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BECK MACK & OLIVER LLC

Q3 2025 · 13F-HR

BECK MACK & OLIVER LLCholdings as filed

Filed 2025-11-14 · accession 0000010742-25-000021

$5.50B
Reported value
187
Positions
2025-09-30
Period end
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The Brief · BECK MACK & OLIVER LLC · Q3 2025

AI · grounded in 13F

BECK MACK & OLIVER LLC established a new position in BX valued at $368.0M. The fund also initiated new stakes in APO for $367.5M and MSFT for $297.7M. Additional new positions include ALPHABET INC CAP STK CL C at $261.2M and RDNT at $249.7M. The fund ended the period with 187 positions and total AUM of $5.5B.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
09260D107BXBLACKSTONE INC.$368.0M6.69%2,154,186CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$367.5M6.68%2,757,452CommonSOLE
594918104MSFTMICROSOFT CORP$297.7M5.41%574,732CommonSOLE
02079k107ALPHABET INC CAP STK CL C$261.2M4.75%1,072,407CommonSOLE
750491102RDNTRADNET INC COM$249.7M4.54%3,276,774CommonSOLE
G05320109ASHTFASHTEAD GROUP PLC SHS$232.3M4.22%3,476,031CommonSOLE
363576109AJGGALLAGHER ARTHUR J$227.4M4.14%734,079CommonSOLE
808513105SCHWSCHWAB CHARLES CP NEW COM$197.0M3.58%2,063,673CommonSOLE
88023U101SGISOMNIGROUP INTERNATIONAL COM$195.9M3.56%2,323,233CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC.$190.6M3.47%848,518CommonSOLE
504922105LHLABCORP HOLDINGS$175.3M3.19%610,845CommonSOLE
98983L108ZWSZURN ELKAY WATER SOLUTIONS COR$171.8M3.12%3,652,924CommonSOLE
225310101CACCCREDIT ACCEP CORP MICH COM$157.4M2.86%337,164CommonSOLE
22160n109COSTAR GROUP INC.$145.4M2.64%1,723,432CommonSOLE
025816109AXPAMERICAN EXPRESS CO$133.2M2.42%401,045CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$125.6M2.28%398,268CommonSOLE
941848103WATWATERS CORPORATION$118.4M2.15%395,026CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC COM CL A$116.1M2.11%6,856,589CommonSOLE
002824100ABTABBOTT LABS$115.7M2.11%864,174CommonSOLE
776696106ROPROPER TECHNOLOGIES INC COM$115.1M2.09%230,861CommonSOLE
ret337738FISERV INC$110.1M2.00%854,234CommonSOLE
43300a203HILTON WORLDWIDE HOLDINGS INC$106.5M1.94%410,392CommonSOLE
02079k305ALPHABET INC CAP STK CL A$88.9M1.62%365,687CommonSOLE
47233W109JEFJEFFERIES FINANCIAL GROUP$82.9M1.51%1,267,280CommonSOLE
576485205MTDRMATADOR RES CO COM$63.1M1.15%1,404,073CommonSOLE
747525103QCOMQUALCOMM INC COM$56.1M1.02%337,519CommonSOLE
57636Q104MAMASTERCARD INC CL A$54.2M0.99%95,298CommonSOLE
781846209RUSHARUSH ENTERPRISES INC CL A$51.8M0.94%968,901CommonSOLE
929740108WABWABTEC CORPORATION$47.8M0.87%238,475CommonSOLE
084670702BRK/BBERKSHIRE HATHAW.CLB$47.1M0.86%93,614CommonSOLE
570535104MKLMARKEL GROUP INC.$44.6M0.81%23,350CommonSOLE
378973507GSATGLOBALSTAR INC$42.5M0.77%1,169,269CommonSOLE
478160104JNJJOHNSON & JOHNSON$41.0M0.74%220,920CommonSOLE
023135106AMZNAMAZON.COM INC$39.8M0.72%181,119CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC COM$39.7M0.72%2,034,156CommonSOLE
11271J107BNBROOKFIELD CORP CL A LMT VTG S$38.5M0.70%561,655CommonSOLE
548661107LOWLOWES COS INC COM$35.5M0.65%141,405CommonSOLE
931142103WMTWAL MART INC.$30.8M0.56%298,507CommonSOLE
907818108UNPUNION PAC CORP$30.2M0.55%127,591CommonSOLE
037833100AAPLAPPLE INC COM$28.2M0.51%110,820CommonSOLE
969457100WMBWILLIAMS COS INC DEL$27.9M0.51%441,003CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS LP$25.2M0.46%807,001CommonSOLE
881624209TEVATEVA PHARMAC.IND.ADR$22.2M0.40%1,096,980CommonSOLE
443510607HUBBHUBBELL INC COM$21.3M0.39%49,550CommonSOLE
29250n105ENBRIDGE INC COM$17.0M0.31%335,952CommonSOLE
26441c204DUKE ENERGY CORP NEW COM NEW$15.5M0.28%125,065CommonSOLE
871829107SYYSYSCO CORP COM$14.9M0.27%181,486CommonSOLE
83207R107SDHCSMITH DOUGLAS HOMES CO COM SHS$14.4M0.26%812,842CommonSOLE
70014A104PKEPARK AEROSPACE CORP.$14.0M0.25%687,886CommonSOLE
34965K107FTREFORTREA HOLDINGS INC.$11.8M0.21%1,403,724CommonSOLE
67077M108NTRNUTRIEN LTD COM$11.0M0.20%186,640CommonSOLE
824348106SHWSHERWIN WILLIAMS CO COM$10.8M0.20%31,256CommonSOLE
92343V104VZVERIZON COMM.$9.8M0.18%222,321CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$9.1M0.17%9,849CommonSOLE
22662X100CWGLCRIMSON WINE GROUP LTD COM$8.7M0.16%1,685,987CommonSOLE
260003108DOVDOVER CORP$8.7M0.16%51,920CommonSOLE
320551104DIBS1STDIBS COM INC COM$8.5M0.15%3,288,626CommonSOLE
58933Y105MRKMERCK & CO INC$8.1M0.15%96,899CommonSOLE
03990B101ARESARES MGMT L P COM UNIT RP IN$8.1M0.15%50,762CommonSOLE
742718109PGPROCTER & GAMBLE$8.0M0.15%52,158CommonSOLE
053015103ADPAUTOM.DATA PROCESSING$7.8M0.14%26,465CommonSOLE
48251W104KKRKKR & CO INC.$7.2M0.13%55,345CommonSOLE
437076102HDHOME DEPOT INC COM$7.2M0.13%17,702CommonSOLE
31428X106FDXFEDEX CORP$6.8M0.12%28,793CommonSOLE
892231101TSQTOWNSQUARE MEDIA INC CL A$6.6M0.12%988,600CommonSOLE
743315103PGRPROGRESSIVE CORP OHIO$6.0M0.11%24,464CommonSOLE
494368103KMBKIMBERLY CLARK CORP$5.5M0.10%44,498CommonSOLE
113004105BAMBROOKFIELD ASSET MANAG CL A LM$5.5M0.10%97,027CommonSOLE
30231G102XOMEXXON MOBIL CORP$5.4M0.10%48,079CommonSOLE
04247x102ARMSTRONG WORLD INDS I COM$5.3M0.10%27,141CommonSOLE
92852X103VTSVITESSE ENERGY INC$4.8M0.09%205,857CommonSOLE
77311W101RKTROCKET COS INC COM CL A$4.7M0.08%240,000CommonSOLE
92826C839VVISA INC COM CL A$4.6M0.08%13,425CommonSOLE
G0692U109AXSAXIS CAP.HOLDGS.LTD.$4.6M0.08%47,706CommonSOLE
00287y109ABBVIE INC. COM$4.2M0.08%18,291CommonSOLE
78463V107GLDSPDR GOLD TRUST$4.1M0.07%11,515CommonSOLE
G54950103LINLINDE PLC COM$3.9M0.07%8,291CommonSOLE
55261F104MTBM & T BK CORP$3.3M0.06%16,751CommonSOLE
713448108PEPPEPSICO INC COM$3.0M0.06%21,653CommonSOLE
37959E102GLGLOBE LIFE INC COM$3.0M0.05%21,125CommonSOLE
166764100CVXCHEVRON CORPORATION$3.0M0.05%19,382CommonSOLE
464287200IVVISHARES S&P 500 INDEX FUND$2.9M0.05%4,407CommonSOLE
78351F107RYANRYAN SPECIALTY HOLDING CL A$2.8M0.05%50,000CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$2.7M0.05%24,797CommonNONE
244199105DEDEERE & CO COM$2.4M0.04%5,325CommonSOLE
717081103PFEPFIZER INC$2.3M0.04%88,625CommonSOLE
369604301GEGE AEROSPACE$2.2M0.04%7,327CommonSOLE
872540109TJXTJX COS INC NEW COM$2.0M0.04%13,521CommonSOLE
75513E101RTXRTX CORP.$1.7M0.03%10,215CommonSOLE
641069406NSRGYNESTLE SA SPONSORED ADR$1.6M0.03%17,970CommonSOLE
126650100CVSCVS HEALTH CORP COM$1.6M0.03%21,072CommonNONE
922908363VOOVANGUARD INDEX FDS S&P 500 ETF$1.5M0.03%2,519CommonSOLE
30303m102META PLATFORMS INC CL A$1.5M0.03%2,084CommonSOLE
00790R104WMSADVANCED DRAIN SYS INC COM$1.5M0.03%10,694CommonSOLE
g02602103AMDOCS LTD$1.5M0.03%17,831CommonNONE
031162100AMGNAMGEN INC COM$1.4M0.03%5,029CommonNONE
311900104FASTFASTENAL CO$1.4M0.03%28,640CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR-SP ADR$1.4M0.03%4,927CommonSOLE
744573106PEGPUBLIC SERVICE ENTERPRISE GR$1.4M0.02%16,400CommonSOLE
67066G104NVDANVIDIA CORP COM$1.3M0.02%6,871CommonSOLE
235851102DHRDANAHER CORP DEL$1.3M0.02%6,395CommonSOLE
36828A101GEVGE VERNOVA INC COM$1.2M0.02%2,012CommonSOLE
191216100KOCOCA-COLA CO$1.2M0.02%18,136CommonSOLE
28176E108EWEDWARDS LIFESCIENCES COR$1.2M0.02%15,120CommonSOLE
68389X105ORCLORACLE CORP COM$1.2M0.02%4,117CommonSOLE
25746U109DDOMINION ENERGY$1.1M0.02%18,693CommonSOLE
65339F101NEENEXTERA ENERGY INC.$1.1M0.02%14,828CommonSOLE
693475105PNCPNC FINL SVCS GROUP COM$1.1M0.02%5,309CommonSOLE
02209S103MOALTRIA GROUP INC$1.1M0.02%16,090CommonSOLE
78462F103SPYSPDR TR UNIT SER 1 STANDARD &$999,9360.02%1,501CommonSOLE
806857108SLBSLB LIMITED$989,8560.02%28,800CommonSOLE
780259305SHELSHELL PLC SPON ADS$976,1700.02%13,647CommonSOLE
617446448MSMORGAN STANLEY$973,6300.02%6,125CommonSOLE
883556102TMOTHERMO FISHER SCIENTIF COM$943,3640.02%1,945CommonSOLE
592688105MTDMETTLER TOLEDO INT'L$847,0510.02%690CommonSOLE
20030N101CMCSACOMCAST CORP CL A$768,5960.01%24,462CommonSOLE
888787108TOSTTOAST INC CL A$763,7890.01%20,920CommonSOLE
512816109LAMRLAMAR ADVERTISING CO$734,5200.01%6,000CommonSOLE
892356106TSCOTRACTOR SUPPLY CO COM$681,7010.01%11,987CommonSOLE
48128B648JPM 6 PERP EEJPMORGAN CHASE AND CO 6 DEP NC$675,5140.01%26,637CommonSOLE
14448C104CARRCARRIER GLOBAL CORP COM$638,4320.01%10,694CommonSOLE
071813109BAXBAXTER INTL INC$568,1120.01%24,950CommonSOLE
92189f791VANECK VECTORS ETF TR JR GOLD$559,5200.01%5,650CommonSOLE
26875P101EOGEOG RES INC COM$549,3880.01%4,900CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$541,6540.01%2,548CommonSOLE
254687106DISDISNEY WALT CO$528,3030.01%4,614CommonSOLE
200525103CBSHCOMMERCE BANCSHARES COM$519,9120.01%8,700CommonSOLE
704326107PAYXPAYCHEX INC$507,0400.01%4,000CommonSOLE
077347300BELFBBEL FUSE INC CL B$493,5700.01%3,500CommonSOLE
531229771FWONALIBERTY MEDIA CORP DEL FRMULA$486,4790.01%5,109CommonSOLE
922908710VFIAXVANGUARD INDEX FDS 500INDEX AD$484,4280.01%785CommonSOLE
88160R101TSLATESLA INC COM$462,5090.01%1,040CommonSOLE
12504L109CBRECBRE GROUP INC CL A$461,0210.01%2,926CommonSOLE
459200101IBMINTL. BUSINESS MACHINES$457,0830.01%1,620CommonSOLE
655663102NDSNNORDSON CORP COM$453,9000.01%2,000CommonSOLE
020002101ALLALLSTATE CORP COM$452,9120.01%2,110CommonSOLE
94106L109WMWASTE MGMT INC DEL COM$452,2600.01%2,048CommonSOLE
g7496g103RENAISSANCE RE HLDGS$431,6810.01%1,700CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP COM$431,0010.01%4,714CommonSOLE
45168D104IDXXIDEXX LABS INC COM$415,2790.01%650CommonSOLE
816851109SRESEMPRA ENERGY$406,6810.01%4,520CommonNONE
53947R105LOARLOAR HOLDINGS INC.$400,0000.01%5,000CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL FRMULA$376,4380.01%3,604CommonSOLE
78409V104SPGIS&P GLOBAL INC COM$372,3330.01%765CommonSOLE
580135101MCDMCDONALDS CORP COM$366,1870.01%1,205CommonSOLE
G1151C101ACNACCENTURE PLC$356,5840.01%1,446CommonSOLE
78464a763STATE STREET SPDR S&P DIVID ET$347,7440.01%2,483CommonSOLE
902973304USBUS BANCORP DEL COM$340,8710.01%7,053CommonSOLE
20825C104COPCONOCOPHILLIPS COM$338,6320.01%3,580CommonSOLE
46982L108JJACOBS ENGR GROUP INC COM$334,4880.01%2,232CommonSOLE
177835105CHCOCITY HLDG CO COM$323,4250.01%2,611CommonSOLE
98978v103ZOETIS INC CL A$322,6360.01%2,205CommonSOLE
482480100KLACKLA-TENCOR CORP COM$322,5010.01%299CommonSOLE
842587107SOSOUTHERN CO COM$322,2180.01%3,400CommonSOLE
949746101WMT2WELLS FARGO & CO NEW$308,6250.01%3,682CommonSOLE
155123102CETCENTRAL SECS CORP$300,7340.01%5,854CommonSOLE
01881g106ALLIANCE BERNSTEIN HOLDING L.P$292,6890.01%7,658CommonSOLE
808524508SCHMSCHWAB STRATEGIC TR US MID-CAP$271,7100.00%9,167CommonSOLE
988498101YUMYUM! BRANDS INC.$267,5200.00%1,760CommonSOLE
808524409SCHVSCHWAB STRATEGIC TR US LCAP VA$265,8840.00%9,134CommonSOLE
882508104TXNTEXAS INSTRS INC COM$261,8150.00%1,425CommonSOLE
771195104RHHBYROCHE HOLDINGS LTD - SPON ADR$243,2090.00%5,817CommonNONE
947890109WBSWEBSTER FINANCIAL CP$243,1690.00%4,091CommonSOLE
h1467j104CHUBB LIMITED COM$242,1710.00%858CommonSOLE
21037x100CONSTELLATION SOFTWARE INC (B1$238,8890.00%88CommonSOLE
922908751VBVANGUARD SMALL-CAP VIPERS$236,4800.00%930CommonSOLE
036752103ELVELEVANCE HEALTH INC$236,2010.00%731CommonSOLE
09857L108BKNGBOOKING HLDGS INC COM$232,1690.00%43CommonSOLE
68272k103ONEX COPR SUB VTG (ONEXF)$226,8570.00%2,535CommonSOLE
458140100INTCINTEL CORP COM$220,6920.00%6,578CommonSOLE
231021106CMICUMMINS INC COM$219,6320.00%520CommonSOLE
38141G104GSGOLDMAN SACHS GROUP$216,6070.00%272CommonSOLE
714266103PPTAPERPETUA RESOURCES COR COM$216,4610.00%10,700CommonSOLE
654106103NKENIKE INC CL B$216,3720.00%3,103CommonSOLE
88579Y101MMM3M COMPANY$214,9240.00%1,385CommonSOLE
G33856108GSMFERROGLOBE PLC SHS$183,8200.00%40,400CommonSOLE
G1214R111BODYCOTE PLC COM$146,8800.00%17,000CommonSOLE
09228F103BBBLACKBERRY LTD COM$139,8120.00%28,650CommonSOLE
444097109HUDSON PAC PPTYS INC COM$138,0000.00%50,000CommonSOLE
92556V106VTRSVIATRIS INC COM$105,6030.00%10,667CommonSOLE
798241105SJTSAN JUAN BASIN RTUBI$99,5390.00%16,480CommonSOLE
81727U303SENSSENSEONICS HLDGS INC COM$77,1150.00%176,950CommonSOLE
h8817h100TRANSOCEAN LTD$33,3840.00%10,700CommonSOLE
07380n104BEAR CREEK MNG CORP COM$14,1020.00%30,000CommonSOLE
92240c308VCAMPUS CORP COM NEW$059,956CommonSOLE
563499102MKRYFMANITOK ENERGY INC COM$024,829CommonSOLE
26518Q102EUGFFDUNDEE ENERGY LTD COM$010,000CommonSOLE

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.