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Barr E S & Co

SEC CIK
0001040210
Latest filing
Aug 13, 2026

Holdings in Q4 2021

Holdings as of Dec 31, 2021, filed Feb 14, 2022. Long positions only; changes compare share counts with Q3 2021.

Institution overview
Positions
111
+11 vs. Q3 2021
Portfolio value
$1.50B
+$111.1M (+8.0%) vs. Q3 2021
Filed
Feb 14, 2022
SEC
Holdings of Barr E S & Co in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
BRK.BBerkshire Hathaway IncStock601,554$179.9M12.0%−4,866−0.8%ReducedHistory
MKLMarkel Group Inc.COM75,135$92.7M6.2%+1,019+1.4%AddedHistory
GOOGAlphabet Inc.Stock29,511$85.4M5.7%−129−0.4%ReducedHistory
BXBlackstone Inc.COM612,377$79.2M5.3%+2,697+0.4%AddedHistory
GSGoldman Sachs Group IncStock195,834$74.9M5.0%−3,136−1.6%ReducedHistory
MCOMoodys CorpStock165,776$64.7M4.3%−2,125−1.3%ReducedHistory
NKENIKE, Inc.Stock359,827$60.0M4.0%−5,936−1.6%ReducedHistory
HOMBHome Bancshares IncCOM2,436,465$59.3M4.0%−19,960−0.8%ReducedHistory
AMZNAmazon Com IncStock14,123$47.1M3.1%−48−0.3%ReducedHistory
SCHWSchwab Charles CorpStock558,340$47.0M3.1%−16,505−2.9%ReducedHistory
ELEstee Lauder Companies IncCL A126,080$46.7M3.1%−2,465−1.9%ReducedHistory
BAMBrookfield Asset Management Ltd.CL A LTD VT SH749,124$45.2M3.0%−17,822−2.3%ReducedHistory
GOOGLAlphabet Inc.Stock13,681$39.6M2.6%−328−2.3%ReducedHistory
JPMJPMorgan Chase & CoStock239,111$37.9M2.5%+4,022+1.7%AddedHistory
JNJJohnson & JohnsonStock220,126$37.7M2.5%+2,918+1.3%AddedHistory
AAPLApple Inc.Stock208,717$37.1M2.5%−2,050−1.0%ReducedHistory
KMXCarMax IncCOM273,232$35.6M2.4%−5,550−2.0%ReducedHistory
DISWalt Disney CoStock221,833$34.4M2.3%−3,249−1.4%ReducedHistory
TTWOTake Two Interactive Software IncCOM176,269$31.3M2.1%−301−0.2%ReducedHistory
AXPAmerican Express CoStock184,609$30.2M2.0%−2,850−1.5%ReducedHistory
TROWPrice T Rowe Group IncStock143,217$28.2M1.9%+6,300+4.6%AddedHistory
AMTAmerican Tower CorpREIT93,933$27.5M1.8%−1,298−1.4%ReducedHistory
CHTRCharter Communications, Inc.CL A37,997$24.8M1.7%+33,371+721.4%AddedHistory
PEPPepsiCo IncStock131,550$22.9M1.5%−2,866−2.1%ReducedHistory
DEIDouglas Emmett IncCOM647,138$21.7M1.4%−2,250−0.3%ReducedHistory
MAMastercard IncStock55,240$19.8M1.3%−825−1.5%ReducedHistory
PACWPacwest BancorpCOM381,274$17.2M1.1%−33,645−8.1%ReducedHistory
BKNGBooking Holdings Inc.Stock6,362$15.3M1.0%−446−6.6%ReducedHistory
BRK.ABerkshire Hathaway IncCL A32$14.4M1.0%00.0%UnchangedHistory
ORLYO Reilly Automotive IncStock17,335$12.2M0.8%−313−1.8%ReducedHistory
WYNNWynn Resorts LtdCOM120,254$10.2M0.7%−49,911−29.3%ReducedHistory
DHILDiamond Hill Investment Group IncCOM NEW49,475$9.61M0.6%−961−1.9%ReducedHistory
SIRISirius XM Holdings Inc.COM1,378,668$8.76M0.6%−21,150−1.5%ReducedHistory
VNOVornado Realty TrustSH BEN INT183,557$7.68M0.5%−40,334−18.0%ReducedHistory
ROKRockwell Automation, IncStock16,469$5.75M0.4%−3,785−18.7%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF11,958$5.68M0.4%−925−7.2%ReducedHistory
SHWSherwin Williams CoCOM15,261$5.37M0.4%−50.0%ReducedHistory
WFCWells Fargo & CompanyStock111,594$5.35M0.4%+839+0.8%AddedHistory
COSTCostco Wholesale CorpStock9,301$5.28M0.4%00.0%UnchangedHistory
LYVLive Nation Entertainment, Inc.COM40,411$4.84M0.3%−13,550−25.1%ReducedHistory
PGProcter & Gamble CoStock28,175$4.61M0.3%−314−1.1%ReducedHistory
MSFTMicrosoft CorpStock12,516$4.21M0.3%+84+0.7%AddedHistory
GLPIGaming & Leisure Properties, Inc.COM80,922$3.94M0.3%00.0%UnchangedHistory
CHDNChurchill Downs IncCOM14,625$3.52M0.2%00.0%UnchangedHistory
Pershing Square Tontine Hldg71531R109COM CL A129,005$2.54M0.2%+111,175+623.5%Added–
SBCFSeacoast Banking Corp of FloridaCOM NEW69,650$2.46M0.2%−500−0.7%ReducedHistory
TSLATesla, Inc.Stock2,330$2.46M0.2%−20−0.9%ReducedHistory
KOCoca Cola CoStock39,291$2.33M0.2%+2,653+7.2%AddedHistory
KKRKKR & Co. Inc.COM30,480$2.27M0.2%−3,000−9.0%ReducedHistory
XOMExxonMobil Holdings CorpCOM34,097$2.09M0.1%00.0%UnchangedHistory
MCDMcDonalds CorpStock7,156$1.92M0.1%00.0%UnchangedHistory
PNCPNC Financial Services Group, Inc.Stock7,492$1.50M0.1%00.0%UnchangedHistory
INTUIntuit Inc.Stock1,909$1.23M0.1%−109−5.4%ReducedHistory
LLYEli Lilly & CoStock4,212$1.16M0.1%−13−0.3%ReducedHistory
OPTUOptimum Communications, Inc.CL A64,675$1.05M0.1%−42,650−39.7%ReducedHistory
UPSUnited Parcel Service IncStock4,577$981.0K0.1%−37−0.8%ReducedHistory
WMTWalmart Inc.Stock6,515$943.0K0.1%00.0%UnchangedHistory
CVXChevron CorpStock7,989$938.0K0.1%+377+5.0%AddedHistory
METAMeta Platforms, Inc.Stock2,777$934.0K0.1%00.0%UnchangedHistory
PFEPfizer IncStock15,356$907.0K0.1%−57−0.4%ReducedHistory
SYBTStock Yards Bancorp, Inc.COM13,043$833.0K0.1%−516−3.8%ReducedHistory
WTFCWintrust Financial CorpCOM9,175$833.0K0.1%00.0%UnchangedHistory
HDHome Depot, Inc.Stock1,927$800.0K0.1%−3−0.2%ReducedHistory
NVDANVIDIA CorpStock2,621$771.0K0.1%00.0%UnchangedHistory
ABTAbbott LaboratoriesStock5,389$758.0K0.1%+630+13.2%AddedHistory
ABBVAbbVie Inc.Stock5,351$725.0K<0.1%−11−0.2%ReducedHistory
XMTRXometry, Inc.CLASS A COM14,048$720.0K<0.1%+14,048NewHistory
PMPhilip Morris International Inc.Stock7,363$699.0K<0.1%+413+5.9%AddedHistory
HUMHumana IncStock1,483$688.0K<0.1%−6−0.4%ReducedHistory
VVisa Inc.Stock2,939$637.0K<0.1%−140−4.5%ReducedHistory
MDLZMondelez International, Inc.Stock8,738$579.0K<0.1%+471+5.7%AddedHistory
VZVerizon Communications IncStock10,736$558.0K<0.1%−200−1.8%ReducedHistory
MRKMerck & Co., Inc.Stock6,575$504.0K<0.1%00.0%UnchangedHistory
SUNSunoco LPCOM UT REP LP11,500$470.0K<0.1%+11,500NewHistory
USBUS Bancorp DECOM NEW7,448$418.0K<0.1%00.0%UnchangedHistory
ACNAccenture plcStock950$394.0K<0.1%00.0%UnchangedHistory
CTASCintas CorpStock850$377.0K<0.1%00.0%UnchangedHistory
UNPUnion Pacific CorpStock1,446$364.0K<0.1%−10−0.7%ReducedHistory
HSYHershey CoCOM1,786$346.0K<0.1%00.0%UnchangedHistory
RTXRTX CorpStock3,967$341.0K<0.1%00.0%UnchangedHistory
ADPAutomatic Data Processing IncStock1,360$335.0K<0.1%00.0%UnchangedHistory
EMREmerson Electric CoStock3,454$321.0K<0.1%+1,078+45.4%AddedHistory
INTCIntel CorpStock6,152$317.0K<0.1%+414+7.2%AddedHistory
ITWIllinois Tool Works IncStock1,232$304.0K<0.1%00.0%UnchangedHistory
CATCaterpillar IncStock1,435$297.0K<0.1%+1,435NewHistory
MOAltria Group, Inc.Stock6,198$294.0K<0.1%+346+5.9%AddedHistory
SBUXStarbucks CorpStock2,461$288.0K<0.1%00.0%UnchangedHistory
MMM3M CoStock1,623$288.0K<0.1%+100+6.6%AddedHistory
BMYBristol Myers Squibb CoStock4,367$272.0K<0.1%−333−7.1%ReducedHistory
CMCSAComcast CorpStock5,320$268.0K<0.1%−34−0.6%ReducedHistory
SHOPShopify Inc.Stock192$265.0K<0.1%00.0%UnchangedHistory
FDXFedEx CorpStock1,000$259.0K<0.1%00.0%UnchangedHistory
AT&T Inc.001957505COM10,429$257.0K<0.1%+329+3.3%Added–
BDXBecton Dickinson & CoStock983$247.0K<0.1%−6−0.6%ReducedHistory
BABoeing CoStock1,222$246.0K<0.1%00.0%UnchangedHistory
AVGOBroadcom Inc.COM368$245.0K<0.1%+368NewHistory
Rand Worldwide Inc752246108COM14,000$234.0K<0.1%00.0%Unchanged–
ADBEAdobe Inc.Stock405$230.0K<0.1%00.0%UnchangedHistory
CSXCSX CorpStock6,129$230.0K<0.1%+6,129NewHistory
EPDEnterprise Products Partners L.P.Stock10,110$222.0K<0.1%+10,110NewHistory

Sold out since Q3 2021 (1)

Positions held at the end of Q3 2021 that are gone from this filing.

Positions of Barr E S & Co sold out since Q3 2021
SecurityClassShares in Q3 2021Value in Q3 2021% of portfolio in Q3 2021History
PYPLPayPal Holdings, Inc.Stock1,015$264.0K<0.1%History