BECK MACK & OLIVER LLC logo

BECK MACK & OLIVER LLC Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for BECK MACK & OLIVER LLC with $5.3B in long positions as of Q3 2025, 38% allocated to Financial Services, and 48% concentrated in top 10 positions.

Portfolio Value
$5.3B
Top 10 Concentration
48%
Top Sector
Financial Services (38%)
US Exposure
95%
Market Cap Focus
Large Cap
Countries
7

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

Financial Services: 37.90%Financial ServicesHealthcare: 13.80%HealthcareIndustrials: 11.90%IndustrialsCommunication Services: 8.50%Communication ServicesConsumer Cyclical: 8.30%Consumer CyclicalTechnology: 7.30%Real Estate: 3.00%Energy: 2.80%Consumer Defensive: 1.40%Basic Materials: 0.50%Utilities: 0.40%ETF: 0.10%
Financial Services
37.90%
Healthcare
13.80%
Industrials
11.90%
Communication Services
8.50%
Consumer Cyclical
8.30%
Technology
7.30%
Real Estate
3.00%
Energy
2.80%
Consumer Defensive
1.40%
Basic Materials
0.50%
Utilities
0.40%
ETF
0.10%

Industry Breakdown

75 industries across all sectors

Medical - Diagnostics & Research: 10.26%Medical - Diagnostics & ResearchAsset Management: 10.25%Asset ManagementAsset Management - Global: 6.89%Internet Content & Information: 6.60%Financial - Credit Services: 6.57%Software - Infrastructure: 5.65%Financial - Capital Markets: 5.27%Insurance - Brokers: 4.27%Furnishings, Fixtures & Appliances: 3.68%Industrial - Distribution: 3.60%Industrial - Pollution & Treatment Controls: 3.22%Real Estate - Services: 2.74%Banks - Diversified: 2.36%Industrial - Machinery: 2.34%Medical - Devices: 2.19%Travel Lodging: 2.00%Railroads: 1.46%58 more: 16.46%58 more
Medical - Diagnostics & Research
Healthcare
10.26%
Asset Management
Financial Services
10.25%
Asset Management - Global
Financial Services
6.89%
Internet Content & Information
Communication Services
6.60%
Financial - Credit Services
Financial Services
6.57%
Software - Infrastructure
Technology
5.65%
Financial - Capital Markets
Financial Services
5.27%
Insurance - Brokers
Financial Services
4.27%
Furnishings, Fixtures & Appliances
Consumer Cyclical
3.68%
Industrial - Distribution
Industrials
3.60%
Industrial - Pollution & Treatment Controls
Industrials
3.22%
Real Estate - Services
Real Estate
2.74%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 24.94%Mega Cap (> $200B)Large Cap ($10B - $200B): 59.28%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 14.11%Mid Cap ($2B - $10B)Small Cap ($300M - $2B): 0.86%Micro Cap ($50M - $300M): 0.13%N/A (ETF or Unknown): 0.68%
Mega Cap (> $200B)
24.94%
Large Cap ($10B - $200B)
59.28%
Mid Cap ($2B - $10B)
14.11%
Small Cap ($300M - $2B)
0.86%
Micro Cap ($50M - $300M)
0.13%
N/A (ETF or Unknown)
0.68%

Portfolio Concentration

Top 10 Holdings %
47.85%
Top 20 Holdings %
73.63%
Top 50 Holdings %
95.47%
Top 100 Holdings %
99.37%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
94.86%
International
5.14%
Countries
7
Largest Int'l Market
United Kingdom - 3.65%
United States of America
94.86% ($5.1B)
158 holdings
United Kingdom
3.65% ($194.7M)
3 holdings
Canada
1.35% ($72.1M)
5 holdings
Bermuda
0.09% ($5.0M)
2 holdings
Taiwan
0.03% ($1.4M)
1 holdings
Ireland
0.01% ($356.6K)
1 holdings
Switzerland
0.01% ($275.6K)
2 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
32.7 quarters
Avg. Top 20
35.4 quarters
Avg. All Positions
29.5 quarters
Median Holding Period
34.5 quarters
Persistence Rate
84.88%
Persistent Holdings Weight
92.34%
Persistent Positions
146
Longest Held
Union Pacific Corp. logo
Union Pacific Corp.UNP - 49 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.01%
Avg. Position Weight
0.58%
Largest Position
Blackstone Inc. logo
Blackstone Inc.BX - 6.90%
Largest Ownership Stake
TOWNSQUARE MEDIA, INC. logo
TOWNSQUARE MEDIA, INC.TSQ - 6.01%
Avg. Ownership Stake
0.64%
Ownership Stake >5%
1
Ownership Stake >1%
11

Historical (Since Q2 2013)

Avg. New Position
0.32%
Avg. Ownership Stake
0.73%
Largest Position
Globalstar, Inc. Common Stock logo
Globalstar, Inc. Common StockGSAT - 13.98% (Q3 2022)
Largest Ownership Stake
San Juan Basin Royalty Trust UBI logo
San Juan Basin Royalty Trust UBISJT - 8.55% (Q3 2015)

Portfolio Turnover

Current Quarter

Turnover Ratio
3.3%
Value Traded
$175.55M
Positions Added
5
Positions Exited
10

Historical (Since Q2 2013)

Avg. Turnover Ratio
4.1%
Avg. Positions Added
10
Avg. Positions Exited
10
Highest Turnover
9.7%
Q4 2015
Lowest Turnover
1.1%
Q3 2021

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