BECK MACK & OLIVER LLC
Top Portfolio Positions
173 positions ·
$4,571,636,314 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 | 6.74% | |
| 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 | 4.81% | |
| 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 | 3.90% | |
| 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 SGI
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $178,106,322 | 2,409,447 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $207,452,347 | 2,323,615 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $195,918,238 | 2,323,233 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $158,984,194 | 2,336,285 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $129,697,086 | 2,165,950 | Shares | Sole | 2025-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||