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BECK MACK & OLIVER LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 10742
Institutional-grade research for retail investors

Sector Allocation

  • Financials34.7%$1.8B
  • Healthcare16.2%$828.8M
  • Technology14.7%$754.8M
  • Consumer Discretionary13.3%$683.2M
  • Industrials12.1%$620.2M
  • Energy3.2%$163.4M
  • Communication Services2.5%$130.0M
  • Consumer Staples1.1%$57.4M
  • Materials0.7%$37.2M
  • Real Estate0.7%$36.5M

AUM History

13fpro.ai/research/fund/beck-mack-and-oliver-llc-10742

Conviction and streaks

Stable · top 10 = 45.2%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/beck-mack-and-oliver-llc-10742

BECK MACK & OLIVER LLC 13F holdings — Q2 2026

$5.1B portfolio (+5.8% QoQ) · 201 holdings · Q2 2026 13F · top 10 are 45% of the stock portfolio

All holdings — BECK MACK & OLIVER LLC (Q2 2026)

201 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
FERG$FERGFerguson Enterprises Inc. /DE/$184.6M-7%
ZWS$ZWSZurn Elkay Water Solutions Corp$173.4M-2%
LH$LHLABCORP HOLDINGS INC.$169.5M-2%
WAT$WATWATERS CORP /DE/$162.8M+0.4%
AXP$AXPAMERICAN EXPRESS CO$136.6M-1%
JPM$JPMJPMORGAN CHASE & CO$122.7M-3%
HLT$HLTHilton Worldwide Holdings Inc.$119.1M-9%
ABT$ABTABBOTT LABORATORIES$101.9M+20%
GSAT$GSATGlobalstar, Inc.$89.8M-1%
GOOGL$GOOGLAlphabet Inc.$79.7M-8%
RUSHA$RUSHARUSH ENTERPRISES INC \TX\$67.9M-3%
MTDR$MTDRMatador Resources Co$67.6M-0.0%
WAB$WABWESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP$61.9M+0.1%
JEF$JEFJefferies Financial Group Inc.$61.1M-0.1%
QCOM$QCOMQUALCOMM INC/DE$60.8M-0.3%

What changed in Q2 2026

Against the previous quarter's 13F: 14 new, 36 added to, 80 trimmed, 8 sold out. Share-count changes; largest moves by dollar size first.

New positions (14)

  • SHC$SHCSotera Health Co$9.8M

    first bought this quarter

  • FDXF$FDXFFedEx Freight Holding Company, Inc.$2.0M

    first bought this quarter

  • LMRI$LMRILumexa Imaging Holdings, Inc.$1.9M

    first bought this quarter

  • ARXS$ARXSArxis, Inc.$1.0M

    first bought this quarter

  • EGP$EGPEASTGROUP PROPERTIES INC$547K

    first bought this quarter

  • ARM$ARMARM HOLDINGS PLC /UK$355K

    first bought this quarter

+8 more in the Excel export

Added to (36)

  • ALC$ALCALCON INC+301%

    now $56.2M

  • ABT$ABTABBOTT LABORATORIES+20%

    now $101.9M

  • SGI$SGISOMNIGROUP INTERNATIONAL INC.+2%

    now $193.5M

  • AMZN$AMZNAMAZON COM INC+6%

    now $57.8M

  • ARES$ARESAres Management Corp+19%

    now $15.5M

  • LIN$LINLINDE PLC+32%

    now $4.3M

+30 more in the Excel export

Trimmed (80)

  • GOOG$GOOGAlphabet Inc.-13%

    now $284.1M

  • CSGP$CSGPCOSTAR GROUP, INC.-29%

    now $59.0M

  • SUNB$SUNBSunbelt Rentals Holdings, Inc.-6%

    now $237.0M

  • FERG$FERGFerguson Enterprises Inc. /DE/-7%

    now $184.6M

  • HLT$HLTHilton Worldwide Holdings Inc.-9%

    now $119.1M

  • PKE$PKEPARK AEROSPACE CORP-63%

    now $6.0M

+74 more in the Excel export

Sold out (8)

  • CAPITAL WORLD GROWTH & COMwas $1.8M
  • PERMANENT PORTFOLIO FD PERM POwas $636K
  • GROWTH FD AMER CL Awas $604K
  • TT$TTTrane Technologies plcwas $497K

    held 2 qtrs

  • VANGUARD INDEX FDS 500INDEX ADwas $481K
  • KTOS$KTOSKRATOS DEFENSE & SECURITY SOLUTIONS, INC.was $262K

+2 more in the Excel export

Firm AUM (Form ADV): $6.2B as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F BECK MACK & OLIVER LLC has filed, 40 earlier quarters. Pick one to see what it held then.

Email me the moment this fund files its next 13FPro

Portfolio Overview

BECK MACK & OLIVER LLC disclosed 201 positions worth $5.1B in its Form 13F-HR for Q2 2026, led by $APO (Apollo Global Management, Inc.) at 6.2% of the equity portfolio, followed by $GOOG and $BX. During the quarter the fund opened 14 new positions and exited 8 — including a new stake in $SHC. The portfolio is most concentrated in Financials (34.7% of disclosed assets). All figures are sourced directly from BECK MACK & OLIVER LLC’s Form 13F-HR filing with the SEC under CIK 10742.

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AI-Powered Hedge Fund Analysis: BECK MACK & OLIVER LLC

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