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Beck Mack & Oliver Llc

Portfolio Manager
Beck Mack & Oliver Llc
Performance
-0.45% (2025 Q4)
AUM (13F)
$4.85B
# of Holdings
195
Performance Rank
Allocation (Top 20)
61.82%

Beck Mack & Oliver Llc Holdings Map

Top 50 Beck Mack & Oliver Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
APO
APOLLO GLOBAL MGMT INC
6.35%2.76M$308.1M
+0.01%(+383)
2025-Q1: 2.87M shares2025-Q2: 2.80M shares2025-Q3: 2.76M shares2025-Q4: 2.76M shares2026-Q1: 2.76M shares
$26.71(+407.37%)
2026-03-31
BX
BLACKSTONE INC.
5.36%2.26M$259.8M
+5.10%(+109.65K)
2025-Q1: 2.26M shares2025-Q2: 2.22M shares2025-Q3: 2.15M shares2025-Q4: 2.15M shares2026-Q1: 2.26M shares
$46.15(+165.33%)
2026-03-31
AJG
GALLAGHER ARTHUR J
4.75%1.06M$230.1M
+20.88%(+183.51K)
2025-Q1: 782.9K shares2025-Q2: 701.4K shares2025-Q3: 734.1K shares2025-Q4: 879.1K shares2026-Q1: 1.06M shares
$187.33(+5.53%)
2026-03-31
MSFT
MICROSOFT CORP
4.25%556.3K$205.9M
-1.98%(-11.24K)
2025-Q1: 693.4K shares2025-Q2: 646.9K shares2025-Q3: 574.7K shares2025-Q4: 567.6K shares2026-Q1: 556.3K shares
$47.40(+763.70%)
2026-03-31
FERG
FERGUSON ENTERPRISES INC.
4.01%832.7K$194.2M
-1.28%(-10.82K)
2025-Q1: 860.8K shares2025-Q2: 861.9K shares2025-Q3: 848.5K shares2025-Q4: 843.5K shares2026-Q1: 832.7K shares
$159.91(+45.08%)
2026-03-31
SCHW
SCHWAB CHARLES CP NEW COM
3.96%2.04M$192.0M
-1.04%(-21.50K)
2025-Q1: 2.17M shares2025-Q2: 2.10M shares2025-Q3: 2.06M shares2025-Q4: 2.06M shares2026-Q1: 2.04M shares
$49.43(+80.93%)
2026-03-31
SGI
SOMNIGROUP INTERNATIONAL COM
3.67%2.41M$178.1M
+3.69%(+85.83K)
2025-Q1: 2.17M shares2025-Q2: 2.34M shares2025-Q3: 2.32M shares2025-Q4: 2.32M shares2026-Q1: 2.41M shares
$59.47(+8.45%)
2026-03-31
RDNT
RADNET INC COM
3.65%3.17M$177.0M
-2.02%(-65.26K)
2025-Q1: 3.28M shares2025-Q2: 3.26M shares2025-Q3: 3.28M shares2025-Q4: 3.23M shares2026-Q1: 3.17M shares
$22.68(+135.54%)
2026-03-31
LH
LABCORP HOLDINGS
3.39%616.6K$164.5M
-1.66%(-10.41K)
2025-Q1: 627.0K shares2025-Q2: 614.0K shares2025-Q3: 610.8K shares2025-Q4: 627.0K shares2026-Q1: 616.6K shares
$130.74(+94.30%)
2026-03-31
ZWS
ZURN ELKAY WATER SOLUTIONS COR
3.23%3.50M$156.8M
-2.45%(-87.86K)
2025-Q1: 3.57M shares2025-Q2: 3.71M shares2025-Q3: 3.65M shares2025-Q4: 3.59M shares2026-Q1: 3.50M shares
$24.83(+100.08%)
2026-03-31

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