Beck Mack & Oliver LLC
Net seller this quarter
$5.13B
185
-$96.8M
45.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 APO | $319M | 6.21% | 0.47% | -2.6% | Q3 2018 |
 GOOG | $284M | 5.54% | Not reported | -12.7% | Q3 2018 |
 BX | $262M | 5.12% | 0.30% | -1.3% | Q3 2018 |
 AJG | $244M | 4.75% | 0.41% | -0.1% | Q3 2018 |
 SUNB | $237M | 4.62% | 0.77% | -6.2% | Q1 2026 |
 MSFT | $204M | 3.97% | 0.01% | -1.9% | Q3 2018 |
 RDNT | $195M | 3.80% | 4.02% | -0.1% | Q3 2018 |
 CACC | $195M | 3.80% | 2.95% | -1.0% | Q3 2018 |
 SGI | $194M | 3.77% | 1.17% | +2.5% | Q1 2025 |
 SCHW | $186M | 3.63% | 0.12% | -1.3% | Q3 2018 |
 FERG | $185M | 3.60% | 0.40% | -6.6% | Q2 2022 |
 ZWS | $173M | 3.38% | 2.07% | -1.9% | Q2 2022 |
 LH | $169M | 3.30% | 0.75% | -1.9% | Q2 2024 |
 WAT | $163M | 3.17% | 0.44% | +0.5% | Q3 2018 |
 AXP | $137M | 2.66% | 0.06% | -1.0% | Q3 2018 |
 JPM | $123M | 2.39% | 0.01% | -3.3% | Q3 2018 |
 HLT | $119M | 2.32% | 0.16% | -8.7% | Q1 2020 |
 ABT | $102M | 1.99% | 0.06% | +20.1% | Q3 2018 |
 GSAT | $89.8M | 1.75% | 0.87% | -1.1% | Q3 2018 |
| GOOGL | $79.7M | 1.55% | 0.00% | -8.1% | Q3 2018 |
 RUSHA | $67.9M | 1.32% | Not reported | -2.9% | Q2 2023 |
 MTDR | $67.6M | 1.32% | 1.10% | 0.0% | Q3 2018 |
 WAB | $61.9M | 1.21% | 0.14% | +0.1% | Q3 2018 |
 JEF | $61.1M | 1.19% | 0.60% | -0.1% | Q3 2018 |
 QCOM | $60.8M | 1.18% | 0.03% | -0.3% | Q3 2018 |
 CSGP | $59M | 1.15% | 0.51% | -28.8% | Q2 2022 |
 AMZN | $57.8M | 1.13% | 0.00% | +6.2% | Q3 2018 |
 ALC | $56.2M | 1.10% | 0.17% | +300.6% | Q4 2025 |
 ROP | $53.3M | 1.04% | 0.16% | -3.5% | Q3 2018 |
 JNJ | $52.6M | 1.03% | 0.01% | -3.3% | Q3 2018 |
 MA | $49.6M | 0.97% | 0.01% | +0.5% | Q3 2018 |
 BRK.B | $44.1M | 0.86% | Not reported | -1.2% | Q3 2018 |
 OWL | $42.2M | 0.82% | 70.12% | -8.2% | Q2 2022 |
 MKL | $38.8M | 0.76% | 0.16% | +1.4% | Q3 2018 |
 TEVA | $35.8M | 0.70% | 0.09% | +0.5% | Q3 2018 |
 BN | $34.8M | 0.68% | Not reported | +1.7% | Q4 2022 |
 AAPL | $33.7M | 0.66% | 0.00% | -0.1% | Q3 2018 |
 UNP | $33.2M | 0.65% | 0.02% | -3.6% | Q3 2018 |
 WMT | $32.7M | 0.64% | 0.00% | 0.0% | Q3 2018 |
 WMB | $31.2M | 0.61% | 0.03% | -0.9% | Q3 2018 |
 EPD | $30.3M | 0.59% | 0.04% | +0.9% | Q3 2018 |
 LOW | $26.5M | 0.52% | 0.02% | -1.6% | Q3 2018 |
 WBD | $25.7M | 0.50% | 0.04% | -20.4% | Q2 2022 |
 HUBB | $25.2M | 0.49% | 0.09% | -1.2% | Q3 2018 |
 ENB | $17.4M | 0.34% | 0.01% | -0.1% | Q3 2018 |
| DUK | $16M | 0.31% | 0.02% | +1.0% | Q3 2018 |
 ARES | $15.5M | 0.30% | 0.04% | +18.8% | Q4 2022 |
 SYY | $15.1M | 0.29% | 0.04% | +0.7% | Q3 2018 |
 FTRE | $14.5M | 0.28% | 0.88% | -11.9% | Q2 2023 |
 SDHC | $13M | 0.25% | Not reported | -1.8% | Q1 2024 |
| Q1 2026 | |||||
| APO | $308M | 6.35% | 0.48% | 0.0% | Q3 2018 |
| GOOG | $264M | 5.45% | Not reported | -7.8% | Q3 2018 |
| BX | $260M | 5.36% | 0.30% | +5.1% | Q3 2018 |
| AJG | $230M | 4.75% | 0.41% | +20.9% | Q3 2018 |
| SUNB | $220M | 4.53% | 0.82% | New | Q1 2026 |
| MSFT | $206M | 4.25% | 0.01% | -2.0% | Q3 2018 |
| FERG | $194M | 4.01% | 0.43% | -1.3% | Q2 2022 |
| SCHW | $192M | 3.96% | 0.12% | -1.0% | Q3 2018 |
| SGI | $178M | 3.67% | 1.15% | +3.7% | Q1 2025 |
| RDNT | $177M | 3.65% | 4.03% | -2.0% | Q3 2018 |
| LH | $165M | 3.39% | 0.75% | -1.7% | Q2 2024 |
| ZWS | $157M | 3.23% | 2.09% | -2.5% | Q2 2022 |
| CACC | $131M | 2.70% | 2.96% | -0.4% | Q3 2018 |
| WAT | $129M | 2.65% | 0.44% | +10.6% | Q3 2018 |
| AXP | $123M | 2.54% | 0.06% | -0.4% | Q3 2018 |
| HLT | $120M | 2.47% | 0.17% | -3.9% | Q1 2020 |
| CSGP | $118M | 2.43% | 0.70% | +31.6% | Q2 2022 |
| JPM | $114M | 2.35% | 0.01% | -2.3% | Q3 2018 |
| ABT | $96M | 1.98% | 0.05% | +6.9% | Q3 2018 |
| MTDR | $85.8M | 1.77% | 1.09% | -5.2% | Q3 2018 |
| GSAT | $74.2M | 1.53% | 0.88% | -1.9% | Q3 2018 |
| GOOGL | $69.8M | 1.44% | 0.00% | -13.7% | Q3 2018 |
| RUSHA | $63.3M | 1.31% | Not reported | -2.7% | Q2 2023 |
| ROP | $57.7M | 1.19% | 0.16% | -29.4% | Q3 2018 |
| WAB | $57.3M | 1.18% | 0.13% | -0.8% | Q3 2018 |
| JNJ | $52.3M | 1.08% | 0.01% | -2.5% | Q3 2018 |
| JEF | $50.5M | 1.04% | 0.60% | -0.8% | Q3 2018 |
| MA | $48M | 0.99% | 0.01% | +0.2% | Q3 2018 |
| OWL | $47.9M | 0.99% | 76.39% | -32.4% | Q2 2022 |
| AMZN | $47.6M | 0.98% | 0.00% | +10.1% | Q3 2018 |
| BRK.B | $42.7M | 0.88% | Not reported | -3.4% | Q3 2018 |
| QCOM | $42.5M | 0.88% | 0.03% | +1.1% | Q3 2018 |
| MKL | $37.5M | 0.77% | 0.16% | -9.2% | Q3 2018 |
| WMT | $35.9M | 0.74% | 0.00% | -1.4% | Q3 2018 |
| WBD | $33.2M | 0.68% | 0.05% | -35.4% | Q2 2022 |
| BN | $32.5M | 0.67% | Not reported | -4.5% | Q4 2022 |
| TEVA | $31.7M | 0.65% | 0.09% | -0.5% | Q3 2018 |
| EPD | $30.9M | 0.64% | 0.04% | +2.8% | Q3 2018 |
| WMB | $30.9M | 0.64% | 0.03% | -0.6% | Q3 2018 |
| UNP | $30.7M | 0.63% | 0.02% | -0.6% | Q3 2018 |
| AAPL | $29.6M | 0.61% | 0.00% | -0.8% | Q3 2018 |
| LOW | $28.8M | 0.59% | 0.02% | -12.2% | Q3 2018 |
| HUBB | $24M | 0.49% | 0.09% | -0.8% | Q3 2018 |
| ENB | $17.3M | 0.36% | 0.01% | -1.3% | Q3 2018 |
| DUK | $16.4M | 0.34% | 0.02% | 0.0% | Q3 2018 |
| ALC | $15.8M | 0.32% | 0.04% | +674.4% | Q4 2025 |
 NTR | $13.7M | 0.28% | 0.03% | -3.1% | Q3 2018 |
| ARES | $12.8M | 0.26% | 0.04% | +53.5% | Q4 2022 |
| SYY | $12.8M | 0.26% | 0.04% | -0.6% | Q3 2018 |
 PKE | $11.6M | 0.24% | 2.12% | -36.7% | Q3 2020 |
| Q4 2025 | |||||
| APO | $400M | 7.27% | 0.48% | +0.3% | Q3 2018 |
| BX | $331M | 6.02% | 0.29% | -0.2% | Q3 2018 |
| GOOG | $313M | 5.69% | Not reported | -6.9% | Q3 2018 |
| MSFT | $274M | 4.99% | 0.01% | -1.3% | Q3 2018 |
| RDNT | $231M | 4.19% | 4.18% | -1.4% | Q3 2018 |
| AJG | $227M | 4.13% | 0.34% | +19.8% | Q3 2018 |
| SGI | $207M | 3.77% | 1.11% | 0.0% | Q1 2025 |
| SCHW | $206M | 3.75% | 0.12% | +0.1% | Q3 2018 |
| FERG | $188M | 3.41% | 0.43% | -0.6% | Q2 2022 |
| ZWS | $167M | 3.03% | 2.15% | -1.8% | Q2 2022 |
| LH | $157M | 2.86% | 0.76% | +2.7% | Q2 2024 |
| AXP | $151M | 2.75% | 0.06% | +2.1% | Q3 2018 |
| CSGP | $150M | 2.72% | 0.53% | +29.1% | Q2 2022 |
| WAT | $148M | 2.69% | 0.66% | -1.1% | Q3 2018 |
| CACC | $138M | 2.50% | 2.91% | -8.0% | Q3 2018 |
| JPM | $128M | 2.32% | 0.01% | -0.3% | Q3 2018 |
| HLT | $118M | 2.14% | 0.18% | 0.0% | Q1 2020 |
| OWL | $116M | 2.11% | 112.97% | +13.3% | Q2 2022 |
| ABT | $110M | 1.99% | 0.05% | +1.2% | Q3 2018 |
| ROP | $103M | 1.87% | 0.22% | +0.1% | Q3 2018 |
| GOOGL | $88M | 1.60% | 0.00% | -23.1% | Q3 2018 |
| JEF | $76.4M | 1.39% | 0.60% | -2.8% | Q3 2018 |
| GSAT | $69.5M | 1.26% | 0.90% | -2.6% | Q3 2018 |
| MTDR | $60.8M | 1.10% | 1.15% | +2.0% | Q3 2018 |
| QCOM | $55.8M | 1.01% | 0.03% | -3.4% | Q3 2018 |
| MA | $54.7M | 0.99% | 0.01% | +0.6% | Q3 2018 |
| WBD | $53.9M | 0.98% | 0.08% | -8.0% | Q2 2022 |
| RUSHA | $53.1M | 0.96% | Not reported | +1.6% | Q2 2023 |
| WAB | $49.3M | 0.90% | 0.14% | -3.2% | Q3 2018 |
| AMZN | $47.9M | 0.87% | 0.00% | +14.5% | Q3 2018 |
| MKL | $46.4M | 0.84% | 0.17% | -7.5% | Q3 2018 |
| BRK.B | $46.3M | 0.84% | Not reported | -1.6% | Q3 2018 |
| JNJ | $45.5M | 0.83% | 0.01% | -0.6% | Q3 2018 |
| BN | $38.6M | 0.70% | Not reported | -0.1% | Q4 2022 |
| LOW | $33.5M | 0.61% | 0.02% | -1.7% | Q3 2018 |
| TEVA | $33M | 0.60% | 0.09% | -3.7% | Q3 2018 |
| WMT | $32.7M | 0.59% | 0.00% | -1.8% | Q3 2018 |
| AAPL | $31.9M | 0.58% | 0.00% | +5.9% | Q3 2018 |
| UNP | $29.5M | 0.54% | 0.02% | -0.1% | Q3 2018 |
| WMB | $25.6M | 0.47% | 0.03% | -3.3% | Q3 2018 |
| EPD | $25.5M | 0.46% | 0.04% | -1.5% | Q3 2018 |
| HUBB | $21.9M | 0.40% | 0.09% | -0.6% | Q3 2018 |
| ENB | $15.5M | 0.28% | 0.01% | -3.4% | Q3 2018 |
| DUK | $14.7M | 0.27% | 0.02% | Not reported | Q3 2018 |
| PKE | $14.3M | 0.26% | 3.36% | -2.9% | Q3 2020 |
| FTRE | $13.9M | 0.25% | 0.86% | -42.7% | Q2 2023 |
| SDHC | $13.7M | 0.25% | Not reported | +0.4% | Q1 2024 |
| SYY | $13.3M | 0.24% | 0.04% | -0.4% | Q3 2018 |
| ARES | $12.4M | 0.22% | 0.02% | +50.8% | Q4 2022 |
 DIBS | $11.7M | 0.21% | 5.29% | -40.7% | Q3 2021 |
| Q3 2025 | |||||
| BX | $368M | 6.69% | 0.29% | -2.8% | Q3 2018 |
| APO | $367M | 6.68% | 0.48% | -1.7% | Q3 2018 |
| MSFT | $298M | 5.41% | 0.01% | -11.2% | Q3 2018 |
| GOOG | $261M | 4.75% | Not reported | -4.0% | Q3 2018 |
| RDNT | $250M | 4.54% | 4.25% | +0.4% | Q3 2018 |
| AJG | $227M | 4.14% | 0.29% | +4.7% | Q3 2018 |
| SCHW | $197M | 3.58% | 0.11% | -1.9% | Q3 2018 |
| SGI | $196M | 3.56% | 1.11% | -0.6% | Q1 2025 |
| FERG | $191M | 3.47% | 0.43% | -1.6% | Q2 2022 |
| LH | $175M | 3.19% | 0.74% | -0.5% | Q2 2024 |
| ZWS | $172M | 3.12% | 2.18% | -1.4% | Q2 2022 |
| CACC | $157M | 2.86% | 3.05% | -10.4% | Q3 2018 |
| CSGP | $145M | 2.64% | 0.41% | -0.2% | Q2 2022 |
| AXP | $133M | 2.42% | 0.06% | -0.6% | Q3 2018 |
| JPM | $126M | 2.28% | 0.01% | -1.4% | Q3 2018 |
| WAT | $118M | 2.15% | 0.66% | +58.5% | Q3 2018 |
| OWL | $116M | 2.11% | 99.73% | +1.2% | Q2 2022 |
| ABT | $116M | 2.11% | 0.05% | +2.1% | Q3 2018 |
| ROP | $115M | 2.09% | 0.21% | +2.0% | Q3 2018 |
| HLT | $106M | 1.94% | 0.18% | -1.5% | Q1 2020 |
| GOOGL | $88.9M | 1.62% | 0.00% | -14.3% | Q3 2018 |
| JEF | $82.9M | 1.51% | 0.61% | -1.3% | Q3 2018 |
| MTDR | $63.1M | 1.15% | 1.13% | -0.3% | Q3 2018 |
| QCOM | $56.1M | 1.02% | 0.03% | -0.8% | Q3 2018 |
| MA | $54.2M | 0.99% | 0.01% | -0.3% | Q3 2018 |
| RUSHA | $51.8M | 0.94% | Not reported | -1.3% | Q2 2023 |
| WAB | $47.8M | 0.87% | 0.14% | -1.4% | Q3 2018 |
| BRK.B | $47.1M | 0.86% | Not reported | -1.1% | Q3 2018 |
| MKL | $44.6M | 0.81% | 0.18% | -7.9% | Q3 2018 |
| GSAT | $42.5M | 0.77% | 0.92% | -1.0% | Q3 2018 |
| JNJ | $41M | 0.75% | 0.01% | -2.7% | Q3 2018 |
| AMZN | $39.8M | 0.72% | 0.00% | +1.2% | Q3 2018 |
| WBD | $39.7M | 0.72% | 0.08% | -9.3% | Q2 2022 |
| BN | $38.5M | 0.70% | Not reported | -0.3% | Q4 2022 |
| LOW | $35.5M | 0.65% | 0.03% | -0.5% | Q3 2018 |
| WMT | $30.8M | 0.56% | 0.00% | -0.7% | Q3 2018 |
| UNP | $30.2M | 0.55% | 0.02% | 0.0% | Q3 2018 |
| AAPL | $28.2M | 0.51% | 0.00% | -1.9% | Q3 2018 |
| WMB | $27.9M | 0.51% | 0.04% | -2.3% | Q3 2018 |
| EPD | $25.2M | 0.46% | 0.04% | -9.8% | Q3 2018 |
| TEVA | $22.2M | 0.40% | 0.10% | -0.2% | Q3 2018 |
| HUBB | $21.3M | 0.39% | 0.09% | -0.4% | Q3 2018 |
| ENB | $17M | 0.31% | 0.02% | -3.4% | Q3 2018 |
| DUK | $15.5M | 0.28% | 0.02% | -0.7% | Q3 2018 |
| SYY | $14.9M | 0.27% | 0.04% | -0.3% | Q3 2018 |
| SDHC | $14.4M | 0.26% | Not reported | -2.7% | Q1 2024 |
| PKE | $14M | 0.25% | 3.46% | -8.5% | Q3 2020 |
| FTRE | $11.8M | 0.21% | 1.52% | -30.5% | Q2 2023 |
| NTR | $11M | 0.20% | 0.03% | +0.3% | Q3 2018 |
 SHW | $10.8M | 0.20% | 0.01% | -12.6% | Q4 2018 |