BECK MACK & OLIVER LLC

Q1 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
195
Total value ($000)
$4,849,379
Net value change ($000)
-656,802 (-11.9%)
New positions
13
Sold out positions
12
Turnover %
9.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SUNB 219,823 NEW
MTDR 25,044 41.2%
ALC 13,626 640.3%
RUSHA 10,237 19.3%
WAB 7,969 16.2%
LH 7,212 4.6%
JNJ 6,882 15.1%
FERG 6,441 3.4%
EPD 5,427 21.3%
WMB 5,221 20.4%
Top Reduces (Value $000, Stocks/ETFs)
Ashtead Group PLC -238,255 -100.0%
APO -92,128 -23.0%
BX -71,541 -21.6%
MSFT -68,552 -25.0%
OWL -68,091 -58.7%
RDNT -53,606 -23.2%
GOOGL -49,250 -15.7%
ROP -45,135 -43.9%
CSGP -31,528 -21.1%
SGI -29,346 -14.1%
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