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BECK MACK & OLIVER LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
BECK MACK & OLIVER LLC
报告期 2026-03-31 · CIK 0000010742
持仓数
195
前50大市值合计
$4.57B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 130 项
建仓 7
增持 54
减持 58
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
APO
APOLLO GLOBAL MGMT INC
+$67.8M
3,153,297
+2%
增持
RDNT
RADNET INC COM
+$50.9M
3,353,735
+4%
增持
MSFT
MICROSOFT CORP
+$41.0M
780,098
+2%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
AJG
GALLAGHER ARTHUR J
+$31.4M
761,399
+8%
增持
OWL
BLUE OWL CAPITAL INC COM CL A
+$29.9M
5,266,385
+13%
增持
—
ASHTEAD GROUP PLC SHS
+$23.4M
3,059,395
+10%
增持
ZWS
ZURN ELKAY WATER SOLUTIONS COR
+$23.0M
3,337,353
+11%
增持
—
ALPHABET INC CAP STK CL C
+$21.4M
1,197,252
+5%
增持
FTRE
FORTREA HOLDINGS INC.
+$20.7M
2,368,212
+11%
增持
MTDR
MATADOR RES CO COM
+$20.4M
1,208,664
+14%
增持
AMZN
AMAZON.COM INC
+$19.3M
122,601
+565%
增持
—
ENSTAR GROUP LTD
+$19.2M
694,864
+4%
增持
AXP
AMERICAN EXPRESS CO
+$19.0M
370,330
+6%
增持
—
HILTON WORLDWIDE HOLDINGS INC
+$18.8M
414,676
+8%
增持
FISV
FISERV INC
+$18.4M
504,308
+8%
增持
—
FERGUSON PLC NEW SHS
+$17.8M
391,865
+12%
增持
CACC
CREDIT ACCEP CORP MICH COM
+$17.0M
343,416
+6%
增持
SCHW
SCHWAB CHARLES CP NEW COM
+$16.3M
2,059,217
+7%
增持
—
COSTAR GROUP INC.
+$16.2M
867,942
+12%
增持
RUSHA
RUSH ENTERPRISES INC CL A
+$15.4M
1,015,513
+31%
增持
JPM
JPMORGAN CHASE & CO.
+$14.9M
429,629
+3%
增持
EPD
ENTERPRISE PRODS PARTNERS LP
+$13.0M
2,750,720
+8%
增持
ADP
AUTOM.DATA PROCESSING
+$9.9M
43,080
+1010%
减持
QCOM
QUALCOMM INC COM
+$9.4M
415,278
-1%
减持
BRK/B
BERKSHIRE HATHAW.CLB
+$9.3M
171,268
-3%
减持
—
GLOBALSTAR INC
-$8.7M
18,415,485
-0%
增持
MA
MASTERCARD INC CL A
+$7.9M
103,851
+5%
增持
BX
BLACKSTONE INC.
+$5.8M
2,389,759
+2%
增持
ROP
ROPER TECHNOLOGIES INC COM
+$5.7M
210,537
+2%
增持
WBD
WARNER BROS DISCOVERY INC COM
-$5.7M
2,195,267
+1%
减持
—
ALPHABET INC CAP STK CL A
+$5.4M
529,973
-1%
减持
AAPL
APPLE INC COM
-$5.2M
119,779
-10%
减持
—
TRICON RESIDENTIAL INC COM NPV
-$5.1M
16,000
-97%
增持
—
LAB.CP OF AMER HLDGS.
+$5.1M
594,595
+8%
减持
LOW
LOWES COS INC COM
+$4.8M
155,727
-0%
增持
ABT
ABBOTT LABS
+$4.8M
806,629
+2%
减持
WAB
WABTEC CORPORATION
+$4.6M
286,935
-2%
减持
JEF
JEFFERIES FINANCIAL GROUP
+$4.5M
1,696,418
-3%
增持
WAT
WATERS CORPORATION
+$4.3M
245,635
+1%
建仓
SDHC
SMITH DOUGLAS HOMES CO COM SHS
+$4.2M
142,029
减持
HUBB
HUBBELL INC COM
+$3.9M
53,584
-4%
减持
SHW
SHERWIN WILLIAMS CO COM
+$3.4M
180,364
-5%
减持
MKL
MARKEL GROUP INC.
+$3.1M
31,350
-0%
增持
DIBS
1STDIBS COM INC COM
+$2.9M
1,988,311
+5%
减持
MRK
MERCK & CO INC
+$2.6M
130,813
-3%
减持
WMB
WILLIAMS COS INC DEL
+$2.1M
505,045
-0%
增持
WMT
WAL MART INC.
+$2.0M
330,862
+192%
减持
DOV
DOVER CORP
+$1.8M
111,727
-4%
增持
SYY
SYSCO CORP COM
+$1.6M
192,386
+0%
清仓
—
COLLEGE RETIREMENT EQU EQTY IN
-$1.5M
0
-100%
减持
TEVA
TEVA PHARMAC.IND.ADR
+$1.3M
1,893,491
-22%
减持
VZ
VERIZON COMM.
+$1.2M
279,968
-0%
清仓
—
COLLEGE RETIREMENT EQU STK ACC
-$1.1M
0
-100%
减持
WMS
ADVANCED DRAIN SYS INC COM
+$1.1M
37,264
-1%
减持
FDX
FEDEX CORP
+$1.1M
32,158
-1%
清仓
—
COLLEGE RETIREMENT EQU GROWTH
-$1.1M
0
-100%
增持
ARES
ARES MGMT L P COM UNIT RP IN
+$1.0M
69,295
+0%
增持
PG
PROCTER & GAMBLE
+$857.0K
51,314
+1%
减持
BN
BROOKFIELD CORP CL A LMT VTG S
+$854.0K
588,854
-1%
减持
PGR
PROGRESSIVE CORP OHIO
+$851.4K
19,835
-3%
增持
PNC
PNC FINL SVCS GROUP COM
+$821.5K
7,000
+250%
减持
COST
COSTCO WHSL CORP NEW
+$716.3K
10,329
-0%
减持
JNJ
JOHNSON & JOHNSON
-$701.7K
266,442
-3%
减持
UNP
UNION PAC CORP
-$641.1K
175,913
-2%
清仓
—
COLLEGE RETIREMENT EQU GBL EQT
-$616.6K
0
-100%
减持
—
ABBVIE INC. COM
+$579.0K
28,288
-4%
增持
V
VISA INC COM CL A
+$544.8K
10,848
+14%
增持
TJX
TJX COS INC NEW COM
+$522.6K
13,521
+49%
清仓
OBDC
BLUE OWL CAPITAL CORPO COM
-$501.8K
0
-100%
减持
—
AXIS CAP.HOLDGS.LTD.
+$462.7K
54,831
-2%
减持
VTS
VITESSE ENERGY INC
+$409.3K
223,857
-0%
减持
KMB
KIMBERLY CLARK CORP
+$407.7K
53,548
-0%
减持
GE
GE AEROSPACE
+$392.6K
8,262
-0%
减持
HD
HOME DEPOT INC COM
+$384.6K
15,187
-3%
增持
TSM
TAIWAN SEMICONDUCTOR-SP ADR
+$380.0K
5,127
+68%
增持
TSQ
TOWNSQUARE MEDIA INC CL A
+$376.8K
795,300
+1%
减持
—
EXXON MOBIL CORP
+$374.5K
53,500
-8%
清仓
CL
COLGATE PALMOLIVE CO
-$364.8K
0
-100%
减持
KO
COCA-COLA CO
-$353.9K
18,724
-26%
减持
LUMN
LUMEN TECHNOLOGIES
-$352.8K
22,923
-89%
清仓
—
TEACHERS INS&ANNUITY A RL EST
-$350.1K
0
-100%
建仓
—
VANECK VECTORS ETF TR JR GOLD
+$348.7K
9,000
建仓
J
JACOBS ENGR GROUP INC COM
+$343.1K
2,232
建仓
FWONA
LIBERTY MEDIA CORP DEL FRMULA
+$300.1K
5,109
减持
DHR
DANAHER CORP DEL
-$272.3K
7,940
-19%
清仓
—
COLLEGE RETIREMENT EQU MONEY M
-$268.3K
0
-100%
建仓
FWONK
LIBERTY MEDIA CORP DEL FRMULA
+$236.4K
3,604
清仓
—
ASTRAZENECA PLC SPONSORED ADR
-$233.2K
0
-100%
清仓
BA
BOEING CO COM
-$216.3K
0
-100%
清仓
—
CONSTELLATION SOFTWARE INC (B1
-$208.5K
0
-100%
建仓
CET
CENTRAL SECS CORP
+$201.9K
4,834
增持
ELV
ELEVANCE HEALTH INC
+$184.4K
784
+66%
增持
CWGL
CRIMSON WINE GROUP LTD COM
-$182.0K
1,844,520
+0%
减持
BAM
BROOKFIELD ASSET MANAG CL A LM
+$176.3K
118,341
-1%
增持
PEP
PEPSICO INC COM
+$167.9K
22,952
+1%
增持
RTX
RTX CORP.
+$154.2K
11,200
+0%
增持
UNH
UNITED HEALTH GROUP
+$151.4K
2,127
+24%
减持
MTB
M & T BK CORP
-$143.7K
22,488
-10%
减持
BNY
BANK NEW YORK MELLON CORP
+$136.7K
29,815
-2%
减持
MTD
METTLER TOLEDO INT'L
-$119.5K
1,040
-16%
减持
TSCO
TRACTOR SUPPLY CO COM
+$106.7K
2,515
-2%
增持
IDXX
IDEXX LABS INC COM
+$102.9K
2,375
+12%
减持
CVX
CHEVRON CORPORATION
+$87.2K
11,906
-1%
减持
SCHV
SCHWAB STRATEGIC TR US LCAP VA
-$83.3K
3,999
-28%
减持
BB
BLACKBERRY LTD COM
-$83.0K
77,650
-8%
增持
IBM
INTL. BUSINESS MACHINES
+$79.5K
2,557
+2%
减持
SLB
SCHLUMBERGER LTD
+$75.0K
32,700
-1%
增持
—
ENBRIDGE INC COM
+$74.6K
376,176
+0%
减持
CHCO
CITY HLDG CO COM
-$65.9K
5,704
-5%
减持
DIS
DISNEY WALT CO
+$59.1K
3,532
-15%
减持
CNI
CANADIAN NATL RAILWAY
+$54.8K
10,050
-0%
建仓
—
SENSEONICS HLDGS INC COM
+$53.6K
100,850
减持
VOO
VANGUARD INDEX FDS S&P 500 ETF
+$50.6K
2,705
-5%
增持
—
AMDOCS LTD
+$50.1K
17,336
+0%
减持
COP
CONOCOPHILLIPS COM
-$46.3K
3,991
-16%
减持
GEHC
GE HEALTHCARE TECHNOLO COMMON
+$43.1K
3,219
-0%
减持
BAX
BAXTER INTL INC
-$42.2K
39,985
-12%
减持
VLTO
VERALTO CORP COM SHS
-$37.2K
2,755
-19%
增持
ITW
ILLINOIS TOOL WKS INC
+$35.9K
1,108
+11%
减持
—
KINDER MORGAN INC DEL COM
-$31.0K
13,692
-14%
减持
BSX
BOSTON SCIENTIFIC CORP
+$29.8K
5,500
-8%
增持
—
DUKE ENERGY CORP NEW COM NEW
-$23.8K
130,999
+0%
增持
MCD
MCDONALDS CORP COM
-$20.9K
2,555
+2%
减持
—
GRUPO TMM S A B SP ADR 5 A SHS
+$13.2K
236,397
-0%
增持
SRE
SEMPRA ENERGY
-$9.9K
4,300
+1%
减持
VB
VANGUARD SMALL-CAP VIPERS
+$8.7K
1,130
-3%
增持
AMGN
AMGEN INC COM
+$8.7K
4,568
+2%
减持
CVS
CVS HEALTH CORP COM
-$6.9K
21,039
-1%
减持
—
AMERIPRISE FIN.INC.
-$3.7K
539
-15%
减持
USB
US BANCORP DEL COM
-$1.8K
9,790
-4%
