JOHN C. ELLIS
Beck Mack & Oliver Llc
Assets Managed
$4.849B
Holdings
195
Last Quarter
2026 - Q1
Filed Date
10d ago
Growth Rate
-11.92%(2Q avg: -5.89%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Beck Mack & Oliver Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 195 positions.
Assets under management
The assets under management (AUM) of Beck Mack & Oliver Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 4.849B in assets, with a quarterly growth rate of -11.92% and a 2-quarter average growth rate of -5.89%. The portfolio is managed by JOHN C. ELLIS, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
APO Apollo Global Management Inc
| 6.36% | $308.072M 2.765M shares@ $111.42 avg price | Increased 0.02% |
GOOG Alphabet Inc-cl C
| 5.45% | $264.18M 920,938 shares@ $286.87 avg price | Decreased -7.79% |
BX Blackstone Inc
| 5.36% | $259.77M 2.259M shares@ $115.0 avg price | Increased 5.11% |
AJG Arthur J Gallagher & Co
| 4.75% | $230.131M 1.063M shares@ $216.58 avg price | Increased 20.88% |
SUNB Sunbelt Rentals Holdings Inc
| 4.54% | $219.823M 3.377M shares@ $65.1 avg price | New Position |
MSFT Microsoft Corp
| 4.25% | $205.939M 556,336 shares@ $370.18 avg price | Decreased -1.98% |
FERG Ferguson Enterprises Inc
| 4.01% | $194.225M 832,656 shares@ $233.27 avg price | Decreased -1.28% |
SCHW Schwab (charles) Corp
| 3.97% | $192.038M 2.043M shares@ $93.99 avg price | Decreased -1.04% |
TPX Tempur Sealy International I
| 3.68% | $178.106M 2.409M shares@ $73.92 avg price | Increased 3.7% |
RDNT Radnet Inc
| 3.65% | $176.958M 3.166M shares@ $55.9 avg price | Decreased -2.01% |
1-10 of 195