AI Portfolio Summary
In 2025 Q4, BECK MACK & OLIVER LLC maintained a portfolio of 199 distinct positions. They heavily accumulated shares in APOLLO GLOBAL MGMT I, increasing their position by 0.3%. Conversely, BECK MACK & OLIVER LLC completely exited their position in FISERV INC.
Total Positions
199
Quarter
2025 Q4
Top Holding
APO (7.3%)
Top 10 Concentration
47.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 199
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
APO
APOLLO GLOBAL M...
|
Financial Services | 7.27% | 6.68% |
#1
1
Prev: #2
|
4.9 | 7,124 | 0.3% |
P
S
|
2,764,576 | $400,199,968 | 2019 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BX
BLACKSTONE INC.
|
Financial Services | 6.02% | 6.69% |
#2
1
Prev: #1
|
2.4 | -4,772 | -0.2% |
P
S
|
2,149,414 | $331,310,706 | 2013 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOG
ALPHABET INC CA...
|
Communication Services | 5.69% | 4.75% |
#3
1
Prev: #4
|
2.3 | -73,585 | -6.9% |
P
S
|
998,822 | $313,430,344 | 2013 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 4.99% | 5.41% |
#4
1
Prev: #3
|
2.0 | -7,156 | -1.2% |
P
S
|
567,576 | $274,491,162 | 2000 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ASHTF
ASHTEAD GROUP P...
|
Industrials | 4.33% | 4.22% |
#5
1
Prev: #6
|
3.7 | 6,211 | 0.2% |
P
S
|
3,482,242 | $238,254,995 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RDNT
RADNET INC COM
|
Healthcare | 4.19% | 4.54% |
#6
1
Prev: #5
|
1.7 | -45,323 | -1.4% |
P
S
|
3,231,451 | $230,564,029 | 2015 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AJG
GALLAGHER ARTHU...
|
Financial Services | 4.13% | 4.14% |
#7
Prev: #7
|
3.7 | 144,980 | 19.7% |
P
S
|
879,059 | $227,491,597 | 1999 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SGI
SOMNIGROUP INTE...
|
Consumer Cyclical | 3.77% | 3.56% |
#8
1
Prev: #9
|
3.5 | 382 | 0.0% |
P
S
|
2,323,615 | $207,452,347 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHW
SCHWAB CHARLES ...
|
Financial Services | 3.75% | 3.58% |
#9
1
Prev: #8
|
3.5 | 1,225 | 0.1% |
P
S
|
2,064,898 | $206,303,949 | 2002 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FERG
FERGUSON ENTERP...
|
Industrials | 3.41% | 3.47% |
#10
Prev: #10
|
1.4 | -5,040 | -0.6% |
P
S
|
843,478 | $187,783,559 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ZWS
ZURN ELKAY WATE...
|
Industrials | 3.03% | 3.12% |
#11
1
Prev: #12
|
1.2 | -67,075 | -1.8% |
P
S
|
3,585,849 | $166,706,138 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LH
LABCORP HOLDING...
|
Healthcare | 2.86% | 3.19% |
#12
1
Prev: #11
|
3.2 | 16,192 | 2.7% |
P
S
|
627,037 | $157,311,087 | 2003 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 2.75% | 2.42% |
#13
2
Prev: #15
|
3.1 | 8,464 | 2.1% |
P
S
|
409,509 | $151,497,997 | 1999 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CSGP
COSTAR GROUP IN...
|
Real Estate | 2.72% | 2.64% |
#14
Prev: #14
|
3.2 | 501,457 | 29.1% |
P
S
|
2,224,889 | $149,601,536 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WAT
WATERS CORPORAT...
|
Healthcare | 2.69% | 2.15% |
#15
2
Prev: #17
|
1.1 | -4,371 | -1.1% |
P
S
|
390,655 | $148,382,489 | 1999 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CACC
CREDIT ACCEP CO...
|
Financial Services | 2.50% | 2.86% |
#16
3
Prev: #13
|
1.0 | -26,816 | -8.0% |
P
S
|
310,348 | $137,626,924 | 2014 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 2.32% | 2.28% |
#17
1
Prev: #16
|
0.9 | -1,294 | -0.3% |
P
S
|
396,974 | $127,912,928 | 1999 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HLT
HILTON WORLDWID...
|
Consumer Cyclical | 2.14% | 1.94% |
#18
4
Prev: #22
|
2.9 | 160 | 0.0% |
P
S
|
410,552 | $117,931,062 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
OWL
BLUE OWL CAPITA...
|
Financial Services | 2.11% | 2.11% |
#19
1
Prev: #18
|
2.9 | 910,304 | 13.3% |
P
S
|
7,766,893 | $116,037,381 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ABT
ABBOTT LABS
|
Healthcare | 1.99% | 2.11% |
#20
1
Prev: #19
|
2.8 | 10,555 | 1.2% |
P
S
|
874,729 | $109,594,809 | 1999 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ROP
ROPER TECHNOLOG...
|
Technology | 1.87% | 2.09% |
#21
1
Prev: #20
|
2.7 | 234 | 0.1% |
P
S
|
231,095 | $102,867,510 | 1999 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOGL
ALPHABET INC CA...
|
Communication Services | 1.60% | 1.62% |
#22
1
Prev: #23
|
0.7 | -84,569 | -23.1% |
P
S
|
281,118 | $87,989,854 | 2015 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JEF
JEFFERIES FINAN...
|
Financial Services | 1.39% | 1.51% |
#23
1
Prev: #24
|
0.6 | -34,983 | -2.8% |
P
S
|
1,232,297 | $76,365,445 | 2018 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GSAT
GLOBALSTAR INC
|
Communication Services | 1.26% | 0.77% |
#24
8
Prev: #32
|
0.5 | -30,118 | -2.6% |
P
S
|
1,139,151 | $69,533,777 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MTDR
MATADOR RES CO ...
|
Energy | 1.10% | 1.15% |
#25
Prev: #25
|
2.4 | 28,251 | 2.0% |
P
S
|
1,432,324 | $60,787,814 | 2013 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
N/A
FISERV INC
|
—
|
Unknown | 0.00% | 2.00% |
Sold All 😨
(Was: #21) |
0.3 | -854,234 | -100.0% |
CLOSED
|
— | $— | — | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | ||
|
RYAN
RYAN SPECIALTY ...
|
Financial Services | 0.00% | 0.05% |
Sold All 😨
(Was: #83) |
0.3 | -50,000 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NDSN
NORDSON CORP CO...
|
Industrials | 0.00% | 0.01% |
Sold All 😨
(Was: #135) |
0.3 | -2,000 | -100.0% |
CLOSED
|
— | $— | 2012 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NKE
NIKE INC CL B
|
Consumer Cyclical | 0.00% | 0.00% |
Sold All 😨
(Was: #174) |
0.3 | -3,103 | -100.0% |
CLOSED
|
— | $— | 2014 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MMM
3M COMPANY
|
Industrials | 0.00% | 0.00% |
Sold All 😨
(Was: #175) |
0.3 | -1,385 | -100.0% |
CLOSED
|
— | $— | 1999 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HPP
HUDSON PAC PPTY...
|
Real Estate | 0.00% | 0.00% |
Sold All 😨
(Was: #179) |
0.3 | -50,000 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SENS
SENSEONICS HLDG...
|
Healthcare | 0.00% | 0.00% |
Sold All 😨
(Was: #182) |
0.3 | -176,950 | -100.0% |
CLOSED
|
— | $— | 2021 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 199 holdings