Beck Mack & Oliver LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Beck Mack & Oliver LLC reported 189 stock positions worth $5.4 billion. Its top holding was Apollo Global Management (APO) at 9.0% of the portfolio, followed by Blackstone (BX, 7.4%) and Microsoft (MSFT, 5.6%). Compared with Q3 2024, it opened 23 new positions, sold out of 10, added to 52 and reduced 67. The biggest buy was a new position in Globalstar (GSAT) and the biggest sale Enterprise Products Partners (EPD, shares −49%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0000010742
- Portfolio Value
- $5.4B (Q4 2024)
- SEC Filing
- 0000010742-25-000002 ↗ filed Feb 13, 2025
Holdings Value
Holdings 189 stocks · $5.4B
| APO Apollo Global Management Inc. | 9.03% | 2,953,242 | $487.8M | Reduce -3.8% |
| BX Blackstone Inc. | 7.43% | 2,328,382 | $401.5M | Reduce -1.1% |
| MSFT Microsoft Corp. | 5.63% | 721,084 | $303.9M | Reduce -1.4% |
| GOOG Alphabet Inc. Class C | 4.06% | 1,152,010 | $219.4M | Reduce -0.2% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 4.05% | 771,326 | $218.9M | Add +0.5% |
| RDNT Radnet Inc. | 3.97% | 3,068,879 | $214.3M | Reduce -4.0% |
| ASHTF Ashtead Group PLC | 3.62% | 3,144,747 | $195.5M | Add +2.0% |
| CACC Credit Acceptance Corp. | 3.40% | 391,238 | $183.7M | Add +1.6% |
| ESGR Enstar Group Ltd. | 3.26% | 546,843 | $176.1M | Reduce -4.7% |
| SCHW Schwab (charles) Corp. | 2.91% | 2,123,211 | $157.1M | Add +1.4% |
| OWL Blue Owl Capital Inc. | 2.60% | 6,045,216 | $140.6M | Add +0.6% |
| LH Labcorp Holdings Inc. | 2.60% | 613,032 | $140.6M | Add +1.2% |
| ZWS Zurn Elkay Water Solutions C | 2.41% | 3,485,566 | $130.0M | Add +0.5% |
| CSGP Costar Group Inc. | 2.26% | 1,705,343 | $122.1M | Add +50.4% |
| AXP American Express Co. | 2.17% | 395,693 | $117.4M | Add +0.9% |
| ROP Roper Technologies Inc. | 2.08% | 215,814 | $112.2M | Add +2.7% |
| FERG Ferguson Enterprises Inc. | 2.05% | 639,448 | $111.0M | Add +9.9% |
| JEF Jefferies Financial Group Inc. | 1.97% | 1,357,834 | $106.5M | Reduce -2.7% |
| FISV Fiserv Inc. | 1.95% | 513,402 | $105.5M | Add +0.5% |
| HLT Hilton Worldwide Holdings Inc. | 1.95% | 426,510 | $105.4M | Add +0.1% |
| FTRE Fortrea Holdings Inc. | 1.95% | 5,635,996 | $105.1M | Reduce -3.7% |
| JPM JPMorgan Chase & Co. | 1.91% | 429,563 | $103.0M | Add +0.2% |
| ABT Abbott Laboratories | 1.70% | 810,456 | $91.7M | Add +1.3% |
| WAT Waters Corp. | 1.69% | 246,251 | $91.4M | Reduce -0.0% |
| GOOGL Alphabet Inc. Class A | 1.65% | 470,152 | $89.0M | Reduce -1.2% |
| MTDR Matador Resources Co. | 1.48% | 1,418,366 | $79.8M | Add +6.9% |
| RUSHA Rush Enterprises Inc. Class A | 1.09% | 1,073,567 | $58.8M | Add +0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.98% | 116,786 | $52.9M | Reduce -4.7% |
| QCOM Qualcomm Inc. | 0.97% | 341,181 | $52.4M | Reduce -1.1% |
| MKL Markel Group Inc. | 0.96% | 30,195 | $52.1M | Reduce -1.2% |
| MA Mastercard Inc. Class A | 0.95% | 97,066 | $51.1M | Add +0.7% |
| WAB Wabtec Corp. | 0.90% | 257,220 | $48.8M | Reduce -1.8% |
| EPD Enterprise Products Partners | 0.71% | 1,218,072 | $38.2M | Reduce -48.6% |
| UNP Union Pacific Corp. | 0.69% | 164,283 | $37.5M | Reduce -0.2% |
| LOW Lowe's Cos Inc. | 0.69% | 150,052 | $37.0M | Reduce -1.0% |
| GSAT Globalstar Inc. | 0.67% | 17,572,985 | $36.4M | New |
| JNJ Johnson & Johnson | 0.67% | 249,872 | $36.1M | Reduce -0.3% |
| BN Brookfield Corp. | 0.61% | 575,855 | $33.1M | Reduce -0.8% |
| AMZN Amazon.com Inc. | 0.54% | 132,925 | $29.2M | Reduce -0.1% |
| WMT Walmart Inc. | 0.52% | 313,384 | $28.3M | Reduce -1.4% |
| AAPL Apple Inc. | 0.51% | 111,094 | $27.8M | Reduce -1.9% |
| TEVA Teva Pharmaceutical-SP ADR | 0.49% | 1,197,490 | $26.4M | Reduce -2.9% |
| WBD Warner Bros Discovery Inc. | 0.48% | 2,428,735 | $25.7M | Reduce -9.2% |
| WMB Williams Cos Inc. | 0.46% | 459,760 | $24.9M | Add +0.1% |
| SHW The Sherwin-Williams Co. | 0.40% | 64,253 | $21.8M | Reduce -27.1% |
| HUBB Hubbell Inc. | 0.40% | 51,454 | $21.6M | No change |
| DOV Dover Corp. | 0.36% | 102,918 | $19.3M | Reduce -0.7% |
| SDHC Smith Douglas Homes Corp. | 0.33% | 699,430 | $17.9M | Add +58.1% |
| ENB Enbridge Inc. | 0.27% | 349,647 | $14.8M | Add +0.5% |
| SYY Sysco Corp. | 0.26% | 185,011 | $14.1M | Add +0.1% |
| DUK Duke Energy Corp. | 0.25% | 125,299 | $13.5M | Add +1.1% |
| ARES Ares Management Corp. Class A | 0.23% | 70,945 | $12.6M | Add +0.1% |
| DIBS 1STDIBS.COM Inc. | 0.22% | 3,289,310 | $11.6M | Add +2.3% |
| MRK Merck & Co. Inc. | 0.21% | 112,755 | $11.2M | Reduce -5.6% |
| PKE Park Aerospace Corp. | 0.21% | 761,947 | $11.2M | Reduce -1.8% |
| CWGL Crimson Wine Group Ltd. | 0.20% | 1,720,867 | $10.9M | Add +0.6% |
| VZ Verizon Communications Inc. | 0.18% | 246,253 | $9.8M | Add +0.1% |
| COST Costco Wholesale Corp. | 0.18% | 10,493 | $9.6M | Add +0.6% |
| NTR Nutrien Ltd. | 0.17% | 201,248 | $9.0M | Add +22.8% |
| KKR KKR & Co. Inc. | 0.17% | 60,866 | $9.0M | Reduce -1.1% |
| TSQ Townsquare Media Inc. Class A | 0.16% | 960,025 | $8.7M | Reduce -0.0% |
| FDX FedEx Corp. | 0.16% | 30,356 | $8.5M | Reduce -1.0% |
| PG The Procter & Gamble Co. | 0.16% | 50,931 | $8.5M | Reduce -0.6% |
| ADP Automatic Data Processing | 0.16% | 29,130 | $8.5M | Reduce -2.9% |
| HD Home Depot Inc. | 0.12% | 16,634 | $6.5M | Reduce -1.0% |
| KMB Kimberly-Clark Corp. | 0.11% | 44,748 | $5.9M | No change |
| BAM Brookfield Asset Mgmt-A | 0.10% | 103,651 | $5.6M | Reduce -1.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.10% | 8 | $5.4M | No change |
| VTS Vitesse Energy Inc. | 0.10% | 209,377 | $5.2M | Reduce -0.3% |
| XOM Exxon Mobil Corp. | 0.09% | 45,751 | $4.9M | Reduce -6.2% |
| LOAR Loar Holdings Inc. | 0.09% | 65,000 | $4.8M | No change |
| PGR Progressive Corp. | 0.08% | 19,129 | $4.6M | Add +0.7% |
| AXS Axis Capital Holdings Ltd. | 0.08% | 50,806 | $4.5M | Reduce -0.1% |
| V Visa Inc. Class A | 0.08% | 14,040 | $4.4M | Add +0.4% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.07% | 21,298 | $4.0M | Add +0.5% |
| AWI Armstrong World Industries | 0.07% | 27,356 | $3.9M | No change |
| ABBV Abbvie Inc. | 0.07% | 21,478 | $3.8M | Reduce -0.1% |
| LIN Linde PLC | 0.06% | 8,291 | $3.5M | Add +20.6% |
| PEP Pepsico Inc. | 0.06% | 20,982 | $3.2M | Reduce -0.8% |
| GLD SPDR Gold Shares | 0.05% | 11,475 | $2.8M | No change |
| IVV iShares Core S&P 500 ETF | 0.05% | 4,407 | $2.6M | No change |
| WMS Advanced Drainage Systems Inc. | 0.05% | 22,257 | $2.6M | Reduce -38.3% |
| GL Globe Life Inc. | 0.04% | 21,125 | $2.4M | No change |
| PFE Pfizer Inc. | 0.04% | 86,006 | $2.3M | No change |
| DE Deere & Co. | 0.04% | 5,200 | $2.2M | Reduce -0.0% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.04% | 26,999 | $2.1M | Reduce -2.1% |
| DHR Danaher Corp. | 0.03% | 7,495 | $1.7M | Reduce -0.3% |
| SGIIX First Eagle Global-I | 0.03% | 24,345 | $1.6M | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.03% | 13,521 | $1.6M | No change |
| DOX Amdocs Ltd. | 0.03% | 17,527 | $1.5M | Add +0.5% |
| NSRGY Nestle SA-Spons ADR | 0.03% | 18,240 | $1.5M | Add +10.9% |
| CVX Chevron Corp. | 0.03% | 10,202 | $1.5M | Reduce -9.7% |
| PEG Public Service Enterprise GP | 0.03% | 16,400 | $1.4M | No change |
| VOO Vanguard S&P 500 ETF | 0.03% | 2,505 | $1.3M | Reduce -7.4% |
| GE General Electric filed as GE AEROSPACE | 0.02% | 7,262 | $1.2M | No change |
| AMGN Amgen Inc. | 0.02% | 4,623 | $1.2M | Add +0.7% |
| HES Hess Corp. | 0.02% | 9,000 | $1.2M | No change |
| RTX RTX Corp. | 0.02% | 9,940 | $1.2M | No change |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.02% | 29,700 | $1.1M | No change |
| EW Edwards Lifesciences Corp. | 0.02% | 15,120 | $1.1M | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $678K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| JPMORGAN CHASE & CO (JPM 6 PERP EE) | Common Stock | 26,637 | $678K | Reduce -15.2% |
Total filed on the 13F, all lines: $5.4B.
Portfolio Sells Q3 2024 → Q4 2024
| EPD Enterprise Products Partners | Reduce -48.6% | 0.71% | −0.63 |
| MSFT Microsoft Corp. | Reduce -1.4% | 5.63% | −0.50 |
| GSAT Globalstar Inc. | Sold out | 0.00% | −0.42 |
| RDNT Radnet Inc. | Reduce -4.0% | 3.97% | −0.35 |
| FTRE Fortrea Holdings Inc. | Reduce -3.7% | 1.95% | −0.33 |
| ESGR Enstar Group Ltd. | Reduce -4.7% | 3.26% | −0.33 |
| SHW The Sherwin-Williams Co. | Reduce -27.1% | 0.40% | −0.25 |
| QCOM Qualcomm Inc. | Reduce -1.1% | 0.97% | −0.17 |
| JNJ Johnson & Johnson | Reduce -0.3% | 0.67% | −0.12 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.7% | 0.98% | −0.12 |
| LOW Lowe's Cos Inc. | Reduce -1.0% | 0.69% | −0.11 |
| UNP Union Pacific Corp. | Reduce -0.2% | 0.69% | −0.10 |
| WMS Advanced Drainage Systems Inc. | Reduce -38.3% | 0.05% | −0.06 |
| MRK Merck & Co. Inc. | Reduce -5.6% | 0.21% | −0.06 |
| WAT Waters Corp. | Reduce -0.0% | 1.69% | −0.03 |
| DOV Dover Corp. | Reduce -0.7% | 0.36% | −0.03 |
| TSQ Townsquare Media Inc. Class A | Reduce -0.0% | 0.16% | −0.03 |
| WAB Wabtec Corp. | Reduce -1.8% | 0.90% | −0.02 |
| XOM Exxon Mobil Corp. | Reduce -6.2% | 0.09% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -0.6% | 0.16% | −0.01 |
| HD Home Depot Inc. | Reduce -1.0% | 0.12% | −0.01 |
| BAX Baxter International Inc. | Reduce -23.8% | 0.02% | −0.01 |
| ABBV Abbvie Inc. | Reduce -0.1% | 0.07% | −0.01 |
| PEP Pepsico Inc. | Reduce -0.8% | 0.06% | −0.01 |
| DHR Danaher Corp. | Reduce -0.3% | 0.03% | −0.01 |
| BSX Boston Scientific Corp. | Sold out | 0.00% | −0.01 |
| FDX FedEx Corp. | Reduce -1.0% | 0.16% | −0.01 |
| CVX Chevron Corp. | Reduce -9.7% | 0.03% | −0.01 |
| AMT American Tower Corp. | Sold out | 0.00% | −0.00 |
| MRSH Marsh & McLennan Cos | Sold out | 0.00% | −0.00 |
| NEE Nextera Energy Inc. | Reduce -0.3% | 0.02% | −0.00 |
| POSKX Primecap Odyssey Stock | Sold out | 0.00% | −0.00 |
| GEHC GE Healthcare Technology | Sold out | 0.00% | −0.00 |
| RHHBY Roche Holdings Ltd.-Spons ADR | Sold out | 0.00% | −0.00 |
| AMP Ameriprise Financial Inc. | Sold out | 0.00% | −0.00 |
| AZN Astrazeneca PLC-Spons ADR | Sold out | 0.00% | −0.00 |
| D Dominion Energy Inc. | Reduce -7.2% | 0.02% | −0.00 |
| ONEXF Onex Corporation | Reduce -52.2% | 0.00% | −0.00 |
| ADP Automatic Data Processing | Reduce -2.9% | 0.16% | −0.00 |
| LUMN Lumen Technologies Inc. | Sold out | 0.00% | −0.00 |
| PNC PNC Financial Services Group | Reduce -13.3% | 0.02% | −0.00 |
| VOO Vanguard S&P 500 ETF | Reduce -7.4% | 0.03% | −0.00 |
| SHEL Shell PLC-ADR | Reduce -4.1% | 0.02% | −0.00 |
| SCHV Schwab US Large-Cap Value | Reduce -24.7% | 0.00% | −0.00 |
| RNR Renaissancere Holdings Ltd. | Reduce -5.6% | 0.01% | −0.00 |
| SO The Southern Co. | Reduce -11.5% | 0.01% | −0.00 |
| DE Deere & Co. | Reduce -0.0% | 0.04% | −0.00 |
| VTS Vitesse Energy Inc. | Reduce -0.3% | 0.10% | −0.00 |
| CHCO City Holding Co. | Reduce -11.4% | 0.01% | −0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -17.7% | 0.00% | −0.00 |
Portfolio Buys Q3 2024 → Q4 2024
| GSAT Globalstar Inc. | New | 0.67% | +0.67 |
| CSGP Costar Group Inc. | Add +50.4% | 2.26% | +0.60 |
| OWL Blue Owl Capital Inc. | Add +0.6% | 2.60% | +0.34 |
| SCHW Schwab (charles) Corp. | Add +1.4% | 2.91% | +0.27 |
| MTDR Matador Resources Co. | Add +6.9% | 1.48% | +0.20 |
| FISV Fiserv Inc. | Add +0.5% | 1.95% | +0.17 |
| JPM JPMorgan Chase & Co. | Add +0.2% | 1.91% | +0.15 |
| AXP American Express Co. | Add +0.9% | 2.17% | +0.10 |
| CACC Credit Acceptance Corp. | Add +1.6% | 3.40% | +0.08 |
| WMB Williams Cos Inc. | Add +0.1% | 0.46% | +0.05 |
| HLT Hilton Worldwide Holdings Inc. | Add +0.1% | 1.95% | +0.04 |
| SGIIX First Eagle Global-I | New | 0.03% | +0.03 |
| MA Mastercard Inc. Class A | Add +0.7% | 0.95% | +0.02 |
| ARES Ares Management Corp. Class A | Add +0.1% | 0.23% | +0.02 |
| NTR Nutrien Ltd. | Add +22.8% | 0.17% | +0.01 |
| ORCL Oracle Corp. | New | 0.01% | +0.01 |
| MO Altria Group Inc. | Add +225.1% | 0.01% | +0.01 |
| WM Waste Management Inc. | New | 0.01% | +0.01 |
| SPGI S&P Global Inc. | New | 0.01% | +0.01 |
| V Visa Inc. Class A | Add +0.4% | 0.08% | +0.01 |
| CBRE CBRE Group Inc. Class A | New | 0.01% | +0.01 |
| SDHC Smith Douglas Homes Corp. | Add +58.1% | 0.33% | +0.01 |
| ZTS Zoetis Inc. | New | 0.01% | +0.01 |
| IVINX Nomura Global Growth Fund- A | New | 0.01% | +0.01 |
| ATEYX AB Sustain Global Them-Adv | New | 0.00% | +0.00 |
| WFC Wells Fargo & Co. | New | 0.00% | +0.00 |
| MQIFX Franklin Mutual Quest-Z | New | 0.00% | +0.00 |
| NKE Nike Inc. Class B | New | 0.00% | +0.00 |
| TXN Texas Instruments Inc. | New | 0.00% | +0.00 |
| WBS Webster Financial Corp. | New | 0.00% | +0.00 |
| BKNG Booking Holdings Inc. | New | 0.00% | +0.00 |
| BCAT BlackRock Capital Alloc TR | New | 0.00% | +0.00 |
| TBLD Thornburg Income Builder Opp | New | 0.00% | +0.00 |
| TMO Thermo Fisher Scientific Inc. | Add +45.0% | 0.02% | +0.00 |
| BYPLF Bodycote PLC | New | 0.00% | +0.00 |
| NBXG Neuberger Next Generation Co. | New | 0.00% | +0.00 |
| DITHF DS Smith PLC | New | 0.00% | +0.00 |
| SENS Senseonics Holdings Inc. | New | 0.00% | +0.00 |
| NVDA Nvidia Corp. | Add +2.9% | 0.02% | +0.00 |
| BB Blackberry Ltd. | Add +53.6% | 0.00% | +0.00 |
| CBSH Commerce Bancshares Inc. | Add +5.0% | 0.02% | +0.00 |
| MTB M & T Bank Corp. | Add +0.5% | 0.07% | +0.00 |
| LGGNF Legal & General Group PLC | New | 0.00% | +0.00 |
| LIN Linde PLC | Add +20.6% | 0.06% | +0.00 |
| NINTF Ninety One PLC | New | 0.00% | +0.00 |
| GSM Ferroglobe PLC | Add +32.9% | 0.00% | +0.00 |
| SRE Sempra | Add +0.8% | 0.01% | 0.00 |
| CET Central Securities Corp. | Add +3.7% | 0.01% | −0.00 |
| MCD McDonald's Corp. | Add +8.7% | 0.01% | −0.00 |
| ENB Enbridge Inc. | Add +0.5% | 0.27% | −0.00 |
Notes & Other Activity Q3 2024 → Q4 2024
| JPMORGAN CHASE & CO (JPM 6 PERP EE) | Common Stock | Reduce -15.2% | 26,637 | $678K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |