Beck Mack & Oliver LLC Top Holdings and 13F Report (2024) → Biotech's Best Kept Secret: Potential 46,751% Gain (From Behind the Markets) (Ad) About Beck Mack & Oliver LLCInvestment ActivityBeck Mack & Oliver LLC has $4.93 billion in total holdings as of March 31, 2024.Beck Mack & Oliver LLC owns shares of 179 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 5.31% of the portfolio was purchased this quarter.About 0.83% of the portfolio was sold this quarter.This quarter, Beck Mack & Oliver LLC has purchased 183 new stocks and bought additional shares in 54 stocks.Beck Mack & Oliver LLC sold shares of 58 stocks and completely divested from 14 stocks this quarter.Largest Holdings Apollo Global Management $354,588,259Microsoft $328,202,848Blackstone $313,942,612Ashtead Group $217,844,221Enstar Group $215,935,937 Largest New Holdings this Quarter SMITH DOUGLAS HOMES CO COM SHS $4,218,261 HoldingVanEck Junior Gold Miners ETF $348,660 HoldingJacobs Solutions $343,125 HoldingFormula One Group $300,103 HoldingFormula One Group $236,422 Holding Largest Purchases this Quarter Ashtead Group 270,608 shares (about $19.27M)Amazon.com 104,160 shares (about $18.79M)Arthur J. Gallagher & Co. 54,295 shares (about $13.58M)Walmart 217,548 shares (about $13.09M)Rush Enterprises 240,777 shares (about $12.89M) Largest Sales this Quarter Teva Pharmaceutical Industries 538,723 shares (about $7.60M)Tricon Residential 566,941 shares (about $6.32M)Sherwin-Williams 9,684 shares (about $3.36M)Apple 13,689 shares (about $2.35M)Jefferies Financial Group 43,730 shares (about $1.93M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBeck Mack & Oliver LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAPOApollo Global Management$354,588,259$8,542,377 ▲2.5%3,153,2977.2%FinanceMSFTMicrosoft$328,202,848$6,895,180 ▲2.1%780,0986.7%Computer and TechnologyBXBlackstone$313,942,612$4,717,890 ▲1.5%2,389,7596.4%FinanceASHTFAshtead Group$217,844,221$19,268,643 ▲9.7%3,059,3954.4%IndustrialsESGREnstar Group$215,935,937$8,222,710 ▲4.0%694,8644.4%FinanceAJGArthur J. Gallagher & Co.$190,380,228$13,575,923 ▲7.7%761,3993.9%FinanceCACCCredit Acceptance$189,411,095$10,880,427 ▲6.1%343,4163.8%FinanceGOOGAlphabet$182,293,590$8,500,980 ▲4.9%1,197,2523.7%Computer and TechnologyRDNTRadNet$163,192,745$6,018,171 ▲3.8%3,353,7353.3%MedicalSCHWCharles Schwab$148,963,769$9,423,733 ▲6.8%2,059,2173.0%FinanceLHLaboratory Co. of America$129,895,313$9,905,202 ▲8.3%594,5952.6%MedicalROPRoper Technologies$118,077,814$2,501,352 ▲2.2%210,5372.4%Computer and TechnologyZWSZurn Elkay Water Solutions$111,701,205$10,702,200 ▲10.6%3,337,3532.3%Industrial ProductsOWLBlue Owl Capital$99,324,021$11,491,964 ▲13.1%5,266,3852.0%FinanceFTREFortrea$95,060,030$9,573,430 ▲11.2%2,368,2121.9%MedicalABTAbbott Laboratories$91,681,491$1,923,128 ▲2.1%806,6291.9%MedicalHLTHilton Worldwide$88,454,538$6,820,801 ▲8.4%414,6761.8%Consumer DiscretionaryJPMJPMorgan Chase & Co.$86,054,667$2,300,645 ▲2.7%429,6291.7%FinanceFERGFerguson$85,595,072$8,895,562 ▲11.6%391,8651.7%Industrial ProductsWATWaters$84,554,936$594,829 ▲0.7%245,6351.7%MedicalAXPAmerican Express$84,320,525$4,908,774 ▲6.2%370,3301.7%FinanceCSGPCoStar Group$83,843,197$9,073,831 ▲12.1%867,9421.7%Computer and TechnologyMTDRMatador Resources$80,702,475$9,932,970 ▲14.0%1,208,6641.6%Oils/EnergyFIFiserv$80,598,505$5,732,584 ▲7.7%504,3081.6%Business ServicesEPDEnterprise Products Partners$80,266,008$5,741,778 ▲7.7%2,750,7201.6%Oils/EnergyGOOGLAlphabet$79,988,785$595,419 ▼-0.7%529,9731.6%Computer and TechnologyJEFJefferies Financial Group$74,812,034$1,928,493 ▼-2.5%1,696,4181.5%FinanceBRK.BBerkshire Hathaway$72,021,741$1,920,939 ▼-2.6%171,2681.5%FinanceQCOMQUALCOMM$70,306,565$939,615 ▼-1.3%415,2781.4%Computer and TechnologySHWSherwin-Williams$62,645,949$3,363,550 ▼-5.1%180,3641.3%ConstructionRUSHARush Enterprises$54,350,256$12,886,385 ▲31.1%1,015,5131.1%Retail/WholesaleMAMastercard$50,011,309$2,413,137 ▲5.1%103,8511.0%Business ServicesMKLMarkel Group$47,698,398$54,773 ▼-0.1%31,3501.0%Multi-Sector ConglomeratesUNPUnion Pacific$43,262,284$696,474 ▼-1.6%175,9130.9%TransportationJNJJohnson & Johnson$42,148,460$1,098,155 ▼-2.5%266,4420.9%MedicalWABWestinghouse Air Brake Technologies$41,800,691$883,404 ▼-2.1%286,9350.8%TransportationLOWLowe's Companies$39,668,339$186,208 ▼-0.5%155,7270.8%Retail/WholesaleGSATGlobalstar$27,070,763$36,750 ▼-0.1%18,415,4850.5%Computer and TechnologyTEVATeva Pharmaceutical Industries$26,717,158$7,601,382 ▼-22.1%1,893,4910.5%MedicalBNBrookfield$24,655,317$184,228 ▼-0.7%588,8540.5%FinanceHUBBHubbell$22,240,039$905,224 ▼-3.9%53,5840.5%Industrial ProductsAMZNAmazon.com$22,114,831$18,788,434 ▲564.8%122,6010.4%Retail/WholesaleAAPLApple$20,539,751$2,347,395 ▼-10.3%119,7790.4%Computer and TechnologyWMTWalmart$19,907,967$13,089,863 ▲192.0%330,8620.4%Retail/WholesaleDOVDover$19,796,822$927,940 ▼-4.5%111,7270.4%Industrial ProductsWMBWilliams Companies$19,681,604$17,537 ▼-0.1%505,0450.4%Oils/EnergyWBDWarner Bros. Discovery$19,164,681$111,211 ▲0.6%2,195,2670.4%Consumer DiscretionaryMRKMerck & Co., Inc.$17,260,764$481,353 ▼-2.7%130,8130.3%MedicalPKEPark Aerospace$16,715,5950.0%1,005,1470.3%AerospaceSYYSysco$15,617,895$24,354 ▲0.2%192,3860.3%Consumer StaplesENBEnbridge$13,610,048$14,472 ▲0.1%376,1760.3%Oils/EnergyDUKDuke Energy$12,668,913$19,342 ▲0.2%130,9990.3%UtilitiesDIBS1stdibs.Com$11,850,334$510,772 ▲4.5%1,988,3110.2%Retail/WholesaleVZVerizon Communications$11,747,458$14,686 ▼-0.1%279,9680.2%Computer and TechnologyADPAutomatic Data Processing$10,758,799$9,789,808 ▲1,010.3%43,0800.2%Business ServicesCWGLCrimson Wine Group$10,679,771$13,317 ▲0.1%1,844,5200.2%Consumer StaplesNTRNutrien$9,762,7660.0%179,7600.2%Basic MaterialsFDXFedEx$9,317,459$121,691 ▼-1.3%32,1580.2%TransportationARESAres Management$9,214,849$37,899 ▲0.4%69,2950.2%FinanceTSQTownsquare Media$8,732,394$44,469 ▲0.5%795,3000.2%Consumer DiscretionaryPGProcter & Gamble$8,325,697$56,301 ▲0.7%51,3140.2%Consumer StaplesCOSTCostco Wholesale$7,567,134$36,631 ▼-0.5%10,3290.2%Retail/WholesaleKMBKimberly-Clark$6,926,434$12,935 ▼-0.2%53,5480.1%Consumer StaplesWMSAdvanced Drainage Systems$6,418,351$66,140 ▼-1.0%37,2640.1%ConstructionKKRKKR & Co. Inc.$6,252,6560.0%62,1660.1%FinanceXOMExxon Mobil$6,218,831$575,968 ▼-8.5%53,5000.1%Oils/EnergyHDHome Depot$5,825,733$197,170 ▼-3.3%15,1870.1%Retail/WholesaleVTSVitesse Energy$5,312,127$2,776 ▼-0.1%223,8570.1%Oils/EnergyABBVAbbVie$5,151,245$221,434 ▼-4.1%28,2880.1%MedicalBRK.ABerkshire Hathaway$5,075,5200.0%80.1%FinanceBAMBrookfield Asset Management$4,972,689$44,625 ▼-0.9%118,3410.1%FinanceSMITH DOUGLAS HOMES CO COM SHS$4,218,261$4,218,261 ▲New Holding142,0290.1%COMPGRProgressive$4,102,275$118,922 ▼-2.8%19,8350.1%FinancePEPPepsiCo$4,016,752$50,752 ▲1.3%22,9520.1%Consumer StaplesAWIArmstrong World Industries$3,724,8610.0%29,9860.1%ConstructionAXSAXIS Capital$3,565,112$78,024 ▼-2.1%54,8310.1%FinanceMTBM&T Bank$3,270,655$351,965 ▼-9.7%22,4880.1%FinanceLINDE PLC COM$3,192,2000.0%6,8750.1%COMVVisa$3,027,460$366,153 ▲13.8%10,8480.1%Business ServicesGLDSPDR Gold Shares$2,566,3570.0%12,4750.1%FinanceGLGlobe Life$2,458,3160.0%21,1250.0%FinancePFEPfizer$2,442,0000.0%88,0000.0%MedicalIVViShares Core S&P 500 ETF$2,217,0030.0%4,2170.0%ETFDEDeere & Company$2,135,8480.0%5,2000.0%Industrial ProductsDHRDanaher$1,982,777$451,494 ▼-18.5%7,9400.0%Multi-Sector ConglomeratesCVXChevron$1,878,052$15,774 ▼-0.8%11,9060.0%Oils/EnergySLBSchlumberger$1,792,287$16,443 ▼-0.9%32,7000.0%Oils/EnergyNSRGYNestlé$1,746,9900.0%16,4500.0%Consumer StaplesBKBank of New York Mellon$1,717,962$32,556 ▼-1.9%29,8150.0%FinanceBAXBaxter International$1,708,959$226,992 ▼-11.7%39,9850.0%MedicalCVSCVS Health$1,678,037$23,928 ▼-1.4%21,0390.0%Retail/WholesaleDOXAmdocs$1,566,654$7,320 ▲0.5%17,3360.0%Computer and TechnologyGEGeneral Electric$1,450,229$4,388 ▼-0.3%8,2620.0%TransportationEWEdwards Lifesciences$1,444,8670.0%15,1200.0%MedicalMTDMettler-Toledo International$1,384,542$266,258 ▼-16.1%1,0400.0%Computer and TechnologyHESHess$1,373,7600.0%9,0000.0%Oils/EnergyTJXTJX Companies$1,371,300$453,753 ▲49.5%13,5210.0%Retail/WholesaleCNICanadian National Railway$1,323,686$6,586 ▼-0.5%10,0500.0%TransportationNDSNNordson$1,317,7920.0%4,8000.0%Industrial ProductsVOOVanguard S&P 500 ETF$1,300,294$74,989 ▼-5.5%2,7050.0%ETFShowing largest 100 holdings. 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