BECK MACK & OLIVER LLC

CIK 0000010742 · Q1 2026

13F Equity AUM

$4.8B

-11.9% QoQ

Positions

193

+1 QoQ

AUM Rank

#1,036

Top 8%

Skill Alpha (FF)

-1.7%/yr^ns

No Clear Edge

Rank #4,698 · Top 57%

vs S&P -3.6%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 26.4%Top 10: 46.0%Top 20: 71.5%

APO6.3%

GOOG5.5%

BX5.4%

AJG4.8%

SUNBELT RENTALS HOLDING COMMON4.5%

MSFT4.3%

FERG4.0%

SCHW4.0%

TPD3.7%

RDNT3.6%

Others (183)54.0%

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

Sector Allocation

Financial Services35.1%

Healthcare14.5%

Industrials11.8%

Communication Services9.5%

Consumer Cyclical9.4%

Technology5.9%

Unclassified4.5%

Energy3.8%

Other5.5%

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

Position Sizing

Positions: 193Median: 0.03%Avg: 0.52%

0–0.5%

151(8.4%)

0.5–1%

15(11.3%)

1–3%

15(27.7%)

3–5%

9(35.4%)

5%+

3(17.2%)

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

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Portfolio Overlap

Shared: 164Unique: 29vs 20 funds

2.2%Low

193

Fund positions

7,299

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.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

3.1%

JPMORGAN CHASE & CO

3.3%

BANK OF AMERICA CORP /DE/

3.3%

BlackRock, Inc.

FMR LLC

5.2%

GEODE CAPITAL MANAGEMENT, LLC

4.3%

STATE STREET CORP

4.4%

VANGUARD CAPITAL MANAGEMENT LLC

4.4%

VANGUARD PORTFOLIO MANAGEMENT LLC

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New13Increased36Decreased77Exited12

New Positions

SUNBELT RENTALS HOLD…4.5%

+3.4M

KNSL0.1%

+9K

MAR0.1%

+8K

VLO0.0%

+3K

CL0.0%

+6K

APD0.0%

+1K

INTU0.0%

+1K

PRPFX0.0%

+8K

KRATOS DEFENSE &…0.0%

+4K

LGND0.0%

+2K

Increased

CSGP2.4%

+702K(+32%)

AJG4.8%

+184K(+21%)

ALC0.3%

+182K(+674%)

FTRE0.2%

+143K(+18%)

BWIN0.2%

+137K(+47%)

BX5.4%

+110K(+5%)

TPD3.7%

+86K(+4%)

ABT2.0%

+61K(+7%)

WAT2.6%

+42K(+11%)

ARES0.3%

+41K(+54%)

Decreased

OWL1.0%

-2,515,415(-32%)

WBD0.7%

-661,700(-35%)

DIBS0.1%

-652,217(-33%)

TSQ0.1%

-458,948(-43%)

PKE0.2%

-244,912(-37%)

ZWS3.2%

-87,859(-2%)

GOOG5.5%

-77,884(-8%)

MTDR1.8%

-73,792(-5%)

ROP1.2%

-67,943(-29%)

RDNT3.6%

-65,259(-2%)

Exited

-3,482,242

-21,248

-99,359

-17,941

-9,088

-5,817

-4,551

-4,117

BEAR CREEK MNG CORP …

-30,000

ADSK

-740

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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