BECK MACK & OLIVER LLC
13F Reported Value
ⓘ$4.8B
Holdings
195
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
BECK MACK & OLIVER LLC disclosed 195 positions worth $4.8B in its Form 13F-HR for Q1 2026, led by $APO (Apollo Global Management, Inc.) at 6.3% of the equity portfolio, followed by $GOOG and $BX. During the quarter the fund opened 13 new positions and exited 12 — including a new stake in $SUNB. The portfolio is most concentrated in Financials (34.2% of disclosed assets). All figures are sourced directly from BECK MACK & OLIVER LLC’s Form 13F-HR filing with the SEC under CIK 10742.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 55.7#1,145
Quality
$308.1M2,764,959 sh - 80.2#45
Quality
$264.2M920,938 sh - 68.0#433
Quality
$259.8M2,259,068 sh - 72.1
Quality
$230.1M1,062,566 sh - —
Quality
$219.8M3,377,221 sh - 83.7
Quality
$205.9M556,336 sh - 58.9
Quality
$194.2M832,656 sh - 77.2
Quality
$192.0M2,043,395 sh - 64.6
Quality
$178.1M2,409,447 sh - 51.4
Quality
$177.0M3,166,192 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| 55.7#1,145 | $308.1M | 2,764,959 | |
| 80.2#45 | $264.2M | 920,938 | |
| 68.0#433 | $259.8M | 2,259,068 | |
| 72.1 | $230.1M | 1,062,566 | |
| — | $219.8M | 3,377,221 | |
| 83.7 | $205.9M | 556,336 | |
| 58.9 | $194.2M | 832,656 | |
| 77.2 | $192.0M | 2,043,395 | |
| 64.6 | $178.1M | 2,409,447 | |
| 51.4 | $177.0M | 3,166,192 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of BECK MACK & OLIVER LLC's 195 positions.
Showing top 10 of 195 holdings.
Sector Allocation
Financials
$1.7B
Technology
$840.9M
Consumer Discretionary
$720.4M
Industrials
$632.7M
Healthcare
$571.2M
Energy
$185.0M
Communication Services
$123.8M
Real Estate
$33.4M
Full Holdings — BECK MACK & OLIVER LLC (Q1 2026)
All 195 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | Apollo Global Management, Inc. | $308.1M | 6.3% | +0% | 55.7 | |
| 2 | Alphabet Inc. | $264.2M | 5.5% | -8% | 80.2 | |
| 3 | Blackstone Inc. | $259.8M | 5.4% | +5% | 68 | |
| 4 | Arthur J. Gallagher & Co. | $230.1M | 4.8% | +21% | 72.1 | |
| 5 | Sunbelt Rentals Holdings, Inc. | $219.8M | 4.5% | NEW | — | |
| 6 | MICROSOFT CORP | $205.9M | 4.3% | -2% | 83.7 | |
| 7 | Ferguson Enterprises Inc. /DE/ | $194.2M | 4.0% | -1% | 58.9 | |
| 8 | SCHWAB CHARLES CORP | $192.0M | 4.0% | -1% | 77.2 | |
| 9 | SOMNIGROUP INTERNATIONAL INC. | $178.1M | 3.7% | +4% | 64.6 | |
| 10 | RadNet, Inc. | $177.0M | 3.6% | -2% | 51.4 | |
| 11 | LABCORP HOLDINGS INC. | $164.5M | 3.4% | -2% | 54.8 | |
| 12 | Zurn Elkay Water Solutions Corp | $156.8M | 3.2% | -2% | 67.4 | |
| 13 | CREDIT ACCEPTANCE CORP | $130.8M | 2.7% | -0% | 70.6 | |
| 14 | WATERS CORP /DE/ | $128.7M | 2.6% | +11% | 69.9 | |
| 15 | AMERICAN EXPRESS CO | $123.4M | 2.5% | -0% | 73.2 | |
| 16 | Hilton Worldwide Holdings Inc. | $120.0M | 2.5% | -4% | 73.1 | |
| 17 | COSTAR GROUP, INC. | $118.1M | 2.4% | +32% | 49.5 | |
| 18 | JPMORGAN CHASE & CO | $114.1M | 2.4% | -2% | 35.6 | |
| 19 | ABBOTT LABORATORIES | $96.0M | 2.0% | +7% | 67 | |
| 20 | Matador Resources Co | $85.8M | 1.8% | -5% | 66.1 | |
| 21 | Globalstar, Inc. | $74.2M | 1.5% | -2% | 45.2 | |
| 22 | Alphabet Inc. | $69.8M | 1.4% | -14% | 80.2 | |
| 23 | RUSH ENTERPRISES INC \TX\ | $63.3M | 1.3% | -3% | 52.7 | |
| 24 | ROPER TECHNOLOGIES INC | $57.7M | 1.2% | -29% | 72.2 | |
| 25 | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $57.3M | 1.2% | -1% | 70.8 | |
| 26 | JOHNSON & JOHNSON | $52.3M | 1.1% | -3% | 72.8 | |
| 27 | Jefferies Financial Group Inc. | $50.5M | 1.0% | -1% | 65.6 | |
| 28 | Mastercard Inc | $48.0M | 1.0% | +0% | 81.7 | |
| 29 | BLUE OWL CAPITAL INC. | $47.9M | 1.0% | -32% | 59.4 | |
| 30 | AMAZON COM INC | $47.6M | 1.0% | +10% | 74.6 | |
| 31 | BERKSHIRE HATHAWAY INC | $42.7M | 0.9% | -3% | 64.5 | |
| 32 | QUALCOMM INC/DE | $42.5M | 0.9% | +1% | 81.9 | |
| 33 | MARKEL GROUP INC. | $37.5M | 0.8% | -9% | 68.2 | |
| 34 | Walmart Inc. | $35.9M | 0.7% | -1% | 63.2 | |
| 35 | Warner Bros. Discovery, Inc. | $33.2M | 0.7% | -35% | 42.1 | |
| 36 | BROOKFIELD Corp /ON/ | $32.5M | 0.7% | -5% | — | |
| 37 | TEVA PHARMACEUTICAL INDUSTRIES LTD | $31.7M | 0.7% | -0% | — | |
| 38 | ENTERPRISE PRODUCTS PARTNERS L.P. | $30.9M | 0.6% | +3% | 66.4 | |
| 39 | WILLIAMS COMPANIES, INC. | $30.9M | 0.6% | -1% | 72.8 | |
| 40 | UNION PACIFIC CORP | $30.7M | 0.6% | -1% | 74 | |
| 41 | Apple Inc. | $29.6M | 0.6% | -1% | 76.1 | |
| 42 | LOWES COMPANIES INC | $28.8M | 0.6% | -12% | 63.5 | |
| 43 | HUBBELL INC | $24.0M | 0.5% | -1% | 68.7 | |
| 44 | ENBRIDGE INC | $17.3M | 0.4% | -1% | — | |
| 45 | Duke Energy CORP | $16.4M | 0.3% | +0% | 64 | |
| 46 | ALCON INC | $15.8M | 0.3% | +674% | — | |
| 47 | Nutrien Ltd. | $13.7M | 0.3% | -3% | — | |
| 48 | Ares Management Corp | $12.8M | 0.3% | +54% | 70.8 | |
| 49 | SYSCO CORP | $12.8M | 0.3% | -1% | 58.4 | |
| 50 | PARK AEROSPACE CORP | $11.6M | 0.2% | -37% | 68.5 | |
| 51 | VERIZON COMMUNICATIONS INC | $11.3M | 0.2% | +2% | 71.6 | |
| 52 | Smith Douglas Homes Corp. | $10.9M | 0.2% | +4% | 31.2 | |
| 53 | Merck & Co., Inc. | $10.8M | 0.2% | -8% | 70.9 | |
| 54 | COSTCO WHOLESALE CORP /NEW | $10.5M | 0.2% | -0% | 67 | |
| 55 | FEDEX CORP | $9.6M | 0.2% | -5% | 60.3 | |
| 56 | Baldwin Insurance Group, Inc. | $9.4M | 0.2% | +47% | 51.6 | |
| 57 | Fortrea Holdings Inc. | $8.9M | 0.2% | +18% | 31.4 | |
| 58 | SHERWIN WILLIAMS CO | $8.5M | 0.2% | -8% | 65.3 | |
| 59 | DOVER Corp | $8.2M | 0.2% | -22% | 63.1 | |
| 60 | PROCTER & GAMBLE Co | $8.0M | 0.2% | +7% | 72.9 | |
| 61 | EXXON MOBIL CORP | $7.7M | 0.2% | -1% | 61.8 | |
| 62 | 1stdibs.com, Inc. | $7.1M | 0.1% | -33% | 23.5 | |
| 63 | — | CRIMSON WINE GROUP LTD COM | $6.7M | 0.1% | -1% | — |
| 64 | HOME DEPOT, INC. | $6.4M | 0.1% | +0% | 69.2 | |
| 65 | COOPER COMPANIES, INC. | $5.4M | 0.1% | +83% | 55.8 | |
| 66 | SPDR GOLD TRUST | $4.9M | 0.1% | +0% | — | |
| 67 | AXIS CAPITAL HOLDINGS LTD | $4.8M | 0.1% | +0% | — | |
| 68 | PROGRESSIVE CORP/OH/ | $4.8M | 0.1% | -1% | 83.6 | |
| 69 | VISA INC. | $4.7M | 0.1% | -1% | 83.5 | |
| 70 | KIMBERLY CLARK CORP | $4.2M | 0.1% | -1% | 61.7 | |
| 71 | Rocket Companies, Inc. | $4.1M | 0.1% | +8% | — | |
| 72 | Brookfield Asset Management Ltd. | $4.0M | 0.1% | -5% | — | |
| 73 | KKR & Co. Inc. | $4.0M | 0.1% | -22% | 49.8 | |
| 74 | ARMSTRONG WORLD INDUSTRIES INC | $3.7M | 0.1% | -16% | 69.6 | |
| 75 | CHEVRON CORP | $3.7M | 0.1% | -0% | 54.7 | |
| 76 | PEPSICO INC | $3.6M | 0.1% | +9% | 62.7 | |
| 77 | Vitesse Energy, Inc. | $3.6M | 0.1% | -1% | 45.5 | |
| 78 | M&T BANK CORP | $3.4M | 0.1% | +0% | 64.1 | |
| 79 | Townsquare Media, Inc. | $3.3M | 0.1% | -43% | 39.3 | |
| 80 | AUTOMATIC DATA PROCESSING INC | $3.1M | 0.1% | -40% | 77.9 | |
| 81 | LINDE PLC | $3.1M | 0.1% | -25% | — | |
| 82 | AbbVie Inc. | $3.1M | 0.1% | -22% | 59.3 | |
| 83 | Kinsale Capital Group, Inc. | $3.1M | 0.1% | NEW | 79.6 | |
| 84 | DEERE & CO | $3.0M | 0.1% | +0% | 57.4 | |
| 85 | GLOBE LIFE INC. | $2.9M | 0.1% | +0% | 66.6 | |
| 86 | — | ISHARES S&P 500 INDEX FUND | $2.9M | 0.1% | +0% | — |
| 87 | MARRIOTT INTERNATIONAL INC /MD/ | $2.5M | 0.1% | NEW | 65.9 | |
| 88 | PFIZER INC | $2.5M | 0.1% | -1% | 69 | |
| 89 | TJX COMPANIES INC /DE/ | $2.2M | 0.0% | -1% | 70.7 | |
| 90 | NVIDIA CORP | $2.1M | 0.0% | -1% | 90.2 | |
| 91 | RTX Corp | $2.1M | 0.0% | +0% | 70 | |
| 92 | GENERAL ELECTRIC CO | $2.1M | 0.0% | +0% | 74.8 | |
| 93 | GE Vernova Inc. | $1.9M | 0.0% | +13% | 70.1 | |
| 94 | — | CAPITAL WORLD GROWTH & COM | $1.8M | 0.0% | +0% | — |
| 95 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.8M | 0.0% | +0% | — | |
| 96 | — | NESTLE SA SPONSORED ADR | $1.7M | 0.0% | +0% | — |
| 97 | US BANCORP DE | $1.7M | 0.0% | +384% | 71.4 | |
| 98 | COCA COLA CO | $1.6M | 0.0% | +19% | 74 | |
| 99 | ADVANCED DRAINAGE SYSTEMS, INC. | $1.6M | 0.0% | +12% | 58 | |
| 100 | Loar Holdings Inc. | $1.5M | 0.0% | +440% | 70.5 | |
| 101 | SLB LIMITED/NV | $1.5M | 0.0% | +0% | 63.2 | |
| 102 | — | VANGUARD INDEX FDS S&P 500 ETF | $1.4M | 0.0% | -8% | — |
| 103 | NEXTERA ENERGY INC | $1.4M | 0.0% | -0% | 71.7 | |
| 104 | FASTENAL CO | $1.3M | 0.0% | +0% | 73.5 | |
| 105 | PUBLIC SERVICE ENTERPRISE GROUP INC | $1.3M | 0.0% | +0% | 74.6 | |
| 106 | ALTRIA GROUP, INC. | $1.2M | 0.0% | +0% | 72.1 | |
| 107 | Edwards Lifesciences Corp | $1.2M | 0.0% | +0% | 67.6 | |
| 108 | Shell plc | $1.2M | 0.0% | +0% | — | |
| 109 | Meta Platforms, Inc. | $1.2M | 0.0% | -1% | 80.9 | |
| 110 | DOMINION ENERGY, INC | $1.2M | 0.0% | +0% | 74.9 | |
| 111 | PNC FINANCIAL SERVICES GROUP, INC. | $1.1M | 0.0% | +0% | 70.9 | |
| 112 | GOLDMAN SACHS GROUP INC | $1.0M | 0.0% | +348% | — | |
| 113 | SPDR S&P 500 ETF TRUST | $977,461 | 0.0% | -0% | — | |
| 114 | THERMO FISHER SCIENTIFIC INC. | $956,026 | 0.0% | +0% | 63.7 | |
| 115 | Bank of New York Mellon Corp | $914,044 | 0.0% | -68% | 36.7 | |
| 116 | Kraft Heinz Co | $899,600 | 0.0% | +33% | 42.5 | |
| 117 | MORGAN STANLEY | $822,850 | 0.0% | -18% | — | |
| 118 | METTLER TOLEDO INTERNATIONAL INC/ | $807,168 | 0.0% | +0% | 68.8 | |
| 119 | VALERO ENERGY CORP/TX | $801,023 | 0.0% | NEW | 51.4 | |
| 120 | — | VANECK VECTORS ETF TR JR GOLD | $732,244 | 0.0% | +0% | — |
| 121 | EOG RESOURCES INC | $708,393 | 0.0% | +0% | 71.1 | |
| 122 | BEL FUSE INC /NJ | $692,930 | 0.0% | +0% | 60.7 | |
| 123 | COMCAST CORP | $652,205 | 0.0% | -26% | 70.4 | |
| 124 | — | PERMANENT PORTFOLIO FD PERM PO | $635,601 | 0.0% | NEW | — |
| 125 | — | GROWTH FD AMER CL A | $604,332 | 0.0% | +0% | — |
| 126 | CARRIER GLOBAL Corp | $585,286 | 0.0% | +0% | 61.5 | |
| 127 | PERPETUA RESOURCES CORP. | $582,084 | 0.0% | +0% | — | |
| 128 | COLGATE PALMOLIVE CO | $553,654 | 0.0% | NEW | 72.4 | |
| 129 | TRACTOR SUPPLY CO /DE/ | $543,011 | 0.0% | +0% | 60.7 | |
| 130 | PAYCHEX INC | $528,492 | 0.0% | +43% | 75.1 | |
| 131 | RENAISSANCERE HOLDINGS LTD | $505,291 | 0.0% | +0% | — | |
| 132 | INTUIT INC. | $500,264 | 0.0% | NEW | 82 | |
| 133 | Trane Technologies plc | $497,171 | 0.0% | +0% | — | |
| 134 | — | VANGUARD INDEX FDS 500INDEX AD | $481,230 | 0.0% | +2% | — |
| 135 | CONOCOPHILLIPS | $472,560 | 0.0% | +0% | 74.8 | |
| 136 | WASTE MANAGEMENT INC | $470,610 | 0.0% | +0% | 70.7 | |
| 137 | CAPITAL ONE FINANCIAL CORP | $464,832 | 0.0% | +0% | 71 | |
| 138 | COMMERCE BANCSHARES INC /MO/ | $449,442 | 0.0% | +0% | — | |
| 139 | FISERV INC | $443,889 | 0.0% | -81% | 67.4 | |
| 140 | LAMAR ADVERTISING CO/NEW | $443,310 | 0.0% | -30% | 67.8 | |
| 141 | KLA CORP | $440,251 | 0.0% | +0% | 84.4 | |
| 142 | Toast, Inc. | $438,316 | 0.0% | -21% | 69.5 | |
| 143 | ALLSTATE CORP | $437,487 | 0.0% | +0% | 76.6 | |
| 144 | Walt Disney Co | $436,312 | 0.0% | +2% | 68.9 | |
| 145 | INTERNATIONAL BUSINESS MACHINES CORP | $412,226 | 0.0% | +0% | 66.7 | |
| 146 | Liberty Media Corp | $398,911 | 0.0% | +0% | 51 | |
| 147 | CBRE GROUP, INC. | $396,356 | 0.0% | +0% | 62.9 | |
| 148 | IDEXX LABORATORIES INC /DE | $393,323 | 0.0% | -20% | 73.6 | |
| 149 | DANAHER CORP /DE/ | $378,252 | 0.0% | -76% | 63.9 | |
| 150 | MCDONALDS CORP | $374,502 | 0.0% | +0% | 73.9 | |
| 151 | — | STATE STREET SPDR S&P DIVID ET | $362,369 | 0.0% | +0% | — |
| 152 | JPMORGAN CHASE & CO | $355,081 | 0.0% | +0% | 35.6 | |
| 153 | Otis Worldwide Corp | $353,181 | 0.0% | +0% | 60.3 | |
| 154 | BAXTER INTERNATIONAL INC | $350,767 | 0.0% | -0% | 45.7 | |
| 155 | LIGAND PHARMACEUTICALS INC | $338,207 | 0.0% | NEW | 66 | |
| 156 | Tesla, Inc. | $334,575 | 0.0% | -10% | 50.1 | |
| 157 | SOUTHERN CO | $328,168 | 0.0% | +0% | 65.1 | |
| 158 | S&P Global Inc. | $325,385 | 0.0% | +0% | 79.4 | |
| 159 | CITY HOLDING CO | $312,067 | 0.0% | +0% | 33.7 | |
| 160 | Air Products & Chemicals, Inc. | $309,372 | 0.0% | NEW | 41.2 | |
| 161 | Liberty Media Corp | $306,412 | 0.0% | +0% | 51 | |
| 162 | WELLS FARGO & COMPANY/MN | $293,124 | 0.0% | +0% | — | |
| 163 | CENTRAL SECURITIES CORP | $291,109 | 0.0% | +0% | — | |
| 164 | — | ALLIANCE BERNSTEIN HOLDING L.P | $286,716 | 0.0% | +0% | — |
| 165 | Chubb Ltd | $286,167 | 0.0% | +0% | — | |
| 166 | JACOBS SOLUTIONS INC. | $284,089 | 0.0% | +0% | 47.7 | |
| 167 | WEBSTER FINANCIAL CORP | $283,997 | 0.0% | +0% | 60.2 | |
| 168 | — | SCHWAB STRATEGIC TR US MID-CAP | $283,810 | 0.0% | +0% | — |
| 169 | MICRON TECHNOLOGY INC | $282,096 | 0.0% | +0% | 88.4 | |
| 170 | CUMMINS INC | $279,770 | 0.0% | +0% | 58.9 | |
| 171 | — | SCHWAB STRATEGIC TR US LCAP VA | $278,580 | 0.0% | +0% | — |
| 172 | YUM BRANDS INC | $273,645 | 0.0% | +0% | 71.7 | |
| 173 | ASML HOLDING NV | $262,845 | 0.0% | NEW | — | |
| 174 | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | $261,733 | 0.0% | NEW | 48 | |
| 175 | Zoetis Inc. | $260,653 | 0.0% | +0% | 72.6 | |
| 176 | Accenture plc | $251,828 | 0.0% | -12% | — | |
| 177 | TEXAS INSTRUMENTS INC | $237,822 | 0.0% | +0% | 70.4 | |
| 178 | Elevance Health, Inc. | $234,493 | 0.0% | -15% | 59.4 | |
| 179 | — | ISHARES TR IBOXX HI YD ETF | $222,688 | 0.0% | +0% | — |
| 180 | INTEL CORP | $221,003 | 0.0% | -17% | 41.5 | |
| 181 | AMGEN INC | $219,554 | 0.0% | -88% | 79.5 | |
| 182 | — | VANGUARD SMALL-CAP VIPERS | $217,394 | 0.0% | -11% | — |
| 183 | — | ONEX COPR SUB VTG (ONEXF) | $213,727 | 0.0% | +16% | — |
| 184 | KINDER MORGAN, INC. | $202,857 | 0.0% | NEW | 74.6 | |
| 185 | — | WESDOME GOLD MINES LTD COM | $194,238 | 0.0% | +0% | — |
| 186 | Ferroglobe PLC | $166,448 | 0.0% | +0% | — | |
| 187 | i-80 Gold Corp. | $152,000 | 0.0% | NEW | — | |
| 188 | Viatris Inc | $144,111 | 0.0% | +0% | 47.1 | |
| 189 | — | BODYCOTE PLC COM | $139,060 | 0.0% | +0% | — |
| 190 | SAN JUAN BASIN ROYALTY TRUST | $74,940 | 0.0% | +0% | — | |
| 191 | Transocean Ltd. | $70,941 | 0.0% | +0% | — | |
| 192 | Verrica Pharmaceuticals Inc. | $63,480 | 0.0% | +0% | 26.1 | |
| 193 | BLACKBERRY Ltd | $58,806 | 0.0% | +0% | — | |
| 194 | — | DUNDEE ENERGY LTD COM | $0 | 0.0% | +0% | — |
| 195 | — | MANITOK ENERGY INC COM | $0 | 0.0% | +0% | — |
New Positions (13)
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