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

Apollo Global Management: $393,363,490
Blackstone: $315,712,561
Arthur J. Gallagher & Co.: $270,291,600
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

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
APO Apollo Global Management	$393,363,490	$11,053,524 ▼	-2.7%	2,872,524	7.9%	Finance
BX Blackstone	$315,712,561	$9,748,677 ▼	-3.0%	2,258,639	6.3%	Finance
AJG Arthur J. Gallagher & Co.	$270,291,600	$3,998,916 ▲	1.5%	782,909	5.4%	Finance
MSFT Microsoft	$260,277,441	$10,410,317 ▼	-3.8%	693,352	5.2%	Computer and Technology
CACC Credit Acceptance	$203,943,792	$1,928,051 ▲	1.0%	394,972	4.1%	Finance
ASHTF Ashtead Group	$179,494,243	$8,893,129 ▲	5.2%	3,308,677	3.6%	Industrials
GOOG Alphabet	$178,532,145	$1,446,377 ▼	-0.8%	1,142,752	3.6%	Computer and Technology
SCHW Charles Schwab	$169,990,487	$3,785,542 ▲	2.3%	2,171,570	3.4%	Finance
RDNT RadNet	$163,103,924	$10,519,260 ▲	6.9%	3,280,449	3.3%	Medical
LABCORP HOLDINGS	$145,932,090	$3,255,100 ▲	2.3%	627,018	2.9%	COM
CSGP CoStar Group	$143,448,847	$8,334,521 ▲	6.2%	1,810,537	2.9%	Computer and Technology
FERGUSON ENTERPRISES INC.	$137,921,818	$35,463,065 ▲	34.6%	860,774	2.8%	COM
OWL Blue Owl Capital	$135,824,467	$14,678,338 ▲	12.1%	6,777,668	2.7%	Finance
ROP Roper Technologies	$131,935,878	$4,696,014 ▲	3.7%	223,779	2.6%	Computer and Technology
TPX Tempur Sealy International	$129,697,086	$129,697,086 ▲	New Holding	2,165,950	2.6%	Retail/Wholesale
FI Fiserv	$118,865,943	$5,491,380 ▲	4.8%	538,269	2.4%	Business Services
ZWS Zurn Elkay Water Solutions Cor	$117,833,220	$2,879,253 ▲	2.5%	3,572,869	2.4%	Business Services
ABT Abbott Laboratories	$111,780,104	$4,273,057 ▲	4.0%	842,669	2.2%	Medical
AXP American Express	$108,119,931	$1,658,694 ▲	1.6%	401,858	2.2%	Finance
JPM JPMorgan Chase & Co.	$103,382,149	$1,989,628 ▼	-1.9%	421,452	2.1%	Finance
HLT Hilton Worldwide	$98,299,780	$1,247,429 ▲	1.3%	431,992	2.0%	Consumer Discretionary
WAT Waters	$92,108,960	$1,348,229 ▲	1.5%	249,909	1.8%	Medical
MTDR Matador Resources	$77,397,680	$4,933,353 ▲	6.8%	1,514,928	1.5%	Energy
JEF Jefferies Financial Group	$70,332,267	$2,406,900 ▼	-3.3%	1,312,904	1.4%	Finance
GOOGL Alphabet	$69,134,246	$3,570,017 ▼	-4.9%	447,066	1.4%	Computer and Technology
MKL Markel Group	$55,577,896	$874,977 ▼	-1.5%	29,727	1.1%	Multi-Sector Conglomerates
RUSHA Rush Enterprises	$54,679,128	$2,660,085 ▼	-4.6%	1,023,762	1.1%	Retail/Wholesale
MA Mastercard	$54,494,753	$1,290,825 ▲	2.4%	99,421	1.1%	Business Services
QCOM QUALCOMM	$52,148,752	$260,062 ▼	-0.5%	339,488	1.0%	Computer and Technology
BRK.B Berkshire Hathaway	$48,742,409	$13,455,676 ▼	-21.6%	91,521	1.0%	Finance
WAB Wabtec	$45,121,875	$1,524,972 ▼	-3.3%	248,811	0.9%	Transportation
JNJ Johnson & Johnson	$38,189,635	$3,249,137 ▼	-7.8%	230,280	0.8%	Medical
UNP Union Pacific	$36,748,786	$2,061,430 ▼	-5.3%	155,557	0.7%	Transportation
LOW Lowe's Companies	$34,722,349	$274,278 ▼	-0.8%	148,876	0.7%	Retail/Wholesale
EPD Enterprise Products Partners	$33,775,043	$7,809,935 ▼	-18.8%	989,310	0.7%	Energy
ESGR Enstar Group	$30,687,648	$151,072,027 ▼	-83.1%	92,327	0.6%	Finance
BN Brookfield	$29,645,979	$534,582 ▼	-1.8%	565,655	0.6%	Finance
AMZN Amazon.com	$28,380,009	$3,089,639 ▲	12.2%	149,164	0.6%	Retail/Wholesale
WMB Williams Companies	$27,111,558	$363,699 ▼	-1.3%	453,674	0.5%	Energy
WMT Walmart	$26,830,907	$681,075 ▼	-2.5%	305,626	0.5%	Retail/Wholesale
WBD Warner Bros. Discovery	$25,186,304	$874,023 ▼	-3.4%	2,347,279	0.5%	Consumer Discretionary
GLOBALSTAR INC	$24,577,878	$341,994,592 ▼	-93.3%	1,178,230	0.5%	COM
AAPL Apple	$24,547,332	$129,946 ▼	-0.5%	110,509	0.5%	Computer and Technology
FTRE Fortrea	$22,160,088	$20,391,682 ▼	-47.9%	2,935,111	0.4%	Medical
TEVA Teva Pharmaceutical Industries	$17,994,197	$411,224 ▼	-2.2%	1,170,735	0.4%	Medical
HUBB Hubbell	$16,766,879	$259,764 ▼	-1.5%	50,669	0.3%	Industrials
SMITH DOUGLAS HOMES CO COM SHS	$16,415,832	$2,762,958 ▲	20.2%	840,975	0.3%	COM
ENB Enbridge	$15,428,476	$64,382 ▼	-0.4%	348,194	0.3%	Energy
DUK Duke Energy	$15,412,739	$130,020 ▲	0.9%	126,365	0.3%	Utilities
SYY Sysco	$13,680,617	$202,608 ▼	-1.5%	182,311	0.3%	Consumer Staples
SHW Sherwin-Williams	$13,317,757	$9,118,747 ▼	-40.6%	38,139	0.3%	Basic Materials
DOV Dover	$11,743,845	$6,336,771 ▼	-35.0%	66,848	0.2%	Industrials
VZ Verizon Communications	$10,656,018	$514,020 ▼	-4.6%	234,921	0.2%	Computer and Technology
ARES Ares Management	$10,457,251	$56,005 ▲	0.5%	71,327	0.2%	Finance
PKE Park Aerospace	$10,246,170	$2,018 ▼	0.0%	761,797	0.2%	Aerospace
DIBS 1stdibs.com	$10,167,055	$167,553 ▲	1.7%	3,344,426	0.2%	Retail/Wholesale
CWGL Crimson Wine Group	$9,885,036	$27,158 ▼	-0.3%	1,716,152	0.2%	Consumer Staples
MRK Merck & Co., Inc.	$9,594,594	$526,261 ▼	-5.2%	106,892	0.2%	Medical
COST Costco Wholesale	$9,374,151	$549,474 ▼	-5.5%	9,912	0.2%	Retail/Wholesale
NTR Nutrien	$9,279,349	$716,639 ▼	-7.2%	186,820	0.2%	Basic Materials
PG Procter & Gamble	$8,809,180	$129,519 ▲	1.5%	51,691	0.2%	Consumer Staples
ADP Automatic Data Processing	$8,626,028	$274,060 ▼	-3.1%	28,233	0.2%	Computer and Technology
TSQ Townsquare Media	$7,681,832	$132,772 ▼	-1.7%	943,714	0.2%	Consumer Discretionary
FDX FedEx	$7,242,216	$157,969 ▼	-2.1%	29,708	0.1%	Transportation
KKR KKR & Co. Inc.	$7,025,157	$11,561 ▼	-0.2%	60,766	0.1%	Finance
HD Home Depot	$6,627,605	$531,410 ▲	8.7%	18,084	0.1%	Retail/Wholesale
KMB Kimberly-Clark	$6,364,061		0.0%	44,748	0.1%	Consumer Staples
PGR Progressive	$5,843,024	$429,326 ▲	7.9%	20,646	0.1%	Finance
XOM Exxon Mobil	$5,477,202	$36,036 ▲	0.7%	46,054	0.1%	Energy
VTS Vitesse Energy	$5,134,785	$13,795 ▼	-0.3%	208,816	0.1%	Energy
AXS Axis Capital	$5,082,769	$10,024 ▼	-0.2%	50,706	0.1%	Finance
V Visa	$5,015,784	$95,325 ▲	1.9%	14,312	0.1%	Business Services
BAM Brookfield Asset Management	$4,956,483	$65,407 ▼	-1.3%	102,301	0.1%	Finance
LINDE PLC COM	$3,860,621		0.0%	8,291	0.1%	COM
AWI Armstrong World Industries	$3,853,913		0.0%	27,356	0.1%	Construction
ABBV AbbVie	$3,811,378	$688,692 ▼	-15.3%	18,191	0.1%	Medical
PEP PepsiCo	$3,562,058	$416,076 ▲	13.2%	23,757	0.1%	Consumer Staples
MTB M&T Bank	$3,414,661	$392,356 ▼	-10.3%	19,103	0.1%	Finance
GLD SPDR Gold Shares	$3,306,407		0.0%	11,475	0.1%	Finance
BRK.A Berkshire Hathaway	$3,193,766	$3,193,766 ▼	-50.0%	4	0.1%	Finance
LOAR HOLDINGS INC.	$3,179,250	$1,413,000 ▼	-30.8%	45,000	0.1%	COM
GL Globe Life	$2,782,585		0.0%	21,125	0.1%	Finance
IVV iShares Core S&P 500 ETF	$2,476,293		0.0%	4,407	0.0%	ETF
DE Deere & Company	$2,440,620		0.0%	5,200	0.0%	Industrials
BK Bank of New York Mellon	$2,219,872	$44,535 ▼	-2.0%	26,468	0.0%	Finance
PFE Pfizer	$2,217,407	$38,010 ▲	1.7%	87,506	0.0%	Medical
NSRGY Nestle	$1,840,282	$5,058 ▼	-0.3%	18,190	0.0%	Consumer Staples
CVX Chevron	$1,752,697	$46,005 ▲	2.7%	10,477	0.0%	Energy
TJX TJX Companies	$1,646,858		0.0%	13,521	0.0%	Retail/Wholesale
DOX Amdocs	$1,611,956	$8,235 ▲	0.5%	17,617	0.0%	Computer and Technology
WMS Advanced Drainage Systems	$1,528,162	$890,061 ▼	-36.8%	14,065	0.0%	Construction
AMGN Amgen	$1,528,115	$87,855 ▲	6.1%	4,905	0.0%	Medical
GE GE Aerospace	$1,453,489		0.0%	7,262	0.0%	Aerospace
HES Hess	$1,437,570		0.0%	9,000	0.0%	Energy
CVS CVS Health	$1,420,275	$36,450 ▲	2.6%	20,963	0.0%	Medical
LAMR Lamar Advertising	$1,418,268	$1,418,268 ▲	New Holding	12,465	0.0%	Finance
RTX RTX	$1,413,348	$96,696 ▲	7.3%	10,670	0.0%	Aerospace
KO CocaCola	$1,399,526	$157,564 ▲	12.7%	19,541	0.0%	Consumer Staples
PEG Public Service Enterprise Group	$1,349,720		0.0%	16,400	0.0%	Utilities
DHR Danaher	$1,314,255	$222,220 ▼	-14.5%	6,411	0.0%	Medical

Showing largest 100 holdings. View all holdings.

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

About Beck Mack & Oliver LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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

About Beck Mack & Oliver LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBeck Mack & Oliver LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools