StockDriftsStockDriftsTop 50 Beck Mack & Oliver LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| APO | APOLLO GLOBAL MGMT INC | 6.21% | 2.69M | $318.7M | -2.57%(-71.16K) | $26.71(+426.98%) | 2026-06-30 | |
| BX | BLACKSTONE INC. | 5.12% | 2.23M | $262.4M | -1.28%(-29.01K) | $46.15(+202.82%) | 2026-06-30 | |
| AJG | GALLAGHER ARTHUR J | 4.75% | 1.06M | $243.8M | -0.06%(-661) | $187.33(+32.37%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.97% | 545.9K | $203.6M | -1.87%(-10.40K) | $47.40(+925.37%) | 2026-06-30 | |
| RDNT | RADNET INC COM | 3.8% | 3.16M | $195.1M | -0.08%(-2.60K) | $22.68(+236.59%) | 2026-06-30 | |
| CACC | CREDIT ACCEP CORP MICH COM | 3.8% | 306.0K | $194.8M | -0.97%(-3.00K) | $253.93(+131.27%) | 2026-06-30 | |
| SGI | SOMNIGROUP INTERNATIONAL COM | 3.77% | 2.47M | $193.5M | +2.45%(+59.04K) | $59.81(+10.45%) | 2026-06-30 | |
| SCHW | SCHWAB CHARLES CP NEW COM | 3.63% | 2.02M | $186.1M | -1.30%(-26.55K) | $49.43(+124.98%) | 2026-06-30 | |
| FERG | FERGUSON ENTERPRISES INC. | 3.6% | 777.8K | $184.6M | -6.58%(-54.81K) | $159.91(+53.17%) | 2026-06-30 | |
| ZWS | ZURN ELKAY WATER SOLUTIONS COR | 3.38% | 3.43M | $173.4M | -1.90%(-66.58K) | $24.83(+104.34%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.03% | +33.19% | +5.89% | +33.10% |
| Top 20 Holdings Unweighted | +8.32% | +27.09% | +4.26% | +23.20% |
Beck Mack & Oliver LLC reports $5.13B in US-listed equity holdings across 201 positions in its most recent 13F filing. Its largest disclosed positions are APO (6.2%), BX (5.1%) and AJG (4.8%). The top 20 holdings account for 62.33% of reported assets. Its disclosed equity book has returned +33.19% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Beck Mack & Oliver LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 10742). View Beck Mack & Oliver LLC’s 13F filings on SEC