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Portfolio (Quarterly) Guide ↗

BECK MACK & OLIVER LLC

· CIK 0000010742
13F Portfolio $4.8B AUM 195 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 13 New 30 Added 69 Reduced 12 Exited
Page 10 of 10  ·  195 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 AMGN AMGEN INC COM Healthcare 624.0 $220K 0.01% -4K -87.7% $351.85 +1.0%
182 VB VANGUARD SMALL-CAP VIPERS 830.0 $217K 0.00% -100.0 -10.8% $261.92 +13.2%
183 ONEX COPR SUB VTG (ONEXF) 2,935.0 $214K 0.00% +400.0 +15.8% $72.82
184 KMI KINDER MORGAN INC DEL COM Energy 6,050.0 $203K 0.00% NEW $33.53 -4.7%
185 WESDOME GOLD MINES LTD COM 10,900.0 $194K 0.00% $17.82
186 GSM FERROGLOBE PLC SHS Basic Materials 40,400.0 $166K 0.00% $4.12 -0.7%
187 IAUX I-80 GOLD CORP COM Basic Materials 100,000.0 $152K 0.00% NEW $1.52 -2.6%
188 VTRS VIATRIS INC COM Healthcare 10,667.0 $144K 0.00% $13.51 +20.7%
189 BODYCOTE PLC COM 17,000.0 $139K 0.00% $8.18
190 SJT SAN JUAN BASIN RTUBI Energy 15,580.0 $75K 0.00% $4.81 -31.0%
191 RIG TRANSOCEAN LTD Energy 10,700.0 $71K 0.00% $6.63 -8.9%
192 VRCA VERRICA PHARMACEUTICALS INC Healthcare 12,000.0 $63K 0.00% $5.29 +14.0%
193 BB BLACKBERRY LTD COM Technology 18,150.0 $59K 0.00% $3.24 +183.6%
194 DUNDEE ENERGY LTD COM 10,000.0
195 MANITOK ENERGY INC COM 24,829.0
Page 10 of 10  ·  195 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 40.4%
Healthcare 15.2%
Industrials 12.5%
Communication Services 10.0%
Technology 6.2%
Consumer Cyclical 6.1%
Energy 4.0%
Real Estate 2.8%
Consumer Defensive 1.7%
Basic Materials 0.6%