BECK MACK & OLIVER LLC

Q3 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
187
Total value ($000)
$5,498,391
Net value change ($000)
+259,788 (5.0%)
New positions
9
Sold out positions
11
Turnover %
4.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 2/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
FISERV INC 110,136 NEW
RDNT 64,018 34.5%
GOOGL 62,937 31.7%
SGI 36,934 23.2%
BX 36,537 11.0%
ZWS 36,256 26.7%
WAT 31,456 36.2%
GSAT 14,741 53.0%
LH 14,159 8.8%
WBD 14,020 54.5%
Top Reduces (Value $000, Stocks/ETFs)
FISV -109,464 -100.0%
CACC -34,309 -17.9%
APO -30,284 -7.6%
MSFT -24,096 -7.5%
Enstar Group LTD -19,407 -100.0%
OWL -14,089 -10.8%
ROP -13,226 -10.3%
MKL -6,003 -11.9%
HLT -4,505 -4.1%
MTDR -4,096 -6.1%
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