Filed: 8/14/2025ACC: 0000010742-25-000016
📋 What this filing means
BECK MACK & OLIVER LLC filed this quarterly 13F‑HR report disclosing 189 equity positions with a total reported market value of $5.24B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
189
Positions
$5.24B
Total AUM (reported)
61.59M
Total Shares
Allocation by class
COM$5.23B99.8%
EMF$9.66M0.2%
PFD$671.5K0.0%
MF$446.7K0.0%
IFUS$371.7K0.0%
Portfolio Concentration
Top 3$1.05B20.1%
4–10$1.40B26.8%
11–25$1.73B33.1%
Rest$1.05B20.0%
Top 3 weight
20.1%
Top 10 weight
46.9%
Voting Authority Distribution
Total shares with voting rights: 61.59M
Sole
Full voting authority
59.81M
shares
% of voting shares97.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.78M
shares
% of voting shares2.9%
Investment Discretion (by position count)
Sole189
Shared0
Other0
Dominant voting typeSole · 97.1% of voting shares
Institutional Holdings189
Rows:
APOLLO GLOBAL MGMT INC
SOLEShares2.80M
TypeSH
Market value$397.77M
7.59%
Sole
2.68M
Shared
0.00
None
126.73K
BLACKSTONE INC.
SOLEShares2.22M
TypeSH
Market value$331.51M
6.33%
Sole
2.13M
Shared
0.00
None
82.29K
MICROSOFT CORP
SOLEShares646.91K
TypeSH
Market value$321.78M
6.14%
Sole
634K
Shared
0.00
None
12.90K
ASHTEAD GROUP PLC
SOLEShares3.51M
TypeSH
Market value$224.93M
4.29%
Sole
3.42M
Shared
0.00
None
97.14K
GALLAGHER ARTHUR J
SOLEShares701.44K
TypeSH
Market value$224.55M
4.29%
Sole
679.14K
Shared
0.00
None
22.30K
ALPHABET INC CAP STK CL C
SOLEShares1.12M
TypeSH
Market value$198.25M
3.78%
Sole
1.09M
Shared
0.00
None
27.73K
SCHWAB CHARLES CP NEW COM
SOLEShares2.10M
TypeSH
Market value$191.98M
3.66%
Sole
2.04M
Shared
0.00
None
60.77K
CREDIT ACCEP CORP MICH COM
SOLEShares376.38K
TypeSH
Market value$191.74M
3.66%
Sole
365.71K
Shared
0.00
None
10.68K
FERGUSON ENTERPRISES INC.
SOLEShares861.88K
TypeSH
Market value$187.68M
3.58%
Sole
839.92K
Shared
0.00
None
21.96K
RADNET INC COM
SOLEShares3.26M
TypeSH
Market value$185.71M
3.54%
Sole
3.15M
Shared
0.00
None
113.70K
LABCORP HOLDINGS
SOLEShares614.03K
TypeSH
Market value$161.19M
3.08%
Sole
598.05K
Shared
0.00
None
15.99K
SOMNIGROUP INTERNATIONAL COM
SOLEShares2.34M
TypeSH
Market value$158.98M
3.03%
Sole
2.27M
Shared
0.00
None
65.95K
COSTAR GROUP INC.
SOLEShares1.73M
TypeSH
Market value$138.82M
2.65%
Sole
1.68M
Shared
0.00
None
44.66K
ZURN ELKAY WATER SOLUTIONS COR
SOLEShares3.71M
TypeSH
Market value$135.54M
2.59%
Sole
3.64M
Shared
0.00
None
66.13K
BLUE OWL CAPITAL INC COM CL A
SOLEShares6.78M
TypeSH
Market value$130.17M
2.48%
Sole
6.45M
Shared
0.00
None
321.75K
AMERICAN EXPRESS CO
SOLEShares403.45K
TypeSH
Market value$128.69M
2.46%
Sole
398.07K
Shared
0.00
None
5.38K
ROPER TECHNOLOGIES INC COM
SOLEShares226.44K
TypeSH
Market value$128.35M
2.45%
Sole
219.07K
Shared
0.00
None
7.37K
JPMORGAN CHASE & CO.
SOLEShares403.87K
TypeSH
Market value$117.08M
2.24%
Sole
396.14K
Shared
0.00
None
7.72K
ABBOTT LABS
SOLEShares846.40K
TypeSH
Market value$115.12M
2.20%
Sole
821.86K
Shared
0.00
None
24.54K
HILTON WORLDWIDE HOLDINGS INC
SOLEShares416.67K
TypeSH
Market value$110.98M
2.12%
Sole
407.38K
Shared
0.00
None
9.29K
FISERV INC
SOLEShares634.90K
TypeSH
Market value$109.46M
2.09%
Sole
620.47K
Shared
0.00
None
14.43K
WATERS CORPORATION
SOLEShares249.19K
TypeSH
Market value$86.98M
1.66%
Sole
241.41K
Shared
0.00
None
7.78K
ALPHABET INC CAP STK CL A
SOLEShares426.63K
TypeSH
Market value$75.19M
1.44%
Sole
421.21K
Shared
0.00
None
5.42K
JEFFERIES FINANCIAL GROUP
SOLEShares1.28M
TypeSH
Market value$70.19M
1.34%
Sole
1.25M
Shared
0.00
None
32.84K
MATADOR RES CO COM
SOLEShares1.41M
TypeSH
Market value$67.18M
1.28%
Sole
1.36M
Shared
0.00
None
51.92K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APOLLO GLOBAL MGMT INCSOLE | COM | 2.80M | SH | $397.77M 7.59% | 2.68M | 0.00 | 126.73K |
BLACKSTONE INC.SOLE | COM | 2.22M | SH | $331.51M 6.33% | 2.13M | 0.00 | 82.29K |
MICROSOFT CORPSOLE | COM | 646.91K | SH | $321.78M 6.14% | 634K | 0.00 | 12.90K |
ASHTEAD GROUP PLCSOLE | COM | 3.51M | SH | $224.93M 4.29% | 3.42M | 0.00 | 97.14K |
GALLAGHER ARTHUR JSOLE | COM | 701.44K | SH | $224.55M 4.29% | 679.14K | 0.00 | 22.30K |
ALPHABET INC CAP STK CL CSOLE | COM | 1.12M | SH | $198.25M 3.78% | 1.09M | 0.00 | 27.73K |
SCHWAB CHARLES CP NEW COMSOLE | COM | 2.10M | SH | $191.98M 3.66% | 2.04M | 0.00 | 60.77K |
CREDIT ACCEP CORP MICH COMSOLE | COM | 376.38K | SH | $191.74M 3.66% | 365.71K | 0.00 | 10.68K |
FERGUSON ENTERPRISES INC.SOLE | COM | 861.88K | SH | $187.68M 3.58% | 839.92K | 0.00 | 21.96K |
RADNET INC COMSOLE | COM | 3.26M | SH | $185.71M 3.54% | 3.15M | 0.00 | 113.70K |
LABCORP HOLDINGSSOLE | COM | 614.03K | SH | $161.19M 3.08% | 598.05K | 0.00 | 15.99K |
SOMNIGROUP INTERNATIONAL COMSOLE | COM | 2.34M | SH | $158.98M 3.03% | 2.27M | 0.00 | 65.95K |
COSTAR GROUP INC.SOLE | COM | 1.73M | SH | $138.82M 2.65% | 1.68M | 0.00 | 44.66K |
ZURN ELKAY WATER SOLUTIONS CORSOLE | COM | 3.71M | SH | $135.54M 2.59% | 3.64M | 0.00 | 66.13K |
BLUE OWL CAPITAL INC COM CL ASOLE | COM | 6.78M | SH | $130.17M 2.48% | 6.45M | 0.00 | 321.75K |
AMERICAN EXPRESS COSOLE | COM | 403.45K | SH | $128.69M 2.46% | 398.07K | 0.00 | 5.38K |
ROPER TECHNOLOGIES INC COMSOLE | COM | 226.44K | SH | $128.35M 2.45% | 219.07K | 0.00 | 7.37K |
JPMORGAN CHASE & CO.SOLE | COM | 403.87K | SH | $117.08M 2.24% | 396.14K | 0.00 | 7.72K |
ABBOTT LABSSOLE | COM | 846.40K | SH | $115.12M 2.20% | 821.86K | 0.00 | 24.54K |
HILTON WORLDWIDE HOLDINGS INCSOLE | COM | 416.67K | SH | $110.98M 2.12% | 407.38K | 0.00 | 9.29K |
FISERV INCSOLE | COM | 634.90K | SH | $109.46M 2.09% | 620.47K | 0.00 | 14.43K |
WATERS CORPORATIONSOLE | COM | 249.19K | SH | $86.98M 1.66% | 241.41K | 0.00 | 7.78K |
ALPHABET INC CAP STK CL ASOLE | COM | 426.63K | SH | $75.19M 1.44% | 421.21K | 0.00 | 5.42K |
JEFFERIES FINANCIAL GROUPSOLE | COM | 1.28M | SH | $70.19M 1.34% | 1.25M | 0.00 | 32.84K |
MATADOR RES CO COMSOLE | COM | 1.41M | SH | $67.18M 1.28% | 1.36M | 0.00 | 51.92K |
Page 1 of 8
…