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 SJT
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $74,939 | 15,580 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $87,559 | 15,580 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $99,539 | 16,480 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $98,550 | 16,480 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $91,134 | 16,480 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $74,608 | 19,480 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $72,076 | 19,480 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $85,584 | 21,080 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $121,564 | 22,980 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $116,738 | 22,980 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $164,795 | 23,780 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $176,685 | 23,780 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $412,173 | 39,180 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $452,003 | 39,580 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $372,052 | 39,580 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $345,290 | 39,780 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $348,870 | 39,780 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $242,260 | 39,780 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $212,418 | 41,980 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $234,795 | 45,680 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $180,892 | 45,680 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $124,635 | 46,680 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $123,692 | 49,280 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $149,978 | 65,780 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $159,348 | 75,880 | Shares | Sole | 2020-05-05 | |
| No 13F history on record for this holder in this stock. | ||||||