Beck Mack & Oliver LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 12, 2026), Beck Mack & Oliver LLC reported 194 stock positions worth $4.8 billion. Its top holding was Apollo Global Management (APO) at 6.4% of the portfolio, followed by Alphabet Class C (GOOG, 5.4%) and Blackstone (BX, 5.4%). Compared with Q4 2025, it opened 13 new positions, sold out of 11, added to 36 and reduced 77. The biggest buy was a new position in Sunbelt Rentals (SUNB) and the biggest sale an exit from Ashtead (ASHTF).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0000010742
- Portfolio Value
- $4.8B (Q1 2026)
- SEC Filing
- 0000010742-26-000005 ↗ filed May 12, 2026
Holdings Value
Holdings 194 stocks · $4.8B
| APO Apollo Global Management Inc. | 6.35% | 2,764,959 | $308.1M | Add +0.0% |
| GOOG Alphabet Inc. Class C | 5.45% | 920,938 | $264.2M | Reduce -7.8% |
| BX Blackstone Inc. | 5.36% | 2,259,068 | $259.8M | Add +5.1% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 4.75% | 1,062,566 | $230.1M | Add +20.9% |
| SUNB Sunbelt Rentals Holdings Inc. | 4.53% | 3,377,221 | $219.8M | New |
| MSFT Microsoft Corp. | 4.25% | 556,336 | $205.9M | Reduce -2.0% |
| FERG Ferguson Enterprises Inc. | 4.01% | 832,656 | $194.2M | Reduce -1.3% |
| SCHW Schwab (charles) Corp. | 3.96% | 2,043,395 | $192.0M | Reduce -1.0% |
| SGI Somnigroup International Inc. | 3.67% | 2,409,447 | $178.1M | Add +3.7% |
| RDNT Radnet Inc. | 3.65% | 3,166,192 | $177.0M | Reduce -2.0% |
| LH Labcorp Holdings Inc. | 3.39% | 616,631 | $164.5M | Reduce -1.7% |
| ZWS Zurn Elkay Water Solutions C | 3.23% | 3,497,990 | $156.8M | Reduce -2.5% |
| CACC Credit Acceptance Corp. | 2.70% | 308,984 | $130.8M | Reduce -0.4% |
| WAT Waters Corp. | 2.65% | 432,206 | $128.7M | Add +10.6% |
| AXP American Express Co. | 2.54% | 407,989 | $123.4M | Reduce -0.4% |
| HLT Hilton Worldwide Holdings Inc. | 2.47% | 394,548 | $120.0M | Reduce -3.9% |
| CSGP Costar Group Inc. | 2.44% | 2,926,975 | $118.1M | Add +31.6% |
| JPM JPMorgan Chase & Co. | 2.35% | 387,735 | $114.1M | Reduce -2.3% |
| ABT Abbott Laboratories | 1.98% | 935,427 | $96.0M | Add +6.9% |
| MTDR Matador Resources Co. | 1.77% | 1,358,532 | $85.8M | Reduce -5.2% |
| GSAT Globalstar Inc. | 1.53% | 1,117,119 | $74.2M | Reduce -1.9% |
| GOOGL Alphabet Inc. Class A | 1.44% | 242,594 | $69.8M | Reduce -13.7% |
| RUSHA Rush Enterprises Inc. Class A | 1.31% | 957,622 | $63.3M | Reduce -2.7% |
| ROP Roper Technologies Inc. | 1.19% | 163,152 | $57.7M | Reduce -29.4% |
| WAB Wabtec Corp. | 1.18% | 229,162 | $57.3M | Reduce -0.8% |
| JNJ Johnson & Johnson | 1.08% | 214,154 | $52.3M | Reduce -2.5% |
| JEF Jefferies Financial Group Inc. | 1.04% | 1,223,102 | $50.5M | Reduce -0.8% |
| MA Mastercard Inc. Class A | 0.99% | 96,053 | $48.0M | Add +0.2% |
| OWL Blue Owl Capital Inc. | 0.99% | 5,251,478 | $47.9M | Reduce -32.4% |
| AMZN Amazon.com Inc. | 0.98% | 228,395 | $47.6M | Add +10.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.88% | 89,078 | $42.7M | Reduce -3.4% |
| QCOM Qualcomm Inc. | 0.88% | 329,715 | $42.5M | Add +1.1% |
| MKL Markel Group Inc. | 0.77% | 19,611 | $37.5M | Reduce -9.2% |
| WMT Walmart Inc. | 0.74% | 289,097 | $35.9M | Reduce -1.4% |
| WBD Warner Bros Discovery Inc. | 0.68% | 1,209,020 | $33.2M | Reduce -35.4% |
| BN Brookfield Corp. | 0.67% | 803,985 | $32.5M | Reduce -4.5% |
| TEVA Teva Pharmaceutical-SP ADR | 0.65% | 1,051,700 | $31.7M | Reduce -0.5% |
| EPD Enterprise Products Partners | 0.64% | 817,046 | $30.9M | Add +2.8% |
| WMB Williams Cos Inc. | 0.64% | 424,135 | $30.9M | Reduce -0.6% |
| UNP Union Pacific Corp. | 0.63% | 126,697 | $30.7M | Reduce -0.6% |
| AAPL Apple Inc. | 0.61% | 116,517 | $29.6M | Reduce -0.8% |
| LOW Lowe's Cos Inc. | 0.59% | 122,080 | $28.8M | Reduce -12.2% |
| HUBB Hubbell Inc. | 0.49% | 48,837 | $24.0M | Reduce -0.8% |
| ENB Enbridge Inc. | 0.36% | 320,296 | $17.3M | Reduce -1.3% |
| DUK Duke Energy Corp. | 0.34% | 125,105 | $16.4M | Add +0.0% |
| ALC Alcon Inc. filed as ALCON AG | 0.32% | 209,080 | $15.8M | Add +674.4% |
| NTR Nutrien Ltd. | 0.28% | 180,910 | $13.7M | Reduce -3.1% |
| ARES Ares Management Corp. Class A | 0.26% | 117,550 | $12.8M | Add +53.5% |
| SYY Sysco Corp. | 0.26% | 179,606 | $12.8M | Reduce -0.6% |
| PKE Park Aerospace Corp. | 0.24% | 422,974 | $11.6M | Reduce -36.7% |
| VZ Verizon Communications Inc. | 0.23% | 225,492 | $11.3M | Add +2.4% |
| SDHC Smith Douglas Homes Corp. | 0.22% | 850,593 | $10.9M | Add +4.2% |
| MRK Merck & Co. Inc. | 0.22% | 89,619 | $10.8M | Reduce -8.5% |
| COST Costco Wholesale Corp. | 0.22% | 10,506 | $10.5M | Reduce -0.1% |
| FDX FedEx Corp. | 0.20% | 26,914 | $9.6M | Reduce -5.3% |
| BWIN Baldwin Insurance Group Inc./ filed as THE BALDWIN INSURANCE GRP IN | 0.19% | 427,085 | $9.4M | Add +47.4% |
| FTRE Fortrea Holdings Inc. | 0.18% | 947,748 | $8.9M | Add +17.8% |
| SHW The Sherwin-Williams Co. | 0.17% | 26,425 | $8.5M | Reduce -7.6% |
| DOV Dover Corp. | 0.17% | 39,161 | $8.2M | Reduce -21.7% |
| PG The Procter & Gamble Co. | 0.16% | 55,370 | $8.0M | Add +6.6% |
| XOM Exxon Mobil Corp. | 0.16% | 45,577 | $7.7M | Reduce -0.6% |
| DIBS 1STDIBS.COM Inc. | 0.15% | 1,298,261 | $7.1M | Reduce -33.4% |
| CWGL Crimson Wine Group Ltd. | 0.14% | 1,513,472 | $6.7M | Reduce -0.6% |
| HD Home Depot Inc. | 0.13% | 19,404 | $6.4M | No change |
| COO The Cooper Cos Inc. | 0.11% | 75,000 | $5.4M | Add +82.9% |
| GLD SPDR Gold Shares | 0.10% | 11,315 | $4.9M | No change |
| AXS Axis Capital Holdings Ltd. | 0.10% | 47,681 | $4.8M | No change |
| PGR Progressive Corp. | 0.10% | 24,214 | $4.8M | Reduce -1.0% |
| V Visa Inc. Class A | 0.10% | 15,693 | $4.7M | Reduce -0.8% |
| KMB Kimberly-Clark Corp. | 0.09% | 43,198 | $4.2M | Reduce -0.9% |
| RKT Rocket Cos Inc. Class A | 0.08% | 285,000 | $4.1M | Add +7.5% |
| BAM Brookfield Asset Mgmt-A | 0.08% | 89,766 | $4.0M | Reduce -4.6% |
| KKR KKR & Co. Inc. | 0.08% | 42,990 | $4.0M | Reduce -22.1% |
| AWI Armstrong World Industries | 0.08% | 22,599 | $3.7M | Reduce -16.3% |
| CVX Chevron Corp. | 0.08% | 17,972 | $3.7M | Reduce -0.2% |
| PEP Pepsico Inc. | 0.07% | 23,222 | $3.6M | Add +9.3% |
| VTS Vitesse Energy Inc. | 0.07% | 198,292 | $3.6M | Reduce -0.9% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.07% | 16,251 | $3.4M | No change |
| TSQ Townsquare Media Inc. Class A | 0.07% | 614,652 | $3.3M | Reduce -42.8% |
| ADP Automatic Data Processing | 0.06% | 15,483 | $3.1M | Reduce -40.0% |
| LIN Linde PLC | 0.06% | 6,246 | $3.1M | Reduce -24.7% |
| ABBV Abbvie Inc. | 0.06% | 14,229 | $3.1M | Reduce -21.9% |
| KNSL Kinsale Capital Group Inc. | 0.06% | 9,000 | $3.1M | New |
| DE Deere & Co. | 0.06% | 5,300 | $3.0M | No change |
| GL Globe Life Inc. | 0.06% | 21,125 | $2.9M | No change |
| IVV iShares Core S&P 500 ETF | 0.06% | 4,407 | $2.9M | No change |
| MAR Marriott International Class A | 0.05% | 7,715 | $2.5M | New |
| PFE Pfizer Inc. | 0.05% | 88,126 | $2.5M | Reduce -0.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.04% | 13,551 | $2.2M | Reduce -0.5% |
| NVDA Nvidia Corp. | 0.04% | 12,021 | $2.1M | Reduce -1.3% |
| RTX RTX Corp. | 0.04% | 10,715 | $2.1M | No change |
| GE General Electric filed as GE AEROSPACE | 0.04% | 7,262 | $2.1M | No change |
| GEV GE Vernova Inc. | 0.04% | 2,166 | $1.9M | Add +13.1% |
| CWGIX Af Cap WLRD GR & Inc. Class A filed as AMERICAN FUNDS CAPITAL WORLD GR&INC A | 0.04% | 26,108 | $1.8M | Add +0.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.04% | 5,427 | $1.8M | No change |
| NSRGY Nestle SA-Spons ADR | 0.04% | 17,570 | $1.7M | No change |
| USB US Bancorp | 0.03% | 32,189 | $1.7M | Add +383.8% |
| KO The Coca-Cola Co. | 0.03% | 21,579 | $1.6M | Add +19.0% |
| WMS Advanced Drainage Systems Inc. | 0.03% | 11,662 | $1.6M | Add +11.7% |
| LOAR Loar Holdings Inc. | 0.03% | 27,000 | $1.5M | Add +440.0% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $355K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| JPMORGAN CHASE & CO (JPM 6 PERP EE) | Common Stock | 14,312 | $355K | No change |
Total filed on the 13F, all lines: $4.8B.
Portfolio Sells Q4 2025 → Q1 2026
| ASHTF Ashtead Group PLC | Sold out | 0.00% | −4.33 |
| OWL Blue Owl Capital Inc. | Reduce -32.4% | 0.99% | −1.12 |
| MSFT Microsoft Corp. | Reduce -2.0% | 4.25% | −0.74 |
| ROP Roper Technologies Inc. | Reduce -29.4% | 1.19% | −0.68 |
| RDNT Radnet Inc. | Reduce -2.0% | 3.65% | −0.54 |
| JEF Jefferies Financial Group Inc. | Reduce -0.8% | 1.04% | −0.35 |
| WBD Warner Bros Discovery Inc. | Reduce -35.4% | 0.68% | −0.29 |
| GOOG Alphabet Inc. Class C | Reduce -7.8% | 5.45% | −0.25 |
| AXP American Express Co. | Reduce -0.4% | 2.54% | −0.21 |
| GOOGL Alphabet Inc. Class A | Reduce -13.7% | 1.44% | −0.16 |
| MKL Markel Group Inc. | Reduce -9.2% | 0.77% | −0.07 |
| DIBS 1STDIBS.COM Inc. | Reduce -33.4% | 0.15% | −0.07 |
| ADP Automatic Data Processing | Reduce -40.0% | 0.06% | −0.06 |
| KKR KKR & Co. Inc. | Reduce -22.1% | 0.08% | −0.05 |
| FISV Fiserv Inc. | Reduce -80.7% | 0.01% | −0.04 |
| BNY Bank of New York Mellon Corp. | Reduce -68.2% | 0.02% | −0.03 |
| TSQ Townsquare Media Inc. Class A | Reduce -42.8% | 0.07% | −0.03 |
| BN Brookfield Corp. | Reduce -4.5% | 0.67% | −0.03 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.03 |
| DHR Danaher Corp. | Reduce -76.1% | 0.01% | −0.03 |
| DOX Amdocs Ltd. | Sold out | 0.00% | −0.03 |
| AMGN Amgen Inc. | Reduce -87.7% | 0.00% | −0.03 |
| PKE Park Aerospace Corp. | Reduce -36.7% | 0.24% | −0.02 |
| AWI Armstrong World Industries | Reduce -16.3% | 0.08% | −0.02 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -12.2% | 0.59% | −0.01 |
| ABBV Abbvie Inc. | Reduce -21.9% | 0.06% | −0.01 |
| DOV Dover Corp. | Reduce -21.7% | 0.17% | −0.01 |
| BAM Brookfield Asset Mgmt-A | Reduce -4.6% | 0.08% | −0.01 |
| SRE Sempra | Sold out | 0.00% | −0.01 |
| SSHFX Sound Shore Fund Inc.-Inv | Sold out | 0.00% | −0.01 |
| RHHBY Roche Holdings Ltd.-Spons ADR | Sold out | 0.00% | −0.01 |
| TOST Toast Inc. Class A | Reduce -21.0% | 0.01% | −0.00 |
| BKNG Booking Holdings Inc. | Sold out | 0.00% | −0.00 |
| ADSK Autodesk Inc. | Sold out | 0.00% | −0.00 |
| CNSWF Constellation Software Inc. | Sold out | 0.00% | −0.00 |
| CMCSA Comcast Corp. Class A | Reduce -26.1% | 0.01% | −0.00 |
| V Visa Inc. Class A | Reduce -0.8% | 0.10% | −0.00 |
| MS Morgan Stanley | Reduce -18.4% | 0.02% | −0.00 |
| IDXX Idexx Laboratories Inc. | Reduce -20.4% | 0.01% | −0.00 |
| LAMR Lamar Advertising Co. Class A | Reduce -30.0% | 0.01% | −0.00 |
| PGR Progressive Corp. | Reduce -1.0% | 0.10% | −0.00 |
| ACN Accenture PLC Class A | Reduce -12.2% | 0.01% | −0.00 |
| TSLA Tesla Inc. | Reduce -10.0% | 0.01% | −0.00 |
| ELV Elevance Health Inc. | Reduce -15.1% | 0.00% | −0.00 |
| META Meta Platforms Inc. Class A | Reduce -1.0% | 0.02% | −0.00 |
| LIN Linde PLC | Reduce -24.7% | 0.06% | −0.00 |
| BCEKF Bear Creek Mining Corp. | Sold out | 0.00% | −0.00 |
| VOO Vanguard S&P 500 ETF | Reduce -7.9% | 0.03% | −0.00 |
| BAX Baxter International Inc. | Reduce -0.4% | 0.01% | 0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| SUNB Sunbelt Rentals Holdings Inc. | New | 4.53% | +4.53 |
| AJG Arthur J Gallagher & Co. | Add +20.9% | 4.75% | +0.61 |
| ALC Alcon Inc. | Add +674.4% | 0.32% | +0.29 |
| EPD Enterprise Products Partners | Add +2.8% | 0.64% | +0.17 |
| AMZN Amazon.com Inc. | Add +10.1% | 0.98% | +0.11 |
| DUK Duke Energy Corp. | Add +0.0% | 0.34% | +0.07 |
| VZ Verizon Communications Inc. | Add +2.4% | 0.23% | +0.07 |
| BWIN Baldwin Insurance Group Inc./ | Add +47.4% | 0.19% | +0.07 |
| KNSL Kinsale Capital Group Inc. | New | 0.06% | +0.06 |
| MAR Marriott International Class A | New | 0.05% | +0.05 |
| COO The Cooper Cos Inc. | Add +82.9% | 0.11% | +0.05 |
| ARES Ares Management Corp. Class A | Add +53.5% | 0.26% | +0.04 |
| PG The Procter & Gamble Co. | Add +6.6% | 0.16% | +0.03 |
| USB US Bancorp | Add +383.8% | 0.03% | +0.03 |
| LOAR Loar Holdings Inc. | Add +440.0% | 0.03% | +0.03 |
| PEP Pepsico Inc. | Add +9.3% | 0.07% | +0.02 |
| GS Goldman Sachs Group Inc. | Add +348.2% | 0.02% | +0.02 |
| VLO Valero Energy Corp. | New | 0.02% | +0.02 |
| GEV GE Vernova Inc. | Add +13.1% | 0.04% | +0.02 |
| PRPFX Permanent Portfolio-I | New | 0.01% | +0.01 |
| CL Colgate-Palmolive Co. | New | 0.01% | +0.01 |
| KO The Coca-Cola Co. | Add +19.0% | 0.03% | +0.01 |
| INTU Intuit Inc. | New | 0.01% | +0.01 |
| LGND Ligand Pharmaceuticals | New | 0.01% | +0.01 |
| APD Air Products & Chemicals Inc. | New | 0.01% | +0.01 |
| WMS Advanced Drainage Systems Inc. | Add +11.7% | 0.03% | +0.01 |
| KTOS Kratos Defense & Security | New | 0.01% | +0.01 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.01% | +0.01 |
| KHC The Kraft Heinz Co. | Add +33.3% | 0.02% | +0.01 |
| KMI Kinder Morgan Inc. | New | 0.00% | +0.00 |
| CWGIX Af Cap WLRD GR & Inc. Class A | Add +0.3% | 0.04% | +0.00 |
| IAUX I-80 Gold Corp. | New | 0.00% | +0.00 |
| PAYX Paychex Inc. | Add +43.4% | 0.01% | +0.00 |
| MU Micron Technology Inc. | Add +0.2% | 0.01% | +0.00 |
| VFIAX Vanguard 500 Index-Adm | Add +1.5% | 0.01% | +0.00 |
| ONEXF Onex Corporation | Add +15.8% | 0.00% | +0.00 |
| DIS The Walt Disney Co. | Add +2.0% | 0.01% | −0.00 |
| IBM Intl Business Machines Corp. | Add +0.1% | 0.01% | −0.00 |
| MA Mastercard Inc. Class A | Add +0.2% | 0.99% | −0.00 |
| RKT Rocket Cos Inc. Class A | Add +7.5% | 0.08% | −0.01 |
| ABT Abbott Laboratories | Add +6.9% | 1.98% | −0.01 |
| SDHC Smith Douglas Homes Corp. | Add +4.2% | 0.22% | −0.02 |
| WAT Waters Corp. | Add +10.6% | 2.65% | −0.04 |
| FTRE Fortrea Holdings Inc. | Add +17.8% | 0.18% | −0.07 |
| SGI Somnigroup International Inc. | Add +3.7% | 3.67% | −0.10 |
| QCOM Qualcomm Inc. | Add +1.1% | 0.88% | −0.14 |
| CSGP Costar Group Inc. | Add +31.6% | 2.44% | −0.28 |
| BX Blackstone Inc. | Add +5.1% | 5.36% | −0.66 |
| APO Apollo Global Management Inc. | Add +0.0% | 6.35% | −0.92 |
Notes & Other Activity Q4 2025 → Q1 2026
| MERCHANTS BANCORP (MBIN 6 PERP C) | PFD | Sold out | 99,359 | $1.8Mbefore exit |
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 |