Skip to main content

Barr E S & Co

SEC CIK
0001040210
Latest filing
Aug 13, 2026

Holdings in Q2 2021

Holdings as of Jun 30, 2021, filed Aug 13, 2021. Long positions only; changes compare share counts with Q1 2021.

Institution overview
Positions
103
+6 vs. Q1 2021
Portfolio value
$1.39B
+$112.6M (+8.8%) vs. Q1 2021
Filed
Aug 13, 2021
SEC
Holdings of Barr E S & Co in Q2 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
BRK.BBerkshire Hathaway IncStock611,743$170.0M12.3%−8,152−1.3%ReducedHistory
MKLMarkel Group Inc.COM75,285$89.3M6.4%−164−0.2%ReducedHistory
GSGoldman Sachs Group IncStock203,980$77.4M5.6%−2,345−1.1%ReducedHistory
GOOGAlphabet Inc.Stock30,030$75.3M5.4%+238+0.8%AddedHistory
BXBlackstone Inc.COM697,995$67.8M4.9%−12,923−1.8%ReducedHistory
MCOMoodys CorpStock170,238$61.7M4.4%−750−0.4%ReducedHistory
NKENIKE, Inc.Stock377,749$58.4M4.2%−1,805−0.5%ReducedHistory
HOMBHome Bancshares IncCOM2,087,531$51.5M3.7%+74,750+3.7%AddedHistory
AMZNAmazon Com IncStock14,243$49.0M3.5%−53−0.4%ReducedHistory
SCHWSchwab Charles CorpStock593,357$43.2M3.1%−23,860−3.9%ReducedHistory
ELEstee Lauder Companies IncCL A131,769$41.9M3.0%−956−0.7%ReducedHistory
DISWalt Disney CoStock228,146$40.1M2.9%−1,372−0.6%ReducedHistory
BAMBrookfield Asset Management Ltd.CL A LTD VT SH784,187$40.0M2.9%−14,497−1.8%ReducedHistory
KMXCarMax IncCOM291,355$37.6M2.7%−3,312−1.1%ReducedHistory
JPMJPMorgan Chase & CoStock235,914$36.7M2.6%+746+0.3%AddedHistory
JNJJohnson & JohnsonStock219,314$36.1M2.6%+276+0.1%AddedHistory
GOOGLAlphabet Inc.Stock14,420$35.2M2.5%−44−0.3%ReducedHistory
AXPAmerican Express CoStock191,407$31.6M2.3%−1,178−0.6%ReducedHistory
AAPLApple Inc.Stock212,219$29.1M2.1%+816+0.4%AddedHistory
TROWPrice T Rowe Group IncStock140,117$27.7M2.0%−1,785−1.3%ReducedHistory
AMTAmerican Tower CorpREIT96,249$26.0M1.9%−264−0.3%ReducedHistory
WYNNWynn Resorts LtdCOM182,120$22.3M1.6%−4,040−2.2%ReducedHistory
BKNGBooking Holdings Inc.Stock9,821$21.5M1.5%−703−6.7%ReducedHistory
MAMastercard IncStock56,940$20.8M1.5%−244−0.4%ReducedHistory
PEPPepsiCo IncStock140,080$20.8M1.5%−2,941−2.1%ReducedHistory
PACWPacwest BancorpCOM442,982$18.2M1.3%−13,499−3.0%ReducedHistory
DEIDouglas Emmett IncCOM535,260$18.0M1.3%−5,999−1.1%ReducedHistory
BRK.ABerkshire Hathaway IncCL A33$13.8M1.0%00.0%UnchangedHistory
VNOVornado Realty TrustSH BEN INT245,992$11.5M0.8%−7,521−3.0%ReducedHistory
ORLYO Reilly Automotive IncStock17,713$10.0M0.7%−34−0.2%ReducedHistory
SIRISirius XM Holdings Inc.COM1,507,308$9.86M0.7%−25,149−1.6%ReducedHistory
LYVLive Nation Entertainment, Inc.COM90,946$7.97M0.6%−5,405−5.6%ReducedHistory
DHILDiamond Hill Investment Group IncCOM NEW46,081$7.71M0.6%−1,625−3.4%ReducedHistory
ROKRockwell Automation, IncStock25,241$7.22M0.5%−474−1.8%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF12,942$5.54M0.4%+957+8.0%AddedHistory
WFCWells Fargo & CompanyStock112,519$5.10M0.4%−3,810−3.3%ReducedHistory
SHWSherwin Williams CoCOM15,291$4.17M0.3%00.0%UnchangedConverted for a 3-for-1 splitHistory
GLPIGaming & Leisure Properties, Inc.COM86,861$4.02M0.3%−1,303−1.5%ReducedHistory
PGProcter & Gamble CoStock28,818$3.89M0.3%+698+2.5%AddedHistory
COSTCostco Wholesale CorpStock9,295$3.68M0.3%−10−0.1%ReducedHistory
MSFTMicrosoft CorpStock12,494$3.38M0.2%+973+8.4%AddedHistory
CHTRCharter Communications, Inc.CL A4,624$3.34M0.2%−5−0.1%ReducedHistory
CHDNChurchill Downs IncCOM14,625$2.90M0.2%−500−3.3%ReducedHistory
SBCFSeacoast Banking Corp of FloridaCOM NEW70,150$2.40M0.2%00.0%UnchangedHistory
XOMExxonMobil Holdings CorpCOM35,097$2.21M0.2%+1,290+3.8%AddedHistory
KOCoca Cola CoStock37,596$2.03M0.1%+4,772+14.5%AddedHistory
KKRKKR & Co. Inc.COM33,825$2.00M0.1%00.0%UnchangedHistory
MCDMcDonalds CorpStock7,256$1.68M0.1%+223+3.2%AddedHistory
TSLATesla, Inc.Stock2,315$1.57M0.1%−170−6.8%ReducedHistory
PNCPNC Financial Services Group, Inc.Stock7,492$1.43M0.1%+267+3.7%AddedHistory
INTUIntuit Inc.Stock2,018$989.0K0.1%00.0%UnchangedHistory
LLYEli Lilly & CoStock4,212$967.0K0.1%+2,000+90.4%AddedHistory
UPSUnited Parcel Service IncStock4,631$963.0K0.1%−5−0.1%ReducedHistory
METAMeta Platforms, Inc.Stock2,744$954.0K0.1%+50+1.9%AddedHistory
WMTWalmart Inc.Stock6,565$926.0K0.1%+4,131+169.7%AddedHistory
CVXChevron CorpStock8,400$880.0K0.1%+1,062+14.5%AddedHistory
VVisa Inc.Stock3,046$712.0K0.1%+246+8.8%AddedHistory
WTFCWintrust Financial CorpCOM9,175$694.0K0.1%−3,825−29.4%ReducedHistory
PMPhilip Morris International Inc.Stock6,950$689.0K<0.1%+1,035+17.5%AddedHistory
SYBTStock Yards Bancorp, Inc.COM12,956$659.0K<0.1%+12,956NewHistory
HUMHumana IncStock1,480$655.0K<0.1%00.0%UnchangedHistory
VZVerizon Communications IncStock11,523$646.0K<0.1%+7,547+189.8%AddedHistory
HDHome Depot, Inc.Stock1,927$615.0K<0.1%+256+15.3%AddedHistory
ABBVAbbVie Inc.Stock5,351$603.0K<0.1%+754+16.4%AddedHistory
PFEPfizer IncStock15,356$601.0K<0.1%+3,038+24.7%AddedHistory
ABTAbbott LaboratoriesStock4,726$548.0K<0.1%+10+0.2%AddedHistory
MRKMerck & Co., Inc.Stock6,871$534.0K<0.1%+1,677+32.3%AddedHistory
MDLZMondelez International, Inc.Stock8,218$513.0K<0.1%+600+7.9%AddedHistory
NVDANVIDIA CorpStock568$454.0K<0.1%+4+0.7%AddedHistory
MVISMicrovision, Inc.COM NEW26,000$435.0K<0.1%+2,000+8.3%AddedHistory
USBUS Bancorp DECOM NEW7,448$424.0K<0.1%00.0%UnchangedHistory
RTXRTX CorpStock4,247$362.0K<0.1%−500−10.5%ReducedHistory
INTCIntel CorpStock6,225$349.0K<0.1%+2,475+66.0%AddedHistory
CTASCintas CorpStock900$344.0K<0.1%00.0%UnchangedHistory
CMCSAComcast CorpStock5,691$325.0K<0.1%00.0%UnchangedHistory
AT&T Inc.001957505COM11,233$323.0K<0.1%+2,333+26.2%Added–
UNPUnion Pacific CorpStock1,446$318.0K<0.1%+246+20.5%AddedHistory
BABoeing CoStock1,322$317.0K<0.1%−65−4.7%ReducedHistory
PYPLPayPal Holdings, Inc.Stock1,079$315.0K<0.1%−27−2.4%ReducedHistory
BMYBristol Myers Squibb CoStock4,700$314.0K<0.1%+4,700NewHistory
HSYHershey CoCOM1,786$311.0K<0.1%+450+33.7%AddedHistory
MMM3M CoStock1,523$303.0K<0.1%+390+34.4%AddedHistory
FDXFedEx CorpStock1,000$298.0K<0.1%00.0%UnchangedHistory
MOAltria Group, Inc.Stock6,147$293.0K<0.1%+1,487+31.9%AddedHistory
ITWIllinois Tool Works IncStock1,276$285.0K<0.1%00.0%UnchangedHistory
ACNAccenture plcStock950$280.0K<0.1%+105+12.4%AddedHistory
Brookfield Asset Mgmt ReinsG16169107CL A EXCH LT VTG5,337$278.0K<0.1%+5,337New–
SBUXStarbucks CorpStock2,461$275.0K<0.1%+150+6.5%AddedHistory
ADPAutomatic Data Processing IncStock1,360$270.0K<0.1%+135+11.0%AddedHistory
SHOPShopify Inc.Stock185$270.0K<0.1%00.0%UnchangedHistory
ETVEaton Vance Tax-Managed Buy-Write Opportunities FundCOM15,690$255.0K<0.1%+5,690+56.9%AddedHistory
BDXBecton Dickinson & CoStock1,022$249.0K<0.1%+84+9.0%AddedHistory
ESGREnstar Group LTDSHS1,042$249.0K<0.1%−775−42.7%ReducedHistory
MPCMarathon Petroleum CorpStock3,972$240.0K<0.1%+3,972NewHistory
TPLTexas Pacific Land CorpStock150$240.0K<0.1%00.0%UnchangedHistory
ADBEAdobe Inc.Stock393$230.0K<0.1%+393NewHistory
EMREmerson Electric CoStock2,376$229.0K<0.1%00.0%UnchangedHistory
TGTTarget CorpStock925$224.0K<0.1%+925NewHistory
NLYAnnaly Capital Management IncCOM25,000$222.0K<0.1%00.0%UnchangedHistory
Rand Worldwide Inc752246108COM14,000$211.0K<0.1%+349+2.6%Added–

Sold out since Q1 2021 (1)

Positions held at the end of Q1 2021 that are gone from this filing.

Positions of Barr E S & Co sold out since Q1 2021
SecurityClassShares in Q1 2021Value in Q1 2021% of portfolio in Q1 2021History
BAXBaxter International IncStock2,450$207.0K<0.1%History