BECK MACK & OLIVER LLC

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Institutional

CIK 0000010742

$4.85B

Reported AUM

195

Positions

Q1 2026

Period

2026-05-12

Filed

The Brief · BECK MACK & OLIVER LLC · Q1 2026

AI · grounded in 13F

BECK MACK & OLIVER LLC closed its position in ASHTF for a reduction of $238.25M. The fund established a new position in SUNB worth $219.82M. Additionally, the fund increased its stake in ALC by 674.37% and reduced its holding in OWL by 32.39%.

Portfolio · Q1 2026

Top holdings

#	Stock	Issuer	Price	Day %	1Y Gr.	5Y Gr.	Value	% of book	Δ shares (QoQ)	Status
1	APO	APOLLO GLOBAL MGMT INC	$119.59	-0.15%	-12.01%	119.79%	$308.1M	6.35%	—	HELD
2	—	ALPHABET INC CAP STK CL C	—	—	—	—	$264.2M	5.45%	—	HELD
3	BX	BLACKSTONE INC.	$128.15	-0.97%	-21.30%	21.33%	$259.8M	5.36%	—	HELD
4	AJG	GALLAGHER ARTHUR J	$256.05	-4.78%	-7.33%	91.06%	$230.1M	4.75%	—	HELD
5	SUNB	SUNBELT RENTALS HOLDING COMMON	$72.54	-1.19%	0.33%	-2.42%	$219.8M	4.53%	—	HELD
6	MSFT	MICROSOFT CORP	$454.63	16.41%	-24.89%	34.54%	$205.9M	4.25%	—	HELD
7	FERG	FERGUSON ENTERPRISES INC.	$225.72	-0.21%	3.39%	73.05%	$194.2M	4.01%	—	HELD
8	SCHW	SCHWAB CHARLES CP NEW COM	$104.25	-0.21%	9.66%	51.38%	$192.0M	3.96%	—	HELD
9	SGI	SOMNIGROUP INTERNATIONAL COM	$66.89	-2.21%	-4.47%	60.79%	$178.1M	3.67%	—	HELD
10	RDNT	RADNET INC COM	$64.07	1.11%	15.87%	101.75%	$177.0M	3.65%	—	HELD
11	LH	LABCORP HOLDINGS	$312.80	1.84%	17.58%	22.84%	$164.5M	3.39%	—	HELD
12	ZWS	ZURN ELKAY WATER SOLUTIONS COR	$49.47	-4.03%	15.64%	83.86%	$156.8M	3.23%	—	HELD
13	CACC	CREDIT ACCEP CORP MICH COM	$555.70	-0.18%	24.40%	-3.96%	$130.8M	2.70%	—	HELD
14	WAT	WATERS CORPORATION	$376.73	-0.73%	29.32%	-9.32%	$128.7M	2.65%	—	HELD
15	AXP	AMERICAN EXPRESS CO	$336.76	1.59%	13.86%	112.26%	$123.4M	2.54%	—	HELD
16	—	HILTON WORLDWIDE HOLDINGS INC	—	—	—	—	$120.0M	2.47%	—	HELD
17	—	COSTAR GROUP INC.	—	—	—	—	$118.1M	2.43%	—	HELD
18	JPM	JPMORGAN CHASE & CO.	$350.57	1.70%	21.40%	144.23%	$114.1M	2.35%	—	HELD
19	ABT	ABBOTT LABS	$105.43	-2.38%	-15.48%	-8.29%	$96.0M	1.98%	—	HELD
20	MTDR	MATADOR RES CO COM	$47.83	-1.71%	3.46%	80.23%	$85.8M	1.77%	—	HELD
21	GSAT	GLOBALSTAR INC	$80.03	1.86%	244.97%	167.54%	$74.2M	1.53%	—	HELD
22	—	ALPHABET INC CAP STK CL A	—	—	—	—	$69.8M	1.44%	—	HELD
23	RUSHA	RUSH ENTERPRISES INC CL A	$78.60	-3.70%	48.25%	185.85%	$63.3M	1.31%	—	HELD
24	ROP	ROPER TECHNOLOGIES INC COM	$383.96	-5.91%	-28.33%	-17.74%	$57.7M	1.19%	—	HELD
25	WAB	WABTEC CORPORATION	$291.15	-0.21%	56.88%	233.70%	$57.3M	1.18%	—	HELD
26	JNJ	JOHNSON & JOHNSON	$256.34	-3.46%	56.99%	69.37%	$52.3M	1.08%	—	HELD
27	JEF	JEFFERIES FINANCIAL GROUP	$55.01	-0.16%	1.46%	80.02%	$50.5M	1.04%	—	HELD
28	MA	MASTERCARD INC CL A	$574.22	1.94%	1.24%	67.59%	$48.0M	0.99%	—	HELD
29	OWL	BLUE OWL CAPITAL INC COM CL A	$10.14	6.13%	-45.35%	-13.70%	$47.9M	0.99%	—	HELD
30	AMZN	AMAZON.COM INC	$238.51	5.23%	5.54%	30.60%	$47.6M	0.98%	—	HELD
31	BRK/B	BERKSHIRE HATHAW.CLB	—	—	—	—	$42.7M	0.88%	—	HELD
32	QCOM	QUALCOMM INC COM	$152.96	-1.75%	—	—	$42.5M	0.88%	—	HELD
33	MKL	MARKEL GROUP INC.	$1887.59	-6.32%	—	—	$37.5M	0.77%	—	HELD
34	WMT	WAL MART INC.	$110.80	-2.99%	—	—	$35.9M	0.74%	—	HELD
35	WBD	WARNER BROS DISCOVERY INC COM	$25.58	-0.25%	—	—	$33.2M	0.68%	—	HELD
36	BN	BROOKFIELD CORP CL A LMT VTG S	$42.13	1.06%	—	—	$32.5M	0.67%	—	HELD
37	TEVA	TEVA PHARMAC.IND.ADR	$35.06	1.02%	—	—	$31.7M	0.65%	—	HELD
38	EPD	ENTERPRISE PRODS PARTNERS LP	$38.22	-1.18%	—	—	$30.9M	0.64%	—	HELD
39	WMB	WILLIAMS COS INC DEL	$70.16	0.04%	—	—	$30.9M	0.64%	—	HELD
40	UNP	UNION PAC CORP	$285.76	-2.20%	—	—	$30.7M	0.63%	—	HELD
41	AAPL	APPLE INC COM	$332.02	-1.82%	—	—	$29.6M	0.61%	—	HELD
42	LOW	LOWES COS INC COM	$210.29	-2.50%	—	—	$28.8M	0.59%	—	HELD
43	HUBB	HUBBELL INC COM	$470.70	2.11%	—	—	$24.0M	0.49%	—	HELD
44	—	ENBRIDGE INC COM	—	—	—	—	$17.3M	0.36%	—	HELD
45	—	DUKE ENERGY CORP NEW COM NEW	—	—	—	—	$16.4M	0.34%	—	HELD
46	ALC	ALCON INC ORD SHS	$69.75	0.14%	—	—	$15.8M	0.32%	—	HELD
47	NTR	NUTRIEN LTD COM	$69.82	-1.09%	—	—	$13.7M	0.28%	—	HELD
48	ARES	ARES MGMT L P COM UNIT RP IN	$123.91	-0.55%	—	—	$12.8M	0.26%	—	HELD
49	SYY	SYSCO CORP COM	$84.22	-1.29%	—	—	$12.8M	0.26%	—	HELD
50	PKE	PARK AEROSPACE CORP.	$34.19	3.31%	—	—	$11.6M	0.24%	—	HELD
51	VZ	VERIZON COMM.	$46.03	-2.51%	—	—	$11.3M	0.23%	—	HELD
52	SDHC	SMITH DOUGLAS HOMES CO COM SHS	$14.82	-1.43%	—	—	$10.9M	0.22%	—	HELD
53	MRK	MERCK & CO INC	$129.18	-0.91%	—	—	$10.8M	0.22%	—	HELD
54	COST	COSTCO WHSL CORP NEW	$953.18	-2.14%	—	—	$10.5M	0.22%	—	HELD
55	FDX	FEDEX CORP	$306.07	-0.82%	—	—	$9.6M	0.20%	—	HELD
56	BWIN	THE BALDWIN INSURANCE COM CL A	$26.62	-5.67%	—	—	$9.4M	0.19%	—	HELD
57	FTRE	FORTREA HOLDINGS INC.	$19.49	-4.49%	—	—	$8.9M	0.18%	—	HELD
58	SHW	SHERWIN WILLIAMS CO COM	$342.95	-0.27%	—	—	$8.5M	0.17%	—	HELD
59	DOV	DOVER CORP	$201.61	1.83%	—	—	$8.2M	0.17%	—	HELD
60	PG	PROCTER & GAMBLE	$143.02	-2.11%	—	—	$8.0M	0.16%	—	HELD
61	XOM	EXXON MOBIL CORP	$155.80	-0.61%	—	—	$7.7M	0.16%	—	HELD
62	DIBS	1STDIBS COM INC COM	$4.14	-0.84%	—	—	$7.1M	0.15%	—	HELD
63	CWGL	CRIMSON WINE GROUP LTD COM	$4.10	2.50%	—	—	$6.7M	0.14%	—	HELD
64	HD	HOME DEPOT INC COM	$332.72	-1.64%	—	—	$6.4M	0.13%	—	HELD
65	COO	COOPER COS INC COM NEW	$72.04	-1.40%	—	—	$5.4M	0.11%	—	HELD
66	GLD	SPDR GOLD TRUST	$377.40	1.70%	—	—	$4.9M	0.10%	—	HELD
67	AXS	AXIS CAP.HOLDGS.LTD.	$105.22	-0.70%	—	—	$4.8M	0.10%	—	HELD
68	PGR	PROGRESSIVE CORP OHIO	$213.00	-3.18%	—	—	$4.8M	0.10%	—	HELD
69	V	VISA INC COM CL A	$363.24	-1.49%	—	—	$4.7M	0.10%	—	HELD
70	KMB	KIMBERLY CLARK CORP	$109.79	-3.03%	—	—	$4.2M	0.09%	—	HELD
71	RKT	ROCKET COS INC COM CL A	$12.98	-5.22%	—	—	$4.1M	0.08%	—	HELD
72	BAM	BROOKFIELD ASSET MANAG CL A LM	$47.67	0.69%	—	—	$4.0M	0.08%	—	HELD
73	KKR	KKR & CO INC.	$100.69	1.42%	—	—	$4.0M	0.08%	—	HELD
74	—	ARMSTRONG WORLD INDS I COM	—	—	—	—	$3.7M	0.08%	—	HELD
75	CVX	CHEVRON CORPORATION	$190.85	-0.53%	—	—	$3.7M	0.08%	—	HELD
76	PEP	PEPSICO INC COM	$139.86	-2.54%	—	—	$3.6M	0.07%	—	HELD
77	VTS	VITESSE ENERGY INC	$15.10	-2.27%	—	—	$3.6M	0.07%	—	HELD
78	MTB	M & T BK CORP	$248.91	-0.57%	—	—	$3.4M	0.07%	—	HELD
79	TSQ	TOWNSQUARE MEDIA INC CL A	$5.75	-1.54%	—	—	$3.3M	0.07%	—	HELD
80	ADP	AUTOM.DATA PROCESSING	$260.92	-4.55%	—	—	$3.1M	0.06%	—	HELD
81	LIN	LINDE PLC COM	$504.93	-1.22%	—	—	$3.1M	0.06%	—	HELD
82	—	ABBVIE INC. COM	—	—	—	—	$3.1M	0.06%	—	HELD
83	KNSL	KINSALE CAP GROUP INC COM	$354.86	-5.79%	—	—	$3.1M	0.06%	—	HELD
84	DE	DEERE & CO COM	$597.97	-2.12%	—	—	$3.0M	0.06%	—	HELD
85	GL	GLOBE LIFE INC COM	$181.57	1.05%	—	—	$2.9M	0.06%	—	HELD
86	IVV	ISHARES S&P 500 INDEX FUND	$742.05	1.22%	—	—	$2.9M	0.06%	—	HELD
87	MAR	MARRIOT INTERNATIONAL INC CL A	$376.41	-1.24%	—	—	$2.5M	0.05%	—	HELD
88	PFE	PFIZER INC	$24.75	-1.59%	—	—	$2.5M	0.05%	—	HELD
89	TJX	TJX COS INC NEW COM	$158.18	-2.13%	—	—	$2.2M	0.04%	—	HELD
90	NVDA	NVIDIA CORP COM	$193.63	1.91%	—	—	$2.1M	0.04%	—	HELD
91	RTX	RTX CORP.	$211.48	-1.75%	—	—	$2.1M	0.04%	—	HELD
92	GE	GE AEROSPACE	$353.55	0.83%	—	—	$2.1M	0.04%	—	HELD
93	GEV	GE VERNOVA INC COM	$964.85	7.17%	—	—	$1.9M	0.04%	—	HELD
94	CWGIX	CAPITAL WORLD GROWTH & COM	$78.46	-1.44%	—	—	$1.8M	0.04%	—	HELD
95	TSM	TAIWAN SEMICONDUCTOR-SP ADR	$402.91	7.54%	—	—	$1.8M	0.04%	—	HELD
96	NSRGY	NESTLE SA SPONSORED ADR	$102.41	0.68%	—	—	$1.7M	0.04%	—	HELD
97	USB	US BANCORP DEL COM	$62.87	0.08%	—	—	$1.7M	0.03%	—	HELD
98	KO	COCA-COLA CO	$87.89	-1.34%	—	—	$1.6M	0.03%	—	HELD
99	WMS	ADVANCED DRAIN SYS INC COM	$136.95	-0.98%	—	—	$1.6M	0.03%	—	HELD
100	LOAR	LOAR HOLDINGS INC.	$67.50	1.49%	—	—	$1.5M	0.03%	—	HELD
101	SLB	SLB LIMITED	$48.85	-0.23%	—	—	$1.5M	0.03%	—	HELD
102	VOO	VANGUARD INDEX FDS S&P 500 ETF	$678.79	1.22%	—	—	$1.4M	0.03%	—	HELD
103	NEE	NEXTERA ENERGY INC.	$87.43	-1.16%	—	—	$1.4M	0.03%	—	HELD
104	FAST	FASTENAL CO	$46.67	-2.33%	—	—	$1.3M	0.03%	—	HELD
105	PEG	PUBLIC SERVICE ENTERPRISE GR	$77.49	-0.33%	—	—	$1.3M	0.03%	—	HELD
106	MO	ALTRIA GROUP INC	$68.00	-9.24%	—	—	$1.2M	0.03%	—	HELD
107	EW	EDWARDS LIFESCIENCES COR	$86.01	0.30%	—	—	$1.2M	0.02%	—	HELD
108	SHEL	SHELL PLC SPON ADS	$89.45	1.26%	—	—	$1.2M	0.02%	—	HELD
109	—	META PLATFORMS INC CL A	—	—	—	—	$1.2M	0.02%	—	HELD
110	D	DOMINION ENERGY	—	—	—	—	$1.2M	0.02%	—	HELD
111	PNC	PNC FINL SVCS GROUP COM	—	—	—	—	$1.1M	0.02%	—	HELD
112	GS	GOLDMAN SACHS GROUP	—	—	—	—	$1.0M	0.02%	—	HELD
113	SPY	STATE STREET SPDR S&P 500 ETF	—	—	—	—	$977K	0.02%	—	HELD
114	TMO	THERMO FISHER SCIENTIF COM	—	—	—	—	$956K	0.02%	—	HELD
115	BK	BANK NEW YORK MELLON CORP	—	—	—	—	$914K	0.02%	—	HELD
116	KHC	KRAFT HEINZ CO COM	—	—	—	—	$900K	0.02%	—	HELD
117	MS	MORGAN STANLEY	—	—	—	—	$823K	0.02%	—	HELD
118	MTD	METTLER TOLEDO INT'L	—	—	—	—	$807K	0.02%	—	HELD
119	VLO	VALERO ENERGY CORP NEW COM	—	—	—	—	$801K	0.02%	—	HELD
120	—	VANECK VECTORS ETF TR JR GOLD	—	—	—	—	$732K	0.02%	—	HELD
121	EOG	EOG RES INC COM	—	—	—	—	$708K	0.01%	—	HELD
122	BELFB	BEL FUSE INC CL B	—	—	—	—	$693K	0.01%	—	HELD
123	CMCSA	COMCAST CORP CL A	—	—	—	—	$652K	0.01%	—	HELD
124	—	PERMANENT PORTFOLIO FD PERM PO	—	—	—	—	$636K	0.01%	—	HELD
125	AGTHX	GROWTH FD AMER CL A	—	—	—	—	$604K	0.01%	—	HELD
126	CARR	CARRIER GLOBAL CORP COM	—	—	—	—	$585K	0.01%	—	HELD
127	PPTA	PERPETUA RESOURCES COR COM	—	—	—	—	$582K	0.01%	—	HELD
128	CL	COLGATE PALMOLIVE CO	—	—	—	—	$554K	0.01%	—	HELD
129	TSCO	TRACTOR SUPPLY CO COM	—	—	—	—	$543K	0.01%	—	HELD
130	PAYX	PAYCHEX INC	—	—	—	—	$528K	0.01%	—	HELD
131	—	RENAISSANCE RE HLDGS	—	—	—	—	$505K	0.01%	—	HELD
132	INTU	INTUIT COM	—	—	—	—	$500K	0.01%	—	HELD
133	TT	TRANE TECHNOLOGIES PLC SHS	—	—	—	—	$497K	0.01%	—	HELD
134	VFIAX	VANGUARD INDEX FDS 500INDEX AD	—	—	—	—	$481K	0.01%	—	HELD
135	COP	CONOCOPHILLIPS COM	—	—	—	—	$473K	0.01%	—	HELD
136	WM	WASTE MGMT INC DEL COM	—	—	—	—	$471K	0.01%	—	HELD
137	COF	CAPITAL ONE FINL CORP	—	—	—	—	$465K	0.01%	—	HELD
138	CBSH	COMMERCE BANCSHARES COM	—	—	—	—	$449K	0.01%	—	HELD
139	FISV	FISERV INC COM	—	—	—	—	$444K	0.01%	—	HELD
140	LAMR	LAMAR ADVERTISING CO	—	—	—	—	$443K	0.01%	—	HELD
141	KLAC	KLA-TENCOR CORP COM	—	—	—	—	$440K	0.01%	—	HELD
142	TOST	TOAST INC CL A	—	—	—	—	$438K	0.01%	—	HELD
143	ALL	ALLSTATE CORP COM	—	—	—	—	$437K	0.01%	—	HELD
144	DIS	DISNEY WALT CO	—	—	—	—	$436K	0.01%	—	HELD
145	IBM	INTL. BUSINESS MACHINES	—	—	—	—	$412K	0.01%	—	HELD
146	FWONA	LIBERTY MEDIA CORP DEL FRMULA	—	—	—	—	$399K	0.01%	—	HELD
147	CBRE	CBRE GROUP INC CL A	—	—	—	—	$396K	0.01%	—	HELD
148	IDXX	IDEXX LABS INC COM	—	—	—	—	$393K	0.01%	—	HELD
149	DHR	DANAHER CORP DEL	—	—	—	—	$378K	0.01%	—	HELD
150	MCD	MCDONALDS CORP COM	—	—	—	—	$375K	0.01%	—	HELD
151	—	STATE STREET SPDR S&P DIVID ET	—	—	—	—	$362K	0.01%	—	HELD
152	JPM 6 PERP EE	JPMORGAN CHASE AND CO 6 DEP NC	—	—	—	—	$355K	0.01%	—	HELD
153	OTIS	OTIS WORLDWIDE CORP COM	—	—	—	—	$353K	0.01%	—	HELD
154	BAX	BAXTER INTL INC	—	—	—	—	$351K	0.01%	—	HELD
155	LGND	LIGAND PHARM. CLB (RESTRICTED)	—	—	—	—	$338K	0.01%	—	HELD
156	TSLA	TESLA INC COM	—	—	—	—	$335K	0.01%	—	HELD
157	SO	SOUTHERN CO COM	—	—	—	—	$328K	0.01%	—	HELD
158	SPGI	S&P GLOBAL INC COM	—	—	—	—	$325K	0.01%	—	HELD
159	CHCO	CITY HLDG CO COM	—	—	—	—	$312K	0.01%	—	HELD
160	APD	AIR PRODUCTS & CHEMICALS INC	—	—	—	—	$309K	0.01%	—	HELD
161	FWONK	LIBERTY MEDIA CORP DEL FRMULA	—	—	—	—	$306K	0.01%	—	HELD
162	WMT2	WELLS FARGO & CO NEW	—	—	—	—	$293K	0.01%	—	HELD
163	CET	CENTRAL SECS CORP	—	—	—	—	$291K	0.01%	—	HELD
164	—	ALLIANCE BERNSTEIN HOLDING L.P	—	—	—	—	$287K	0.01%	—	HELD
165	—	CHUBB LIMITED COM	—	—	—	—	$286K	0.01%	—	HELD
166	J	JACOBS ENGR GROUP INC COM	—	—	—	—	$284K	0.01%	—	HELD
167	WBS	WEBSTER FINANCIAL CP	—	—	—	—	$284K	0.01%	—	HELD
168	SCHM	SCHWAB STRATEGIC TR US MID-CAP	—	—	—	—	$284K	0.01%	—	HELD
169	MU	MICRON TECHNOLOGY	—	—	—	—	$282K	0.01%	—	HELD
170	CMI	CUMMINS INC COM	—	—	—	—	$280K	0.01%	—	HELD
171	SCHV	SCHWAB STRATEGIC TR US LCAP VA	—	—	—	—	$279K	0.01%	—	HELD
172	YUM	YUM! BRANDS INC.	—	—	—	—	$274K	0.01%	—	HELD
173	ASML	ASML HOLDING N V NY REG SHS	—	—	—	—	$263K	0.01%	—	HELD
174	—	KRATOS DEFENSE & SEC S COM NEW	—	—	—	—	$262K	0.01%	—	HELD
175	—	ZOETIS INC CL A	—	—	—	—	$261K	0.01%	—	HELD
176	ACN	ACCENTURE PLC	—	—	—	—	$252K	0.01%	—	HELD
177	TXN	TEXAS INSTRS INC COM	—	—	—	—	$238K	0.00%	—	HELD
178	ELV	ELEVANCE HEALTH INC	—	—	—	—	$234K	0.00%	—	HELD
179	HYG	ISHARES TR IBOXX HI YD ETF	—	—	—	—	$223K	0.00%	—	HELD
180	INTC	INTEL CORP COM	—	—	—	—	$221K	0.00%	—	HELD
181	AMGN	AMGEN INC COM	—	—	—	—	$220K	0.00%	—	HELD
182	VB	VANGUARD SMALL-CAP VIPERS	—	—	—	—	$217K	0.00%	—	HELD
183	—	ONEX COPR SUB VTG (ONEXF)	—	—	—	—	$214K	0.00%	—	HELD
184	—	KINDER MORGAN INC DEL COM	—	—	—	—	$203K	0.00%	—	HELD
185	—	WESDOME GOLD MINES LTD COM	—	—	—	—	$194K	0.00%	—	HELD
186	GSM	FERROGLOBE PLC SHS	—	—	—	—	$166K	0.00%	—	HELD
187	IAUX	I-80 GOLD CORP COM	—	—	—	—	$152K	0.00%	—	HELD
188	VTRS	VIATRIS INC COM	—	—	—	—	$144K	0.00%	—	HELD
189	—	BODYCOTE PLC COM	—	—	—	—	$139K	0.00%	—	HELD
190	SJT	SAN JUAN BASIN RTUBI	—	—	—	—	$75K	0.00%	—	HELD
191	—	TRANSOCEAN LTD	—	—	—	—	$71K	0.00%	—	HELD
192	VRCA	VERRICA PHARMACEUTICALS INC	—	—	—	—	$63K	0.00%	—	HELD
193	BB	BLACKBERRY LTD COM	—	—	—	—	$59K	0.00%	—	HELD
194	EUGFF	DUNDEE ENERGY LTD COM	—	—	—	—	—	—	—	HELD
195	MKRYF	MANITOK ENERGY INC COM	—	—	—	—	—	—	—	HELD

Source: SEC EDGAR · accession 0000010742-26-000005. 13F discloses long positions only — shorts, foreign equities, and options are excluded.