BECK MACK & OLIVER LLC

Registered adviser

CIK

10742

Location

NEW YORK, NY

Portfolio Value

Mid $5,159,982,105

Diversification

Diversified

Filing Date

Global Rank

#870 / 8,818 ▼ 58

Top Industry

Asset Management 13.3%

Period ended 4 months ago

Filed Aug 14, 2026 · 2mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 105466

Roster of Oct 1, 2026

Regulatory AUM

$6,180,820,812

Main clients

Individuals and high net worth (83% of AUM)

Private funds

19 funds · Other private funds

Focus by fund count, roster of Oct 1, 2026

$328,596,483 gross assets

Registered funds advised

1 series (0 index, 0 ETFs)

$77,100,360 net assets· N-CEN Mar 31, 2026

LEI

2549004YP4KLXNS87R38

Private funds on Schedule D 7.B.(1)

As filed Mar 26, 2024; SEC's bulk Form ADV archive ends with 2024 filings.

$248,319,854 gross assets in 21 funds Hedge funds $166,431,980 (2) Other private funds $81,887,874 (19)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$6,180,820,812	Individuals and high net worth (83%)
Apr 2025 to Mar 2026	$5,908,554,664	Individuals and high net worth (82%)
Apr 2024 to Mar 2025	$4,760,323,449	Individuals and high net worth (83%)
May 2023 to Mar 2024	$3,861,096,423	Individuals and high net worth (83%)
Apr 2023	$3,861,096,423	Individuals and high net worth (83%)
Mar 2022 to Mar 2023	$4,750,619,302	Individuals and high net worth (84%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 46.5%, 31.1 effective positions, active share 78.1% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

9.5% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 21.0 quarters (12+), a floor since 66.2% of the book was already held when coverage starts

Closest benchmark: the S&P 500 as of 2026-06-30, active share 78.1%; sector active share 40.4% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

193 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

7.1%

+0.2 pts

Top 5

27.6%

−0.1 pts

Top 10

46.5%

−0.7 pts

HHI

321

Diversified−0

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	35.1%	$1,809,689,789	41
Healthcare	16.1%	$828,843,052	26
Industrials	14.8%	$764,600,111	25
Consumer Cyclical	9.9%	$511,121,402	12
Communication Services	9.7%	$501,341,119	12
Technology	7.1%	$364,893,187	20
Energy	3.2%	$163,427,040	16
Consumer Defensive	1.6%	$83,253,388	11
Real Estate	1.4%	$73,692,894	6
Basic Materials	0.5%	$26,084,410	8
Utilities	0.4%	$20,188,751	5
Unclassified	0.2%	$12,846,962	11

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ALC	Alcon Inc	+628,476	837,556	$56,200,007
ABT	Abbott Laboratories	+188,100	1,123,527	$101,948,839
SGI	Somnigroup International Inc.	+59,038	2,468,485	$193,529,224
RKT	Rocket Companies, Inc.	+27,900	312,900	$4,928,175
ARES	Ares Management Corp	+22,099	139,649	$15,544,330
PPTA	Perpetua Resources Corp.	+16,000	36,700	$761,892
AMZN	Amazon Com Inc	+14,172	242,567	$57,813,418
BN	BROOKFIELD Corp	+13,717	817,702	$34,825,928
BWIN	Baldwin Insurance Group, Inc.	+10,935	438,020	$11,642,571
EPD	Enterprise Products Partners L.P.	+7,423	824,469	$30,307,480
TEVA	Teva Pharmaceutical Industries Ltd	+5,675	1,057,375	$35,823,865
AWI	Armstrong World Industries Inc	+4,400	26,999	$4,331,179
PAYX	Paychex Inc	+4,000	9,737	$957,439
DHR	Danaher Corp	+3,985	5,980	$1,139,070
ABBV	AbbVie Inc.	+3,416	17,645	$4,440,187
DOV	DOVER Corp	+2,855	42,016	$9,423,348
KLAC	Kla Corp	+2,691	2,990	$902,112
KKR	KKR & Co. Inc.	+2,000	44,990	$4,129,182
KMI	Kinder Morgan, Inc.	+2,000	8,050	$257,358
LIN	Linde PLC	+2,000	8,246	$4,279,179
WAT	Waters Corp	+1,943	434,149	$162,823,240
NTR	Nutrien Ltd.	+1,525	182,435	$11,484,283
DUK	Duke Energy CORP	+1,290	126,395	$15,999,079
SYY	Sysco Corp	+1,240	180,846	$15,115,108
MO	Altria Group, Inc.	+1,000	19,896	$1,431,517
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CSGP	Costar Group, Inc.	−842,742	2,084,233	$59,025,478
OWL	Blue Owl Capital Inc.	−431,053	4,820,425	$42,178,718
PKE	Park Aerospace Corp	−264,625	158,349	$6,042,597
WBD	Warner Bros. Discovery, Inc.	−246,876	962,144	$25,650,759
SUNB	Sunbelt Rentals Holdings, Inc.	−208,565	3,168,656	$237,047,155
CWGL	Crimson Wine Group, Ltd	−146,000	1,367,472	$6,044,226
TSQ	Townsquare Media, Inc.	−141,252	473,400	$3,346,938
GOOG	Alphabet Inc.	−116,812	804,126	$284,121,839
FTRE	Fortrea Holdings Inc.	−112,990	834,758	$14,524,789
APO	Apollo Global Management, Inc.	−71,161	2,693,798	$318,703,241
ZWS	Zurn Elkay Water Solutions Corp	−66,584	3,431,406	$173,388,945
FERG	Ferguson Enterprises Inc.	−54,811	777,845	$184,605,953
HLT	Hilton Worldwide Holdings Inc.	−34,173	360,375	$119,089,522
BX	Blackstone Inc.	−29,012	2,230,056	$262,410,689
RUSHA	Rush Enterprises Inc \Tx\	−27,354	930,268	$101,850,391
SCHW	Schwab Charles Corp	−26,555	2,016,840	$186,093,826
GOOGL	Alphabet Inc.	−19,526	223,068	$79,717,811
SDHC	Smith Douglas Homes Corp.	−15,528	835,065	$12,976,910
JPM	Jpmorgan Chase & Co	−12,860	374,875	$122,707,833
GSAT	Globalstar, Inc.	−12,779	1,104,340	$89,771,798
COO	Cooper Companies, Inc.	−11,445	63,555	$4,557,529
LH	Labcorp Holdings Inc.	−11,388	605,243	$169,468,040
DIBS	1stdibs.com, Inc.	−10,640	1,287,621	$6,309,342
MSFT	Microsoft Corp	−10,402	545,934	$203,644,300
ADP	Automatic Data Processing Inc	−10,030	5,453	$1,221,199
No positions match the current search.

New Positions

Positions the filer opened this quarter

13 positions

Ticker	Company	Shares	Value
SHC	Sotera Health Co	552,450	$9,805,987
FDXF	FedEx Freight Holding Company, Inc.	13,208	$1,994,408
LMRI	Lumexa Imaging Holdings, Inc.	170,700	$1,925,496
ARXS	Arxis, Inc.	22,500	$1,038,150
EGP	Eastgroup Properties Inc	2,700	$546,831
ARM	Arm Holdings PLC	1,000	$354,570
GLW	Corning Inc	1,105	$282,250
NUE	Nucor Corp	1,100	$245,025
TD	Toronto Dominion Bank	2,000	$242,860
IRM	Iron Mountain Inc	1,674	$211,442
OKE	Oneok Inc	2,364	$205,526
UNH	Unitedhealth Group Inc	493	$204,905
PRZO	ParaZero Technologies Ltd.	27,900	$13,559
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
TT	Trane Technologies plc	1,193	$497,170
KTOS	Kratos Defense & Security Solutions, Inc.	3,712	$261,733
ZTS	Zoetis Inc.	2,205	$260,653
ACN	Accenture plc	1,270	$251,828
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

193 tracked positions · $5,159,982,105 total · filing declares 201 positions · $5,128,876,867 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 193 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
APO	Apollo Global Management, Inc. Financial Services	Reduced	2,693,798	-71,161	$318,703,241	+3.5%	19	$72.98	6.18%
GOOG	Alphabet Inc. Communication Services	Reduced	804,126	-116,812	$284,121,839	+7.5%	26+	before history	5.51%
BX	Blackstone Inc. Financial Services	Reduced	2,230,056	-29,012	$262,410,689	+1.0%	26+	before history	5.09%
AJG	Arthur J. Gallagher & Co. Financial Services	Reduced	1,061,905	-661	$243,781,530	+5.9%	26+	before history	4.72%
SUNB	Sunbelt Rentals Holdings, Inc. Industrials	Reduced	3,168,656	-208,565	$237,047,155	+7.8%	2	$70.19	4.59%
MSFT	Microsoft Corp Technology	Reduced	545,934	-10,402	$203,644,300	−1.1%	26+	before history	3.95%
RDNT	RadNet, Inc. Healthcare	Reduced	3,163,592	-2,600	$195,098,718	+10.3%	26+	before history	3.78%
CACC	Credit Acceptance Corp Financial Services	Reduced	305,983	-3,001	$194,831,615	+48.9%	26+	before history	3.78%
SGI	Somnigroup International Inc. Consumer Cyclical	Added	2,468,485	+59,038	$193,529,224	+8.7%	6	$61.91	3.75%
SCHW	Schwab Charles Corp Financial Services	Reduced	2,016,840	-26,555	$186,093,826	−3.1%	26+	before history	3.61%
FERG	Ferguson Enterprises Inc. Industrials	Reduced	777,845	-54,811	$184,605,953	−5.0%	9	$199.12	3.58%
ZWS	Zurn Elkay Water Solutions Corp Industrials	Reduced	3,431,406	-66,584	$173,388,945	+10.5%	18	$25.07	3.36%
LH	Labcorp Holdings Inc. Healthcare	Reduced	605,243	-11,388	$169,468,040	+3.0%	9	$206.32	3.28%
WAT	Waters Corp Healthcare	Added	434,149	+1,943	$162,823,240	+26.5%	26+	before history	3.16%
AXP	American Express Co Financial Services	Reduced	403,799	-4,190	$136,585,011	+10.7%	26+	before history	2.65%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	374,875	-12,860	$122,707,833	+7.6%	26+	before history	2.38%
HLT	Hilton Worldwide Holdings Inc. Consumer Cyclical	Reduced	360,375	-34,173	$119,089,522	−0.7%	26+	before history	2.31%
ABT	Abbott Laboratories Healthcare	Added	1,123,527	+188,100	$101,948,839	+6.2%	26+	before history	1.98%
RUSHA	Rush Enterprises Inc \Tx\ Consumer Cyclical	Reduced	930,268	-27,354	$101,850,391	+7.3%	13	unpriced	1.97%
GSAT	Globalstar, Inc. Communication Services	Reduced	1,104,340	-12,779	$89,771,798	+21.0%	26+	before history	1.74%
GOOGL	Alphabet Inc. Communication Services	Reduced	223,068	-19,526	$79,717,811	+14.3%	26+	before history	1.54%
MTDR	Matador Resources Co Energy	Reduced	1,358,125	-407	$67,607,462	−21.2%	26+	before history	1.31%
WAB	Westinghouse Air Brake Technologies Corp Industrials	Added	229,482	+320	$61,868,347	+8.0%	26+	before history	1.20%
JEF	Jefferies Financial Group Inc. Financial Services	Reduced	1,222,167	-935	$61,083,906	+21.0%	26+	before history	1.18%
QCOM	Qualcomm Inc Technology	Reduced	328,775	-940	$60,754,332	+43.1%	26+	before history	1.18%
CSGP	Costar Group, Inc. Real Estate	Reduced	2,084,233	-842,742	$59,025,478	−50.0%	18	$67.03	1.14%
AMZN	Amazon Com Inc Consumer Cyclical	Added	242,567	+14,172	$57,813,418	+21.5%	26+	before history	1.12%
ALC	Alcon Inc Healthcare	Added	837,556	+628,476	$56,200,007	+256.7%	3	$72.38	1.09%
ROP	Roper Technologies Inc Technology	Reduced	157,451	-5,701	$53,279,843	−7.7%	26+	before history	1.03%
JNJ	Johnson & Johnson Healthcare	Reduced	207,122	-7,032	$52,602,774	+0.5%	26+	before history	1.02%
MA	Mastercard Inc Financial Services	Added	96,545	+492	$49,585,512	+3.3%	26+	before history	0.96%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	88,039	-1,039	$44,053,835	+3.2%	26+	before history	0.85%
OWL	Blue Owl Capital Inc. Financial Services	Reduced	4,820,425	-431,053	$42,178,718	−12.0%	18	$14.33	0.82%
MKL	Markel Group Inc. Financial Services	Added	19,891	+280	$38,847,321	+3.5%	26+	before history	0.75%
TEVA	Teva Pharmaceutical Industries Ltd Healthcare	Added	1,057,375	+5,675	$35,823,865	+13.1%	26+	before history	0.69%
BN	BROOKFIELD Corp Financial Services	Added	817,702	+13,717	$34,825,928	+7.0%	15	unpriced	0.67%
AAPL	Apple Inc. Technology	Reduced	116,462	-55	$33,699,444	+14.0%	26+	before history	0.65%
UNP	Union Pacific Corp Industrials	Reduced	122,132	-4,565	$33,219,904	+8.1%	26+	before history	0.64%
WMT	Walmart Inc. Consumer Defensive	Reduced	289,042	-55	$32,736,896	−8.9%	26+	before history	0.63%
WMB	Williams Companies, Inc. Energy	Reduced	420,175	-3,960	$31,235,809	+1.2%	26+	before history	0.61%
EPD	Enterprise Products Partners L.P. Energy	Added	824,469	+7,423	$30,307,480	−2.0%	26+	before history	0.59%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	120,164	-1,916	$26,494,960	−8.1%	26+	before history	0.51%
WBD	Warner Bros. Discovery, Inc. Communication Services	Reduced	962,144	-246,876	$25,650,759	−22.7%	17	$15.73	0.50%
HUBB	Hubbell Inc Industrials	Reduced	48,239	-598	$25,238,644	+5.3%	26+	before history	0.49%
ENB	Enbridge Inc Energy	Reduced	320,096	-200	$17,352,404	+0.1%	26+	before history	0.34%
DUK	Duke Energy CORP Utilities	Added	126,395	+1,290	$15,999,079	−2.3%	26+	before history	0.31%
ARES	Ares Management Corp Financial Services	Added	139,649	+22,099	$15,544,330	+21.2%	15	$117.53	0.30%
SYY	Sysco Corp Consumer Defensive	Added	180,846	+1,240	$15,115,108	+18.0%	26+	before history	0.29%
FTRE	Fortrea Holdings Inc. Healthcare	Reduced	834,758	-112,990	$14,524,789	+62.7%	13	unpriced	0.28%
SDHC	Smith Douglas Homes Corp. Real Estate	Reduced	835,065	-15,528	$12,976,910	+19.2%	10	$28.04	0.25%

Showing the top 50 of 193 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.