Institutional Manager · CIK 0000010742
BECK MACK & OLIVER LLC
NEW YORK, NY · File #028-00678
Latest AUM
$5.51B
Positions
194
Top-10 Concentration
50.1%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| EXITED | FISERV INC | ret337738 | -854,234 | -$110.1M | $0 |
| ADD | GALLAGHER ARTHUR J | 363576109 | +144,980 | +$37.5M | -$37.4M |
| ADD | COSTAR GROUP INC. | CSGP | +501,457 | +$33.7M | -$29.5M |
| REDUCE | ALPHABET INC CAP STK CL A | GOOG | -84,569 | -$26.5M | +$25.6M |
| REDUCE | ALPHABET INC CAP STK CL C | GOOG | -73,585 | -$23.1M | +$75.3M |
| ADD | BLUE OWL CAPITAL INC COM CL A | OWL | +910,304 | +$13.6M | -$13.6M |
| ADD | BROOKFIELD CORP CL A LMT VTG S | 11271J107 | +280,343 | +$12.9M | -$12.7M |
| REDUCE | CREDIT ACCEP CORP MICH COM | 225310101 | -26,816 | -$11.9M | -$7.9M |
| REDUCE | FORTREA HOLDINGS INC. | FTRE | -599,073 | -$10.3M | +$12.4M |
| REDUCE | 1STDIBS COM INC COM | DIBS | -1,338,148 | -$8.0M | +$11.2M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 2025194 pos · $5.51B
- 13F HOLDINGS REPORTQ/E Sep 2025187 pos · $5.50B
- 13F HOLDINGS REPORTQ/E Jun 2025189 pos · $5.24B
- 13F HOLDINGS REPORTQ/E Mar 2025187 pos · $5.01B
- 13F HOLDINGS REPORTQ/E Dec 2024190 pos · $5.40B
- 13F HOLDINGS REPORTQ/E Sep 2024177 pos · $5.14B
- 13F HOLDINGS REPORTQ/E Jun 2024179 pos · $4.83B
- 13F HOLDINGS REPORTQ/E Mar 2024179 pos · $4.93B
- 13F HOLDINGS REPORTQ/E Dec 2023170 pos · $3.82B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | APOLLO GLOBAL MGMT INC | 03769M106 | 2,764,576 | $400.2M | 7.67% |
| 2 | BLACKSTONE INC. | BX | 2,149,414 | $331.3M | 6.35% |
| 3 | ALPHABET INC CAP STK CL C | GOOG | 998,822 | $313.4M | 6.00% |
| 4 | MICROSOFT CORP | MSFT | 567,576 | $274.5M | 5.26% |
| 5 | ASHTEAD GROUP PLC SHS | G05320109 | 3,482,242 | $238.3M | 4.56% |
| 6 | RADNET INC COM | RDNT | 3,231,451 | $230.6M | 4.42% |
| 7 | GALLAGHER ARTHUR J | 363576109 | 879,059 | $227.5M | 4.36% |
| 8 | SOMNIGROUP INTERNATIONAL COM | SGI | 2,323,615 | $207.5M | 3.97% |
| 9 | SCHWAB CHARLES CP NEW COM | SCHW-PJ | 2,064,898 | $206.3M | 3.95% |
| 10 | FERGUSON ENTERPRISES INC. | FERG | 843,478 | $187.8M | 3.60% |
| 11 | ZURN ELKAY WATER SOLUTIONS COR | 98983L108 | 3,585,849 | $166.7M | 3.19% |
| 12 | LABCORP HOLDINGS | LH | 627,037 | $157.3M | 3.01% |
| 13 | AMERICAN EXPRESS CO | AXP | 409,509 | $151.5M | 2.90% |
| 14 | COSTAR GROUP INC. | CSGP | 2,224,889 | $149.6M | 2.87% |
| 15 | WATERS CORPORATION | 941848103 | 390,655 | $148.4M | 2.84% |
| 16 | CREDIT ACCEP CORP MICH COM | 225310101 | 310,348 | $137.6M | 2.64% |
| 17 | JPMORGAN CHASE & CO. | VYLD | 396,974 | $127.9M | 2.45% |
| 18 | HILTON WORLDWIDE HOLDINGS INC | HLT | 410,552 | $117.9M | 2.26% |
| 19 | BLUE OWL CAPITAL INC COM CL A | OWL | 7,766,893 | $116.0M | 2.22% |
| 20 | ABBOTT LABS | ABLZF | 874,729 | $109.6M | 2.10% |