Beck Mack & Oliver LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Beck Mack & Oliver LLC reported 186 stock positions worth $5.0 billion. Its top holding was Apollo Global Management (APO) at 7.9% of the portfolio, followed by Blackstone (BX, 6.3%) and Arthur J Gallagher (AJG, 5.4%). Compared with Q4 2024, it opened 14 new positions, sold out of 17, added to 55 and reduced 67. The biggest buy was a new position in Somnigroup International (SGI) and the biggest sale Enstar (ESGR, shares −83%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0000010742
- Portfolio Value
- $5.0B (Q1 2025)
- SEC Filing
- 0000010742-25-000008 ↗ filed May 15, 2025
Holdings Value
Holdings 186 stocks · $5.0B
| APO Apollo Global Management Inc. | 7.86% | 2,872,524 | $393.4M | Reduce -2.7% |
| BX Blackstone Inc. | 6.31% | 2,258,639 | $315.7M | Reduce -3.0% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 5.40% | 782,909 | $270.3M | Add +1.5% |
| MSFT Microsoft Corp. | 5.20% | 693,352 | $260.3M | Reduce -3.9% |
| CACC Credit Acceptance Corp. | 4.07% | 394,972 | $203.9M | Add +0.9% |
| ASHTF Ashtead Group PLC | 3.59% | 3,308,677 | $179.5M | Add +5.2% |
| GOOG Alphabet Inc. Class C | 3.57% | 1,142,752 | $178.5M | Reduce -0.8% |
| SCHW Schwab (charles) Corp. | 3.40% | 2,171,570 | $170.0M | Add +2.3% |
| RDNT Radnet Inc. | 3.26% | 3,280,449 | $163.1M | Add +6.9% |
| LH Labcorp Holdings Inc. | 2.92% | 627,018 | $145.9M | Add +2.3% |
| CSGP Costar Group Inc. | 2.87% | 1,810,537 | $143.4M | Add +6.2% |
| FERG Ferguson Enterprises Inc. | 2.76% | 860,774 | $137.9M | Add +34.6% |
| OWL Blue Owl Capital Inc. | 2.71% | 6,777,668 | $135.8M | Add +12.1% |
| ROP Roper Technologies Inc. | 2.64% | 223,779 | $131.9M | Add +3.7% |
| SGI Somnigroup International Inc. | 2.59% | 2,165,950 | $129.7M | New |
| FISV Fiserv Inc. | 2.37% | 538,269 | $118.9M | Add +4.8% |
| ZWS Zurn Elkay Water Solutions C | 2.35% | 3,572,869 | $117.8M | Add +2.5% |
| ABT Abbott Laboratories | 2.23% | 842,669 | $111.8M | Add +4.0% |
| AXP American Express Co. | 2.16% | 401,858 | $108.1M | Add +1.6% |
| JPM JPMorgan Chase & Co. | 2.07% | 421,452 | $103.4M | Reduce -1.9% |
| HLT Hilton Worldwide Holdings Inc. | 1.96% | 431,992 | $98.3M | Add +1.3% |
| WAT Waters Corp. | 1.84% | 249,909 | $92.1M | Add +1.5% |
| MTDR Matador Resources Co. | 1.55% | 1,514,928 | $77.4M | Add +6.8% |
| JEF Jefferies Financial Group Inc. | 1.41% | 1,312,904 | $70.3M | Reduce -3.3% |
| GOOGL Alphabet Inc. Class A | 1.38% | 447,066 | $69.1M | Reduce -4.9% |
| MKL Markel Group Inc. | 1.11% | 29,727 | $55.6M | Reduce -1.6% |
| RUSHA Rush Enterprises Inc. Class A | 1.09% | 1,023,762 | $54.7M | Reduce -4.6% |
| MA Mastercard Inc. Class A | 1.09% | 99,421 | $54.5M | Add +2.4% |
| QCOM Qualcomm Inc. | 1.04% | 339,488 | $52.1M | Reduce -0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.97% | 91,521 | $48.7M | Reduce -21.6% |
| WAB Wabtec Corp. | 0.90% | 248,811 | $45.1M | Reduce -3.3% |
| JNJ Johnson & Johnson | 0.76% | 230,280 | $38.2M | Reduce -7.8% |
| UNP Union Pacific Corp. | 0.73% | 155,557 | $36.7M | Reduce -5.3% |
| LOW Lowe's Cos Inc. | 0.69% | 148,876 | $34.7M | Reduce -0.8% |
| EPD Enterprise Products Partners | 0.67% | 989,310 | $33.8M | Reduce -18.8% |
| ESGR Enstar Group Ltd. | 0.61% | 92,327 | $30.7M | Reduce -83.1% |
| BN Brookfield Corp. | 0.59% | 565,655 | $29.6M | Reduce -1.8% |
| AMZN Amazon.com Inc. | 0.57% | 149,164 | $28.4M | Add +12.2% |
| WMB Williams Cos Inc. | 0.54% | 453,674 | $27.1M | Reduce -1.3% |
| WMT Walmart Inc. | 0.54% | 305,626 | $26.8M | Reduce -2.5% |
| WBD Warner Bros Discovery Inc. | 0.50% | 2,347,279 | $25.2M | Reduce -3.4% |
| GSAT Globalstar Inc. | 0.49% | 1,178,230 | $24.6M | Add +0.6% |
| AAPL Apple Inc. | 0.49% | 110,509 | $24.5M | Reduce -0.5% |
| FTRE Fortrea Holdings Inc. | 0.44% | 2,935,111 | $22.2M | Reduce -47.9% |
| TEVA Teva Pharmaceutical-SP ADR | 0.36% | 1,170,735 | $18.0M | Reduce -2.2% |
| HUBB Hubbell Inc. | 0.34% | 50,669 | $16.8M | Reduce -1.5% |
| SDHC Smith Douglas Homes Corp. | 0.33% | 840,975 | $16.4M | Add +20.2% |
| ENB Enbridge Inc. | 0.31% | 348,194 | $15.4M | Reduce -0.4% |
| DUK Duke Energy Corp. | 0.31% | 126,365 | $15.4M | Add +0.8% |
| SYY Sysco Corp. | 0.27% | 182,311 | $13.7M | Reduce -1.5% |
| SHW The Sherwin-Williams Co. | 0.27% | 38,139 | $13.3M | Reduce -40.6% |
| DOV Dover Corp. | 0.23% | 66,848 | $11.7M | Reduce -35.0% |
| VZ Verizon Communications Inc. | 0.21% | 234,921 | $10.7M | Reduce -4.6% |
| ARES Ares Management Corp. Class A | 0.21% | 71,327 | $10.5M | Add +0.5% |
| PKE Park Aerospace Corp. | 0.20% | 761,797 | $10.2M | Reduce -0.0% |
| DIBS 1STDIBS.COM Inc. | 0.20% | 3,344,426 | $10.2M | Add +1.7% |
| CWGL Crimson Wine Group Ltd. | 0.20% | 1,716,152 | $9.9M | Reduce -0.3% |
| MRK Merck & Co. Inc. | 0.19% | 106,892 | $9.6M | Reduce -5.2% |
| COST Costco Wholesale Corp. | 0.19% | 9,912 | $9.4M | Reduce -5.5% |
| NTR Nutrien Ltd. | 0.19% | 186,820 | $9.3M | Reduce -7.2% |
| PG The Procter & Gamble Co. | 0.18% | 51,691 | $8.8M | Add +1.5% |
| ADP Automatic Data Processing | 0.17% | 28,233 | $8.6M | Reduce -3.1% |
| TSQ Townsquare Media Inc. Class A | 0.15% | 943,714 | $7.7M | Reduce -1.7% |
| FDX FedEx Corp. | 0.14% | 29,708 | $7.2M | Reduce -2.1% |
| KKR KKR & Co. Inc. | 0.14% | 60,766 | $7.0M | Reduce -0.2% |
| HD Home Depot Inc. | 0.13% | 18,084 | $6.6M | Add +8.7% |
| KMB Kimberly-Clark Corp. | 0.13% | 44,748 | $6.4M | No change |
| PGR Progressive Corp. | 0.12% | 20,646 | $5.8M | Add +7.9% |
| XOM Exxon Mobil Corp. | 0.11% | 46,054 | $5.5M | Add +0.7% |
| VTS Vitesse Energy Inc. | 0.10% | 208,816 | $5.1M | Reduce -0.3% |
| AXS Axis Capital Holdings Ltd. | 0.10% | 50,706 | $5.1M | Reduce -0.2% |
| V Visa Inc. Class A | 0.10% | 14,312 | $5.0M | Add +1.9% |
| BAM Brookfield Asset Mgmt-A | 0.10% | 102,301 | $5.0M | Reduce -1.3% |
| LIN Linde PLC | 0.08% | 8,291 | $3.9M | No change |
| AWI Armstrong World Industries | 0.08% | 27,356 | $3.9M | No change |
| ABBV Abbvie Inc. | 0.08% | 18,191 | $3.8M | Reduce -15.3% |
| PEP Pepsico Inc. | 0.07% | 23,757 | $3.6M | Add +13.2% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.07% | 19,103 | $3.4M | Reduce -10.3% |
| GLD SPDR Gold Shares | 0.07% | 11,475 | $3.3M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.06% | 4 | $3.2M | Reduce -50.0% |
| LOAR Loar Holdings Inc. | 0.06% | 45,000 | $3.2M | Reduce -30.8% |
| GL Globe Life Inc. | 0.06% | 21,125 | $2.8M | No change |
| IVV iShares Core S&P 500 ETF | 0.05% | 4,407 | $2.5M | No change |
| DE Deere & Co. | 0.05% | 5,200 | $2.4M | No change |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.04% | 26,468 | $2.2M | Reduce -2.0% |
| PFE Pfizer Inc. | 0.04% | 87,506 | $2.2M | Add +1.7% |
| NSRGY Nestle SA-Spons ADR | 0.04% | 18,190 | $1.8M | Reduce -0.3% |
| CVX Chevron Corp. | 0.04% | 10,477 | $1.8M | Add +2.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.03% | 13,521 | $1.6M | No change |
| DOX Amdocs Ltd. | 0.03% | 17,617 | $1.6M | Add +0.5% |
| WMS Advanced Drainage Systems Inc. | 0.03% | 14,065 | $1.5M | Reduce -36.8% |
| AMGN Amgen Inc. | 0.03% | 4,905 | $1.5M | Add +6.1% |
| GE General Electric filed as GE AEROSPACE | 0.03% | 7,262 | $1.5M | No change |
| HES Hess Corp. | 0.03% | 9,000 | $1.4M | No change |
| CVS CVS Health Corp. | 0.03% | 20,963 | $1.4M | Add +2.6% |
| LAMR Lamar Advertising Co. Class A | 0.03% | 12,465 | $1.4M | New |
| RTX RTX Corp. | 0.03% | 10,670 | $1.4M | Add +7.3% |
| KO The Coca-Cola Co. | 0.03% | 19,541 | $1.4M | Add +12.7% |
| PEG Public Service Enterprise GP | 0.03% | 16,400 | $1.3M | No change |
| DHR Danaher Corp. | 0.03% | 6,411 | $1.3M | Reduce -14.5% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $666K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| JPMORGAN CHASE & CO (JPM 6 PERP EE) | Common Stock | 26,637 | $666K | No change |
Total filed on the 13F, all lines: $5.0B.
Portfolio Sells Q4 2024 → Q1 2025
| ESGR Enstar Group Ltd. | Reduce -83.1% | 0.61% | −2.65 |
| FTRE Fortrea Holdings Inc. | Reduce -47.9% | 0.44% | −1.50 |
| APO Apollo Global Management Inc. | Reduce -2.7% | 7.86% | −1.17 |
| BX Blackstone Inc. | Reduce -3.0% | 6.31% | −1.12 |
| JEF Jefferies Financial Group Inc. | Reduce -3.3% | 1.41% | −0.57 |
| GOOG Alphabet Inc. Class C | Reduce -0.8% | 3.57% | −0.49 |
| MSFT Microsoft Corp. | Reduce -3.9% | 5.20% | −0.43 |
| GOOGL Alphabet Inc. Class A | Reduce -4.9% | 1.38% | −0.27 |
| SHW The Sherwin-Williams Co. | Reduce -40.6% | 0.27% | −0.14 |
| TEVA Teva Pharmaceutical-SP ADR | Reduce -2.2% | 0.36% | −0.13 |
| DOV Dover Corp. | Reduce -35.0% | 0.23% | −0.12 |
| HUBB Hubbell Inc. | Reduce -1.5% | 0.34% | −0.06 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -50.0% | 0.06% | −0.04 |
| EPD Enterprise Products Partners | Reduce -18.8% | 0.67% | −0.03 |
| SGIIX First Eagle Global-I | Sold out | 0.00% | −0.03 |
| KKR KKR & Co. Inc. | Reduce -0.2% | 0.14% | −0.03 |
| LOAR Loar Holdings Inc. | Reduce -30.8% | 0.06% | −0.03 |
| AAPL Apple Inc. | Reduce -0.5% | 0.49% | −0.02 |
| BN Brookfield Corp. | Reduce -1.8% | 0.59% | −0.02 |
| WMS Advanced Drainage Systems Inc. | Reduce -36.8% | 0.03% | −0.02 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -5.2% | 0.19% | −0.02 |
| CNI Canadian Natl Railway Co. | Sold out | 0.00% | −0.01 |
| FDX FedEx Corp. | Reduce -2.1% | 0.14% | −0.01 |
| TSQ Townsquare Media Inc. Class A | Reduce -1.7% | 0.15% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -21.6% | 0.97% | −0.01 |
| IDXX Idexx Laboratories Inc. | Reduce -42.6% | 0.01% | −0.01 |
| MTB M & T Bank Corp. | Reduce -10.3% | 0.07% | −0.01 |
| CBSH Commerce Bancshares Inc. | Reduce -39.1% | 0.01% | −0.01 |
| DHR Danaher Corp. | Reduce -14.5% | 0.03% | −0.01 |
| NVDA Nvidia Corp. | Reduce -19.2% | 0.01% | −0.01 |
| IVINX Nomura Global Growth Fund- A | Sold out | 0.00% | −0.01 |
| ATEYX AB Sustain Global Them-Adv | Sold out | 0.00% | −0.00 |
| BAM Brookfield Asset Mgmt-A | Reduce -1.3% | 0.10% | −0.00 |
| CWGL Crimson Wine Group Ltd. | Reduce -0.3% | 0.20% | −0.00 |
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −0.00 |
| MQIFX Franklin Mutual Quest-Z | Sold out | 0.00% | −0.00 |
| KMI Kinder Morgan Inc. | Sold out | 0.00% | −0.00 |
| BKNG Booking Holdings Inc. | Sold out | 0.00% | −0.00 |
| ONEXF Onex Corporation | Sold out | 0.00% | −0.00 |
| MTD Mettler-Toledo International | Reduce -22.5% | 0.02% | −0.00 |
| BCAT BlackRock Capital Alloc TR | Sold out | 0.00% | −0.00 |
| TBLD Thornburg Income Builder Opp | Sold out | 0.00% | −0.00 |
| NBXG Neuberger Next Generation Co. | Sold out | 0.00% | −0.00 |
| PKE Park Aerospace Corp. | Reduce -0.0% | 0.20% | −0.00 |
| DITHF DS Smith PLC | Sold out | 0.00% | −0.00 |
| WAB Wabtec Corp. | Reduce -3.3% | 0.90% | −0.00 |
| CHCO City Holding Co. | Reduce -16.1% | 0.01% | −0.00 |
| ACN Accenture PLC Class A | Reduce -2.2% | 0.01% | −0.00 |
| LGGNF Legal & General Group PLC | Sold out | 0.00% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| SGI Somnigroup International Inc. | New | 2.59% | +2.59 |
| AJG Arthur J Gallagher & Co. | Add +1.5% | 5.40% | +1.35 |
| FERG Ferguson Enterprises Inc. | Add +34.6% | 2.76% | +0.70 |
| CACC Credit Acceptance Corp. | Add +0.9% | 4.07% | +0.67 |
| CSGP Costar Group Inc. | Add +6.2% | 2.87% | +0.61 |
| ROP Roper Technologies Inc. | Add +3.7% | 2.64% | +0.56 |
| ABT Abbott Laboratories | Add +4.0% | 2.23% | +0.54 |
| SCHW Schwab (charles) Corp. | Add +2.3% | 3.40% | +0.49 |
| FISV Fiserv Inc. | Add +4.8% | 2.37% | +0.42 |
| LH Labcorp Holdings Inc. | Add +2.3% | 2.92% | +0.31 |
| WAT Waters Corp. | Add +1.5% | 1.84% | +0.15 |
| MA Mastercard Inc. Class A | Add +2.4% | 1.09% | +0.14 |
| OWL Blue Owl Capital Inc. | Add +12.1% | 2.71% | +0.11 |
| MTDR Matador Resources Co. | Add +6.8% | 1.55% | +0.07 |
| DUK Duke Energy Corp. | Add +0.8% | 0.31% | +0.06 |
| PGR Progressive Corp. | Add +7.9% | 0.12% | +0.03 |
| LAMR Lamar Advertising Co. Class A | New | 0.03% | +0.03 |
| AMZN Amazon.com Inc. | Add +12.2% | 0.57% | +0.03 |
| META Meta Platforms Inc. Class A | New | 0.02% | +0.02 |
| XOM Exxon Mobil Corp. | Add +0.7% | 0.11% | +0.02 |
| V Visa Inc. Class A | Add +1.9% | 0.10% | +0.02 |
| PG The Procter & Gamble Co. | Add +1.5% | 0.18% | +0.02 |
| HLT Hilton Worldwide Holdings Inc. | Add +1.3% | 1.96% | +0.01 |
| HD Home Depot Inc. | Add +8.7% | 0.13% | +0.01 |
| PEP Pepsico Inc. | Add +13.2% | 0.07% | +0.01 |
| CVS CVS Health Corp. | Add +2.6% | 0.03% | +0.01 |
| VFIAX Vanguard 500 Index-Adm | New | 0.01% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +124.3% | 0.02% | +0.01 |
| FXAIX Fidelity 500 Index Fund | New | 0.01% | +0.01 |
| MS Morgan Stanley | Add +145.0% | 0.01% | +0.01 |
| AMGN Amgen Inc. | Add +6.1% | 0.03% | +0.01 |
| KO The Coca-Cola Co. | Add +12.7% | 0.03% | +0.01 |
| CMCSA Comcast Corp. Class A | Add +64.0% | 0.02% | +0.01 |
| CVX Chevron Corp. | Add +2.7% | 0.04% | +0.01 |
| MO Altria Group Inc. | Add +26.0% | 0.02% | +0.01 |
| RTX RTX Corp. | Add +7.3% | 0.03% | +0.01 |
| MCD McDonald's Corp. | Add +73.1% | 0.01% | +0.01 |
| EOG EOG Resources Inc. | Add +77.5% | 0.01% | +0.01 |
| YUM Yum! Brands Inc. | New | 0.01% | +0.01 |
| RHHBY Roche Holdings Ltd.-Spons ADR | New | 0.00% | +0.00 |
| DOX Amdocs Ltd. | Add +0.5% | 0.03% | +0.00 |
| AMT American Tower Corp. | New | 0.00% | +0.00 |
| BMY Bristol-Myers Squibb Co. | New | 0.00% | +0.00 |
| GEHC GE Healthcare Technology | New | 0.00% | +0.00 |
| KLAC KLA Corp. | New | 0.00% | +0.00 |
| HUDSON PAC PPTYS INC | New | 0.00% | +0.00 |
| PFE Pfizer Inc. | Add +1.7% | 0.04% | +0.00 |
| WM Waste Management Inc. | Add +1.1% | 0.01% | +0.00 |
| AB Alliancebernstein Holding LP | Add +15.7% | 0.01% | +0.00 |
| WFC Wells Fargo & Co. | Add +14.3% | 0.01% | +0.00 |
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 |