Latest BECK MACK & OLIVER LLC Stock Portfolio

BECK MACK & OLIVER LLC Performance:

2025 Q3: 6.56%YTD: 7.92%2024: 16.11%

Performance for 2025 Q3 is 6.56%, and YTD is 7.92%, and 2024 is 16.11%.

About BECK MACK & OLIVER LLC and 13F Hedge Fund Stock Holdings

BECK MACK & OLIVER LLC is a hedge fund based in NEW YORK, NY. On 07-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $3.9 Billions. In it's latest 13F Holdings report, BECK MACK & OLIVER LLC reported an equity portfolio of $5.5 Billions as of 30 Sep, 2025.

The top stock holdings of BECK MACK & OLIVER LLC are BX, , MSFT. The fund has invested 6.7% of it's portfolio in BLACKSTONE INC. and 6.7% of portfolio in APOLLO GLOBAL MGMT INC.

The fund managers got completely rid off FISERV INC, ENSTAR GROUP LTD (ESGR) and HESS CORPORATION (HES) stocks. They significantly reduced their stock positions in MCDONALDS CORP COM (MCD), FORTREA HOLDINGS INC. and ARES MGMT L P COM UNIT RP IN (ARES). BECK MACK & OLIVER LLC opened new stock positions in FISERV INC, RYAN SPECIALTY HOLDING CL A (RYAN) and BEL FUSE INC CL B (BELFB). The fund showed a lot of confidence in some stocks as they added substantially to ROCKET COS INC COM CL A (RKT), CHEVRON CORPORATION (CVX) and WATERS CORPORATION (WAT).

BECK MACK & OLIVER LLC Annual Return Estimates Vs S&P 500

Our best estimate is that BECK MACK & OLIVER LLC made a return of 6.56% in the last quarter. In trailing 12 months, it's portfolio return was 12.07%.

New Buys

Ticker	$ Bought
fiserv inc	110,136,000
ryan specialty holding cl a	2,818,000
bel fuse inc cl b	493,570
intel corp com	220,692
cummins inc com	219,632
goldman sachs group	216,607
perpetua resources cor com	216,461
3m company	214,924

New stocks bought by BECK MACK & OLIVER LLC

Additions

Ticker	% Inc.
rocket cos inc com cl a	166
chevron corporation	89.33
waters corporation	58.53
disney walt co	17.29
texas instrs inc com	16.33
southern co com	15.25
dominion energy	11.98
otis worldwide corp com	11.39

Additions to existing portfolio by BECK MACK & OLIVER LLC

Reductions

Ticker	% Reduced
mcdonalds corp com	-45.35
fortrea holdings inc.	-30.47
ares mgmt l p com unit rp in	-22.6
elevance health inc	-21.06
alphabet inc cap stk cl a	-14.29
sherwin williams co com	-12.6
advanced drain sys inc com	-12.3
microsoft corp	-11.16

BECK MACK & OLIVER LLC reduced stake in above stock

Sold off

Ticker	$ Sold
fiserv inc	-109,464,000
verrica pharmaceuticals inc	-37,107
enstar group ltd	-19,406,600
wheels up experience i com cl	-26,750
deutsche telekom ag sponsored	-347,495
hess corporation	-1,246,860
senseonics hldgs inc com	-84,299
novartis a g sponsored adr	-459,838

BECK MACK & OLIVER LLC got rid off the above stocks

Sector Distribution

BECK MACK & OLIVER LLC has about 28.4% of it's holdings in Financial Services sector.

Sector	%
Financial Services	28.4
Others	23.5
Healthcare	10.4
Technology	9.1
Communication Services	8.2
Consumer Cyclical	7.2
Industrials	5.9
Real Estate	2.7
Energy	2.6
Consumer Defensive	1.3

Market Cap. Distribution

BECK MACK & OLIVER LLC has about 57.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	38.7
UNALLOCATED	23.5
MEGA-CAP	18.8
MID-CAP	18.5

Stocks belong to which Index?

About 64.6% of the stocks held by BECK MACK & OLIVER LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	53.7
Others	35.4
RUSSELL 2000	10.9

Top 5 Winners (%)		%
WBD	warner bros discovery inc com	70.4 %
GSAT	globalstar inc	54.5 %
TSLA	tesla inc com	40.0 %
GOOG	alphabet inc cap stk cl a	37.9 %
PKE	park aerospace corp.	37.7 %

Top 5 Winners ($)		$
GOOG	alphabet inc cap stk cl c	73.9 M
RDNT	radnet inc com	63.0 M
BX	blackstone inc.	47.1 M
ZWS	zurn elkay water solutions cor	38.8 M
TPX	somnigroup international com	38.0 M

Top 5 Losers (%)		%
BAX	baxter intl inc	-24.8 %
TOST	toast inc cl a	-17.6 %
ACN	accenture plc	-17.5 %
CARR	carrier global corp com	-17.1 %
ELV	elevance health inc	-16.9 %

Top 5 Losers ($)		$
CACC	credit accep corp mich com	-16.0 M
OWL	blue owl capital inc com cl a	-15.4 M
ROP	roper technologies inc com	-15.4 M
WAT	waters corporation	-12.3 M
AJG	gallagher arthur j	-7.3 M

BECK MACK & OLIVER LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of BECK MACK & OLIVER LLC

BECK MACK & OLIVER LLC has 186 stocks in it's portfolio. About 47.1% of the portfolio is in top 10 stocks. CACC proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for BECK MACK & OLIVER LLC last quarter.

Last Reported on: 14 Nov, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc com	0.51	110,820	28,218,100	reduced	-1.9

AB	alliance bernstein holding l.p	0.00	7,658	292,689	unchanged	0.00

ABBV	abbvie inc. com	0.08	18,291	4,235,100	unchanged	0.00

ABT	abbott labs	2.10	864,174	115,748,000	added	2.1

ACN	accenture plc	0.01	1,446	356,584	unchanged	0.00

ADP	autom.data processing	0.14	26,465	7,767,480	reduced	-6.04

AFK	vaneck vectors etf tr jr gold	0.01	5,650	559,520	added	2.73

AJG	gallagher arthur j	4.14	734,079	227,374,000	added	4.65

ALL	allstate corp com	0.01	2,110	452,912	unchanged	0.00

AMGN	amgen inc com	0.03	5,029	1,419,290	added	0.74

AMT	american tower reit com	0.00	0.00	0.00	sold off	-100

AMZN	amazon.com inc	0.72	181,119	39,768,400	added	1.23

ARES	ares mgmt l p com unit rp in	0.15	50,762	8,116,340	reduced	-22.6

AWI	armstrong world inds i com	0.10	27,141	5,319,910	reduced	-0.42

AXP	american express co	2.42	401,045	133,211,000	reduced	-0.6

AXS	axis cap.holdgs.ltd.	0.08	47,706	4,570,240	unchanged	0.00

BATRA	liberty media corp del frmula	0.01	5,109	486,479	unchanged	0.00

BATRA	liberty media corp del frmula	0.01	3,604	376,438	unchanged	0.00

BAX	baxter intl inc	0.01	24,950	568,112	reduced	-0.32

BB	blackberry ltd com	0.00	28,650	139,812	unchanged	0.00