Filed: 2/12/2026ACC: 0000010742-26-000002
📋 What this filing means
BECK MACK & OLIVER LLC filed this quarterly 13F‑HR report disclosing 194 equity positions with a total reported market value of $5.51B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
194
Positions
$5.51B
Total AUM (reported)
59.23M
Total Shares
Allocation by class
COM$5.49B99.7%
EMF$11.24M0.2%
MIUS$2.52M0.0%
PFD$2.19M0.0%
MF$860.5K0.0%
IFUS$694.1K0.0%
FIUS$225.7K0.0%
Portfolio Concentration
Top 3$1.04B19.0%
4–10$1.57B28.6%
11–25$1.78B32.3%
Rest$1.11B20.1%
Top 3 weight
19.0%
Top 10 weight
47.5%
Voting Authority Distribution
Total shares with voting rights: 59.23M
Sole
Full voting authority
57.47M
shares
% of voting shares97.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.76M
shares
% of voting shares3.0%
Investment Discretion (by position count)
Sole194
Shared0
Other0
Dominant voting typeSole · 97.0% of voting shares
Institutional Holdings194
Rows:
APOLLO GLOBAL MGMT INC
SOLEShares2.76M
TypeSH
Market value$400.20M
7.27%
Sole
2.64M
Shared
0.00
None
120.91K
BLACKSTONE INC.
SOLEShares2.15M
TypeSH
Market value$331.31M
6.02%
Sole
2.07M
Shared
0.00
None
78.44K
ALPHABET INC CAP STK CL C
SOLEShares998.82K
TypeSH
Market value$313.43M
5.69%
Sole
970.82K
Shared
0.00
None
28K
MICROSOFT CORP
SOLEShares567.58K
TypeSH
Market value$274.49M
4.99%
Sole
554.36K
Shared
0.00
None
13.22K
ASHTEAD GROUP PLC SHS
SOLEShares3.48M
TypeSH
Market value$238.25M
4.33%
Sole
3.38M
Shared
0.00
None
98.29K
RADNET INC COM
SOLEShares3.23M
TypeSH
Market value$230.56M
4.19%
Sole
3.11M
Shared
0.00
None
121.08K
GALLAGHER ARTHUR J
SOLEShares879.06K
TypeSH
Market value$227.49M
4.13%
Sole
848.14K
Shared
0.00
None
30.92K
SOMNIGROUP INTERNATIONAL COM
SOLEShares2.32M
TypeSH
Market value$207.45M
3.77%
Sole
2.26M
Shared
0.00
None
61.94K
SCHWAB CHARLES CP NEW COM
SOLEShares2.06M
TypeSH
Market value$206.30M
3.75%
Sole
2M
Shared
0.00
None
64.39K
FERGUSON ENTERPRISES INC.
SOLEShares843.48K
TypeSH
Market value$187.78M
3.41%
Sole
820.26K
Shared
0.00
None
23.22K
ZURN ELKAY WATER SOLUTIONS COR
SOLEShares3.59M
TypeSH
Market value$166.71M
3.03%
Sole
3.51M
Shared
0.00
None
73.43K
LABCORP HOLDINGS
SOLEShares627.04K
TypeSH
Market value$157.31M
2.86%
Sole
609.20K
Shared
0.00
None
17.84K
AMERICAN EXPRESS CO
SOLEShares409.51K
TypeSH
Market value$151.50M
2.75%
Sole
403.49K
Shared
0.00
None
6.02K
COSTAR GROUP INC.
SOLEShares2.22M
TypeSH
Market value$149.60M
2.72%
Sole
2.16M
Shared
0.00
None
67.16K
WATERS CORPORATION
SOLEShares390.65K
TypeSH
Market value$148.38M
2.69%
Sole
378.39K
Shared
0.00
None
12.27K
CREDIT ACCEP CORP MICH COM
SOLEShares310.35K
TypeSH
Market value$137.63M
2.50%
Sole
300.36K
Shared
0.00
None
9.98K
JPMORGAN CHASE & CO.
SOLEShares396.97K
TypeSH
Market value$127.91M
2.32%
Sole
388.15K
Shared
0.00
None
8.83K
HILTON WORLDWIDE HOLDINGS INC
SOLEShares410.55K
TypeSH
Market value$117.93M
2.14%
Sole
400.70K
Shared
0.00
None
9.85K
BLUE OWL CAPITAL INC COM CL A
SOLEShares7.77M
TypeSH
Market value$116.04M
2.11%
Sole
7.46M
Shared
0.00
None
303.85K
ABBOTT LABS
SOLEShares874.73K
TypeSH
Market value$109.59M
1.99%
Sole
847.53K
Shared
0.00
None
27.20K
ROPER TECHNOLOGIES INC COM
SOLEShares231.09K
TypeSH
Market value$102.87M
1.87%
Sole
223.33K
Shared
0.00
None
7.76K
ALPHABET INC CAP STK CL A
SOLEShares281.12K
TypeSH
Market value$87.99M
1.60%
Sole
277.41K
Shared
0.00
None
3.71K
JEFFERIES FINANCIAL GROUP
SOLEShares1.23M
TypeSH
Market value$76.37M
1.39%
Sole
1.20M
Shared
0.00
None
33.24K
GLOBALSTAR INC
SOLEShares1.14M
TypeSH
Market value$69.53M
1.26%
Sole
1.10M
Shared
0.00
None
41.53K
MATADOR RES CO COM
SOLEShares1.43M
TypeSH
Market value$60.79M
1.10%
Sole
1.38M
Shared
0.00
None
48.03K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APOLLO GLOBAL MGMT INCSOLE | COM | 2.76M | SH | $400.20M 7.27% | 2.64M | 0.00 | 120.91K |
BLACKSTONE INC.SOLE | COM | 2.15M | SH | $331.31M 6.02% | 2.07M | 0.00 | 78.44K |
ALPHABET INC CAP STK CL CSOLE | COM | 998.82K | SH | $313.43M 5.69% | 970.82K | 0.00 | 28K |
MICROSOFT CORPSOLE | COM | 567.58K | SH | $274.49M 4.99% | 554.36K | 0.00 | 13.22K |
ASHTEAD GROUP PLC SHSSOLE | COM | 3.48M | SH | $238.25M 4.33% | 3.38M | 0.00 | 98.29K |
RADNET INC COMSOLE | COM | 3.23M | SH | $230.56M 4.19% | 3.11M | 0.00 | 121.08K |
GALLAGHER ARTHUR JSOLE | COM | 879.06K | SH | $227.49M 4.13% | 848.14K | 0.00 | 30.92K |
SOMNIGROUP INTERNATIONAL COMSOLE | COM | 2.32M | SH | $207.45M 3.77% | 2.26M | 0.00 | 61.94K |
SCHWAB CHARLES CP NEW COMSOLE | COM | 2.06M | SH | $206.30M 3.75% | 2M | 0.00 | 64.39K |
FERGUSON ENTERPRISES INC.SOLE | COM | 843.48K | SH | $187.78M 3.41% | 820.26K | 0.00 | 23.22K |
ZURN ELKAY WATER SOLUTIONS CORSOLE | COM | 3.59M | SH | $166.71M 3.03% | 3.51M | 0.00 | 73.43K |
LABCORP HOLDINGSSOLE | COM | 627.04K | SH | $157.31M 2.86% | 609.20K | 0.00 | 17.84K |
AMERICAN EXPRESS COSOLE | COM | 409.51K | SH | $151.50M 2.75% | 403.49K | 0.00 | 6.02K |
COSTAR GROUP INC.SOLE | COM | 2.22M | SH | $149.60M 2.72% | 2.16M | 0.00 | 67.16K |
WATERS CORPORATIONSOLE | COM | 390.65K | SH | $148.38M 2.69% | 378.39K | 0.00 | 12.27K |
CREDIT ACCEP CORP MICH COMSOLE | COM | 310.35K | SH | $137.63M 2.50% | 300.36K | 0.00 | 9.98K |
JPMORGAN CHASE & CO.SOLE | COM | 396.97K | SH | $127.91M 2.32% | 388.15K | 0.00 | 8.83K |
HILTON WORLDWIDE HOLDINGS INCSOLE | COM | 410.55K | SH | $117.93M 2.14% | 400.70K | 0.00 | 9.85K |
BLUE OWL CAPITAL INC COM CL ASOLE | COM | 7.77M | SH | $116.04M 2.11% | 7.46M | 0.00 | 303.85K |
ABBOTT LABSSOLE | COM | 874.73K | SH | $109.59M 1.99% | 847.53K | 0.00 | 27.20K |
ROPER TECHNOLOGIES INC COMSOLE | COM | 231.09K | SH | $102.87M 1.87% | 223.33K | 0.00 | 7.76K |
ALPHABET INC CAP STK CL ASOLE | COM | 281.12K | SH | $87.99M 1.60% | 277.41K | 0.00 | 3.71K |
JEFFERIES FINANCIAL GROUPSOLE | COM | 1.23M | SH | $76.37M 1.39% | 1.20M | 0.00 | 33.24K |
GLOBALSTAR INCSOLE | COM | 1.14M | SH | $69.53M 1.26% | 1.10M | 0.00 | 41.53K |
MATADOR RES CO COMSOLE | COM | 1.43M | SH | $60.79M 1.10% | 1.38M | 0.00 | 48.03K |
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