BECK MACK & OLIVER LLC Q4 2022 Filing

Filed February 14, 2023

Portfolio Value

$3.4B

Holdings

174

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (174 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
867,462$208.0T6106984.32%
2
APOAPOLLO GLOBAL MGMT INC
3,116,893$198.8T5836676.60%
3
BXBLACKSTONE INC.
2,365,663$175.5T5152159.57%
4
ESGRENSTAR GROUP LTD
687,849$158.9T4665211.99%
5
CACCCREDIT ACCEP CORP MICH COM
321,811$152.7T4481636.83%
6
ASHGYASHTEAD GROUP PLC SHS
2,357,671$134.6T3951940.58%
7
AJGGALLAGHER ARTHUR J
686,912$129.5T3801856.33%
8
SCHWSCHWAB CHARLES CP NEW COM
1,521,561$126.7T3718919.87%
9
LAB.CP OF AMER HLDGS.
476,936$112.3T3296895.85%
10
ALPHABET INC CAP STK CL C
1,175,868$104.3T3062810.67%
11
ROPROPER TECHNOLOGIES INC COM
213,064$92.1T2702560.28%
12
ABTABBOTT LABS
779,613$85.6T2512655.64%
13
WATWATERS CORPORATION
229,298$78.6T2305968.49%
14
JEFJEFFERIES FINANCIAL GROUP
1,924,667$66.0T1936812.20%
15
EPDENTERPRISE PRODS PARTNERS LP
2,709,117$65.3T1918209.99%
16
TEVATEVA PHARMAC.IND.ADR
6,984,333$63.7T1869867.67%Call
17
JPMJPMORGAN CHASE & CO.
471,176$63.2T1854823.48%
18
RDNTRADNET INC COM
3,213,394$60.5T1776255.33%
19
CSGPCOSTAR GROUP INC.
775,091$59.9T1758372.57%
20
SHWSHERWIN WILLIAMS CO COM
248,120$58.9T1728646.20%
21
MTDRMATADOR RES CO COM
1,015,934$58.2T1707089.70%
22
BRK/BBERKSHIRE HATHAW.CLB
184,653$57.0T1674423.75%
23
MKLMARKEL CORP COM
42,984$56.6T1662437.21%
24
JNJJOHNSON & JOHNSON
284,982$50.3T1477822.13%
25
FISVFISERV INC
489,049$49.4T1450994.39%
26
ALPHABET INC CAP STK CL A
547,143$48.3T1417125.21%
27
QCOMQUALCOMM INC COM
435,811$47.9T1406518.06%
28
AXPAMERICAN EXPRESS CO
303,234$44.8T1315215.83%
29
HLTHILTON WORLDWIDE HOLDINGS INC
346,862$43.8T1286641.14%
30
MAMASTERCARD INC CL A
123,781$43.0T1263534.90%
31
OWLBLUE OWL CAPITAL INC COM CL A
3,837,033$40.7T1193967.48%
32
UNPUNION PAC CORP
181,984$37.7T1106219.95%
33
LOWLOWES COS INC COM
165,552$33.0T968282.44%
34
WABWABTEC CORPORATION
325,584$32.5T953955.70%
35
ZWSZURN ELKAY WATER SOLUTIONS COR
1,509,660$31.9T937304.32%
36
FERGFERGUSON PLC NEW SHS
200,864$25.5T748676.71%
37
BNBROOKFIELD CORP CL A LMT VTG S
794,143$25.0T733412.88%
38
GSATUSDGLOBALSTAR INC
18,738,700$24.9T731614.32%
39
WBDWARNER BROS DISCOVERY INC COM
2,277,516$21.6T633812.61%
40
WMSADVANCED DRAIN SYS INC COM
249,336$20.4T599971.26%
41
DOVDOVER CORP
137,317$18.6T545842.72%
42
AAPLAPPLE INC COM
139,006$18.1T530194.03%
43
WMBWILLIAMS COS INC DEL
518,785$17.1T501042.33%
44
WMTWAL MART INC.
120,181$17.0T500234.67%
45
MRKMERCK & CO INC
142,295$15.8T463455.97%
46
ENBENBRIDGE INC COM
391,483$15.3T449345.87%
47
SYYSYSCO CORP COM
199,294$15.2T447262.65%
48
LUMNLUMEN TECHNOLOGIES
2,752,545$14.4T421789.76%
49
DUKDUKE ENERGY CORP NEW COM NEW
136,940$14.1T414015.40%
50
HUBBHUBBELL INC COM
58,432$13.7T402548.24%
51
NTRNUTRIEN LTD COM
184,136$13.4T394758.15%
52
ASHGYASHTEAD GROUP PLC
226,025$12.9T378864.31%
53
AWIARMSTRONG WORLD INDS I COM
182,893$12.5T368255.28%
54
BACVERIZON COMM.
295,361$11.6T341617.92%
55
CWGLCRIMSON WINE GROUP LTD COM
2,021,617$11.3T332929.92%
56
PKEPARK AEROSPACE CORP.
774,922$10.4T305054.80%
57
PGPROCTER & GAMBLE
55,526$8.4T247042.75%
58
KMBKIMBERLY CLARK CORP
56,248$7.6T224149.63%
59
FDXFEDEX CORP
40,756$7.1T207219.45%
60
XOMEXXON MOBIL CORP
56,039$6.2T181450.01%
61
HDHOME DEPOT INC COM
18,535$5.9T171861.39%
62
ABBVABBVIE INC. COM
35,973$5.8T170661.68%
63
2JEFOCUS FINL PARTNERS IN COM CL
155,624$5.8T170265.64%
64
BAMBROOKFIELD ASSET MANAG CL A LM
198,562$5.7T167114.82%
65
DIBS1STDIBS COM INC COM
948,349$4.8T141423.96%
66
TSQTOWNSQUARE MEDIA INC CL A
661,712$4.8T140830.95%
67
PFEPFIZER INC
92,462$4.7T139079.63%
68
COSTCOSTCO WHSL CORP NEW
10,213$4.7T136859.05%
69
BKIEURBLACK KNIGHT INC COM
72,275$4.5T131013.53%
70
BAXBAXTER INTL INC
87,194$4.4T130464.49%
71
PEPPEPSICO INC COM
22,732$4.1T120554.18%
72
MTBM & T BK CORP
27,063$3.9T115243.05%
73
KKRKKR & CO INC.
83,697$3.9T114052.85%
74
BRK-BBERKSHIRE HATHAW.CLA
8$3.7T110074.38%
75
TCN1EURTRICON RESIDENTIAL INC COM NPV
476,716$3.7T107895.95%
76
DHRDANAHER CORP DEL
12,245$3.3T95407.73%
77
SPYSPDR TR UNIT SER 1 STANDARD &
8,311$3.2T93303.16%
78
AXSAXIS CAP.HOLDGS.LTD.
58,231$3.2T92598.54%
79
PGRPROGRESSIVE CORP OHIO
22,030$2.9T83883.98%
80
MDXGMIMEDX GROUP INC COM
1,000,535$2.8T81652.25%
81
LINLINDE PLC COM
8,515$2.8T81532.94%
82
ARESARES MGMT L P COM UNIT RP IN
38,435$2.6T77219.67%
83
MTDMETTLER TOLEDO INT'L
1,765$2.6T74892.59%
84
GLGLOBE LIFE INC COM
21,125$2.5T74757.55%
85
GQ9SPDR GOLD TRUST
13,434$2.3T66899.79%
86
DEDEERE & CO COM
5,200$2.2T65449.86%
87
SLBSCHLUMBERGER LTD
38,000$2.0T59635.33%
88
CVXCHEVRON CORPORATION
10,622$1.9T55967.73%
89
NSRGYNESTLE SA SPONSORED ADR
16,250$1.9T55020.48%
90
KOCOCA-COLA CO
26,876$1.7T50185.82%
91
IVVISHARES S&P 500 INDEX FUND
4,217$1.6T47562.37%
92
VVISA INC COM CL A
7,700$1.6T46961.69%
93
AMZNAMAZON.COM INC
17,650$1.5T43522.63%
94
WDWALKER & DUNLOP INC COM
18,452$1.4T42510.24%
95
NEENEXTERA ENERGY INC.
16,361$1.4T40152.02%
96
HESS CORPORATION
9,000$1.3T37468.91%
97
COLLEGE RETIREMENT EQU EQTY IN
3,588$1.2T35067.01%
98
CNRCANADIAN NATL RAILWAY
9,960$1.2T34758.36%
99
DDOMINION ENERGY
18,965$1.2T34138.64%
100
NDSNNORDSON CORP COM
4,800$1.1T33496.39%
Page 1 of 2Next