BECK MACK & OLIVER LLC
Top Portfolio Positions
173 positions ·
$4,575,235,600 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| APO |
Apollo Global Management, Inc.
Financial Services
|
2,764,959 | $308,071,731 | 6.73% | |
| BX |
Blackstone Inc.
Financial Services
|
2,259,068 | $259,770,229 | 5.68% | |
| AJG |
Arthur J. Gallagher & Co.
Financial Services
|
1,062,566 | $230,130,544 | 5.03% | |
| SUNB |
Sunbelt Rentals Holdings, Inc.
Industrials
|
3,377,221 | $219,823,314 | 4.80% | |
| MSFT |
Microsoft Corp
Technology
|
556,336 | $205,938,897 | 4.50% | |
| FERG |
Ferguson Enterprises Inc. /DE/
Industrials
|
832,656 | $194,225,338 | 4.25% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
2,043,395 | $192,038,262 | 4.20% | |
| SGI |
Somnigroup International Inc.
Consumer Cyclical
|
2,409,447 | $178,106,322 | 3.89% | |
| RDNT |
RadNet, Inc.
Healthcare
|
3,166,192 | $176,958,470 | 3.87% | |
| LH |
Labcorp Holdings Inc.
Healthcare
|
616,631 | $164,523,317 | 3.60% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CSGP
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $118,074,171 | 2,926,975 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $149,601,536 | 2,224,889 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $145,405,957 | 1,723,432 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $138,822,338 | 1,726,646 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $143,448,846 | 1,810,537 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $122,085,505 | 1,705,343 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $85,534,701 | 1,133,811 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $74,394,745 | 1,003,436 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $83,843,197 | 867,942 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $67,640,733 | 774,010 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $60,197,565 | 782,905 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $69,830,379 | 784,611 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $53,806,756 | 781,507 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $59,899,032 | 775,091 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $54,470,548 | 782,061 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $47,121,612 | 780,030 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $31,923,175 | 479,255 | Shares | Sole | 2022-05-16 | |
| No 13F history on record for this holder in this stock. | ||||||