Filed: 2/13/2025ACC: 0000010742-25-000002
📋 What this filing means
BECK MACK & OLIVER LLC filed this quarterly 13F‑HR report disclosing 190 equity positions with a total reported market value of $5.40B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
190
Positions
$5.40B
Total AUM (reported)
79.24M
Total Shares
Allocation by class
COM$5.39B99.8%
EMF$8.55M0.2%
MIUS$2.43M0.0%
IFUS$681.4K0.0%
PFD$677.6K0.0%
Portfolio Concentration
Top 3$1.19B22.1%
4–10$1.37B25.3%
11–25$1.67B30.9%
Rest$1.17B21.7%
Top 3 weight
22.1%
Top 10 weight
47.3%
Voting Authority Distribution
Total shares with voting rights: 79.24M
Sole
Full voting authority
76.90M
shares
% of voting shares97.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.35M
shares
% of voting shares3.0%
Investment Discretion (by position count)
Sole190
Shared0
Other0
Dominant voting typeSole · 97.0% of voting shares
Institutional Holdings190
Rows:
APOLLO GLOBAL MGMT INC
SOLEShares2.95M
TypeSH
Market value$487.76M
9.03%
Sole
2.81M
Shared
0.00
None
139.01K
BLACKSTONE INC.
SOLEShares2.33M
TypeSH
Market value$401.46M
7.43%
Sole
2.23M
Shared
0.00
None
93.50K
MICROSOFT CORP
SOLEShares721.08K
TypeSH
Market value$303.94M
5.63%
Sole
699.74K
Shared
0.00
None
21.34K
ALPHABET INC CAP STK CL C
SOLEShares1.15M
TypeSH
Market value$219.39M
4.06%
Sole
1.12M
Shared
0.00
None
36.27K
GALLAGHER ARTHUR J
SOLEShares771.33K
TypeSH
Market value$218.94M
4.05%
Sole
743.07K
Shared
0.00
None
28.26K
RADNET INC COM
SOLEShares3.07M
TypeSH
Market value$214.33M
3.97%
Sole
2.97M
Shared
0.00
None
97.22K
ASHTEAD GROUP PLC SHS
SOLEShares3.14M
TypeSH
Market value$195.47M
3.62%
Sole
3.03M
Shared
0.00
None
116.72K
CREDIT ACCEP CORP MICH COM
SOLEShares391.24K
TypeSH
Market value$183.67M
3.40%
Sole
378.95K
Shared
0.00
None
12.29K
ENSTAR GROUP LTD
SOLEShares546.84K
TypeSH
Market value$176.11M
3.26%
Sole
527.65K
Shared
0.00
None
19.19K
SCHWAB CHARLES CP NEW COM
SOLEShares2.12M
TypeSH
Market value$157.14M
2.91%
Sole
2.06M
Shared
0.00
None
63.75K
BLUE OWL CAPITAL INC COM CL A
SOLEShares6.05M
TypeSH
Market value$140.61M
2.60%
Sole
5.88M
Shared
0.00
None
164.40K
LABCORP HOLDINGS
SOLEShares613.03K
TypeSH
Market value$140.58M
2.60%
Sole
592.82K
Shared
0.00
None
20.21K
ZURN ELKAY WATER SOLUTIONS COR
SOLEShares3.49M
TypeSH
Market value$130.01M
2.41%
Sole
3.41M
Shared
0.00
None
77.29K
COSTAR GROUP INC.
SOLEShares1.71M
TypeSH
Market value$122.09M
2.26%
Sole
1.67M
Shared
0.00
None
38.66K
AMERICAN EXPRESS CO
SOLEShares395.69K
TypeSH
Market value$117.44M
2.17%
Sole
390.30K
Shared
0.00
None
5.39K
ROPER TECHNOLOGIES INC COM
SOLEShares215.81K
TypeSH
Market value$112.19M
2.08%
Sole
206.10K
Shared
0.00
None
9.71K
FERGUSON ENTERPRISES INC.
SOLEShares639.45K
TypeSH
Market value$110.99M
2.05%
Sole
623.62K
Shared
0.00
None
15.83K
JEFFERIES FINANCIAL GROUP
SOLEShares1.36M
TypeSH
Market value$106.45M
1.97%
Sole
1.32M
Shared
0.00
None
35.91K
FISERV INC
SOLEShares513.40K
TypeSH
Market value$105.46M
1.95%
Sole
504.76K
Shared
0.00
None
8.64K
HILTON WORLDWIDE HOLDINGS INC
SOLEShares426.51K
TypeSH
Market value$105.42M
1.95%
Sole
421.06K
Shared
0.00
None
5.46K
FORTREA HOLDINGS INC.
SOLEShares5.64M
TypeSH
Market value$105.11M
1.95%
Sole
5.51M
Shared
0.00
None
121.14K
JPMORGAN CHASE & CO.
SOLEShares429.56K
TypeSH
Market value$102.97M
1.91%
Sole
414.36K
Shared
0.00
None
15.20K
ABBOTT LABS
SOLEShares810.46K
TypeSH
Market value$91.67M
1.70%
Sole
781.27K
Shared
0.00
None
29.18K
WATERS CORPORATION
SOLEShares246.25K
TypeSH
Market value$91.35M
1.69%
Sole
238.88K
Shared
0.00
None
7.38K
ALPHABET INC CAP STK CL A
SOLEShares470.15K
TypeSH
Market value$89.00M
1.65%
Sole
456.81K
Shared
0.00
None
13.34K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APOLLO GLOBAL MGMT INCSOLE | COM | 2.95M | SH | $487.76M 9.03% | 2.81M | 0.00 | 139.01K |
BLACKSTONE INC.SOLE | COM | 2.33M | SH | $401.46M 7.43% | 2.23M | 0.00 | 93.50K |
MICROSOFT CORPSOLE | COM | 721.08K | SH | $303.94M 5.63% | 699.74K | 0.00 | 21.34K |
ALPHABET INC CAP STK CL CSOLE | COM | 1.15M | SH | $219.39M 4.06% | 1.12M | 0.00 | 36.27K |
GALLAGHER ARTHUR JSOLE | COM | 771.33K | SH | $218.94M 4.05% | 743.07K | 0.00 | 28.26K |
RADNET INC COMSOLE | COM | 3.07M | SH | $214.33M 3.97% | 2.97M | 0.00 | 97.22K |
ASHTEAD GROUP PLC SHSSOLE | COM | 3.14M | SH | $195.47M 3.62% | 3.03M | 0.00 | 116.72K |
CREDIT ACCEP CORP MICH COMSOLE | COM | 391.24K | SH | $183.67M 3.40% | 378.95K | 0.00 | 12.29K |
ENSTAR GROUP LTDSOLE | COM | 546.84K | SH | $176.11M 3.26% | 527.65K | 0.00 | 19.19K |
SCHWAB CHARLES CP NEW COMSOLE | COM | 2.12M | SH | $157.14M 2.91% | 2.06M | 0.00 | 63.75K |
BLUE OWL CAPITAL INC COM CL ASOLE | COM | 6.05M | SH | $140.61M 2.60% | 5.88M | 0.00 | 164.40K |
LABCORP HOLDINGSSOLE | COM | 613.03K | SH | $140.58M 2.60% | 592.82K | 0.00 | 20.21K |
ZURN ELKAY WATER SOLUTIONS CORSOLE | COM | 3.49M | SH | $130.01M 2.41% | 3.41M | 0.00 | 77.29K |
COSTAR GROUP INC.SOLE | COM | 1.71M | SH | $122.09M 2.26% | 1.67M | 0.00 | 38.66K |
AMERICAN EXPRESS COSOLE | COM | 395.69K | SH | $117.44M 2.17% | 390.30K | 0.00 | 5.39K |
ROPER TECHNOLOGIES INC COMSOLE | COM | 215.81K | SH | $112.19M 2.08% | 206.10K | 0.00 | 9.71K |
FERGUSON ENTERPRISES INC.SOLE | COM | 639.45K | SH | $110.99M 2.05% | 623.62K | 0.00 | 15.83K |
JEFFERIES FINANCIAL GROUPSOLE | COM | 1.36M | SH | $106.45M 1.97% | 1.32M | 0.00 | 35.91K |
FISERV INCSOLE | COM | 513.40K | SH | $105.46M 1.95% | 504.76K | 0.00 | 8.64K |
HILTON WORLDWIDE HOLDINGS INCSOLE | COM | 426.51K | SH | $105.42M 1.95% | 421.06K | 0.00 | 5.46K |
FORTREA HOLDINGS INC.SOLE | COM | 5.64M | SH | $105.11M 1.95% | 5.51M | 0.00 | 121.14K |
JPMORGAN CHASE & CO.SOLE | COM | 429.56K | SH | $102.97M 1.91% | 414.36K | 0.00 | 15.20K |
ABBOTT LABSSOLE | COM | 810.46K | SH | $91.67M 1.70% | 781.27K | 0.00 | 29.18K |
WATERS CORPORATIONSOLE | COM | 246.25K | SH | $91.35M 1.69% | 238.88K | 0.00 | 7.38K |
ALPHABET INC CAP STK CL ASOLE | COM | 470.15K | SH | $89.00M 1.65% | 456.81K | 0.00 | 13.34K |
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