MondegarAI
BECK MACK & OLIVER LLC

Q2 2025 · 13F-HR

BECK MACK & OLIVER LLCholdings as filed

Filed 2025-08-14 · accession 0000010742-25-000016

$5.24B
Reported value
189
Positions
2025-06-30
Period end
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The Brief · BECK MACK & OLIVER LLC · Q2 2025

AI · grounded in 13F

BECK MACK & OLIVER LLC established a new position in APO valued at $397.8M. The fund also initiated new stakes in BX for $331.5M and MSFT for $321.8M. Other new additions include ASHTF at $224.9M and AJG at $224.5M. Total assets under management stand at $5.2B across 189 positions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
03769M106APOAPOLLO GLOBAL MGMT INC$397.8M7.59%2,803,762CommonSOLE
09260D107BXBLACKSTONE INC.$331.5M6.33%2,216,245CommonSOLE
594918104MSFTMICROSOFT CORP$321.8M6.14%646,907CommonSOLE
G05320109ASHTFASHTEAD GROUP PLC$224.9M4.29%3,512,867CommonSOLE
363576109AJGGALLAGHER ARTHUR J$224.5M4.29%701,443CommonSOLE
02079k107ALPHABET INC CAP STK CL C$198.2M3.78%1,117,583CommonSOLE
808513105SCHWSCHWAB CHARLES CP NEW COM$192.0M3.66%2,104,071CommonSOLE
225310101CACCCREDIT ACCEP CORP MICH COM$191.7M3.66%376,383CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC.$187.7M3.58%861,884CommonSOLE
750491102RDNTRADNET INC COM$185.7M3.54%3,263,141CommonSOLE
504922105LHLABCORP HOLDINGS$161.2M3.08%614,035CommonSOLE
88023U101SGISOMNIGROUP INTERNATIONAL COM$159.0M3.03%2,336,285CommonSOLE
22160n109COSTAR GROUP INC.$138.8M2.65%1,726,646CommonSOLE
98983L108ZWSZURN ELKAY WATER SOLUTIONS COR$135.5M2.59%3,706,347CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC COM CL A$130.2M2.48%6,776,226CommonSOLE
025816109AXPAMERICAN EXPRESS CO$128.7M2.46%403,450CommonSOLE
776696106ROPROPER TECHNOLOGIES INC COM$128.4M2.45%226,438CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$117.1M2.24%403,865CommonSOLE
002824100ABTABBOTT LABS$115.1M2.20%846,403CommonSOLE
43300a203HILTON WORLDWIDE HOLDINGS INC$111.0M2.12%416,673CommonSOLE
337738108FISVFISERV INC$109.5M2.09%634,903CommonSOLE
941848103WATWATERS CORPORATION$87.0M1.66%249,188CommonSOLE
02079k305ALPHABET INC CAP STK CL A$75.2M1.44%426,632CommonSOLE
47233W109JEFJEFFERIES FINANCIAL GROUP$70.2M1.34%1,283,354CommonSOLE
576485205MTDRMATADOR RES CO COM$67.2M1.28%1,407,822CommonSOLE
747525103QCOMQUALCOMM INC COM$54.2M1.03%340,230CommonSOLE
57636Q104MAMASTERCARD INC CL A$53.7M1.03%95,617CommonSOLE
570535104MKLMARKEL GROUP INC.$50.6M0.97%25,350CommonSOLE
929740108WABWABTEC CORPORATION$50.6M0.97%241,765CommonSOLE
781846209RUSHARUSH ENTERPRISES INC CL A$50.6M0.96%981,388CommonSOLE
084670702BRK/BBERKSHIRE HATHAW.CLB$46.0M0.88%94,625CommonSOLE
023135106AMZNAMAZON.COM INC$39.3M0.75%178,920CommonSOLE
11271J107BNBROOKFIELD CORP CL A LMT VTG S$34.9M0.67%563,555CommonSOLE
478160104JNJJOHNSON & JOHNSON$34.7M0.66%226,955CommonSOLE
548661107LOWLOWES COS INC COM$31.5M0.60%142,143CommonSOLE
931142103WMTWAL MART INC.$29.4M0.56%300,707CommonSOLE
907818108UNPUNION PAC CORP$29.4M0.56%127,641CommonSOLE
969457100WMBWILLIAMS COS INC DEL$28.4M0.54%451,474CommonSOLE
378973507GSATGLOBALSTAR INC$27.8M0.53%1,180,835CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS LP$27.7M0.53%894,860CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC COM$25.7M0.49%2,243,179CommonSOLE
037833100AAPLAPPLE INC COM$23.2M0.44%112,966CommonSOLE
443510607HUBBHUBBELL INC COM$20.3M0.39%49,769CommonSOLE
G3075P101ESGRUSDENSTAR GROUP LTD$19.4M0.37%57,696CommonSOLE
881624209TEVATEVA PHARMAC.IND.ADR$18.4M0.35%1,098,985CommonSOLE
83207R107SDHCSMITH DOUGLAS HOMES CO COM SHS$16.2M0.31%835,685CommonSOLE
29250n105ENBRIDGE INC COM$15.8M0.30%347,594CommonSOLE
26441c204DUKE ENERGY CORP NEW COM NEW$14.9M0.28%125,965CommonSOLE
871829107SYYSYSCO CORP COM$13.8M0.26%182,111CommonSOLE
824348106SHWSHERWIN WILLIAMS CO COM$12.3M0.23%35,763CommonSOLE
03990B101ARESARES MGMT L P COM UNIT RP IN$11.4M0.22%65,587CommonSOLE
70014A104PKEPARK AEROSPACE CORP.$11.1M0.21%752,097CommonSOLE
67077M108NTRNUTRIEN LTD COM$10.8M0.21%186,040CommonSOLE
92343V104VZVERIZON COMM.$10.1M0.19%232,821CommonSOLE
260003108DOVDOVER CORP$10.0M0.19%54,608CommonSOLE
34965K107FTREFORTREA HOLDINGS INC.$10.0M0.19%2,018,932CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$9.8M0.19%9,881CommonSOLE
22662X100CWGLCRIMSON WINE GROUP LTD COM$9.4M0.18%1,707,552CommonSOLE
320551104DIBS1STDIBS COM INC COM$9.0M0.17%3,287,819CommonSOLE
053015103ADPAUTOM.DATA PROCESSING$8.7M0.17%28,165CommonSOLE
742718109PGPROCTER & GAMBLE$8.3M0.16%51,938CommonSOLE
58933Y105MRKMERCK & CO INC$7.7M0.15%97,682CommonSOLE
892231101TSQTOWNSQUARE MEDIA INC CL A$7.7M0.15%967,425CommonSOLE
48251W104KKRKKR & CO INC.$7.6M0.15%57,466CommonSOLE
31428X106FDXFEDEX CORP$6.7M0.13%29,544CommonSOLE
437076102HDHOME DEPOT INC COM$6.7M0.13%18,189CommonSOLE
743315103PGRPROGRESSIVE CORP OHIO$6.5M0.12%24,464CommonSOLE
494368103KMBKIMBERLY CLARK CORP$5.7M0.11%44,498CommonSOLE
113004105BAMBROOKFIELD ASSET MANAG CL A LM$5.4M0.10%97,102CommonSOLE
G0692U109AXSAXIS CAP.HOLDGS.LTD.$5.0M0.09%47,706CommonSOLE
30231G102XOMEXXON MOBIL CORP$4.8M0.09%44,934CommonSOLE
92826C839VVISA INC COM CL A$4.8M0.09%13,425CommonSOLE
92852X103VTSVITESSE ENERGY INC$4.6M0.09%208,346CommonSOLE
04247x102ARMSTRONG WORLD INDS I COM$4.4M0.08%27,256CommonSOLE
G54950103LINLINDE PLC COM$3.9M0.07%8,291CommonSOLE
78463V107GLDSPDR GOLD TRUST$3.5M0.07%11,475CommonSOLE
00287y109ABBVIE INC. COM$3.4M0.06%18,291CommonSOLE
55261F104MTBM & T BK CORP$3.4M0.06%17,451CommonSOLE
713448108PEPPEPSICO INC COM$3.2M0.06%23,903CommonSOLE
464287200IVVISHARES S&P 500 INDEX FUND$2.7M0.05%4,407CommonSOLE
244199105DEDEERE & CO COM$2.7M0.05%5,350CommonSOLE
37959E102GLGLOBE LIFE INC COM$2.6M0.05%21,125CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$2.4M0.05%25,877CommonNONE
717081103PFEPFIZER INC$2.1M0.04%88,625CommonSOLE
369604301GEGE AEROSPACE$1.9M0.04%7,262CommonSOLE
641069406NSRGYNESTLE SA SPONSORED ADR$1.8M0.03%18,290CommonSOLE
872540109TJXTJX COS INC NEW COM$1.7M0.03%13,521CommonSOLE
g02602103AMDOCS LTD$1.6M0.03%17,725CommonNONE
30303m102META PLATFORMS INC CL A$1.5M0.03%2,084CommonSOLE
75513E101RTXRTX CORP.$1.5M0.03%10,215CommonSOLE
166764100CVXCHEVRON CORPORATION$1.5M0.03%10,237CommonSOLE
126650100CVSCVS HEALTH CORP COM$1.4M0.03%20,853CommonNONE
922908363VOOVANGUARD INDEX FDS S&P 500 ETF$1.4M0.03%2,505CommonSOLE
00790R104WMSADVANCED DRAIN SYS INC COM$1.4M0.03%12,194CommonSOLE
031162100AMGNAMGEN INC COM$1.4M0.03%4,992CommonNONE
744573106PEGPUBLIC SERVICE ENTERPRISE GR$1.4M0.03%16,400CommonSOLE
77311W101RKTROCKET COS INC COM CL A$1.3M0.02%90,000CommonSOLE
235851102DHRDANAHER CORP DEL$1.3M0.02%6,395CommonSOLE
42809h107HESS CORPORATION$1.2M0.02%9,000CommonSOLE
191216100KOCOCA-COLA CO$1.2M0.02%17,421CommonSOLE
28176E108EWEDWARDS LIFESCIENCES COR$1.2M0.02%15,120CommonSOLE
311900104FASTFASTENAL CO$1.2M0.02%28,000CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR-SP ADR$1.1M0.02%4,927CommonSOLE
67066G104NVDANVIDIA CORP COM$1.1M0.02%6,934CommonSOLE
65339F101NEENEXTERA ENERGY INC.$1.0M0.02%14,828CommonSOLE
36828A101GEVGE VERNOVA INC COM$1.0M0.02%1,915CommonSOLE
693475105PNCPNC FINL SVCS GROUP COM$989,7040.02%5,309CommonSOLE
806857108SLBSCHLUMBERGER LTD$973,4400.02%28,800CommonSOLE
780259305SHELSHELL PLC SPON ADS$960,8850.02%13,647CommonSOLE
68389X105ORCLORACLE CORP COM$943,8260.02%4,317CommonSOLE
25746U109DDOMINION ENERGY$943,4880.02%16,693CommonSOLE
02209S103MOALTRIA GROUP INC$943,3570.02%16,090CommonSOLE
78462F103SPYSPDR TR UNIT SER 1 STANDARD &$939,7500.02%1,521CommonSOLE
888787108TOSTTOAST INC CL A$926,5470.02%20,920CommonSOLE
20030N101CMCSACOMCAST CORP CL A$873,0490.02%24,462CommonSOLE
617446448MSMORGAN STANLEY$862,7680.02%6,125CommonSOLE
592688105MTDMETTLER TOLEDO INT'L$810,5570.02%690CommonSOLE
883556102TMOTHERMO FISHER SCIENTIF COM$788,6200.02%1,945CommonSOLE
071813109BAXBAXTER INTL INC$757,9080.01%25,030CommonSOLE
512816109LAMRLAMAR ADVERTISING CO$728,1600.01%6,000CommonSOLE
14448C104CARRCARRIER GLOBAL CORP COM$712,0660.01%9,729CommonSOLE
48128B648JPM 6 PERP EEJPMORGAN CHASE AND CO 6 DEP NC$671,5190.01%26,637CommonSOLE
580135101MCDMCDONALDS CORP COM$644,2350.01%2,205CommonSOLE
892356106TSCOTRACTOR SUPPLY CO COM$632,5540.01%11,987CommonSOLE
26875P101EOGEOG RES INC COM$586,0890.01%4,900CommonSOLE
704326107PAYXPAYCHEX INC$581,8400.01%4,000CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$542,1120.01%2,548CommonSOLE
200525103CBSHCOMMERCE BANCSHARES COM$540,8790.01%8,700CommonSOLE
254687106DISDISNEY WALT CO$487,8550.01%3,934CommonSOLE
531229771FWONALIBERTY MEDIA CORP DEL FRMULA$485,1510.01%5,109CommonSOLE
94106L109WMWASTE MGMT INC DEL COM$468,6230.01%2,048CommonSOLE
66987V109NVSNOVARTIS A G SPONSORED ADR$459,8380.01%3,800CommonSOLE
922908710VFIAXVANGUARD INDEX FDS 500INDEX AD$446,7130.01%780CommonSOLE
G1151C101ACNACCENTURE PLC$432,1950.01%1,446CommonSOLE
53947R105LOARLOAR HOLDINGS INC.$430,8500.01%5,000CommonSOLE
459200101IBMINTL. BUSINESS MACHINES$430,2480.01%1,460CommonSOLE
655663102NDSNNORDSON CORP COM$428,7400.01%2,000CommonSOLE
020002101ALLALLSTATE CORP COM$424,7640.01%2,110CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP COM$419,0530.01%4,232CommonSOLE
g7496g103RENAISSANCE RE HLDGS$412,9300.01%1,700CommonSOLE
12504L109CBRECBRE GROUP INC CL A$409,9910.01%2,926CommonSOLE
78409V104SPGIS&P GLOBAL INC COM$403,3770.01%765CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL FRMULA$376,6180.01%3,604CommonSOLE
92189f791VANECK VECTORS ETF TR JR GOLD$371,7450.01%5,500CommonSOLE
036752103ELVELEVANCE HEALTH INC$360,1770.01%926CommonSOLE
45168D104IDXXIDEXX LABS INC COM$348,6210.01%650CommonSOLE
251566105DTEGYDEUTSCHE TELEKOM AG SPONSORED$347,4950.01%9,497CommonSOLE
902973304USBUS BANCORP DEL COM$346,2980.01%7,653CommonSOLE
98978v103ZOETIS INC CL A$343,8700.01%2,205CommonSOLE
816851109SRESEMPRA ENERGY$339,5090.01%4,481CommonNONE
78464a763SPDR SERIES TRUST S&P DIVID ET$337,0180.01%2,483CommonSOLE
88160R101TSLATESLA INC COM$333,5430.01%1,050CommonSOLE
21037x100CONSTELLATION SOFTWARE INC (B1$322,6740.01%88CommonSOLE
20825C104COPCONOCOPHILLIPS COM$321,2690.01%3,580CommonSOLE
177835105CHCOCITY HLDG CO COM$319,6390.01%2,611CommonSOLE
01881g106ALLIANCE BERNSTEIN HOLDING L.P$312,6760.01%7,658CommonSOLE
949746101WMT2WELLS FARGO & CO NEW$295,0020.01%3,682CommonSOLE
46982L108JJACOBS ENGR GROUP INC COM$293,3960.01%2,232CommonSOLE
155123102CETCENTRAL SECS CORP$280,1860.01%5,854CommonSOLE
91324P102UNHUNITED HEALTH GROUP$277,0290.01%888CommonSOLE
842587107SOSOUTHERN CO COM$270,8990.01%2,950CommonSOLE
482480100KLACKLA-TENCOR CORP COM$267,8260.01%299CommonSOLE
988498101YUMYUM! BRANDS INC.$260,7970.00%1,760CommonSOLE
808524508SCHMSCHWAB STRATEGIC TR US MID-CAP$257,1340.00%9,167CommonSOLE
882508104TXNTEXAS INSTRS INC COM$254,3350.00%1,225CommonSOLE
808524409SCHVSCHWAB STRATEGIC TR US LCAP VA$252,7310.00%9,134CommonSOLE
09857L108BKNGBOOKING HLDGS INC COM$248,9370.00%43CommonSOLE
h1467j104CHUBB LIMITED COM$248,5800.00%858CommonSOLE
771195104RHHBYROCHE HOLDINGS LTD - SPON ADR$237,1010.00%5,817CommonNONE
947890109WBSWEBSTER FINANCIAL CP$223,3690.00%4,091CommonSOLE
03027x100AMERICAN TOWER REIT COM$221,0200.00%1,000CommonSOLE
654106103NKENIKE INC CL B$220,4370.00%3,103CommonSOLE
922908751VBVANGUARD SMALL-CAP VIPERS$220,3910.00%930CommonSOLE
68272k103ONEX COPR SUB VTG (ONEXF)$206,8050.00%2,535CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$206,0700.00%2,267CommonSOLE
G33856108GSMFERROGLOBE PLC SHS$148,2680.00%40,400CommonSOLE
444097109HUDSON PAC PPTYS INC COM$137,0000.00%50,000CommonSOLE
G1214R111BODYCOTE PLC COM$136,5950.00%17,000CommonSOLE
09228F103BBBLACKBERRY LTD COM$131,2170.00%28,650CommonSOLE
798241105SJTSAN JUAN BASIN RTUBI$98,5500.00%16,480CommonSOLE
92556V106VTRSVIATRIS INC COM$95,2560.00%10,667CommonSOLE
81727U105SENS1GBPSENSEONICS HLDGS INC COM$84,2990.00%176,950CommonSOLE
92511W207VRCAVERRICA PHARMACEUTICALS INC$37,1070.00%70,000CommonSOLE
h8817h100TRANSOCEAN LTD$27,7130.00%10,700CommonSOLE
96328L2052CHWHEELS UP EXPERIENCE I COM CL$26,7500.00%25,000CommonSOLE
07380n104BEAR CREEK MNG CORP COM$4,6230.00%30,000CommonSOLE
92240c308VCAMPUS CORP COM NEW$059,956CommonSOLE
26518Q102EUGFFDUNDEE ENERGY LTD COM$010,000CommonSOLE
563499102MKRYFMANITOK ENERGY INC COM$024,829CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.