Beck Mack & Oliver
Beck Mack & Oliver reported 201 stocks worth $5.1B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are APO (6.2%), GOOG (5.5%) and BX (5.1%). Compared with Q1 2026, the fund opened new positions in SHC, XOM and FDXF, added to SGI, WAT and ABT, trimmed APO, GOOG and BX and sold out of XOM, CWGIX and PRPFX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  APO Apollo Global Mgmt Inc | $319M | 6.2% | 2.7M | −71K (−3%) | 8 of 8 | |
| 2 |  GOOG Alphabet Inc | $284M | 5.5% | 804K | −117K (−13%) | 8 of 8 | |
| 3 |  BX Blackstone Inc | $262M | 5.1% | 2.2M | −29K (−1%) | 8 of 8 | |
| 4 |  AJG Gallagher Arthur J & Co | $244M | 4.8% | 1.1M | No change | 8 of 8 | |
| 5 |  SUNB Sunbelt Rentals Holdings Inc | $237M | 4.6% | 3.2M | −209K (−6%) | 2 of 8 | |
| 6 |  MSFT Microsoft Corp | $204M | 4.0% | 546K | −10K (−2%) | 8 of 8 | |
| 7 |  RDNT Radnet Inc | $195M | 3.8% | 3.2M | No change | 8 of 8 | |
| 8 |  CACC Credit Accep Corp Mich | $195M | 3.8% | 306K | −3,001 (−1%) | 8 of 8 | |
| 9 |  SGI Somnigroup International Inc | $194M | 3.8% | 2.5M | +59K (+2%) | 6 of 8 | |
| 10 |  SCHW Schwab Charles Corp | $186M | 3.6% | 2M | −27K (−1%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $7.7M | 46K |
 CWGIX American Funds Capital World Growth & Income Fund Class A | $1.8M | 26K |
 PRPFX Permanent Portfolio FD Perm PO | $636K | 8,106 |
 AGTHX American Funds Growth Fund of Amer A | $604K | 8,170 |
 TT Trane Technologies PLC | $497K | 1,193 |
🔒 Free account: see all 9.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Beck Mack & Oliver 13F FAQ
What does Beck Mack & Oliver own?
Beck Mack & Oliver reported 201 stocks worth $5.1B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are APO (6.2%), GOOG (5.5%) and BX (5.1%). The table above lists every position in the filing (the top 10 without an account).
What did Beck Mack & Oliver buy and sell in Q2 2026?
Compared with Q1 2026: 15 new positions, 35 added to, 70 trimmed and 9 sold out. New positions include SHC, XOM and FDXF. It sold all of XOM, CWGIX and PRPFX.
When will Beck Mack & Oliver file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Beck Mack & Oliver's portfolio worth?
The Q2 2026 filing reports $5.1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.