BECK MACK & OLIVER LLC

CIK 0000010742 · Q2 2026

13F Equity AUM

$5.1B

+5.8% QoQ

Positions

199

+6 QoQ

AUM Rank

#838

Top 10%

Skill Alpha (FF)

-2.6%/yr^ns

No Clear Edge

Rank #6,484 · Top 78%

vs S&P -2.8%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 26.2%Top 10: 45.2%Top 20: 71.3%

APO6.2%

GOOG5.5%

BX5.1%

AJG4.8%

SUNBELT RENTALS HOLDING COMMON4.6%

MSFT4.0%

RDNT3.8%

CACC3.8%

TPD3.8%

SCHW3.6%

Others (189)54.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services35.5%

Healthcare16.2%

Industrials11.3%

Communication Services9.7%

Consumer Cyclical9.4%

Technology6.0%

Unclassified4.8%

Energy3.1%

Other4.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 199Median: 0.03%Avg: 0.50%

0–0.5%

156(8.1%)

0.5–1%

13(8.9%)

1–3%

16(24.3%)

3–5%

11(41.8%)

5%+

3(16.9%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 199vs 20 funds

0%Low

199

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New15Increased36Decreased79Exited9

New Positions

SHC0.2%

+552K

EXXONMOBIL HOLDINGS …0.1%

+45K

FEDEX FGHT HLDG CO I…0.0%

+13K

LMRI0.0%

+171K

ARXIS INC CL A COM0.0%

+23K

GLW0.0%

+1K

ARM0.0%

+1K

EGP0.0%

+3K

UNH0.0%

+493

NUE0.0%

+1K

Increased

ALC1.1%

+628K(+301%)

ABT2.0%

+188K(+20%)

TPD3.8%

+59K(+2%)

RKT0.1%

+28K(+10%)

ARES0.3%

+22K(+19%)

PPTA0.0%

+16K(+77%)

AMZN1.1%

+14K(+6%)

BN0.7%

+14K(+2%)

BWIN0.2%

+11K(+3%)

EPD0.6%

+7K(+1%)

Decreased

CSGP1.1%

-842,742(-29%)

OWL0.8%

-431,053(-8%)

PKE0.1%

-264,625(-63%)

WBD0.5%

-246,876(-20%)

SUNBELT RENTALS HOLD…4.6%

-208,565(-6%)

CWGL0.1%

-146,000(-10%)

TSQ0.1%

-141,252(-23%)

GOOG5.5%

-116,812(-13%)

FTRE0.3%

-112,990(-12%)

APO6.2%

-71,161(-3%)

Exited

-45,577

-26,108

-8,170

-2,205

KRATOS DEFENSE &…

-3,712

PRPFX

-8,106

ACN

-1,270

VFIAX

-799

-1,193

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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