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Barr E S & Co

SEC CIK
0001040210
Latest filing
Aug 13, 2026

Holdings in Q3 2021

Holdings as of Sep 30, 2021, filed Nov 10, 2021. Long positions only; changes compare share counts with Q2 2021.

Institution overview
Positions
100
−3 vs. Q2 2021
Portfolio value
$1.39B
+$744.0K (+0.1%) vs. Q2 2021
Filed
Nov 10, 2021
SEC
Holdings of Barr E S & Co in Q3 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
BRK.BBerkshire Hathaway IncStock606,420$165.5M11.9%−5,323−0.9%ReducedHistory
MKLMarkel Group Inc.COM74,116$88.6M6.4%−1,169−1.6%ReducedHistory
GOOGAlphabet Inc.Stock29,640$79.0M5.7%−390−1.3%ReducedHistory
GSGoldman Sachs Group IncStock198,970$75.2M5.4%−5,010−2.5%ReducedHistory
BXBlackstone Inc.COM609,680$70.9M5.1%−88,315−12.7%ReducedHistory
MCOMoodys CorpStock167,901$59.6M4.3%−2,337−1.4%ReducedHistory
HOMBHome Bancshares IncCOM2,456,425$57.8M4.2%+368,894+17.7%AddedHistory
NKENIKE, Inc.Stock365,763$53.1M3.8%−11,986−3.2%ReducedHistory
AMZNAmazon Com IncStock14,171$46.6M3.4%−72−0.5%ReducedHistory
SCHWSchwab Charles CorpStock574,845$41.9M3.0%−18,512−3.1%ReducedHistory
BAMBrookfield Asset Management Ltd.CL A LTD VT SH766,946$41.0M3.0%−17,241−2.2%ReducedHistory
ELEstee Lauder Companies IncCL A128,545$38.6M2.8%−3,224−2.4%ReducedHistory
JPMJPMorgan Chase & CoStock235,089$38.5M2.8%−825−0.3%ReducedHistory
DISWalt Disney CoStock225,082$38.1M2.7%−3,064−1.3%ReducedHistory
GOOGLAlphabet Inc.Stock14,009$37.5M2.7%−411−2.9%ReducedHistory
KMXCarMax IncCOM278,782$35.7M2.6%−12,573−4.3%ReducedHistory
JNJJohnson & JohnsonStock217,208$35.1M2.5%−2,106−1.0%ReducedHistory
AXPAmerican Express CoStock187,459$31.4M2.3%−3,948−2.1%ReducedHistory
AAPLApple Inc.Stock210,767$29.8M2.1%−1,452−0.7%ReducedHistory
TTWOTake Two Interactive Software IncCOM176,570$27.2M2.0%+176,570NewHistory
TROWPrice T Rowe Group IncStock136,917$26.9M1.9%−3,200−2.3%ReducedHistory
AMTAmerican Tower CorpREIT95,231$25.3M1.8%−1,018−1.1%ReducedHistory
DEIDouglas Emmett IncCOM649,388$20.5M1.5%+114,128+21.3%AddedHistory
PEPPepsiCo IncStock134,416$20.2M1.5%−5,664−4.0%ReducedHistory
MAMastercard IncStock56,065$19.5M1.4%−875−1.5%ReducedHistory
PACWPacwest BancorpCOM414,919$18.8M1.4%−28,063−6.3%ReducedHistory
BKNGBooking Holdings Inc.Stock6,808$16.2M1.2%−3,013−30.7%ReducedHistory
WYNNWynn Resorts LtdCOM170,165$14.4M1.0%−11,955−6.6%ReducedHistory
BRK.ABerkshire Hathaway IncCL A32$13.2M0.9%−1−3.0%ReducedHistory
ORLYO Reilly Automotive IncStock17,648$10.8M0.8%−65−0.4%ReducedHistory
VNOVornado Realty TrustSH BEN INT223,891$9.41M0.7%−22,101−9.0%ReducedHistory
DHILDiamond Hill Investment Group IncCOM NEW50,436$8.86M0.6%+4,355+9.5%AddedHistory
SIRISirius XM Holdings Inc.COM1,399,818$8.54M0.6%−107,490−7.1%ReducedHistory
ROKRockwell Automation, IncStock20,254$5.96M0.4%−4,987−19.8%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF12,883$5.53M0.4%−59−0.5%ReducedHistory
WFCWells Fargo & CompanyStock110,755$5.14M0.4%−1,764−1.6%ReducedHistory
LYVLive Nation Entertainment, Inc.COM53,961$4.92M0.4%−36,985−40.7%ReducedHistory
SHWSherwin Williams CoCOM15,266$4.27M0.3%−25−0.2%ReducedHistory
COSTCostco Wholesale CorpStock9,301$4.18M0.3%+6+0.1%AddedHistory
PGProcter & Gamble CoStock28,489$3.98M0.3%−329−1.1%ReducedHistory
GLPIGaming & Leisure Properties, Inc.COM80,922$3.75M0.3%−5,939−6.8%ReducedHistory
CHDNChurchill Downs IncCOM14,625$3.51M0.3%00.0%UnchangedHistory
MSFTMicrosoft CorpStock12,432$3.50M0.3%−62−0.5%ReducedHistory
CHTRCharter Communications, Inc.CL A4,626$3.37M0.2%+20.0%AddedHistory
SBCFSeacoast Banking Corp of FloridaCOM NEW70,150$2.37M0.2%00.0%UnchangedHistory
OPTUOptimum Communications, Inc.CL A107,325$2.22M0.2%+107,325NewHistory
KKRKKR & Co. Inc.COM33,480$2.04M0.1%−345−1.0%ReducedHistory
XOMExxonMobil Holdings CorpCOM34,097$2.01M0.1%−1,000−2.8%ReducedHistory
KOCoca Cola CoStock36,638$1.92M0.1%−958−2.5%ReducedHistory
TSLATesla, Inc.Stock2,350$1.82M0.1%+35+1.5%AddedHistory
MCDMcDonalds CorpStock7,156$1.73M0.1%−100−1.4%ReducedHistory
PNCPNC Financial Services Group, Inc.Stock7,492$1.47M0.1%00.0%UnchangedHistory
INTUIntuit Inc.Stock2,018$1.09M0.1%00.0%UnchangedHistory
LLYEli Lilly & CoStock4,225$976.0K0.1%+13+0.3%AddedHistory
METAMeta Platforms, Inc.Stock2,777$942.0K0.1%+33+1.2%AddedHistory
WMTWalmart Inc.Stock6,515$908.0K0.1%−50−0.8%ReducedHistory
UPSUnited Parcel Service IncStock4,614$840.0K0.1%−17−0.4%ReducedHistory
SYBTStock Yards Bancorp, Inc.COM13,559$795.0K0.1%+603+4.7%AddedHistory
CVXChevron CorpStock7,612$772.0K0.1%−788−9.4%ReducedHistory
WTFCWintrust Financial CorpCOM9,175$737.0K0.1%00.0%UnchangedHistory
VVisa Inc.Stock3,079$686.0K<0.1%+33+1.1%AddedHistory
PFEPfizer IncStock15,413$663.0K<0.1%+57+0.4%AddedHistory
PMPhilip Morris International Inc.Stock6,950$659.0K<0.1%00.0%UnchangedHistory
HDHome Depot, Inc.Stock1,930$634.0K<0.1%+3+0.2%AddedHistory
VZVerizon Communications IncStock10,936$591.0K<0.1%−587−5.1%ReducedHistory
HUMHumana IncStock1,489$579.0K<0.1%+9+0.6%AddedHistory
ABBVAbbVie Inc.Stock5,362$578.0K<0.1%+11+0.2%AddedHistory
ABTAbbott LaboratoriesStock4,759$562.0K<0.1%+33+0.7%AddedHistory
NVDANVIDIA CorpStock2,621$543.0K<0.1%+349+15.4%AddedConverted for a 4-for-1 splitHistory
MRKMerck & Co., Inc.Stock6,575$494.0K<0.1%−296−4.3%ReducedHistory
MDLZMondelez International, Inc.Stock8,267$481.0K<0.1%+49+0.6%AddedHistory
USBUS Bancorp DECOM NEW7,448$443.0K<0.1%00.0%UnchangedHistory
Pershing Square Tontine Hldg71531R109COM CL A17,830$351.0K<0.1%+8,830+98.1%Added–
RTXRTX CorpStock3,967$341.0K<0.1%−280−6.6%ReducedHistory
CTASCintas CorpStock850$324.0K<0.1%−50−5.6%ReducedHistory
INTCIntel CorpStock5,738$306.0K<0.1%−487−7.8%ReducedHistory
ACNAccenture plcStock950$304.0K<0.1%00.0%UnchangedHistory
HSYHershey CoCOM1,786$302.0K<0.1%00.0%UnchangedHistory
CMCSAComcast CorpStock5,354$299.0K<0.1%−337−5.9%ReducedHistory
MVISMicrovision, Inc.COM NEW26,000$287.0K<0.1%00.0%UnchangedHistory
UNPUnion Pacific CorpStock1,456$285.0K<0.1%+10+0.7%AddedHistory
BMYBristol Myers Squibb CoStock4,700$278.0K<0.1%00.0%UnchangedHistory
AT&T Inc.001957505COM10,100$273.0K<0.1%−1,133−10.1%Reduced–
ADPAutomatic Data Processing IncStock1,360$272.0K<0.1%00.0%UnchangedHistory
SBUXStarbucks CorpStock2,461$271.0K<0.1%00.0%UnchangedHistory
BABoeing CoStock1,222$269.0K<0.1%−100−7.6%ReducedHistory
MMM3M CoStock1,523$267.0K<0.1%00.0%UnchangedHistory
MOAltria Group, Inc.Stock5,852$266.0K<0.1%−295−4.8%ReducedHistory
PYPLPayPal Holdings, Inc.Stock1,015$264.0K<0.1%−64−5.9%ReducedHistory
SHOPShopify Inc.Stock192$260.0K<0.1%+7+3.8%AddedHistory
ITWIllinois Tool Works IncStock1,232$255.0K<0.1%−44−3.4%ReducedHistory
BDXBecton Dickinson & CoStock989$243.0K<0.1%−33−3.2%ReducedHistory
ADBEAdobe Inc.Stock405$233.0K<0.1%+12+3.1%AddedHistory
EMREmerson Electric CoStock2,376$224.0K<0.1%00.0%UnchangedHistory
Rand Worldwide Inc752246108COM14,000$224.0K<0.1%00.0%Unchanged–
FDXFedEx CorpStock1,000$219.0K<0.1%00.0%UnchangedHistory
TGTTarget CorpStock940$215.0K<0.1%+15+1.6%AddedHistory
NLYAnnaly Capital Management IncCOM25,000$210.0K<0.1%00.0%UnchangedHistory
Cascade Acquisition Corp147151104COM CL A19,000$189.0K<0.1%00.0%Unchanged–
ETVEaton Vance Tax-Managed Buy-Write Opportunities FundCOM10,000$160.0K<0.1%−5,690−36.3%ReducedHistory

Sold out since Q2 2021 (5)

Positions held at the end of Q2 2021 that are gone from this filing.

Positions of Barr E S & Co sold out since Q2 2021
SecurityClassShares in Q2 2021Value in Q2 2021% of portfolio in Q2 2021History
Brookfield Asset Mgmt ReinsG16169107CL A EXCH LT VTG5,337$278.0K<0.1%–
ESGREnstar Group LTDSHS1,042$249.0K<0.1%History
MPCMarathon Petroleum CorpStock3,972$240.0K<0.1%History
TPLTexas Pacific Land CorpStock150$240.0K<0.1%History
KMBKimberly Clark CorpStock1,500$201.0K<0.1%History