Institutions / BECK MACK & OLIVER LLC
BECK MACK & OLIVER LLC
CIK 10742 · Institution · as of Mar 31, 2026
Portfolio value
$4.85B
Positions
195
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$4.85B-11.9%Positions
195+0.5%Top holdings
Mar 31, 2026View all 195 →
| Company | Value | % of portfolio |
|---|---|---|
| Apollo Global Management, Inc. | $308.07M | 6.4% |
| Alphabet Inc Cap Stk Cl C | $264.18M | 5.4% |
| Blackstone Inc | $259.77M | 5.4% |
| Arthur J. Gallagher & Co. | $230.13M | 4.7% |
| Sunbelt Rentals Holdings, Inc.SUNB | $219.82M | 4.5% |
| Microsoft Corp | $205.94M | 4.2% |
| Ferguson Enterprises Inc. /DE | $194.23M | 4.0% |
| Schwab Charles Corp | $192.04M | 4.0% |
| Somnigroup International Inc | $178.11M | 3.7% |
| RadNet, Inc. | $176.96M | 3.6% |
| Labcorp Holdings Inc. | $164.52M | 3.4% |
| Zurn Elkay Water Solutions Corp | $156.85M | 3.2% |
| Credit Acceptance Corp | $130.84M | 2.7% |
| Waters Corp | $128.71M | 2.7% |
| American Express Co | $123.41M | 2.5% |
| Hilton Worldwide Holdings Inc | $119.97M | 2.5% |
| Costar Group Inc. | $118.07M | 2.4% |
| JPMORGAN CHASE & CO | $114.06M | 2.4% |
| Abbott Laboratories | $96.04M | 2.0% |
| Matador Resources Co | $85.83M | 1.8% |
| Globalstar, Inc.GSAT | $74.20M | 1.5% |
| Alphabet Inc Cap Stk Cl a | $69.76M | 1.4% |
| Rush Enterprises Inc | $63.31M | 1.3% |
| Roper Technologies Inc | $57.73M | 1.2% |
| Westinghouse Air Brake Technologies Corp | $57.27M | 1.2% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Exit | G05320109 | $-238.25M | -3.5M -100.00% | — | high |
| Q1 2026 as of | New | SUNB Sunbelt Rentals Holdings, Inc. Common Stock | $219.82M | +3.4M | 3,377,221 4.53% of portfolio | high |
| Q1 2026 as of | Add | Arthur J. Gallagher & Co. | $39.74M | +184K +20.88% | 1,062,566 4.75% of portfolio | medium |
| Q1 2026 as of | Add | 22160n109 | $28.32M | +702K +31.56% | 2,926,975 2.43% of portfolio | medium |
| Q1 2026 as of | Trim | Roper Technologies Inc | $-24.04M | -68K -29.40% | 163,152 1.19% of portfolio | medium |
| Q1 2026 as of | Trim | Blue Owl Capital Inc. | $-22.97M | -2.5M -32.39% | 5,251,478 0.99% of portfolio | medium |
| Q1 2026 as of | Trim | 02079k107 | $-22.34M | -78K -7.80% | 920,938 5.45% of portfolio | medium |
| Q1 2026 as of | Trim | Warner Bros. Discovery, Inc. | $-18.17M | -662K -35.37% | 1,209,020 0.68% of portfolio | medium |
| Q1 2026 as of | Add | H01301128 | $13.72M | +182K +674.37% | 209,080 0.32% of portfolio | medium |
| Q1 2026 as of | Add | Blackstone Inc | $12.61M | +110K +5.10% | 2,259,068 5.36% of portfolio | medium |