Beck Mack & Oliver LLC

Reported value$5.13Bas of Jun 30, 2026

Positions201 15 new, 9 sold out

Top 10 weight45%APO alone is 6%

FiledAug 1445 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

APO

Apollo Global Mgmt INC

6.2%Trimmed

GOOG

Alphabet INC Cap Stk Cl C

AJG

SUNB

Sunbelt Rentals Holding Common

MSFT

RDNT

CACC

Credit Accep Corp Mich Com

3.8%

SGI

Somnigroup International Com

3.8%Added

SCHW

Schwab Charles Cp New Com

3.6%

191 others

54.8%

Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

What changed

Biggest moves since Mar 31, 2026

Filed Aug 14, 2026, compared with the May 12, 2026 filing

add_circleNew

SHC $9.81M
XOM $6.14M
FDXF $1.99M
LMRI $1.93M

arrow_upwardAdded

ALC +301%
ABT +20%
ARES +19%
AMZN +6%

arrow_downwardTrimmed

CSGP −29%
WBD −20%
GOOG −13%
FTRE −12%

remove_circleSold out

XOMXXXX $7.73M
Capital World Growth & Com $1.84M
Permanent Portfolio Fd Perm Po $636K
Growth Fd Amer Cl A $604K