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BECK MACK & OLIVER LLC

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NEW YORK NY Investment Advisor Hedge Fund
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

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)

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

Portfolio Performance