BECK MACK & OLIVER LLC Portfolio Holdings
Q3 2025•172 long positions•$5.3B portfolio value
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Holding182 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Asset Management Financial Services | $368.0M 6.9% | -$10.6M Sold | 0.276% 2.2M shares | 2.2M → 2.2M −$10.6M | -2.8% | $133.37B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Asset Management - Global Financial Services | $367.5M 6.89% | -$6.2M Sold | 0.482% 2.8M shares | 2.8M → 2.8M −$6.2M | -1.65% | $76.2B Large Cap | Q1 2015 Held for 10y 8m | |
Software - Infrastructure Technology | $297.7M 5.58% | -$37.4M Sold | 0.008% 574.7K shares | 646.9K → 574.7K −$37.4M | -11.16% | $3.85T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Internet Content & Information Communication Services | $261.2M 4.9% | -$11.0M Sold | 0.009% 1.1M shares | 1.1M → 1.1M −$11.0M | -4.04% | $2.95T Mega Cap | Q2 2014 Held for 11y 5m | |
Medical - Diagnostics & Research Healthcare | $249.7M 4.68% | +$1.0M Bought | 4.26% 3.3M shares | 3.3M → 3.3M +$1.0M | +0.42% | $5.9B Mid Cap | Q2 2015 Held for 10y 5m | |
Insurance - Brokers Financial Services | $227.4M 4.27% | +$10.1M Bought | 0.286% 734.1K shares | 701.4K → 734.1K +$10.1M | +4.65% | $79.4B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Financial - Capital Markets Financial Services | $197.0M 3.7% | -$3.9M Sold | 0.114% 2.1M shares | 2.1M → 2.1M −$3.9M | -1.92% | $173.30B Large Cap | Q4 2016 Held for 8y 11m | |
Furnishings, Fixtures & Appliances Consumer Cyclical | $195.9M 3.68% | -$1.1M Sold | 1.11% 2.3M shares | 2.3M → 2.3M −$1.1M | -0.56% | $17.7B Large Cap | Q1 2025 Held for 8 months | |
Unknown Unknown | $195.9M 3.68% | -$1.1M Sold | — 2.3M shares | 2.3M → 2.3M −$1.1M | -0.56% | $17.7B Large Cap | Q1 2025 Held for 8 months | |
Industrial - Distribution Industrials | $190.6M 3.57% | -$3.0M Sold | 0.423% 848.5K shares | 861.9K → 848.5K −$3.0M | -1.55% | $45.1B Large Cap | Q2 2022 Held for 3y 5m | |
Medical - Diagnostics & Research Healthcare | $175.3M 3.29% | -$915.7K Sold | 0.735% 610.8K shares | 614.0K → 610.8K −$915.7K | -0.52% | $23.9B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Industrial - Pollution & Treatment Controls Industrials | $171.8M 3.22% | -$2.5M Sold | 2.18% 3.7M shares | 3.7M → 3.7M −$2.5M | -1.44% | $7.9B Mid Cap | Q1 2022 Held for 3y 8m | |
Financial - Credit Services Financial Services | $157.4M 2.95% | -$18.3M Sold | 3.0% 337.2K shares | 376.4K → 337.2K −$18.3M | -10.42% | $5.2B Mid Cap | Q3 2014 Held for 11y 2m | |
Real Estate - Services Real Estate | $145.4M 2.73% | -$271.2K Sold | 0.407% 1.7M shares | 1.7M → 1.7M −$271.2K | -0.19% | $35.7B Large Cap | Q1 2022 Held for 3y 8m | |
Financial - Credit Services Financial Services | $133.2M 2.5% | -$798.8K Sold | 0.058% 401.0K shares | 403.5K → 401.0K −$798.8K | -0.6% | $231.14B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Banks - Diversified Financial Services | $125.6M 2.36% | -$1.8M Sold | 0.014% 398.3K shares | 403.9K → 398.3K −$1.8M | -1.39% | $867.35B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Medical - Diagnostics & Research Healthcare | $118.4M 2.22% | +$43.7M Bought | 0.664% 395.0K shares | 249.2K → 395.0K +$43.7M | +58.53% | $17.8B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Asset Management Financial Services | $116.1M 2.18% | +$1.4M Bought | 1.05% 6.9M shares | 6.8M → 6.9M +$1.4M | +1.19% | $11.0B Large Cap | Q1 2022 Held for 3y 8m | |
Medical - Devices Healthcare | $115.7M 2.17% | +$2.4M Bought | 0.05% 864.2K shares | 846.4K → 864.2K +$2.4M | +2.1% | $233.12B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Industrial - Machinery Industrials | $115.1M 2.16% | +$2.2M Bought | 0.215% 230.9K shares | 226.4K → 230.9K +$2.2M | +1.95% | $53.7B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Travel Lodging Consumer Cyclical | $106.5M 2.0% | -$1.6M Sold | 0.174% 410.4K shares | 416.7K → 410.4K −$1.6M | -1.51% | $61.0B Large Cap | Q1 2020 Held for 5y 8m | |
Internet Content & Information Communication Services | $88.9M 1.67% | -$14.8M Sold | 0.003% 365.7K shares | 426.6K → 365.7K −$14.8M | -14.29% | $2.95T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Financial - Capital Markets Financial Services | $82.9M 1.56% | -$1.1M Sold | 0.614% 1.3M shares | 1.3M → 1.3M −$1.1M | -1.25% | $13.5B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Oil & Gas Exploration & Production Energy | $63.1M 1.18% | -$168.4K Sold | 1.13% 1.4M shares | 1.4M → 1.4M −$168.4K | -0.27% | $5.6B Mid Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Semiconductors Technology | $56.1M 1.05% | -$451.0K Sold | 0.031% 337.5K shares | 340.2K → 337.5K −$451.0K | -0.8% | $179.50B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Financial - Credit Services Financial Services | $54.2M 1.02% | -$181.4K Sold | 0.011% 95.3K shares | 95.6K → 95.3K −$181.4K | -0.33% | $514.21B Mega Cap | Q3 2017 Held for 8y 2m | |
Auto - Dealerships Consumer Cyclical | $51.8M 0.972% | -$667.7K Sold | 1.24% 968.9K shares | 981.4K → 968.9K −$667.7K | -1.27% | $4.2B Mid Cap | Q2 2023 Held for 2y 5m | |
Railroads Industrials | $47.8M 0.897% | -$659.5K Sold | 0.139% 238.5K shares | 241.8K → 238.5K −$659.5K | -1.36% | $34.3B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Insurance - Diversified Financial Services | $47.1M 0.883% | -$508.3K Sold | 0.004% 93.6K shares | 94.6K → 93.6K −$508.3K | -1.07% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
Insurance - Property & Casualty Financial Services | $44.6M 0.837% | -$3.8M Sold | 0.185% 23.4K shares | 25.4K → 23.4K −$3.8M | -7.89% | $24.2B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Telecommunications Services Communication Services | $42.5M 0.798% | -$420.9K Sold | 0.923% 1.2M shares | 1.2M → 1.2M −$420.9K | -0.98% | $4.6B Mid Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Drug Manufacturers - General Healthcare | $41.0M 0.768% | -$1.1M Sold | 0.009% 220.9K shares | 227.0K → 220.9K −$1.1M | -2.66% | $446.55B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Specialty Retail Consumer Cyclical | $39.8M 0.746% | +$482.8K Bought | 0.002% 181.1K shares | 178.9K → 181.1K +$482.8K | +1.23% | $2.34T Mega Cap | Q1 2014 Held for 11y 8m | |
Entertainment Communication Services | $39.7M 0.745% | -$4.1M Sold | 0.082% 2.0M shares | 2.2M → 2.0M −$4.1M | -9.32% | $48.4B Large Cap | Q2 2022 Held for 3y 5m | |
Asset Management Financial Services | $38.5M 0.723% | -$130.3K Sold | 0.038% 561.7K shares | 563.6K → 561.7K −$130.3K | -0.34% | $102.59B Large Cap | Q4 2022 Held for 2y 11m | |
Home Improvement Consumer Cyclical | $35.5M 0.667% | -$185.5K Sold | 0.025% 141.4K shares | 142.1K → 141.4K −$185.5K | -0.52% | $140.94B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Discount Stores Consumer Defensive | $30.8M 0.577% | -$226.7K Sold | 0.004% 298.5K shares | 300.7K → 298.5K −$226.7K | -0.73% | $821.68B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Railroads Industrials | $30.2M 0.566% | -$11.8K Sold | 0.022% 127.6K shares | 127.6K → 127.6K −$11.8K | -0.04% | $140.18B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Consumer Electronics Technology | $28.2M 0.529% | -$546.4K Sold | 0.001% 110.8K shares | 113.0K → 110.8K −$546.4K | -1.9% | $3.78T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Oil & Gas Midstream Energy | $27.9M 0.524% | -$663.3K Sold | 0.036% 441.0K shares | 451.5K → 441.0K −$663.3K | -2.32% | $77.4B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Oil & Gas Midstream Energy | $25.2M 0.473% | -$2.7M Sold | 0.037% 807.0K shares | 894.9K → 807.0K −$2.7M | -9.82% | $67.7B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Unknown Unknown | $22.2M 0.416% | -$40.5K Sold | — 1.1M shares | 1.1M → 1.1M −$40.5K | -0.18% | — — | Q4 2022 Held for 2y 11m | |
Electrical Equipment & Parts Industrials | $21.3M 0.4% | -$94.2K Sold | 0.093% 49.6K shares | 49.8K → 49.6K −$94.2K | -0.44% | $22.9B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Oil & Gas Midstream Energy | $17.0M 0.318% | -$587.5K Sold | 0.015% 336.0K shares | 347.6K → 336.0K −$587.5K | -3.35% | $110.03B Large Cap | Q4 2022 Held for 2y 11m | |
Regulated Electric Utilities | $15.5M 0.29% | -$111.4K Sold | 0.016% 125.1K shares | 126.0K → 125.1K −$111.4K | -0.71% | $96.2B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Food Distribution Consumer Defensive | $14.9M 0.28% | -$51.5K Sold | 0.038% 181.5K shares | 182.1K → 181.5K −$51.5K | -0.34% | $39.4B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Real Estate - Development Real Estate | $14.4M 0.269% | -$403.4K Sold | 1.58% 812.8K shares | 835.7K → 812.8K −$403.4K | -2.73% | $908.7M Small Cap | Q1 2024 Held for 1y 8m | |
Aerospace & Defense Industrials | $14.0M 0.262% | -$1.3M Sold | 3.46% 687.9K shares | 752.1K → 687.9K −$1.3M | -8.54% | $403.9M Small Cap | Q3 2020 Held for 5y 2m | |
Biotechnology Healthcare | $11.8M 0.222% | -$5.2M Sold | 1.55% 1.4M shares | 2.0M → 1.4M −$5.2M | -30.47% | $764.5M Small Cap | Q2 2023 Held for 2y 5m | |
Agricultural Inputs Basic Materials | $11.0M 0.206% | +$35.2K Bought | 0.038% 186.6K shares | 186.0K → 186.6K +$35.2K | +0.32% | $28.5B Large Cap | Q1 2018 Held for 7y 8m |
