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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 139 项
建仓 9
增持 36
减持 87
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
+$61.5M
646,907
-7%
增持
FERG
FERGUSON ENTERPRISES INC.
+$49.8M
861,884
+0%
减持
AJG
GALLAGHER ARTHUR J
-$45.7M
701,443
-10%
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
—
ASHTEAD GROUP PLC
+$45.4M
3,512,867
+6%
增持
SGI
SOMNIGROUP INTERNATIONAL COM
+$29.3M
2,336,285
+8%
减持
RDNT
RADNET INC COM
+$22.6M
3,263,141
-1%
减持
SCHW
SCHWAB CHARLES CP NEW COM
+$22.0M
2,104,071
-3%
增持
AXP
AMERICAN EXPRESS CO
+$20.6M
403,450
+0%
减持
—
ALPHABET INC CAP STK CL C
+$19.7M
1,117,583
-2%
增持
ZWS
ZURN ELKAY WATER SOLUTIONS COR
+$17.7M
3,706,347
+4%
减持
BX
BLACKSTONE INC.
+$15.8M
2,216,245
-2%
减持
LH
LABCORP HOLDINGS
+$15.3M
614,035
-2%
减持
JPM
JPMORGAN CHASE & CO.
+$13.7M
403,865
-4%
减持
—
HILTON WORLDWIDE HOLDINGS INC
+$12.7M
416,673
-4%
减持
CACC
CREDIT ACCEP CORP MICH COM
-$12.2M
376,383
-5%
减持
FTRE
FORTREA HOLDINGS INC.
-$12.2M
2,018,932
-31%
减持
—
ENSTAR GROUP LTD
-$11.3M
57,696
-38%
增持
AMZN
AMAZON.COM INC
+$10.9M
178,920
+20%
减持
MTDR
MATADOR RES CO COM
-$10.2M
1,407,822
-7%
增持
FISV
FISERV INC
-$9.4M
634,903
+18%
减持
UNP
UNION PAC CORP
-$7.4M
127,641
-18%
减持
—
ALPHABET INC CAP STK CL A
+$6.1M
426,632
-5%
减持
EPD
ENTERPRISE PRODS PARTNERS LP
-$6.0M
894,860
-10%
减持
OWL
BLUE OWL CAPITAL INC COM CL A
-$5.7M
6,776,226
-0%
减持
WAB
WABTEC CORPORATION
+$5.5M
241,765
-3%
减持
BN
BROOKFIELD CORP CL A LMT VTG S
+$5.2M
563,555
-0%
减持
WAT
WATERS CORPORATION
-$5.1M
249,188
-0%
减持
MKL
MARKEL GROUP INC.
-$4.9M
25,350
-15%
减持
—
COSTAR GROUP INC.
-$4.6M
1,726,646
-5%
减持
APO
APOLLO GLOBAL MGMT INC
+$4.4M
2,803,762
-2%
减持
RUSHA
RUSH ENTERPRISES INC CL A
-$4.1M
981,388
-4%
增持
ROP
ROPER TECHNOLOGIES INC COM
-$3.6M
226,438
+1%
减持
HUBB
HUBBELL INC COM
+$3.6M
49,769
-2%
减持
JNJ
JOHNSON & JOHNSON
-$3.5M
226,955
-1%
增持
ABT
ABBOTT LABS
+$3.3M
846,403
+0%
增持
GSAT
GLOBALSTAR INC
+$3.2M
1,180,835
+0%
清仓
BRK/A
BERKSHIRE HATHAW.CLA
-$3.2M
0
-100%
减持
LOW
LOWES COS INC COM
-$3.2M
142,143
-5%
增持
BRK/B
BERKSHIRE HATHAW.CLB
-$2.8M
94,625
+3%
减持
LOAR
LOAR HOLDINGS INC.
-$2.7M
5,000
-89%
减持
WMT
WAL MART INC.
+$2.6M
300,707
-2%
增持
QCOM
QUALCOMM INC COM
+$2.0M
340,230
+0%
减持
MRK
MERCK & CO INC
-$1.9M
97,682
-9%
减持
DOV
DOVER CORP
-$1.7M
54,608
-18%
减持
NTR
NUTRIEN LTD COM
+$1.6M
186,040
-0%
增持
AAPL
APPLE INC COM
-$1.4M
112,966
+2%
建仓
RKT
ROCKET COS INC COM CL A
+$1.3M
90,000
减持
WMB
WILLIAMS COS INC DEL
+$1.2M
451,474
-0%
减持
DIBS
1STDIBS COM INC COM
-$1.1M
3,287,819
-2%
减持
SHW
SHERWIN WILLIAMS CO COM
-$1.0M
35,763
-6%
减持
ARES
ARES MGMT L P COM UNIT RP IN
+$902.4K
65,587
-8%
减持
PKE
PARK AEROSPACE CORP.
+$862.3K
752,097
-1%
减持
UNH
UNITED HEALTH GROUP
-$831.2K
888
-58%
减持
MA
MASTERCARD INC CL A
-$763.8K
95,617
-4%
减持
LAMR
LAMAR ADVERTISING CO
-$690.1K
6,000
-52%
增持
PGR
PROGRESSIVE CORP OHIO
+$685.4K
24,464
+18%
减持
—
EXXON MOBIL CORP
-$633.3K
44,934
-2%
减持
KMB
KIMBERLY CLARK CORP
-$627.4K
44,498
-1%
减持
KKR
KKR & CO INC.
+$619.5K
57,466
-5%
减持
VZ
VERIZON COMM.
-$581.9K
232,821
-1%
减持
—
ARMSTRONG WORLD INDS I COM
+$573.6K
27,256
-0%
减持
—
DUKE ENERGY CORP NEW COM NEW
-$548.9K
125,965
-0%
建仓
COF
CAPITAL ONE FINL CORP
+$542.1K
2,548
增持
PG
PROCTER & GAMBLE
-$534.4K
51,938
+0%
减持
VTS
VITESSE ENERGY INC
-$532.4K
208,346
-0%
减持
FDX
FEDEX CORP
-$526.6K
29,544
-1%
减持
WBD
WARNER BROS DISCOVERY INC COM
+$520.5K
2,243,179
-4%
减持
CWGL
CRIMSON WINE GROUP LTD COM
-$493.5K
1,707,552
-1%
清仓
FXAIX
FIDELITY CONCORD STR T 500 IND
-$438.6K
0
-100%
增持
NVDA
NVIDIA CORP COM
+$435.9K
6,934
+14%
清仓
—
DISCOVER FINL SVCS COM
-$426.8K
0
-100%
减持
TEVA
TEVA PHARMAC.IND.ADR
+$424.8K
1,098,985
-6%
增持
—
ABBVIE INC. COM
-$416.2K
18,291
+1%
减持
BAM
BROOKFIELD ASSET MANAG CL A LM
+$411.3K
97,102
-5%
减持
COST
COSTCO WHSL CORP NEW
+$407.0K
9,881
-0%
增持
PEP
PEPSICO INC COM
-$406.0K
23,903
+1%
建仓
DTEGY
DEUTSCHE TELEKOM AG SPONSORED
+$347.5K
9,497
建仓
TSLA
TESLA INC COM
+$333.5K
1,050
减持
ORCL
ORACLE CORP COM
+$332.3K
4,317
-1%
减持
—
META PLATFORMS INC CL A
+$326.1K
2,084
-1%
减持
—
ENBRIDGE INC COM
+$324.5K
347,594
-0%
减持
CVX
CHEVRON CORPORATION
-$286.9K
10,237
-2%
减持
TSM
TAIWAN SEMICONDUCTOR-SP ADR
+$285.8K
4,927
-1%
增持
DE
DEERE & CO COM
+$279.8K
5,350
+3%
减持
V
VISA INC COM CL A
-$249.2K
13,425
-6%
建仓
BKNG
BOOKING HLDGS INC COM
+$248.9K
43
清仓
BMY
BRISTOL MYERS SQUIBB
-$213.5K
0
-100%
建仓
—
ONEX COPR SUB VTG (ONEXF)
+$206.8K
2,535
建仓
CL
COLGATE PALMOLIVE CO
+$206.1K
2,267
清仓
GEHC
GE HEALTHCARE TECHNOLO COMMON
-$206.1K
0
-100%
减持
BAX
BAXTER INTL INC
-$203.0K
25,030
-11%
减持
SDHC
SMITH DOUGLAS HOMES CO COM SHS
-$186.8K
835,685
-1%
减持
KO
COCA-COLA CO
-$167.0K
17,421
-11%
减持
IDXX
IDEXX LABS INC COM
-$155.3K
650
-46%
减持
JEF
JEFFERIES FINANCIAL GROUP
-$145.6K
1,283,354
-2%
减持
BNY
BANK NEW YORK MELLON CORP
+$137.8K
25,877
-2%
增持
AMGN
AMGEN INC COM
-$134.2K
4,992
+2%
减持
—
AXIS CAP.HOLDGS.LTD.
-$129.9K
47,706
-6%
减持
WMS
ADVANCED DRAIN SYS INC COM
-$127.6K
12,194
-13%
增持
CARR
CARRIER GLOBAL CORP COM
+$117.4K
9,729
+4%
减持
SYY
SYSCO CORP COM
+$112.5K
182,111
-0%
减持
DIS
DISNEY WALT CO
+$94.1K
3,934
-1%
增持
FAST
FASTENAL CO
+$90.3K
28,000
+100%
减持
VFIAX
VANGUARD INDEX FDS 500INDEX AD
-$89.8K
780
-25%
减持
RTX
RTX CORP.
+$78.2K
10,215
-4%
减持
SPY
SPDR TR UNIT SER 1 STANDARD &
+$77.7K
1,521
-1%
增持
PFE
PFIZER INC
-$69.1K
88,625
+1%
减持
—
VANECK VECTORS ETF TR JR GOLD
-$68.7K
5,500
-29%
增持
IBM
INTL. BUSINESS MACHINES
+$67.4K
1,460
+0%
减持
CMCSA
COMCAST CORP CL A
-$67.1K
24,462
-4%
减持
USB
US BANCORP DEL COM
-$61.3K
7,653
-21%
减持
ADP
AUTOM.DATA PROCESSING
+$60.1K
28,165
-0%
减持
DHR
DANAHER CORP DEL
-$51.0K
6,395
-0%
减持
PNC
PNC FINL SVCS GROUP COM
+$49.3K
5,309
-1%
增持
HD
HOME DEPOT INC COM
+$41.2K
18,189
+1%
增持
SPGI
S&P GLOBAL INC COM
+$39.6K
765
+7%
建仓
VRCA
VERRICA PHARMACEUTICALS INC
+$37.1K
70,000
减持
OTIS
OTIS WORLDWIDE CORP COM
-$34.7K
4,232
-4%
减持
MO
ALTRIA GROUP INC
-$31.4K
16,090
-1%
清仓
—
VERRICA PHARMACEUTICALS INC
-$31.0K
0
-100%
增持
TSQ
TOWNSQUARE MEDIA INC CL A
-$29.5K
967,425
+3%
减持
MTB
M & T BK CORP
-$29.3K
17,451
-9%
增持
MCD
MCDONALDS CORP COM
-$28.9K
2,205
+2%
建仓
—
WHEELS UP EXPERIENCE I COM CL
+$26.8K
25,000
减持
—
ALLIANCE BERNSTEIN HOLDING L.P
-$26.7K
7,658
-14%
增持
NSRGY
NESTLE SA SPONSORED ADR
-$23.7K
18,290
+1%
增持
SRE
SEMPRA ENERGY
+$22.7K
4,481
+1%
增持
ELV
ELEVANCE HEALTH INC
+$19.2K
926
+18%
减持
CVS
CVS HEALTH CORP COM
+$18.2K
20,853
-1%
减持
ALL
ALLSTATE CORP COM
-$17.5K
2,110
-1%
增持
CET
CENTRAL SECS CORP
+$17.0K
5,854
+0%
减持
TXN
TEXAS INSTRS INC COM
+$16.2K
1,225
-8%
增持
—
SENSEONICS HLDGS INC COM
-$15.4K
176,950
+16%
增持
—
ACCENTURE PLC
-$15.3K
1,446
+1%
减持
NKE
NIKE INC CL B
+$10.8K
3,103
-6%
清仓
AMRN
AMARIN CORP PLC SPONS ADR NEW
-$9.9K
0
-100%
增持
RHHBY
ROCHE HOLDINGS LTD - SPON ADR
+$5.6K
5,817
+3%
增持
—
AMDOCS LTD
+$5.3K
17,725
+1%
减持
WFC
WELLS FARGO & CO NEW
+$2.0K
3,682
-10%
