Beck Mack & Oliver LLC 13F Holdings · Q2 2026
Beck Mack & Oliver LLC reported 201 securities worth $5.13B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: APO (6.21%), GOOG (5.54%), BX (5.12%). Among its top 25 positions this quarter: 4 added, 21 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | APO | APOLLO GLOBAL MGMT INC | $318.7M | 6.21% | 2.7M | Trimmed |
| 2 | GOOG | ALPHABET INC CAP STK CL C | $284.1M | 5.54% | 804,126 | Trimmed |
| 3 | BX | BLACKSTONE INC. | $262.4M | 5.12% | 2.2M | Trimmed |
| 4 | AJG | GALLAGHER ARTHUR J | $243.8M | 4.75% | 1.1M | Trimmed |
| 5 | SUNB | SUNBELT RENTALS HOLDING COMMON | $237.0M | 4.62% | 3.2M | Trimmed |
| 6 | MSFT | MICROSOFT CORP | $203.6M | 3.97% | 545,934 | Trimmed |
| 7 | CACC | CREDIT ACCEP CORP MICH COM | $194.8M | 3.80% | 305,983 | Trimmed |
| 8 | RDNT | RADNET INC COM | $195.1M | 3.80% | 3.2M | Trimmed |
| 9 | SGI | SOMNIGROUP INTERNATIONAL COM | $193.5M | 3.77% | 2.5M | Added |
| 10 | SCHW | SCHWAB CHARLES CP NEW COM | $186.1M | 3.63% | 2.0M | Trimmed |
| 11 | FERG | FERGUSON ENTERPRISES INC. | $184.6M | 3.60% | 777,845 | Trimmed |
| 12 | ZWS | ZURN ELKAY WATER SOLUTIONS COR | $173.4M | 3.38% | 3.4M | Trimmed |
| 13 | LH | LABCORP HOLDINGS | $169.5M | 3.30% | 605,243 | Trimmed |
| 14 | WAT | WATERS CORPORATION | $162.8M | 3.17% | 434,149 | Added |
| 15 | AXP | AMERICAN EXPRESS CO | $136.6M | 2.66% | 403,799 | Trimmed |
| 16 | JPM | JPMORGAN CHASE & CO. | $122.7M | 2.39% | 374,875 | Trimmed |
| 17 | HLT | HILTON WORLDWIDE HOLDINGS INC | $119.1M | 2.32% | 360,375 | Trimmed |
| 18 | ABT | ABBOTT LABS | $101.9M | 1.99% | 1.1M | Added |
| 19 | GSAT | GLOBALSTAR INC | $89.8M | 1.75% | 1.1M | Trimmed |
| 20 | GOOGL | ALPHABET INC CAP STK CL A | $79.7M | 1.55% | 223,068 | Trimmed |
| 21 | MTDR | MATADOR RES CO COM | $67.6M | 1.32% | 1.4M | Trimmed |
| 22 | RUSHA | RUSH ENTERPRISES INC CL A | $67.9M | 1.32% | 930,268 | Trimmed |
| 23 | WAB | WABTEC CORPORATION | $61.9M | 1.21% | 229,482 | Added |
| 24 | JEF | JEFFERIES FINANCIAL GROUP | $61.1M | 1.19% | 1.2M | Trimmed |
| 25 | QCOM | QUALCOMM INC COM | $60.8M | 1.18% | 328,775 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR