Beck Mack & Oliver LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Beck Mack & Oliver LLC reported 178 stock positions worth $4.9 billion. Its top holding was Apollo Global Management (APO) at 7.2% of the portfolio, followed by Microsoft (MSFT, 6.7%) and Blackstone (BX, 6.4%). Compared with Q4 2023, it opened 7 new positions, sold out of 11, added to 53 and reduced 59. The biggest buy was Radnet (RDNT, shares +4%) and the biggest sale Globalstar (GSAT, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0000010742
- Portfolio Value
- $4.9B (Q1 2024)
- SEC Filing
- 0000010742-24-000008 ↗ filed May 14, 2024
Holdings Value
Holdings 178 stocks · $4.9B
| APO Apollo Global Management Inc. | 7.19% | 3,153,297 | $354.6M | Add +2.5% |
| MSFT Microsoft Corp. | 6.65% | 780,098 | $328.2M | Add +2.1% |
| BX Blackstone Inc. | 6.36% | 2,389,759 | $313.9M | Add +1.5% |
| ASHTF Ashtead Group PLC | 4.42% | 3,059,395 | $217.8M | Add +9.7% |
| ESGR Enstar Group Ltd. | 4.38% | 694,864 | $215.9M | Add +4.0% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 3.86% | 761,399 | $190.4M | Add +7.7% |
| CACC Credit Acceptance Corp. | 3.84% | 343,416 | $189.4M | Add +6.1% |
| GOOG Alphabet Inc. Class C | 3.70% | 1,197,252 | $182.3M | Add +4.9% |
| RDNT Radnet Inc. | 3.31% | 3,353,735 | $163.2M | Add +3.8% |
| SCHW Schwab (charles) Corp. | 3.02% | 2,059,217 | $149.0M | Add +6.8% |
| LH Laboratory CRP of Amer Hldgs | 2.63% | 594,595 | $129.9M | Add +8.3% |
| ROP Roper Technologies Inc. | 2.39% | 210,537 | $118.1M | Add +2.2% |
| ZWS Zurn Elkay Water Solutions C | 2.26% | 3,337,353 | $111.7M | Add +10.6% |
| OWL Blue Owl Capital Inc. | 2.01% | 5,266,385 | $99.3M | Add +13.1% |
| FTRE Fortrea Holdings Inc. | 1.93% | 2,368,212 | $95.1M | Add +11.2% |
| ABT Abbott Laboratories | 1.86% | 806,629 | $91.7M | Add +2.1% |
| HLT Hilton Worldwide Holdings Inc. | 1.79% | 414,676 | $88.5M | Add +8.4% |
| JPM JPMorgan Chase & Co. | 1.74% | 429,629 | $86.1M | Add +2.8% |
| FERG Ferguson Jersey Ltd. | 1.74% | 391,865 | $85.6M | Add +11.6% |
| WAT Waters Corp. | 1.71% | 245,635 | $84.6M | Add +0.7% |
| AXP American Express Co. | 1.71% | 370,330 | $84.3M | Add +6.2% |
| CSGP Costar Group Inc. | 1.70% | 867,942 | $83.8M | Add +12.1% |
| MTDR Matador Resources Co. | 1.64% | 1,208,664 | $80.7M | Add +14.0% |
| FISV Fiserv Inc. | 1.63% | 504,308 | $80.6M | Add +7.7% |
| EPD Enterprise Products Partners | 1.63% | 2,750,720 | $80.3M | Add +7.7% |
| GOOGL Alphabet Inc. Class A | 1.62% | 529,973 | $80.0M | Reduce -0.7% |
| JEF Jefferies Financial Group Inc. | 1.52% | 1,696,418 | $74.8M | Reduce -2.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.46% | 171,268 | $72.0M | Reduce -2.6% |
| QCOM Qualcomm Inc. | 1.43% | 415,278 | $70.3M | Reduce -1.3% |
| SHW The Sherwin-Williams Co. | 1.27% | 180,364 | $62.6M | Reduce -5.1% |
| RUSHA Rush Enterprises Inc. Class A | 1.10% | 1,015,513 | $54.4M | Add +31.1% |
| MA Mastercard Inc. Class A | 1.01% | 103,851 | $50.0M | Add +5.1% |
| MKL Markel Group Inc. | 0.97% | 31,350 | $47.7M | Reduce -0.1% |
| UNP Union Pacific Corp. | 0.88% | 175,913 | $43.3M | Reduce -1.6% |
| JNJ Johnson & Johnson | 0.85% | 266,442 | $42.1M | Reduce -2.5% |
| WAB Wabtec Corp. | 0.85% | 286,935 | $41.8M | Reduce -2.1% |
| LOW Lowe's Cos Inc. | 0.80% | 155,727 | $39.7M | Reduce -0.5% |
| GSAT Globalstar Inc. | 0.55% | 18,415,485 | $27.1M | Reduce -0.1% |
| TEVA Teva Pharmaceutical-SP ADR | 0.54% | 1,893,491 | $26.7M | Reduce -22.1% |
| BN Brookfield Corp. | 0.50% | 588,854 | $24.7M | Reduce -0.7% |
| HUBB Hubbell Inc. | 0.45% | 53,584 | $22.2M | Reduce -3.9% |
| AMZN Amazon.com Inc. | 0.45% | 122,601 | $22.1M | Add +564.8% |
| AAPL Apple Inc. | 0.42% | 119,779 | $20.5M | Reduce -10.3% |
| WMT Walmart Inc. | 0.40% | 330,862 | $19.9M | Reduce -2.7% |
| DOV Dover Corp. | 0.40% | 111,727 | $19.8M | Reduce -4.5% |
| WMB Williams Cos Inc. | 0.40% | 505,045 | $19.7M | Reduce -0.1% |
| WBD Warner Bros Discovery Inc. | 0.39% | 2,195,267 | $19.2M | Add +0.6% |
| MRK Merck & Co. Inc. | 0.35% | 130,813 | $17.3M | Reduce -2.7% |
| PKE Park Aerospace Corp. | 0.34% | 1,005,147 | $16.7M | No change |
| SYY Sysco Corp. | 0.32% | 192,386 | $15.6M | Add +0.2% |
| ENB Enbridge Inc. | 0.28% | 376,176 | $13.6M | Add +0.1% |
| DUK Duke Energy Corp. | 0.26% | 130,999 | $12.7M | Add +0.1% |
| DIBS 1STDIBS.COM Inc. | 0.24% | 1,988,311 | $11.9M | Add +4.5% |
| VZ Verizon Communications Inc. | 0.24% | 279,968 | $11.7M | Reduce -0.1% |
| ADP Automatic Data Processing | 0.22% | 43,080 | $10.8M | Add +1010.3% |
| CWGL Crimson Wine Group Ltd. | 0.22% | 1,844,520 | $10.7M | Add +0.1% |
| NTR Nutrien Ltd. | 0.20% | 179,760 | $9.8M | No change |
| FDX FedEx Corp. | 0.19% | 32,158 | $9.3M | Reduce -1.3% |
| ARES Ares Management Corp. Class A | 0.19% | 69,295 | $9.2M | Add +0.4% |
| TSQ Townsquare Media Inc. Class A | 0.18% | 795,300 | $8.7M | Add +0.5% |
| PG The Procter & Gamble Co. | 0.17% | 51,314 | $8.3M | Add +0.7% |
| COST Costco Wholesale Corp. | 0.15% | 10,329 | $7.6M | Reduce -0.5% |
| KMB Kimberly-Clark Corp. | 0.14% | 53,548 | $6.9M | Reduce -0.2% |
| WMS Advanced Drainage Systems Inc. | 0.13% | 37,264 | $6.4M | Reduce -1.0% |
| KKR KKR & Co. Inc. | 0.13% | 62,166 | $6.3M | No change |
| XOM Exxon Mobil Corp. | 0.13% | 53,500 | $6.2M | Reduce -8.5% |
| HD Home Depot Inc. | 0.12% | 15,187 | $5.8M | Reduce -3.3% |
| VTS Vitesse Energy Inc. | 0.11% | 223,857 | $5.3M | Reduce -0.1% |
| ABBV Abbvie Inc. | 0.10% | 28,288 | $5.2M | Reduce -4.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.10% | 8 | $5.1M | No change |
| BAM Brookfield Asset Mgmt-A | 0.10% | 118,341 | $5.0M | Reduce -0.9% |
| SDHC Smith Douglas Homes Corp. | 0.09% | 142,029 | $4.2M | New |
| PGR Progressive Corp. | 0.08% | 19,835 | $4.1M | Reduce -2.8% |
| PEP Pepsico Inc. | 0.08% | 22,952 | $4.0M | Add +1.3% |
| AWI Armstrong World Industries | 0.08% | 29,986 | $3.7M | No change |
| AXS Axis Capital Holdings Ltd. | 0.07% | 54,831 | $3.6M | Reduce -2.1% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.07% | 22,488 | $3.3M | Reduce -9.7% |
| LIN Linde PLC | 0.06% | 6,875 | $3.2M | No change |
| V Visa Inc. Class A | 0.06% | 10,848 | $3.0M | Add +13.8% |
| GLD SPDR Gold Shares | 0.05% | 12,475 | $2.6M | No change |
| GL Globe Life Inc. | 0.05% | 21,125 | $2.5M | No change |
| PFE Pfizer Inc. | 0.05% | 88,000 | $2.4M | No change |
| IVV iShares Core S&P 500 ETF | 0.04% | 4,217 | $2.2M | No change |
| DE Deere & Co. | 0.04% | 5,200 | $2.1M | No change |
| DHR Danaher Corp. | 0.04% | 7,940 | $2.0M | Reduce -18.6% |
| CVX Chevron Corp. | 0.04% | 11,906 | $1.9M | Reduce -0.8% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.04% | 32,700 | $1.8M | Reduce -0.9% |
| NSRGY Nestle SA-Spons ADR | 0.04% | 16,450 | $1.7M | No change |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.03% | 29,815 | $1.7M | Reduce -1.9% |
| BAX Baxter International Inc. | 0.03% | 39,985 | $1.7M | Reduce -11.7% |
| CVS CVS Health Corp. | 0.03% | 21,039 | $1.7M | Reduce -1.4% |
| DOX Amdocs Ltd. | 0.03% | 17,336 | $1.6M | Add +0.5% |
| GE General Electric | 0.03% | 8,262 | $1.5M | Reduce -0.3% |
| EW Edwards Lifesciences Corp. | 0.03% | 15,120 | $1.4M | No change |
| MTD Mettler-Toledo International | 0.03% | 1,040 | $1.4M | Reduce -16.1% |
| HES Hess Corp. | 0.03% | 9,000 | $1.4M | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.03% | 13,521 | $1.4M | Add +49.5% |
| CNI Canadian Natl Railway Co. | 0.03% | 10,050 | $1.3M | Reduce -0.5% |
| NDSN Nordson Corp. | 0.03% | 4,800 | $1.3M | No change |
| VOO Vanguard S&P 500 ETF | 0.03% | 2,705 | $1.3M | Reduce -5.5% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $791K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| JPMORGAN CHASE & CO (JPM 6 PERP EE) | Common Stock | 31,412 | $791K | No change |
Total filed on the 13F, all lines: $4.9B.
Portfolio Sells Q4 2023 → Q1 2024
| GSAT Globalstar Inc. | Reduce -0.1% | 0.55% | −0.28 |
| AAPL Apple Inc. | Reduce -10.3% | 0.42% | −0.18 |
| UNP Union Pacific Corp. | Reduce -1.6% | 0.88% | −0.14 |
| JNJ Johnson & Johnson | Reduce -2.5% | 0.85% | −0.14 |
| TCN Tricon Residential Inc. | Reduce -97.3% | 0.00% | −0.12 |
| JEF Jefferies Financial Group Inc. | Reduce -2.5% | 1.52% | −0.12 |
| GOOGL Alphabet Inc. Class A | Reduce -0.7% | 1.62% | −0.11 |
| SHW The Sherwin-Williams Co. | Reduce -5.1% | 1.27% | −0.11 |
| MKL Markel Group Inc. | Reduce -0.1% | 0.97% | −0.07 |
| BN Brookfield Corp. | Reduce -0.7% | 0.50% | −0.05 |
| TEVA Teva Pharmaceutical-SP ADR | Reduce -22.1% | 0.54% | −0.05 |
| QCEQIX Cref Equity Index Account-R3 | Sold out | 0.00% | −0.04 |
| QCSTIX Cref-Stock Account-R3 | Sold out | 0.00% | −0.03 |
| QCGRIX Cref Growth Account-R3 | Sold out | 0.00% | −0.02 |
| WAB Wabtec Corp. | Reduce -2.1% | 0.85% | −0.02 |
| DOV Dover Corp. | Reduce -4.5% | 0.40% | −0.02 |
| QCGLIX Cref Global Equities Acc-R3 | Sold out | 0.00% | −0.01 |
| MTB M & T Bank Corp. | Reduce -9.7% | 0.07% | −0.01 |
| DHR Danaher Corp. | Reduce -18.6% | 0.04% | −0.01 |
| WMT Walmart Inc. | Reduce -2.7% | 0.40% | −0.01 |
| KO The Coca-Cola Co. | Reduce -26.4% | 0.02% | −0.01 |
| OBDC Blue Owl Capital Corp. | Sold out | 0.00% | −0.01 |
| KMB Kimberly-Clark Corp. | Reduce -0.2% | 0.14% | −0.01 |
| BAM Brookfield Asset Mgmt-A | Reduce -0.9% | 0.10% | −0.01 |
| WMB Williams Cos Inc. | Reduce -0.1% | 0.40% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -8.5% | 0.13% | −0.01 |
| CL Colgate-Palmolive Co. | Sold out | 0.00% | −0.01 |
| HD Home Depot Inc. | Reduce -3.3% | 0.12% | −0.01 |
| LUMN Lumen Technologies Inc. | Reduce -89.2% | 0.00% | −0.01 |
| QREARX Tiaa Real Estate Account | Sold out | 0.00% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -0.1% | 0.24% | −0.01 |
| MTD Mettler-Toledo International | Reduce -16.1% | 0.03% | −0.01 |
| VTS Vitesse Energy Inc. | Reduce -0.1% | 0.11% | −0.01 |
| QCMMIX Cref Money Market Account-R3 | Sold out | 0.00% | −0.01 |
| BAX Baxter International Inc. | Reduce -11.7% | 0.03% | −0.01 |
| COST Costco Wholesale Corp. | Reduce -0.5% | 0.15% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -0.5% | 0.80% | −0.01 |
| AZN Astrazeneca PLC-Spons ADR | Sold out | 0.00% | −0.01 |
| CVS CVS Health Corp. | Reduce -1.4% | 0.03% | −0.01 |
| BA The Boeing Co. | Sold out | 0.00% | −0.01 |
| CNSWF Constellation Software Inc. | Sold out | 0.00% | −0.00 |
| CVX Chevron Corp. | Reduce -0.8% | 0.04% | −0.00 |
| SLB SLB Ltd. | Reduce -0.9% | 0.04% | −0.00 |
| CHCO City Holding Co. | Reduce -4.8% | 0.01% | −0.00 |
| FDX FedEx Corp. | Reduce -1.3% | 0.19% | −0.00 |
| SCHV Schwab US Large-Cap Value | Reduce -27.6% | 0.01% | −0.00 |
| CNI Canadian Natl Railway Co. | Reduce -0.5% | 0.03% | −0.00 |
| VOO Vanguard S&P 500 ETF | Reduce -5.5% | 0.03% | −0.00 |
| BB Blackberry Ltd. | Reduce -7.6% | 0.00% | −0.00 |
| COP Conocophillips | Reduce -16.4% | 0.01% | −0.00 |
Portfolio Buys Q4 2023 → Q1 2024
| RDNT Radnet Inc. | Add +3.8% | 3.31% | +0.70 |
| APO Apollo Global Management Inc. | Add +2.5% | 7.19% | +0.52 |
| OWL Blue Owl Capital Inc. | Add +13.1% | 2.01% | +0.40 |
| AMZN Amazon.com Inc. | Add +564.8% | 0.45% | +0.38 |
| MTDR Matador Resources Co. | Add +14.0% | 1.64% | +0.23 |
| ZWS Zurn Elkay Water Solutions C | Add +10.6% | 2.26% | +0.20 |
| FTRE Fortrea Holdings Inc. | Add +11.2% | 1.93% | +0.20 |
| ADP Automatic Data Processing | Add +1010.3% | 0.22% | +0.20 |
| RUSHA Rush Enterprises Inc. Class A | Add +31.1% | 1.10% | +0.20 |
| AXP American Express Co. | Add +6.2% | 1.71% | +0.19 |
| FISV Fiserv Inc. | Add +7.7% | 1.63% | +0.19 |
| HLT Hilton Worldwide Holdings Inc. | Add +8.4% | 1.79% | +0.17 |
| AJG Arthur J Gallagher & Co. | Add +7.7% | 3.86% | +0.16 |
| FERG Ferguson Jersey Ltd. | Add +11.6% | 1.74% | +0.16 |
| CSGP Costar Group Inc. | Add +12.1% | 1.70% | +0.13 |
| JPM JPMorgan Chase & Co. | Add +2.8% | 1.74% | +0.09 |
| SDHC Smith Douglas Homes Corp. | New | 0.09% | +0.09 |
| EPD Enterprise Products Partners | Add +7.7% | 1.63% | +0.06 |
| MA Mastercard Inc. Class A | Add +5.1% | 1.01% | +0.03 |
| DIBS 1STDIBS.COM Inc. | Add +4.5% | 0.24% | +0.03 |
| PNC PNC Financial Services Group | Add +250.0% | 0.02% | +0.02 |
| TJX TJX Companies Inc. | Add +49.5% | 0.03% | +0.01 |
| GDXJ Vaneck Junior Gold Miners | New | 0.01% | +0.01 |
| J Jacobs Solutions Inc. | New | 0.01% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Add +67.9% | 0.01% | +0.01 |
| FWONA Liberty Media Corp. Class A | New | 0.01% | +0.01 |
| FWONK Liberty Media Corp. Class C | New | 0.00% | +0.00 |
| CET Central Securities Corp. | New | 0.00% | +0.00 |
| V Visa Inc. Class A | Add +13.8% | 0.06% | +0.00 |
| ELV Elevance Health Inc. | Add +66.5% | 0.01% | +0.00 |
| SENS Senseonics Holdings Inc. | New | 0.00% | +0.00 |
| IBM Intl Business Machines Corp. | Add +2.3% | 0.01% | +0.00 |
| UNH Unitedhealth Group Inc. | Add +24.3% | 0.02% | +0.00 |
| RTX RTX Corp. | Add +0.5% | 0.02% | +0.00 |
| ITW Illinois Tool Works | Add +11.0% | 0.01% | −0.00 |
| SRE Sempra | Add +0.8% | 0.01% | −0.00 |
| IDXX Idexx Laboratories Inc. | Add +11.8% | 0.03% | −0.00 |
| MCD McDonald's Corp. | Add +2.2% | 0.01% | −0.00 |
| DOX Amdocs Ltd. | Add +0.5% | 0.03% | −0.00 |
| AMGN Amgen Inc. | Add +2.0% | 0.03% | −0.00 |
| ARES Ares Management Corp. Class A | Add +0.4% | 0.19% | −0.00 |
| PG The Procter & Gamble Co. | Add +0.7% | 0.17% | −0.01 |
| PEP Pepsico Inc. | Add +1.3% | 0.08% | −0.01 |
| SYY Sysco Corp. | Add +0.2% | 0.32% | −0.01 |
| TSQ Townsquare Media Inc. Class A | Add +0.5% | 0.18% | −0.02 |
| MSFT Microsoft Corp. | Add +2.1% | 6.65% | −0.03 |
| CWGL Crimson Wine Group Ltd. | Add +0.1% | 0.22% | −0.04 |
| DUK Duke Energy Corp. | Add +0.1% | 0.26% | −0.04 |
| ENB Enbridge Inc. | Add +0.1% | 0.28% | −0.04 |
| GOOG Alphabet Inc. Class C | Add +4.9% | 3.70% | −0.05 |
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 |