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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

BECK MACK & OLIVER LLC

Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0000010742-25-000016

Total Value
$5.24B
Positions
189
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (189)

#IssuerTicker / CUSIPSharesValue% of Filing
1APOLLO GLOBAL MGMT INC03769M1062,803,762$397.8M7.59%
2BLACKSTONE INC.BX2,216,245$331.5M6.33%
3MICROSOFT CORPMSFT646,907$321.8M6.14%
4ASHTEAD GROUP PLCG053201093,512,867$224.9M4.29%
5GALLAGHER ARTHUR J363576109701,443$224.5M4.29%
6ALPHABET INC CAP STK CL CGOOG1,117,583$198.2M3.78%
7SCHWAB CHARLES CP NEW COMSCHW-PJ2,104,071$192.0M3.66%
8CREDIT ACCEP CORP MICH COM225310101376,383$191.7M3.66%
9FERGUSON ENTERPRISES INC.FERG861,884$187.7M3.58%
10RADNET INC COMRDNT3,263,141$185.7M3.54%
11LABCORP HOLDINGSLH614,035$161.2M3.08%
12SOMNIGROUP INTERNATIONAL COMSGI2,336,285$159.0M3.03%
13COSTAR GROUP INC.CSGP1,726,646$138.8M2.65%
14ZURN ELKAY WATER SOLUTIONS COR98983L1083,706,347$135.5M2.59%
15BLUE OWL CAPITAL INC COM CL AOWL6,776,226$130.2M2.48%
16AMERICAN EXPRESS COAXP403,450$128.7M2.46%
17ROPER TECHNOLOGIES INC COMROP226,438$128.4M2.45%
18JPMORGAN CHASE & CO.VYLD403,865$117.1M2.24%
19ABBOTT LABSABLZF846,403$115.1M2.20%
20HILTON WORLDWIDE HOLDINGS INCHLT416,673$111.0M2.12%
21FISERV INCFISV634,903$109.5M2.09%
22WATERS CORPORATION941848103249,188$87.0M1.66%
23ALPHABET INC CAP STK CL AGOOG426,632$75.2M1.44%
24JEFFERIES FINANCIAL GROUP47233W1091,283,354$70.2M1.34%
25MATADOR RES CO COMMTDR1,407,822$67.2M1.28%
26QUALCOMM INC COMQCOM340,230$54.2M1.03%
27MASTERCARD INC CL AMA95,617$53.7M1.03%
28MARKEL GROUP INC.MKL25,350$50.6M0.97%
29WABTEC CORPORATION929740108241,765$50.6M0.97%
30RUSH ENTERPRISES INC CL ARUSHB981,388$50.6M0.96%
31BERKSHIRE HATHAW.CLBBRK-A94,625$46.0M0.88%
32AMAZON.COM INCAMZN178,920$39.3M0.75%
33BROOKFIELD CORP CL A LMT VTG S11271J107563,555$34.9M0.67%
34JOHNSON & JOHNSONJNJ226,955$34.7M0.66%
35LOWES COS INC COM548661107142,143$31.5M0.60%
36WAL MART INC.WMT300,707$29.4M0.56%
37UNION PAC CORPUNP127,641$29.4M0.56%
38WILLIAMS COS INC DEL969457100451,474$28.4M0.54%
39GLOBALSTAR INCGSAT1,180,835$27.8M0.53%
40ENTERPRISE PRODS PARTNERS LP293792107894,860$27.7M0.53%
41WARNER BROS DISCOVERY INC COMWBD2,243,179$25.7M0.49%
42APPLE INC COMAAPL112,966$23.2M0.44%
43HUBBELL INC COMHUBB49,769$20.3M0.39%
44ENSTAR GROUP LTDG3075P10157,696$19.4M0.37%
45TEVA PHARMAC.IND.ADR8816242091,098,985$18.4M0.35%
46SMITH DOUGLAS HOMES CO COM SHSSDHC835,685$16.2M0.31%
47ENBRIDGE INC COMENNPF347,594$15.8M0.30%
48DUKE ENERGY CORP NEW COM NEWDUKB125,965$14.9M0.28%
49SYSCO CORP COMSYY182,111$13.8M0.26%
50SHERWIN WILLIAMS CO COMSHW35,763$12.3M0.23%
51ARES MGMT L P COM UNIT RP INARES-PB65,587$11.4M0.22%
52PARK AEROSPACE CORP.PKE752,097$11.1M0.21%
53NUTRIEN LTD COMNTR186,040$10.8M0.21%
54VERIZON COMM.VZ232,821$10.1M0.19%
55DOVER CORPDOV54,608$10.0M0.19%
56FORTREA HOLDINGS INC.FTRE2,018,932$10.0M0.19%
57COSTCO WHSL CORP NEW22160K1059,881$9.8M0.19%
58CRIMSON WINE GROUP LTD COMCWGL1,707,552$9.4M0.18%
591STDIBS COM INC COMDIBS3,287,819$9.0M0.17%
60AUTOM.DATA PROCESSINGADP28,165$8.7M0.17%
61PROCTER & GAMBLE74271810951,938$8.3M0.16%
62MERCK & CO INCMRK97,682$7.7M0.15%
63TOWNSQUARE MEDIA INC CL ATSQ967,425$7.7M0.15%
64KKR & CO INC.KKRT57,466$7.6M0.15%
65FEDEX CORPFDX29,544$6.7M0.13%
66HOME DEPOT INC COMHD18,189$6.7M0.13%
67PROGRESSIVE CORP OHIO74331510324,464$6.5M0.12%
68KIMBERLY CLARK CORPKMB44,498$5.7M0.11%
69BROOKFIELD ASSET MANAG CL A LM11300410597,102$5.4M0.10%
70AXIS CAP.HOLDGS.LTD.G0692U10947,706$5.0M0.09%
71EXXON MOBIL CORPXOM44,934$4.8M0.09%
72VISA INC COM CL AV13,425$4.8M0.09%
73VITESSE ENERGY INCVTS208,346$4.6M0.09%
74ARMSTRONG WORLD INDS I COMAWI27,256$4.4M0.08%
75LINDE PLC COMLIN8,291$3.9M0.07%
76SPDR GOLD TRUSTGLD11,475$3.5M0.07%
77ABBVIE INC. COMABBV18,291$3.4M0.06%
78M & T BK CORP55261F10417,451$3.4M0.06%
79PEPSICO INC COMPEP23,903$3.2M0.06%
80ISHARES S&P 500 INDEX FUND4642872004,407$2.7M0.05%
81DEERE & CO COMDE5,350$2.7M0.05%
82GLOBE LIFE INC COMGL-PD21,125$2.6M0.05%
83BANK NEW YORK MELLON CORP06405810025,877$2.4M0.05%
84PFIZER INCPFE88,625$2.1M0.04%
85GE AEROSPACE3696043017,262$1.9M0.04%
86NESTLE SA SPONSORED ADR64106940618,290$1.8M0.03%
87TJX COS INC NEW COM87254010913,521$1.7M0.03%
88AMDOCS LTDDOX17,725$1.6M0.03%
89META PLATFORMS INC CL AMETA2,084$1.5M0.03%
90RTX CORP.RTX10,215$1.5M0.03%
91CHEVRON CORPORATIONCVX10,237$1.5M0.03%
92CVS HEALTH CORP COMCVS20,853$1.4M0.03%
93VANGUARD INDEX FDS S&P 500 ETF9229083632,505$1.4M0.03%
94ADVANCED DRAIN SYS INC COM00790R10412,194$1.4M0.03%
95AMGEN INC COMAMGN4,992$1.4M0.03%
96PUBLIC SERVICE ENTERPRISE GR74457310616,400$1.4M0.03%
97ROCKET COS INC COM CL A77311W10190,000$1.3M0.02%
98DANAHER CORP DEL2358511026,395$1.3M0.02%
99HESS CORPORATIONHESM9,000$1.2M0.02%
100COCA-COLA COKO17,421$1.2M0.02%
101EDWARDS LIFESCIENCES COREW15,120$1.2M0.02%
102FASTENAL COFAST28,000$1.2M0.02%
103TAIWAN SEMICONDUCTOR-SP ADR8740391004,927$1.1M0.02%
104NVIDIA CORP COMNVDA6,934$1.1M0.02%
105NEXTERA ENERGY INC.NEE-PW14,828$1.0M0.02%
106GE VERNOVA INC COMGEV1,915$1.0M0.02%
107PNC FINL SVCS GROUP COM6934751055,309$989,7040.02%
108SCHLUMBERGER LTDSLB28,800$973,4400.02%
109SHELL PLC SPON ADSRYDAF13,647$960,8850.02%
110ORACLE CORP COMORCL-PD4,317$943,8260.02%
111DOMINION ENERGYD16,693$943,4880.02%
112ALTRIA GROUP INCMO16,090$943,3570.02%
113SPDR TR UNIT SER 1 STANDARD &SPY1,521$939,7500.02%
114TOAST INC CL ATOST20,920$926,5470.02%
115COMCAST CORP CL ACCZ24,462$873,0490.02%
116MORGAN STANLEYMS-PQ6,125$862,7680.02%
117METTLER TOLEDO INT'LMTD690$810,5570.02%
118THERMO FISHER SCIENTIF COMTMO1,945$788,6200.02%
119BAXTER INTL INC07181310925,030$757,9080.01%
120LAMAR ADVERTISING COLAMR6,000$728,1600.01%
121CARRIER GLOBAL CORP COMCARR9,729$712,0660.01%
122JPMORGAN CHASE AND CO 6 DEP NCVYLD26,637$671,5190.01%
123MCDONALDS CORP COMMCD2,205$644,2350.01%
124TRACTOR SUPPLY CO COMTSCO11,987$632,5540.01%
125EOG RES INC COMEOG4,900$586,0890.01%
126PAYCHEX INCPAYX4,000$581,8400.01%
127CAPITAL ONE FINL CORP14040H1052,548$542,1120.01%
128COMMERCE BANCSHARES COMCBSH8,700$540,8790.01%
129DISNEY WALT CO2546871063,934$487,8550.01%
130LIBERTY MEDIA CORP DEL FRMULAFWONB5,109$485,1510.01%
131WASTE MGMT INC DEL COM94106L1092,048$468,6230.01%
132NOVARTIS A G SPONSORED ADRNVSEF3,800$459,8380.01%
133VANGUARD INDEX FDS 500INDEX AD922908710780$446,7130.01%
134ACCENTURE PLCACN1,446$432,1950.01%
135LOAR HOLDINGS INC.LOAR5,000$430,8500.01%
136INTL. BUSINESS MACHINESINTR1,460$430,2480.01%
137NORDSON CORP COMNDSN2,000$428,7400.01%
138ALLSTATE CORP COMALL-PJ2,110$424,7640.01%
139OTIS WORLDWIDE CORP COMOTIS4,232$419,0530.01%
140RENAISSANCE RE HLDGSg7496g1031,700$412,9300.01%
141CBRE GROUP INC CL ACBRE2,926$409,9910.01%
142S&P GLOBAL INC COMSPGI765$403,3770.01%
143LIBERTY MEDIA CORP DEL FRMULAFWONB3,604$376,6180.01%
144VANECK VECTORS ETF TR JR GOLD92189f7915,500$371,7450.01%
145ELEVANCE HEALTH INCELV926$360,1770.01%
146IDEXX LABS INC COM45168D104650$348,6210.01%
147DEUTSCHE TELEKOM AG SPONSOREDDTEGF9,497$347,4950.01%
148US BANCORP DEL COMUSB-PS7,653$346,2980.01%
149ZOETIS INC CL AZTS2,205$343,8700.01%
150SEMPRA ENERGYSREA4,481$339,5090.01%
151SPDR SERIES TRUST S&P DIVID ET78464a7632,483$337,0180.01%
152TESLA INC COMTSLA1,050$333,5430.01%
153CONSTELLATION SOFTWARE INC (B121037x10088$322,6740.01%
154CONOCOPHILLIPS COMCOP3,580$321,2690.01%
155CITY HLDG CO COMCHCO2,611$319,6390.01%
156ALLIANCE BERNSTEIN HOLDING L.P01881g1067,658$312,6760.01%
157WELLS FARGO & CO NEW9497461013,682$295,0020.01%
158JACOBS ENGR GROUP INC COMJ2,232$293,3960.01%
159CENTRAL SECS CORP1551231025,854$280,1860.01%
160UNITED HEALTH GROUPUNH888$277,0290.01%
161SOUTHERN CO COMSOMN2,950$270,8990.01%
162KLA-TENCOR CORP COMKLAC299$267,8260.01%
163YUM! BRANDS INC.YUM1,760$260,7970.00%
164SCHWAB STRATEGIC TR US MID-CAP8085245089,167$257,1340.00%
165TEXAS INSTRS INC COM8825081041,225$254,3350.00%
166SCHWAB STRATEGIC TR US LCAP VA8085244099,134$252,7310.00%
167BOOKING HLDGS INC COMBKNG43$248,9370.00%
168CHUBB LIMITED COMCB858$248,5800.00%
169ROCHE HOLDINGS LTD - SPON ADR7711951045,817$237,1010.00%
170WEBSTER FINANCIAL CP9478901094,091$223,3690.00%
171AMERICAN TOWER REIT COMAMT1,000$221,0200.00%
172NIKE INC CL BNKE3,103$220,4370.00%
173VANGUARD SMALL-CAP VIPERS922908751930$220,3910.00%
174ONEX COPR SUB VTG (ONEXF)68272k1032,535$206,8050.00%
175COLGATE PALMOLIVE COCL2,267$206,0700.00%
176FERROGLOBE PLC SHSGSM40,400$148,2680.00%
177HUDSON PAC PPTYS INC COM44409710950,000$137,0000.00%
178BODYCOTE PLC COMG1214R11117,000$136,5950.00%
179BLACKBERRY LTD COMBB28,650$131,2170.00%
180SAN JUAN BASIN RTUBI79824110516,480$98,5500.00%
181VIATRIS INC COMVTRS10,667$95,2560.00%
182SENSEONICS HLDGS INC COMSENS176,950$84,2990.00%
183VERRICA PHARMACEUTICALS INCVRCA70,000$37,1070.00%
184TRANSOCEAN LTDRIG10,700$27,7130.00%
185WHEELS UP EXPERIENCE I COM CLWSUPW25,000$26,7500.00%
186BEAR CREEK MNG CORP COM07380n10430,000$4,6230.00%
187MANITOK ENERGY INC COM56349910224,829$00.00%
188VCAMPUS CORP COM NEW92240c30859,956$00.00%
189DUNDEE ENERGY LTD COM26518Q10210,000$00.00%