HolderBook

BECK MACK & OLIVER LLC

Reported holdings as of Q2 2026, from 31 quarterly filings.

CIK
10742
Reported value
$5.1B
Positions
201
Top 10 weight
45.2%
Filed
2026-08-14
Days after quarter end
45

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
APOLLO GLOBAL MGMT INCAPO$318.7M2,693,7986.21%-0.14pp19q-2.6%-$8.4M
ALPHABET INCGOOG$284.1M804,1265.54%+0.09pp31q-12.7%-$41.3M
BLACKSTONE INCBX$262.4M2,230,0565.12%-0.24pp29q-1.3%-$3.4M
GALLAGHER ARTHUR J & COAJG$243.8M1,061,9054.75%+0.01pp31qHELD
SUNBELT RENTALS HOLDINGS INCSUNB$237.0M3,168,6564.62%+0.09pp2q-6.2%-$15.6M
MICROSOFT CORPMSFT$203.6M545,9343.97%-0.28pp31q-1.9%-$3.9M
RADNET INCRDNT$195.1M3,163,5923.80%+0.15pp31qHELD
CREDIT ACCEP CORP MICHCACC$194.8M305,9833.80%+1.10pp31q-1.0%-$1.9M
SOMNIGROUP INTERNATIONAL INCSGI$193.5M2,468,4853.77%+0.10pp6q+2.5%+$4.6M
SCHWAB CHARLES CORPSCHW$186.1M2,016,8403.63%-0.33pp31q-1.3%-$2.5M
FERGUSON ENTERPRISES INCFERG$184.6M777,8453.60%-0.41pp9q-6.6%-$13.0M
ZURN ELKAY WATER SOLNS CORPZWS$173.4M3,431,4063.38%+0.15pp18q-1.9%-$3.4M
LABCORP HOLDINGS INCLH$169.5M605,2433.30%-0.09pp9q-1.8%-$3.2M
WATERS CORPWAT$162.8M434,1493.17%+0.52pp31qHELD
AMERICAN EXPRESS COAXP$136.6M403,7992.66%+0.12pp31q-1.0%-$1.4M
JPMORGAN CHASE & COJPM$122.7M374,8752.39%+0.04pp31q-3.3%-$4.2M
HILTON WORLDWIDE HLDGS INCHLT$119.1M360,3752.32%-0.15pp26q-8.7%-$11.3M
ABBOTT LABORATORIESABT$101.9M1,123,5271.99%+0.01pp31q+20.1%+$17.1M
GLOBALSTAR INCGSAT$89.8M1,104,3401.75%+0.22pp7q-1.1%-$1.0M
ALPHABET INCGOOGL$79.7M223,0681.55%+0.12pp31q-8.0%-$7.0M
RUSH ENTERPRISES INCRUSHA$67.9M930,2681.32%+0.02pp13q-2.9%-$2.0M
MATADOR RES COMTDR$67.6M1,358,1251.32%-0.45pp31qHELD
WABTECWAB$61.9M229,4821.21%+0.03pp31qHELD
JEFFERIES FINANCIAL GROUP INJEF$61.1M1,222,1671.19%+0.15pp31qHELD
QUALCOMM INCQCOM$60.8M328,7751.18%+0.31pp31qHELD
COSTAR GROUP INCCSGP$59.0M2,084,2331.15%-1.28pp18q-28.8%-$23.9M
AMAZON COM INCAMZN$57.8M242,5671.13%+0.15pp31q+6.2%+$3.4M
ALCON AGALC$56.2M837,5561.10%+0.77pp3q+300.6%+$42.2M
ROPER TECHNOLOGIES INCROP$53.3M157,4511.04%-0.15pp31q-3.5%-$1.9M
JOHNSON & JOHNSONJNJ$52.6M207,1221.03%-0.05pp31q-3.3%-$1.8M
MASTERCARD INCORPORATEDMA$49.6M96,5450.97%-0.02pp31q+0.5%+$252.7K
BERKSHIRE HATHAWAY INC DELBRKB$44.1M88,0390.86%-0.02pp31q-1.2%-$519.9K
BLUE OWL CAPITAL INCOWL$42.2M4,820,4250.82%-0.17pp18q-8.2%-$3.8M
MARKEL GROUP INCMKL$38.8M19,8910.76%-0.02pp31q+1.4%+$546.8K
TEVA PHARMACEUTICAL INDS LTDTEVA$35.8M1,057,3750.70%+0.05pp31q+0.5%+$192.3K
BROOKFIELD CORPBN$34.8M817,7020.68%+0.01pp15q+1.7%+$584.2K
APPLE INCAAPL$33.7M116,4620.66%+0.05pp31qHELD
UNION PAC CORPUNP$33.2M122,1320.65%+0.01pp31q-3.6%-$1.2M
WALMART INCWMT$32.7M289,0420.64%-0.10pp31qHELD
WILLIAMS COS INCWMB$31.2M420,1750.61%-0.03pp31q-0.9%-$294.4K
ENTERPRISE PRODS PARTNERS LEPD$30.3M824,4690.59%-0.05pp31q+0.9%+$272.9K
LOWES COS INCLOW$26.5M120,1640.52%-0.08pp31q-1.6%-$422.5K
WARNER BROS DISCOVERY INCWBD$25.7M962,1440.50%-0.18pp17q-20.4%-$6.6M
HUBBELL INCHUBB$25.2M48,2390.49%flat31q-1.2%-$312.9K
ENBRIDGE INCENB$17.4M320,0960.34%-0.02pp31qHELD
DUKE ENERGY CORP NEWDUK$16.0M126,3950.31%-0.03pp31q+1.0%+$163.3K
ARES MANAGEMENT CORPORATIONARES$15.5M139,6490.30%+0.04pp15q+18.8%+$2.5M
SYSCO CORPSYY$15.1M180,8460.29%+0.03pp31q+0.7%+$103.6K
FORTREA HLDGS INCFTRE$14.5M834,7580.28%+0.10pp13q-11.9%-$2.0M
SMITH DOUGLAS HOMES CORPSDHC$13.0M835,0650.25%+0.03pp10q-1.8%-$241.3K
THE BALDWIN INSURANCE GRP INBWIN$11.6M438,0200.23%+0.03pp3q+2.6%+$290.7K
NUTRIEN LTDNTR$11.5M182,4350.22%-0.06pp31q+0.8%+$96.0K
MERCK & CO INCMRK$11.3M88,2040.22%flat31q-1.6%-$181.8K
SOTERA HEALTH COSHC$9.8M552,4500.19%-newNEW
VERIZON COMMUNICATIONS INCVZ$9.5M224,3500.19%-0.05pp31q-0.5%-$48.4K
DOVER CORPDOV$9.4M42,0160.18%+0.02pp31q+7.3%+$640.3K
COSTCO WHOLESALE CORPORATIONCOST$9.2M9,8440.18%-0.04pp31q-6.3%-$619.3K
SHERWIN WILLIAMS COSHW$8.7M25,4060.17%flat31q-3.9%-$350.9K
FEDEX CORPFDX$8.3M26,3860.16%-0.04pp31q-2.0%-$165.3K
PROCTER & GAMBLE COPG$8.1M55,3650.16%-0.01pp31qHELD
1STDIBS COM INCDIBS$6.3M1,287,6210.12%-0.02pp20q-0.8%-$52.1K
EXXONMOBIL HOLDINGS CORP COM SHSXOM$6.1M44,9370.12%-newNEW
HOME DEPOT INCHD$6.1M17,2320.12%-0.01pp31q-11.2%-$766.0K
PARK AEROSPACE CORPPKE$6.0M158,3490.12%-0.12pp24q-62.6%-$10.1M
Crimson Wine Group LtdCWGL$6.0M1,367,4720.12%-0.02pp31q-9.6%-$644.7K
PROGRESSIVE CORPPGR$5.2M23,9540.10%flat31q-1.1%-$56.8K
AXIS CAP HLDGS LTDAXS$5.1M47,6810.10%flat31qHELD
ROCKET COS INCRKT$4.9M312,9000.10%+0.01pp5q+9.8%+$439.4K
KIMBERLY-CLARK CORPKMB$4.7M43,1980.09%+0.01pp31qHELD
COOPER COS INCCOO$4.6M63,5550.09%-0.02pp3q-15.3%-$820.7K
ABBVIE INCABBV$4.4M17,6450.09%+0.02pp31q+24.0%+$859.6K
ARMSTRONG WORLD INDS INC NEWAWI$4.3M26,9990.08%+0.01pp31q+19.5%+$705.8K
LINDE PLCLIN$4.3M8,2460.08%+0.02pp14q+32.0%+$1.0M
SPDR GOLD TRGLD$4.2M11,3150.08%-0.02pp31qHELD
KKR & CO INCKKR$4.1M44,9900.08%flat31q+4.7%+$183.6K
VISA INCV$4.0M11,6930.08%-0.02pp31q-25.5%-$1.4M
BROOKFIELD ASSET MANAGMT LTDBAM$3.8M85,8200.08%-0.01pp15q-4.4%-$177.0K
GLOBE LIFE INCGL$3.8M21,1250.07%+0.01pp28qHELD
M & T BK CORPMTB$3.6M15,2280.07%flat31q-6.3%-$243.5K
DEERE & CODE$3.4M5,3000.07%flat31qHELD
TOWNSQUARE MEDIA INCTSQ$3.3M473,4000.07%flat31q-23.0%-$998.7K
ISHARES TRIVV$3.3M4,4070.06%flat31qHELD
VITESSE ENERGY INCVTS$3.1M197,9400.06%-0.01pp14qHELD
CHEVRON CORPORATIONCVX$2.9M17,5220.06%-0.02pp31q-2.5%-$74.6K
MARRIOTT INTL INC NEWMAR$2.9M7,7150.06%flat2qHELD
PEPSICO INCPEP$2.8M21,0130.06%-0.02pp31q-9.5%-$299.1K
GE AEROSPACEGE$2.7M7,2620.05%+0.01pp20qHELD
TAIWAN SEMICONDUCTOR MANUFACTSM$2.6M5,4850.05%+0.01pp11q+1.1%+$27.7K
GE VERNOVA INCGEV$2.5M2,1230.05%+0.01pp9q-2.0%-$50.5K
NVIDIA CORPORATIONNVDA$2.5M12,4210.05%+0.01pp13q+3.3%+$80.0K
LOAR HOLDINGS INCLOAR$2.2M27,0000.04%+0.01pp9qHELD
PFIZER INCPFE$2.1M88,1260.04%-0.01pp31qHELD
TJX COS INC NEWTJX$2.0M13,5010.04%flat11qHELD
RTX CORPORATIONRTX$2.0M10,7050.04%flat25qHELD
FEDEX FGHT HLDG CO INC$2.0M13,2080.04%-newNEW
US BANCORPUSB$1.9M32,1890.04%flat31qHELD
LUMEXA IMAGING HOLDINGS INCLMRI$1.9M170,7000.04%-newNEW
NESTLE SA ADRNSRGY$1.8M17,5700.04%flat31qHELD
ADVANCED DRAIN SYS INC DELWMS$1.8M11,2980.03%flat30q-3.1%-$57.1K
COCA COLA COKO$1.7M21,0040.03%flat31q-2.7%-$46.7K
VANGUARD INDEX FDSVOO$1.6M2,3220.03%flat31qHELD
ALTRIA GROUP INCMO$1.4M19,8960.03%flat31q+5.3%+$71.9K
FASTENAL COFAST$1.4M28,6400.03%flat31qHELD
EDWARDS LIFESCIENCES CORPEW$1.4M15,1200.03%flat31qHELD
SLB LIMITEDSLB$1.3M28,8000.03%flat31qHELD
PUBLIC SVC ENTERPRISE GROUPPEG$1.3M16,4000.03%flat31qHELD
KINSALE CAP GROUP INCKNSL$1.3M4,0000.03%-0.04pp2q-55.6%-$1.6M
STATE STR SPDR S&P 500 ETF TSPY$1.3M1,7140.02%flat31q+14.0%+$157.6K
DOMINION ENERGY INCD$1.3M18,6930.02%flat31qHELD
NEXTERA ENERGY INCNEE$1.3M14,3180.02%flat31q-3.4%-$44.7K
GOLDMAN SACHS GROUP INCGS$1.2M1,2190.02%flat4qHELD
AUTOMATIC DATA PROCESSING INADP$1.2M5,4530.02%-0.04pp31q-64.8%-$2.2M
BEL FUSE INCBELFB$1.2M3,5000.02%+0.01pp4qHELD
META PLATFORMS INCMETA$1.2M2,0440.02%flat6qHELD
DANAHER CORP DELDHR$1.1M5,9800.02%+0.01pp31q+199.7%+$759.1K
PNC FINL SVCS GROUP INCPNC$1.1M4,5090.02%flat25q-15.1%-$197.0K
MORGAN STANLEYMS$1.0M5,0000.02%flat15qHELD
ARXIS INCARXS$1.0M22,5000.02%-newNEW
BANK OF NY MELLON CORPBNY$1.0M7,0250.02%flat31q-8.8%-$98.3K
SHELL PLCSHEL$1.0M12,9470.02%-0.01pp18qHELD
THERMO FISHER SCIENTIFIC INCTMO$975.1K1,9450.02%flat31qHELD
MICRON TECHNOLOGY INCMU$963.8K8350.02%+0.01pp3qHELD
PAYCHEX INCPAYX$957.4K9,7370.02%+0.01pp31q+69.7%+$393.3K
KLA CORPKLAC$902.1K2,9900.02%+0.01pp6q+900.0%+$811.9K
VALERO ENERGY CORPVLO$844.3K3,2420.02%flat2qHELD
CARRIER GLOBAL CORPORATIONCARR$762.4K10,3940.01%flat25qHELD
PERPETUA RESOURCES CORPPPTA$761.9K36,7000.01%flat4q+77.3%+$332.2K
KRAFT HEINZ COKHC$708.6K30,0000.01%flat3q-25.0%-$236.2K
EOG RES INCEOG$635.7K4,9000.01%flat22qHELD
VANECK ETF TRUSTGDXJ$599.3K6,1000.01%flat10qHELD
COLGATE PALMOLIVE COCL$595.6K6,4960.01%flat2qHELD
METTLER TOLEDO INTERNATIONALMTD$562.1K4400.01%-0.01pp31q-31.2%-$255.5K
COMCAST CORP NEWCMCSA$557.7K22,7170.01%flat31qHELD
EASTGROUP PPTYS INCEGP$546.8K2,7000.01%-newNEW
RENAISSANCERE HLDGS LTDRNR$538.7K1,7000.01%flat31qHELD
LAMAR ADVERTISING COLAMR$538.1K3,4500.01%flat6q-1.4%-$7.8K
COMMERCE BANCSHARES INCCBSH$527.5K9,1350.01%flat31qHELD
INTERNATIONAL BUSINESS MACHSIBM$513.5K1,8260.01%flat31q+7.3%+$35.2K
CAPITAL ONE FINL CORPCOF$511.2K2,5480.01%flat5qHELD
ALLSTATE CORPALL$502.1K2,1100.01%flat31qHELD
TOAST INCTOST$460.0K16,5340.01%flat19qHELD
WASTE MGMT INC DELWM$456.5K2,0480.01%flat7qHELD
LIBERTY MEDIA CORP DELFWONA$447.2K5,1090.01%flat10qHELD
DISNEY WALT CODIS$424.5K4,4100.01%flat31q-2.6%-$11.3K
BAXTER INTL INCBAX$424.3K19,9010.01%flat31q-4.7%-$20.9K
LIGAND PHARMACEUTICALS INCLGND$415.3K1,3140.01%flat2q-22.4%-$120.1K
ASML HLDG NVASML$395.9K1990.01%flat2qHELD
FISERV INCFISV$395.1K8,0550.01%flat3q+1.3%+$4.9K
CBRE GROUP INCCBRE$394.1K2,9260.01%flat7qHELD
TEXAS INSTRS INCTXN$382.1K1,2820.01%flat7q+4.7%+$17.0K
TESLA INCTSLA$378.5K9000.01%flat5qHELD
SPDR SERIES TRUSTSDY$377.9K2,4830.01%flat15qHELD
TRACTOR SUPPLY COTSCO$377.7K11,9500.01%flat31qHELD
CONOCOPHILLIPSCOP$372.2K3,5800.01%flat31qHELD
CUMMINS INCCMI$370.9K5200.01%flat4qHELD
JPMORGAN CHASE & 6 PFDJPMPRC$361.9K14,3120.01%flat29qHELD
ARM HOLDINGS PLCARM$354.6K1,0000.01%-newNEW
CITY HLDG COCHCO$346.3K2,6110.01%flat31qHELD
LIBERTY MEDIA CORP DELFWONK$342.9K3,6040.01%flat10qHELD
SCHWAB STRATEGIC TRSCHM$338.0K9,1670.01%flat9qHELD
OTIS WORLDWIDE CORPOTIS$328.1K4,5820.01%flat25qHELD
SOUTHERN COSO$325.4K3,4000.01%flat31qHELD
MCDONALDS CORPMCD$324.4K1,2000.01%flat31qHELD
SCHWAB STRATEGIC TRSCHV$317.9K9,1340.01%flat12qHELD
WEBSTER FINL CORPWBS$312.6K4,0910.01%flat7qHELD
S&P GLOBAL INCSPGI$311.6K7650.01%flat7qHELD
ELEVANCE HEALTH INC FORMERLYELV$309.0K7990.01%flat11qHELD
CENTRAL SECS CORPCET$307.5K5,8630.01%flat10qHELD
WELLS FARGO & COWFC$304.3K3,6820.01%flat7qHELD
IDEXX LABS INCIDXX$302.7K5750.01%flat31q-17.9%-$65.8K
INTUITINTU$302.0K1,1570.01%flat2qHELD
CHUBB LIMITEDCB$299.2K8780.01%flat9qHELD
AIR PRODUCTS AND CHEMICALS IAPD$293.8K1,0020.01%flat2q-5.9%-$18.5K
CORNING INCGLW$282.2K1,1050.01%-newNEW
YUM BRANDS INCYUM$281.4K1,7600.01%flat6qHELD
JACOBS SOLUTIONS INCJ$281.2K2,2320.01%flat10qHELD
INTEL CORPINTC$280.4K2,0080.01%flat4q-59.9%-$418.9K
ALLIANCEBERNSTEIN HLDG L PAB$269.7K7,6580.01%flat21qHELD
KINDER MORGAN INC DELKMI$257.4K8,0500.01%flat2q+33.1%+$63.9K
VANGUARD INDEX FDSVB$251.6K8300.00%flat25qHELD
NUCOR CORPNUE$245.0K1,1000.00%-newNEW
TORONTO DOMINION BK ONTTD$242.9K2,0000.00%-newNEW
BLACKBERRY LTDBB$229.6K18,1500.00%flat31qHELD
AMGEN INCAMGN$224.2K6190.00%flat11q-0.8%-$1.8K
ISHARES TRHYG$223.8K2,7990.00%flat3qHELD
ONEX CORP SUB VTGONEXF$218.6K2,9350.00%flat5qHELD
IRON MTN INC DELIRM$211.4K1,6740.00%-newNEW
ONEOK INC NEWOKE$205.5K2,3640.00%-newNEW
UNITEDHEALTH GROUP INCUNH$204.9K4930.00%-newNEW
Wesdome Gold Mines LtdWDOFF$187.4K10,9000.00%flat3qHELD
VIATRIS INCVTRS$169.4K10,6670.00%flat23qHELD
BODYCOTE PLC COM$151.6K17,0000.00%flat7qHELD
I-80 GOLD CORPIAUX$144.0K100,0000.00%flat2qHELD
National Australia Bank LtdNABZY$131.2K10,0000.00%-newNEW
FERROGLOBE PLCGSM$128.5K40,4000.00%flat8qHELD
VERRICA PHARMACEUTICALS INCVRCA$73.4K12,0000.00%flat3qHELD
TRANSOCEAN LTDRIG$52.3K10,7000.00%flat19qHELD
SAN JUAN BASIN RTY TRSJT$43.9K13,6800.00%flat31q-12.2%-$6.1K
PARAZERO TECHNOLOGIES LTDPRZO$13.6K27,9000.00%-newNEW
26518Q102$010,0000.00%-newNEW
563499102$024,8290.00%-newNEW

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Capital Markets 17.6%Software & IT Services 11.1%Business Services 9.2%Banks & Lending 9.1%Healthcare Services 7.6%Biotech & Pharma 7.3%Insurance 6.9%Retail & Consumer 4.3%Construction & Building 4.0%Wholesale & Distribution 3.9%Industrials 3.8%Energy 2.8%Other sectors 12.1%Not classified 0.3%
 
SectorValueShare
Capital Markets$900.7M17.6%
Software & IT Services$570.8M11.1%
Business Services$473.3M9.2%
Banks & Lending$469.0M9.1%
Healthcare Services$390.8M7.6%
Biotech & Pharma$372.8M7.3%
Insurance$355.6M6.9%
Retail & Consumer$219.7M4.3%
Construction & Building$206.8M4.0%
Wholesale & Distribution$199.7M3.9%
Industrials$192.4M3.8%
Energy$146.0M2.8%
Other sectors$618.2M12.1%
Not classified$12.9M0.3%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q2 2026$5.1B201173264945.2%45
Q1 2026$4.8B1931330691246.0%42
Q4 2025$5.5B192153761747.5%43
Q3 2025$5.5B184928571147.1%45
Q2 2025$5.2B18692874746.9%45
Q1 2025$5.0B1841353591745.6%45
Q4 2024$5.4B1882345501047.3%44
Q3 2024$5.1B17543365547.1%44
Q2 2024$4.8B1761023721048.5%45
Q1 2024$4.9B176747461246.7%44
Q4 2023$4.3B181162659347.1%45
Q3 2023$3.8B16842765946.5%45
Q2 2023$3.8B17361874146.8%39
Q1 2023$3.5B16842064845.5%45
Q4 2022$3.4B17271959344.5%45
Q3 2022$3.1B16822173643.2%41
Q2 2022$3.3B172435762242.9%43
Q1 2022$4.0B190429841844.1%46
Q4 2021$4.2B204622901445.0%28
Q3 2021$3.9B212194262843.8%35
Q2 2021$3.8B201197648442.5%28
Q1 2021$3.2B1867271041741.4%41
Q4 2020$3.0B1961717106842.8%41
Q3 2020$2.7B187818731143.8%33
Q2 2020$2.7B190132473746.4%41
Q1 2020$2.2B184520913544.9%35
Q4 2019$3.0B214131395842.2%38
Q3 2019$2.8B209620871542.1%37
Q2 2019$2.8B21811211021441.5%44
Q1 2019$2.8B22113211051239.0%32
Q4 2018$2.5B220000039.1%35

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.