Beck Mack & Oliver LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 12, 2026), Beck Mack & Oliver LLC reported 192 stock positions worth $5.5 billion. Its top holding was Apollo Global Management (APO) at 7.3% of the portfolio, followed by Blackstone (BX, 6.0%) and Alphabet Class C (GOOG, 5.7%). Compared with Q3 2025, it opened 14 new positions, sold out of 8, added to 47 and reduced 69. The biggest buy was Apollo Global Management (APO, shares +0%) and the biggest sale an exit from Fiserv.
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0000010742
- Portfolio Value
- $5.5B (Q4 2025)
- SEC Filing
- 0000010742-26-000002 ↗ filed Feb 12, 2026
Holdings Value
Holdings 192 stocks · $5.5B
| APO Apollo Global Management Inc. | 7.27% | 2,764,576 | $400.2M | Add +0.3% |
| BX Blackstone Inc. | 6.02% | 2,149,414 | $331.3M | Reduce -0.2% |
| GOOG Alphabet Inc. Class C | 5.69% | 998,822 | $313.4M | Reduce -6.9% |
| MSFT Microsoft Corp. | 4.99% | 567,576 | $274.5M | Reduce -1.3% |
| ASHTF Ashtead Group PLC | 4.33% | 3,482,242 | $238.3M | Add +0.2% |
| RDNT Radnet Inc. | 4.19% | 3,231,451 | $230.6M | Reduce -1.4% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 4.13% | 879,059 | $227.5M | Add +19.8% |
| SGI Somnigroup International Inc. | 3.77% | 2,323,615 | $207.5M | Add +0.0% |
| SCHW Schwab (charles) Corp. | 3.75% | 2,064,898 | $206.3M | Add +0.1% |
| FERG Ferguson Enterprises Inc. | 3.41% | 843,478 | $187.8M | Reduce -0.6% |
| ZWS Zurn Elkay Water Solutions C | 3.03% | 3,585,849 | $166.7M | Reduce -1.8% |
| LH Labcorp Holdings Inc. | 2.86% | 627,037 | $157.3M | Add +2.6% |
| AXP American Express Co. | 2.75% | 409,509 | $151.5M | Add +2.1% |
| CSGP Costar Group Inc. | 2.72% | 2,224,889 | $149.6M | Add +29.1% |
| WAT Waters Corp. | 2.70% | 390,655 | $148.4M | Reduce -1.1% |
| CACC Credit Acceptance Corp. | 2.50% | 310,348 | $137.6M | Reduce -8.0% |
| JPM JPMorgan Chase & Co. | 2.32% | 396,974 | $127.9M | Reduce -0.3% |
| HLT Hilton Worldwide Holdings Inc. | 2.14% | 410,552 | $117.9M | Add +0.0% |
| OWL Blue Owl Capital Inc. | 2.11% | 7,766,893 | $116.0M | Add +13.3% |
| ABT Abbott Laboratories | 1.99% | 874,729 | $109.6M | Add +1.2% |
| ROP Roper Technologies Inc. | 1.87% | 231,095 | $102.9M | Add +0.1% |
| GOOGL Alphabet Inc. Class A | 1.60% | 281,118 | $88.0M | Reduce -23.1% |
| JEF Jefferies Financial Group Inc. | 1.39% | 1,232,297 | $76.4M | Reduce -2.8% |
| GSAT Globalstar Inc. | 1.26% | 1,139,151 | $69.5M | Reduce -2.6% |
| MTDR Matador Resources Co. | 1.10% | 1,432,324 | $60.8M | Add +2.0% |
| QCOM Qualcomm Inc. | 1.01% | 326,008 | $55.8M | Reduce -3.4% |
| MA Mastercard Inc. Class A | 0.99% | 95,875 | $54.7M | Add +0.6% |
| WBD Warner Bros Discovery Inc. | 0.98% | 1,870,720 | $53.9M | Reduce -8.0% |
| RUSHA Rush Enterprises Inc. Class A | 0.96% | 983,896 | $53.1M | Add +1.6% |
| WAB Wabtec Corp. | 0.90% | 230,973 | $49.3M | Reduce -3.1% |
| AMZN Amazon.com Inc. | 0.87% | 207,359 | $47.9M | Add +14.5% |
| MKL Markel Group Inc. | 0.84% | 21,601 | $46.4M | Reduce -7.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.84% | 92,167 | $46.3M | Reduce -1.6% |
| JNJ Johnson & Johnson | 0.83% | 219,694 | $45.5M | Reduce -0.6% |
| BN Brookfield Corp. | 0.70% | 841,998 | $38.6M | No change |
| LOW Lowe's Cos Inc. | 0.61% | 139,054 | $33.5M | Reduce -1.7% |
| TEVA Teva Pharmaceutical-SP ADR | 0.60% | 1,056,500 | $33.0M | Reduce -3.7% |
| WMT Walmart Inc. | 0.59% | 293,297 | $32.7M | Reduce -1.8% |
| AAPL Apple Inc. | 0.58% | 117,400 | $31.9M | Add +5.9% |
| UNP Union Pacific Corp. | 0.54% | 127,406 | $29.5M | Reduce -0.1% |
| WMB Williams Cos Inc. | 0.47% | 426,685 | $25.6M | Reduce -3.3% |
| EPD Enterprise Products Partners | 0.46% | 795,082 | $25.5M | Reduce -1.5% |
| HUBB Hubbell Inc. | 0.40% | 49,237 | $21.9M | Reduce -0.6% |
| ENB Enbridge Inc. | 0.28% | 324,440 | $15.5M | Reduce -3.4% |
| DUK Duke Energy Corp. | 0.27% | 125,065 | $14.7M | No change |
| PKE Park Aerospace Corp. | 0.26% | 667,886 | $14.3M | Reduce -2.9% |
| FTRE Fortrea Holdings Inc. | 0.25% | 804,651 | $13.9M | Reduce -42.7% |
| SDHC Smith Douglas Homes Corp. | 0.25% | 816,447 | $13.7M | Add +0.4% |
| SYY Sysco Corp. | 0.24% | 180,711 | $13.3M | Reduce -0.4% |
| ARES Ares Management Corp. Class A | 0.22% | 76,566 | $12.4M | Add +50.8% |
| DIBS 1STDIBS.COM Inc. | 0.21% | 1,950,478 | $11.7M | Reduce -40.7% |
| NTR Nutrien Ltd. | 0.21% | 186,640 | $11.5M | No change |
| MRK Merck & Co. Inc. | 0.19% | 97,926 | $10.3M | Add +1.1% |
| DOV Dover Corp. | 0.18% | 49,994 | $9.8M | Reduce -3.7% |
| SHW The Sherwin-Williams Co. | 0.17% | 28,610 | $9.3M | Reduce -8.5% |
| COST Costco Wholesale Corp. | 0.16% | 10,511 | $9.1M | Add +6.7% |
| VZ Verizon Communications Inc. | 0.16% | 220,121 | $9.0M | Reduce -1.0% |
| FDX FedEx Corp. | 0.15% | 28,414 | $8.2M | Reduce -1.3% |
| CWGL Crimson Wine Group Ltd. | 0.14% | 1,521,972 | $7.5M | Reduce -9.7% |
| PG The Procter & Gamble Co. | 0.14% | 51,938 | $7.4M | Reduce -0.4% |
| KKR KKR & Co. Inc. | 0.13% | 55,220 | $7.0M | Reduce -0.2% |
| BWIN Baldwin Insurance Group Inc./ filed as THE BALDWIN INSURANCE GRP IN | 0.13% | 289,775 | $7.0M | New |
| HD Home Depot Inc. | 0.12% | 19,404 | $6.7M | Add +9.6% |
| ADP Automatic Data Processing | 0.12% | 25,783 | $6.6M | Reduce -2.6% |
| PGR Progressive Corp. | 0.10% | 24,464 | $5.6M | No change |
| V Visa Inc. Class A | 0.10% | 15,816 | $5.5M | Add +17.8% |
| TSQ Townsquare Media Inc. Class A | 0.10% | 1,073,600 | $5.5M | Add +8.6% |
| XOM Exxon Mobil Corp. | 0.10% | 45,837 | $5.5M | Reduce -4.7% |
| AWI Armstrong World Industries | 0.09% | 26,999 | $5.2M | Reduce -0.5% |
| RKT Rocket Cos Inc. Class A | 0.09% | 265,000 | $5.1M | Add +10.4% |
| AXS Axis Capital Holdings Ltd. | 0.09% | 47,681 | $5.1M | Reduce -0.1% |
| BAM Brookfield Asset Mgmt-A | 0.09% | 94,128 | $4.9M | Reduce -3.0% |
| GLD SPDR Gold Shares | 0.08% | 11,315 | $4.5M | Reduce -1.7% |
| KMB Kimberly-Clark Corp. | 0.08% | 43,598 | $4.4M | Reduce -2.0% |
| ABBV Abbvie Inc. | 0.08% | 18,229 | $4.2M | Reduce -0.3% |
| VTS Vitesse Energy Inc. | 0.07% | 200,173 | $3.9M | Reduce -2.8% |
| LIN Linde PLC | 0.06% | 8,291 | $3.5M | No change |
| COO The Cooper Cos Inc. | 0.06% | 41,000 | $3.4M | New |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.06% | 16,251 | $3.3M | Reduce -3.0% |
| PEP Pepsico Inc. | 0.06% | 21,238 | $3.0M | Reduce -1.9% |
| IVV iShares Core S&P 500 ETF | 0.05% | 4,407 | $3.0M | No change |
| GL Globe Life Inc. | 0.05% | 21,125 | $3.0M | No change |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.05% | 24,194 | $2.8M | Reduce -2.4% |
| FISV Fiserv Inc. | 0.05% | 41,255 | $2.8M | New |
| CVX Chevron Corp. | 0.05% | 18,002 | $2.7M | Reduce -7.1% |
| DE Deere & Co. | 0.04% | 5,300 | $2.5M | Reduce -0.5% |
| NVDA Nvidia Corp. | 0.04% | 12,181 | $2.3M | Add +77.3% |
| GE General Electric filed as GE AEROSPACE | 0.04% | 7,262 | $2.2M | Reduce -0.9% |
| PFE Pfizer Inc. | 0.04% | 88,626 | $2.2M | Add +0.0% |
| ALC Alcon Inc. filed as ALCON AG | 0.04% | 27,000 | $2.1M | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.04% | 13,621 | $2.1M | Add +0.7% |
| RTX RTX Corp. | 0.04% | 10,715 | $2.0M | Add +4.9% |
| DHR Danaher Corp. | 0.03% | 8,332 | $1.9M | Add +30.3% |
| CWGIX Af Cap WLRD GR & Inc. Class A filed as AMERICAN FUNDS CAPITAL WORLD GR&INC A | 0.03% | 26,036 | $1.9M | New |
| NSRGY Nestle SA-Spons ADR | 0.03% | 17,570 | $1.7M | Reduce -2.2% |
| CVS CVS Health Corp. | 0.03% | 21,248 | $1.7M | Add +0.8% |
| AMGN Amgen Inc. | 0.03% | 5,062 | $1.7M | Add +0.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.03% | 5,427 | $1.6M | Add +10.2% |
| VOO Vanguard S&P 500 ETF | 0.03% | 2,519 | $1.6M | No change |
| WMS Advanced Drainage Systems Inc. | 0.03% | 10,443 | $1.5M | Reduce -2.4% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $2.2M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| MERCHANTS BANCORP (MBIN 6 PERP C) | PFD | 99,359 | $1.8M | New |
| JPMORGAN CHASE & CO (JPM 6 PERP EE) | Common Stock | 14,312 | $360K | Reduce -46.3% |
Total filed on the 13F, all lines: $5.5B.
Portfolio Sells Q3 2025 → Q4 2025
| FISERV INC | Sold out | 0.00% | −2.00 |
| BX Blackstone Inc. | Reduce -0.2% | 6.02% | −0.68 |
| MSFT Microsoft Corp. | Reduce -1.3% | 4.99% | −0.43 |
| CACC Credit Acceptance Corp. | Reduce -8.0% | 2.50% | −0.36 |
| RDNT Radnet Inc. | Reduce -1.4% | 4.19% | −0.35 |
| JEF Jefferies Financial Group Inc. | Reduce -2.8% | 1.39% | −0.12 |
| ZWS Zurn Elkay Water Solutions C | Reduce -1.8% | 3.03% | −0.10 |
| FERG Ferguson Enterprises Inc. | Reduce -0.6% | 3.41% | −0.05 |
| RYAN Ryan Specialty Holdings Inc. | Sold out | 0.00% | −0.05 |
| WMB Williams Cos Inc. | Reduce -3.3% | 0.47% | −0.04 |
| LOW Lowe's Cos Inc. | Reduce -1.7% | 0.61% | −0.04 |
| SYY Sysco Corp. | Reduce -0.4% | 0.24% | −0.03 |
| SHW The Sherwin-Williams Co. | Reduce -8.5% | 0.17% | −0.03 |
| ENB Enbridge Inc. | Reduce -3.4% | 0.28% | −0.03 |
| CWGL Crimson Wine Group Ltd. | Reduce -9.7% | 0.14% | −0.02 |
| ADP Automatic Data Processing | Reduce -2.6% | 0.12% | −0.02 |
| KMB Kimberly-Clark Corp. | Reduce -2.0% | 0.08% | −0.02 |
| GOOGL Alphabet Inc. Class A | Reduce -23.1% | 1.60% | −0.02 |
| VTS Vitesse Energy Inc. | Reduce -2.8% | 0.07% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -1.0% | 0.16% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.6% | 0.84% | −0.01 |
| UNP Union Pacific Corp. | Reduce -0.1% | 0.54% | −0.01 |
| BAM Brookfield Asset Mgmt-A | Reduce -3.0% | 0.09% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -0.4% | 0.14% | −0.01 |
| NDSN Nordson Corp. | Sold out | 0.00% | −0.01 |
| QCOM Qualcomm Inc. | Reduce -3.4% | 1.01% | −0.01 |
| CVX Chevron Corp. | Reduce -7.1% | 0.05% | −0.00 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.00 |
| MMM 3M Co. | Sold out | 0.00% | −0.00 |
| BAX Baxter International Inc. | Reduce -16.0% | 0.01% | −0.00 |
| META Meta Platforms Inc. Class A | Reduce -1.0% | 0.02% | −0.00 |
| AWI Armstrong World Industries | Reduce -0.5% | 0.09% | −0.00 |
| KKR KKR & Co. Inc. | Reduce -0.2% | 0.13% | −0.00 |
| HUDSON PAC PPTYS INC | Sold out | 0.00% | −0.00 |
| LAMR Lamar Advertising Co. Class A | Reduce -16.7% | 0.01% | −0.00 |
| CARR Carrier Global Corp. | Reduce -2.8% | 0.01% | −0.00 |
| ABBV Abbvie Inc. | Reduce -0.3% | 0.08% | −0.00 |
| SENS Senseonics Holdings Inc. | Sold out | 0.00% | −0.00 |
| BB Blackberry Ltd. | Reduce -36.6% | 0.00% | −0.00 |
| TXN Texas Instruments Inc. | Reduce -14.0% | 0.00% | −0.00 |
| MTB M & T Bank Corp. | Reduce -3.0% | 0.06% | −0.00 |
| OTIS Otis Worldwide Corp. | Reduce -2.8% | 0.01% | −0.00 |
| SHEL Shell PLC-ADR | Reduce -5.1% | 0.02% | −0.00 |
| DIS The Walt Disney Co. | Reduce -3.8% | 0.01% | −0.00 |
| SJT San Juan Basin Royalty TR | Reduce -5.5% | 0.00% | −0.00 |
| TSLA Tesla Inc. | Reduce -3.9% | 0.01% | −0.00 |
| INTC Intel Corp. | Reduce -8.7% | 0.00% | 0.00 |
| VCMP Vcampus Corp. | Sold out | 0.00% | 0.00 |
| PEP Pepsico Inc. | Reduce -1.9% | 0.06% | +0.00 |
| GEV GE Vernova Inc. | Reduce -4.8% | 0.02% | +0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| APO Apollo Global Management Inc. | Add +0.3% | 7.27% | +0.59 |
| AXP American Express Co. | Add +2.1% | 2.75% | +0.33 |
| HLT Hilton Worldwide Holdings Inc. | Add +0.0% | 2.14% | +0.21 |
| SGI Somnigroup International Inc. | Add +0.0% | 3.77% | +0.21 |
| SCHW Schwab (charles) Corp. | Add +0.1% | 3.75% | +0.16 |
| AMZN Amazon.com Inc. | Add +14.5% | 0.87% | +0.15 |
| BWIN Baldwin Insurance Group Inc./ | New | 0.13% | +0.13 |
| ASHTF Ashtead Group PLC | Add +0.2% | 4.33% | +0.10 |
| ARES Ares Management Corp. Class A | Add +50.8% | 0.22% | +0.08 |
| CSGP Costar Group Inc. | Add +29.1% | 2.72% | +0.07 |
| AAPL Apple Inc. | Add +5.9% | 0.58% | +0.07 |
| COO The Cooper Cos Inc. | New | 0.06% | +0.06 |
| FISV Fiserv Inc. | New | 0.05% | +0.05 |
| MRK Merck & Co. Inc. | Add +1.1% | 0.19% | +0.04 |
| ALC Alcon Inc. | New | 0.04% | +0.04 |
| CWGIX Af Cap WLRD GR & Inc. Class A | New | 0.03% | +0.03 |
| RUSHA Rush Enterprises Inc. Class A | Add +1.6% | 0.96% | +0.02 |
| NVDA Nvidia Corp. | Add +77.3% | 0.04% | +0.02 |
| V Visa Inc. Class A | Add +17.8% | 0.10% | +0.02 |
| KHC The Kraft Heinz Co. | New | 0.01% | +0.01 |
| AGTHX Amer FND GRW FD of Am-A | New | 0.01% | +0.01 |
| DHR Danaher Corp. | Add +30.3% | 0.03% | +0.01 |
| RKT Rocket Cos Inc. Class A | Add +10.4% | 0.09% | +0.01 |
| MA Mastercard Inc. Class A | Add +0.6% | 0.99% | +0.01 |
| TT Trane Technologies PLC | New | 0.01% | +0.01 |
| SSHFX Sound Shore Fund Inc.-Inv | New | 0.01% | +0.01 |
| PPTA Perpetua Resources Corp. | Add +93.5% | 0.01% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Add +10.2% | 0.03% | +0.00 |
| RTX RTX Corp. | Add +4.9% | 0.04% | +0.00 |
| AMGN Amgen Inc. | Add +0.7% | 0.03% | +0.00 |
| MU Micron Technology Inc. | New | 0.00% | +0.00 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | New | 0.00% | +0.00 |
| ADSK Autodesk Inc. | New | 0.00% | +0.00 |
| IDXX Idexx Laboratories Inc. | Add +35.4% | 0.01% | +0.00 |
| WDOFF Wesdome Gold Mines Ltd. | New | 0.00% | +0.00 |
| CMCSA Comcast Corp. Class A | Add +25.6% | 0.02% | +0.00 |
| TJX TJX Companies Inc. | Add +0.7% | 0.04% | +0.00 |
| GDXJ Vaneck Junior Gold Miners | Add +8.0% | 0.01% | +0.00 |
| VRCA Verrica Pharmaceuticals Inc. | New | 0.00% | +0.00 |
| ELV Elevance Health Inc. | Add +29.0% | 0.01% | +0.00 |
| CVS CVS Health Corp. | Add +0.8% | 0.03% | +0.00 |
| IBM Intl Business Machines Corp. | Add +4.9% | 0.01% | +0.00 |
| CB Chubb Ltd. | Add +2.3% | 0.01% | +0.00 |
| MO Altria Group Inc. | Add +17.4% | 0.02% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.3% | 0.02% | +0.00 |
| VFIAX Vanguard 500 Index-Adm | Add +0.3% | 0.01% | +0.00 |
| CET Central Securities Corp. | Add +0.1% | 0.01% | −0.00 |
| SRE Sempra | Add +0.7% | 0.01% | −0.00 |
| DOX Amdocs Ltd. | Add +0.6% | 0.03% | −0.00 |
| CBSH Commerce Bancshares Inc. | Add +5.0% | 0.01% | −0.00 |
Notes & Other Activity Q3 2025 → Q4 2025
| MERCHANTS BANCORP (MBIN 6 PERP C) | PFD | New | 99,359 | $1.8M |
| JPMORGAN CHASE & CO (JPM 6 PERP EE) | Common Stock | Reduce -46.3% | 14,312 | $360K |
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 |