Beck Mack & Oliver LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Beck Mack & Oliver LLC reported 188 stock positions worth $5.2 billion. Its top holding was Apollo Global Management (APO) at 7.6% of the portfolio, followed by Blackstone (BX, 6.3%) and Microsoft (MSFT, 6.1%). Compared with Q1 2025, it opened 9 new positions, sold out of 7, added to 35 and reduced 87. The biggest buy was Ferguson Enterprises (FERG, shares +0%) and the biggest sale Arthur J Gallagher (AJG, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0000010742
- Portfolio Value
- $5.2B (Q2 2025)
- SEC Filing
- 0000010742-25-000016 ↗ filed Aug 14, 2025
Holdings Value
Holdings 188 stocks · $5.2B
| APO Apollo Global Management Inc. | 7.59% | 2,803,762 | $397.8M | Reduce -2.4% |
| BX Blackstone Inc. | 6.33% | 2,216,245 | $331.5M | Reduce -1.9% |
| MSFT Microsoft Corp. | 6.14% | 646,907 | $321.8M | Reduce -6.7% |
| ASHTF Ashtead Group PLC | 4.29% | 3,512,867 | $224.9M | Add +6.2% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 4.29% | 701,443 | $224.5M | Reduce -10.4% |
| GOOG Alphabet Inc. Class C | 3.78% | 1,117,583 | $198.2M | Reduce -2.2% |
| SCHW Schwab (charles) Corp. | 3.67% | 2,104,071 | $192.0M | Reduce -3.1% |
| CACC Credit Acceptance Corp. | 3.66% | 376,383 | $191.7M | Reduce -4.7% |
| FERG Ferguson Enterprises Inc. | 3.58% | 861,884 | $187.7M | Add +0.1% |
| RDNT Radnet Inc. | 3.55% | 3,263,141 | $185.7M | Reduce -0.5% |
| LH Labcorp Holdings Inc. | 3.08% | 614,035 | $161.2M | Reduce -2.1% |
| SGI Somnigroup International Inc. | 3.04% | 2,336,285 | $159.0M | Add +7.9% |
| CSGP Costar Group Inc. | 2.65% | 1,726,646 | $138.8M | Reduce -4.6% |
| ZWS Zurn Elkay Water Solutions C | 2.59% | 3,706,347 | $135.5M | Add +3.7% |
| OWL Blue Owl Capital Inc. | 2.49% | 6,776,226 | $130.2M | Reduce -0.0% |
| AXP American Express Co. | 2.46% | 403,450 | $128.7M | Add +0.4% |
| ROP Roper Technologies Inc. | 2.45% | 226,438 | $128.4M | Add +1.2% |
| JPM JPMorgan Chase & Co. | 2.24% | 403,865 | $117.1M | Reduce -4.2% |
| ABT Abbott Laboratories | 2.20% | 846,403 | $115.1M | Add +0.4% |
| HLT Hilton Worldwide Holdings Inc. | 2.12% | 416,673 | $111.0M | Reduce -3.5% |
| FISV Fiserv Inc. | 2.09% | 634,903 | $109.5M | Add +17.9% |
| WAT Waters Corp. | 1.66% | 249,188 | $87.0M | Reduce -0.3% |
| GOOGL Alphabet Inc. Class A | 1.44% | 426,632 | $75.2M | Reduce -4.6% |
| JEF Jefferies Financial Group Inc. | 1.34% | 1,283,354 | $70.2M | Reduce -2.3% |
| MTDR Matador Resources Co. | 1.28% | 1,407,822 | $67.2M | Reduce -7.1% |
| QCOM Qualcomm Inc. | 1.03% | 340,230 | $54.2M | Add +0.2% |
| MA Mastercard Inc. Class A | 1.03% | 95,617 | $53.7M | Reduce -3.8% |
| MKL Markel Group Inc. | 0.97% | 25,350 | $50.6M | Reduce -14.7% |
| WAB Wabtec Corp. | 0.97% | 241,765 | $50.6M | Reduce -2.8% |
| RUSHA Rush Enterprises Inc. Class A | 0.97% | 981,388 | $50.6M | Reduce -4.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.88% | 94,625 | $46.0M | Add +3.4% |
| AMZN Amazon.com Inc. | 0.75% | 178,920 | $39.3M | Add +19.9% |
| BN Brookfield Corp. | 0.67% | 563,555 | $34.9M | Reduce -0.4% |
| JNJ Johnson & Johnson | 0.66% | 226,955 | $34.7M | Reduce -1.4% |
| LOW Lowe's Cos Inc. | 0.60% | 142,143 | $31.5M | Reduce -4.5% |
| WMT Walmart Inc. | 0.56% | 300,707 | $29.4M | Reduce -1.6% |
| UNP Union Pacific Corp. | 0.56% | 127,641 | $29.4M | Reduce -17.9% |
| WMB Williams Cos Inc. | 0.54% | 451,474 | $28.4M | Reduce -0.5% |
| GSAT Globalstar Inc. | 0.53% | 1,180,835 | $27.8M | Add +0.2% |
| EPD Enterprise Products Partners | 0.53% | 894,860 | $27.7M | Reduce -9.6% |
| WBD Warner Bros Discovery Inc. | 0.49% | 2,243,179 | $25.7M | Reduce -4.4% |
| AAPL Apple Inc. | 0.44% | 112,966 | $23.2M | Add +2.2% |
| HUBB Hubbell Inc. | 0.39% | 49,769 | $20.3M | Reduce -1.8% |
| ESGR Enstar Group Ltd. | 0.37% | 57,696 | $19.4M | Reduce -37.5% |
| TEVA Teva Pharmaceutical-SP ADR | 0.35% | 1,098,985 | $18.4M | Reduce -6.1% |
| SDHC Smith Douglas Homes Corp. | 0.31% | 835,685 | $16.2M | Reduce -0.6% |
| ENB Enbridge Inc. | 0.30% | 347,594 | $15.8M | Reduce -0.2% |
| DUK Duke Energy Corp. | 0.28% | 125,965 | $14.9M | Reduce -0.3% |
| SYY Sysco Corp. | 0.26% | 182,111 | $13.8M | Reduce -0.1% |
| SHW The Sherwin-Williams Co. | 0.23% | 35,763 | $12.3M | Reduce -6.2% |
| ARES Ares Management Corp. Class A | 0.22% | 65,587 | $11.4M | Reduce -8.1% |
| PKE Park Aerospace Corp. | 0.21% | 752,097 | $11.1M | Reduce -1.3% |
| NTR Nutrien Ltd. | 0.21% | 186,040 | $10.8M | Reduce -0.4% |
| VZ Verizon Communications Inc. | 0.19% | 232,821 | $10.1M | Reduce -0.9% |
| DOV Dover Corp. | 0.19% | 54,608 | $10.0M | Reduce -18.3% |
| FTRE Fortrea Holdings Inc. | 0.19% | 2,018,932 | $10.0M | Reduce -31.2% |
| COST Costco Wholesale Corp. | 0.19% | 9,881 | $9.8M | Reduce -0.3% |
| CWGL Crimson Wine Group Ltd. | 0.18% | 1,707,552 | $9.4M | Reduce -0.5% |
| DIBS 1STDIBS.COM Inc. | 0.17% | 3,287,819 | $9.0M | Reduce -1.7% |
| ADP Automatic Data Processing | 0.17% | 28,165 | $8.7M | Reduce -0.2% |
| PG The Procter & Gamble Co. | 0.16% | 51,938 | $8.3M | Add +0.5% |
| MRK Merck & Co. Inc. | 0.15% | 97,682 | $7.7M | Reduce -8.6% |
| TSQ Townsquare Media Inc. Class A | 0.15% | 967,425 | $7.7M | Add +2.5% |
| KKR KKR & Co. Inc. | 0.15% | 57,466 | $7.6M | Reduce -5.4% |
| FDX FedEx Corp. | 0.13% | 29,544 | $6.7M | Reduce -0.6% |
| HD Home Depot Inc. | 0.13% | 18,189 | $6.7M | Add +0.6% |
| PGR Progressive Corp. | 0.12% | 24,464 | $6.5M | Add +18.5% |
| KMB Kimberly-Clark Corp. | 0.11% | 44,498 | $5.7M | Reduce -0.6% |
| BAM Brookfield Asset Mgmt-A | 0.10% | 97,102 | $5.4M | Reduce -5.1% |
| AXS Axis Capital Holdings Ltd. | 0.09% | 47,706 | $5.0M | Reduce -5.9% |
| XOM Exxon Mobil Corp. | 0.09% | 44,934 | $4.8M | Reduce -2.4% |
| V Visa Inc. Class A | 0.09% | 13,425 | $4.8M | Reduce -6.2% |
| VTS Vitesse Energy Inc. | 0.09% | 208,346 | $4.6M | Reduce -0.2% |
| AWI Armstrong World Industries | 0.08% | 27,256 | $4.4M | Reduce -0.4% |
| LIN Linde PLC | 0.07% | 8,291 | $3.9M | No change |
| GLD SPDR Gold Shares | 0.07% | 11,475 | $3.5M | No change |
| ABBV Abbvie Inc. | 0.06% | 18,291 | $3.4M | Add +0.6% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.06% | 17,451 | $3.4M | Reduce -8.7% |
| PEP Pepsico Inc. | 0.06% | 23,903 | $3.2M | Add +0.6% |
| IVV iShares Core S&P 500 ETF | 0.05% | 4,407 | $2.7M | No change |
| DE Deere & Co. | 0.05% | 5,350 | $2.7M | Add +2.9% |
| GL Globe Life Inc. | 0.05% | 21,125 | $2.6M | No change |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.04% | 25,877 | $2.4M | Reduce -2.2% |
| PFE Pfizer Inc. | 0.04% | 88,625 | $2.1M | Add +1.3% |
| GE General Electric filed as GE AEROSPACE | 0.04% | 7,262 | $1.9M | No change |
| NSRGY Nestle SA-Spons ADR | 0.03% | 18,290 | $1.8M | Add +0.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.03% | 13,521 | $1.7M | No change |
| DOX Amdocs Ltd. | 0.03% | 17,725 | $1.6M | Add +0.6% |
| META Meta Platforms Inc. Class A | 0.03% | 2,084 | $1.5M | Reduce -0.9% |
| RTX RTX Corp. | 0.03% | 10,215 | $1.5M | Reduce -4.3% |
| CVX Chevron Corp. | 0.03% | 10,237 | $1.5M | Reduce -2.3% |
| CVS CVS Health Corp. | 0.03% | 20,853 | $1.4M | Reduce -0.5% |
| VOO Vanguard S&P 500 ETF | 0.03% | 2,505 | $1.4M | No change |
| WMS Advanced Drainage Systems Inc. | 0.03% | 12,194 | $1.4M | Reduce -13.3% |
| AMGN Amgen Inc. | 0.03% | 4,992 | $1.4M | Add +1.8% |
| PEG Public Service Enterprise GP | 0.03% | 16,400 | $1.4M | No change |
| RKT Rocket Cos Inc. Class A | 0.02% | 90,000 | $1.3M | New |
| DHR Danaher Corp. | 0.02% | 6,395 | $1.3M | Reduce -0.3% |
| HES Hess Corp. | 0.02% | 9,000 | $1.2M | No change |
| KO The Coca-Cola Co. | 0.02% | 17,421 | $1.2M | Reduce -10.8% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $672K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| JPMORGAN CHASE & CO (JPM 6 PERP EE) | Common Stock | 26,637 | $672K | No change |
Total filed on the 13F, all lines: $5.2B.
Portfolio Sells Q1 2025 → Q2 2025
| AJG Arthur J Gallagher & Co. | Reduce -10.4% | 4.29% | −1.11 |
| CACC Credit Acceptance Corp. | Reduce -4.7% | 3.66% | −0.41 |
| APO Apollo Global Management Inc. | Reduce -2.4% | 7.59% | −0.26 |
| MTDR Matador Resources Co. | Reduce -7.1% | 1.28% | −0.26 |
| FTRE Fortrea Holdings Inc. | Reduce -31.2% | 0.19% | −0.25 |
| ESGR Enstar Group Ltd. | Reduce -37.5% | 0.37% | −0.24 |
| OWL Blue Owl Capital Inc. | Reduce -0.0% | 2.49% | −0.23 |
| CSGP Costar Group Inc. | Reduce -4.6% | 2.65% | −0.22 |
| WAT Waters Corp. | Reduce -0.3% | 1.66% | −0.18 |
| UNP Union Pacific Corp. | Reduce -17.9% | 0.56% | −0.17 |
| EPD Enterprise Products Partners | Reduce -9.6% | 0.53% | −0.14 |
| MKL Markel Group Inc. | Reduce -14.7% | 0.97% | −0.14 |
| RUSHA Rush Enterprises Inc. Class A | Reduce -4.1% | 0.97% | −0.13 |
| JNJ Johnson & Johnson | Reduce -1.4% | 0.66% | −0.10 |
| LOW Lowe's Cos Inc. | Reduce -4.5% | 0.60% | −0.09 |
| JEF Jefferies Financial Group Inc. | Reduce -2.3% | 1.34% | −0.07 |
| BRK.A Berkshire Hathaway Inc. Class A | Sold out | 0.00% | −0.06 |
| MA Mastercard Inc. Class A | Reduce -3.8% | 1.03% | −0.06 |
| LOAR Loar Holdings Inc. | Reduce -88.9% | 0.01% | −0.06 |
| MRK Merck & Co. Inc. | Reduce -8.6% | 0.15% | −0.04 |
| DOV Dover Corp. | Reduce -18.3% | 0.19% | −0.04 |
| SHW The Sherwin-Williams Co. | Reduce -6.2% | 0.23% | −0.03 |
| DIBS 1STDIBS.COM Inc. | Reduce -1.7% | 0.17% | −0.03 |
| DUK Duke Energy Corp. | Reduce -0.3% | 0.28% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -0.9% | 0.19% | −0.02 |
| CWGL Crimson Wine Group Ltd. | Reduce -0.5% | 0.18% | −0.02 |
| SDHC Smith Douglas Homes Corp. | Reduce -0.6% | 0.31% | −0.02 |
| KMB Kimberly-Clark Corp. | Reduce -0.6% | 0.11% | −0.02 |
| XOM Exxon Mobil Corp. | Reduce -2.4% | 0.09% | −0.02 |
| UNH Unitedhealth Group Inc. | Reduce -58.0% | 0.01% | −0.02 |
| FDX FedEx Corp. | Reduce -0.6% | 0.13% | −0.02 |
| VTS Vitesse Energy Inc. | Reduce -0.2% | 0.09% | −0.01 |
| LAMR Lamar Advertising Co. Class A | Reduce -51.9% | 0.01% | −0.01 |
| WBD Warner Bros Discovery Inc. | Reduce -4.4% | 0.49% | −0.01 |
| SYY Sysco Corp. | Reduce -0.1% | 0.26% | −0.01 |
| V Visa Inc. Class A | Reduce -6.2% | 0.09% | −0.01 |
| FXAIX Fidelity 500 Index Fund | Sold out | 0.00% | −0.01 |
| DFS Discover Financial Services | Sold out | 0.00% | −0.01 |
| TEVA Teva Pharmaceutical-SP ADR | Reduce -6.1% | 0.35% | −0.01 |
| ENB Enbridge Inc. | Reduce -0.2% | 0.30% | −0.01 |
| CVX Chevron Corp. | Reduce -2.3% | 0.03% | −0.01 |
| AXS Axis Capital Holdings Ltd. | Reduce -5.9% | 0.09% | −0.01 |
| ADP Automatic Data Processing | Reduce -0.2% | 0.17% | −0.01 |
| BAX Baxter International Inc. | Reduce -10.8% | 0.01% | −0.00 |
| KO The Coca-Cola Co. | Reduce -10.8% | 0.02% | −0.00 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.00 |
| GEHC GE Healthcare Technology | Sold out | 0.00% | −0.00 |
| WMS Advanced Drainage Systems Inc. | Reduce -13.3% | 0.03% | −0.00 |
| MTB M & T Bank Corp. | Reduce -8.7% | 0.06% | −0.00 |
| IDXX Idexx Laboratories Inc. | Reduce -45.8% | 0.01% | −0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| FERG Ferguson Enterprises Inc. | Add +0.1% | 3.58% | +0.83 |
| ASHTF Ashtead Group PLC | Add +6.2% | 4.29% | +0.71 |
| SGI Somnigroup International Inc. | Add +7.9% | 3.04% | +0.44 |
| AXP American Express Co. | Add +0.4% | 2.46% | +0.30 |
| ZWS Zurn Elkay Water Solutions C | Add +3.7% | 2.59% | +0.23 |
| AMZN Amazon.com Inc. | Add +19.9% | 0.75% | +0.18 |
| GSAT Globalstar Inc. | Add +0.2% | 0.53% | +0.04 |
| RKT Rocket Cos Inc. Class A | New | 0.02% | +0.02 |
| COF Capital One Financial Corp. | New | 0.01% | +0.01 |
| PGR Progressive Corp. | Add +18.5% | 0.12% | +0.01 |
| NVDA Nvidia Corp. | Add +13.9% | 0.02% | +0.01 |
| DTEGY Deutsche Telekom AG-Spon ADR | New | 0.01% | +0.01 |
| TSLA Tesla Inc. | New | 0.01% | +0.01 |
| BKNG Booking Holdings Inc. | New | 0.00% | +0.00 |
| CL Colgate-Palmolive Co. | New | 0.00% | +0.00 |
| ONEXF Onex Corporation | New | 0.00% | +0.00 |
| DE Deere & Co. | Add +2.9% | 0.05% | +0.00 |
| CARR Carrier Global Corp. | Add +3.7% | 0.01% | +0.00 |
| IBM Intl Business Machines Corp. | Add +0.1% | 0.01% | +0.00 |
| VRCA Verrica Pharmaceuticals Inc. | New | 0.00% | +0.00 |
| UP Wheels Up Experience Inc. | New | 0.00% | +0.00 |
| SPGI S&P Global Inc. | Add +6.8% | 0.01% | +0.00 |
| SRE Sempra | Add +0.9% | 0.01% | +0.00 |
| ELV Elevance Health Inc. | Add +18.1% | 0.01% | +0.00 |
| CET Central Securities Corp. | Add +0.0% | 0.01% | +0.00 |
| RHHBY Roche Holdings Ltd.-Spons ADR | Add +3.4% | 0.00% | −0.00 |
| SENS Senseonics Holdings Inc. | Add +16.4% | 0.00% | −0.00 |
| ACN Accenture PLC Class A | Add +0.8% | 0.01% | −0.00 |
| MCD McDonald's Corp. | Add +2.3% | 0.01% | −0.00 |
| DOX Amdocs Ltd. | Add +0.6% | 0.03% | −0.00 |
| NSRGY Nestle SA-Spons ADR | Add +0.6% | 0.03% | −0.00 |
| PFE Pfizer Inc. | Add +1.3% | 0.04% | −0.00 |
| AMGN Amgen Inc. | Add +1.8% | 0.03% | −0.00 |
| HD Home Depot Inc. | Add +0.6% | 0.13% | −0.01 |
| QCOM Qualcomm Inc. | Add +0.2% | 1.03% | −0.01 |
| TSQ Townsquare Media Inc. Class A | Add +2.5% | 0.15% | −0.01 |
| PEP Pepsico Inc. | Add +0.6% | 0.06% | −0.01 |
| ABBV Abbvie Inc. | Add +0.6% | 0.06% | −0.01 |
| PG The Procter & Gamble Co. | Add +0.5% | 0.16% | −0.02 |
| ABT Abbott Laboratories | Add +0.4% | 2.20% | −0.04 |
| AAPL Apple Inc. | Add +2.2% | 0.44% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +3.4% | 0.88% | −0.10 |
| ROP Roper Technologies Inc. | Add +1.2% | 2.45% | −0.19 |
| FISV Fiserv Inc. | Add +17.9% | 2.09% | −0.28 |
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 |