BECK MACK & OLIVER LLC

PrivateCIK: 10742
Location

NEW YORK, NY

πŸ“‹ 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 $5.50B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

187
Positions
$5.50B
Total AUM (reported)
60.52M
Total Shares

Allocation by class

TOTAL AUM$5.50B187 positions
COM$5.49B99.8%
EMF$10.71M0.2%
PFD$675.5K0.0%
IFUS$559.5K0.0%
MF$484.4K0.0%

Portfolio Concentration

Top 318.8%4–1028.3%11–2533.2%Rest19.7%TOP 1047.1%0%100%
Top 3$1.03B18.8%
4–10$1.55B28.3%
11–25$1.83B33.2%
Rest$1.09B19.7%

Top 3 weight

18.8%

Top 10 weight

47.1%

Voting Authority Distribution

Total shares with voting rights: 60.52M

Sole

Full voting authority

58.82M

shares

% of voting shares97.2%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

1.71M

shares

% of voting shares2.8%

Investment Discretion (by position count)

Sole187
Shared0
Other0
Dominant voting typeSole Β· 97.2% of voting shares
Institutional Holdings187
Rows:

BLACKSTONE INC.

SOLE
COM
Shares2.15M
TypeSH
Market value$368.04M
6.69%
Sole
2.08M
Shared
0.00
None
76.77K

APOLLO GLOBAL MGMT INC

SOLE
COM
Shares2.76M
TypeSH
Market value$367.49M
6.68%
Sole
2.64M
Shared
0.00
None
122.43K

MICROSOFT CORP

SOLE
COM
Shares574.73K
TypeSH
Market value$297.68M
5.41%
Sole
562.91K
Shared
0.00
None
11.83K

ALPHABET INC CAP STK CL C

SOLE
COM
Shares1.07M
TypeSH
Market value$261.18M
4.75%
Sole
1.05M
Shared
0.00
None
26.52K

RADNET INC COM

SOLE
COM
Shares3.28M
TypeSH
Market value$249.72M
4.54%
Sole
3.16M
Shared
0.00
None
113.18K

ASHTEAD GROUP PLC SHS

SOLE
COM
Shares3.48M
TypeSH
Market value$232.28M
4.22%
Sole
3.38M
Shared
0.00
None
95.37K

GALLAGHER ARTHUR J

SOLE
COM
Shares734.08K
TypeSH
Market value$227.37M
4.14%
Sole
709.96K
Shared
0.00
None
24.12K

SCHWAB CHARLES CP NEW COM

SOLE
COM
Shares2.06M
TypeSH
Market value$197.02M
3.58%
Sole
2M
Shared
0.00
None
59.65K

SOMNIGROUP INTERNATIONAL COM

SOLE
COM
Shares2.32M
TypeSH
Market value$195.92M
3.56%
Sole
2.26M
Shared
0.00
None
58.76K

FERGUSON ENTERPRISES INC.

SOLE
COM
Shares848.52K
TypeSH
Market value$190.56M
3.47%
Sole
827.58K
Shared
0.00
None
20.94K

LABCORP HOLDINGS

SOLE
COM
Shares610.85K
TypeSH
Market value$175.35M
3.19%
Sole
595.06K
Shared
0.00
None
15.79K

ZURN ELKAY WATER SOLUTIONS COR

SOLE
COM
Shares3.65M
TypeSH
Market value$171.80M
3.12%
Sole
3.59M
Shared
0.00
None
65.60K

CREDIT ACCEP CORP MICH COM

SOLE
COM
Shares337.16K
TypeSH
Market value$157.43M
2.86%
Sole
326.63K
Shared
0.00
None
10.53K

COSTAR GROUP INC.

SOLE
COM
Shares1.72M
TypeSH
Market value$145.41M
2.64%
Sole
1.68M
Shared
0.00
None
45.07K

AMERICAN EXPRESS CO

SOLE
COM
Shares401.05K
TypeSH
Market value$133.21M
2.42%
Sole
395.91K
Shared
0.00
None
5.13K

JPMORGAN CHASE & CO.

SOLE
COM
Shares398.27K
TypeSH
Market value$125.63M
2.28%
Sole
390.42K
Shared
0.00
None
7.84K

WATERS CORPORATION

SOLE
COM
Shares395.03K
TypeSH
Market value$118.43M
2.15%
Sole
383.02K
Shared
0.00
None
12.01K

BLUE OWL CAPITAL INC COM CL A

SOLE
COM
Shares6.86M
TypeSH
Market value$116.08M
2.11%
Sole
6.57M
Shared
0.00
None
283.15K

ABBOTT LABS

SOLE
COM
Shares864.17K
TypeSH
Market value$115.75M
2.11%
Sole
839.46K
Shared
0.00
None
24.71K

ROPER TECHNOLOGIES INC COM

SOLE
COM
Shares230.86K
TypeSH
Market value$115.13M
2.09%
Sole
223.52K
Shared
0.00
None
7.34K

FISERV INC

SOLE
COM
Shares854.23K
TypeSH
Market value$110.14M
2.00%
Sole
831.68K
Shared
0.00
None
22.55K

HILTON WORLDWIDE HOLDINGS INC

SOLE
COM
Shares410.39K
TypeSH
Market value$106.47M
1.94%
Sole
401.38K
Shared
0.00
None
9.01K

ALPHABET INC CAP STK CL A

SOLE
COM
Shares365.69K
TypeSH
Market value$88.90M
1.62%
Sole
361.50K
Shared
0.00
None
4.19K

JEFFERIES FINANCIAL GROUP

SOLE
COM
Shares1.27M
TypeSH
Market value$82.91M
1.51%
Sole
1.23M
Shared
0.00
None
32.84K

MATADOR RES CO COM

SOLE
COM
Shares1.40M
TypeSH
Market value$63.09M
1.15%
Sole
1.36M
Shared
0.00
None
47.92K
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BECK MACK & OLIVER LLC 13F Holdings β€” 187 Positions | Finecho