Beck Mack & Oliver LLC 13F 持仓 · 2026年Q2
Beck Mack & Oliver 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 201 只证券，申报市值合计 51.29 亿美元。前几大持仓：APO（6.21%）、GOOG（5.54%）、BX（5.12%）。本季前 25 大持仓中：增持 4 只、减持 21 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | APO | APOLLO GLOBAL MGMT INC | $318.7M | 6.21% | 2.7M | 减持 |
| 2 | GOOG | ALPHABET INC CAP STK CL C | $284.1M | 5.54% | 804,126 | 减持 |
| 3 | BX | BLACKSTONE INC. | $262.4M | 5.12% | 2.2M | 减持 |
| 4 | AJG | GALLAGHER ARTHUR J | $243.8M | 4.75% | 1.1M | 减持 |
| 5 | SUNB | SUNBELT RENTALS HOLDING COMMON | $237.0M | 4.62% | 3.2M | 减持 |
| 6 | MSFT | MICROSOFT CORP | $203.6M | 3.97% | 545,934 | 减持 |
| 7 | CACC | CREDIT ACCEP CORP MICH COM | $194.8M | 3.80% | 305,983 | 减持 |
| 8 | RDNT | RADNET INC COM | $195.1M | 3.80% | 3.2M | 减持 |
| 9 | SGI | SOMNIGROUP INTERNATIONAL COM | $193.5M | 3.77% | 2.5M | 增持 |
| 10 | SCHW | SCHWAB CHARLES CP NEW COM | $186.1M | 3.63% | 2.0M | 减持 |
| 11 | FERG | FERGUSON ENTERPRISES INC. | $184.6M | 3.60% | 777,845 | 减持 |
| 12 | ZWS | ZURN ELKAY WATER SOLUTIONS COR | $173.4M | 3.38% | 3.4M | 减持 |
| 13 | LH | LABCORP HOLDINGS | $169.5M | 3.30% | 605,243 | 减持 |
| 14 | WAT | WATERS CORPORATION | $162.8M | 3.17% | 434,149 | 增持 |
| 15 | AXP | AMERICAN EXPRESS CO | $136.6M | 2.66% | 403,799 | 减持 |
| 16 | JPM | JPMORGAN CHASE & CO. | $122.7M | 2.39% | 374,875 | 减持 |
| 17 | HLT | HILTON WORLDWIDE HOLDINGS INC | $119.1M | 2.32% | 360,375 | 减持 |
| 18 | ABT | ABBOTT LABS | $101.9M | 1.99% | 1.1M | 增持 |
| 19 | GSAT | GLOBALSTAR INC | $89.8M | 1.75% | 1.1M | 减持 |
| 20 | GOOGL | ALPHABET INC CAP STK CL A | $79.7M | 1.55% | 223,068 | 减持 |
| 21 | MTDR | MATADOR RES CO COM | $67.6M | 1.32% | 1.4M | 减持 |
| 22 | RUSHA | RUSH ENTERPRISES INC CL A | $67.9M | 1.32% | 930,268 | 减持 |
| 23 | WAB | WABTEC CORPORATION | $61.9M | 1.21% | 229,482 | 增持 |
| 24 | JEF | JEFFERIES FINANCIAL GROUP | $61.1M | 1.19% | 1.2M | 减持 |
| 25 | QCOM | QUALCOMM INC COM | $60.8M | 1.18% | 328,775 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR