BECK MACK & OLIVER LLC Q4 2025 Filing
Filed February 12, 2026
Portfolio Value
$5.5B
Holdings
194
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (194 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | APOAPOLLO GLOBAL MGMT INC | 2,764,576 | $400.2M | 7.27% | |
| 2 | BXBLACKSTONE INC. | 2,149,414 | $331.3M | 6.02% | |
| 3 | —ALPHABET INC CAP STK CL C | 998,822 | $313.4M | 5.69% | |
| 4 | MSFTMICROSOFT CORP | 567,576 | $274.5M | 4.99% | |
| 5 | ASHGYASHTEAD GROUP PLC SHS | 3,482,242 | $238.3M | 4.33% | |
| 6 | RDNTRADNET INC COM | 3,231,451 | $230.6M | 4.19% | |
| 7 | AJGGALLAGHER ARTHUR J | 879,059 | $227.5M | 4.13% | |
| 8 | TPDSOMNIGROUP INTERNATIONAL COM | 2,323,615 | $207.5M | 3.77% | |
| 9 | SCHWSCHWAB CHARLES CP NEW COM | 2,064,898 | $206.3M | 3.75% | |
| 10 | FERGFERGUSON ENTERPRISES INC. | 843,478 | $187.8M | 3.41% | |
| 11 | ZWSZURN ELKAY WATER SOLUTIONS COR | 3,585,849 | $166.7M | 3.03% | |
| 12 | LHLABCORP HOLDINGS | 627,037 | $157.3M | 2.86% | |
| 13 | AXPAMERICAN EXPRESS CO | 409,509 | $151.5M | 2.75% | |
| 14 | CSGPCOSTAR GROUP INC. | 2,224,889 | $149.6M | 2.72% | |
| 15 | WATWATERS CORPORATION | 390,655 | $148.4M | 2.69% | |
| 16 | CACCCREDIT ACCEP CORP MICH COM | 310,348 | $137.6M | 2.50% | |
| 17 | JPMJPMORGAN CHASE & CO. | 396,974 | $127.9M | 2.32% | |
| 18 | HLTHILTON WORLDWIDE HOLDINGS INC | 410,552 | $117.9M | 2.14% | |
| 19 | OWLBLUE OWL CAPITAL INC COM CL A | 7,766,893 | $116.0M | 2.11% | |
| 20 | ABTABBOTT LABS | 874,729 | $109.6M | 1.99% | |
| 21 | ROPROPER TECHNOLOGIES INC COM | 231,095 | $102.9M | 1.87% | |
| 22 | —ALPHABET INC CAP STK CL A | 281,118 | $88.0M | 1.60% | |
| 23 | JEFJEFFERIES FINANCIAL GROUP | 1,232,297 | $76.4M | 1.39% | |
| 24 | GSATGLOBALSTAR INC | 1,139,151 | $69.5M | 1.26% | |
| 25 | MTDRMATADOR RES CO COM | 1,432,324 | $60.8M | 1.10% | |
| 26 | QCOMQUALCOMM INC COM | 326,008 | $55.8M | 1.01% | |
| 27 | MAMASTERCARD INC CL A | 95,875 | $54.7M | 0.99% | |
| 28 | WBDWARNER BROS DISCOVERY INC COM | 1,870,720 | $53.9M | 0.98% | |
| 29 | RUSHARUSH ENTERPRISES INC CL A | 983,896 | $53.1M | 0.96% | |
| 30 | WABWABTEC CORPORATION | 230,973 | $49.3M | 0.90% | |
| 31 | AMZNAMAZON.COM INC | 207,359 | $47.9M | 0.87% | |
| 32 | MKLMARKEL GROUP INC. | 21,601 | $46.4M | 0.84% | |
| 33 | BRK/BBERKSHIRE HATHAW.CLB | 92,167 | $46.3M | 0.84% | |
| 34 | JNJJOHNSON & JOHNSON | 219,694 | $45.5M | 0.83% | |
| 35 | BNBROOKFIELD CORP CL A LMT VTG S | 841,998 | $38.6M | 0.70% | |
| 36 | LOWLOWES COS INC COM | 139,054 | $33.5M | 0.61% | |
| 37 | TEVATEVA PHARMAC.IND.ADR | 1,056,500 | $33.0M | 0.60% | |
| 38 | WMTWAL MART INC. | 293,297 | $32.7M | 0.59% | |
| 39 | AAPLAPPLE INC COM | 117,400 | $31.9M | 0.58% | |
| 40 | UNPUNION PAC CORP | 127,406 | $29.5M | 0.54% | |
| 41 | WMBWILLIAMS COS INC DEL | 426,685 | $25.6M | 0.47% | |
| 42 | EPDENTERPRISE PRODS PARTNERS LP | 795,082 | $25.5M | 0.46% | |
| 43 | HUBBHUBBELL INC COM | 49,237 | $21.9M | 0.40% | |
| 44 | ENBENBRIDGE INC COM | 324,440 | $15.5M | 0.28% | |
| 45 | DUKDUKE ENERGY CORP NEW COM NEW | 125,065 | $14.7M | 0.27% | |
| 46 | PKEPARK AEROSPACE CORP. | 667,886 | $14.3M | 0.26% | |
| 47 | FTREFORTREA HOLDINGS INC. | 804,651 | $13.9M | 0.25% | |
| 48 | SDHCSMITH DOUGLAS HOMES CO COM SHS | 816,447 | $13.7M | 0.25% | |
| 49 | SYYSYSCO CORP COM | 180,711 | $13.3M | 0.24% | |
| 50 | ARESARES MGMT L P COM UNIT RP IN | 76,566 | $12.4M | 0.22% | |
| 51 | DIBS1STDIBS COM INC COM | 1,950,478 | $11.7M | 0.21% | |
| 52 | NTRNUTRIEN LTD COM | 186,640 | $11.5M | 0.21% | |
| 53 | MRKMERCK & CO INC | 97,926 | $10.3M | 0.19% | |
| 54 | DOVDOVER CORP | 49,994 | $9.8M | 0.18% | |
| 55 | SHWSHERWIN WILLIAMS CO COM | 28,610 | $9.3M | 0.17% | |
| 56 | COSTCOSTCO WHSL CORP NEW | 10,511 | $9.1M | 0.16% | |
| 57 | BACVERIZON COMM. | 220,121 | $9.0M | 0.16% | |
| 58 | FDXFEDEX CORP | 28,414 | $8.2M | 0.15% | |
| 59 | CWGLCRIMSON WINE GROUP LTD COM | 1,521,972 | $7.5M | 0.14% | |
| 60 | PGPROCTER & GAMBLE | 51,938 | $7.4M | 0.14% | |
| 61 | KKRKKR & CO INC. | 55,220 | $7.0M | 0.13% | |
| 62 | BWINTHE BALDWIN INSURANCE COM CL A | 289,775 | $7.0M | 0.13% | |
| 63 | HDHOME DEPOT INC COM | 19,404 | $6.7M | 0.12% | |
| 64 | ADPAUTOM.DATA PROCESSING | 25,783 | $6.6M | 0.12% | |
| 65 | PGRPROGRESSIVE CORP OHIO | 24,464 | $5.6M | 0.10% | |
| 66 | VVISA INC COM CL A | 15,816 | $5.5M | 0.10% | |
| 67 | TSQTOWNSQUARE MEDIA INC CL A | 1,073,600 | $5.5M | 0.10% | |
| 68 | XOMEXXON MOBIL CORP | 45,837 | $5.5M | 0.10% | |
| 69 | AWIARMSTRONG WORLD INDS I COM | 26,999 | $5.2M | 0.09% | |
| 70 | RKTROCKET COS INC COM CL A | 265,000 | $5.1M | 0.09% | |
| 71 | AXSAXIS CAP.HOLDGS.LTD. | 47,681 | $5.1M | 0.09% | |
| 72 | BAMBROOKFIELD ASSET MANAG CL A LM | 94,128 | $4.9M | 0.09% | |
| 73 | GQ9SPDR GOLD TRUST | 11,315 | $4.5M | 0.08% | |
| 74 | KMBKIMBERLY CLARK CORP | 43,598 | $4.4M | 0.08% | |
| 75 | ABBVABBVIE INC. COM | 18,229 | $4.2M | 0.08% | |
| 76 | VTSVITESSE ENERGY INC | 200,173 | $3.9M | 0.07% | |
| 77 | LINLINDE PLC COM | 8,291 | $3.5M | 0.06% | |
| 78 | COOCOOPER COS INC COM NEW | 41,000 | $3.4M | 0.06% | |
| 79 | MTBM & T BK CORP | 16,251 | $3.3M | 0.06% | |
| 80 | PEPPEPSICO INC COM | 21,238 | $3.0M | 0.06% | |
| 81 | IVVISHARES S&P 500 INDEX FUND | 4,407 | $3.0M | 0.05% | |
| 82 | GLGLOBE LIFE INC COM | 21,125 | $3.0M | 0.05% | |
| 83 | BKBANK NEW YORK MELLON CORP | 24,194 | $2.8M | 0.05% | |
| 84 | FISVFISERV INC COM | 41,255 | $2.8M | 0.05% | |
| 85 | CVXCHEVRON CORPORATION | 18,002 | $2.7M | 0.05% | |
| 86 | DEDEERE & CO COM | 5,300 | $2.5M | 0.04% | |
| 87 | NVDANVIDIA CORP COM | 12,181 | $2.3M | 0.04% | |
| 88 | GEGE AEROSPACE | 7,262 | $2.2M | 0.04% | |
| 89 | PFEPFIZER INC | 88,626 | $2.2M | 0.04% | |
| 90 | ALCALCON INC ORD SHS | 27,000 | $2.1M | 0.04% | |
| 91 | TJXTJX COS INC NEW COM | 13,621 | $2.1M | 0.04% | |
| 92 | RTXRTX CORP. | 10,715 | $2.0M | 0.04% | |
| 93 | DHRDANAHER CORP DEL | 8,332 | $1.9M | 0.03% | |
| 94 | CWGIXCAPITAL WORLD GROWTH & COM | 26,036 | $1.9M | 0.03% | |
| 95 | MBIN 6 PERP CMERCHANTS BANCORP IND 6 FXD P | 99,359 | $1.8M | 0.03% | |
| 96 | NSRGYNESTLE SA SPONSORED ADR | 17,570 | $1.7M | 0.03% | |
| 97 | CVSCVS HEALTH CORP COM | 21,248 | $1.7M | 0.03% | |
| 98 | AMGNAMGEN INC COM | 5,062 | $1.7M | 0.03% | |
| 99 | TSMTAIWAN SEMICONDUCTOR-SP ADR | 5,427 | $1.6M | 0.03% | |
| 100 | VOOVANGUARD INDEX FDS S&P 500 ETF | 2,519 | $1.6M | 0.03% |
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