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BECK MACK & OLIVER LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0000010742

$5.13B

disclosed book value

201

positions

6.2%

largest position share

Positions, as of 2026-06-30

top 100 of 201 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1APOAPOLLO GLOBAL MGMT INC2.7M$318.7M6.2%
2GOOGALPHABET INC CAP STK CL C804,126$284.1M5.5%
3BXBLACKSTONE INC.2.2M$262.4M5.1%
4AJGGALLAGHER ARTHUR J1.1M$243.8M4.8%
5SUNBSUNBELT RENTALS HOLDING COMMON3.2M$237.0M4.6%
6MSFTMICROSOFT CORP545,934$203.6M4%
7RDNTRADNET INC COM3.2M$195.1M3.8%
8CACCCREDIT ACCEP CORP MICH COM305,983$194.8M3.8%
9SGISOMNIGROUP INTERNATIONAL COM2.5M$193.5M3.8%
10SCHWSCHWAB CHARLES CP NEW COM2.0M$186.1M3.6%
11FERGFERGUSON ENTERPRISES INC.777,845$184.6M3.6%
12ZWSZURN ELKAY WATER SOLUTIONS COR3.4M$173.4M3.4%
13LHLABCORP HOLDINGS605,243$169.5M3.3%
14WATWATERS CORPORATION434,149$162.8M3.2%
15AXPAMERICAN EXPRESS CO403,799$136.6M2.7%
16JPMJPMORGAN CHASE & CO.374,875$122.7M2.4%
17HLTHILTON WORLDWIDE HOLDINGS INC360,375$119.1M2.3%
18ABTABBOTT LABS1.1M$101.9M2%
19GSATGLOBALSTAR INC1.1M$89.8M1.8%
20GOOGLALPHABET INC CAP STK CL A223,068$79.7M1.6%
21RUSHARUSH ENTERPRISES INC CL A930,268$67.9M1.3%
22MTDRMATADOR RES CO COM1.4M$67.6M1.3%
23WABWABTEC CORPORATION229,482$61.9M1.2%
24JEFJEFFERIES FINANCIAL GROUP1.2M$61.1M1.2%
25QCOMQUALCOMM INC COM328,775$60.8M1.2%
26CSGPCOSTAR GROUP INC.2.1M$59.0M1.2%
27AMZNAMAZON.COM INC242,567$57.8M1.1%
28ALCON INC ORD SHS837,556$56.2M1.1%
29ROPROPER TECHNOLOGIES INC COM157,451$53.3M1%
30JNJJOHNSON & JOHNSON207,122$52.6M1%
31MAMASTERCARD INC CL A96,545$49.6M1%
32BRK/BBERKSHIRE HATHAW.CLB88,039$44.1M0.9%
33OWLBLUE OWL CAPITAL INC COM CL A4.8M$42.2M0.8%
34MKLMARKEL GROUP INC.19,891$38.8M0.8%
35TEVATEVA PHARMAC.IND.ADR1.1M$35.8M0.7%
36BNBROOKFIELD CORP CL A LMT VTG S817,702$34.8M0.7%
37AAPLAPPLE INC COM116,462$33.7M0.7%
38UNPUNION PAC CORP122,132$33.2M0.6%
39WMTWAL MART INC.289,042$32.7M0.6%
40WMBWILLIAMS COS INC DEL420,175$31.2M0.6%
41EPDENTERPRISE PRODS PARTNERS LP824,469$30.3M0.6%
42LOWLOWES COS INC COM120,164$26.5M0.5%
43WBDWARNER BROS DISCOVERY INC COM962,144$25.7M0.5%
44HUBBHUBBELL INC COM48,239$25.2M0.5%
45ENBENBRIDGE INC COM320,096$17.4M0.3%
46DUKDUKE ENERGY CORP NEW COM NEW126,395$16.0M0.3%
47ARESARES MGMT L P COM UNIT RP IN139,649$15.5M0.3%
48SYYSYSCO CORP COM180,846$15.1M0.3%
49FTREFORTREA HOLDINGS INC.834,758$14.5M0.3%
50SDHCSMITH DOUGLAS HOMES CO COM SHS835,065$13.0M0.3%
51BWINTHE BALDWIN INSURANCE COM CL A438,020$11.6M0.2%
52NTRNUTRIEN LTD COM182,435$11.5M0.2%
53MRKMERCK & CO INC88,204$11.3M0.2%
54SHCSOTERA HEALTH CO COM552,450$9.8M0.2%
55VZVERIZON COMM.224,350$9.5M0.2%
56DOVDOVER CORP42,016$9.4M0.2%
57COSTCOSTCO WHSL CORP NEW9,844$9.2M0.2%
58SHWSHERWIN WILLIAMS CO COM25,406$8.7M0.2%
59FDXFEDEX CORP26,386$8.3M0.2%
60PGPROCTER & GAMBLE55,365$8.1M0.2%
61DIBS1STDIBS COM INC COM1.3M$6.3M0.1%
62XOMEXXONMOBIL HOLDINGS CORPORATIO44,937$6.1M0.1%
63HDHOME DEPOT INC COM17,232$6.1M0.1%
64PKEPARK AEROSPACE CORP.158,349$6.0M0.1%
65CWGLCRIMSON WINE GROUP LTD COM1.4M$6.0M0.1%
66PGRPROGRESSIVE CORP OHIO23,954$5.2M0.1%
67AXIS CAP.HOLDGS.LTD.47,681$5.1M0.1%
68RKTROCKET COS INC COM CL A312,900$4.9M0.1%
69KMBKIMBERLY CLARK CORP43,198$4.7M0.1%
70COOCOOPER COS INC COM NEW63,555$4.6M0.1%
71ABBVABBVIE INC. COM17,645$4.4M0.1%
72AWIARMSTRONG WORLD INDS I COM26,999$4.3M0.1%
73LINDE PLC COM8,246$4.3M0.1%
74GLDSPDR GOLD TRUST11,315$4.2M0.1%
75KKRKKR & CO INC.44,990$4.1M0.1%
76VVISA INC COM CL A11,693$4.0M0.1%
77BAMBROOKFIELD ASSET MANAG CL A LM85,820$3.8M0.1%
78GLGLOBE LIFE INC COM21,125$3.8M0.1%
79MTBM & T BK CORP15,228$3.6M0.1%
80DEDEERE & CO COM5,300$3.4M0.1%
81TSQTOWNSQUARE MEDIA INC CL A473,400$3.3M0.1%
82IVVISHARES S&P 500 INDEX FUND4,407$3.3M0.1%
83VTSVITESSE ENERGY INC197,940$3.1M0.1%
84CVXCHEVRON CORPORATION17,522$2.9M0.1%
85MARMARRIOT INTERNATIONAL INC CL A7,715$2.9M0.1%
86PEPPEPSICO INC COM21,013$2.8M0.1%
87GEGE AEROSPACE7,262$2.7M0.1%
88TSMTAIWAN SEMICONDUCTOR-SP ADR5,485$2.6M0.1%
89GEVGE VERNOVA INC COM2,123$2.5M0%
90NVDANVIDIA CORP COM12,421$2.5M0%
91LOARLOAR HOLDINGS INC.27,000$2.2M0%
92PFEPFIZER INC88,126$2.1M0%
93TJXTJX COS INC NEW COM13,501$2.0M0%
94RTXRTX CORP.10,705$2.0M0%
95FDXFFEDEX FGHT HLDG CO INC COMMON13,208$2.0M0%
96USBUS BANCORP DEL COM32,189$1.9M0%
97LMRILUMEXA IMAGING HOLDING COM170,700$1.9M0%
98NSRGYNESTLE SA SPONSORED ADR17,570$1.8M0%
99WMSADVANCED DRAIN SYS INC COM11,298$1.8M0%
100KOCOCA-COLA CO21,004$1.7M0%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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