55 | DOVDOVER CORP | 54,608 | $10.0B | 191.00% | |
| 56 | FTREFORTREA HOLDINGS INC. | 2,018,932 | $10.0B | 190.39% | |
| 57 | COSTCOSTCO WHSL CORP NEW | 9,881 | $9.8B | 186.71% | |
| 58 | CWGLCRIMSON WINE GROUP LTD COM | 1,707,552 | $9.4B | 179.28% | |
| 59 | DIBS1STDIBS COM INC COM | 3,287,819 | $9.0B | 172.59% | |
| 60 | ADPAUTOM.DATA PROCESSING | 28,165 | $8.7B | 165.81% | |
| 61 | PGPROCTER & GAMBLE | 51,938 | $8.3B | 157.96% | |
| 62 | MRKMERCK & CO INC | 97,682 | $7.7B | 147.61% | |
| 63 | TSQTOWNSQUARE MEDIA INC CL A | 967,425 | $7.7B | 146.08% | |
| 64 | KKRKKR & CO INC. | 57,466 | $7.6B | 145.93% | |
| 65 | FDXFEDEX CORP | 29,544 | $6.7B | 128.20% | |
| 66 | HDHOME DEPOT INC COM | 18,189 | $6.7B | 127.30% | |
| 67 | PGRPROGRESSIVE CORP OHIO | 24,464 | $6.5B | 124.62% | |
| 68 | KMBKIMBERLY CLARK CORP | 44,498 | $5.7B | 109.51% | |
| 69 | BAMBROOKFIELD ASSET MANAG CL A LM | 97,102 | $5.4B | 102.47% | |
| 70 | AXSAXIS CAP.HOLDGS.LTD. | 47,706 | $5.0B | 94.55% | |
| 71 | XOMEXXON MOBIL CORP | 44,934 | $4.8B | 92.47% | |
| 72 | VVISA INC COM CL A | 13,425 | $4.8B | 90.99% | |
| 73 | VTSVITESSE ENERGY INC | 208,346 | $4.6B | 87.85% | |
| 74 | AWIARMSTRONG WORLD INDS I COM | 27,256 | $4.4B | 84.52% | |
| 75 | LINLINDE PLC COM | 8,291 | $3.9B | 74.26% | |
| 76 | GQ9SPDR GOLD TRUST | 11,475 | $3.5B | 66.77% | |
| 77 | ABBVABBVIE INC. COM | 18,291 | $3.4B | 64.81% | |
| 78 | MTBM & T BK CORP | 17,451 | $3.4B | 64.62% | |
| 79 | PEPPEPSICO INC COM | 23,903 | $3.2B | 60.25% | |
| 80 | IVVISHARES S&P 500 INDEX FUND | 4,407 | $2.7B | 52.23% | |
| 81 | DEDEERE & CO COM | 5,350 | $2.7B | 51.93% | |
| 82 | GLGLOBE LIFE INC COM | 21,125 | $2.6B | 50.12% | |
| 83 | BKBANK NEW YORK MELLON CORP | 25,877 | $2.4B | 45.01% | |
| 84 | PFEPFIZER INC | 88,625 | $2.1B | 41.01% | |
| 85 | GEGE AEROSPACE | 7,262 | $1.9B | 35.68% | |
| 86 | NSRGYNESTLE SA SPONSORED ADR | 18,290 | $1.8B | 34.68% | |
| 87 | TJXTJX COS INC NEW COM | 13,521 | $1.7B | 31.87% | |
| 88 | DOXAMDOCS LTD | 17,725 | $1.6B | 30.87% | |
| 89 | METAMETA PLATFORMS INC CL A | 2,084 | $1.5B | 29.36% | |
| 90 | RTXRTX CORP. | 10,215 | $1.5B | 28.47% | |
| 91 | CVXCHEVRON CORPORATION | 10,237 | $1.5B | 27.98% | |
| 92 | CVSCVS HEALTH CORP COM | 20,853 | $1.4B | 27.46% | |
| 93 | VOOVANGUARD INDEX FDS S&P 500 ETF | 2,505 | $1.4B | 27.16% | |
| 94 | WMSADVANCED DRAIN SYS INC COM | 12,194 | $1.4B | 26.74% | |
| 95 | AMGNAMGEN INC COM | 4,992 | $1.4B | 26.61% | |
| 96 | PEGPUBLIC SERVICE ENTERPRISE GR | 16,400 | $1.4B | 26.35% | |
| 97 | RKTROCKET COS INC COM CL A | 90,000 | $1.3B | 24.36% | |
| 98 | DHRDANAHER CORP DEL | 6,395 | $1.3B | 24.11% | |
| 99 | —HESS CORPORATION | 9,000 | $1.2B | 23.80% | |
| 100 | KOCOCA-COLA CO | 17,421 | $1.2B | 23.53% |
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