Filed: 5/12/2026ACC: 0000010742-26-000005
📋 What this filing means
BECK MACK & OLIVER LLC filed this quarterly 13F‑HR report disclosing 195 equity positions with a total reported market value of $4.85B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
195
Positions
$4.85B
Total AUM (reported)
55.65M
Total Shares
Allocation by class
COM$4.83B99.7%
EMF$11.25M0.2%
MIUS$2.44M0.1%
MF$1.12M0.0%
IFUS$732.2K0.0%
PFD$355.1K0.0%
FIUS$222.7K0.0%
Portfolio Concentration
Top 3$832.02M17.2%
4–10$1.40B28.8%
11–25$1.56B32.2%
Rest$1.06B21.8%
Top 3 weight
17.2%
Top 10 weight
46.0%
Voting Authority Distribution
Total shares with voting rights: 55.65M
Sole
Full voting authority
53.37M
shares
% of voting shares95.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.28M
shares
% of voting shares4.1%
Investment Discretion (by position count)
Sole195
Shared0
Other0
Dominant voting typeSole · 95.9% of voting shares
Institutional Holdings195
Rows:
APOLLO GLOBAL MGMT INC
SOLEShares2.76M
TypeSH
Market value$308.07M
6.35%
Sole
2.62M
Shared
0.00
None
143.99K
ALPHABET INC CAP STK CL C
SOLEShares920.94K
TypeSH
Market value$264.18M
5.45%
Sole
885.65K
Shared
0.00
None
35.29K
BLACKSTONE INC.
SOLEShares2.26M
TypeSH
Market value$259.77M
5.36%
Sole
2.15M
Shared
0.00
None
105.51K
GALLAGHER ARTHUR J
SOLEShares1.06M
TypeSH
Market value$230.13M
4.75%
Sole
1.02M
Shared
0.00
None
43.11K
SUNBELT RENTALS HOLDING COMMON
SOLEShares3.38M
TypeSH
Market value$219.82M
4.53%
Sole
3.24M
Shared
0.00
None
136.62K
MICROSOFT CORP
SOLEShares556.34K
TypeSH
Market value$205.94M
4.25%
Sole
535.40K
Shared
0.00
None
20.94K
FERGUSON ENTERPRISES INC.
SOLEShares832.66K
TypeSH
Market value$194.23M
4.01%
Sole
797.86K
Shared
0.00
None
34.80K
SCHWAB CHARLES CP NEW COM
SOLEShares2.04M
TypeSH
Market value$192.04M
3.96%
Sole
1.95M
Shared
0.00
None
90.88K
SOMNIGROUP INTERNATIONAL COM
SOLEShares2.41M
TypeSH
Market value$178.11M
3.67%
Sole
2.31M
Shared
0.00
None
96.04K
RADNET INC COM
SOLEShares3.17M
TypeSH
Market value$176.96M
3.65%
Sole
3.02M
Shared
0.00
None
149.48K
LABCORP HOLDINGS
SOLEShares616.63K
TypeSH
Market value$164.52M
3.39%
Sole
594.89K
Shared
0.00
None
21.74K
ZURN ELKAY WATER SOLUTIONS COR
SOLEShares3.50M
TypeSH
Market value$156.85M
3.23%
Sole
3.39M
Shared
0.00
None
104.39K
CREDIT ACCEP CORP MICH COM
SOLEShares308.98K
TypeSH
Market value$130.84M
2.70%
Sole
295.86K
Shared
0.00
None
13.13K
WATERS CORPORATION
SOLEShares432.21K
TypeSH
Market value$128.71M
2.65%
Sole
414.56K
Shared
0.00
None
17.64K
AMERICAN EXPRESS CO
SOLEShares407.99K
TypeSH
Market value$123.41M
2.54%
Sole
390.37K
Shared
0.00
None
17.62K
HILTON WORLDWIDE HOLDINGS INC
SOLEShares394.55K
TypeSH
Market value$119.97M
2.47%
Sole
375.10K
Shared
0.00
None
19.44K
COSTAR GROUP INC.
SOLEShares2.93M
TypeSH
Market value$118.07M
2.43%
Sole
2.81M
Shared
0.00
None
114.68K
JPMORGAN CHASE & CO.
SOLEShares387.74K
TypeSH
Market value$114.06M
2.35%
Sole
365.81K
Shared
0.00
None
21.93K
ABBOTT LABS
SOLEShares935.43K
TypeSH
Market value$96.04M
1.98%
Sole
898.91K
Shared
0.00
None
36.52K
MATADOR RES CO COM
SOLEShares1.36M
TypeSH
Market value$85.83M
1.77%
Sole
1.29M
Shared
0.00
None
70.43K
GLOBALSTAR INC
SOLEShares1.12M
TypeSH
Market value$74.20M
1.53%
Sole
1.08M
Shared
0.00
None
39K
ALPHABET INC CAP STK CL A
SOLEShares242.59K
TypeSH
Market value$69.76M
1.44%
Sole
233.87K
Shared
0.00
None
8.72K
RUSH ENTERPRISES INC CL A
SOLEShares957.62K
TypeSH
Market value$63.31M
1.31%
Sole
933.41K
Shared
0.00
None
24.21K
ROPER TECHNOLOGIES INC COM
SOLEShares163.15K
TypeSH
Market value$57.73M
1.19%
Sole
157.16K
Shared
0.00
None
6K
WABTEC CORPORATION
SOLEShares229.16K
TypeSH
Market value$57.27M
1.18%
Sole
222.91K
Shared
0.00
None
6.25K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APOLLO GLOBAL MGMT INCSOLE | COM | 2.76M | SH | $308.07M 6.35% | 2.62M | 0.00 | 143.99K |
ALPHABET INC CAP STK CL CSOLE | COM | 920.94K | SH | $264.18M 5.45% | 885.65K | 0.00 | 35.29K |
BLACKSTONE INC.SOLE | COM | 2.26M | SH | $259.77M 5.36% | 2.15M | 0.00 | 105.51K |
GALLAGHER ARTHUR JSOLE | COM | 1.06M | SH | $230.13M 4.75% | 1.02M | 0.00 | 43.11K |
SUNBELT RENTALS HOLDING COMMONSOLE | COM | 3.38M | SH | $219.82M 4.53% | 3.24M | 0.00 | 136.62K |
MICROSOFT CORPSOLE | COM | 556.34K | SH | $205.94M 4.25% | 535.40K | 0.00 | 20.94K |
FERGUSON ENTERPRISES INC.SOLE | COM | 832.66K | SH | $194.23M 4.01% | 797.86K | 0.00 | 34.80K |
SCHWAB CHARLES CP NEW COMSOLE | COM | 2.04M | SH | $192.04M 3.96% | 1.95M | 0.00 | 90.88K |
SOMNIGROUP INTERNATIONAL COMSOLE | COM | 2.41M | SH | $178.11M 3.67% | 2.31M | 0.00 | 96.04K |
RADNET INC COMSOLE | COM | 3.17M | SH | $176.96M 3.65% | 3.02M | 0.00 | 149.48K |
LABCORP HOLDINGSSOLE | COM | 616.63K | SH | $164.52M 3.39% | 594.89K | 0.00 | 21.74K |
ZURN ELKAY WATER SOLUTIONS CORSOLE | COM | 3.50M | SH | $156.85M 3.23% | 3.39M | 0.00 | 104.39K |
CREDIT ACCEP CORP MICH COMSOLE | COM | 308.98K | SH | $130.84M 2.70% | 295.86K | 0.00 | 13.13K |
WATERS CORPORATIONSOLE | COM | 432.21K | SH | $128.71M 2.65% | 414.56K | 0.00 | 17.64K |
AMERICAN EXPRESS COSOLE | COM | 407.99K | SH | $123.41M 2.54% | 390.37K | 0.00 | 17.62K |
HILTON WORLDWIDE HOLDINGS INCSOLE | COM | 394.55K | SH | $119.97M 2.47% | 375.10K | 0.00 | 19.44K |
COSTAR GROUP INC.SOLE | COM | 2.93M | SH | $118.07M 2.43% | 2.81M | 0.00 | 114.68K |
JPMORGAN CHASE & CO.SOLE | COM | 387.74K | SH | $114.06M 2.35% | 365.81K | 0.00 | 21.93K |
ABBOTT LABSSOLE | COM | 935.43K | SH | $96.04M 1.98% | 898.91K | 0.00 | 36.52K |
MATADOR RES CO COMSOLE | COM | 1.36M | SH | $85.83M 1.77% | 1.29M | 0.00 | 70.43K |
GLOBALSTAR INCSOLE | COM | 1.12M | SH | $74.20M 1.53% | 1.08M | 0.00 | 39K |
ALPHABET INC CAP STK CL ASOLE | COM | 242.59K | SH | $69.76M 1.44% | 233.87K | 0.00 | 8.72K |
RUSH ENTERPRISES INC CL ASOLE | COM | 957.62K | SH | $63.31M 1.31% | 933.41K | 0.00 | 24.21K |
ROPER TECHNOLOGIES INC COMSOLE | COM | 163.15K | SH | $57.73M 1.19% | 157.16K | 0.00 | 6K |
WABTEC CORPORATIONSOLE | COM | 229.16K | SH | $57.27M 1.18% | 222.91K | 0.00 | 6.25K |
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