BECK MACK & OLIVER LLC

CIK

10742

Location

NEW YORK, NY

Portfolio Value

Mid $4,571,636,315

Diversification

Diversified

Filing Date

Global Rank

#717 / 8,622 ▼ 24 · as of Mar 2026

Top Industry

Asset Management 14.7%

3Y Alpha vs SPY

-9.0%

Period ended 4 months ago

Filed May 12, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+41.5%

SPY

+67.9%

Annualised alpha

-6.6%

Max drawdown

−23.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

173 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.7%

−1.4 pts

Top 5

26.8%

−2.9 pts

Top 10

46.6%

−1.8 pts

HHI

312

Diversified−29

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	36.9%	$1,684,953,708	40
Industrials	16.0%	$732,139,198	24
Healthcare	15.4%	$702,008,847	24
Consumer Cyclical	9.9%	$450,396,706	12
Technology	7.6%	$346,413,785	18
Communication Services	4.4%	$201,613,615	10
Energy	4.0%	$185,025,247	15
Real Estate	2.8%	$129,801,426	4
Consumer Defensive	1.9%	$85,995,554	11
Basic Materials	0.6%	$26,428,420	7
Utilities	0.4%	$20,569,728	5
Unclassified	0.1%	$6,290,081	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CSGP	Costar Group, Inc.	+702,086	2,926,975	$118,074,171
AJG	Arthur J. Gallagher & Co.	+183,507	1,062,566	$230,130,544
ALC	Alcon Inc	+182,080	209,080	$15,754,178
FTRE	Fortrea Holdings Inc.	+143,097	947,748	$8,927,786
BWIN	Baldwin Insurance Group, Inc.	+137,310	427,085	$9,370,244
BX	Blackstone Inc.	+109,654	2,259,068	$259,770,229
SGI	Somnigroup International Inc.	+85,832	2,409,447	$178,106,322
ABT	Abbott Laboratories	+60,698	935,427	$96,040,290
WAT	Waters Corp /De/	+41,551	432,206	$128,710,946
ARES	Ares Management Corp	+40,984	117,550	$12,824,705
SDHC	Smith Douglas Homes Corp.	+34,146	850,593	$10,887,590
COO	Cooper Companies, Inc.	+34,000	75,000	$5,362,500
USB	US Bancorp De	+25,536	32,189	$1,674,149
LOAR	Loar Holdings Inc.	+22,000	27,000	$1,546,830
EPD	Enterprise Products Partners L.P.	+21,964	817,046	$30,917,020
AMZN	Amazon Com Inc	+21,036	228,395	$47,567,826
RKT	Rocket Companies, Inc.	+20,000	285,000	$4,061,250
KHC	Kraft Heinz Co	+10,000	40,000	$899,600
VZ	Verizon Communications Inc	+5,371	225,492	$11,319,698
QCOM	Qualcomm Inc/De	+3,707	329,715	$42,460,697
KO	Coca Cola Co	+3,443	21,579	$1,641,082
PG	PROCTER & GAMBLE Co	+3,432	55,370	$7,997,642
PEP	Pepsico Inc	+1,984	23,222	$3,606,144
PAYX	Paychex Inc	+1,737	5,737	$528,492
WMS	Advanced Drainage Systems, Inc.	+1,219	11,662	$1,599,210
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
OWL	Blue Owl Capital Inc.	−2,515,415	5,251,478	$47,945,994
WBD	Warner Bros. Discovery, Inc.	−661,700	1,209,020	$33,199,689
DIBS	1stdibs.com, Inc.	−652,217	1,298,261	$7,140,435
TSQ	Townsquare Media, Inc.	−458,948	614,652	$3,337,560
PKE	Park Aerospace Corp	−244,912	422,974	$11,581,028
ZWS	Zurn Elkay Water Solutions Corp	−87,859	3,497,990	$156,849,871
MTDR	Matador Resources Co	−73,792	1,358,532	$85,832,051
ROP	Roper Technologies Inc	−67,943	163,152	$57,732,966
RDNT	RadNet, Inc.	−65,259	3,166,192	$176,958,470
GOOGL	Alphabet Inc.	−38,524	242,594	$69,760,330
BN	BROOKFIELD Corp /ON/	−38,013	803,985	$32,537,272
FISV	Fiserv Inc	−33,300	7,955	$443,889
RUSHA	Rush Enterprises Inc Tx	−26,274	957,622	$63,308,390
GSAT	Globalstar, Inc.	−22,032	1,117,119	$74,199,043
SCHW	Schwab Charles Corp	−21,503	2,043,395	$192,038,262
LOW	Lowes Companies Inc	−16,974	122,080	$28,845,062
BNY	Bank of New York Mellon Corp	−16,489	7,705	$914,044
HLT	Hilton Worldwide Holdings Inc.	−16,004	394,548	$119,974,155
KKR	KKR & Co. Inc.	−12,230	42,990	$3,976,575
MSFT	Microsoft Corp	−11,240	556,336	$205,938,897
DOV	DOVER Corp	−10,833	39,161	$8,163,110
FERG	Ferguson Enterprises Inc. /DE/	−10,822	832,656	$194,225,338
LH	Labcorp Holdings Inc.	−10,406	616,631	$164,523,317
ADP	Automatic Data Processing Inc	−10,300	15,483	$3,145,835
JPM	Jpmorgan Chase & Co	−9,239	387,735	$114,056,127
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
SUNB	Sunbelt Rentals Holdings, Inc.	3,377,221	$219,823,314
KNSL	Kinsale Capital Group, Inc.	9,000	$3,074,940
MAR	Marriott International Inc /Md/	7,715	$2,523,345
VLO	Valero Energy Corp/Tx	3,242	$801,033
CL	Colgate Palmolive Co	6,496	$553,654
INTU	Intuit Inc.	1,157	$500,263
LGND	Ligand Pharmaceuticals Inc	1,694	$338,207
APD	Air Products & Chemicals, Inc.	1,065	$309,371
ASML	Asml Holding NV	199	$262,845
KTOS	Kratos Defense & Security Solutions, Inc.	3,712	$261,733
KMI	Kinder Morgan, Inc.	6,050	$202,856
IAUX	i-80 Gold Corp.	100,000	$152,000
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
CVS	CVS HEALTH Corp	21,248	$1,686,241
DOX	Amdocs Ltd	17,941	$1,444,429
ORCL	Oracle Corp	4,117	$802,444
SRE	Sempra	4,551	$401,807
BKNG	Booking Holdings Inc.	43	$230,279
ADSK	Autodesk, Inc.	740	$219,047
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

173 positions · $4,571,636,315 total · as of Mar 31, 2026

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

Showing 1–50 of 173 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
APO	Apollo Global Management, Inc. Financial Services	Added	2,764,959	+383	$308,071,731	−23.0%	6.74%
BX	Blackstone Inc. Financial Services	Added	2,259,068	+109,654	$259,770,229	−21.6%	5.68%
AJG	Arthur J. Gallagher & Co. Financial Services	Added	1,062,566	+183,507	$230,130,544	+1.2%	5.03%
SUNB	Sunbelt Rentals Holdings, Inc. Industrials	NEW	3,377,221	NEW	$219,823,314	NEW	4.81%
MSFT	Microsoft Corp Technology	Reduced	556,336	-11,240	$205,938,897	−25.0%	4.50%
FERG	Ferguson Enterprises Inc. /DE/ Industrials	Reduced	832,656	-10,822	$194,225,338	+3.4%	4.25%
SCHW	Schwab Charles Corp Financial Services	Reduced	2,043,395	-21,503	$192,038,262	−6.9%	4.20%
SGI	Somnigroup International Inc. Consumer Cyclical	Added	2,409,447	+85,832	$178,106,322	−14.1%	3.90%
RDNT	RadNet, Inc. Healthcare	Reduced	3,166,192	-65,259	$176,958,470	−23.2%	3.87%
LH	Labcorp Holdings Inc. Healthcare	Reduced	616,631	-10,406	$164,523,317	+4.6%	3.60%
ZWS	Zurn Elkay Water Solutions Corp Industrials	Reduced	3,497,990	-87,859	$156,849,871	−5.9%	3.43%
CACC	Credit Acceptance Corp Financial Services	Reduced	308,984	-1,364	$130,842,364	−4.9%	2.86%
WAT	Waters Corp /De/ Healthcare	Added	432,206	+41,551	$128,710,946	−13.3%	2.82%
AXP	American Express Co Financial Services	Reduced	407,989	-1,520	$123,408,512	−18.5%	2.70%
HLT	Hilton Worldwide Holdings Inc. Consumer Cyclical	Reduced	394,548	-16,004	$119,974,155	+1.7%	2.62%
CSGP	Costar Group, Inc. Real Estate	Added	2,926,975	+702,086	$118,074,171	−21.1%	2.58%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	387,735	-9,239	$114,056,127	−10.8%	2.49%
ABT	Abbott Laboratories Healthcare	Added	935,427	+60,698	$96,040,290	−12.4%	2.10%
MTDR	Matador Resources Co Energy	Reduced	1,358,532	-73,792	$85,832,051	+41.2%	1.88%
GSAT	Globalstar, Inc. Communication Services	Reduced	1,117,119	-22,032	$74,199,043	+6.7%	1.62%
GOOGL	Alphabet Inc. Communication Services	Reduced	242,594	-38,524	$69,760,330	−20.7%	1.53%
RUSHA	Rush Enterprises Inc Tx Consumer Cyclical	Reduced	957,622	-26,274	$63,308,390	+19.3%	1.38%
ROP	Roper Technologies Inc Technology	Reduced	163,152	-67,943	$57,732,966	−43.9%	1.26%
WAB	Westinghouse Air Brake Technologies Corp Industrials	Reduced	229,162	-1,811	$57,269,875	+16.2%	1.25%
JNJ	Johnson & Johnson Healthcare	Reduced	214,154	-5,540	$52,347,803	+15.1%	1.15%
JEF	Jefferies Financial Group Inc. Financial Services	Reduced	1,223,102	-9,195	$50,477,419	−33.9%	1.10%
MA	Mastercard Inc Financial Services	Added	96,053	+178	$47,993,841	−12.3%	1.05%
OWL	Blue Owl Capital Inc. Financial Services	Reduced	5,251,478	-2,515,415	$47,945,994	−58.7%	1.05%
AMZN	Amazon Com Inc Consumer Cyclical	Added	228,395	+21,036	$47,567,826	−0.6%	1.04%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	89,078	-3,089	$42,686,177	−7.9%	0.93%
QCOM	Qualcomm Inc/De Technology	Added	329,715	+3,707	$42,460,697	−23.9%	0.93%
MKL	Markel Group Inc. Financial Services	Reduced	19,611	-1,990	$37,536,824	−19.2%	0.82%
WMT	Walmart Inc. Consumer Defensive	Reduced	289,097	-4,200	$35,928,975	+10.0%	0.79%
WBD	Warner Bros. Discovery, Inc. Communication Services	Reduced	1,209,020	-661,700	$33,199,689	−38.4%	0.73%
BN	BROOKFIELD Corp /ON/ Financial Services	Reduced	803,985	-38,013	$32,537,272	−15.8%	0.71%
TEVA	Teva Pharmaceutical Industries Ltd Healthcare	Reduced	1,051,700	-4,800	$31,677,204	−3.9%	0.69%
EPD	Enterprise Products Partners L.P. Energy	Added	817,046	+21,964	$30,917,020	+21.3%	0.68%
WMB	Williams Companies, Inc. Energy	Reduced	424,135	-2,550	$30,868,545	+20.4%	0.68%
UNP	Union Pacific Corp Industrials	Reduced	126,697	-709	$30,739,226	+4.3%	0.67%
AAPL	Apple Inc. Technology	Reduced	116,517	-883	$29,570,849	−7.3%	0.65%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	122,080	-16,974	$28,845,062	−14.0%	0.63%
HUBB	Hubbell Inc Industrials	Reduced	48,837	-400	$23,966,269	+9.6%	0.52%
ENB	Enbridge Inc Energy	Reduced	320,296	-4,144	$17,340,825	+11.7%	0.38%
DUK	Duke Energy CORP Utilities	Added	125,105	+40	$16,381,248	+11.7%	0.36%
ALC	Alcon Inc Healthcare	Added	209,080	+182,080	$15,754,178	+640.4%	0.34%
NTR	Nutrien Ltd. Basic Materials	Reduced	180,910	-5,730	$13,651,468	+18.5%	0.30%
ARES	Ares Management Corp Financial Services	Added	117,550	+40,984	$12,824,705	+3.6%	0.28%
SYY	Sysco Corp Consumer Defensive	Reduced	179,606	-1,105	$12,811,295	−3.8%	0.28%
PKE	Park Aerospace Corp Industrials	Reduced	422,974	-244,912	$11,581,028	−18.7%	0.25%
VZ	Verizon Communications Inc Communication Services	Added	225,492	+5,371	$11,319,698	+26.3%	0.25%