BECK MACK & OLIVER LLC

PrivateCIK: 10742

Location

NEW YORK, NY

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

% of voting shares95.9%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

2.28M

% 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

SOLE

COM

Shares2.76M

TypeSH

Market value$308.07M

6.35%

Sole

2.62M

Shared

0.00

None

143.99K

ALPHABET INC CAP STK CL C

SOLE

COM

Shares920.94K

TypeSH

Market value$264.18M

5.45%

Sole

885.65K

Shared

0.00

None

35.29K

BLACKSTONE INC.

SOLE

COM

Shares2.26M

TypeSH

Market value$259.77M

5.36%

Sole

2.15M

Shared

0.00

None

105.51K

GALLAGHER ARTHUR J

SOLE

COM

Shares1.06M

TypeSH

Market value$230.13M

4.75%

Sole

1.02M

Shared

0.00

None

43.11K

SUNBELT RENTALS HOLDING COMMON

SOLE

COM

Shares3.38M

TypeSH

Market value$219.82M

4.53%

Sole

3.24M

Shared

0.00

None

136.62K

MICROSOFT CORP

SOLE

COM

Shares556.34K

TypeSH

Market value$205.94M

4.25%

Sole

535.40K

Shared

0.00

None

20.94K

FERGUSON ENTERPRISES INC.

SOLE

COM

Shares832.66K

TypeSH

Market value$194.23M

4.01%

Sole

797.86K

Shared

0.00

None

34.80K

SCHWAB CHARLES CP NEW COM

SOLE

COM

Shares2.04M

TypeSH

Market value$192.04M

3.96%

Sole

1.95M

Shared

0.00

None

90.88K

SOMNIGROUP INTERNATIONAL COM

SOLE

COM

Shares2.41M

TypeSH

Market value$178.11M

3.67%

Sole

2.31M

Shared

0.00

None

96.04K

RADNET INC COM

SOLE

COM

Shares3.17M

TypeSH

Market value$176.96M

3.65%

Sole

3.02M

Shared

0.00

None

149.48K

LABCORP HOLDINGS

SOLE

COM

Shares616.63K

TypeSH

Market value$164.52M

3.39%

Sole

594.89K

Shared

0.00

None

21.74K

ZURN ELKAY WATER SOLUTIONS COR

SOLE

COM

Shares3.50M

TypeSH

Market value$156.85M

3.23%

Sole

3.39M

Shared

0.00

None

104.39K

CREDIT ACCEP CORP MICH COM

SOLE

COM

Shares308.98K

TypeSH

Market value$130.84M

2.70%

Sole

295.86K

Shared

0.00

None

13.13K

WATERS CORPORATION

SOLE

COM

Shares432.21K

TypeSH

Market value$128.71M

2.65%

Sole

414.56K

Shared

0.00

None

17.64K

AMERICAN EXPRESS CO

SOLE

COM

Shares407.99K

TypeSH

Market value$123.41M

2.54%

Sole

390.37K

Shared

0.00

None

17.62K

HILTON WORLDWIDE HOLDINGS INC

SOLE

COM

Shares394.55K

TypeSH

Market value$119.97M

2.47%

Sole

375.10K

Shared

0.00

None

19.44K

COSTAR GROUP INC.

SOLE

COM

Shares2.93M

TypeSH

Market value$118.07M

2.43%

Sole

2.81M

Shared

0.00

None

114.68K

JPMORGAN CHASE & CO.

SOLE

COM

Shares387.74K

TypeSH

Market value$114.06M

2.35%

Sole

365.81K

Shared

0.00

None

21.93K

ABBOTT LABS

SOLE

COM

Shares935.43K

TypeSH

Market value$96.04M

1.98%

Sole

898.91K

Shared

0.00

None

36.52K

MATADOR RES CO COM

SOLE

COM

Shares1.36M

TypeSH

Market value$85.83M

1.77%

Sole

1.29M

Shared

0.00

None

70.43K

GLOBALSTAR INC

SOLE

COM

Shares1.12M

TypeSH

Market value$74.20M

1.53%

Sole

1.08M

Shared

0.00

None

39K

ALPHABET INC CAP STK CL A

SOLE

COM

Shares242.59K

TypeSH

Market value$69.76M

1.44%

Sole

233.87K

Shared

0.00

None

8.72K

RUSH ENTERPRISES INC CL A

SOLE

COM

Shares957.62K

TypeSH

Market value$63.31M

1.31%

Sole

933.41K

Shared

0.00

None

24.21K

ROPER TECHNOLOGIES INC COM

SOLE

COM

Shares163.15K

TypeSH

Market value$57.73M

1.19%

Sole

157.16K

Shared

0.00

None

WABTEC CORPORATION

SOLE

COM

Shares229.16K

TypeSH

Market value$57.27M

1.18%

Sole

222.91K

Shared

0.00

None

6.25K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
APOLLO GLOBAL MGMT INCSOLE	COM	2.76M	SH	$308.07M 6.35%	2.62M	143.99K
ALPHABET INC CAP STK CL CSOLE	COM	920.94K	SH	$264.18M 5.45%	885.65K	35.29K
BLACKSTONE INC.SOLE	COM	2.26M	SH	$259.77M 5.36%	2.15M	105.51K
GALLAGHER ARTHUR JSOLE	COM	1.06M	SH	$230.13M 4.75%	1.02M	43.11K
SUNBELT RENTALS HOLDING COMMONSOLE	COM	3.38M	SH	$219.82M 4.53%	3.24M	136.62K
MICROSOFT CORPSOLE	COM	556.34K	SH	$205.94M 4.25%	535.40K	20.94K
FERGUSON ENTERPRISES INC.SOLE	COM	832.66K	SH	$194.23M 4.01%	797.86K	34.80K
SCHWAB CHARLES CP NEW COMSOLE	COM	2.04M	SH	$192.04M 3.96%	1.95M	90.88K
SOMNIGROUP INTERNATIONAL COMSOLE	COM	2.41M	SH	$178.11M 3.67%	2.31M	96.04K
RADNET INC COMSOLE	COM	3.17M	SH	$176.96M 3.65%	3.02M	149.48K
LABCORP HOLDINGSSOLE	COM	616.63K	SH	$164.52M 3.39%	594.89K	21.74K
ZURN ELKAY WATER SOLUTIONS CORSOLE	COM	3.50M	SH	$156.85M 3.23%	3.39M	104.39K
CREDIT ACCEP CORP MICH COMSOLE	COM	308.98K	SH	$130.84M 2.70%	295.86K	13.13K
WATERS CORPORATIONSOLE	COM	432.21K	SH	$128.71M 2.65%	414.56K	17.64K
AMERICAN EXPRESS COSOLE	COM	407.99K	SH	$123.41M 2.54%	390.37K	17.62K
HILTON WORLDWIDE HOLDINGS INCSOLE	COM	394.55K	SH	$119.97M 2.47%	375.10K	19.44K
COSTAR GROUP INC.SOLE	COM	2.93M	SH	$118.07M 2.43%	2.81M	114.68K
JPMORGAN CHASE & CO.SOLE	COM	387.74K	SH	$114.06M 2.35%	365.81K	21.93K
ABBOTT LABSSOLE	COM	935.43K	SH	$96.04M 1.98%	898.91K	36.52K
MATADOR RES CO COMSOLE	COM	1.36M	SH	$85.83M 1.77%	1.29M	70.43K
GLOBALSTAR INCSOLE	COM	1.12M	SH	$74.20M 1.53%	1.08M	39K
ALPHABET INC CAP STK CL ASOLE	COM	242.59K	SH	$69.76M 1.44%	233.87K	8.72K
RUSH ENTERPRISES INC CL ASOLE	COM	957.62K	SH	$63.31M 1.31%	933.41K	24.21K
ROPER TECHNOLOGIES INC COMSOLE	COM	163.15K	SH	$57.73M 1.19%	157.16K	6K
WABTEC CORPORATIONSOLE	COM	229.16K	SH	$57.27M 1.18%	222.91K	6.25K

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