Filed: 5/15/2025ACC: 0000010742-25-000008
📋 What this filing means
BECK MACK & OLIVER LLC filed this quarterly 13F‑HR report disclosing 187 equity positions with a total reported market value of $5.01B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
187
Positions
$5.01B
Total AUM (reported)
62.94M
Total Shares
Allocation by class
COM$5.00B99.8%
EMF$8.96M0.2%
MF$975.2K0.0%
PFD$666.5K0.0%
IFUS$440.4K0.0%
Portfolio Concentration
Top 3$979.37M19.6%
4–10$1.30B26.0%
11–25$1.65B32.9%
Rest$1.08B21.6%
Top 3 weight
19.6%
Top 10 weight
45.6%
Voting Authority Distribution
Total shares with voting rights: 62.94M
Sole
Full voting authority
61.08M
shares
% of voting shares97.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.86M
shares
% of voting shares3.0%
Investment Discretion (by position count)
Sole187
Shared0
Other0
Dominant voting typeSole · 97.0% of voting shares
Institutional Holdings187
Rows:
APOLLO GLOBAL MGMT INC
SOLEShares2.87M
TypeSH
Market value$393.36M
7.86%
Sole
2.74M
Shared
0.00
None
136.59K
BLACKSTONE INC.
SOLEShares2.26M
TypeSH
Market value$315.71M
6.31%
Sole
2.17M
Shared
0.00
None
91.67K
GALLAGHER ARTHUR J
SOLEShares782.91K
TypeSH
Market value$270.29M
5.40%
Sole
754.08K
Shared
0.00
None
28.83K
MICROSOFT CORP
SOLEShares693.35K
TypeSH
Market value$260.28M
5.20%
Sole
672.66K
Shared
0.00
None
20.70K
CREDIT ACCEP CORP MICH COM
SOLEShares394.97K
TypeSH
Market value$203.94M
4.07%
Sole
382.90K
Shared
0.00
None
12.07K
ASHTEAD GROUP PLC SHS
SOLEShares3.31M
TypeSH
Market value$179.49M
3.59%
Sole
3.21M
Shared
0.00
None
96.85K
ALPHABET INC CAP STK CL C
SOLEShares1.14M
TypeSH
Market value$178.53M
3.57%
Sole
1.11M
Shared
0.00
None
34.94K
SCHWAB CHARLES CP NEW COM
SOLEShares2.17M
TypeSH
Market value$169.99M
3.40%
Sole
2.10M
Shared
0.00
None
66.62K
RADNET INC COM
SOLEShares3.28M
TypeSH
Market value$163.10M
3.26%
Sole
3.18M
Shared
0.00
None
102.28K
LABCORP HOLDINGS
SOLEShares627.02K
TypeSH
Market value$145.93M
2.91%
Sole
606.04K
Shared
0.00
None
20.98K
COSTAR GROUP INC.
SOLEShares1.81M
TypeSH
Market value$143.45M
2.87%
Sole
1.77M
Shared
0.00
None
43.13K
FERGUSON ENTERPRISES INC.
SOLEShares860.77K
TypeSH
Market value$137.92M
2.75%
Sole
843.45K
Shared
0.00
None
17.33K
BLUE OWL CAPITAL INC COM CL A
SOLEShares6.78M
TypeSH
Market value$135.82M
2.71%
Sole
6.54M
Shared
0.00
None
237.15K
ROPER TECHNOLOGIES INC COM
SOLEShares223.78K
TypeSH
Market value$131.94M
2.64%
Sole
214.27K
Shared
0.00
None
9.51K
SOMNIGROUP INTERNATIONAL COM
SOLEShares2.17M
TypeSH
Market value$129.70M
2.59%
Sole
2.11M
Shared
0.00
None
56.78K
FISERV INC
SOLEShares538.27K
TypeSH
Market value$118.87M
2.37%
Sole
529.32K
Shared
0.00
None
8.95K
ZURN ELKAY WATER SOLUTIONS COR
SOLEShares3.57M
TypeSH
Market value$117.83M
2.35%
Sole
3.50M
Shared
0.00
None
76.46K
ABBOTT LABS
SOLEShares842.67K
TypeSH
Market value$111.78M
2.23%
Sole
813.43K
Shared
0.00
None
29.24K
AMERICAN EXPRESS CO
SOLEShares401.86K
TypeSH
Market value$108.12M
2.16%
Sole
396.47K
Shared
0.00
None
5.39K
JPMORGAN CHASE & CO.
SOLEShares421.45K
TypeSH
Market value$103.38M
2.07%
Sole
407.19K
Shared
0.00
None
14.27K
HILTON WORLDWIDE HOLDINGS INC
SOLEShares431.99K
TypeSH
Market value$98.30M
1.96%
Sole
426.50K
Shared
0.00
None
5.49K
WATERS CORPORATION
SOLEShares249.91K
TypeSH
Market value$92.11M
1.84%
Sole
242.53K
Shared
0.00
None
7.38K
MATADOR RES CO COM
SOLEShares1.51M
TypeSH
Market value$77.40M
1.55%
Sole
1.48M
Shared
0.00
None
36.90K
JEFFERIES FINANCIAL GROUP
SOLEShares1.31M
TypeSH
Market value$70.33M
1.40%
Sole
1.28M
Shared
0.00
None
35.52K
ALPHABET INC CAP STK CL A
SOLEShares447.07K
TypeSH
Market value$69.13M
1.38%
Sole
434.19K
Shared
0.00
None
12.88K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APOLLO GLOBAL MGMT INCSOLE | COM | 2.87M | SH | $393.36M 7.86% | 2.74M | 0.00 | 136.59K |
BLACKSTONE INC.SOLE | COM | 2.26M | SH | $315.71M 6.31% | 2.17M | 0.00 | 91.67K |
GALLAGHER ARTHUR JSOLE | COM | 782.91K | SH | $270.29M 5.40% | 754.08K | 0.00 | 28.83K |
MICROSOFT CORPSOLE | COM | 693.35K | SH | $260.28M 5.20% | 672.66K | 0.00 | 20.70K |
CREDIT ACCEP CORP MICH COMSOLE | COM | 394.97K | SH | $203.94M 4.07% | 382.90K | 0.00 | 12.07K |
ASHTEAD GROUP PLC SHSSOLE | COM | 3.31M | SH | $179.49M 3.59% | 3.21M | 0.00 | 96.85K |
ALPHABET INC CAP STK CL CSOLE | COM | 1.14M | SH | $178.53M 3.57% | 1.11M | 0.00 | 34.94K |
SCHWAB CHARLES CP NEW COMSOLE | COM | 2.17M | SH | $169.99M 3.40% | 2.10M | 0.00 | 66.62K |
RADNET INC COMSOLE | COM | 3.28M | SH | $163.10M 3.26% | 3.18M | 0.00 | 102.28K |
LABCORP HOLDINGSSOLE | COM | 627.02K | SH | $145.93M 2.91% | 606.04K | 0.00 | 20.98K |
COSTAR GROUP INC.SOLE | COM | 1.81M | SH | $143.45M 2.87% | 1.77M | 0.00 | 43.13K |
FERGUSON ENTERPRISES INC.SOLE | COM | 860.77K | SH | $137.92M 2.75% | 843.45K | 0.00 | 17.33K |
BLUE OWL CAPITAL INC COM CL ASOLE | COM | 6.78M | SH | $135.82M 2.71% | 6.54M | 0.00 | 237.15K |
ROPER TECHNOLOGIES INC COMSOLE | COM | 223.78K | SH | $131.94M 2.64% | 214.27K | 0.00 | 9.51K |
SOMNIGROUP INTERNATIONAL COMSOLE | COM | 2.17M | SH | $129.70M 2.59% | 2.11M | 0.00 | 56.78K |
FISERV INCSOLE | COM | 538.27K | SH | $118.87M 2.37% | 529.32K | 0.00 | 8.95K |
ZURN ELKAY WATER SOLUTIONS CORSOLE | COM | 3.57M | SH | $117.83M 2.35% | 3.50M | 0.00 | 76.46K |
ABBOTT LABSSOLE | COM | 842.67K | SH | $111.78M 2.23% | 813.43K | 0.00 | 29.24K |
AMERICAN EXPRESS COSOLE | COM | 401.86K | SH | $108.12M 2.16% | 396.47K | 0.00 | 5.39K |
JPMORGAN CHASE & CO.SOLE | COM | 421.45K | SH | $103.38M 2.07% | 407.19K | 0.00 | 14.27K |
HILTON WORLDWIDE HOLDINGS INCSOLE | COM | 431.99K | SH | $98.30M 1.96% | 426.50K | 0.00 | 5.49K |
WATERS CORPORATIONSOLE | COM | 249.91K | SH | $92.11M 1.84% | 242.53K | 0.00 | 7.38K |
MATADOR RES CO COMSOLE | COM | 1.51M | SH | $77.40M 1.55% | 1.48M | 0.00 | 36.90K |
JEFFERIES FINANCIAL GROUPSOLE | COM | 1.31M | SH | $70.33M 1.40% | 1.28M | 0.00 | 35.52K |
ALPHABET INC CAP STK CL ASOLE | COM | 447.07K | SH | $69.13M 1.38% | 434.19K | 0.00 | 12.88K |
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