Beck Mack & Oliver Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$4.85B
Q ending 2026-03-31
Prior quarter
$5.51B
Q ending 2025-12-31
Change
-11.9% QoQ · -3.1% YoY
Positions
195
reported holdings
Largest positions
Top 100 of 195 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apollo Global Mgmt Inc | APO | Shares | $308.1M | 2.8M |
| Alphabet Inc Cap Stk Cl C | Shares | $264.2M | 921K | |
| Blackstone Inc. | BX | Shares | $259.8M | 2.3M |
| Gallagher Arthur J | AJG | Shares | $230.1M | 1.1M |
| Sunbelt Rentals Holding Common | SUNB | Shares | $219.8M | 3.4M |
| Microsoft Corp | MSFT | Shares | $205.9M | 556K |
| Ferguson Enterprises Inc. | FERG | Shares | $194.2M | 833K |
| Schwab Charles Cp New Com | SCHW | Shares | $192.0M | 2.0M |
| Somnigroup International Com | SGI | Shares | $178.1M | 2.4M |
| Radnet Inc Com | RDNT | Shares | $177.0M | 3.2M |
| Labcorp Holdings | LH | Shares | $164.5M | 617K |
| Zurn Elkay Water Solutions Cor | ZWS | Shares | $156.8M | 3.5M |
| Credit Accep Corp Mich Com | CACC | Shares | $130.8M | 309K |
| Waters Corporation | WAT | Shares | $128.7M | 432K |
| American Express Co | AXP | Shares | $123.4M | 408K |
| Hilton Worldwide Holdings Inc | Shares | $120.0M | 395K | |
| Costar Group Inc. | Shares | $118.1M | 2.9M | |
| Jpmorgan Chase & Co. | JPM | Shares | $114.1M | 388K |
| Abbott Labs | ABT | Shares | $96.0M | 935K |
| Matador Res Co Com | MTDR | Shares | $85.8M | 1.4M |
| Globalstar Inc | GSAT | Shares | $74.2M | 1.1M |
| Alphabet Inc Cap Stk Cl A | Shares | $69.8M | 243K | |
| Rush Enterprises Inc Cl A | RUSHA | Shares | $63.3M | 958K |
| Roper Technologies Inc Com | ROP | Shares | $57.7M | 163K |
| Wabtec Corporation | WAB | Shares | $57.3M | 229K |
| Johnson & Johnson | JNJ | Shares | $52.3M | 214K |
| Jefferies Financial Group | JEF | Shares | $50.5M | 1.2M |
| Mastercard Inc Cl A | MA | Shares | $48.0M | 96K |
| Blue Owl Capital Inc Com Cl A | OWL | Shares | $47.9M | 5.3M |
| Amazon.Com Inc | AMZN | Shares | $47.6M | 228K |
| Berkshire Hathaw.Clb | BRK/B | Shares | $42.7M | 89K |
| Qualcomm Inc Com | QCOM | Shares | $42.5M | 330K |
| Markel Group Inc. | MKL | Shares | $37.5M | 20K |
| Wal Mart Inc. | WMT | Shares | $35.9M | 289K |
| Warner Bros Discovery Inc Com | WBD | Shares | $33.2M | 1.2M |
| Brookfield Corp Cl A Lmt Vtg S | BN | Shares | $32.5M | 804K |
| Teva Pharmac.Ind.Adr | TEVA | Shares | $31.7M | 1.1M |
| Enterprise Prods Partners Lp | EPD | Shares | $30.9M | 817K |
| Williams Cos Inc Del | WMB | Shares | $30.9M | 424K |
| Union Pac Corp | UNP | Shares | $30.7M | 127K |
| Apple Inc Com | AAPL | Shares | $29.6M | 117K |
| Lowes Cos Inc Com | LOW | Shares | $28.8M | 122K |
| Hubbell Inc Com | HUBB | Shares | $24.0M | 49K |
| Enbridge Inc Com | Shares | $17.3M | 320K | |
| Duke Energy Corp New Com New | Shares | $16.4M | 125K | |
| Alcon Inc Ord Shs | Shares | $15.8M | 209K | |
| Nutrien Ltd Com | NTR | Shares | $13.7M | 181K |
| Ares Mgmt L P Com Unit Rp In | ARES | Shares | $12.8M | 118K |
| Sysco Corp Com | SYY | Shares | $12.8M | 180K |
| Park Aerospace Corp. | PKE | Shares | $11.6M | 423K |
| Verizon Comm. | VZ | Shares | $11.3M | 225K |
| Smith Douglas Homes Co Com Shs | SDHC | Shares | $10.9M | 851K |
| Merck & Co Inc | MRK | Shares | $10.8M | 90K |
| Costco Whsl Corp New | COST | Shares | $10.5M | 11K |
| Fedex Corp | FDX | Shares | $9.6M | 27K |
| The Baldwin Insurance Com Cl A | BWIN | Shares | $9.4M | 427K |
| Fortrea Holdings Inc. | FTRE | Shares | $8.9M | 948K |
| Sherwin Williams Co Com | SHW | Shares | $8.5M | 26K |
| Dover Corp | DOV | Shares | $8.2M | 39K |
| Procter & Gamble | PG | Shares | $8.0M | 55K |
| Exxon Mobil Corp | XOM | Shares | $7.7M | 46K |
| 1Stdibs Com Inc Com | DIBS | Shares | $7.1M | 1.3M |
| Crimson Wine Group Ltd Com | CWGL | Shares | $6.7M | 1.5M |
| Home Depot Inc Com | HD | Shares | $6.4M | 19K |
| Cooper Cos Inc Com New | COO | Shares | $5.4M | 75K |
| Spdr Gold Trust | GLD | Shares | $4.9M | 11K |
| Axis Cap.Holdgs.Ltd. | Shares | $4.8M | 48K | |
| Progressive Corp Ohio | PGR | Shares | $4.8M | 24K |
| Visa Inc Com Cl A | V | Shares | $4.7M | 16K |
| Kimberly Clark Corp | KMB | Shares | $4.2M | 43K |
| Rocket Cos Inc Com Cl A | RKT | Shares | $4.1M | 285K |
| Brookfield Asset Manag Cl A Lm | BAM | Shares | $4.0M | 90K |
| Kkr & Co Inc. | KKR | Shares | $4.0M | 43K |
| Armstrong World Inds I Com | Shares | $3.7M | 23K | |
| Chevron Corporation | CVX | Shares | $3.7M | 18K |
| Pepsico Inc Com | PEP | Shares | $3.6M | 23K |
| Vitesse Energy Inc | VTS | Shares | $3.6M | 198K |
| M & T Bk Corp | MTB | Shares | $3.4M | 16K |
| Townsquare Media Inc Cl A | TSQ | Shares | $3.3M | 615K |
| Autom.Data Processing | ADP | Shares | $3.1M | 15K |
| Linde Plc Com | Shares | $3.1M | 6K | |
| Abbvie Inc. Com | Shares | $3.1M | 14K | |
| Kinsale Cap Group Inc Com | KNSL | Shares | $3.1M | 9K |
| Deere & Co Com | DE | Shares | $3.0M | 5K |
| Globe Life Inc Com | GL | Shares | $2.9M | 21K |
| Ishares S&P 500 Index Fund | IVV | Shares | $2.9M | 4K |
| Marriot International Inc Cl A | MAR | Shares | $2.5M | 8K |
| Pfizer Inc | PFE | Shares | $2.5M | 88K |
| Tjx Cos Inc New Com | TJX | Shares | $2.2M | 14K |
| Nvidia Corp Com | NVDA | Shares | $2.1M | 12K |
| Rtx Corp. | RTX | Shares | $2.1M | 11K |
| Ge Aerospace | GE | Shares | $2.1M | 7K |
| Ge Vernova Inc Com | GEV | Shares | $1.9M | 2K |
| Capital World Growth & Com | CWGIX | Shares | $1.8M | 26K |
| Taiwan Semiconductor-Sp Adr | TSM | Shares | $1.8M | 5K |
| Nestle Sa Sponsored Adr | NSRGY | Shares | $1.7M | 18K |
| Us Bancorp Del Com | USB | Shares | $1.7M | 32K |
| Coca-Cola Co | KO | Shares | $1.6M | 22K |
| Advanced Drain Sys Inc Com | WMS | Shares | $1.6M | 12K |
| Loar Holdings Inc. | LOAR | Shares | $1.5M | 27K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.