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 OWL
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $47,945,994 | 5,251,478 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $116,037,381 | 7,766,893 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $116,082,051 | 6,856,589 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $130,171,301 | 6,776,226 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $135,824,466 | 6,777,668 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $140,611,724 | 6,045,216 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $116,311,588 | 6,007,830 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $102,651,445 | 5,783,180 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $99,324,021 | 5,266,385 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $69,390,119 | 4,657,055 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $57,154,896 | 4,410,100 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $49,452,735 | 4,244,870 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $44,224,656 | 3,991,395 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $40,672,549 | 3,837,033 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $23,390,029 | 2,534,131 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $22,871,910 | 2,280,350 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $13,276,974 | 1,047,080 | Shares | Sole | 2022-05-16 | |
| No 13F history on record for this holder in this stock. | ||||||