Beck Mack & Oliver LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Beck Mack & Oliver LLC reported 200 stock positions worth $5.1 billion. Its top holding was Apollo Global Management (APO) at 6.2% of the portfolio, followed by Alphabet Class C (GOOG, 5.5%) and Blackstone (BX, 5.1%). Compared with Q1 2026, it opened 13 new positions, sold out of 8, added to 35 and reduced 81. The biggest buy was Alcon (ALC, shares +301%) and the biggest sale Costar (CSGP, shares −29%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0000010742
- Portfolio Value
- $5.1B (Q2 2026)
- SEC Filing
- 0000010742-26-000013 ↗ filed Aug 14, 2026
Holdings Value
Holdings 200 stocks · $5.1B
| APO Apollo Global Management Inc. | 6.21% | 2,693,798 | $318.7M | Reduce -2.6% |
| GOOG Alphabet Inc. Class C | 5.54% | 804,126 | $284.1M | Reduce -12.7% |
| BX Blackstone Inc. | 5.12% | 2,230,056 | $262.4M | Reduce -1.3% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 4.75% | 1,061,905 | $243.8M | Reduce -0.1% |
| SUNB Sunbelt Rentals Holdings Inc. | 4.62% | 3,168,656 | $237.0M | Reduce -6.2% |
| MSFT Microsoft Corp. | 3.97% | 545,934 | $203.6M | Reduce -1.9% |
| RDNT Radnet Inc. | 3.80% | 3,163,592 | $195.1M | Reduce -0.1% |
| CACC Credit Acceptance Corp. | 3.80% | 305,983 | $194.8M | Reduce -1.0% |
| SGI Somnigroup International Inc. | 3.77% | 2,468,485 | $193.5M | Add +2.5% |
| SCHW Schwab (charles) Corp. | 3.63% | 2,016,840 | $186.1M | Reduce -1.3% |
| FERG Ferguson Enterprises Inc. | 3.60% | 777,845 | $184.6M | Reduce -6.6% |
| ZWS Zurn Elkay Water Solutions C | 3.38% | 3,431,406 | $173.4M | Reduce -1.9% |
| LH Labcorp Holdings Inc. | 3.30% | 605,243 | $169.5M | Reduce -1.9% |
| WAT Waters Corp. | 3.17% | 434,149 | $162.8M | Add +0.5% |
| AXP American Express Co. | 2.66% | 403,799 | $136.6M | Reduce -1.0% |
| JPM JPMorgan Chase & Co. | 2.39% | 374,875 | $122.7M | Reduce -3.3% |
| HLT Hilton Worldwide Holdings Inc. | 2.32% | 360,375 | $119.1M | Reduce -8.7% |
| ABT Abbott Laboratories | 1.99% | 1,123,527 | $101.9M | Add +20.1% |
| GSAT Globalstar Inc. | 1.75% | 1,104,340 | $89.8M | Reduce -1.1% |
| GOOGL Alphabet Inc. Class A | 1.55% | 223,068 | $79.7M | Reduce -8.1% |
| RUSHA Rush Enterprises Inc. Class A | 1.32% | 930,268 | $67.9M | Reduce -2.9% |
| MTDR Matador Resources Co. | 1.32% | 1,358,125 | $67.6M | Reduce -0.0% |
| WAB Wabtec Corp. | 1.21% | 229,482 | $61.9M | Add +0.1% |
| JEF Jefferies Financial Group Inc. | 1.19% | 1,222,167 | $61.1M | Reduce -0.1% |
| QCOM Qualcomm Inc. | 1.18% | 328,775 | $60.8M | Reduce -0.3% |
| CSGP Costar Group Inc. | 1.15% | 2,084,233 | $59.0M | Reduce -28.8% |
| AMZN Amazon.com Inc. | 1.13% | 242,567 | $57.8M | Add +6.2% |
| ALC Alcon Inc. filed as ALCON AG | 1.10% | 837,556 | $56.2M | Add +300.6% |
| ROP Roper Technologies Inc. | 1.04% | 157,451 | $53.3M | Reduce -3.5% |
| JNJ Johnson & Johnson | 1.03% | 207,122 | $52.6M | Reduce -3.3% |
| MA Mastercard Inc. Class A | 0.97% | 96,545 | $49.6M | Add +0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.86% | 88,039 | $44.1M | Reduce -1.2% |
| OWL Blue Owl Capital Inc. | 0.82% | 4,820,425 | $42.2M | Reduce -8.2% |
| MKL Markel Group Inc. | 0.76% | 19,891 | $38.8M | Add +1.4% |
| TEVA Teva Pharmaceutical-SP ADR | 0.70% | 1,057,375 | $35.8M | Add +0.5% |
| BN Brookfield Corp. | 0.68% | 817,702 | $34.8M | Add +1.7% |
| AAPL Apple Inc. | 0.66% | 116,462 | $33.7M | Reduce -0.1% |
| UNP Union Pacific Corp. | 0.65% | 122,132 | $33.2M | Reduce -3.6% |
| WMT Walmart Inc. | 0.64% | 289,042 | $32.7M | Reduce -0.0% |
| WMB Williams Cos Inc. | 0.61% | 420,175 | $31.2M | Reduce -0.9% |
| EPD Enterprise Products Partners | 0.59% | 824,469 | $30.3M | Add +0.9% |
| LOW Lowe's Cos Inc. | 0.52% | 120,164 | $26.5M | Reduce -1.6% |
| WBD Warner Bros Discovery Inc. | 0.50% | 962,144 | $25.7M | Reduce -20.4% |
| HUBB Hubbell Inc. | 0.49% | 48,239 | $25.2M | Reduce -1.2% |
| ENB Enbridge Inc. | 0.34% | 320,096 | $17.4M | Reduce -0.1% |
| DUK Duke Energy Corp. | 0.31% | 126,395 | $16.0M | Add +1.0% |
| ARES Ares Management Corp. Class A | 0.30% | 139,649 | $15.5M | Add +18.8% |
| SYY Sysco Corp. | 0.29% | 180,846 | $15.1M | Add +0.7% |
| FTRE Fortrea Holdings Inc. | 0.28% | 834,758 | $14.5M | Reduce -11.9% |
| SDHC Smith Douglas Homes Corp. | 0.25% | 835,065 | $13.0M | Reduce -1.8% |
| BWIN Baldwin Insurance Group Inc./ filed as THE BALDWIN INSURANCE GRP IN | 0.23% | 438,020 | $11.6M | Add +2.6% |
| NTR Nutrien Ltd. | 0.22% | 182,435 | $11.5M | Add +0.8% |
| MRK Merck & Co. Inc. | 0.22% | 88,204 | $11.3M | Reduce -1.6% |
| SHC Sotera Health Co. | 0.19% | 552,450 | $9.8M | New |
| VZ Verizon Communications Inc. | 0.19% | 224,350 | $9.5M | Reduce -0.5% |
| DOV Dover Corp. | 0.18% | 42,016 | $9.4M | Add +7.3% |
| COST Costco Wholesale Corp. | 0.18% | 9,844 | $9.2M | Reduce -6.3% |
| SHW The Sherwin-Williams Co. | 0.17% | 25,406 | $8.7M | Reduce -3.9% |
| FDX FedEx Corp. | 0.16% | 26,386 | $8.3M | Reduce -2.0% |
| PG The Procter & Gamble Co. | 0.16% | 55,365 | $8.1M | Reduce -0.0% |
| DIBS 1STDIBS.COM Inc. | 0.12% | 1,287,621 | $6.3M | Reduce -0.8% |
| XOM Exxonmobil Holdings Corp. | 0.12% | 44,937 | $6.1M | Reduce -1.4% |
| HD Home Depot Inc. | 0.12% | 17,232 | $6.1M | Reduce -11.2% |
| PKE Park Aerospace Corp. | 0.12% | 158,349 | $6.0M | Reduce -62.6% |
| CWGL Crimson Wine Group Ltd. | 0.12% | 1,367,472 | $6.0M | Reduce -9.7% |
| PGR Progressive Corp. | 0.10% | 23,954 | $5.2M | Reduce -1.1% |
| AXS Axis Capital Holdings Ltd. | 0.10% | 47,681 | $5.1M | No change |
| RKT Rocket Cos Inc. Class A | 0.10% | 312,900 | $4.9M | Add +9.8% |
| KMB Kimberly-Clark Corp. | 0.09% | 43,198 | $4.7M | No change |
| COO The Cooper Cos Inc. | 0.09% | 63,555 | $4.6M | Reduce -15.3% |
| ABBV Abbvie Inc. | 0.09% | 17,645 | $4.4M | Add +24.0% |
| AWI Armstrong World Industries | 0.08% | 26,999 | $4.3M | Add +19.5% |
| LIN Linde PLC | 0.08% | 8,246 | $4.3M | Add +32.0% |
| GLD SPDR Gold Shares | 0.08% | 11,315 | $4.2M | No change |
| KKR KKR & Co. Inc. | 0.08% | 44,990 | $4.1M | Add +4.7% |
| V Visa Inc. Class A | 0.08% | 11,693 | $4.0M | Reduce -25.5% |
| BAM Brookfield Asset Mgmt-A | 0.08% | 85,820 | $3.8M | Reduce -4.4% |
| GL Globe Life Inc. | 0.07% | 21,125 | $3.8M | No change |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.07% | 15,228 | $3.6M | Reduce -6.3% |
| DE Deere & Co. | 0.07% | 5,300 | $3.4M | No change |
| TSQ Townsquare Media Inc. Class A | 0.07% | 473,400 | $3.3M | Reduce -23.0% |
| IVV iShares Core S&P 500 ETF | 0.06% | 4,407 | $3.3M | No change |
| VTS Vitesse Energy Inc. | 0.06% | 197,940 | $3.1M | Reduce -0.2% |
| CVX Chevron Corp. | 0.06% | 17,522 | $2.9M | Reduce -2.5% |
| MAR Marriott International Class A | 0.06% | 7,715 | $2.9M | No change |
| PEP Pepsico Inc. | 0.06% | 21,013 | $2.8M | Reduce -9.5% |
| GE General Electric filed as GE AEROSPACE | 0.05% | 7,262 | $2.7M | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.05% | 5,485 | $2.6M | Add +1.1% |
| GEV GE Vernova Inc. | 0.05% | 2,123 | $2.5M | Reduce -2.0% |
| NVDA Nvidia Corp. | 0.05% | 12,421 | $2.5M | Add +3.3% |
| LOAR Loar Holdings Inc. | 0.04% | 27,000 | $2.2M | No change |
| PFE Pfizer Inc. | 0.04% | 88,126 | $2.1M | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.04% | 13,501 | $2.0M | Reduce -0.4% |
| RTX RTX Corp. | 0.04% | 10,705 | $2.0M | Reduce -0.1% |
| FDXF FedEx Freight Holding Co. | 0.04% | 13,208 | $2.0M | Reduce -1.9% |
| USB US Bancorp | 0.04% | 32,189 | $1.9M | No change |
| LMRI Lumexa Imaging Holdings Inc. | 0.04% | 170,700 | $1.9M | New |
| NSRGY Nestle SA-Spons ADR | 0.04% | 17,570 | $1.8M | No change |
| WMS Advanced Drainage Systems Inc. | 0.03% | 11,298 | $1.8M | Reduce -3.1% |
| KO The Coca-Cola Co. | 0.03% | 21,004 | $1.7M | Reduce -2.7% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $362K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| JPMORGAN CHASE & CO (JPM 6 PERP EE) | Common Stock | 14,312 | $362K | No change |
Total filed on the 13F, all lines: $5.1B.
Portfolio Sells Q1 2026 → Q2 2026
| CSGP Costar Group Inc. | Reduce -28.8% | 1.15% | −1.28 |
| MTDR Matador Resources Co. | Reduce -0.0% | 1.32% | −0.45 |
| FERG Ferguson Enterprises Inc. | Reduce -6.6% | 3.60% | −0.41 |
| SCHW Schwab (charles) Corp. | Reduce -1.3% | 3.63% | −0.33 |
| MSFT Microsoft Corp. | Reduce -1.9% | 3.97% | −0.28 |
| BX Blackstone Inc. | Reduce -1.3% | 5.12% | −0.24 |
| WBD Warner Bros Discovery Inc. | Reduce -20.4% | 0.50% | −0.18 |
| OWL Blue Owl Capital Inc. | Reduce -8.2% | 0.82% | −0.17 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -8.7% | 2.32% | −0.15 |
| ROP Roper Technologies Inc. | Reduce -3.5% | 1.04% | −0.15 |
| APO Apollo Global Management Inc. | Reduce -2.6% | 6.21% | −0.14 |
| PKE Park Aerospace Corp. | Reduce -62.6% | 0.12% | −0.12 |
| WMT Walmart Inc. | Reduce -0.0% | 0.64% | −0.10 |
| LH Labcorp Holdings Inc. | Reduce -1.9% | 3.30% | −0.09 |
| LOW Lowe's Cos Inc. | Reduce -1.6% | 0.52% | −0.08 |
| JNJ Johnson & Johnson | Reduce -3.3% | 1.03% | −0.05 |
| VZ Verizon Communications Inc. | Reduce -0.5% | 0.19% | −0.05 |
| ADP Automatic Data Processing | Reduce -64.8% | 0.02% | −0.04 |
| XOM Exxonmobil Holdings Corp. | Reduce -1.4% | 0.12% | −0.04 |
| CWGIX Af Cap WLRD GR & Inc. Class A | Sold out | 0.00% | −0.04 |
| KNSL Kinsale Capital Group Inc. | Reduce -55.6% | 0.03% | −0.04 |
| FDX FedEx Corp. | Reduce -2.0% | 0.16% | −0.04 |
| COST Costco Wholesale Corp. | Reduce -6.3% | 0.18% | −0.04 |
| WMB Williams Cos Inc. | Reduce -0.9% | 0.61% | −0.03 |
| DIBS 1STDIBS.COM Inc. | Reduce -0.8% | 0.12% | −0.02 |
| COO The Cooper Cos Inc. | Reduce -15.3% | 0.09% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.2% | 0.86% | −0.02 |
| CVX Chevron Corp. | Reduce -2.5% | 0.06% | −0.02 |
| CWGL Crimson Wine Group Ltd. | Reduce -9.7% | 0.12% | −0.02 |
| V Visa Inc. Class A | Reduce -25.5% | 0.08% | −0.02 |
| ENB Enbridge Inc. | Reduce -0.1% | 0.34% | −0.02 |
| PEP Pepsico Inc. | Reduce -9.5% | 0.06% | −0.02 |
| VTS Vitesse Energy Inc. | Reduce -0.2% | 0.06% | −0.01 |
| HD Home Depot Inc. | Reduce -11.2% | 0.12% | −0.01 |
| PRPFX Permanent Portfolio-I | Sold out | 0.00% | −0.01 |
| AGTHX Amer FND GRW FD of Am-A | Sold out | 0.00% | −0.01 |
| TT Trane Technologies PLC | Sold out | 0.00% | −0.01 |
| VFIAX Vanguard 500 Index-Adm | Sold out | 0.00% | −0.01 |
| BAM Brookfield Asset Mgmt-A | Reduce -4.4% | 0.08% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -0.0% | 0.16% | −0.01 |
| MTD Mettler-Toledo International | Reduce -31.3% | 0.01% | −0.01 |
| KTOS Kratos Defense & Security | Sold out | 0.00% | −0.01 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.01 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.01 |
| KHC The Kraft Heinz Co. | Reduce -25.0% | 0.01% | −0.00 |
| TJX TJX Companies Inc. | Reduce -0.4% | 0.04% | −0.00 |
| SHW The Sherwin-Williams Co. | Reduce -3.9% | 0.17% | −0.00 |
| NEE Nextera Energy Inc. | Reduce -3.4% | 0.02% | −0.00 |
| TSCO Tractor Supply Company | Reduce -0.3% | 0.01% | −0.00 |
| TSQ Townsquare Media Inc. Class A | Reduce -23.0% | 0.07% | −0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| ALC Alcon Inc. | Add +300.6% | 1.10% | +0.77 |
| WAT Waters Corp. | Add +0.5% | 3.17% | +0.52 |
| SHC Sotera Health Co. | New | 0.19% | +0.19 |
| AMZN Amazon.com Inc. | Add +6.2% | 1.13% | +0.15 |
| SGI Somnigroup International Inc. | Add +2.5% | 3.77% | +0.10 |
| TEVA Teva Pharmaceutical-SP ADR | Add +0.5% | 0.70% | +0.05 |
| ARES Ares Management Corp. Class A | Add +18.8% | 0.30% | +0.04 |
| LMRI Lumexa Imaging Holdings Inc. | New | 0.04% | +0.04 |
| BWIN Baldwin Insurance Group Inc./ | Add +2.6% | 0.23% | +0.03 |
| SYY Sysco Corp. | Add +0.7% | 0.29% | +0.03 |
| WAB Wabtec Corp. | Add +0.1% | 1.21% | +0.03 |
| ABBV Abbvie Inc. | Add +24.0% | 0.09% | +0.02 |
| ARXS Arxis Inc. Class A | New | 0.02% | +0.02 |
| LIN Linde PLC | Add +32.0% | 0.08% | +0.02 |
| DOV Dover Corp. | Add +7.3% | 0.18% | +0.02 |
| DHR Danaher Corp. | Add +199.8% | 0.02% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Add +1.1% | 0.05% | +0.01 |
| RKT Rocket Cos Inc. Class A | Add +9.8% | 0.10% | +0.01 |
| EGP Eastgroup Properties Inc. | New | 0.01% | +0.01 |
| BN Brookfield Corp. | Add +1.7% | 0.68% | +0.01 |
| PAYX Paychex Inc. | Add +69.7% | 0.02% | +0.01 |
| AWI Armstrong World Industries | Add +19.5% | 0.08% | +0.01 |
| ABT Abbott Laboratories | Add +20.1% | 1.99% | +0.01 |
| ARM Arm Holdings PLC-ADR | New | 0.01% | +0.01 |
| GLW Corning Inc. | New | 0.01% | +0.01 |
| NVDA Nvidia Corp. | Add +3.3% | 0.05% | +0.01 |
| NUE Nucor Corp. | New | 0.00% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +14.0% | 0.03% | +0.00 |
| TD Toronto-Dominion Bank | New | 0.00% | +0.00 |
| IRM Iron Mountain Inc. | New | 0.00% | +0.00 |
| OKE Oneok Inc. | New | 0.00% | +0.00 |
| UNH Unitedhealth Group Inc. | New | 0.00% | +0.00 |
| PPTA Perpetua Resources Corp. | Add +77.3% | 0.01% | +0.00 |
| NABZY National Australia BK-SP ADR | New | 0.00% | +0.00 |
| TXN Texas Instruments Inc. | Add +4.7% | 0.01% | +0.00 |
| VOO Vanguard S&P 500 ETF | Add +0.1% | 0.03% | +0.00 |
| MO Altria Group Inc. | Add +5.3% | 0.03% | +0.00 |
| IBM Intl Business Machines Corp. | Add +7.3% | 0.01% | +0.00 |
| KMI Kinder Morgan Inc. | Add +33.1% | 0.01% | +0.00 |
| PRZO Parazero Technologies Ltd. | New | 0.00% | +0.00 |
| CET Central Securities Corp. | Add +0.0% | 0.01% | 0.00 |
| FISV Fiserv Inc. | Add +1.3% | 0.01% | −0.00 |
| KKR KKR & Co. Inc. | Add +4.7% | 0.08% | −0.00 |
| MKL Markel Group Inc. | Add +1.4% | 0.76% | −0.02 |
| MA Mastercard Inc. Class A | Add +0.5% | 0.97% | −0.02 |
| DUK Duke Energy Corp. | Add +1.0% | 0.31% | −0.03 |
| EPD Enterprise Products Partners | Add +0.9% | 0.59% | −0.05 |
| NTR Nutrien Ltd. | Add +0.8% | 0.22% | −0.06 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 200 | $5.1B | APO, GOOG, BX, AJG, SUNB |
| Q1 2026 | 194 | $4.8B | APO, GOOG, BX, AJG, SUNB |
| Q4 2025 | 192 | $5.5B | APO, BX, GOOG, MSFT, ASHTF |
| Q3 2025 | 186 | $5.5B | BX, APO, MSFT, GOOG, RDNT |
| Q2 2025 | 188 | $5.2B | APO, BX, MSFT, ASHTF, AJG |
| Q1 2025 | 186 | $5.0B | APO, BX, AJG, MSFT, CACC |
| Q4 2024 | 189 | $5.4B | APO, BX, MSFT, GOOG, AJG |
| Q3 2024 | 176 | $5.1B | APO, BX, MSFT, ASHTF, RDNT |
| Q2 2024 | 178 | $4.8B | APO, MSFT, BX, GOOG, ESGR |
| Q1 2024 | 178 | $4.9B | APO, MSFT, BX, ASHTF, ESGR |