Beck Mack & Oliver LLC Top Holdings and 13F Report (2025) About Beck Mack & Oliver LLCInvestment ActivityBeck Mack & Oliver LLC has $5.40 billion in total holdings as of December 31, 2024.Beck Mack & Oliver LLC owns shares of 190 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 2.42% of the portfolio was purchased this quarter.About 2.54% of the portfolio was sold this quarter.This quarter, Beck Mack & Oliver LLC has purchased 177 new stocks and bought additional shares in 55 stocks.Beck Mack & Oliver LLC sold shares of 65 stocks and completely divested from 12 stocks this quarter.Largest Holdings Apollo Global Management $487,757,496Blackstone $401,459,627Microsoft $303,936,937Alphabet $219,388,784Arthur J. Gallagher & Co. $218,940,868 Largest New Holdings this Quarter GLOBALSTAR INC $36,376,079 HoldingFIRST EAGLE FDS INC GLOBAL FD $1,641,116 HoldingOracle $669,393 HoldingWaste Management $408,625 HoldingS&P Global $393,942 Holding Largest Purchases this Quarter CoStar Group 571,532 shares (about $40.92M)GLOBALSTAR INC 17,572,985 shares (about $36.38M)FERGUSON ENTERPRISES INC. 57,705 shares (about $10.02M)SMITH DOUGLAS HOMES CO COM SHS 256,950 shares (about $6.59M)Matador Resources 91,686 shares (about $5.16M) Largest Sales this Quarter Enterprise Products Partners 1,150,015 shares (about $36.06M)Apollo Global Management 115,981 shares (about $19.16M)RadNet 129,493 shares (about $9.04M)Enstar Group 26,795 shares (about $8.63M)Sherwin-Williams 23,922 shares (about $8.13M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBeck Mack & Oliver LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAPOApollo Global Management$487,757,496$19,155,424 ▼-3.8%2,953,2429.0%FinanceBXBlackstone$401,459,627$4,595,510 ▼-1.1%2,328,3827.4%FinanceMSFTMicrosoft$303,936,937$4,399,617 ▼-1.4%721,0845.6%Computer and TechnologyGOOGAlphabet$219,388,784$353,266 ▼-0.2%1,152,0104.1%Computer and TechnologyAJGArthur J. Gallagher & Co.$218,940,868$1,178,829 ▲0.5%771,3264.1%FinanceRDNTRadNet$214,330,509$9,043,791 ▼-4.0%3,068,8794.0%MedicalASHTFAshtead Group$195,467,410$3,831,159 ▲2.0%3,144,7473.6%IndustrialsCACCCredit Acceptance$183,670,591$2,917,224 ▲1.6%391,2383.4%FinanceESGREnstar Group$176,110,788$8,629,330 ▼-4.7%546,8433.3%FinanceSCHWCharles Schwab$157,138,881$2,219,782 ▲1.4%2,123,2112.9%FinanceOWLBlue Owl Capital$140,611,724$869,598 ▲0.6%6,045,2162.6%FinanceLABCORP HOLDINGS$140,580,520$1,661,424 ▲1.2%613,0322.6%COMZWSZurn Elkay Water Solutions$130,011,612$637,457 ▲0.5%3,485,5662.4%Industrial ProductsCSGPCoStar Group$122,085,505$40,915,976 ▲50.4%1,705,3432.3%Computer and TechnologyAXPAmerican Express$117,437,839$1,018,881 ▲0.9%395,6932.2%FinanceROPRoper Technologies$112,191,133$2,944,436 ▲2.7%215,8142.1%Computer and TechnologyFERGUSON ENTERPRISES INC.$110,988,989$10,015,857 ▲9.9%639,4482.1%COMJEFJefferies Financial Group$106,454,186$2,922,674 ▼-2.7%1,357,8342.0%FinanceFIFiserv$105,463,039$531,832 ▲0.5%513,4022.0%Business ServicesHLTHilton Worldwide$105,416,212$71,924 ▲0.1%426,5102.0%Consumer DiscretionaryFTREFortrea$105,111,325$4,054,566 ▼-3.7%5,635,9961.9%MedicalJPMJPMorgan Chase & Co.$102,970,521$198,720 ▲0.2%429,5631.9%FinanceABTAbbott Laboratories$91,670,681$1,142,185 ▲1.3%810,4561.7%MedicalWATWaters$91,354,196$33,388 ▼0.0%246,2511.7%MedicalGOOGLAlphabet$88,999,724$1,077,874 ▼-1.2%470,1521.6%Computer and TechnologyMTDRMatador Resources$79,797,244$5,158,253 ▲6.9%1,418,3661.5%Oils/EnergyRUSHARush Enterprises$58,820,736$319,042 ▲0.5%1,073,5671.1%Retail/WholesaleBRK.BBerkshire Hathaway$52,936,890$2,580,529 ▼-4.6%116,7861.0%FinanceQCOMQUALCOMM$52,412,225$605,263 ▼-1.1%341,1811.0%Computer and TechnologyMKLMarkel Group$52,123,515$611,085 ▼-1.2%30,1951.0%Multi-Sector ConglomeratesMAMastercard$51,111,812$360,699 ▲0.7%97,0660.9%Business ServicesWABWestinghouse Air Brake Technologies$48,766,340$914,772 ▼-1.8%257,2200.9%TransportationEPDEnterprise Products Partners$38,198,738$36,064,470 ▼-48.6%1,218,0720.7%Oils/EnergyUNPUnion Pacific$37,463,095$69,552 ▼-0.2%164,2830.7%TransportationLOWLowe's Companies$37,032,834$358,354 ▼-1.0%150,0520.7%Retail/WholesaleGLOBALSTAR INC$36,376,079$36,376,079 ▲New Holding17,572,9850.7%COMJNJJohnson & Johnson$36,136,489$90,821 ▼-0.3%249,8720.7%MedicalBNBrookfield$33,082,870$252,033 ▼-0.8%575,8550.6%FinanceAMZNAmazon.com$29,162,492$13,163 ▼0.0%132,9250.5%Retail/WholesaleWMTWalmart$28,314,244$413,442 ▼-1.4%313,3840.5%Retail/WholesaleAAPLApple$27,820,231$545,416 ▼-1.9%111,0940.5%Computer and TechnologyTEVATeva Pharmaceutical Industries$26,392,680$796,966 ▼-2.9%1,197,4900.5%MedicalWBDWarner Bros. Discovery$25,671,729$2,613,422 ▼-9.2%2,428,7350.5%Consumer DiscretionaryWMBWilliams Companies$24,882,211$27,060 ▲0.1%459,7600.5%Oils/EnergySHWSherwin-Williams$21,841,640$8,131,849 ▼-27.1%64,2530.4%Basic MaterialsHUBBHubbell$21,553,5660.0%51,4540.4%Industrial ProductsDOVDover$19,307,400$128,881 ▼-0.7%102,9180.4%Industrial ProductsSMITH DOUGLAS HOMES CO COM SHS$17,933,385$6,588,198 ▲58.1%699,4300.3%COMENBEnbridge$14,835,522$76,374 ▲0.5%349,6470.3%Oils/EnergySYYSysco$14,145,941$15,292 ▲0.1%185,0110.3%Consumer StaplesDUKDuke Energy$13,499,714$150,836 ▲1.1%125,2990.2%UtilitiesARESAres Management$12,559,393$13,277 ▲0.1%70,9450.2%FinanceDIBS1stdibs.Com$11,644,157$261,928 ▲2.3%3,289,3100.2%Retail/WholesaleMRKMerck & Co., Inc.$11,216,897$661,245 ▼-5.6%112,7550.2%MedicalPKEPark Aerospace$11,162,524$205,100 ▼-1.8%761,9470.2%AerospaceCWGLCrimson Wine Group$10,927,505$63,500 ▲0.6%1,720,8670.2%Consumer StaplesVZVerizon Communications$9,847,658$10,797 ▲0.1%246,2530.2%Computer and TechnologyCOSTCostco Wholesale$9,614,014$55,890 ▲0.6%10,4930.2%Retail/WholesaleNTRNutrien$9,005,848$1,671,323 ▲22.8%201,2480.2%Basic MaterialsKKRKKR & Co. Inc.$9,002,690$103,537 ▼-1.1%60,8660.2%FinanceTSQTownsquare Media$8,726,627$1,136 ▼0.0%960,0250.2%Consumer DiscretionaryFDXFedEx$8,540,053$88,338 ▼-1.0%30,3560.2%TransportationPGProcter & Gamble$8,538,582$53,313 ▼-0.6%50,9310.2%Consumer StaplesADPAutomatic Data Processing$8,527,225$251,162 ▼-2.9%29,1300.2%Business ServicesHDHome Depot$6,470,460$66,906 ▼-1.0%16,6340.1%Retail/WholesaleKMBKimberly-Clark$5,863,7780.0%44,7480.1%Consumer StaplesBAMBrookfield Asset Management$5,616,848$62,698 ▼-1.1%103,6510.1%FinanceBRK.ABerkshire Hathaway$5,447,3600.0%80.1%FinanceVTSVitesse Energy$5,234,425$17,650 ▼-0.3%209,3770.1%Oils/EnergyXOMExxon Mobil$4,921,435$325,399 ▼-6.2%45,7510.1%Oils/EnergyLOAR HOLDINGS INC.$4,804,1500.0%65,0000.1%COMPGRProgressive$4,583,500$33,066 ▲0.7%19,1290.1%FinanceAXSAXIS Capital$4,502,428$2,216 ▼0.0%50,8060.1%FinanceVVisa$4,437,202$16,118 ▲0.4%14,0400.1%Business ServicesMTBM&T Bank$4,004,237$18,801 ▲0.5%21,2980.1%FinanceAWIArmstrong World Industries$3,866,2230.0%27,3560.1%ConstructionABBVAbbVie$3,816,641$4,443 ▼-0.1%21,4780.1%MedicalLINDE PLC COM$3,471,193$592,837 ▲20.6%8,2910.1%COMPEPPepsiCo$3,190,456$26,610 ▼-0.8%20,9820.1%Consumer StaplesGLDSPDR Gold Shares$2,778,4420.0%11,4750.1%FinanceIVViShares Core S&P 500 ETF$2,594,3130.0%4,4070.0%ETFWMSAdvanced Drainage Systems$2,572,909$1,593,430 ▼-38.2%22,2570.0%ConstructionGLGlobe Life$2,355,8600.0%21,1250.0%FinancePFEPfizer$2,281,7420.0%86,0060.0%MedicalDEDeere & Company$2,203,240$847 ▼0.0%5,2000.0%Industrial ProductsBKBank of New York Mellon$2,074,356$44,946 ▼-2.1%26,9990.0%FinanceDHRDanaher$1,720,477$4,591 ▼-0.3%7,4950.0%MedicalFIRST EAGLE FDS INC GLOBAL FD$1,641,116$1,641,116 ▲New Holding24,3450.0%MIUSTJXTJX Companies$1,633,4720.0%13,5210.0%Retail/WholesaleDOXAmdocs$1,492,249$7,918 ▲0.5%17,5270.0%Computer and TechnologyNSRGYNestlé$1,490,208$146,243 ▲10.9%18,2400.0%Consumer StaplesCVXChevron$1,477,658$159,324 ▼-9.7%10,2020.0%Oils/EnergyPEGPublic Service Enterprise Group$1,385,6360.0%16,4000.0%UtilitiesVOOVanguard S&P 500 ETF$1,349,719$107,762 ▼-7.4%2,5050.0%ETFGEGeneral Electric$1,211,2290.0%7,2620.0%TransportationAMGNAmgen$1,205,034$8,862 ▲0.7%4,6230.0%MedicalHESHess$1,197,0900.0%9,0000.0%Oils/EnergyRTXRTX$1,150,2570.0%9,9400.0%AerospaceSLBSchlumberger$1,138,6980.0%29,7000.0%Oils/EnergyEWEdwards Lifesciences$1,119,3340.0%15,1200.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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