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Barr E S & Co

SEC CIK
0001040210
Latest filing
Aug 13, 2026

Holdings in Q3 2022

Holdings as of Sep 30, 2022, filed Nov 14, 2022. Long positions only; changes compare share counts with Q2 2022.

Institution overview
Positions
86
−4 vs. Q2 2022
Portfolio value
$1.13B
−$96.2M (−7.8%) vs. Q2 2022
Filed
Nov 14, 2022
SEC
Holdings of Barr E S & Co in Q3 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
BRK.BBerkshire Hathaway IncStock584,089$156.0M13.8%−2,908−0.5%ReducedHistory
MKLMarkel Group Inc.COM77,455$84.0M7.4%−147−0.2%ReducedHistory
GSGoldman Sachs Group IncStock210,536$61.7M5.5%−1,336−0.6%ReducedHistory
GOOGAlphabet Inc.Stock617,395$59.4M5.3%00.0%UnchangedConverted for a 20-for-1 splitHistory
HOMBHome Bancshares IncCOM2,585,995$58.2M5.2%−22,911−0.9%ReducedHistory
AMZNAmazon Com IncStock442,555$50.0M4.4%−3,980−0.9%ReducedHistory
BXBlackstone Inc.COM593,557$49.7M4.4%−6,335−1.1%ReducedHistory
MCOMoodys CorpStock184,415$44.8M4.0%−805−0.4%ReducedHistory
SCHWSchwab Charles CorpStock514,305$37.0M3.3%+1180.0%AddedHistory
JNJJohnson & JohnsonStock205,478$33.6M3.0%−5,595−2.7%ReducedHistory
NKENIKE, Inc.Stock386,347$32.1M2.8%+15,875+4.3%AddedHistory
AAPLApple Inc.Stock203,370$28.1M2.5%−4,100−2.0%ReducedHistory
JPMJPMorgan Chase & CoStock266,483$27.8M2.5%+13,853+5.5%AddedHistory
BAMBrookfield Asset Management Ltd.CL A LTD VT SH662,456$27.1M2.4%−70,104−9.6%ReducedHistory
ELEstee Lauder Companies IncCL A123,853$26.7M2.4%−270−0.2%ReducedHistory
GOOGLAlphabet Inc.Stock266,510$25.5M2.3%−2,970−1.1%ReducedConverted for a 20-for-1 splitHistory
AXPAmerican Express CoStock181,106$24.4M2.2%−1,035−0.6%ReducedHistory
CHTRCharter Communications, Inc.CL A79,384$24.1M2.1%+27,349+52.6%AddedHistory
AMTAmerican Tower CorpREIT107,224$23.0M2.0%+2,124+2.0%AddedHistory
DISWalt Disney CoStock235,443$22.2M2.0%+1,222+0.5%AddedHistory
KMXCarMax IncCOM317,153$20.9M1.9%−1,205−0.4%ReducedHistory
TROWPrice T Rowe Group IncStock198,357$20.8M1.8%+1,797+0.9%AddedHistory
PEPPepsiCo IncStock124,954$20.4M1.8%−3,177−2.5%ReducedHistory
TTWOTake Two Interactive Software IncCOM168,289$18.3M1.6%−15,760−8.6%ReducedHistory
MAMastercard IncStock53,983$15.3M1.4%−858−1.6%ReducedHistory
BRK.ABerkshire Hathaway IncCL A33$13.4M1.2%00.0%UnchangedHistory
DEIDouglas Emmett IncCOM675,079$12.1M1.1%−2,329−0.3%ReducedHistory
ORLYO Reilly Automotive IncStock17,012$12.0M1.1%−149−0.9%ReducedHistory
ADBEAdobe Inc.Stock36,784$10.1M0.9%+1,997+5.7%AddedHistory
DHILDiamond Hill Investment Group IncCOM NEW53,974$8.91M0.8%+4,351+8.8%AddedHistory
PACWPacwest BancorpCOM300,573$6.79M0.6%−15,950−5.0%ReducedHistory
GLPIGaming & Leisure Properties, Inc.COM147,446$6.52M0.6%−135−0.1%ReducedHistory
SBUXStarbucks CorpStock72,893$6.14M0.5%+3,445+5.0%AddedHistory
SHWSherwin Williams CoCOM25,630$5.25M0.5%−140−0.5%ReducedHistory
BKNGBooking Holdings Inc.Stock3,180$5.22M0.5%−941−22.8%ReducedHistory
COSTCostco Wholesale CorpStock9,235$4.36M0.4%−53−0.6%ReducedHistory
WFCWells Fargo & CompanyStock102,419$4.12M0.4%−650−0.6%ReducedHistory
PGProcter & Gamble CoStock27,126$3.42M0.3%−343−1.2%ReducedHistory
MSFTMicrosoft CorpStock13,895$3.24M0.3%−297−2.1%ReducedHistory
XOMExxonMobil Holdings CorpCOM30,276$2.64M0.2%−1,925−6.0%ReducedHistory
CHDNChurchill Downs IncCOM14,100$2.60M0.2%−525−3.6%ReducedHistory
KOCoca Cola CoStock38,386$2.15M0.2%−100−0.3%ReducedHistory
SBCFSeacoast Banking Corp of FloridaCOM NEW69,400$2.10M0.2%00.0%UnchangedHistory
TSLATesla, Inc.Stock6,990$1.85M0.2%−60−0.9%ReducedConverted for a 3-for-1 splitHistory
WYNNWynn Resorts LtdCOM27,846$1.75M0.2%−83,346−75.0%ReducedHistory
MCDMcDonalds CorpStock7,118$1.64M0.1%+87+1.2%AddedHistory
SPYSPDR S&P 500 ETF TrustETF4,132$1.48M0.1%+207+5.3%AddedHistory
KKRKKR & Co. Inc.COM30,825$1.32M0.1%+400+1.3%AddedHistory
CABOCable One, Inc.COM1,295$1.10M0.1%+1,295NewHistory
VNOVornado Realty TrustSH BEN INT47,403$1.10M0.1%−31,530−39.9%ReducedHistory
PNCPNC Financial Services Group, Inc.Stock7,242$1.08M0.1%00.0%UnchangedHistory
CVXChevron CorpStock7,504$1.08M0.1%−385−4.9%ReducedHistory
CMECME Group Inc.COM6,015$1.06M0.1%00.0%UnchangedHistory
LLYEli Lilly & CoStock3,112$1.01M0.1%00.0%UnchangedHistory
WMTWalmart Inc.Stock6,370$826.0K0.1%−120−1.8%ReducedHistory
INTUIntuit Inc.Stock1,909$739.0K0.1%00.0%UnchangedHistory
ABBVAbbVie Inc.Stock5,151$691.0K0.1%−200−3.7%ReducedHistory
UPSUnited Parcel Service IncStock4,089$661.0K0.1%−15−0.4%ReducedHistory
HUMHumana IncStock1,305$633.0K0.1%−178−12.0%ReducedHistory
HDHome Depot, Inc.Stock2,080$574.0K0.1%+33+1.6%AddedHistory
VVisa Inc.Stock2,915$518.0K<0.1%00.0%UnchangedHistory
LYVLive Nation Entertainment, Inc.COM6,788$516.0K<0.1%−16,780−71.2%ReducedHistory
WTFCWintrust Financial CorpCOM6,275$512.0K<0.1%−845−11.9%ReducedHistory
ABTAbbott LaboratoriesStock4,789$463.0K<0.1%−100−2.0%ReducedHistory
PFEPfizer IncStock10,508$460.0K<0.1%−506−4.6%ReducedHistory
PMPhilip Morris International Inc.Stock5,313$441.0K<0.1%−1,015−16.0%ReducedHistory
XMTRXometry, Inc.CLASS A COM7,483$425.0K<0.1%−6,565−46.7%ReducedHistory
MRKMerck & Co., Inc.Stock4,912$423.0K<0.1%−300−5.8%ReducedHistory
SUNSunoco LPCOM UT REP LP10,525$410.0K<0.1%00.0%UnchangedHistory
HSYHershey CoCOM1,786$394.0K<0.1%00.0%UnchangedHistory
MDLZMondelez International, Inc.Stock7,060$387.0K<0.1%−40−0.6%ReducedHistory
STWDStarwood Property Trust, Inc.COM20,000$364.0K<0.1%00.0%UnchangedHistory
METAMeta Platforms, Inc.Stock2,497$339.0K<0.1%−147−5.6%ReducedHistory
NVDANVIDIA CorpStock2,659$323.0K<0.1%00.0%UnchangedHistory
CTASCintas CorpStock825$320.0K<0.1%−25−2.9%ReducedHistory
RTXRTX CorpStock3,894$319.0K<0.1%00.0%UnchangedHistory
ADPAutomatic Data Processing IncStock1,360$308.0K<0.1%00.0%UnchangedHistory
USBUS Bancorp DECOM NEW7,300$294.0K<0.1%00.0%UnchangedHistory
UNPUnion Pacific CorpStock1,446$282.0K<0.1%−59−3.9%ReducedHistory
Rand Worldwide Inc752246108COM14,000$271.0K<0.1%00.0%Unchanged–
PSTXPoseida Therapeutics, Inc.COM76,398$270.0K<0.1%00.0%UnchangedHistory
TPLTexas Pacific Land CorpStock150$267.0K<0.1%00.0%UnchangedHistory
ACNAccenture plcStock950$244.0K<0.1%00.0%UnchangedHistory
CATCaterpillar IncStock1,338$220.0K<0.1%−47−3.4%ReducedHistory
FFord Motor CoStock16,675$187.0K<0.1%+16,675NewHistory
MVISMicrovision, Inc.COM NEW26,000$94.0K<0.1%00.0%UnchangedHistory

Sold out since Q2 2022 (6)

Positions held at the end of Q2 2022 that are gone from this filing.

Positions of Barr E S & Co sold out since Q2 2022
SecurityClassShares in Q2 2022Value in Q2 2022% of portfolio in Q2 2022History
Pershing Square Tontine Hldg71531R109COM CL A118,179$2.36M0.2%–
SYBTStock Yards Bancorp, Inc.COM11,687$699.0K0.1%History
BMYBristol Myers Squibb CoStock3,317$255.0K<0.1%History
EMREmerson Electric CoStock2,875$229.0K<0.1%History
FDXFedEx CorpStock1,000$227.0K<0.1%History
OPTUOptimum Communications, Inc.CL A12,475$115.0K<0.1%History