BECK MACK & OLIVER LLC
NEW YORK NY · SEC CIK 0000010742
$51.29亿2026Q2 申报市值
201持仓数
45.2%前十大占比 · 第一大 6.2%
15 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ALC 加仓+$4,217.07万
ABT 加仓+$1,706.82万
SHC 新建仓+$980.60万
XOM 新建仓+$614.38万
SGI 加仓+$462.86万
2026Q2 卖出最多 按季末市值估算
GOOG 减仓-$4,127.32万
CSGP 减仓-$2,386.65万
SUNB 减仓-$1,560.27万
FERG 减仓-$1,300.83万
HLT 减仓-$1,129.28万
2026Q2 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 | $3.19亿 | 6.21% | 2,693,798 | -71,161 | -2.6% | -$841.91万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $2.84亿 | 5.54% | 804,126 | -116,812 | -12.7% | -$4,127.32万 | 减仓 |
| BX | BLACKSTONE INC. | $2.62亿 | 5.12% | 2,230,056 | -29,012 | -1.3% | -$341.38万 | 减仓 |
| AJG | GALLAGHER ARTHUR J | $2.44亿 | 4.75% | 1,061,905 | -661 | -0.1% | -$15.17万 | 减仓 |
| SUNB | SUNBELT RENTALS HOLDING COMMON | $2.37亿 | 4.62% | 3,168,656 | -208,565 | -6.2% | -$1,560.27万 | 减仓 |
| MSFT | MICROSOFT CORP | $2.04亿 | 3.97% | 545,934 | -10,402 | -1.9% | -$388.02万 | 减仓 |
| RDNT | RADNET INC COM | $1.95亿 | 3.80% | 3,163,592 | -2,600 | -0.1% | -$16.03万 | 减仓 |
| CACC | CREDIT ACCEP CORP MICH COM | $1.95亿 | 3.80% | 305,983 | -3,001 | -1.0% | -$191.09万 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL COM | $1.94亿 | 3.77% | 2,468,485 | 59,038 | 2.5% | $462.86万 | 加仓 |
| SCHW | SCHWAB CHARLES CP NEW COM | $1.86亿 | 3.63% | 2,016,840 | -26,555 | -1.3% | -$245.02万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC. | $1.85亿 | 3.60% | 777,845 | -54,811 | -6.6% | -$1,300.83万 | 减仓 |
| ZWS | ZURN ELKAY WATER SOLUTIONS COR | $1.73亿 | 3.38% | 3,431,406 | -66,584 | -1.9% | -$336.45万 | 减仓 |
| LH | LABCORP HOLDINGS | $1.69亿 | 3.30% | 605,243 | -11,388 | -1.8% | -$318.86万 | 减仓 |
| WAT | WATERS CORPORATION | $1.63亿 | 3.17% | 434,149 | 1,943 | 0.4% | $72.87万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $1.37亿 | 2.66% | 403,799 | -4,190 | -1.0% | -$141.73万 | 减仓 |
| JPM | JPMORGAN CHASE & CO. | $1.23亿 | 2.39% | 374,875 | -12,860 | -3.3% | -$420.95万 | 减仓 |
| HLT | HILTON WORLDWIDE HOLDINGS INC | $1.19亿 | 2.32% | 360,375 | -34,173 | -8.7% | -$1,129.28万 | 减仓 |
| ABT | ABBOTT LABS | $1.02亿 | 1.99% | 1,123,527 | 188,100 | 20.1% | $1,706.82万 | 加仓 |
| GSAT | GLOBALSTAR INC | $8,977.18万 | 1.75% | 1,104,340 | -12,779 | -1.1% | -$103.88万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $7,971.77万 | 1.55% | 223,068 | -19,526 | -8.0% | -$697.80万 | 减仓 |
| RUSHA | RUSH ENTERPRISES INC CL A | $6,789.56万 | 1.32% | 930,268 | -27,354 | -2.9% | -$199.64万 | 减仓 |
| MTDR | MATADOR RES CO COM | $6,760.75万 | 1.32% | 1,358,125 | -407 | -0.0% | -$2.03万 | 减仓 |
| WAB | WABTEC CORPORATION | $6,186.83万 | 1.21% | 229,482 | 320 | 0.1% | $8.63万 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP | $6,108.39万 | 1.19% | 1,222,167 | -935 | -0.1% | -$4.67万 | 减仓 |
| QCOM | QUALCOMM INC COM | $6,075.43万 | 1.18% | 328,775 | -940 | -0.3% | -$17.37万 | 减仓 |
| CSGP | COSTAR GROUP INC. | $5,902.55万 | 1.15% | 2,084,233 | -842,742 | -28.8% | -$2,386.65万 | 减仓 |
| AMZN | AMAZON.COM INC | $5,781.35万 | 1.13% | 242,567 | 14,172 | 6.2% | $337.78万 | 加仓 |
| ALC | ALCON INC ORD SHS | $5,620.00万 | 1.10% | 837,556 | 628,476 | 300.6% | $4,217.07万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC COM | $5,328.00万 | 1.04% | 157,451 | -5,701 | -3.5% | -$192.92万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $5,260.27万 | 1.03% | 207,122 | -7,032 | -3.3% | -$178.59万 | 减仓 |
| MA | MASTERCARD INC CL A | $4,958.57万 | 0.97% | 96,545 | 492 | 0.5% | $25.27万 | 加仓 |
| BRK/B | BERKSHIRE HATHAW.CLB | $4,405.40万 | 0.86% | 88,039 | -1,039 | -1.2% | -$51.99万 | 减仓 |
| OWL | BLUE OWL CAPITAL INC COM CL A | $4,217.87万 | 0.82% | 4,820,425 | -431,053 | -8.2% | -$377.17万 | 减仓 |
| MKL | MARKEL GROUP INC. | $3,884.73万 | 0.76% | 19,891 | 280 | 1.4% | $54.68万 | 加仓 |
| — | TEVA PHARMAC.IND.ADR | $3,582.39万 | 0.70% | 1,057,375 | 5,675 | 0.5% | $19.23万 | 加仓 |
| BN | BROOKFIELD CORP CL A LMT VTG S | $3,482.59万 | 0.68% | 817,702 | 13,717 | 1.7% | $58.42万 | 加仓 |
| AAPL | APPLE INC COM | $3,369.94万 | 0.66% | 116,462 | -55 | -0.0% | -$1.59万 | 减仓 |
| UNP | UNION PAC CORP | $3,321.99万 | 0.65% | 122,132 | -4,565 | -3.6% | -$124.17万 | 减仓 |
| WMT | WAL MART INC. | $3,273.69万 | 0.64% | 289,042 | -55 | -0.0% | -$6,229 | 减仓 |
| WMB | WILLIAMS COS INC DEL | $3,123.58万 | 0.61% | 420,175 | -3,960 | -0.9% | -$29.44万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS LP | $3,030.75万 | 0.59% | 824,469 | 7,423 | 0.9% | $27.29万 | 加仓 |
| LOW | LOWES COS INC COM | $2,649.50万 | 0.52% | 120,164 | -1,916 | -1.6% | -$42.25万 | 减仓 |
| — | WARNER BROS DISCOVERY INC COM | $2,565.08万 | 0.50% | 962,144 | -246,876 | -20.4% | -$658.17万 | 减仓 |
| HUBB | HUBBELL INC COM | $2,523.86万 | 0.49% | 48,239 | -598 | -1.2% | -$31.29万 | 减仓 |
| ENB | ENBRIDGE INC COM | $1,735.24万 | 0.34% | 320,096 | -200 | -0.1% | -$1.08万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $1,599.91万 | 0.31% | 126,395 | 1,290 | 1.0% | $16.33万 | 加仓 |
| ARES | ARES MGMT L P COM UNIT RP IN | $1,554.44万 | 0.30% | 139,649 | 22,099 | 18.8% | $245.98万 | 加仓 |
| SYY | SYSCO CORP COM | $1,511.51万 | 0.29% | 180,846 | 1,240 | 0.7% | $10.36万 | 加仓 |
| FTRE | FORTREA HOLDINGS INC. | $1,452.48万 | 0.28% | 834,758 | -112,990 | -11.9% | -$196.60万 | 减仓 |
| — | SMITH DOUGLAS HOMES CO COM SHS | $1,297.69万 | 0.25% | 835,065 | -15,528 | -1.8% | -$24.13万 | 减仓 |
| BWIN | THE BALDWIN INSURANCE COM CL A | $1,164.26万 | 0.23% | 438,020 | 10,935 | 2.6% | $29.07万 | 加仓 |
| NTR | NUTRIEN LTD COM | $1,148.43万 | 0.22% | 182,435 | 1,525 | 0.8% | $9.60万 | 加仓 |
| MRK | MERCK & CO INC | $1,133.42万 | 0.22% | 88,204 | -1,415 | -1.6% | -$18.18万 | 减仓 |
| SHC | SOTERA HEALTH CO COM | $980.60万 | 0.19% | 552,450 | 552,450 | — | $980.60万 | 新建仓 |
| VZ | VERIZON COMM. | $949.90万 | 0.19% | 224,350 | -1,142 | -0.5% | -$4.84万 | 减仓 |
| DOV | DOVER CORP | $942.33万 | 0.18% | 42,016 | 2,855 | 7.3% | $64.03万 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $920.84万 | 0.18% | 9,844 | -662 | -6.3% | -$61.93万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO COM | $874.78万 | 0.17% | 25,406 | -1,019 | -3.9% | -$35.09万 | 减仓 |
| FDX | FEDEX CORP | $826.22万 | 0.16% | 26,386 | -528 | -2.0% | -$16.53万 | 减仓 |
| PG | PROCTER & GAMBLE | $811.87万 | 0.16% | 55,365 | -5 | -0.0% | -$733 | 减仓 |
| — | 1STDIBS COM INC COM | $630.93万 | 0.12% | 1,287,621 | -10,640 | -0.8% | -$5.21万 | 减仓 |
| XOM | EXXONMOBIL HOLDINGS CORPORATIO | $614.38万 | 0.12% | 44,937 | 44,937 | — | $614.38万 | 新建仓 |
| HD | HOME DEPOT INC COM | $607.74万 | 0.12% | 17,232 | -2,172 | -11.2% | -$76.60万 | 减仓 |
| PKE | PARK AEROSPACE CORP. | $604.26万 | 0.12% | 158,349 | -264,625 | -62.6% | -$1,009.81万 | 减仓 |
| — | CRIMSON WINE GROUP LTD COM | $603.88万 | 0.12% | 1,367,472 | -146,000 | -9.6% | -$64.47万 | 减仓 |
| PGR | PROGRESSIVE CORP OHIO | $523.28万 | 0.10% | 23,954 | -260 | -1.1% | -$5.68万 | 减仓 |
| AXS | AXIS CAP.HOLDGS.LTD. | $512.28万 | 0.10% | 47,681 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC COM CL A | $492.82万 | 0.10% | 312,900 | 27,900 | 9.8% | $43.94万 | 加仓 |
| KMB | KIMBERLY CLARK CORP | $474.18万 | 0.09% | 43,198 | 0 | 0.0% | — | 不变 |
| COO | COOPER COS INC COM NEW | $455.75万 | 0.09% | 63,555 | -11,445 | -15.3% | -$82.07万 | 减仓 |
| ABBV | ABBVIE INC. COM | $444.02万 | 0.09% | 17,645 | 3,416 | 24.0% | $85.96万 | 加仓 |
| AWI | ARMSTRONG WORLD INDS I COM | $433.12万 | 0.08% | 26,999 | 4,400 | 19.5% | $70.58万 | 加仓 |
| LIN | LINDE PLC COM | $427.92万 | 0.08% | 8,246 | 2,000 | 32.0% | $103.79万 | 加仓 |
| GLD | SPDR GOLD TRUST | $416.82万 | 0.08% | 11,315 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC. | $412.92万 | 0.08% | 44,990 | 2,000 | 4.7% | $18.36万 | 加仓 |
| V | VISA INC COM CL A | $401.16万 | 0.08% | 11,693 | -4,000 | -25.5% | -$137.23万 | 减仓 |
| BAM | BROOKFIELD ASSET MANAG CL A LM | $384.90万 | 0.08% | 85,820 | -3,946 | -4.4% | -$17.70万 | 减仓 |
| GL | GLOBE LIFE INC COM | $377.46万 | 0.07% | 21,125 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $362.44万 | 0.07% | 15,228 | -1,023 | -6.3% | -$24.35万 | 减仓 |
| DE | DEERE & CO COM | $336.19万 | 0.07% | 5,300 | 0 | 0.0% | — | 不变 |
| — | TOWNSQUARE MEDIA INC CL A | $334.69万 | 0.07% | 473,400 | -141,252 | -23.0% | -$99.87万 | 减仓 |
| IVV | ISHARES S&P 500 INDEX FUND | $330.04万 | 0.06% | 4,407 | 0 | 0.0% | — | 不变 |
| VTS | VITESSE ENERGY INC | $312.15万 | 0.06% | 197,940 | -352 | -0.2% | -$5,551 | 减仓 |
| CVX | CHEVRON CORPORATION | $290.44万 | 0.06% | 17,522 | -450 | -2.5% | -$7.46万 | 减仓 |
| MAR | MARRIOT INTERNATIONAL INC CL A | $285.91万 | 0.06% | 7,715 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC COM | $284.51万 | 0.06% | 21,013 | -2,209 | -9.5% | -$29.91万 | 减仓 |
| GE | GE AEROSPACE | $271.40万 | 0.05% | 7,262 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR-SP ADR | $261.95万 | 0.05% | 5,485 | 58 | 1.1% | $2.77万 | 加仓 |
| GEV | GE VERNOVA INC COM | $249.42万 | 0.05% | 2,123 | -43 | -2.0% | -$5.05万 | 减仓 |
| NVDA | NVIDIA CORP COM | $248.53万 | 0.05% | 12,421 | 400 | 3.3% | $8.00万 | 加仓 |
| LOAR | LOAR HOLDINGS INC. | $217.65万 | 0.04% | 27,000 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $212.21万 | 0.04% | 88,126 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW COM | $204.54万 | 0.04% | 13,501 | -50 | -0.4% | -$7,575 | 减仓 |
| RTX | RTX CORP. | $203.11万 | 0.04% | 10,705 | -10 | -0.1% | -$1,897 | 减仓 |
| FDXF | FEDEX FGHT HLDG CO INC COMMON | $199.44万 | 0.04% | 13,208 | 13,208 | — | $199.44万 | 新建仓 |
| USB | US BANCORP DEL COM | $194.42万 | 0.04% | 32,189 | 0 | 0.0% | — | 不变 |
| LMRI | LUMEXA IMAGING HOLDING COM | $192.55万 | 0.04% | 170,700 | 170,700 | — | $192.55万 | 新建仓 |
| NSRGY | NESTLE SA SPONSORED ADR | $180.43万 | 0.04% | 17,570 | 0 | 0.0% | — | 不变 |
| WMS | ADVANCED DRAIN SYS INC COM | $177.33万 | 0.03% | 11,298 | -364 | -3.1% | -$5.71万 | 减仓 |
| KO | COCA-COLA CO | $170.70万 | 0.03% | 21,004 | -575 | -2.7% | -$4.67万 | 减仓 |