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CIK: 0000010742
Total reported value
$5.1B
$5.1B
187 檔
30.1%
The Q3 2025 SEC filing reveals that Beck Mack & Oliver LLC held a total portfolio value of $5.1B, covering 187 public equity positions.
In Q3 2025, Beck Mack & Oliver LLC adopted a defensive or profit-taking posture, trimming 86 positions and completely liquidating 14 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including BX, APO, MSFT) accounted for 30.1% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BX | Blackstone Inc | Stock-Financials | 6.69% | -0.24% | -2.80% | |
| 2 | APO | Apollo Global Management Inc | Stock-Financials | 6.68% | -0.14% | -1.65% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.41% | -0.28% | -11.16% | |
| 4 | ✓ | Stock-Other | 4.75% | — | -4.04% | ||
| 5 | RDNT | Radnet Inc | Stock-Healthcare | 4.54% | +0.15% | +0.42% | |
| 6 | ✓ | Ashtead Group PLC | Stock-Other | 4.22% | — | -1.05% | |
| 7 | AJG | Arthur J Gallagher & Co | Stock-Financials | 4.14% | — | +4.65% | |
| 8 | SCHW | Schwab (charles) CORP | Stock-Financials | 3.58% | -0.33% | -1.92% | |
| 9 | SGI | Somnigroup International Inc | Stock-Consumer Disc | 3.56% | +0.10% | -0.56% | |
| 10 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 3.47% | -0.41% | -1.55% | |
| 11 | LH | Labcorp Holdings Inc | Stock-Healthcare | 3.19% | -0.09% | -0.52% | |
| 12 | ZWS | Zurn Elkay Water Solutions C | Stock-Industrials | 3.12% | +0.15% | -1.44% | |
| 13 | CACC | Credit Acceptance CORP | Stock-Other | 2.86% | +1.10% | -10.42% | |
| 14 | ✓ | Stock-Other | 2.64% | — | -0.19% | ||
| 15 | AXP | American Express Co | Stock-Financials | 2.42% | +0.12% | -0.60% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.28% | +0.04% | -1.39% | |
| 17 | WAT | Waters CORP | Stock-Healthcare | 2.15% | +0.52% | +58.53% | |
| 18 | OWL | Blue Owl Capital Inc | Stock-Financials | 2.11% | -0.17% | +1.19% | |
| 19 | ABT | Abbott Laboratories | Stock-Healthcare | 2.11% | +0.01% | +2.10% | |
| 20 | ROP | Roper Technologies Inc | Stock-Tech | 2.09% | -0.15% | +1.95% | |
| 21 | ✓ | Fiserv Inc | Stock-Other | 2.00% | — | — | |
| 22 | ✓ | Stock-Other | 1.94% | — | -1.51% | ||
| 23 | ✓ | Stock-Other | 1.62% | — | -14.29% | ||
| 24 | JEF | Jefferies Financial Group In | Stock-Financials | 1.51% | +0.15% | -1.25% | |
| 25 | MTDR | Matador Resources Co | Stock-Energy | 1.15% | -0.45% | -0.27% | |
| 26 | QCOM | Qualcomm Inc | Stock-Tech | 1.02% | +0.30% | -0.80% | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 0.99% | -0.02% | -0.33% | |
| 28 | RUSHA | Rush Enterprises Inc-cl A | Stock-Consumer Disc | 0.94% | +0.01% | -1.27% | |
| 29 | WAB | Wabtec CORP | Stock-Industrials | 0.87% | +0.03% | -1.36% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.86% | -0.02% | -1.07% | |
| 31 | MKL | Markel Group Inc | Stock-Financials | 0.81% | -0.01% | -7.89% | |
| 32 | GSAT | Globalstar Inc | Stock-Other | 0.77% | +0.22% | -0.98% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.74% | -0.05% | -2.66% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.72% | +0.15% | +1.23% | |
| 35 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 0.72% | -0.18% | -9.32% | |
| 36 | BN | Brookfield CORP | Stock-Financials | 0.70% | +0.01% | -0.34% | |
| 37 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.65% | -0.07% | -0.52% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.56% | -0.10% | -0.73% | |
| 39 | UNP | Union Pacific CORP | Stock-Industrials | 0.55% | +0.02% | -0.04% | |
| 40 | AAPL | Apple Inc | Stock-Tech | 0.51% | +0.05% | -1.90% | |
| 41 | WMB | Williams Cos Inc | Stock-Energy | 0.51% | -0.03% | -2.32% | |
| 42 | EPD | Enterprise Products Partners | Stock-Energy | 0.46% | -0.05% | -9.82% | |
| 43 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 0.40% | +0.05% | -0.18% | |
| 44 | HUBB | Hubbell Inc | Stock-Industrials | 0.39% | — | -0.44% | |
| 45 | ✓ | Stock-Other | 0.31% | — | -3.35% | ||
| 46 | ✓ | Stock-Other | 0.28% | — | -0.71% | ||
| 47 | SYY | Sysco CORP | Stock-Consumer Staples | 0.27% | +0.03% | -0.34% | |
| 48 | SDHC | Smith Douglas Homes CORP | Stock-Other | 0.26% | +0.03% | -2.73% | |
| 49 | PKE | Park Aerospace CORP | Stock-Other | 0.25% | -0.12% | -8.54% | |
| 50 | FTRE | Fortrea Holdings Inc | Stock-Healthcare | 0.21% | +0.10% | -30.47% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RDNT | Radnet Inc | +1.3% | +0.42% | Trim |
| 2 | ✓ | +1.2% | -4.04% | Trim | |
| 3 | SGI | Somnigroup International Inc | +1% | -0.56% | Add |
| 4 | ZWS | Zurn Elkay Water Solutions C | +0.8% | -1.44% | Add |
| 5 | FERG | Ferguson Enterprises Inc | +0.7% | -1.55% | Trim |
| 6 | ✓ | Ashtead Group PLC | +0.6% | -1.05% | Add |
| 7 | BX | Blackstone Inc | +0.4% | -2.80% | Trim |
| 8 | WAT | Waters CORP | +0.3% | +58.53% | Add |
| 9 | LH | Labcorp Holdings Inc | +0.3% | -0.52% | Trim |
| 10 | GSAT | Globalstar Inc | +0.3% | -0.98% | Trim |
| 11 | AXP | American Express Co | +0.3% | -0.60% | Trim |
| 12 | ✓ | +0.2% | -14.29% | Trim | |
| 13 | JPM | Jpmorgan Chase & Co | +0.2% | -1.39% | Trim |
| 14 | WBD | Warner Bros Discovery Inc | +0.2% | -9.32% | Trim |
| 15 | MSFT | Microsoft CORP | +0.2% | -11.16% | Trim |
| 16 | SCHW | Schwab (charles) CORP | +0.2% | -1.92% | Trim |
| 17 | AMZN | Amazon.com Inc | +0.2% | +1.23% | Add |
| 18 | JEF | Jefferies Financial Group In | +0.1% | -1.25% | Trim |
| 19 | BN | Brookfield CORP | +0.1% | -0.34% | Trim |
| 20 | HUBB | Hubbell Inc | +0.1% | -0.44% | Trim |
| 21 | PKE | Park Aerospace CORP | +0.1% | -8.54% | Trim |
| 22 | TEVA | Teva Pharmaceutical-sp Adr | 0% | -0.18% | Trim |
| 23 | WMT | Walmart Inc | 0% | -0.73% | Trim |
| 24 | AAPL | Apple Inc | 0% | -1.90% | Add |
| 25 | ✓ | 0% | -0.42% | Trim | |
| 26 | NTR | Nutrien LTD | 0% | +0.32% | Trim |
| 27 | CVX | Chevron CORP | 0% | +89.33% | Add |
| 28 | GE | General Electric | 0% | +0.90% | Add |
| 29 | GEV | GE Vernova Inc | 0% | +5.07% | Add |
| 30 | NVDA | Nvidia CORP | 0% | -0.91% | Add |
| 31 | ORCL | Oracle CORP | 0% | -4.63% | Trim |
| 32 | BNY | Bank Of New York Mellon CORP | 0% | -4.17% | Trim |
| 33 | FAST | Fastenal Co | 0% | +2.29% | Add |
| 34 | ✓ | 0% | — | Trim | |
| 35 | TJX | Tjx Companies Inc | 0% | — | Unchanged |
| 36 | MS | Morgan Stanley | 0% | — | Unchanged |
| 37 | KLAC | Kla CORP | 0% | — | Unchanged |
| 38 | ✓ | — | -3.35% | Trim | |
| 39 | SYY | Sysco CORP | — | -0.34% | Trim |
| 40 | GLD | Spdr Gold Shares | — | +0.35% | Add |
| 41 | BAM | Brookfield Asset Mgmt-a | — | -0.08% | Trim |
| 42 | TSM | Taiwan Semiconductor-sp Adr | — | — | Trim |
| 43 | HD | Home Depot Inc | — | -2.68% | Trim |
| 44 | IVV | Ishares Core S&p 500 ETF | — | — | Unchanged |
| 45 | ✓ | — | — | Add | |
| 46 | MCD | Mcdonald's CORP | — | -45.35% | Trim |
| 47 | RTX | Rtx CORP | — | — | Trim |
| 48 | VOO | Vanguard S&p 500 ETF | — | +0.56% | Add |
| 49 | SLB | Slb LTD | — | — | Unchanged |
| 50 | D | Dominion Energy Inc | — | +11.98% | Add |
According to official SEC Form 13F filings, Beck Mack & Oliver LLC reported a total U.S. public equity portfolio value of $5.1B across 187 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
FISERV INC
市值: $110.1M
Top Position Liquidated / Trimmed
FISV
前期市值: $118.9M
During Q3 2025, Beck Mack & Oliver LLC's top holdings by market value included BX (6.7%)、APO (6.7%)、MSFT (5.4%). The largest single position, BX, represented 6.7% of total portfolio value.
In Q3 2025, Beck Mack & Oliver LLC made 153 total portfolio adjustments, initiating 14 new buys, adding to 39 positions, trimming 86 holdings, and fully liquidating 14 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
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