BECK MACK & OLIVER LLC
•CIK: 10742•Filing: Q4 2025
BECK MACK & OLIVER LLC, managed by the seasoned duo of John Beck and Sarah Oliver, currently oversees $5.5 billion in assets with a focus on technology and financials, as evidenced by top holdings in APO, BX, and GOOGL. Recently, the fund has made notable moves by adding NVDA and GSAT, increasing their positions by 77% and 63% respectively, while exiting FISV and RYAN, signaling a strategic pivot towards growth in semiconductor and satellite sectors.
Total AUM
$5.5B
QoQ Performance
+0.1%
Positions
191
Top 10 Concentration
47.5%
Latest Filing
Q4 2025
Top Holdings Allocation
APO
BX
GOOGL
APO7.3%
BX6.0%
GOOGL5.7%
MSFT5.0%
ASHTF4.3%
RDNT4.2%
AJG4.1%
TPD3.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other67.5%
Financial13.0%
Technology12.3%
Healthcare3.2%
Consumer2.4%
Industrial0.8%
Materials0.2%
Energy0.1%
🚪 Exited Positionssold since Q3 2025
—
FISERV INC
SOLD
$110.1M
+2 more exited positions
Changes from Q3 2025
NEW15 new positions
↑48 increased
↓70 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023