BECK MACK & OLIVER LLC

PrivateCIK: 10742

Location

NEW YORK, NY

201

Positions

$5.13B

Total AUM (reported)

54.42M

Total Shares

Allocation by class

COM$5.12B99.8%

ETF$12.45M0.2%

PFD$361.9K0.0%

Portfolio Concentration

Top 3$865.24M16.9%

4–10$1.45B28.3%

11–25$1.66B32.4%

Rest$1.15B22.4%

Top 3 weight

16.9%

Top 10 weight

45.2%

Voting Authority Distribution

Total shares with voting rights: 54.42M

Sole

Full voting authority

52.48M

% of voting shares96.4%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.95M

% of voting shares3.6%

Investment Discretion (by position count)

Sole201

Shared0

Other0

Dominant voting typeSole · 96.4% of voting shares

Institutional Holdings201

Rows:

APOLLO GLOBAL MGMT INC

SOLE

COM

Shares2.69M

TypeSH

Market value$318.70M

6.21%

Sole

2.57M

Shared

0.00

None

122.03K

ALPHABET INC CAP STK CL C

SOLE

COM

Shares804.13K

TypeSH

Market value$284.12M

5.54%

Sole

773.89K

Shared

0.00

None

30.23K

BLACKSTONE INC.

SOLE

COM

Shares2.23M

TypeSH

Market value$262.41M

5.12%

Sole

2.14M

Shared

0.00

None

92.28K

GALLAGHER ARTHUR J

SOLE

COM

Shares1.06M

TypeSH

Market value$243.78M

4.75%

Sole

1.03M

Shared

0.00

None

36.65K

SUNBELT RENTALS HOLDING COMMON

SOLE

COM

Shares3.17M

TypeSH

Market value$237.05M

4.62%

Sole

3.06M

Shared

0.00

None

109.95K

MICROSOFT CORP

SOLE

COM

Shares545.93K

TypeSH

Market value$203.64M

3.97%

Sole

527.94K

Shared

0.00

None

17.99K

RADNET INC COM

SOLE

COM

Shares3.16M

TypeSH

Market value$195.10M

3.80%

Sole

3.04M

Shared

0.00

None

127.16K

CREDIT ACCEP CORP MICH COM

SOLE

COM

Shares305.98K

TypeSH

Market value$194.83M

3.80%

Sole

294.86K

Shared

0.00

None

11.13K

SOMNIGROUP INTERNATIONAL COM

SOLE

COM

Shares2.47M

TypeSH

Market value$193.53M

3.77%

Sole

2.38M

Shared

0.00

None

84.93K

SCHWAB CHARLES CP NEW COM

SOLE

COM

Shares2.02M

TypeSH

Market value$186.09M

3.63%

Sole

1.94M

Shared

0.00

None

75.11K

FERGUSON ENTERPRISES INC.

SOLE

COM

Shares777.85K

TypeSH

Market value$184.61M

3.60%

Sole

748.63K

Shared

0.00

None

29.21K

ZURN ELKAY WATER SOLUTIONS COR

SOLE

COM

Shares3.43M

TypeSH

Market value$173.39M

3.38%

Sole

3.34M

Shared

0.00

None

90.36K

LABCORP HOLDINGS

SOLE

COM

Shares605.24K

TypeSH

Market value$169.47M

3.30%

Sole

586.49K

Shared

0.00

None

18.75K

WATERS CORPORATION

SOLE

COM

Shares434.15K

TypeSH

Market value$162.82M

3.17%

Sole

418.96K

Shared

0.00

None

15.19K

AMERICAN EXPRESS CO

SOLE

COM

Shares403.80K

TypeSH

Market value$136.59M

2.66%

Sole

391.10K

Shared

0.00

None

12.70K

JPMORGAN CHASE & CO.

SOLE

COM

Shares374.88K

TypeSH

Market value$122.71M

2.39%

Sole

359.68K

Shared

0.00

None

15.20K

HILTON WORLDWIDE HOLDINGS INC

SOLE

COM

Shares360.38K

TypeSH

Market value$119.09M

2.32%

Sole

345.75K

Shared

0.00

None

14.62K

ABBOTT LABS

SOLE

COM

Shares1.12M

TypeSH

Market value$101.95M

1.99%

Sole

1.08M

Shared

0.00

None

41.81K

GLOBALSTAR INC

SOLE

COM

Shares1.10M

TypeSH

Market value$89.77M

1.75%

Sole

1.07M

Shared

0.00

None

37.20K

ALPHABET INC CAP STK CL A

SOLE

COM

Shares223.07K

TypeSH

Market value$79.72M

1.55%

Sole

217.73K

Shared

0.00

None

5.34K

RUSH ENTERPRISES INC CL A

SOLE

COM

Shares930.27K

TypeSH

Market value$67.90M

1.32%

Sole

906.67K

Shared

0.00

None

23.60K

MATADOR RES CO COM

SOLE

COM

Shares1.36M

TypeSH

Market value$67.61M

1.32%

Sole

1.30M

Shared

0.00

None

59.35K

WABTEC CORPORATION

SOLE

COM

Shares229.48K

TypeSH

Market value$61.87M

1.21%

Sole

223.23K

Shared

0.00

None

6.25K

JEFFERIES FINANCIAL GROUP

SOLE

COM

Shares1.22M

TypeSH

Market value$61.08M

1.19%

Sole

1.19M

Shared

0.00

None

32.84K

QUALCOMM INC COM

SOLE

COM

Shares328.77K

TypeSH

Market value$60.75M

1.18%

Sole

317.98K

Shared

0.00

None

10.80K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
APOLLO GLOBAL MGMT INCSOLE	COM	2.69M	SH	$318.70M 6.21%	2.57M	122.03K
ALPHABET INC CAP STK CL CSOLE	COM	804.13K	SH	$284.12M 5.54%	773.89K	30.23K
BLACKSTONE INC.SOLE	COM	2.23M	SH	$262.41M 5.12%	2.14M	92.28K
GALLAGHER ARTHUR JSOLE	COM	1.06M	SH	$243.78M 4.75%	1.03M	36.65K
SUNBELT RENTALS HOLDING COMMONSOLE	COM	3.17M	SH	$237.05M 4.62%	3.06M	109.95K
MICROSOFT CORPSOLE	COM	545.93K	SH	$203.64M 3.97%	527.94K	17.99K
RADNET INC COMSOLE	COM	3.16M	SH	$195.10M 3.80%	3.04M	127.16K
CREDIT ACCEP CORP MICH COMSOLE	COM	305.98K	SH	$194.83M 3.80%	294.86K	11.13K
SOMNIGROUP INTERNATIONAL COMSOLE	COM	2.47M	SH	$193.53M 3.77%	2.38M	84.93K
SCHWAB CHARLES CP NEW COMSOLE	COM	2.02M	SH	$186.09M 3.63%	1.94M	75.11K
FERGUSON ENTERPRISES INC.SOLE	COM	777.85K	SH	$184.61M 3.60%	748.63K	29.21K
ZURN ELKAY WATER SOLUTIONS CORSOLE	COM	3.43M	SH	$173.39M 3.38%	3.34M	90.36K
LABCORP HOLDINGSSOLE	COM	605.24K	SH	$169.47M 3.30%	586.49K	18.75K
WATERS CORPORATIONSOLE	COM	434.15K	SH	$162.82M 3.17%	418.96K	15.19K
AMERICAN EXPRESS COSOLE	COM	403.80K	SH	$136.59M 2.66%	391.10K	12.70K
JPMORGAN CHASE & CO.SOLE	COM	374.88K	SH	$122.71M 2.39%	359.68K	15.20K
HILTON WORLDWIDE HOLDINGS INCSOLE	COM	360.38K	SH	$119.09M 2.32%	345.75K	14.62K
ABBOTT LABSSOLE	COM	1.12M	SH	$101.95M 1.99%	1.08M	41.81K
GLOBALSTAR INCSOLE	COM	1.10M	SH	$89.77M 1.75%	1.07M	37.20K
ALPHABET INC CAP STK CL ASOLE	COM	223.07K	SH	$79.72M 1.55%	217.73K	5.34K
RUSH ENTERPRISES INC CL ASOLE	COM	930.27K	SH	$67.90M 1.32%	906.67K	23.60K
MATADOR RES CO COMSOLE	COM	1.36M	SH	$67.61M 1.32%	1.30M	59.35K
WABTEC CORPORATIONSOLE	COM	229.48K	SH	$61.87M 1.21%	223.23K	6.25K
JEFFERIES FINANCIAL GROUPSOLE	COM	1.22M	SH	$61.08M 1.19%	1.19M	32.84K
QUALCOMM INC COMSOLE	COM	328.77K	SH	$60.75M 1.18%	317.98K	10.80K

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