Titelia

Holdings of BECK MACK & OLIVER LLC

167 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 46.9 % of the equity sleeve

Sector breakdown

  • Financials 28.5 %
  • Industrials 16.7 %
  • Communication 8.0 %
  • Health care 6.3 %
  • Technology 6.0 %
  • Consumer discretionary 4.4 %
  • Consumer staples 1.7 %
  • Energy 0.9 %
  • Utilities 0.4 %
  • Materials 0.2 %
  • Funds 0.1 %
  • Unattributed 26.7 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.2 %
  • IL 0.7 %
  • TW 0.0 %
  • CH 0.0 %
  • GB 0.0 %
  • NL 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US1624.7B $99.23 %
2IL131.7M $0.67 %
3TW11.8M $0.04 %
4CH11.7M $0.04 %
5GB11.2M $0.03 %
6NL1262.8K $0.01 %

Positions

RankCompanySharesValueWeight
1Apollo Global Management Inc 2,764,959308.1M $
2Alphabet Inc 920,938264.2M $
3Blackstone Inc 2,259,068259.8M $
4Arthur J Gallagher & Co 1,062,566230.1M $
5Sunbelt Rentals Holdings Inc 3,377,221219.8M $
6Microsoft Corp 556,336205.9M $
7Ferguson Enterprises Inc 832,656194.2M $
8Charles Schwab Corp/The 2,043,395192M $
9Somnigroup International Inc 2,409,447178.1M $
10RadNet Inc 3,166,192177M $
11Labcorp Holdings Inc 616,631164.5M $
12Zurn Elkay Water Solutions Corp 3,497,990156.8M $
13Credit Acceptance Corp 308,984130.8M $
14Waters Corp 432,206128.7M $
15American Express Co 407,989123.4M $
16Hilton Worldwide Holdings Inc 394,548120M $
17CoStar Group Inc 2,926,975118.1M $
18JPMorgan Chase & Co 387,735114.1M $
19Abbott Laboratories 935,42796M $
20Matador Resources Co 1,358,53285.8M $
21Globalstar Inc 1,117,11974.2M $
22Alphabet Inc 242,59469.8M $
23Rush Enterprises Inc 957,62263.3M $
24Roper Technologies Inc 163,15257.7M $
25Westinghouse Air Brake Technologies Corp 229,16257.3M $
26Johnson & Johnson 214,15452.3M $
27Jefferies Financial Group Inc 1,223,10250.5M $
28Mastercard Inc 96,05348M $
29Blue Owl Capital Inc 5,251,47847.9M $
30Amazon.com Inc 228,39547.6M $
31Berkshire Hathaway Inc 89,07842.7M $
32QUALCOMM Inc 329,71542.5M $
33Markel Group Inc 19,61137.5M $
34Walmart Inc 289,09735.9M $
35Warner Bros Discovery Inc 1,209,02033.2M $
36Teva Pharmaceutical Industries Ltd 1,051,70031.7M $
37Enterprise Products Partners LP 817,04630.9M $
38Williams Cos Inc/The 424,13530.9M $
39Union Pacific Corp 126,69730.7M $
40Apple Inc 116,51729.6M $
41Lowe's Cos Inc 122,08028.8M $
42Hubbell Inc 48,83724M $
43Duke Energy Corp 125,10516.4M $
44Ares Management Corp 117,55012.8M $
45Sysco Corp 179,60612.8M $
46Park Aerospace Corp 422,97411.6M $
47Verizon Communications Inc 225,49211.3M $
48Smith Douglas Homes Corp 850,59310.9M $
49Merck & Co Inc 89,61910.8M $
50Costco Wholesale Corp 10,50610.5M $
51FedEx Corp 26,9149.6M $
52Baldwin Insurance Group Inc/The 427,0859.4M $
53Fortrea Holdings Inc 947,7488.9M $
54Sherwin-Williams Co/The 26,4258.5M $
55Dover Corp 39,1618.2M $
56Procter & Gamble Co/The 55,3708M $
57Exxon Mobil Corp 45,5777.7M $
581stdibs.com Inc 1,298,2617.1M $
59CRIMSON WINE GROUP LTD 1,513,4726.7M $
60Home Depot Inc/The 19,4046.4M $
61Cooper Cos Inc/The 75,0005.4M $
62SPDR Gold Shares 11,3154.9M $
63Progressive Corp/The 24,2144.8M $
64Visa Inc 15,6934.7M $
65Kimberly-Clark Corp 43,1984.2M $
66Rocket Cos Inc 285,0004.1M $
67KKR & Co Inc 42,9904M $
68Armstrong World Industries Inc 22,5993.7M $
69Chevron Corp 17,9723.7M $
70PepsiCo Inc 23,2223.6M $
71Vitesse Energy Inc 198,2923.6M $
72M&T Bank Corp 16,2513.4M $
73Townsquare Media Inc 614,6523.3M $
74Automatic Data Processing Inc 15,4833.1M $
75AbbVie Inc 14,2293.1M $
76Kinsale Capital Group Inc 9,0003.1M $
77Deere & Co 5,3003M $
78Globe Life Inc 21,1252.9M $
79iShares Core S&P 500 ETF 4,4072.9M $
80Marriott International Inc/MD 7,7152.5M $
81Pfizer Inc 88,1262.5M $
82TJX Cos Inc/The 13,5512.2M $
83NVIDIA Corp 12,0212.1M $
84RTX Corp 10,7152.1M $
85General Electric Co 7,2622.1M $
86GE Vernova Inc 2,1661.9M $
87Taiwan Semiconductor Manufacturing Co Ltd 5,4271.8M $
88Nestle SA 17,5701.7M $
89US Bancorp 32,1891.7M $
90Coca-Cola Co/The 21,5791.6M $
91Advanced Drainage Systems Inc 11,6621.6M $
92Loar Holdings Inc 27,0001.5M $
93Vanguard S&P 500 ETF 2,3191.4M $
94NextEra Energy Inc 14,8271.4M $
95Fastenal Co 28,6401.3M $
96Public Service Enterprise Group Inc 16,4001.3M $
97Altria Group, Inc. 18,8961.2M $
98Edwards Lifesciences Corp 15,1201.2M $
99Shell PLC 12,9471.2M $
100Meta Platforms Inc 2,0441.2M $