BECK MACK & OLIVER LLC

NEW YORK, NY · CIK 10742 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 1940 · limited liability company

Assets managed$6.2bn
Staff24 · 10 in investment roles
Main clients (by assets)High net worth individuals 80%, Companies 5%, Private funds 5%
Private funds19 (2 hedge) · $328.6m gross assets
Websitebeckmack.com
Form ADV · 2026-03-25SEC adviser record

Legal entityBECK, MACK & OLIVER LLC (US)

$5.1bn reported value +5.8% vs Q1 2026

201positions

45.2%in top 10

15 new 35 added 79 reduced 9 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APOLLO GLOBAL MGMT INC COM APO	APO	2,693,798	$318.7m6.21%	6.21%	Reduced -71.2k	-71,161 -2.6%
2	ALPHABET INC CAP STK CL C GOOG	GOOG	804,126	$284.1m5.54%	5.54%	Reduced -116.8k	-116,812 -12.7%
3	BLACKSTONE INC COM BX	BX	2,230,056	$262.4m5.12%	5.12%	Reduced -29.0k	-29,012 -1.3%
4	GALLAGHER ARTHUR J & CO COM AJG	AJG	1,061,905	$243.8m4.75%	4.75%	Reduced -661	-661 -0.1%
5	SUNBELT RENTALS HOLDINGS INC SHS SUNB	SUNB	3,168,656	$237.0m4.62%	4.62%	Reduced -208.6k	-208,565 -6.2%
6	MICROSOFT CORP COM MSFT	MSFT	545,934	$203.6m3.97%	3.97%	Reduced -10.4k	-10,402 -1.9%
7	RADNET INC COM RDNT	RDNT	3,163,592	$195.1m3.80%	3.80%	Reduced -2.6k	-2,600 -0.1%
8	CREDIT ACCEP CORP MICH COM CACC	CACC	305,983	$194.8m3.80%	3.80%	Reduced -3.0k	-3,001 -1.0%
9	SOMNIGROUP INTERNATIONAL INC COM SGI	SGI	2,468,485	$193.5m3.77%	3.77%	Added +59.0k	+59,038 2.5%
10	SCHWAB CHARLES CORP COM SCHW	SCHW	2,016,840	$186.1m3.63%	3.63%	Reduced -26.6k	-26,555 -1.3%
11	FERGUSON ENTERPRISES INC COMMON STOCK NEW FERG	FERG	777,845	$184.6m3.60%	3.60%	Reduced -54.8k	-54,811 -6.6%
12	ZURN ELKAY WATER SOLNS CORP COM ZWS	ZWS	3,431,406	$173.4m3.38%	3.38%	Reduced -66.6k	-66,584 -1.9%
13	LABCORP HOLDINGS INC COM SHS LH	LH	605,243	$169.5m3.30%	3.30%	Reduced -11.4k	-11,388 -1.9%
14	WATERS CORP COM WAT	WAT	434,149	$162.8m3.17%	3.17%	Added +1.9k	+1,943 0.5%
15	AMERICAN EXPRESS CO COM AXP	AXP	403,799	$136.6m2.66%	2.66%	Reduced -4.2k	-4,190 -1.0%
16	JPMORGAN CHASE & CO COM JPM	JPM	374,875	$122.7m2.39%	2.39%	Reduced -12.9k	-12,860 -3.3%
17	HILTON WORLDWIDE HLDGS INC COM HLT	HLT	360,375	$119.1m2.32%	2.32%	Reduced -34.2k	-34,173 -8.7%
18	ABBOTT LABS COM ABT	ABT	1,123,527	$101.9m1.99%	1.99%	Added +188.1k	+188,100 20.1%
19	GLOBALSTAR INC COM NEW GSAT	GSAT	1,104,340	$89.8m1.75%	1.75%	Reduced -12.8k	-12,779 -1.1%
20	ALPHABET INC CAP STK CL A GOOGL	GOOGL	223,068	$79.7m1.55%	1.55%	Reduced -19.5k	-19,526 -8.1%
21	RUSH ENTERPRISES INC CL A RUSHA	RUSHA	930,268	$67.9m1.32%	1.32%	Reduced -27.4k	-27,354 -2.9%
22	MATADOR RES CO COM MTDR	MTDR	1,358,125	$67.6m1.32%	1.32%	Reduced -407	-407 -0.0%
23	WABTEC COM WAB	WAB	229,482	$61.9m1.21%	1.21%	Added +320	+320 0.1%
24	JEFFERIES FINL GROUP INC COM JEF	JEF	1,222,167	$61.1m1.19%	1.19%	Reduced -935	-935 -0.1%
25	QUALCOMM INC COM QCOM	QCOM	328,775	$60.8m1.18%	1.18%	Reduced -940	-940 -0.3%
26	COSTAR GROUP INC COM CSGP	CSGP	2,084,233	$59.0m1.15%	1.15%	Reduced -842.7k	-842,742 -28.8%
27	AMAZON COM INC COM AMZN	AMZN	242,567	$57.8m1.13%	1.13%	Added +14.2k	+14,172 6.2%
28	ALCON AG ORD SHS ALC	ALC	837,556	$56.2m1.10%	1.10%	Added +628.5k	+628,476 300.6%
29	ROPER TECHNOLOGIES INC COM ROP	ROP	157,451	$53.3m1.04%	1.04%	Reduced -5.7k	-5,701 -3.5%
30	JOHNSON & JOHNSON COM JNJ	JNJ	207,122	$52.6m1.03%	1.03%	Reduced -7.0k	-7,032 -3.3%
31	MASTERCARD INCORPORATED CL A MA	MA	96,545	$49.6m0.97%	0.97%	Added +492	+492 0.5%
32	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	88,039	$44.1m0.86%	0.86%	Reduced -1.0k	-1,039 -1.2%
33	BLUE OWL CAPITAL INC COM CL A OWL	OWL	4,820,425	$42.2m0.82%	0.82%	Reduced -431.1k	-431,053 -8.2%
34	MARKEL GROUP INC COM MKL	MKL	19,891	$38.8m0.76%	0.76%	Added +280	+280 1.4%
35	TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS SPONSORED ADS		1,057,375	$35.8m0.70%	0.70%	Added +5.7k	+5,675 0.5%
36	BROOKFIELD CORP CL A LTD VT SH BN	BN	817,702	$34.8m0.68%	0.68%	Added +13.7k	+13,717 1.7%
37	APPLE INC COM AAPL	AAPL	116,462	$33.7m0.66%	0.66%	Reduced -55	-55 -0.1%
38	UNION PAC CORP COM UNP	UNP	122,132	$33.2m0.65%	0.65%	Reduced -4.6k	-4,565 -3.6%
39	WALMART INC COM WMT	WMT	289,042	$32.7m0.64%	0.64%	Reduced -55	-55 -0.0%
40	WILLIAMS COS INC COM WMB	WMB	420,175	$31.2m0.61%	0.61%	Reduced -4.0k	-3,960 -0.9%
41	ENTERPRISE PRODS PARTNERS L COM EPD	EPD	824,469	$30.3m0.59%	0.59%	Added +7.4k	+7,423 0.9%
42	LOWES COS INC COM LOW	LOW	120,164	$26.5m0.52%	0.52%	Reduced -1.9k	-1,916 -1.6%
43	WARNER BROS DISCOVERY INC COM SER A WBD	WBD	962,144	$25.7m0.50%	0.50%	Reduced -246.9k	-246,876 -20.4%
44	HUBBELL INC COM HUBB	HUBB	48,239	$25.2m0.49%	0.49%	Reduced -598	-598 -1.2%
45	ENBRIDGE INC COM ENB	ENB	320,096	$17.4m0.34%	0.34%	Reduced -200	-200 -0.1%
46	DUKE ENERGY CORP NEW COM NEW DUK	DUK	126,395	$16.0m0.31%	0.31%	Added +1.3k	+1,290 1.0%
47	ARES MANAGEMENT CORPORATION CL A COM STK ARES	ARES	139,649	$15.5m0.30%	0.30%	Added +22.1k	+22,099 18.8%
48	SYSCO CORP COM SYY	SYY	180,846	$15.1m0.29%	0.29%	Added +1.2k	+1,240 0.7%
49	FORTREA HLDGS INC COMMON STOCK FTRE	FTRE	834,758	$14.5m0.28%	0.28%	Reduced -113.0k	-112,990 -11.9%
50	SMITH DOUGLAS HOMES CORP COM SHS CL A SDHC	SDHC	835,065	$13.0m0.25%	0.25%	Reduced -15.5k	-15,528 -1.8%
51	THE BALDWIN INSURANCE GRP IN COM CL A BWIN	BWIN	438,020	$11.6m0.23%	0.23%	Added +10.9k	+10,935 2.6%
52	NUTRIEN LTD COM NTR	NTR	182,435	$11.5m0.22%	0.22%	Added +1.5k	+1,525 0.8%
53	MERCK & CO INC COM MRK	MRK	88,204	$11.3m0.22%	0.22%	Reduced -1.4k	-1,415 -1.6%
54	SOTERA HEALTH CO COM SHC	SHC	552,450	$9.8m0.19%	0.19%	New
55	VERIZON COMMUNICATIONS INC COM VZ	VZ	224,350	$9.5m0.19%	0.19%	Reduced -1.1k	-1,142 -0.5%
56	DOVER CORP COM DOV	DOV	42,016	$9.4m0.18%	0.18%	Added +2.9k	+2,855 7.3%
57	COSTCO WHSL CORP NEW COM COST	COST	9,844	$9.2m0.18%	0.18%	Reduced -662	-662 -6.3%
58	SHERWIN WILLIAMS CO COM SHW	SHW	25,406	$8.7m0.17%	0.17%	Reduced -1.0k	-1,019 -3.9%
59	FEDEX CORP COM FDX	FDX	26,386	$8.3m0.16%	0.16%	Reduced -528	-528 -2.0%
60	PROCTER AND GAMBLE CO COM PG	PG	55,365	$8.1m0.16%	0.16%	Reduced -5	-5 -0.0%
61	1STDIBS COM INC COM DIBS	DIBS	1,287,621	$6.3m0.12%	0.12%	Reduced -10.6k	-10,640 -0.8%
62	EXXONMOBIL HOLDINGS CORP COM SHS STOCK XOM	XOM	44,937	$6.1m0.12%	0.12%	New
63	HOME DEPOT INC COM HD	HD	17,232	$6.1m0.12%	0.12%	Reduced -2.2k	-2,172 -11.2%
64	PARK AEROSPACE CORP COM PKE	PKE	158,349	$6.0m0.12%	0.12%	Reduced -264.6k	-264,625 -62.6%
65	CRIMSON WINE GROUP LTD COM CWGL	CWGL	1,367,472	$6.0m0.12%	0.12%	Reduced -146.0k	-146,000 -9.7%
66	PROGRESSIVE CORP COM PGR	PGR	23,954	$5.2m0.10%	0.10%	Reduced -260	-260 -1.1%
67	AXIS CAP HLDGS LTD SHS AXS	AXS	47,681	$5.1m0.10%	0.10%	Unchanged
68	ROCKET COS INC COM CL A RKT	RKT	312,900	$4.9m0.10%	0.10%	Added +27.9k	+27,900 9.8%
69	KIMBERLY-CLARK CORP COM KMB	KMB	43,198	$4.7m0.09%	0.09%	Unchanged
70	COOPER COS INC COM COO	COO	63,555	$4.6m0.09%	0.09%	Reduced -11.4k	-11,445 -15.3%
71	ABBVIE INC COM ABBV	ABBV	17,645	$4.4m0.09%	0.09%	Added +3.4k	+3,416 24.0%
72	ARMSTRONG WORLD INDS INC NEW COM AWI	AWI	26,999	$4.3m0.08%	0.08%	Added +4.4k	+4,400 19.5%
73	LINDE PLC SHS LIN	LIN	8,246	$4.3m0.08%	0.08%	Added +2.0k	+2,000 32.0%
74	SPDR GOLD TR GOLD SHS GLD	GLD	11,315	$4.2m0.08%	0.08%	Unchanged
75	KKR & CO INC COM KKR	KKR	44,990	$4.1m0.08%	0.08%	Added +2.0k	+2,000 4.7%
76	VISA INC COM CL A V	V	11,693	$4.0m0.08%	0.08%	Reduced -4.0k	-4,000 -25.5%
77	BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS BAM	BAM	85,820	$3.8m0.08%	0.08%	Reduced -3.9k	-3,946 -4.4%
78	GLOBE LIFE INC COM GL	GL	21,125	$3.8m0.07%	0.07%	Unchanged
79	M & T BK CORP COM MTB	MTB	15,228	$3.6m0.07%	0.07%	Reduced -1.0k	-1,023 -6.3%
80	DEERE & CO COM DE	DE	5,300	$3.4m0.07%	0.07%	Unchanged
81	TOWNSQUARE MEDIA INC CL A TSQ	TSQ	473,400	$3.3m0.07%	0.07%	Reduced -141.3k	-141,252 -23.0%
82	ISHARES TR CORE S&P500 ETF IVV	IVV	4,407	$3.3m0.06%	0.06%	Unchanged
83	VITESSE ENERGY INC COMMON STOCK VTS	VTS	197,940	$3.1m0.06%	0.06%	Reduced -352	-352 -0.2%
84	CHEVRON CORP NEW COM CVX	CVX	17,522	$2.9m0.06%	0.06%	Reduced -450	-450 -2.5%
85	MARRIOTT INTL INC NEW CL A MAR	MAR	7,715	$2.9m0.06%	0.06%	Unchanged
86	PEPSICO INC COM PEP	PEP	21,013	$2.8m0.06%	0.06%	Reduced -2.2k	-2,209 -9.5%
87	GE AEROSPACE COM NEW GE	GE	7,262	$2.7m0.05%	0.05%	Unchanged
88	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	5,485	$2.6m0.05%	0.05%	Added +58	+58 1.1%
89	GE VERNOVA INC COM GEV	GEV	2,123	$2.5m0.05%	0.05%	Reduced -43	-43 -2.0%
90	NVIDIA CORPORATION COM NVDA	NVDA	12,421	$2.5m0.05%	0.05%	Added +400	+400 3.3%
91	LOAR HOLDINGS INC COM SHS LOAR	LOAR	27,000	$2.2m0.04%	0.04%	Unchanged
92	PFIZER INC COM PFE	PFE	88,126	$2.1m0.04%	0.04%	Unchanged
93	TJX COS INC NEW COM TJX	TJX	13,501	$2.0m0.04%	0.04%	Reduced -50	-50 -0.4%
94	RTX CORPORATION COM RTX	RTX	10,705	$2.0m0.04%	0.04%	Reduced -10	-10 -0.1%
95	FEDEX FGHT HLDG CO INC COMMON STOCK FDXF	FDXF	13,208	$2.0m0.04%	0.04%	New
96	US BANCORP DEL COM NEW USB	USB	32,189	$1.9m0.04%	0.04%	Unchanged
97	LUMEXA IMAGING HOLDINGS INC COM LMRI	LMRI	170,700	$1.9m0.04%	0.04%	New
98	Nestle SA ADR COM NSRGY	NSRGY	17,570	$1.8m0.04%	0.04%	Unchanged
99	ADVANCED DRAIN SYS INC DEL COM WMS	WMS	11,298	$1.8m0.03%	0.03%	Reduced -364	-364 -3.1%
100	COCA COLA CO COM KO	KO	21,004	$1.7m0.03%	0.03%	Reduced -575	-575 -2.7%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
EXXON MOBIL CORP XOM	XOM	45,577	$7.7m45.6k shares
AMERICAN FUNDS CAPITAL WORLD GR&INC A CWGIX	CWGIX	26,108	$1.8m26.1k shares
PERMANENT PORTFOLIO PERMANENT I PRPFX	PRPFX	8,106	$635.6k8.1k shares
AMERICAN FUNDS GROWTH FUND OF AMER A AGTHX	AGTHX	8,170	$604.3k8.2k shares
TRANE TECHNOLOGIES PLC TT	TT	1,193	$497.2k1.2k shares
VANGUARD 500 INDEX ADMIRAL VFIAX	VFIAX	799	$481.2k799 shares
KRATOS DEFENSE & SEC SOLUTIO KTOS	KTOS	3,712	$261.7k3.7k shares
ZOETIS INC ZTS	ZTS	2,205	$260.7k2.2k shares
ACCENTURE PLC IRELAND ACN	ACN	1,270	$251.8k1.3k shares

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
1STDIBS COM INC DIBS · 13G · filed 2024-11-07	DIBS	8.3%≈ $15.0m	new	13G	2024-11-07
SMITH DOUGLAS HOMES CORP SDHC · 13G · filed 2024-11-14	SDHC	5.0%≈ $6.9m	new	13G	2024-11-14