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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 138 项
建仓 13
增持 36
减持 77
清仓 12
方向
标的
Δ市值
现股数(环比)
清仓
—
ASHTEAD GROUP PLC SHS
-$238.3M
0
-100%
建仓
SUNB
SUNBELT RENTALS HOLDING COMMON
+$219.8M
3,377,221
增持
APO
APOLLO GLOBAL MGMT INC
-$92.1M
2,764,959
+0%
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
BX
BLACKSTONE INC.
-$71.5M
2,259,068
+5%
减持
MSFT
MICROSOFT CORP
-$68.6M
556,336
-2%
减持
OWL
BLUE OWL CAPITAL INC COM CL A
-$68.1M
5,251,478
-32%
减持
RDNT
RADNET INC COM
-$53.6M
3,166,192
-2%
减持
—
ALPHABET INC CAP STK CL C
-$49.3M
920,938
-8%
减持
ROP
ROPER TECHNOLOGIES INC COM
-$45.1M
163,152
-29%
增持
—
COSTAR GROUP INC.
-$31.5M
2,926,975
+32%
增持
SGI
SOMNIGROUP INTERNATIONAL COM
-$29.3M
2,409,447
+4%
减持
AXP
AMERICAN EXPRESS CO
-$28.1M
407,989
-0%
减持
JEF
JEFFERIES FINANCIAL GROUP
-$25.9M
1,223,102
-1%
减持
MTDR
MATADOR RES CO COM
+$25.0M
1,358,532
-5%
减持
WBD
WARNER BROS DISCOVERY INC COM
-$20.7M
1,209,020
-35%
增持
WAT
WATERS CORPORATION
-$19.7M
432,206
+11%
减持
—
ALPHABET INC CAP STK CL A
-$18.2M
242,594
-14%
减持
SCHW
SCHWAB CHARLES CP NEW COM
-$14.3M
2,043,395
-1%
减持
JPM
JPMORGAN CHASE & CO.
-$13.9M
387,735
-2%
增持
—
ALCON INC ORD SHS
+$13.6M
209,080
+674%
增持
ABT
ABBOTT LABS
-$13.6M
935,427
+7%
增持
QCOM
QUALCOMM INC COM
-$13.3M
329,715
+1%
减持
RUSHA
RUSH ENTERPRISES INC CL A
+$10.2M
957,622
-3%
减持
ZWS
ZURN ELKAY WATER SOLUTIONS COR
-$9.9M
3,497,990
-2%
减持
MKL
MARKEL GROUP INC.
-$8.9M
19,611
-9%
减持
WAB
WABTEC CORPORATION
+$8.0M
229,162
-1%
减持
LH
LABCORP HOLDINGS
+$7.2M
616,631
-2%
减持
JNJ
JOHNSON & JOHNSON
+$6.9M
214,154
-3%
减持
CACC
CREDIT ACCEP CORP MICH COM
-$6.8M
308,984
-0%
增持
MA
MASTERCARD INC CL A
-$6.7M
96,053
+0%
减持
FERG
FERGUSON ENTERPRISES INC.
+$6.4M
832,656
-1%
减持
BN
BROOKFIELD CORP CL A LMT VTG S
-$6.1M
803,985
-5%
增持
EPD
ENTERPRISE PRODS PARTNERS LP
+$5.4M
817,046
+3%
减持
WMB
WILLIAMS COS INC DEL
+$5.2M
424,135
-1%
增持
FTRE
FORTREA HOLDINGS INC.
-$5.0M
947,748
+18%
减持
LOW
LOWES COS INC COM
-$4.7M
122,080
-12%
减持
GSAT
GLOBALSTAR INC
+$4.7M
1,117,119
-2%
减持
DIBS
1STDIBS COM INC COM
-$4.5M
1,298,261
-33%
减持
BRK/B
BERKSHIRE HATHAW.CLB
-$3.6M
89,078
-3%
减持
ADP
AUTOM.DATA PROCESSING
-$3.5M
15,483
-40%
减持
WMT
WAL MART INC.
+$3.3M
289,097
-1%
建仓
KNSL
KINSALE CAP GROUP INC COM
+$3.1M
9,000
减持
KKR
KKR & CO INC.
-$3.1M
42,990
-22%
增持
SDHC
SMITH DOUGLAS HOMES CO COM SHS
-$2.8M
850,593
+4%
减持
PKE
PARK AEROSPACE CORP.
-$2.7M
422,974
-37%
增持
AJG
GALLAGHER ARTHUR J
+$2.6M
1,062,566
+21%
建仓
MAR
MARRIOT INTERNATIONAL INC CL A
+$2.5M
7,715
增持
BWIN
THE BALDWIN INSURANCE COM CL A
+$2.4M
427,085
+47%
增持
VZ
VERIZON COMM.
+$2.4M
225,492
+2%
减持
AAPL
APPLE INC COM
-$2.3M
116,517
-1%
减持
FISV
FISERV INC COM
-$2.3M
7,955
-81%
减持
—
EXXON MOBIL CORP
+$2.2M
45,577
-1%
减持
TSQ
TOWNSQUARE MEDIA INC CL A
-$2.2M
614,652
-43%
减持
NTR
NUTRIEN LTD COM
+$2.1M
180,910
-3%
减持
HUBB
HUBBELL INC COM
+$2.1M
48,837
-1%
减持
—
HILTON WORLDWIDE HOLDINGS INC
+$2.0M
394,548
-4%
增持
COO
COOPER COS INC COM NEW
+$2.0M
75,000
+83%
减持
BNY
BANK NEW YORK MELLON CORP
-$1.9M
7,705
-68%
清仓
—
MERCHANTS BANCORP IND 6 FXD P
-$1.8M
0
-100%
减持
—
ENBRIDGE INC COM
+$1.8M
320,296
-1%
增持
—
DUKE ENERGY CORP NEW COM NEW
+$1.7M
125,105
+0%
清仓
CVS
CVS HEALTH CORP COM
-$1.7M
0
-100%
减持
DOV
DOVER CORP
-$1.6M
39,161
-22%
减持
DHR
DANAHER CORP DEL
-$1.5M
1,995
-76%
清仓
—
AMDOCS LTD
-$1.4M
0
-100%
减持
AMGN
AMGEN INC COM
-$1.4M
624
-88%
减持
—
ARMSTRONG WORLD INDS I COM
-$1.4M
22,599
-16%
减持
COST
COSTCO WHSL CORP NEW
+$1.4M
10,506
-0%
减持
FDX
FEDEX CORP
+$1.4M
26,914
-5%
增持
USB
US BANCORP DEL COM
+$1.3M
32,189
+384%
减持
TEVA
TEVA PHARMAC.IND.ADR
-$1.3M
1,051,700
-0%
减持
UNP
UNION PAC CORP
+$1.3M
126,697
-1%
增持
LOAR
LOAR HOLDINGS INC.
+$1.2M
27,000
+440%
减持
—
ABBVIE INC. COM
-$1.1M
14,229
-22%
增持
RKT
ROCKET COS INC COM CL A
-$1.1M
285,000
+8%
减持
CVX
CHEVRON CORPORATION
+$974.7K
17,972
-0%
减持
BAM
BROOKFIELD ASSET MANAG CL A LM
-$941.3K
89,766
-5%
减持
V
VISA INC COM CL A
-$803.9K
15,693
-1%
清仓
ORCL
ORACLE CORP COM
-$802.4K
0
-100%
建仓
VLO
VALERO ENERGY CORP NEW COM
+$801.0K
3,242
减持
SHW
SHERWIN WILLIAMS CO COM
-$800.0K
26,425
-8%
增持
GS
GOLDMAN SACHS GROUP
+$792.2K
1,219
+348%
减持
CWGL
CRIMSON WINE GROUP LTD COM
-$783.3K
1,513,472
-1%
减持
PGR
PROGRESSIVE CORP OHIO
-$770.8K
24,214
-1%
增持
GEV
GE VERNOVA INC COM
+$639.1K
2,166
+13%
建仓
PRPFX
PERMANENT PORTFOLIO FD PERM PO
+$635.6K
8,106
增持
PEP
PEPSICO INC COM
+$558.1K
23,222
+9%
增持
PG
PROCTER & GAMBLE
+$554.4K
55,370
+7%
建仓
CL
COLGATE PALMOLIVE CO
+$553.7K
6,496
减持
SYY
SYSCO CORP COM
-$505.3K
179,606
-1%
建仓
INTU
INTUIT COM
+$500.3K
1,157
减持
MRK
MERCK & CO INC
+$472.6K
89,619
-8%
增持
ARES
ARES MGMT L P COM UNIT RP IN
+$449.3K
117,550
+54%
减持
—
LINDE PLC COM
-$438.7K
6,246
-25%
清仓
SRE
SEMPRA ENERGY
-$401.8K
0
-100%
增持
KO
COCA-COLA CO
+$373.2K
21,579
+19%
清仓
SSHFX
SOUND SHORE FD INC INV CL
-$363.2K
0
-100%
建仓
LGND
LIGAND PHARM. CLB (RESTRICTED)
+$338.2K
1,694
建仓
APD
AIR PRODUCTS & CHEMICALS INC
+$309.4K
1,065
减持
TOST
TOAST INC CL A
-$304.6K
16,534
-21%
清仓
RHHBY
ROCHE HOLDINGS LTD - SPON ADR
-$300.0K
0
-100%
增持
AMZN
AMAZON.COM INC
-$294.8K
228,395
+10%
减持
PFE
PFIZER INC
+$267.8K
88,126
-1%
减持
CMCSA
COMCAST CORP CL A
-$266.0K
22,717
-26%
减持
MS
MORGAN STANLEY
-$264.5K
5,000
-18%
建仓
—
ASML HOLDING N V NY REG SHS
+$262.8K
199
建仓
—
KRATOS DEFENSE & SEC S COM NEW
+$261.7K
3,712
减持
VTS
VITESSE ENERGY INC
-$254.3K
198,292
-1%
减持
KMB
KIMBERLY CLARK CORP
-$231.3K
43,198
-1%
清仓
BKNG
BOOKING HLDGS INC COM
-$230.3K
0
-100%
清仓
ADSK
AUTODESK INC
-$219.0K
0
-100%
清仓
—
CONSTELLATION SOFTWARE INC (B1
-$211.7K
0
-100%
建仓
—
KINDER MORGAN INC DEL COM
+$202.9K
6,050
减持
IDXX
IDEXX LABS INC COM
-$202.0K
700
-20%
减持
VOO
VANGUARD INDEX FDS S&P 500 ETF
-$194.0K
2,319
-8%
减持
—
META PLATFORMS INC CL A
-$193.0K
2,044
-1%
减持
LAMR
LAMAR ADVERTISING CO
-$189.6K
3,500
-30%
减持
NEE
NEXTERA ENERGY INC.
+$186.7K
14,827
-0%
减持
NVDA
NVIDIA CORP COM
-$175.3K
12,021
-1%
增持
KHC
KRAFT HEINZ CO COM
+$172.1K
40,000
+33%
建仓
IAUX
I-80 GOLD CORP COM
+$152.0K
100,000
减持
—
ACCENTURE PLC
-$136.1K
1,270
-12%
减持
TSLA
TESLA INC COM
-$115.1K
900
-10%
减持
ELV
ELEVANCE HEALTH INC
-$96.1K
801
-15%
增持
IBM
INTL. BUSINESS MACHINES
-$91.4K
1,701
+0%
增持
WMS
ADVANCED DRAIN SYS INC COM
+$86.8K
11,662
+12%
增持
PAYX
PAYCHEX INC
+$79.8K
5,737
+43%
减持
TJX
TJX COS INC NEW COM
+$71.8K
13,551
-1%
增持
DIS
DISNEY WALT CO
-$68.8K
4,527
+2%
减持
BAX
BAXTER INTL INC
-$50.0K
20,879
-0%
减持
SPY
STATE STREET SPDR S&P 500 ETF
-$48.8K
1,503
-0%
增持
MU
MICRON TECHNOLOGY
+$44.3K
835
+0%
增持
CWGIX
CAPITAL WORLD GROWTH & COM
-$24.6K
26,108
+0%
减持
VB
VANGUARD SMALL-CAP VIPERS
-$22.5K
830
-11%
增持
VFIAX
VANGUARD INDEX FDS 500INDEX AD
-$16.0K
799
+2%
清仓
—
BEAR CREEK MNG CORP COM
-$13.0K
0
-100%
增持
—
ONEX COPR SUB VTG (ONEXF)
+$3.5K
2,935
+16%
减持
INTC
INTEL CORP COM
-$692
5,008
-17%
