Beck Mack & Oliver LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Beck Mack & Oliver LLC reported 186 stock positions worth $5.5 billion. Its top holding was Blackstone (BX) at 6.7% of the portfolio, followed by Apollo Global Management (APO, 6.7%) and Microsoft (MSFT, 5.4%). Compared with Q2 2025, it opened 9 new positions, sold out of 11, added to 33 and reduced 70. The biggest buy was a new position in Fiserv and the biggest sale an exit from Fiserv (FISV).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0000010742
- Portfolio Value
- $5.5B (Q3 2025)
- SEC Filing
- 0000010742-25-000021 ↗ filed Nov 14, 2025
Holdings Value
Holdings 186 stocks · $5.5B
| BX Blackstone Inc. | 6.69% | 2,154,186 | $368.0M | Reduce -2.8% |
| APO Apollo Global Management Inc. | 6.68% | 2,757,452 | $367.5M | Reduce -1.6% |
| MSFT Microsoft Corp. | 5.41% | 574,732 | $297.7M | Reduce -11.2% |
| GOOG Alphabet Inc. Class C | 4.75% | 1,072,407 | $261.2M | Reduce -4.0% |
| RDNT Radnet Inc. | 4.54% | 3,276,774 | $249.7M | Add +0.4% |
| ASHTF Ashtead Group PLC | 4.23% | 3,476,031 | $232.3M | Reduce -1.1% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 4.14% | 734,079 | $227.4M | Add +4.7% |
| SCHW Schwab (charles) Corp. | 3.58% | 2,063,673 | $197.0M | Reduce -1.9% |
| SGI Somnigroup International Inc. | 3.56% | 2,323,233 | $195.9M | Reduce -0.6% |
| FERG Ferguson Enterprises Inc. | 3.47% | 848,518 | $190.6M | Reduce -1.6% |
| LH Labcorp Holdings Inc. | 3.19% | 610,845 | $175.3M | Reduce -0.5% |
| ZWS Zurn Elkay Water Solutions C | 3.12% | 3,652,924 | $171.8M | Reduce -1.4% |
| CACC Credit Acceptance Corp. | 2.86% | 337,164 | $157.4M | Reduce -10.4% |
| CSGP Costar Group Inc. | 2.64% | 1,723,432 | $145.4M | Reduce -0.2% |
| AXP American Express Co. | 2.42% | 401,045 | $133.2M | Reduce -0.6% |
| JPM JPMorgan Chase & Co. | 2.29% | 398,268 | $125.6M | Reduce -1.4% |
| WAT Waters Corp. | 2.15% | 395,026 | $118.4M | Add +58.5% |
| OWL Blue Owl Capital Inc. | 2.11% | 6,856,589 | $116.1M | Add +1.2% |
| ABT Abbott Laboratories | 2.11% | 864,174 | $115.7M | Add +2.1% |
| ROP Roper Technologies Inc. | 2.09% | 230,861 | $115.1M | Add +1.9% |
| FISERV INC | 2.00% | 854,234 | $110.1M | New |
| HLT Hilton Worldwide Holdings Inc. | 1.94% | 410,392 | $106.5M | Reduce -1.5% |
| GOOGL Alphabet Inc. Class A | 1.62% | 365,687 | $88.9M | Reduce -14.3% |
| JEF Jefferies Financial Group Inc. | 1.51% | 1,267,280 | $82.9M | Reduce -1.3% |
| MTDR Matador Resources Co. | 1.15% | 1,404,073 | $63.1M | Reduce -0.3% |
| QCOM Qualcomm Inc. | 1.02% | 337,519 | $56.1M | Reduce -0.8% |
| MA Mastercard Inc. Class A | 0.99% | 95,298 | $54.2M | Reduce -0.3% |
| RUSHA Rush Enterprises Inc. Class A | 0.94% | 968,901 | $51.8M | Reduce -1.3% |
| WAB Wabtec Corp. | 0.87% | 238,475 | $47.8M | Reduce -1.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.86% | 93,614 | $47.1M | Reduce -1.1% |
| MKL Markel Group Inc. | 0.81% | 23,350 | $44.6M | Reduce -7.9% |
| GSAT Globalstar Inc. | 0.77% | 1,169,269 | $42.5M | Reduce -1.0% |
| JNJ Johnson & Johnson | 0.75% | 220,920 | $41.0M | Reduce -2.7% |
| AMZN Amazon.com Inc. | 0.72% | 181,119 | $39.8M | Add +1.2% |
| WBD Warner Bros Discovery Inc. | 0.72% | 2,034,156 | $39.7M | Reduce -9.3% |
| BN Brookfield Corp. | 0.70% | 561,655 | $38.5M | Reduce -0.3% |
| LOW Lowe's Cos Inc. | 0.65% | 141,405 | $35.5M | Reduce -0.5% |
| WMT Walmart Inc. | 0.56% | 298,507 | $30.8M | Reduce -0.7% |
| UNP Union Pacific Corp. | 0.55% | 127,591 | $30.2M | Reduce -0.0% |
| AAPL Apple Inc. | 0.51% | 110,820 | $28.2M | Reduce -1.9% |
| WMB Williams Cos Inc. | 0.51% | 441,003 | $27.9M | Reduce -2.3% |
| EPD Enterprise Products Partners | 0.46% | 807,001 | $25.2M | Reduce -9.8% |
| TEVA Teva Pharmaceutical-SP ADR | 0.40% | 1,096,980 | $22.2M | Reduce -0.2% |
| HUBB Hubbell Inc. | 0.39% | 49,550 | $21.3M | Reduce -0.4% |
| ENB Enbridge Inc. | 0.31% | 335,952 | $17.0M | Reduce -3.4% |
| DUK Duke Energy Corp. | 0.28% | 125,065 | $15.5M | Reduce -0.7% |
| SYY Sysco Corp. | 0.27% | 181,486 | $14.9M | Reduce -0.3% |
| SDHC Smith Douglas Homes Corp. | 0.26% | 812,842 | $14.4M | Reduce -2.7% |
| PKE Park Aerospace Corp. | 0.25% | 687,886 | $14.0M | Reduce -8.5% |
| FTRE Fortrea Holdings Inc. | 0.21% | 1,403,724 | $11.8M | Reduce -30.5% |
| NTR Nutrien Ltd. | 0.20% | 186,640 | $11.0M | Add +0.3% |
| SHW The Sherwin-Williams Co. | 0.20% | 31,256 | $10.8M | Reduce -12.6% |
| VZ Verizon Communications Inc. | 0.18% | 222,321 | $9.8M | Reduce -4.5% |
| COST Costco Wholesale Corp. | 0.17% | 9,849 | $9.1M | Reduce -0.3% |
| CWGL Crimson Wine Group Ltd. | 0.16% | 1,685,987 | $8.7M | Reduce -1.3% |
| DOV Dover Corp. | 0.16% | 51,920 | $8.7M | Reduce -4.9% |
| DIBS 1STDIBS.COM Inc. | 0.15% | 3,288,626 | $8.5M | Add +0.0% |
| MRK Merck & Co. Inc. | 0.15% | 96,899 | $8.1M | Reduce -0.8% |
| ARES Ares Management Corp. Class A | 0.15% | 50,762 | $8.1M | Reduce -22.6% |
| PG The Procter & Gamble Co. | 0.15% | 52,158 | $8.0M | Add +0.4% |
| ADP Automatic Data Processing | 0.14% | 26,465 | $7.8M | Reduce -6.0% |
| KKR KKR & Co. Inc. | 0.13% | 55,345 | $7.2M | Reduce -3.7% |
| HD Home Depot Inc. | 0.13% | 17,702 | $7.2M | Reduce -2.7% |
| FDX FedEx Corp. | 0.12% | 28,793 | $6.8M | Reduce -2.5% |
| TSQ Townsquare Media Inc. Class A | 0.12% | 988,600 | $6.6M | Add +2.2% |
| PGR Progressive Corp. | 0.11% | 24,464 | $6.0M | No change |
| KMB Kimberly-Clark Corp. | 0.10% | 44,498 | $5.5M | No change |
| BAM Brookfield Asset Mgmt-A | 0.10% | 97,027 | $5.5M | Reduce -0.1% |
| XOM Exxon Mobil Corp. | 0.10% | 48,079 | $5.4M | Add +7.0% |
| AWI Armstrong World Industries | 0.10% | 27,141 | $5.3M | Reduce -0.4% |
| VTS Vitesse Energy Inc. | 0.09% | 205,857 | $4.8M | Reduce -1.2% |
| RKT Rocket Cos Inc. Class A | 0.08% | 240,000 | $4.7M | Add +166.7% |
| V Visa Inc. Class A | 0.08% | 13,425 | $4.6M | No change |
| AXS Axis Capital Holdings Ltd. | 0.08% | 47,706 | $4.6M | No change |
| ABBV Abbvie Inc. | 0.08% | 18,291 | $4.2M | No change |
| GLD SPDR Gold Shares | 0.07% | 11,515 | $4.1M | Add +0.3% |
| LIN Linde PLC | 0.07% | 8,291 | $3.9M | No change |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.06% | 16,751 | $3.3M | Reduce -4.0% |
| PEP Pepsico Inc. | 0.06% | 21,653 | $3.0M | Reduce -9.4% |
| GL Globe Life Inc. | 0.05% | 21,125 | $3.0M | No change |
| CVX Chevron Corp. | 0.05% | 19,382 | $3.0M | Add +89.3% |
| IVV iShares Core S&P 500 ETF | 0.05% | 4,407 | $2.9M | No change |
| RYAN Ryan Specialty Holdings Inc. | 0.05% | 50,000 | $2.8M | New |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.05% | 24,797 | $2.7M | Reduce -4.2% |
| DE Deere & Co. | 0.04% | 5,325 | $2.4M | Reduce -0.5% |
| PFE Pfizer Inc. | 0.04% | 88,625 | $2.3M | No change |
| GE General Electric filed as GE AEROSPACE | 0.04% | 7,327 | $2.2M | Add +0.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.04% | 13,521 | $2.0M | No change |
| RTX RTX Corp. | 0.03% | 10,215 | $1.7M | No change |
| NSRGY Nestle SA-Spons ADR | 0.03% | 17,970 | $1.6M | Reduce -1.8% |
| CVS CVS Health Corp. | 0.03% | 21,072 | $1.6M | Add +1.1% |
| VOO Vanguard S&P 500 ETF | 0.03% | 2,519 | $1.5M | Add +0.6% |
| META Meta Platforms Inc. Class A | 0.03% | 2,084 | $1.5M | No change |
| WMS Advanced Drainage Systems Inc. | 0.03% | 10,694 | $1.5M | Reduce -12.3% |
| DOX Amdocs Ltd. | 0.03% | 17,831 | $1.5M | Add +0.6% |
| AMGN Amgen Inc. | 0.03% | 5,029 | $1.4M | Add +0.7% |
| FAST Fastenal Co. | 0.03% | 28,640 | $1.4M | Add +2.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.03% | 4,927 | $1.4M | No change |
| PEG Public Service Enterprise GP | 0.02% | 16,400 | $1.4M | No change |
| NVDA Nvidia Corp. | 0.02% | 6,871 | $1.3M | Reduce -0.9% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $676K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| JPMORGAN CHASE & CO (JPM 6 PERP EE) | Common Stock | 26,637 | $676K | No change |
Total filed on the 13F, all lines: $5.5B.
Portfolio Sells Q2 2025 → Q3 2025
| FISV Fiserv Inc. | Sold out | 0.00% | −2.09 |
| APO Apollo Global Management Inc. | Reduce -1.6% | 6.68% | −0.91 |
| CACC Credit Acceptance Corp. | Reduce -10.4% | 2.86% | −0.80 |
| MSFT Microsoft Corp. | Reduce -11.2% | 5.41% | −0.73 |
| ESGR Enstar Group Ltd. | Sold out | 0.00% | −0.37 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -1.5% | 1.94% | −0.18 |
| MKL Markel Group Inc. | Reduce -7.9% | 0.81% | −0.15 |
| MTDR Matador Resources Co. | Reduce -0.3% | 1.15% | −0.14 |
| FERG Ferguson Enterprises Inc. | Reduce -1.6% | 3.47% | −0.12 |
| WAB Wabtec Corp. | Reduce -1.4% | 0.87% | −0.10 |
| SCHW Schwab (charles) Corp. | Reduce -1.9% | 3.58% | −0.08 |
| EPD Enterprise Products Partners | Reduce -9.8% | 0.46% | −0.07 |
| ARES Ares Management Corp. Class A | Reduce -22.6% | 0.15% | −0.07 |
| ASHTF Ashtead Group PLC | Reduce -1.1% | 4.23% | −0.07 |
| SDHC Smith Douglas Homes Corp. | Reduce -2.7% | 0.26% | −0.05 |
| MA Mastercard Inc. Class A | Reduce -0.3% | 0.99% | −0.04 |
| SHW The Sherwin-Williams Co. | Reduce -12.6% | 0.20% | −0.04 |
| AXP American Express Co. | Reduce -0.6% | 2.42% | −0.03 |
| DOV Dover Corp. | Reduce -4.9% | 0.16% | −0.03 |
| WMB Williams Cos Inc. | Reduce -2.3% | 0.51% | −0.03 |
| ADP Automatic Data Processing | Reduce -6.0% | 0.14% | −0.02 |
| HES Hess Corp. | Sold out | 0.00% | −0.02 |
| RUSHA Rush Enterprises Inc. Class A | Reduce -1.3% | 0.94% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.1% | 0.86% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -0.3% | 0.17% | −0.02 |
| CWGL Crimson Wine Group Ltd. | Reduce -1.3% | 0.16% | −0.02 |
| KKR KKR & Co. Inc. | Reduce -3.7% | 0.13% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -4.5% | 0.18% | −0.01 |
| QCOM Qualcomm Inc. | Reduce -0.8% | 1.02% | −0.01 |
| UNP Union Pacific Corp. | Reduce -0.0% | 0.55% | −0.01 |
| NVS Novartis AG-Sponsored ADR | Sold out | 0.00% | −0.01 |
| DE Deere & Co. | Reduce -0.5% | 0.04% | −0.01 |
| DTEGY Deutsche Telekom AG-Spon ADR | Sold out | 0.00% | −0.01 |
| MCD McDonald's Corp. | Reduce -45.4% | 0.01% | −0.01 |
| CSGP Costar Group Inc. | Reduce -0.2% | 2.64% | −0.01 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.01 |
| PEP Pepsico Inc. | Reduce -9.4% | 0.06% | −0.00 |
| FDX FedEx Corp. | Reduce -2.5% | 0.12% | −0.00 |
| NSRGY Nestle SA-Spons ADR | Reduce -1.8% | 0.03% | −0.00 |
| MTB M & T Bank Corp. | Reduce -4.0% | 0.06% | −0.00 |
| AMT American Tower Corp. | Sold out | 0.00% | −0.00 |
| BAX Baxter International Inc. | Reduce -0.3% | 0.01% | −0.00 |
| CL Colgate-Palmolive Co. | Sold out | 0.00% | −0.00 |
| ELV Elevance Health Inc. | Reduce -21.1% | 0.00% | −0.00 |
| DUK Duke Energy Corp. | Reduce -0.7% | 0.28% | −0.00 |
| BAM Brookfield Asset Mgmt-A | Reduce -0.1% | 0.10% | −0.00 |
| WMT Walmart Inc. | Reduce -0.7% | 0.56% | −0.00 |
| SENS Senseonics Holdings Inc. | Sold out | 0.00% | −0.00 |
| VTS Vitesse Energy Inc. | Reduce -1.2% | 0.09% | −0.00 |
| VRCA Verrica Pharmaceuticals Inc. | Sold out | 0.00% | −0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| FISERV INC | New | 2.00% | +2.00 |
| RDNT Radnet Inc. | Add +0.4% | 4.54% | +1.00 |
| WAT Waters Corp. | Add +58.5% | 2.15% | +0.49 |
| RKT Rocket Cos Inc. Class A | Add +166.7% | 0.08% | +0.06 |
| RYAN Ryan Specialty Holdings Inc. | New | 0.05% | +0.05 |
| CVX Chevron Corp. | Add +89.3% | 0.05% | +0.03 |
| BELFB Bel Fuse Inc. Class B | New | 0.01% | +0.01 |
| GLD SPDR Gold Shares | Add +0.3% | 0.07% | +0.01 |
| XOM Exxon Mobil Corp. | Add +7.0% | 0.10% | +0.01 |
| GE General Electric | Add +0.9% | 0.04% | +0.00 |
| CMI Cummins Inc. | New | 0.00% | +0.00 |
| INTC Intel Corp. | New | 0.00% | +0.00 |
| GS Goldman Sachs Group Inc. | New | 0.00% | +0.00 |
| PPTA Perpetua Resources Corp. | New | 0.00% | +0.00 |
| MMM 3M Co. | New | 0.00% | +0.00 |
| GEV GE Vernova Inc. | Add +5.1% | 0.02% | +0.00 |
| FAST Fastenal Co. | Add +2.3% | 0.03% | +0.00 |
| GDXJ Vaneck Junior Gold Miners | Add +2.7% | 0.01% | +0.00 |
| D Dominion Energy Inc. | Add +12.0% | 0.02% | +0.00 |
| CVS CVS Health Corp. | Add +1.1% | 0.03% | +0.00 |
| SENS Senseonics Holdings Inc. | New | 0.00% | +0.00 |
| SRE Sempra | Add +0.9% | 0.01% | +0.00 |
| VOO Vanguard S&P 500 ETF | Add +0.6% | 0.03% | +0.00 |
| SO The Southern Co. | Add +15.3% | 0.01% | +0.00 |
| DIS The Walt Disney Co. | Add +17.3% | 0.01% | +0.00 |
| VFIAX Vanguard 500 Index-Adm | Add +0.6% | 0.01% | +0.00 |
| IBM Intl Business Machines Corp. | Add +11.0% | 0.01% | +0.00 |
| TXN Texas Instruments Inc. | Add +16.3% | 0.00% | −0.00 |
| OTIS Otis Worldwide Corp. | Add +11.4% | 0.01% | −0.00 |
| AMGN Amgen Inc. | Add +0.7% | 0.03% | −0.00 |
| KO The Coca-Cola Co. | Add +4.1% | 0.02% | −0.00 |
| CARR Carrier Global Corp. | Add +9.9% | 0.01% | −0.00 |
| DOX Amdocs Ltd. | Add +0.6% | 0.03% | −0.00 |
| NTR Nutrien Ltd. | Add +0.3% | 0.20% | −0.01 |
| PG The Procter & Gamble Co. | Add +0.4% | 0.15% | −0.01 |
| DIBS 1STDIBS.COM Inc. | Add +0.0% | 0.15% | −0.02 |
| TSQ Townsquare Media Inc. Class A | Add +2.2% | 0.12% | −0.03 |
| AMZN Amazon.com Inc. | Add +1.2% | 0.72% | −0.03 |
| ABT Abbott Laboratories | Add +2.1% | 2.11% | −0.09 |
| AJG Arthur J Gallagher & Co. | Add +4.7% | 4.14% | −0.15 |
| ROP Roper Technologies Inc. | Add +1.9% | 2.09% | −0.36 |
| OWL Blue Owl Capital Inc. | Add +1.2% | 2.11% | −0.37 |
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 |