BECK MACK & OLIVER LLC
NEW YORK NY · SEC CIK 0000010742
$48.49亿2026Q1 申报市值
195持仓数
46.0%前十大占比 · 第一大 6.4%
13 / 12新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SUNB 新建仓+$2.20亿
AJG 加仓+$3,974.39万
CSGP 加仓+$2,832.21万
ALC 加仓+$1,371.97万
BX 加仓+$1,260.91万
2026Q1 卖出最多 按季末市值估算
ASHTEAD GROUP PL 清仓-$2.38亿
ROP 减仓-$2,404.24万
OWL 减仓-$2,296.57万
GOOG 减仓-$2,234.18万
WARNER BROS DISC 减仓-$1,817.03万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| APO | APOLLO GLOBAL MGMT INC | $3.08亿 | 6.35% | 2,764,959 | 383 | 0.0% | $4.27万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $2.64亿 | 5.45% | 920,938 | -77,884 | -7.8% | -$2,234.18万 | 减仓 |
| BX | BLACKSTONE INC. | $2.60亿 | 5.36% | 2,259,068 | 109,654 | 5.1% | $1,260.91万 | 加仓 |
| AJG | GALLAGHER ARTHUR J | $2.30亿 | 4.75% | 1,062,566 | 183,507 | 20.9% | $3,974.39万 | 加仓 |
| SUNB | SUNBELT RENTALS HOLDING COMMON | $2.20亿 | 4.53% | 3,377,221 | 3,377,221 | — | $2.20亿 | 新建仓 |
| MSFT | MICROSOFT CORP | $2.06亿 | 4.25% | 556,336 | -11,240 | -2.0% | -$416.07万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC. | $1.94亿 | 4.01% | 832,656 | -10,822 | -1.3% | -$252.43万 | 减仓 |
| SCHW | SCHWAB CHARLES CP NEW COM | $1.92亿 | 3.96% | 2,043,395 | -21,503 | -1.0% | -$202.09万 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL COM | $1.78亿 | 3.67% | 2,409,447 | 85,832 | 3.7% | $634.47万 | 加仓 |
| RDNT | RADNET INC COM | $1.77亿 | 3.65% | 3,166,192 | -65,259 | -2.0% | -$364.73万 | 减仓 |
| LH | LABCORP HOLDINGS | $1.65亿 | 3.39% | 616,631 | -10,406 | -1.7% | -$277.64万 | 减仓 |
| ZWS | ZURN ELKAY WATER SOLUTIONS COR | $1.57亿 | 3.23% | 3,497,990 | -87,859 | -2.5% | -$393.96万 | 减仓 |
| CACC | CREDIT ACCEP CORP MICH COM | $1.31亿 | 2.70% | 308,984 | -1,364 | -0.4% | -$57.76万 | 减仓 |
| WAT | WATERS CORPORATION | $1.29亿 | 2.65% | 432,206 | 41,551 | 10.6% | $1,237.39万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $1.23亿 | 2.54% | 407,989 | -1,520 | -0.4% | -$45.98万 | 减仓 |
| HLT | HILTON WORLDWIDE HOLDINGS INC | $1.20亿 | 2.47% | 394,548 | -16,004 | -3.9% | -$486.65万 | 减仓 |
| CSGP | COSTAR GROUP INC. | $1.18亿 | 2.43% | 2,926,975 | 702,086 | 31.6% | $2,832.21万 | 加仓 |
| JPM | JPMORGAN CHASE & CO. | $1.14亿 | 2.35% | 387,735 | -9,239 | -2.3% | -$271.77万 | 减仓 |
| ABT | ABBOTT LABS | $9,604.03万 | 1.98% | 935,427 | 60,698 | 6.9% | $623.19万 | 加仓 |
| MTDR | MATADOR RES CO COM | $8,583.21万 | 1.77% | 1,358,532 | -73,792 | -5.2% | -$466.22万 | 减仓 |
| GSAT | GLOBALSTAR INC | $7,419.90万 | 1.53% | 1,117,119 | -22,032 | -1.9% | -$146.34万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $6,976.03万 | 1.44% | 242,594 | -38,524 | -13.7% | -$1,107.79万 | 减仓 |
| RUSHA | RUSH ENTERPRISES INC CL A | $6,330.84万 | 1.31% | 957,622 | -26,274 | -2.7% | -$173.70万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC COM | $5,773.31万 | 1.19% | 163,152 | -67,943 | -29.4% | -$2,404.24万 | 减仓 |
| WAB | WABTEC CORPORATION | $5,726.99万 | 1.18% | 229,162 | -1,811 | -0.8% | -$45.26万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $5,234.79万 | 1.08% | 214,154 | -5,540 | -2.5% | -$135.42万 | 减仓 |
| JEF | JEFFERIES FINANCIAL GROUP | $5,047.74万 | 1.04% | 1,223,102 | -9,195 | -0.7% | -$37.95万 | 减仓 |
| MA | MASTERCARD INC CL A | $4,799.39万 | 0.99% | 96,053 | 178 | 0.2% | $8.89万 | 加仓 |
| OWL | BLUE OWL CAPITAL INC COM CL A | $4,794.60万 | 0.99% | 5,251,478 | -2,515,415 | -32.4% | -$2,296.57万 | 减仓 |
| AMZN | AMAZON.COM INC | $4,756.79万 | 0.98% | 228,395 | 21,036 | 10.1% | $438.12万 | 加仓 |
| BRK/B | BERKSHIRE HATHAW.CLB | $4,268.63万 | 0.88% | 89,078 | -3,089 | -3.4% | -$148.03万 | 减仓 |
| QCOM | QUALCOMM INC COM | $4,246.07万 | 0.88% | 329,715 | 3,707 | 1.1% | $47.74万 | 加仓 |
| MKL | MARKEL GROUP INC. | $3,753.68万 | 0.77% | 19,611 | -1,990 | -9.2% | -$380.90万 | 减仓 |
| WMT | WAL MART INC. | $3,592.90万 | 0.74% | 289,097 | -4,200 | -1.4% | -$52.20万 | 减仓 |
| — | WARNER BROS DISCOVERY INC COM | $3,319.97万 | 0.68% | 1,209,020 | -661,700 | -35.4% | -$1,817.03万 | 减仓 |
| BN | BROOKFIELD CORP CL A LMT VTG S | $3,253.73万 | 0.67% | 803,985 | -38,013 | -4.5% | -$153.84万 | 减仓 |
| — | TEVA PHARMAC.IND.ADR | $3,167.72万 | 0.65% | 1,051,700 | -4,800 | -0.5% | -$14.46万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS LP | $3,091.70万 | 0.64% | 817,046 | 21,964 | 2.8% | $83.11万 | 加仓 |
| WMB | WILLIAMS COS INC DEL | $3,086.85万 | 0.64% | 424,135 | -2,550 | -0.6% | -$18.56万 | 减仓 |
| UNP | UNION PAC CORP | $3,073.92万 | 0.63% | 126,697 | -709 | -0.6% | -$17.20万 | 减仓 |
| AAPL | APPLE INC COM | $2,957.08万 | 0.61% | 116,517 | -883 | -0.8% | -$22.41万 | 减仓 |
| LOW | LOWES COS INC COM | $2,884.51万 | 0.59% | 122,080 | -16,974 | -12.2% | -$401.06万 | 减仓 |
| HUBB | HUBBELL INC COM | $2,396.63万 | 0.49% | 48,837 | -400 | -0.8% | -$19.63万 | 减仓 |
| ENB | ENBRIDGE INC COM | $1,734.08万 | 0.36% | 320,296 | -4,144 | -1.3% | -$22.44万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $1,638.12万 | 0.34% | 125,105 | 40 | 0.0% | $5,238 | 加仓 |
| ALC | ALCON INC ORD SHS | $1,575.42万 | 0.32% | 209,080 | 182,080 | 674.4% | $1,371.97万 | 加仓 |
| NTR | NUTRIEN LTD COM | $1,365.15万 | 0.28% | 180,910 | -5,730 | -3.1% | -$43.24万 | 减仓 |
| ARES | ARES MGMT L P COM UNIT RP IN | $1,282.47万 | 0.26% | 117,550 | 40,984 | 53.5% | $447.14万 | 加仓 |
| SYY | SYSCO CORP COM | $1,281.13万 | 0.26% | 179,606 | -1,105 | -0.6% | -$7.88万 | 减仓 |
| PKE | PARK AEROSPACE CORP. | $1,158.10万 | 0.24% | 422,974 | -244,912 | -36.7% | -$670.57万 | 减仓 |
| VZ | VERIZON COMM. | $1,131.97万 | 0.23% | 225,492 | 5,371 | 2.4% | $26.96万 | 加仓 |
| — | SMITH DOUGLAS HOMES CO COM SHS | $1,088.76万 | 0.22% | 850,593 | 34,146 | 4.2% | $43.71万 | 加仓 |
| MRK | MERCK & CO INC | $1,078.03万 | 0.22% | 89,619 | -8,307 | -8.5% | -$99.93万 | 减仓 |
| COST | COSTCO WHSL CORP NEW | $1,046.81万 | 0.22% | 10,506 | -5 | -0.0% | -$4,982 | 减仓 |
| FDX | FEDEX CORP | $958.62万 | 0.20% | 26,914 | -1,500 | -5.3% | -$53.43万 | 减仓 |
| BWIN | THE BALDWIN INSURANCE COM CL A | $937.02万 | 0.19% | 427,085 | 137,310 | 47.4% | $301.26万 | 加仓 |
| FTRE | FORTREA HOLDINGS INC. | $892.78万 | 0.18% | 947,748 | 143,097 | 17.8% | $134.80万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO COM | $847.05万 | 0.17% | 26,425 | -2,185 | -7.6% | -$70.04万 | 减仓 |
| DOV | DOVER CORP | $816.31万 | 0.17% | 39,161 | -10,833 | -21.7% | -$225.81万 | 减仓 |
| PG | PROCTER & GAMBLE | $799.76万 | 0.16% | 55,370 | 3,432 | 6.6% | $49.57万 | 加仓 |
| — | EXXON MOBIL CORP | $773.27万 | 0.16% | 45,577 | -260 | -0.6% | -$4.41万 | 减仓 |
| — | 1STDIBS COM INC COM | $714.04万 | 0.15% | 1,298,261 | -652,217 | -33.4% | -$358.72万 | 减仓 |
| — | CRIMSON WINE GROUP LTD COM | $667.44万 | 0.14% | 1,513,472 | -8,500 | -0.6% | -$3.75万 | 减仓 |
| HD | HOME DEPOT INC COM | $638.18万 | 0.13% | 19,404 | 0 | 0.0% | — | 不变 |
| COO | COOPER COS INC COM NEW | $536.25万 | 0.11% | 75,000 | 34,000 | 82.9% | $243.10万 | 加仓 |
| GLD | SPDR GOLD TRUST | $486.87万 | 0.10% | 11,315 | 0 | 0.0% | — | 不变 |
| AXS | AXIS CAP.HOLDGS.LTD. | $483.53万 | 0.10% | 47,681 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP OHIO | $480.02万 | 0.10% | 24,214 | -250 | -1.0% | -$4.96万 | 减仓 |
| V | VISA INC COM CL A | $474.29万 | 0.10% | 15,693 | -123 | -0.8% | -$3.72万 | 减仓 |
| KMB | KIMBERLY CLARK CORP | $416.73万 | 0.09% | 43,198 | -400 | -0.9% | -$3.86万 | 减仓 |
| RKT | ROCKET COS INC COM CL A | $406.12万 | 0.08% | 285,000 | 20,000 | 7.5% | $28.50万 | 加仓 |
| BAM | BROOKFIELD ASSET MANAG CL A LM | $399.01万 | 0.08% | 89,766 | -4,362 | -4.6% | -$19.39万 | 减仓 |
| KKR | KKR & CO INC. | $397.66万 | 0.08% | 42,990 | -12,230 | -22.1% | -$113.13万 | 减仓 |
| AWI | ARMSTRONG WORLD INDS I COM | $372.43万 | 0.08% | 22,599 | -4,400 | -16.3% | -$72.51万 | 减仓 |
| CVX | CHEVRON CORPORATION | $371.84万 | 0.08% | 17,972 | -30 | -0.2% | -$6,207 | 减仓 |
| PEP | PEPSICO INC COM | $360.61万 | 0.07% | 23,222 | 1,984 | 9.3% | $30.81万 | 加仓 |
| VTS | VITESSE ENERGY INC | $360.10万 | 0.07% | 198,292 | -1,881 | -0.9% | -$3.42万 | 减仓 |
| MTB | M & T BK CORP | $335.94万 | 0.07% | 16,251 | 0 | 0.0% | — | 不变 |
| — | TOWNSQUARE MEDIA INC CL A | $333.76万 | 0.07% | 614,652 | -458,948 | -42.7% | -$249.21万 | 减仓 |
| ADP | AUTOM.DATA PROCESSING | $314.58万 | 0.06% | 15,483 | -10,300 | -39.9% | -$209.28万 | 减仓 |
| LIN | LINDE PLC COM | $309.65万 | 0.06% | 6,246 | -2,045 | -24.7% | -$101.38万 | 减仓 |
| ABBV | ABBVIE INC. COM | $309.47万 | 0.06% | 14,229 | -4,000 | -21.9% | -$87.00万 | 减仓 |
| KNSL | KINSALE CAP GROUP INC COM | $307.49万 | 0.06% | 9,000 | 9,000 | — | $307.49万 | 新建仓 |
| DE | DEERE & CO COM | $298.55万 | 0.06% | 5,300 | 0 | 0.0% | — | 不变 |
| GL | GLOBE LIFE INC COM | $294.00万 | 0.06% | 21,125 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES S&P 500 INDEX FUND | $287.87万 | 0.06% | 4,407 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOT INTERNATIONAL INC CL A | $252.33万 | 0.05% | 7,715 | 7,715 | — | $252.33万 | 新建仓 |
| PFE | PFIZER INC | $247.46万 | 0.05% | 88,126 | -500 | -0.6% | -$1.40万 | 减仓 |
| TJX | TJX COS INC NEW COM | $216.41万 | 0.04% | 13,551 | -70 | -0.5% | -$1.12万 | 减仓 |
| NVDA | NVIDIA CORP COM | $209.65万 | 0.04% | 12,021 | -160 | -1.3% | -$2.79万 | 减仓 |
| RTX | RTX CORP. | $206.69万 | 0.04% | 10,715 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $206.07万 | 0.04% | 7,262 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC COM | $189.07万 | 0.04% | 2,166 | 251 | 13.1% | $21.91万 | 加仓 |
| — | CAPITAL WORLD GROWTH & COM | $183.72万 | 0.04% | 26,108 | 72 | 0.3% | $5,067 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR-SP ADR | $183.41万 | 0.04% | 5,427 | 0 | 0.0% | — | 不变 |
| NSRGY | NESTLE SA SPONSORED ADR | $174.12万 | 0.04% | 17,570 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP DEL COM | $167.41万 | 0.03% | 32,189 | 25,536 | 383.8% | $132.81万 | 加仓 |
| KO | COCA-COLA CO | $164.11万 | 0.03% | 21,579 | 3,443 | 19.0% | $26.18万 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC COM | $159.92万 | 0.03% | 11,662 | 1,219 | 11.7% | $16.72万 | 加仓 |
| LOAR | LOAR HOLDINGS INC. | $154.68万 | 0.03% | 27,000 | 22,000 | 440.0% | $126.04万 | 加仓 |