BECK MACK & OLIVER LLC
13F filer · CIK 10742 · New York, NY
Summary
BECK MACK & OLIVER LLC reported $5.13B across 201 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are APO (6.2%), GOOG (5.5%), BX (5.1%). Versus 2026 Q1, leaving options aside, it opened 15 new positions, added to 36, trimmed 79 and sold out of 9.
Reported value$5.13B
Positions201
Report period2026 Q2
FiledAug 14, 2026
New positions15
Added36
Trimmed79
Sold out9
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 6.2%Value $318.70MPrice $119.00Shares 2.69M -2.57%Since Jun 30 +0.58%
Weight 5.5%Value $284.12MPrice $337.32Shares 804K -12.68%Since Jun 30 -4.53%
Weight 5.1%Value $262.41MPrice $114.00Shares 2.23M -1.28%Since Jun 30 -3.12%
Weight 4.8%Value $243.78MPrice $227.75Shares 1.06M -0.06%Since Jun 30 -0.79%
Weight 4.6%Value $237.05MPrice $73.78Shares 3.17M -6.18%Since Jun 30 -1.38%
Weight 4.0%Value $203.64MPrice $508.96Shares 546K -1.87%Since Jun 30 +36.44%
Weight 3.8%Value $195.10MPrice $70.65Shares 3.16M -0.08%Since Jun 30 +14.56%
Weight 3.8%Value $194.83MPrice $537.10Shares 306K -0.97%Since Jun 30 -15.65%
Weight 3.8%Value $193.53MPrice $62.26Shares 2.47M +2.45%Since Jun 30 -20.59%
Weight 3.6%Value $186.09MPrice $99.10Shares 2.02M -1.30%Since Jun 30 +7.40%
Weight 3.6%Value $184.61MPrice $223.87Shares 778K -6.58%Since Jun 30 -5.67%
Weight 3.4%Value $173.39MPrice $46.79Shares 3.43M -1.90%Since Jun 30 -7.40%
Weight 3.3%Value $169.47MPrice $308.81Shares 605K -1.85%Since Jun 30 +10.29%
Weight 3.2%Value $162.82MPrice $443.26Shares 434K +0.45%Since Jun 30 +18.19%
Weight 2.7%Value $136.59MPrice $305.40Shares 404K -1.03%Since Jun 30 -9.71%
Weight 2.4%Value $122.71MPrice $334.98Shares 375K -3.32%Since Jun 30 +2.34%
Weight 2.3%Value $119.09MPrice $323.44Shares 360K -8.66%Since Jun 30 -2.12%
Weight 2.0%Value $101.95MPrice $100.95Shares 1.12M +20.11%Since Jun 30 +11.25%
Weight 1.8%Value $89.77MPrice $82.59Shares 1.10M -1.14%Since Jun 30 +1.60%
Weight 1.6%Value $79.72MPrice $340.92Shares 223K -8.05%Since Jun 30 -4.60%
Weight 1.3%Value $67.90MPrice $46.28Shares 930K -2.86%Since Jun 30 -36.58%
Weight 1.3%Value $67.61MPrice $50.69Shares 1.36M -0.03%Since Jun 30 +1.83%
Weight 1.2%Value $61.87MPrice $291.23Shares 229K +0.14%Since Jun 30 +8.02%
Weight 1.2%Value $61.08MPrice $46.52Shares 1.22M -0.08%Since Jun 30 -6.92%
Weight 1.2%Value $60.75MPrice $184.10Shares 329K -0.29%Since Jun 30 -0.37%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 6.2% | $318.70M | +0.58% | -2.57% | Trim | |
| 5.5% | $284.12M | -4.53% | -12.68% | Trim | |
| 5.1% | $262.41M | -3.12% | -1.28% | Trim | |
| 4.8% | $243.78M | -0.79% | -0.06% | Trim | |
| 4.6% | $237.05M | -1.38% | -6.18% | Trim | |
| 4.0% | $203.64M | +36.44% | -1.87% | Trim | |
| 3.8% | $195.10M | +14.56% | -0.08% | Trim | |
| 3.8% | $194.83M | -15.65% | -0.97% | Trim | |
| 3.8% | $193.53M | -20.59% | +2.45% | Add | |
| 3.6% | $186.09M | +7.40% | -1.30% | Trim | |
| 3.6% | $184.61M | -5.67% | -6.58% | Trim | |
| 3.4% | $173.39M | -7.40% | -1.90% | Trim | |
| 3.3% | $169.47M | +10.29% | -1.85% | Trim | |
| 3.2% | $162.82M | +18.19% | +0.45% | Add | |
| 2.7% | $136.59M | -9.71% | -1.03% | Trim | |
| 2.4% | $122.71M | +2.34% | -3.32% | Trim | |
| 2.3% | $119.09M | -2.12% | -8.66% | Trim | |
| 2.0% | $101.95M | +11.25% | +20.11% | Add | |
| 1.8% | $89.77M | +1.60% | -1.14% | Trim | |
| 1.6% | $79.72M | -4.60% | -8.05% | Trim | |
| 1.3% | $67.90M | -36.58% | -2.86% | Trim | |
| 1.3% | $67.61M | +1.83% | -0.03% | Trim | |
| 1.2% | $61.87M | +8.02% | +0.14% | Add | |
| 1.2% | $61.08M | -6.92% | -0.08% | Trim | |
| 1.2% | $60.75M | -0.37% | -0.29% | Trim |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
EXXONMOBIL HOLDINGS CORPORATIONo ticker match≈ $6.14MNew
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.