BECK MACK & OLIVER LLC

Q4 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
12/31/2025
Date filed
2/12/2026
Form type
13F-HR
Num holdings
194
Total value ($000)
$5,506,181
Net value change ($000)
+7,790 (0.1%)
New positions
15
Sold out positions
8
Turnover %
2.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
GOOGL 52,245 20.0%
APO 32,714 8.9%
WAT 29,949 25.3%
GSAT 26,984 63.4%
AXP 18,287 13.7%
WBD 14,187 35.7%
SGI 11,534 5.9%
HLT 11,459 10.8%
TEVA 10,814 48.8%
SCHW 9,285 4.7%
Top Reduces (Value $000, Stocks/ETFs)
FISERV INC -110,136 -100.0%
BX -36,732 -10.0%
MSFT -23,191 -7.8%
CACC -19,805 -12.6%
RDNT -19,159 -7.7%
LH -18,038 -10.3%
ROP -12,260 -10.6%
JEF -6,540 -7.9%
ABT -6,153 -5.3%
ZWS -5,091 -3.0%
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