Beck Mack & Oliver LLC Top Holdings and 13F Report (2025) About Beck Mack & Oliver LLCInvestment ActivityBeck 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 $393,363,490Blackstone $315,712,561Arthur J. Gallagher & Co. $270,291,600Microsoft $260,277,441Credit Acceptance $203,943,792 Largest New Holdings this Quarter 88023U101 - Tempur Sealy International $129,697,086 Holding512816109 - Lamar Advertising $1,418,268 Holding30303m102 - Meta Platforms $1,212,085 Holding922908710 - VANGUARD INDEX FDS 500INDEX AD $536,560 Holding315911750 - 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 TimeMap of 500 Largest Holdings ofBeck Mack & Oliver LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAPOApollo Global Management$393,363,490$11,053,524 ▼-2.7%2,872,5247.9%FinanceBXBlackstone$315,712,561$9,748,677 ▼-3.0%2,258,6396.3%FinanceAJGArthur J. Gallagher & Co.$270,291,600$3,998,916 ▲1.5%782,9095.4%FinanceMSFTMicrosoft$260,277,441$10,410,317 ▼-3.8%693,3525.2%Computer and TechnologyCACCCredit Acceptance$203,943,792$1,928,051 ▲1.0%394,9724.1%FinanceASHTFAshtead Group$179,494,243$8,893,129 ▲5.2%3,308,6773.6%IndustrialsGOOGAlphabet$178,532,145$1,446,377 ▼-0.8%1,142,7523.6%Computer and TechnologySCHWCharles Schwab$169,990,487$3,785,542 ▲2.3%2,171,5703.4%FinanceRDNTRadNet$163,103,924$10,519,260 ▲6.9%3,280,4493.3%MedicalLABCORP HOLDINGS$145,932,090$3,255,100 ▲2.3%627,0182.9%COMCSGPCoStar Group$143,448,847$8,334,521 ▲6.2%1,810,5372.9%Computer and TechnologyFERGUSON ENTERPRISES INC.$137,921,818$35,463,065 ▲34.6%860,7742.8%COMOWLBlue Owl Capital$135,824,467$14,678,338 ▲12.1%6,777,6682.7%FinanceROPRoper Technologies$131,935,878$4,696,014 ▲3.7%223,7792.6%Computer and TechnologyTPXTempur Sealy International$129,697,086$129,697,086 ▲New Holding2,165,9502.6%Retail/WholesaleFIFiserv$118,865,943$5,491,380 ▲4.8%538,2692.4%Business ServicesZWSZurn Elkay Water Solutions$117,833,220$2,879,253 ▲2.5%3,572,8692.4%IndustrialsABTAbbott Laboratories$111,780,104$4,273,057 ▲4.0%842,6692.2%MedicalAXPAmerican Express$108,119,931$1,658,694 ▲1.6%401,8582.2%FinanceJPMJPMorgan Chase & Co.$103,382,149$1,989,628 ▼-1.9%421,4522.1%FinanceHLTHilton Worldwide$98,299,780$1,247,429 ▲1.3%431,9922.0%Consumer DiscretionaryWATWaters$92,108,960$1,348,229 ▲1.5%249,9091.8%MedicalMTDRMatador Resources$77,397,680$4,933,353 ▲6.8%1,514,9281.5%EnergyJEFJefferies Financial Group$70,332,267$2,406,900 ▼-3.3%1,312,9041.4%FinanceGOOGLAlphabet$69,134,246$3,570,017 ▼-4.9%447,0661.4%Computer and TechnologyMKLMarkel Group$55,577,896$874,977 ▼-1.5%29,7271.1%Multi-Sector ConglomeratesRUSHARush Enterprises$54,679,128$2,660,085 ▼-4.6%1,023,7621.1%Retail/WholesaleMAMastercard$54,494,753$1,290,825 ▲2.4%99,4211.1%Business ServicesQCOMQUALCOMM$52,148,752$260,062 ▼-0.5%339,4881.0%Computer and TechnologyBRK.BBerkshire Hathaway$48,742,409$13,455,676 ▼-21.6%91,5211.0%FinanceWABWestinghouse Air Brake Technologies$45,121,875$1,524,972 ▼-3.3%248,8110.9%TransportationJNJJohnson & Johnson$38,189,635$3,249,137 ▼-7.8%230,2800.8%MedicalUNPUnion Pacific$36,748,786$2,061,430 ▼-5.3%155,5570.7%TransportationLOWLowe's Companies$34,722,349$274,278 ▼-0.8%148,8760.7%Retail/WholesaleEPDEnterprise Products Partners$33,775,043$7,809,935 ▼-18.8%989,3100.7%EnergyESGREnstar Group$30,687,648$151,072,027 ▼-83.1%92,3270.6%FinanceBNBrookfield$29,645,979$534,582 ▼-1.8%565,6550.6%FinanceAMZNAmazon.com$28,380,009$3,089,639 ▲12.2%149,1640.6%Retail/WholesaleWMBWilliams Companies$27,111,558$363,699 ▼-1.3%453,6740.5%EnergyWMTWalmart$26,830,907$681,075 ▼-2.5%305,6260.5%Retail/WholesaleWBDWarner Bros. Discovery$25,186,304$874,023 ▼-3.4%2,347,2790.5%Consumer DiscretionaryGLOBALSTAR INC$24,577,878$341,994,592 ▼-93.3%1,178,2300.5%COMAAPLApple$24,547,332$129,946 ▼-0.5%110,5090.5%Computer and TechnologyFTREFortrea$22,160,088$20,391,682 ▼-47.9%2,935,1110.4%MedicalTEVATeva Pharmaceutical Industries$17,994,197$411,224 ▼-2.2%1,170,7350.4%MedicalHUBBHubbell$16,766,879$259,764 ▼-1.5%50,6690.3%IndustrialsSMITH DOUGLAS HOMES CO COM SHS$16,415,832$2,762,958 ▲20.2%840,9750.3%COMENBEnbridge$15,428,476$64,382 ▼-0.4%348,1940.3%EnergyDUKDuke Energy$15,412,739$130,020 ▲0.9%126,3650.3%UtilitiesSYYSysco$13,680,617$202,608 ▼-1.5%182,3110.3%Consumer StaplesSHWSherwin-Williams$13,317,757$9,118,747 ▼-40.6%38,1390.3%Basic MaterialsDOVDover$11,743,845$6,336,771 ▼-35.0%66,8480.2%IndustrialsVZVerizon Communications$10,656,018$514,020 ▼-4.6%234,9210.2%Computer and TechnologyARESAres Management$10,457,251$56,005 ▲0.5%71,3270.2%FinancePKEPark Aerospace$10,246,170$2,018 ▼0.0%761,7970.2%AerospaceDIBS1stdibs.Com$10,167,055$167,553 ▲1.7%3,344,4260.2%Retail/WholesaleCWGLCrimson Wine Group$9,885,036$27,158 ▼-0.3%1,716,1520.2%Consumer StaplesMRKMerck & Co., Inc.$9,594,594$526,261 ▼-5.2%106,8920.2%MedicalCOSTCostco Wholesale$9,374,151$549,474 ▼-5.5%9,9120.2%Retail/WholesaleNTRNutrien$9,279,349$716,639 ▼-7.2%186,8200.2%Basic MaterialsPGProcter & Gamble$8,809,180$129,519 ▲1.5%51,6910.2%Consumer StaplesADPAutomatic Data Processing$8,626,028$274,060 ▼-3.1%28,2330.2%Business ServicesTSQTownsquare Media$7,681,832$132,772 ▼-1.7%943,7140.2%Consumer DiscretionaryFDXFedEx$7,242,216$157,969 ▼-2.1%29,7080.1%TransportationKKRKKR & Co. Inc.$7,025,157$11,561 ▼-0.2%60,7660.1%FinanceHDHome Depot$6,627,605$531,410 ▲8.7%18,0840.1%Retail/WholesaleKMBKimberly-Clark$6,364,0610.0%44,7480.1%Consumer StaplesPGRProgressive$5,843,024$429,326 ▲7.9%20,6460.1%FinanceXOMExxon Mobil$5,477,202$36,036 ▲0.7%46,0540.1%EnergyVTSVitesse Energy$5,134,785$13,795 ▼-0.3%208,8160.1%EnergyAXSAXIS Capital$5,082,769$10,024 ▼-0.2%50,7060.1%FinanceVVisa$5,015,784$95,325 ▲1.9%14,3120.1%Business ServicesBAMBrookfield Asset Management$4,956,483$65,407 ▼-1.3%102,3010.1%FinanceLINDE PLC COM$3,860,6210.0%8,2910.1%COMAWIArmstrong World Industries$3,853,9130.0%27,3560.1%ConstructionABBVAbbVie$3,811,378$688,692 ▼-15.3%18,1910.1%MedicalPEPPepsiCo$3,562,058$416,076 ▲13.2%23,7570.1%Consumer StaplesMTBM&T Bank$3,414,661$392,356 ▼-10.3%19,1030.1%FinanceGLDSPDR Gold Shares$3,306,4070.0%11,4750.1%FinanceBRK.ABerkshire Hathaway$3,193,766$3,193,766 ▼-50.0%40.1%FinanceLOAR HOLDINGS INC.$3,179,250$1,413,000 ▼-30.8%45,0000.1%COMGLGlobe Life$2,782,5850.0%21,1250.1%FinanceIVViShares Core S&P 500 ETF$2,476,2930.0%4,4070.0%ETFDEDeere & Company$2,440,6200.0%5,2000.0%IndustrialsBKBank of New York Mellon$2,219,872$44,535 ▼-2.0%26,4680.0%FinancePFEPfizer$2,217,407$38,010 ▲1.7%87,5060.0%MedicalNSRGYNestlé$1,840,282$5,058 ▼-0.3%18,1900.0%Consumer StaplesCVXChevron$1,752,697$46,005 ▲2.7%10,4770.0%EnergyTJXTJX Companies$1,646,8580.0%13,5210.0%Retail/WholesaleDOXAmdocs$1,611,956$8,235 ▲0.5%17,6170.0%Computer and TechnologyWMSAdvanced Drainage Systems$1,528,162$890,061 ▼-36.8%14,0650.0%ConstructionAMGNAmgen$1,528,115$87,855 ▲6.1%4,9050.0%MedicalGEGE Aerospace$1,453,4890.0%7,2620.0%IndustrialsHESHess$1,437,5700.0%9,0000.0%EnergyCVSCVS Health$1,420,275$36,450 ▲2.6%20,9630.0%MedicalLAMRLamar Advertising$1,418,268$1,418,268 ▲New Holding12,4650.0%FinanceRTXRTX$1,413,348$96,696 ▲7.3%10,6700.0%AerospaceKOCoca-Cola$1,399,526$157,564 ▲12.7%19,5410.0%Consumer StaplesPEGPublic Service Enterprise Group$1,349,7200.0%16,4000.0%UtilitiesDHRDanaher$1,314,255$222,220 ▼-14.5%6,4110.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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