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Beck Mack & Oliver LLC Top Holdings and 13F Report (2025)

About Beck Mack & Oliver LLC

Investment Activity

  • Beck Mack & Oliver LLC has $5.01 billion in total holdings as of March 31, 2025.
  • Beck Mack & Oliver LLC owns shares of 187 different stocks, but just 27 companies or ETFs make up 80% of its holdings.
  • Approximately 5.28% of the portfolio was purchased this quarter.
  • About 12.43% of the portfolio was sold this quarter.
  • This quarter, Beck Mack & Oliver LLC has purchased 190 new stocks and bought additional shares in 54 stocks.
  • Beck Mack & Oliver LLC sold shares of 68 stocks and completely divested from 20 stocks this quarter.

Largest Holdings

Blackstone
$315,712,561
Microsoft
$260,277,441
Credit Acceptance
$203,943,792

Largest New Holdings this Quarter

88023U101 - Tempur Sealy International
$129,697,086 Holding
512816109 - Lamar Advertising
$1,418,268 Holding
30303m102 - Meta Platforms
$1,212,085 Holding
922908710 - VANGUARD INDEX FDS 500INDEX AD
$536,560 Holding
315911750 - FIDELITY CONCORD STR T 500 IND
$438,606 Holding

Largest Purchases this Quarter

Tempur Sealy International
2,165,950 shares (about $129.70M)
FERGUSON ENTERPRISES INC.
221,326 shares (about $35.46M)
Blue Owl Capital
732,452 shares (about $14.68M)
RadNet
211,570 shares (about $10.52M)
Ashtead Group
163,930 shares (about $8.89M)

Largest Sales this Quarter

GLOBALSTAR INC
16,394,755 shares (about $341.99M)
Enstar Group
454,516 shares (about $151.07M)
Fortrea
2,700,885 shares (about $20.39M)
Berkshire Hathaway
25,265 shares (about $13.46M)
Apollo Global Management
80,718 shares (about $11.05M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofBeck Mack & Oliver LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
$393,363,490$11,053,524 -2.7%2,872,5247.9%Finance
Blackstone Inc. stock logo
BX
Blackstone
$315,712,561$9,748,677 -3.0%2,258,6396.3%Finance
Arthur J. Gallagher & Co. stock logo
AJG
Arthur J. Gallagher & Co.
$270,291,600$3,998,916 1.5%782,9095.4%Finance
Microsoft Co. stock logo
MSFT
Microsoft
$260,277,441$10,410,317 -3.8%693,3525.2%Computer and Technology
Credit Acceptance Co. stock logo
CACC
Credit Acceptance
$203,943,792$1,928,051 1.0%394,9724.1%Finance
Ashtead Group plc stock logo
ASHTF
Ashtead Group
$179,494,243$8,893,129 5.2%3,308,6773.6%Industrials
Alphabet Inc. stock logo
GOOG
Alphabet
$178,532,145$1,446,377 -0.8%1,142,7523.6%Computer and Technology
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$169,990,487$3,785,542 2.3%2,171,5703.4%Finance
RadNet, Inc. stock logo
RDNT
RadNet
$163,103,924$10,519,260 6.9%3,280,4493.3%Medical
LABCORP HOLDINGS
$145,932,090$3,255,100 2.3%627,0182.9%COM
CoStar Group, Inc. stock logo
CSGP
CoStar Group
$143,448,847$8,334,521 6.2%1,810,5372.9%Computer and Technology
FERGUSON ENTERPRISES INC.
$137,921,818$35,463,065 34.6%860,7742.8%COM
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
$135,824,467$14,678,338 12.1%6,777,6682.7%Finance
Roper Technologies, Inc. stock logo
ROP
Roper Technologies
$131,935,878$4,696,014 3.7%223,7792.6%Computer and Technology
Tempur Sealy International, Inc. stock logo
TPX
Tempur Sealy International
$129,697,086$129,697,086 New Holding2,165,9502.6%Retail/Wholesale
Fiserv, Inc. stock logo
FI
Fiserv
$118,865,943$5,491,380 4.8%538,2692.4%Business Services
Zurn Elkay Water Solutions Co. stock logo
ZWS
Zurn Elkay Water Solutions
$117,833,220$2,879,253 2.5%3,572,8692.4%Industrials
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$111,780,104$4,273,057 4.0%842,6692.2%Medical
American Express stock logo
AXP
American Express
$108,119,931$1,658,694 1.6%401,8582.2%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$103,382,149$1,989,628 -1.9%421,4522.1%Finance
Hilton Worldwide Holdings Inc. stock logo
HLT
Hilton Worldwide
$98,299,780$1,247,429 1.3%431,9922.0%Consumer Discretionary
Waters Co. stock logo
WAT
Waters
$92,108,960$1,348,229 1.5%249,9091.8%Medical
Matador Resources stock logo
MTDR
Matador Resources
$77,397,680$4,933,353 6.8%1,514,9281.5%Energy
Jefferies Financial Group Inc. stock logo
JEF
Jefferies Financial Group
$70,332,267$2,406,900 -3.3%1,312,9041.4%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$69,134,246$3,570,017 -4.9%447,0661.4%Computer and Technology
Markel Group Inc. stock logo
MKL
Markel Group
$55,577,896$874,977 -1.5%29,7271.1%Multi-Sector Conglomerates
Rush Enterprises, Inc. stock logo
RUSHA
Rush Enterprises
$54,679,128$2,660,085 -4.6%1,023,7621.1%Retail/Wholesale
Mastercard Incorporated stock logo
MA
Mastercard
$54,494,753$1,290,825 2.4%99,4211.1%Business Services
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$52,148,752$260,062 -0.5%339,4881.0%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$48,742,409$13,455,676 -21.6%91,5211.0%Finance
Westinghouse Air Brake Technologies Co. stock logo
WAB
Westinghouse Air Brake Technologies
$45,121,875$1,524,972 -3.3%248,8110.9%Transportation
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$38,189,635$3,249,137 -7.8%230,2800.8%Medical
Union Pacific Co. stock logo
UNP
Union Pacific
$36,748,786$2,061,430 -5.3%155,5570.7%Transportation
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$34,722,349$274,278 -0.8%148,8760.7%Retail/Wholesale
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$33,775,043$7,809,935 -18.8%989,3100.7%Energy
Enstar Group Limited stock logo
ESGR
Enstar Group
$30,687,648$151,072,027 -83.1%92,3270.6%Finance
Brookfield Co. stock logo
BN
Brookfield
$29,645,979$534,582 -1.8%565,6550.6%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$28,380,009$3,089,639 12.2%149,1640.6%Retail/Wholesale
The Williams Companies, Inc. stock logo
WMB
Williams Companies
$27,111,558$363,699 -1.3%453,6740.5%Energy
Walmart Inc. stock logo
WMT
Walmart
$26,830,907$681,075 -2.5%305,6260.5%Retail/Wholesale
Warner Bros. Discovery, Inc. stock logo
WBD
Warner Bros. Discovery
$25,186,304$874,023 -3.4%2,347,2790.5%Consumer Discretionary
GLOBALSTAR INC
$24,577,878$341,994,592 -93.3%1,178,2300.5%COM
Apple Inc. stock logo
AAPL
Apple
$24,547,332$129,946 -0.5%110,5090.5%Computer and Technology
Fortrea Holdings Inc. stock logo
FTRE
Fortrea
$22,160,088$20,391,682 -47.9%2,935,1110.4%Medical
Teva Pharmaceutical Industries Limited stock logo
TEVA
Teva Pharmaceutical Industries
$17,994,197$411,224 -2.2%1,170,7350.4%Medical
Hubbell Incorporated stock logo
HUBB
Hubbell
$16,766,879$259,764 -1.5%50,6690.3%Industrials
SMITH DOUGLAS HOMES CO COM SHS
$16,415,832$2,762,958 20.2%840,9750.3%COM
Enbridge Inc. stock logo
ENB
Enbridge
$15,428,476$64,382 -0.4%348,1940.3%Energy
Duke Energy Co. stock logo
DUK
Duke Energy
$15,412,739$130,020 0.9%126,3650.3%Utilities
Sysco Co. stock logo
SYY
Sysco
$13,680,617$202,608 -1.5%182,3110.3%Consumer Staples
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$13,317,757$9,118,747 -40.6%38,1390.3%Basic Materials
Dover Co. stock logo
DOV
Dover
$11,743,845$6,336,771 -35.0%66,8480.2%Industrials
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$10,656,018$514,020 -4.6%234,9210.2%Computer and Technology
Ares Management Co. stock logo
ARES
Ares Management
$10,457,251$56,005 0.5%71,3270.2%Finance
Park Aerospace Corp. stock logo
PKE
Park Aerospace
$10,246,170$2,018 0.0%761,7970.2%Aerospace
1stdibs.Com, Inc. stock logo
DIBS
1stdibs.Com
$10,167,055$167,553 1.7%3,344,4260.2%Retail/Wholesale
Crimson Wine Group, Ltd. stock logo
CWGL
Crimson Wine Group
$9,885,036$27,158 -0.3%1,716,1520.2%Consumer Staples
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$9,594,594$526,261 -5.2%106,8920.2%Medical
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$9,374,151$549,474 -5.5%9,9120.2%Retail/Wholesale
Nutrien Ltd. stock logo
NTR
Nutrien
$9,279,349$716,639 -7.2%186,8200.2%Basic Materials
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$8,809,180$129,519 1.5%51,6910.2%Consumer Staples
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$8,626,028$274,060 -3.1%28,2330.2%Business Services
Townsquare Media, Inc. stock logo
TSQ
Townsquare Media
$7,681,832$132,772 -1.7%943,7140.2%Consumer Discretionary
FedEx Co. stock logo
FDX
FedEx
$7,242,216$157,969 -2.1%29,7080.1%Transportation
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
$7,025,157$11,561 -0.2%60,7660.1%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$6,627,605$531,410 8.7%18,0840.1%Retail/Wholesale
Kimberly-Clark Co. stock logo
KMB
Kimberly-Clark
$6,364,0610.0%44,7480.1%Consumer Staples
The Progressive Co. stock logo
PGR
Progressive
$5,843,024$429,326 7.9%20,6460.1%Finance
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$5,477,202$36,036 0.7%46,0540.1%Energy
Vitesse Energy, Inc. stock logo
VTS
Vitesse Energy
$5,134,785$13,795 -0.3%208,8160.1%Energy
AXIS Capital Holdings Limited stock logo
AXS
AXIS Capital
$5,082,769$10,024 -0.2%50,7060.1%Finance
Visa Inc. stock logo
V
Visa
$5,015,784$95,325 1.9%14,3120.1%Business Services
Brookfield Asset Management Ltd. stock logo
BAM
Brookfield Asset Management
$4,956,483$65,407 -1.3%102,3010.1%Finance
LINDE PLC COM
$3,860,6210.0%8,2910.1%COM
Armstrong World Industries, Inc. stock logo
AWI
Armstrong World Industries
$3,853,9130.0%27,3560.1%Construction
AbbVie Inc. stock logo
ABBV
AbbVie
$3,811,378$688,692 -15.3%18,1910.1%Medical
PepsiCo, Inc. stock logo
PEP
PepsiCo
$3,562,058$416,076 13.2%23,7570.1%Consumer Staples
M&T Bank Co. stock logo
MTB
M&T Bank
$3,414,661$392,356 -10.3%19,1030.1%Finance
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$3,306,4070.0%11,4750.1%Finance
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$3,193,766$3,193,766 -50.0%40.1%Finance
LOAR HOLDINGS INC.
$3,179,250$1,413,000 -30.8%45,0000.1%COM
Globe Life Inc. stock logo
GL
Globe Life
$2,782,5850.0%21,1250.1%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$2,476,2930.0%4,4070.0%ETF
Deere & Company stock logo
DE
Deere & Company
$2,440,6200.0%5,2000.0%Industrials
The Bank of New York Mellon Co. stock logo
BK
Bank of New York Mellon
$2,219,872$44,535 -2.0%26,4680.0%Finance
Pfizer Inc. stock logo
PFE
Pfizer
$2,217,407$38,010 1.7%87,5060.0%Medical
Nestlé S.A. stock logo
NSRGY
Nestlé
$1,840,282$5,058 -0.3%18,1900.0%Consumer Staples
Chevron Co. stock logo
CVX
Chevron
$1,752,697$46,005 2.7%10,4770.0%Energy
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$1,646,8580.0%13,5210.0%Retail/Wholesale
Amdocs Limited stock logo
DOX
Amdocs
$1,611,956$8,235 0.5%17,6170.0%Computer and Technology
Advanced Drainage Systems, Inc. stock logo
WMS
Advanced Drainage Systems
$1,528,162$890,061 -36.8%14,0650.0%Construction
Amgen Inc. stock logo
AMGN
Amgen
$1,528,115$87,855 6.1%4,9050.0%Medical
GE Aerospace stock logo
GE
GE Aerospace
$1,453,4890.0%7,2620.0%Industrials
Hess Co. stock logo
HES
Hess
$1,437,5700.0%9,0000.0%Energy
CVS Health Co. stock logo
CVS
CVS Health
$1,420,275$36,450 2.6%20,9630.0%Medical
Lamar Advertising stock logo
LAMR
Lamar Advertising
$1,418,268$1,418,268 New Holding12,4650.0%Finance
RTX Co. stock logo
RTX
RTX
$1,413,348$96,696 7.3%10,6700.0%Aerospace
The Coca-Cola Company stock logo
KO
Coca-Cola
$1,399,526$157,564 12.7%19,5410.0%Consumer Staples
Public Service Enterprise Group Incorporated stock logo
PEG
Public Service Enterprise Group
$1,349,7200.0%16,4000.0%Utilities
Danaher Co. stock logo
DHR
Danaher
$1,314,255$222,220 -14.5%6,4110.0%Medical

Showing largest 100 holdings. View all holdings.
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