BECK MACK & OLIVER LLC

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10742

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NEW YORK

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Stock

Top Portfolio Positions

157 positions · $4,177,556,640 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
APO	Apollo Global Management, Inc. Financial Services	2,764,959	$308,071,731	7.37%
BX	Blackstone Inc. Financial Services	2,259,068	$259,770,229	6.22%
AJG	Arthur J. Gallagher & Co. Financial Services	1,062,566	$230,130,544	5.51%
SUNB	Sunbelt Rentals Holdings, Inc. Industrials	3,377,221	$219,823,314	5.26%
MSFT	Microsoft Corp Technology	556,336	$205,938,897	4.93%
FERG	Ferguson Enterprises Inc. /DE/ Industrials	832,656	$194,225,338	4.65%
SCHW	Schwab Charles Corp Financial Services	2,043,395	$192,038,262	4.60%
SGI	Somnigroup International Inc. Consumer Cyclical	2,409,447	$178,106,322	4.26%
RDNT	RadNet, Inc. Healthcare	3,166,192	$176,958,470	4.24%
LH	Labcorp Holdings Inc. Healthcare	616,631	$164,523,317	3.94%

25 quarters · across all stocks

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25 of 25 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$30,917,020	817,046	+2.8%	Shares	Sole	2026-05-12
2025-12-31	$25,490,328	795,082	-1.5%	Shares	Sole	2026-02-12
2025-09-30	$25,234,921	807,001	-9.8%	Shares	Sole	2025-11-14
2025-06-30	$27,749,608	894,860	-9.5%	Shares	Sole	2025-08-14
2025-03-31	$33,775,043	989,310	-18.8%	Shares	Sole	2025-05-15
2024-12-31	$38,198,737	1,218,072	-48.6%	Shares	Sole	2025-02-13
2024-09-30	$68,935,012	2,368,087	-7.5%	Shares	Sole	2024-11-13
2024-06-30	$74,168,774	2,559,309	-7.0%	Shares	Sole	2024-08-14
2024-03-31	$80,266,009	2,750,720	+7.7%	Shares	Sole	2024-05-14
2023-12-31	$67,296,556	2,553,949	-3.3%	Shares	Sole	2024-02-14
2023-09-30	$72,282,500	2,640,939	-2.0%	Shares	Sole	2023-11-14
2023-06-30	$71,035,963	2,695,862	+1.8%	Shares	Sole	2023-08-08
2023-03-31	$68,571,389	2,647,544	-2.3%	Shares	Sole	2023-05-15
2022-12-31	$65,343,902	2,709,117	-0.9%	Shares	Sole	2023-02-14
2022-09-30	$64,983,059	2,732,677	+0.3%	Shares	Sole	2022-11-10
2022-06-30	$66,364,798	2,723,217	+0.9%	Shares	Sole	2022-08-12
2022-03-31	$69,628,514	2,697,734	+1.9%	Shares	Sole	2022-05-16
2021-12-31	$58,128,515	2,647,018	-10.6%	Shares	Sole	2022-01-28
2021-09-30	$64,058,728	2,960,200	+0.8%	Shares	Sole	2021-11-04
2021-06-30	$70,859,554	2,936,575	+6.6%	Shares	Sole	2021-07-28
2021-03-31	$60,664,417	2,754,969	+2.3%	Shares	Sole	2021-05-11
2020-12-31	$52,753,382	2,692,873	-9.0%	Shares	Sole	2021-02-10
2020-09-30	$46,717,351	2,958,667	+5.8%	Shares	Sole	2020-11-02
2020-06-30	$50,817,965	2,796,806	+0.4%	Shares	Sole	2020-08-10
2020-03-31	$39,852,898	2,786,916	—	Shares	Sole	2020-05-05
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