BECK MACK & OLIVER LLC

CIK

10742

Location

NEW YORK, NY

Portfolio Value

Mid $4,566,365,505

Diversification

Diversified

Filing Date

Global Rank

#793 / 8,700 ▲ 16

Top Industry

Asset Management 15.0%

Period ended 2 months ago

Filed Aug 14, 2026 · 30d

26 quarters · since Mar 2020

Portfolio Concentration

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

Top Position

7.0%

+0.1 pts

Top 5

27.7%

−0.0 pts

Top 10

48.6%

+1.5 pts

HHI

338

Diversified+16

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	39.6%	$1,808,582,176	38
Healthcare	18.1%	$824,402,865	25
Industrials	16.6%	$760,268,932	24
Consumer Cyclical	8.6%	$392,024,973	11
Technology	8.0%	$364,893,187	20
Energy	3.2%	$145,764,955	13
Communication Services	3.0%	$136,350,105	8
Consumer Defensive	1.8%	$83,253,388	11
Basic Materials	0.6%	$26,084,410	8
Real Estate	0.3%	$14,455,974	4
Unclassified	0.1%	$6,094,868	4
Utilities	0.1%	$4,189,672	4

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 /ON/	+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
PAYX	Paychex Inc	+4,000	9,737	$957,439
DHR	Danaher Corp /De/	+3,985	5,980	$1,139,070
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
LIN	Linde PLC	+2,000	8,246	$4,279,179
WAT	Waters Corp /De/	+1,943	434,149	$162,823,240
NTR	Nutrien Ltd.	+1,525	182,435	$11,484,283
SYY	Sysco Corp	+1,240	180,846	$15,115,108
MO	Altria Group, Inc.	+1,000	19,896	$1,431,517
MA	Mastercard Inc	+492	96,545	$49,585,512
NVDA	Nvidia Corp	+400	12,421	$2,485,317
WAB	Westinghouse Air Brake Technologies Corp	+320	229,482	$61,868,347
MKL	Markel Group Inc.	+280	19,891	$38,847,321
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
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. /DE/	−54,811	777,845	$184,605,953
BX	Blackstone Inc.	−29,012	2,230,056	$262,410,689
RUSHA	Rush Enterprises Inc \Tx\	−27,354	930,268	$101,843,484
SCHW	Schwab Charles Corp	−26,555	2,016,840	$186,093,826
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
KHC	Kraft Heinz Co	−10,000	30,000	$708,600
JNJ	Johnson & Johnson	−7,032	207,122	$52,602,774
ROP	Roper Technologies Inc	−5,701	157,451	$53,279,843
KNSL	Kinsale Capital Group, Inc.	−5,000	4,000	$1,319,240
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 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 /Uk	1,000	$354,570
GLW	Corning Inc /Ny	1,105	$282,250
NUE	Nucor Corp	1,100	$245,025
TD	Toronto Dominion Bank	2,000	$242,860
OKE	Oneok Inc /New/	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

21 positions

Ticker	Company	Shares	Value
GOOGL	Alphabet Inc.	1,163,532	$333,940,604
HLT	Hilton Worldwide Holdings Inc.	394,548	$119,974,155
CSGP	Costar Group, Inc.	2,926,975	$118,074,171
ENB	Enbridge Inc	320,296	$17,340,825
DUK	Duke Energy CORP	125,105	$16,381,248
AWI	Armstrong World Industries Inc	22,599	$3,724,315
AAXJ	iShares MSCI All Country Asia ex Japan ETF	7,206	$3,101,384
ABBV	AbbVie Inc.	14,229	$3,094,665
META	Meta Platforms, Inc.	2,044	$1,169,433
AFK	VanEck Africa Index ETF	6,100	$732,244
FNDA	Schwab Fundamental U.S. Small Company ETF	18,301	$562,397
RNR	Renaissancere Holdings Ltd	1,700	$505,291
TT	Trane Technologies plc	1,193	$497,170
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	2,483	$362,369
AB	Alliancebernstein Holding L.P.	7,658	$286,715
CB	Chubb Ltd	878	$286,166
KTOS	Kratos Defense & Security Solutions, Inc.	3,712	$261,733
ZTS	Zoetis Inc.	2,205	$260,653
ACN	Accenture plc	1,270	$251,828
KMI	Kinder Morgan, Inc.	6,050	$202,856
RIG	Transocean Ltd.	10,700	$70,941
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

170 tracked positions · $4,566,365,505 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 170 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	Reduced	2,693,798	-71,161	$318,703,241	+3.5%	6.98%
BX	Blackstone Inc. Financial Services	Reduced	2,230,056	-29,012	$262,410,689	+1.0%	5.75%
AJG	Arthur J. Gallagher & Co. Financial Services	Reduced	1,061,905	-661	$243,781,530	+5.9%	5.34%
SUNB	Sunbelt Rentals Holdings, Inc. Industrials	Reduced	3,168,656	-208,565	$237,047,155	+7.8%	5.19%
MSFT	Microsoft Corp Technology	Reduced	545,934	-10,402	$203,644,300	−1.1%	4.46%
RDNT	RadNet, Inc. Healthcare	Reduced	3,163,592	-2,600	$195,098,718	+10.3%	4.27%
CACC	Credit Acceptance Corp Financial Services	Reduced	305,983	-3,001	$194,831,615	+48.9%	4.27%
SGI	Somnigroup International Inc. Consumer Cyclical	Added	2,468,485	+59,038	$193,529,224	+8.7%	4.24%
SCHW	Schwab Charles Corp Financial Services	Reduced	2,016,840	-26,555	$186,093,826	−3.1%	4.08%
FERG	Ferguson Enterprises Inc. /DE/ Industrials	Reduced	777,845	-54,811	$184,605,953	−5.0%	4.04%
ZWS	Zurn Elkay Water Solutions Corp Industrials	Reduced	3,431,406	-66,584	$173,388,945	+10.5%	3.80%
LH	Labcorp Holdings Inc. Healthcare	Reduced	605,243	-11,388	$169,468,040	+3.0%	3.71%
WAT	Waters Corp /De/ Healthcare	Added	434,149	+1,943	$162,823,240	+26.5%	3.57%
AXP	American Express Co Financial Services	Reduced	403,799	-4,190	$136,585,011	+10.7%	2.99%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	374,875	-12,860	$122,707,833	+7.6%	2.69%
ABT	Abbott Laboratories Healthcare	Added	1,123,527	+188,100	$101,948,839	+6.2%	2.23%
RUSHA	Rush Enterprises Inc \Tx\ Consumer Cyclical	Reduced	930,268	-27,354	$101,843,484	+7.2%	2.23%
GSAT	Globalstar, Inc. Communication Services	Reduced	1,104,340	-12,779	$89,771,798	+21.0%	1.97%
MTDR	Matador Resources Co Energy	Reduced	1,358,125	-407	$67,607,462	−21.2%	1.48%
WAB	Westinghouse Air Brake Technologies Corp Industrials	Added	229,482	+320	$61,868,347	+8.0%	1.35%
JEF	Jefferies Financial Group Inc. Financial Services	Reduced	1,222,167	-935	$61,083,906	+21.0%	1.34%
QCOM	Qualcomm Inc/De Technology	Reduced	328,775	-940	$60,754,332	+43.1%	1.33%
AMZN	Amazon Com Inc Consumer Cyclical	Added	242,567	+14,172	$57,813,418	+21.5%	1.27%
ALC	Alcon Inc Healthcare	Added	837,556	+628,476	$56,200,007	+256.7%	1.23%
ROP	Roper Technologies Inc Technology	Reduced	157,451	-5,701	$53,279,843	−7.7%	1.17%
JNJ	Johnson & Johnson Healthcare	Reduced	207,122	-7,032	$52,602,774	+0.5%	1.15%
MA	Mastercard Inc Financial Services	Added	96,545	+492	$49,585,512	+3.3%	1.09%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	88,039	-1,039	$44,053,835	+3.2%	0.96%
OWL	Blue Owl Capital Inc. Financial Services	Reduced	4,820,425	-431,053	$42,178,718	−12.0%	0.92%
MKL	Markel Group Inc. Financial Services	Added	19,891	+280	$38,847,321	+3.5%	0.85%
TEVA	Teva Pharmaceutical Industries Ltd Healthcare	Added	1,057,375	+5,675	$35,823,865	+13.1%	0.78%
BN	BROOKFIELD Corp /ON/ Financial Services	Added	817,702	+13,717	$34,825,928	+7.0%	0.76%
AAPL	Apple Inc. Technology	Reduced	116,462	-55	$33,699,444	+14.0%	0.74%
UNP	Union Pacific Corp Industrials	Reduced	122,132	-4,565	$33,219,904	+8.1%	0.73%
WMT	Walmart Inc. Consumer Defensive	Reduced	289,042	-55	$32,736,896	−8.9%	0.72%
WMB	Williams Companies, Inc. Energy	Reduced	420,175	-3,960	$31,235,809	+1.2%	0.68%
EPD	Enterprise Products Partners L.P. Energy	Added	824,469	+7,423	$30,307,480	−2.0%	0.66%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	120,164	-1,916	$26,494,960	−8.1%	0.58%
WBD	Warner Bros. Discovery, Inc. Communication Services	Reduced	962,144	-246,876	$25,650,759	−22.7%	0.56%
HUBB	Hubbell Inc Industrials	Reduced	48,239	-598	$25,238,644	+5.3%	0.55%
ARES	Ares Management Corp Financial Services	Added	139,649	+22,099	$15,544,330	+21.2%	0.34%
SYY	Sysco Corp Consumer Defensive	Added	180,846	+1,240	$15,115,108	+18.0%	0.33%
FTRE	Fortrea Holdings Inc. Healthcare	Reduced	834,758	-112,990	$14,524,789	+62.7%	0.32%
SDHC	Smith Douglas Homes Corp. Real Estate	Reduced	835,065	-15,528	$12,976,910	+19.2%	0.28%
BWIN	Baldwin Insurance Group, Inc. Financial Services	Added	438,020	+10,935	$11,642,571	+24.3%	0.25%
NTR	Nutrien Ltd. Basic Materials	Added	182,435	+1,525	$11,484,283	−15.9%	0.25%
MRK	Merck & Co., Inc. Healthcare	Reduced	88,204	-1,415	$11,334,214	+5.1%	0.25%
SHC	Sotera Health Co Healthcare	NEW	552,450	NEW	$9,805,987	NEW	0.21%
VZ	Verizon Communications Inc Communication Services	Reduced	224,350	-1,142	$9,498,979	−16.1%	0.21%
DOV	DOVER Corp Industrials	Added	42,016	+2,855	$9,423,348	+15.4%	0.21%

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.