BECK MACK & OLIVER LLC

Q2 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2025
Date filed
8/14/2025
Form type
13F-HR
Num holdings
189
Total value ($000)
$5,238,603
Net value change ($000)
+232,242 (4.6%)
New positions
9
Sold out positions
7
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2025 Next filing: 11/14/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MSFT 61,501 23.6%
FERG 49,753 36.1%
Ashtead Group PLC 45,435 25.3%
SGI 29,287 22.6%
RDNT 22,601 13.9%
SCHW 21,985 12.9%
AXP 20,573 19.0%
GOOGL 19,716 11.0%
ZWS 17,708 15.0%
BX 15,793 5.0%
Top Reduces (Value $000, Stocks/ETFs)
AJG -45,746 -16.9%
CACC -12,203 -6.0%
FTRE -12,186 -55.0%
Enstar Group LTD -11,281 -36.8%
MTDR -10,217 -13.2%
FISV -9,402 -7.9%
UNP -7,381 -20.1%
EPD -6,025 -17.8%
OWL -5,653 -4.2%
WAT -5,132 -5.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type