BM

Beck, Mack & Oliver Partners Fund | BMPEX

Mutual Fund
FORUM FUNDS
Last update 2025-06-20 24 Stocks (1 new)
Value $69.00 Mil Turnover 5 %
Countries:
Beck, Mack & Oliver Partners F... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
APO
Apollo Asset Management, Inc.
43,000
5,888.4
0%
8.570
0%
0.010
+20.57%
-7.35%
86,890.0
Asset Management
BX
Blackstone Inc
37,000
5,171.9
0%
7.530
0%
0.000
+36.17%
+1.15%
131,324.2
Asset Management
FI
Fiserv Inc
23,000
5,079.1
0%
7.390
0%
0.000
-34.88%
-31.17%
78,388.6
Software
AJG
Arthur J. Gallagher & Co
13,000
4,488.1
0%
6.530
0%
0.010
-6.34%
+9.69%
79,410.3
Insurance
GOOG
Alphabet Inc
26,000
4,062.0
0%
5.910
0%
0.000
+21.68%
+0.89%
2,320,860.3
Interactive Media
RDNT
RadNet Inc
80,000
3,977.6
0%
5.790
0%
0.110
+17.95%
-17.23%
4,444.6
Medical Diagnostics & Research
MSFT
Microsoft Corp
10,500
3,941.6
0%
5.740
0%
0.000
+35.22%
+20.35%
3,755,887.4
Software
CACC
Credit Acceptance Corp
6,000
3,098.1
0%
4.510
0%
0.050
+14.25%
+12.70%
6,139.2
Credit Services
ASHTF
Ashtead Group PLC
56,000
3,038.0
+16.67%
4.420
+0.63%
0.010
+23.89%
+9.30%
28,354.3
Business Services
SCHW
Charles Schwab Corp
35,000
2,739.8
0%
3.990
0%
0.000
+22.80%
+29.60%
173,139.1
Capital Markets

Beck, Mack & Oliver Partners Fund's Historical Top Holdings Breakdowns

Beck, Mack & Oliver Partners Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ESGR
Enstar Group Ltd
2025-03-31
Reduce
Reduce
-3.10%
324.4 ($329.72) 333.99
$337.91
2.48%
Reduce -77.78%
2,000
-7,000
SGI
Somnigroup International Inc
2025-03-31
New Buy
New Buy
+2.70%
54.94 ($60.52) 69.15
$74.91
23.78%
New holding
31,000
31,000
FERG
Ferguson Enterprises Inc
2025-03-31
Add
Add
+1.17%
155.08 ($173.36) 185.81
$227.28
31.10%
Add 41.67%
17,000
5,000
ABT
Abbott Laboratories
2025-03-31
Add
Add
+0.77%
111.1 ($127.27) 140.22
$124.96
-1.82%
Add 30.77%
17,000
4,000
ASHTF
Ashtead Group PLC
2025-03-31
Add
Add
+0.63%
54.25 ($61.34) 69.12
$66.90
9.06%
Add 16.67%
56,000
8,000
SHW
Sherwin-Williams Co
2024-12-31
Sold Out
Sold Out
-2.47%
338.75 ($373.12) 399.71
$342.37
-8.24%
Sold Out
0
-4,500
ROP
Roper Technologies Inc
2024-12-31
New Buy
New Buy
+2.14%
519.85 ($548.94) 575.95
$559.40
1.91%
New holding
3,000
3,000
APO
Apollo Global Management Inc
2024-12-31
Reduce
Reduce
-1.44%
131.36 ($158.83) 178.61
$152.08
-4.25%
Reduce -15.69%
43,000
-8,000
CSGP
CoStar Group Inc
2024-12-31
Add
Add
+0.79%
69.84 ($75.53) 81.97
$90.55
19.89%
Add 42.11%
27,000
8,000
FTRE
Fortrea Holdings Inc
2024-12-31
Add
Add
+0.51%
16.82 ($19.48) 23.73
$6.14
-68.45%
Add 21.05%
115,000
20,000

Beck, Mack & Oliver Partners Fund Total Holding History ($B)

To

Beck, Mack & Oliver Partners Fund's Asset Allocation

To

Beck, Mack & Oliver Partners Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Beck, Mack & Oliver Partners Fund's Hypothetical Growth since 2025-03-31

Beck, Mack & Oliver Partners Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Beck, Mack & Oliver Partners Fund's Holdings Heat Map

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Beck, Mack & Oliver Partners Fund's Holdings Bubble Chart

Beck, Mack & Oliver Partners Fund News

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