AI Portfolio Summary
In 2026 Q1, BECK MACK & OLIVER LLC maintained a portfolio of 205 distinct positions. The most significant new addition to the portfolio was SUNBELT RENTALS HOLD, which now represents 4.53% of the total fund value. They heavily accumulated shares in APOLLO GLOBAL MGMT I, increasing their position by 0.0%. The fund also reduced its exposure to PARK AEROSPACE CORP. by 36.7%.
Total Positions
205
Quarter
2026 Q1
Top Holding
APO (6.4%)
Top 10 Concentration
46.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 205
| 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 | 6.35% | 7.27% |
#1
Prev: #1
|
5.0 | 383 | 0.0% |
P
S
|
2,764,959 | $308,071,708 |
$34.57
+209.6%
|
2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | ||
|
GOOG
ALPHABET INC CA...
|
Communication Services | 5.45% | 5.69% |
#2
1
Prev: #3
|
4.2 | -77,884 | -7.8% |
P
S
|
920,938 | $264,180,275 |
$91.87
+220.5%
|
2013 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | ||
|
BX
BLACKSTONE INC.
|
Financial Services | 5.36% | 6.02% |
#3
1
Prev: #2
|
5.1 | 109,654 | 5.1% |
P
S
|
2,259,068 | $259,770,259 |
$18.91
+492.2%
|
2013 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | ||
|
AJG
GALLAGHER ARTHU...
|
Financial Services | 4.75% | 4.13% |
#4
3
Prev: #7
|
4.9 | 183,507 | 20.9% |
P
S
|
1,062,566 | $230,130,544 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
N/A
SUNBELT RENTALS...
|
—
|
Unknown | 4.53% | — |
#5
Prev: #—
|
5.8 | 3,377,221 | no change |
NEW
|
3,377,221 | $219,823,315 | — | 13F Filing | 2026-03-31 | 2026-05-12 | ||
|
MSFT
MICROSOFT CORP
|
Technology | 4.25% | 4.99% |
#6
2
Prev: #4
|
2.2 | -11,240 | -2.0% |
P
S
|
556,336 | $205,938,946 | 2000 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
FERG
FERGUSON ENTERP...
|
Industrials | 4.01% | 3.41% |
#7
3
Prev: #10
|
2.1 | -10,822 | -1.3% |
P
S
|
832,656 | $194,225,339 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SCHW
SCHWAB CHARLES ...
|
Financial Services | 3.96% | 3.75% |
#8
1
Prev: #9
|
2.1 | -21,503 | -1.0% |
P
S
|
2,043,395 | $192,038,279 | 2002 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SGI
SOMNIGROUP INTE...
|
Consumer Cyclical | 3.67% | 3.77% |
#9
1
Prev: #8
|
2.0 | 85,832 | 3.7% |
P
S
|
2,409,447 | $178,106,322 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
RDNT
RADNET INC COM
|
Healthcare | 3.65% | 4.19% |
#10
4
Prev: #6
|
2.0 | -65,259 | -2.0% |
P
S
|
3,166,192 | $176,958,471 | 2015 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
LH
LABCORP HOLDING...
|
Healthcare | 3.39% | 2.86% |
#11
1
Prev: #12
|
1.9 | -10,406 | -1.7% |
P
S
|
616,631 | $164,523,317 | 2003 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
ZWS
ZURN ELKAY WATE...
|
Industrials | 3.23% | 3.03% |
#12
1
Prev: #11
|
1.8 | -87,859 | -2.5% |
P
S
|
3,497,990 | $156,849,872 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
CACC
CREDIT ACCEP CO...
|
Financial Services | 2.70% | 2.50% |
#13
3
Prev: #16
|
1.6 | -1,364 | -0.4% |
P
S
|
308,984 | $130,842,365 | 2014 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
WAT
WATERS CORPORAT...
|
Healthcare | 2.65% | 2.69% |
#14
1
Prev: #15
|
3.1 | 41,551 | 10.6% |
P
S
|
432,206 | $128,710,947 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 2.54% | 2.75% |
#15
2
Prev: #13
|
1.5 | -1,520 | -0.4% |
P
S
|
407,989 | $123,408,629 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
HLT
HILTON WORLDWID...
|
Consumer Cyclical | 2.47% | 2.14% |
#16
2
Prev: #18
|
1.5 | -16,004 | -3.9% |
P
S
|
394,548 | $119,974,156 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
CSGP
COSTAR GROUP IN...
|
Real Estate | 2.43% | 2.72% |
#17
3
Prev: #14
|
3.5 | 702,086 | 31.6% |
P
S
|
2,926,975 | $118,074,172 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 2.35% | 2.32% |
#18
1
Prev: #17
|
1.4 | -9,239 | -2.3% |
P
S
|
387,735 | $114,056,096 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
ABT
ABBOTT LABS
|
Healthcare | 1.98% | 1.99% |
#19
1
Prev: #20
|
2.8 | 60,698 | 6.9% |
P
S
|
935,427 | $96,040,293 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
MTDR
MATADOR RES CO ...
|
Energy | 1.77% | 1.10% |
#20
5
Prev: #25
|
1.2 | -73,792 | -5.2% |
P
S
|
1,358,532 | $85,832,073 | 2013 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
GSAT
GLOBALSTAR INC
|
Communication Services | 1.53% | 1.26% |
#21
3
Prev: #24
|
1.1 | -22,032 | -1.9% |
P
S
|
1,117,119 | $74,199,044 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
GOOGL
ALPHABET INC CA...
|
Communication Services | 1.44% | 1.60% |
#22
Prev: #22
|
1.1 | -38,524 | -13.7% |
P
S
|
242,594 | $69,760,257 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
RUSHA
RUSH ENTERPRISE...
|
Consumer Cyclical | 1.31% | 0.96% |
#23
6
Prev: #29
|
1.0 | -26,274 | -2.7% |
P
S
|
957,622 | $63,308,390 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
ROP
ROPER TECHNOLOG...
|
Technology | 1.19% | 1.87% |
#24
3
Prev: #21
|
0.5 | -67,943 | -29.4% |
P
S
|
163,152 | $57,733,120 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
WAB
WABTEC CORPORAT...
|
Industrials | 1.18% | 0.90% |
#25
5
Prev: #30
|
1.0 | -1,811 | -0.8% |
P
S
|
229,162 | $57,269,875 | 2005 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.08% | 0.83% |
#26
8
Prev: #34
|
0.9 | -5,540 | -2.5% |
P
S
|
214,154 | $52,347,864 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
JEF
JEFFERIES FINAN...
|
Financial Services | 1.04% | 1.39% |
#27
4
Prev: #23
|
0.9 | -9,195 | -0.7% |
P
S
|
1,223,102 | $50,477,420 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
MA
MASTERCARD INC ...
|
Financial Services | 0.99% | 0.99% |
#28
1
Prev: #27
|
0.9 | 178 | 0.2% |
P
S
|
96,053 | $47,993,941 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
OWL
BLUE OWL CAPITA...
|
Financial Services | 0.99% | 2.11% |
#29
10
Prev: #19
|
0.4 | -2,515,415 | -32.4% |
P
S
|
5,251,478 | $47,945,994 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AMZN
AMAZON.COM INC
|
Consumer Cyclical | 0.98% | 0.87% |
#30
1
Prev: #31
|
2.4 | 21,036 | 10.1% |
P
S
|
228,395 | $47,567,899 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.88% | 0.84% |
#31
2
Prev: #33
|
0.9 | -3,089 | -3.4% |
P
S
|
89,078 | $42,686,317 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
QCOM
QUALCOMM INC CO...
|
Technology | 0.88% | 1.01% |
#32
6
Prev: #26
|
0.9 | 3,707 | 1.1% |
P
S
|
329,715 | $42,460,698 | 1999 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
MKL
MARKEL GROUP IN...
|
Financial Services | 0.77% | 0.84% |
#33
1
Prev: #32
|
0.8 | -1,990 | -9.2% |
P
S
|
19,611 | $37,536,827 | 2011 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
WMT
WAL MART INC.
|
Consumer Defensive | 0.74% | 0.59% |
#34
4
Prev: #38
|
0.8 | -4,200 | -1.4% |
P
S
|
289,097 | $35,928,975 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
WBD
WARNER BROS DIS...
|
Communication Services | 0.68% | 0.98% |
#35
7
Prev: #28
|
0.3 | -661,700 | -35.4% |
P
S
|
1,209,020 | $33,199,689 | 2008 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
BN
BROOKFIELD CORP...
|
Financial Services | 0.67% | 0.70% |
#36
1
Prev: #35
|
0.8 | -38,013 | -4.5% |
P
S
|
803,985 | $32,537,273 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
TEVA
TEVA PHARMAC.IN...
|
Healthcare | 0.65% | 0.60% |
#37
Prev: #37
|
0.8 | -4,800 | -0.5% |
P
S
|
1,051,700 | $31,677,204 | 2006 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
EPD
ENTERPRISE PROD...
|
Energy | 0.64% | 0.46% |
#38
4
Prev: #42
|
0.8 | 21,964 | 2.8% |
P
S
|
817,046 | $30,917,021 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
WMB
WILLIAMS COS IN...
|
Energy | 0.64% | 0.47% |
#39
2
Prev: #41
|
0.8 | -2,550 | -0.6% |
P
S
|
424,135 | $30,868,545 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
UNP
UNION PAC CORP
|
Industrials | 0.63% | 0.54% |
#40
Prev: #40
|
0.8 | -709 | -0.6% |
P
S
|
126,697 | $30,739,226 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AAPL
APPLE INC COM
|
Technology | 0.61% | 0.58% |
#41
2
Prev: #39
|
0.7 | -883 | -0.8% |
P
S
|
116,517 | $29,570,814 | 2007 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
LOW
LOWES COS INC C...
|
Consumer Cyclical | 0.59% | 0.61% |
#42
6
Prev: #36
|
0.7 | -16,974 | -12.2% |
P
S
|
122,080 | $28,845,062 | 2005 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
HUBB
HUBBELL INC COM
|
Industrials | 0.49% | 0.40% |
#43
Prev: #43
|
0.7 | -400 | -0.8% |
P
S
|
48,837 | $23,966,269 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
ENB
ENBRIDGE INC CO...
|
Energy | 0.36% | 0.28% |
#44
Prev: #44
|
0.6 | -4,144 | -1.3% |
P
S
|
320,296 | $17,340,825 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
DUK
DUKE ENERGY COR...
|
Utilities | 0.34% | 0.27% |
#45
Prev: #45
|
0.6 | 40 | 0.0% |
P
S
|
125,105 | $16,381,249 | 2005 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
ALC
ALCON INC ORD S...
|
Healthcare | 0.32% | 0.04% |
#46
44
Prev: #90
|
3.1 | 182,080 | 674.4% |
P
S
|
209,080 | $15,754,178 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
NTR
NUTRIEN LTD COM
|
Basic Materials | 0.28% | 0.21% |
#47
5
Prev: #52
|
0.6 | -5,730 | -3.1% |
P
S
|
180,910 | $13,651,469 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
ARES
ARES MGMT L P C...
|
Financial Services | 0.26% | 0.22% |
#48
2
Prev: #50
|
3.1 | 40,984 | 53.5% |
P
S
|
117,550 | $12,824,705 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SYY
SYSCO CORP COM
|
Consumer Defensive | 0.26% | 0.24% |
#49
Prev: #49
|
0.6 | -1,105 | -0.6% |
P
S
|
179,606 | $12,811,296 | 2002 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
PKE
PARK AEROSPACE ...
|
Industrials | 0.24% | 0.26% |
#50
4
Prev: #46
|
0.1 | -244,912 | -36.7% |
P
S
|
422,974 | $11,581,028 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 |
Showing 1-50 of 205 holdings