Equal-WT
WhaleScore 2.0
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Beck Mack & Oliver is based out of New York. Beck Mack & Oliver is a hedge fund with 1342 clients and discretionary assets under management (AUM) of $3,846,297,101 (Form ADV from 2023-03-07). Their last reported 13F filing for Q4 2023 included $4,299,339,454 in managed 13F securities
and a top 10 holdings concentration of 47.06%. Beck Mack & Oliver's largest holding is Blackstone Group Inc with shares held of 2,353,846. Whalewisdom has at least 100 13F filings, 3 13D filings, and 108 13G filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
SCHW Charles Schwab Corp | 0.38% |
ASHTF Ashtead Group PLC Or | 0.28% |
RUSHA Rush Enterprises Inc | 0.22% |
FTRE Fortrea Holdings Inc | 0.21% |
FERG Ferguson PLC | 0.16% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
APO Apollo Global Manage | 0.56% |
EPD Enterprise Products | 0.33% |
TEVA Teva Pharmaceutical | 0.26% |
MKL Markel Corp. (Holdin | 0.25% |
GOOG Alphabet Inc. Class | 0.25% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
BX Blackstone Group Inc | 7.17% |
MSFT Microsoft Corp. | 6.68% |
APO Apollo Global Manage | 6.67% |
ESGR Enstar Group Ltd | 4.58% |
ASHTF Ashtead Group PLC Or | 4.52% |
2023-12-31
13F Activity
Market Value | $4.30b, Prior: $3.82b |
New Purchases | 16 stocks |
Added To | 27 stocks |
Sold out of | 3 stocks |
Reduced holdings in | 82 stocks |
Top 10 Holdings % | 47.06% |
Turnover %[1] | 10.56% |
Turnover Alt %[2] | 1.23% |
Time Held Top 20 | 27.5 quarters |
Time Held Top 10 | 22.4 quarters |
Time Held All | 46.47 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31