Beck Mack & Oliver LLC holds a diversified book of 190 stocks worth $4.8B as of Q1 2026 (disclosed May 12, 2026, a ~45-day 13F lag). This quarter they opened SUNBELT RENTALS HOLDINGS INC and trimmed ALPHABET INC CAP STK CL A. Their largest long position is ALPHABET INC CAP STK CL A at 7% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/10742/holdings"
Use Arkolith to show BECK MACK & OLIVER LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
34% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apollo Global Mgmt Inc COM | $308.1M | 2.76M | 6.4% | ▲~0% Added · +383 sh | |
| 2 | Alphabet Inc Cap STK CL C COM | $264.2M | 920.9K | 5.4% | ▼−7.8% Reduced · −78K sh | |
| 3 | Blackstone Inc. COM | $259.8M | 2.26M | 5.4% | ▲+5.1% Added · +110K sh | |
| 4 | Gallagher Arthur J COM | $230.1M | 1.06M | 4.7% | ▲+21% Added · +184K sh | |
| 5 | Sunbelt Rentals Holding Common COM | $219.8M | 3.38M | 4.5% | ▲New New position | |
| 6 | Microsoft Corp COM | $205.9M | 556.3K | 4.2% | ▼−2.0% Reduced · −11K sh | |
| 7 | Ferguson Enterprises Inc. COM | $194.2M | 832.7K | 4.0% | ▼−1.3% Reduced · −11K sh | |
| 8 | Schwab Charles CP New Com COM | $192.0M | 2.04M | 4.0% | ▼−1.0% Reduced · −22K sh | |
| 9 | Somnigroup International Com COM | $178.1M | 2.41M | 3.7% | ▲+3.7% Added · +86K sh | |
| 10 | Radnet Inc Com COM | $177.0M | 3.17M | 3.6% | ▼−2.0% Reduced · −65K sh | |
| 11 | Labcorp Holdings COM | $164.5M | 616.6K | 3.4% | ▼−1.6% Reduced · −10K sh | |
| 12 | Zurn Elkay Water Solutions Cor COM | $156.8M | 3.50M | 3.2% | ▼−2.5% Reduced · −88K sh | |
| 13 | Credit Accep Corp Mich Com COM | $130.8M | 309.0K | 2.7% | ▼−0.4% Reduced · −1K sh | |
| 14 | Waters Corporation COM | $128.7M | 432.2K | 2.7% | ▲+11% Added · +42K sh | |
| 15 | American Express Co COM | $123.4M | 408.0K | 2.5% | ▼−0.4% Reduced · −2K sh | |
| 16 | Hilton Worldwide Holdings Inc COM | $120.0M | 394.5K | 2.5% | ▼−3.9% Reduced · −16K sh | |
| 17 | Costar Group Inc. COM | $118.1M | 2.93M | 2.4% | ▲+32% Added · +702K sh | |
| 18 | JPMorgan Chase & Co. COM | $114.1M | 387.7K | 2.4% | ▼−2.3% Reduced · −9K sh | |
| 19 | Abbott Labs COM | $96.0M | 935.4K | 2.0% | ▲+6.9% Added · +61K sh | |
| 20 | Matador Res Co Com COM | $85.8M | 1.36M | 1.8% | ▼−5.2% Reduced · −74K sh | |
| 21 | Globalstar Inc COM | $74.2M | 1.12M | 1.5% | ▼−1.9% Reduced · −22K sh | |
| 22 | Alphabet Inc Cap STK CL A COM | $69.8M | 242.6K | 1.4% | ▼−14% Reduced · −39K sh | |
| 23 | Rush Enterprises Inc CL A COM | $63.3M | 957.6K | 1.3% | ▼−2.7% Reduced · −26K sh | |
| 24 | Roper Technologies Inc Com COM | $57.7M | 163.2K | 1.2% | ▼−29% Reduced · −68K sh | |
| 25 | Wabtec Corporation COM | $57.3M | 229.2K | 1.2% | ▼−0.8% Reduced · −2K sh | |
| 26 | Johnson & Johnson COM | $52.3M | 214.2K | 1.1% | ▼−2.5% Reduced · −6K sh | |
| 27 | Jefferies Financial Group COM | $50.5M | 1.22M | 1.0% | ▼−0.7% Reduced · −9K sh | |
| 28 | Mastercard Inc CL A COM | $48.0M | 96.1K | 1.0% | ▲+0.2% Added · +178 sh | |
| 29 | Blue Owl Capital Inc Com CL A COM | $47.9M | 5.25M | 1.0% | ▼−32% Reduced · −2.5M sh | |
| 30 | Amazon.com Inc COM | $47.6M | 228.4K | 1.0% | ▲+10% Added · +21K sh | |
| 31 | Berkshire Hathaw.clb COM | $42.7M | 89.1K | 0.9% | ▼−3.4% Reduced · −3K sh | |
| 32 | Qualcomm Inc Com COM | $42.5M | 329.7K | 0.9% | ▲+1.1% Added · +4K sh | |
| 33 | Markel Group Inc. COM | $37.5M | 19.6K | 0.8% | ▼−9.2% Reduced · −2K sh | |
| 34 | Wal Mart Inc. COM | $35.9M | 289.1K | 0.7% | ▼−1.4% Reduced · −4K sh | |
| 35 | Warner Bros Discovery Inc Com COM | $33.2M | 1.21M | 0.7% | ▼−35% Reduced · −662K sh | |
| 36 | Brookfield Corp CL A LMT VTG S COM | $32.5M | 804.0K | 0.7% | ▼−4.5% Reduced · −38K sh | |
| 37 | Teva Pharmac.ind.adr COM | $31.7M | 1.05M | 0.7% | ▼−0.5% Reduced · −5K sh | |
| 38 | Enterprise Prods Partners LP COM | $30.9M | 817.0K | 0.6% | ▲+2.8% Added · +22K sh | |
| 39 | Williams Cos Inc Del COM | $30.9M | 424.1K | 0.6% | ▼−0.6% Reduced · −3K sh | |
| 40 | Union Pac Corp COM | $30.7M | 126.7K | 0.6% | ▼−0.6% Reduced · −709 sh | |
| 41 | Apple Inc Com COM | $29.6M | 116.5K | 0.6% | ▼−0.8% Reduced · −883 sh | |
| 42 | Lowes Cos Inc Com COM | $28.8M | 122.1K | 0.6% | ▼−12% Reduced · −17K sh | |
| 43 | Hubbell Inc Com COM | $24.0M | 48.8K | 0.5% | ▼−0.8% Reduced · −400 sh | |
| 44 | Enbridge Inc Com COM | $17.3M | 320.3K | 0.4% | ▼−1.3% Reduced · −4K sh | |
| 45 | Duke Energy Corp New Com New COM | $16.4M | 125.1K | 0.3% | ▲~0% Added · +40 sh | |
| 46 | Alcon Inc Ord SHS COM | $15.8M | 209.1K | 0.3% | ▲+674% Added · +182K sh | |
| 47 | Nutrien Ltd Com COM | $13.7M | 180.9K | 0.3% | ▼−3.1% Reduced · −6K sh | |
| 48 | Ares Mgmt L P Com Unit RP In COM | $12.8M | 117.5K | 0.3% | ▲+54% Added · +41K sh | |
| 49 | Sysco Corp Com COM | $12.8M | 179.6K | 0.3% | ▼−0.6% Reduced · −1K sh | |
| 50 | Park Aerospace Corp. COM | $11.6M | 423.0K | 0.2% | ▼−37% Reduced · −245K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 12, 2026 | 195 | $4.8B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 194 | $5.5B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 187 | $5.5B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 189 | $5.2B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 187 | $5.0B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 190 | $5.4B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 177 | $5.1B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 179 | $4.8B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 14, 2024 | 179 | $4.9B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 183 | $4.3B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 170 | $3.8B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 8, 2023 | 177 | $3.8B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 171 | $3.5B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 176 | $3.4B | 13F-HR/A |
| Q3 2022 | Sep 30, 2022 | Nov 10, 2022 | 172 | $3.1B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 12, 2022 | 177 | $3.3B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 195 | $4.0B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jan 28, 2022 | 210 | $4.2B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 4, 2021 | 218 | $3.9B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 28, 2021 | 206 | $3.8B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 11, 2021 | 203 | $3.2B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 10, 2021 | 202 | $3.0B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 2, 2020 | 196 | $2.7B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.