Beck Mack & Oliver LLC
Annual return
—
SPY
—
Alpha
—
Invested
$4.8B
Holdings
195
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 2 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$APO
APOLLO GLOBAL MGMT INC
Q3 2025: Sold 1.6% (2.80M → 2.76M shares)
6.4%
02
$GOOG
ALPHABET INC CAP STK CL C
Q4 2025: Sold 6.9% (1.07M → 998.8k shares)
5.4%
03
$BX
BLACKSTONE INC.
Q3 2025: Sold 2.8% (2.22M → 2.15M shares)
5.4%
04
$AJG
GALLAGHER ARTHUR J
Q4 2025: Increased +19.8% (734.1k → 879.1k shares)
4.7%
05
$SUNB
SUNBELT RENTALS HOLDING COMMON
Held since at least Q1 2024
4.5%
06
$MSFT
MICROSOFT CORP
Q4 2025: Sold 1.2% (574.7k → 567.6k shares)
4.2%
07
$FERG
FERGUSON ENTERPRISES INC.
Q4 2025: Sold 0.6% (848.5k → 843.5k shares)
4.0%
08
$SCHW
SCHWAB CHARLES CP NEW COM
Q3 2025: Sold 1.9% (2.10M → 2.06M shares)
4.0%
09
$SGI
SOMNIGROUP INTERNATIONAL COM
Q3 2025: Sold 0.6% (2.34M → 2.32M shares)
3.7%
10
$RDNT
RADNET INC COM
Q4 2025: Sold 1.4% (3.28M → 3.23M shares)
3.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 09:26 UTC.