BECK MACK & OLIVER LLC
CIK 10742
13F filing for Q2 2026・No. 903
- Holdings
- US$5.13B
- Quarter change
- +US$279.5M
- Entries
- 201
- Net bought (estimate)
- −US$99.42M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 15
- Sold out 9
- Cut 78
- Added 36
- Corporate actions 0
- Unchanged 72
Largest holdings
201 stocks worth US$5.13B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| APOAPOLLO GLOBAL MGMT INCCOM | Cut | 2,693,798 | US$318.7M | 6.21% |
| GOOGALPHABET INC CAP STK CL CCOM | Cut | 804,126 | US$284.12M | 5.54% |
| BXBLACKSTONE INC.COM | Cut | 2,230,056 | US$262.41M | 5.12% |
| AJGGALLAGHER ARTHUR JCOM | Cut | 1,061,905 | US$243.78M | 4.75% |
| SUNBSUNBELT RENTALS HOLDING COMMONCOM | Cut | 3,168,656 | US$237.05M | 4.62% |
| MSFTMicrosoftCOM | Cut | 545,934 | US$203.64M | 3.97% |
| RDNTRADNET INC COMCOM | Cut | 3,163,592 | US$195.1M | 3.80% |
| CACCCREDIT ACCEP CORP MICH COMCOM | Cut | 305,983 | US$194.83M | 3.80% |
| SGISOMNIGROUP INTERNATIONAL COMCOM | Added | 2,468,485 | US$193.53M | 3.77% |
| SCHWSCHWAB CHARLES CP NEW COMCOM | Cut | 2,016,840 | US$186.09M | 3.63% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.