Beck Mack & Oliver LLC Top Holdings and 13F Report (2026) About Beck Mack & Oliver LLCInvestment ActivityBeck Mack & Oliver LLC has $4.85 billion in total holdings as of March 31, 2026.Beck Mack & Oliver LLC owns shares of 195 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 7.67% of the portfolio was purchased this quarter.About 8.79% of the portfolio was sold this quarter.This quarter, Beck Mack & Oliver LLC has purchased 194 new stocks and bought additional shares in 36 stocks.Beck Mack & Oliver LLC sold shares of 77 stocks and completely divested from 14 stocks this quarter.Largest Holdings Apollo Global Management $308,071,708Alphabet $264,180,275Blackstone $259,770,259Arthur J. Gallagher & Co. $230,130,544SUNBELT RENTALS HOLDING COMMON $219,823,315 Largest New Holdings this Quarter 866966104 - SUNBELT RENTALS HOLDING COMMON $219,823,315 Holding49714P108 - Kinsale Capital Group $3,074,940 Holding571903202 - Marriott International $2,523,345 Holding91913Y100 - Valero Energy $801,023 Holding714199106 - PERMANENT PORTFOLIO FD PERM PO $635,601 Holding Largest Purchases this Quarter SUNBELT RENTALS HOLDING COMMON 3,377,221 shares (about $219.82M)Arthur J. Gallagher & Co. 183,507 shares (about $39.74M)CoStar Group 702,086 shares (about $28.32M)Alcon 182,080 shares (about $13.72M)Blackstone 109,654 shares (about $12.61M) Largest Sales this Quarter ROPER TECHNOLOGIES INC COM 67,943 shares (about $24.04M)Blue Owl Capital 2,515,415 shares (about $22.97M)Alphabet 77,884 shares (about $22.34M)Warner Bros. Discovery 661,700 shares (about $18.17M)Alphabet 38,524 shares (about $11.08M) 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$308,071,708$42,674 â–²0.0%2,764,9596.4%FinanceGOOGAlphabet$264,180,275$22,341,804 â–¼-7.8%920,9385.4%Computer and TechnologyBXBlackstone$259,770,259$12,609,115 â–²5.1%2,259,0685.4%FinanceAJGArthur J. Gallagher & Co.$230,130,544$39,743,946 â–²20.9%1,062,5664.7%FinanceSUNBELT RENTALS HOLDING COMMON$219,823,315$219,823,315 â–²New Holding3,377,2214.5%COMMSFTMicrosoft$205,938,946$4,160,712 â–¼-2.0%556,3364.2%Computer and TechnologyFERGUSON ENTERPRISES INC.$194,225,339$2,524,340 â–¼-1.3%832,6564.0%COMSCHWCharles Schwab$192,038,279$2,020,852 â–¼-1.0%2,043,3954.0%FinanceSOMNIGROUP INTERNATIONAL COM$178,106,322$6,344,701 â–²3.7%2,409,4473.7%COMRDNTRadNet$176,958,471$3,647,326 â–¼-2.0%3,166,1923.6%MedicalLABCORP HOLDINGS$164,523,317$2,776,425 â–¼-1.7%616,6313.4%COMZWSZurn Elkay Water Solutions Cor$156,849,872$3,939,598 â–¼-2.5%3,497,9903.2%Business ServicesCACCCredit Acceptance$130,842,365$577,599 â–¼-0.4%308,9842.7%FinanceWATWaters$128,710,947$12,373,888 â–²10.6%432,2062.7%MedicalAXPAmerican Express$123,408,629$459,770 â–¼-0.4%407,9892.5%FinanceHLTHilton Worldwide$119,974,156$4,866,496 â–¼-3.9%394,5482.5%Consumer DiscretionaryCSGPCoStar Group$118,074,172$28,322,149 â–²31.6%2,926,9752.4%Computer and TechnologyJPMJPMorgan Chase & Co.$114,056,096$2,717,743 â–¼-2.3%387,7352.4%FinanceABTAbbott Laboratories$96,040,293$6,231,864 â–²6.9%935,4272.0%MedicalMTDRMatador Resources$85,832,073$4,662,180 â–¼-5.2%1,358,5321.8%EnergyGLOBALSTAR INC$74,199,044$1,463,365 â–¼-1.9%1,117,1191.5%COMGOOGLAlphabet$69,760,257$11,077,950 â–¼-13.7%242,5941.4%Computer and TechnologyRUSHARush Enterprises$63,308,390$1,736,974 â–¼-2.7%957,6221.3%Retail/WholesaleROPER TECHNOLOGIES INC COM$57,733,120$24,042,374 â–¼-29.4%163,1521.2%COMWABWabtec$57,269,875$452,587 â–¼-0.8%229,1621.2%TransportationJNJJohnson & Johnson$52,347,864$1,354,199 â–¼-2.5%214,1541.1%MedicalJEFJefferies Financial Group$50,477,420$379,478 â–¼-0.7%1,223,1021.0%FinanceMAMastercard$47,993,941$88,940 â–²0.2%96,0531.0%Business ServicesOWLBlue Owl Capital$47,945,994$22,965,739 â–¼-32.4%5,251,4781.0%FinanceAMZNAmazon.com$47,567,899$4,381,174 â–²10.1%228,3951.0%Retail/WholesaleBRK.BBerkshire Hathaway$42,686,317$1,480,254 â–¼-3.4%89,0780.9%FinanceQCOMQualcomm$42,460,698$477,387 â–²1.1%329,7150.9%Computer and TechnologyMKLMarkel Group$37,536,827$3,808,999 â–¼-9.2%19,6110.8%Multi-Sector ConglomeratesWAL MART INC.$35,928,975$521,976 â–¼-1.4%289,0970.7%COMWBDWarner Bros. Discovery$33,199,689$18,170,282 â–¼-35.4%1,209,0200.7%Consumer DiscretionaryBNBrookfield$32,537,273$1,538,386 â–¼-4.5%803,9850.7%FinanceTEVATeva Pharmaceutical Industries$31,677,204$144,576 â–¼-0.5%1,051,7000.7%MedicalEPDEnterprise Products Partners$30,917,021$831,118 â–²2.8%817,0460.6%EnergyWMBWilliams Companies$30,868,545$185,589 â–¼-0.6%424,1350.6%EnergyUNPUnion Pacific$30,739,226$172,018 â–¼-0.6%126,6970.6%TransportationAAPLApple$29,570,814$224,096 â–¼-0.8%116,5170.6%Computer and TechnologyLOWLowe's Companies$28,845,062$4,010,617 â–¼-12.2%122,0800.6%Retail/WholesaleHUBBHubbell$23,966,269$196,296 â–¼-0.8%48,8370.5%IndustrialsENBEnbridge$17,340,825$224,356 â–¼-1.3%320,2960.4%EnergyDUKDuke Energy$16,381,249$5,238 â–²0.0%125,1050.3%UtilitiesALCAlcon$15,754,178$13,719,728 â–²674.4%209,0800.3%MedicalNTRNutrien$13,651,469$432,386 â–¼-3.1%180,9100.3%Basic MaterialsARESAres Management$12,824,705$4,471,354 â–²53.5%117,5500.3%FinanceSYYSysco$12,811,296$78,820 â–¼-0.6%179,6060.3%Consumer StaplesPKEPark Aerospace$11,581,028$6,705,690 â–¼-36.7%422,9740.2%AerospaceVZVerizon Communications$11,319,700$269,624 â–²2.4%225,4920.2%Computer and TechnologySMITH DOUGLAS HOMES CO COM SHS$10,887,590$437,069 â–²4.2%850,5930.2%COMMRKMerck & Co., Inc.$10,780,286$999,251 â–¼-8.5%89,6190.2%MedicalCOSTCostco Wholesale$10,468,051$4,982 â–¼0.0%10,5060.2%Retail/WholesaleFDXFedEx$9,586,229$534,270 â–¼-5.3%26,9140.2%TransportationBRPThe Baldwin Insurance Group$9,370,245$3,012,581 â–²47.4%427,0850.2%FinanceFTREFortrea$8,927,786$1,347,974 â–²17.8%947,7480.2%MedicalSHWSherwin-Williams$8,470,534$700,402 â–¼-7.6%26,4250.2%Basic MaterialsDOVDover$8,163,110$2,258,139 â–¼-21.7%39,1610.2%IndustrialsPGProcter & Gamble$7,997,643$495,718 â–²6.6%55,3700.2%Consumer StaplesXOMExxonMobil$7,732,671$44,112 â–¼-0.6%45,5770.2%EnergyDIBS1stdibs.com$7,140,436$3,587,194 â–¼-33.4%1,298,2610.1%Retail/WholesaleCWGLCrimson Wine Group$6,674,412$37,485 â–¼-0.6%1,513,4720.1%Consumer StaplesHDHome Depot$6,381,7820.0%19,4040.1%Retail/WholesaleCOOPER COS INC COM NEW$5,362,500$2,431,000 â–²82.9%75,0000.1%COMGLDSPDR Gold Shares$4,868,7310.0%11,3150.1%FinanceAXSAxis Capital$4,835,3300.0%47,6810.1%FinancePGRProgressive$4,800,183$49,560 â–¼-1.0%24,2140.1%FinanceVVisa$4,742,913$37,174 â–¼-0.8%15,6930.1%Business ServicesKIMBERLY CLARK CORP$4,167,311$38,588 â–¼-0.9%43,1980.1%COMRKTRocket Companies$4,061,250$285,000 â–²7.5%285,0000.1%FinanceBAMBrookfield Asset Management$3,990,099$193,891 â–¼-4.6%89,7660.1%FinanceKKRKKR & Co. Inc.$3,976,575$1,131,275 â–¼-22.1%42,9900.1%FinanceAWIArmstrong World Industries$3,724,315$725,120 â–¼-16.3%22,5990.1%ConstructionCVXChevron$3,718,407$6,207 â–¼-0.2%17,9720.1%EnergyPEPPepsiCo$3,606,076$308,090 â–²9.3%23,2220.1%Consumer StaplesVTSVitesse Energy$3,600,983$34,159 â–¼-0.9%198,2920.1%EnergyMTBM&T Bank$3,359,4070.0%16,2510.1%FinanceTSQTownsquare Media$3,337,560$2,492,087 â–¼-42.7%614,6520.1%Consumer DiscretionaryADPAutomatic Data Processing$3,145,836$2,092,754 â–¼-39.9%15,4830.1%Computer and TechnologyLINDE PLC COM$3,096,517$1,013,829 â–¼-24.7%6,2460.1%COMABBVAbbVie$3,094,665$869,960 â–¼-21.9%14,2290.1%MedicalKNSLKinsale Capital Group$3,074,940$3,074,940 â–²New Holding9,0000.1%FinanceDEDeere & Company$2,985,4900.0%5,3000.1%IndustrialsGLGlobe Life$2,939,9660.0%21,1250.1%FinanceIVViShares Core S&P 500 ETF$2,878,6960.0%4,4070.1%ETFMARMarriott International$2,523,345$2,523,345 â–²New Holding7,7150.1%Consumer DiscretionaryPFEPfizer$2,474,568$14,040 â–¼-0.6%88,1260.1%MedicalTJXTJX Companies$2,164,095$11,179 â–¼-0.5%13,5510.0%Retail/WholesaleNVDANVIDIA$2,096,462$27,904 â–¼-1.3%12,0210.0%Computer and TechnologyRTXRTX$2,066,9240.0%10,7150.0%AerospaceGEGE Aerospace$2,060,7380.0%7,2620.0%AerospaceGE VERNOVA INC COM$1,890,701$219,098 â–²13.1%2,1660.0%COMCAPITAL WORLD GROWTH & COM$1,837,214$5,067 â–²0.3%26,1080.0%MIUSTSMTaiwan Semiconductor Manufacturing$1,834,0550.0%5,4270.0%Computer and TechnologyNSRGYNestle$1,741,1870.0%17,5700.0%Consumer StaplesUSBU.S. Bancorp$1,674,150$1,328,127 â–²383.8%32,1890.0%FinanceKOCocaCola$1,641,083$261,840 â–²19.0%21,5790.0%Consumer StaplesWMSAdvanced Drainage Systems$1,599,210$167,161 â–²11.7%11,6620.0%ConstructionLOAR HOLDINGS INC.$1,546,830$1,260,380 â–²440.0%27,0000.0%COMShowing largest 100 holdings. 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