BECK MACK & OLIVER LLC

Q2 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
201
Total value ($000)
$5,128,877
Net value change ($000)
+279,498 (5.8%)
New positions
15
Sold out positions
9
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
CACC 63,990 48.9%
ALC 40,446 256.7%
WAT 34,112 26.5%
GOOGL 19,942 7.5%
QCOM 18,293 43.1%
RDNT 18,141 10.3%
SUNB 17,224 7.8%
ZWS 16,539 10.5%
GSAT 15,573 21.0%
SGI 15,423 8.7%
Top Reduces (Value $000, Stocks/ETFs)
CSGP -59,049 -50.0%
MTDR -18,225 -21.2%
FERG -9,619 -5.0%
XOM -7,733 -100.0%
WBD -7,549 -22.7%
SCHW -5,944 -3.1%
OWL -5,767 -12.0%
PKE -5,538 -47.8%
ROP -4,453 -7.7%
WMT -3,192 -8.9%
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