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Barr E S & Co

SEC CIK
0001040210
Latest filing
Aug 13, 2026

Holdings in Q4 2022

Holdings as of Dec 31, 2022, filed Feb 14, 2023. Long positions only; changes compare share counts with Q3 2022.

Institution overview
Positions
88
+2 vs. Q3 2022
Portfolio value
$1.20B
+$74.7M (+6.6%) vs. Q3 2022
Filed
Feb 14, 2023
SEC
Holdings of Barr E S & Co in Q4 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
BRK.BBerkshire Hathaway IncStock578,674$178.8M14.8%−5,415−0.9%ReducedHistory
MKLMarkel Group Inc.COM77,026$101.5M8.4%−429−0.6%ReducedHistory
GSGoldman Sachs Group IncStock207,221$71.2M5.9%−3,315−1.6%ReducedHistory
HOMBHome Bancshares IncCOM2,550,875$58.1M4.8%−35,120−1.4%ReducedHistory
GOOGAlphabet Inc.Stock621,215$55.1M4.6%+3,820+0.6%AddedHistory
SCHWSchwab Charles CorpStock649,742$54.1M4.5%+135,437+26.3%AddedHistory
MCOMoodys CorpStock185,143$51.6M4.3%+728+0.4%AddedHistory
NKENIKE, Inc.Stock390,456$45.7M3.8%+4,109+1.1%AddedHistory
BXBlackstone Inc.COM604,145$44.8M3.7%+10,588+1.8%AddedHistory
AMZNAmazon Com IncStock446,194$37.5M3.1%+3,639+0.8%AddedHistory
JPMJPMorgan Chase & CoStock262,238$35.2M2.9%−4,245−1.6%ReducedHistory
JNJJohnson & JohnsonStock196,660$34.7M2.9%−8,818−4.3%ReducedHistory
ELEstee Lauder Companies IncCL A138,251$34.3M2.8%+14,398+11.6%AddedHistory
AXPAmerican Express CoStock179,788$26.6M2.2%−1,318−0.7%ReducedHistory
AAPLApple Inc.Stock200,885$26.1M2.2%−2,485−1.2%ReducedHistory
AMTAmerican Tower CorpREIT116,664$24.7M2.1%+9,440+8.8%AddedHistory
GOOGLAlphabet Inc.Stock264,217$23.3M1.9%−2,293−0.9%ReducedHistory
PEPPepsiCo IncStock123,593$22.3M1.9%−1,361−1.1%ReducedHistory
BNBROOKFIELD CorpCL A LTD VT SH677,503$21.3M1.8%+677,503NewHistory
TROWPrice T Rowe Group IncStock194,952$21.3M1.8%−3,405−1.7%ReducedHistory
DISWalt Disney CoStock223,325$19.4M1.6%−12,118−5.1%ReducedHistory
KMXCarMax IncCOM315,648$19.2M1.6%−1,505−0.5%ReducedHistory
MAMastercard IncStock53,540$18.6M1.5%−443−0.8%ReducedHistory
CHTRCharter Communications, Inc.CL A49,540$16.8M1.4%−29,844−37.6%ReducedHistory
BRK.ABerkshire Hathaway IncCL A33$15.5M1.3%00.0%UnchangedHistory
ORLYO Reilly Automotive IncStock16,680$14.1M1.2%−332−2.0%ReducedHistory
TTWOTake Two Interactive Software IncCOM119,779$12.5M1.0%−48,510−28.8%ReducedHistory
ADBEAdobe Inc.Stock33,164$11.2M0.9%−3,620−9.8%ReducedHistory
DHILDiamond Hill Investment Group IncCOM NEW53,929$9.98M0.8%−45−0.1%ReducedHistory
DEIDouglas Emmett IncCOM591,207$9.27M0.8%−83,872−12.4%ReducedHistory
GLPIGaming & Leisure Properties, Inc.COM145,747$7.59M0.6%−1,699−1.2%ReducedHistory
SBUXStarbucks CorpStock73,768$7.32M0.6%+875+1.2%AddedHistory
PACWPacwest BancorpCOM268,748$6.17M0.5%−31,825−10.6%ReducedHistory
SHWSherwin Williams CoCOM25,677$6.09M0.5%+47+0.2%AddedHistory
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS159,227$4.57M0.4%+159,227NewHistory
BKNGBooking Holdings Inc.Stock2,131$4.29M0.4%−1,049−33.0%ReducedHistory
WFCWells Fargo & CompanyStock103,701$4.28M0.4%+1,282+1.3%AddedHistory
COSTCostco Wholesale CorpStock9,165$4.18M0.3%−70−0.8%ReducedHistory
PGProcter & Gamble CoStock26,976$4.09M0.3%−150−0.6%ReducedHistory
MSFTMicrosoft CorpStock13,839$3.32M0.3%−56−0.4%ReducedHistory
XOMExxonMobil Holdings CorpCOM28,940$3.19M0.3%−1,336−4.4%ReducedHistory
CHDNChurchill Downs IncCOM14,100$2.98M0.2%00.0%UnchangedHistory
KOCoca Cola CoStock35,811$2.28M0.2%−2,575−6.7%ReducedHistory
SBCFSeacoast Banking Corp of FloridaCOM NEW67,400$2.10M0.2%−2,000−2.9%ReducedHistory
WYNNWynn Resorts LtdCOM22,706$1.87M0.2%−5,140−18.5%ReducedHistory
MCDMcDonalds CorpStock6,921$1.82M0.2%−197−2.8%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF3,975$1.52M0.1%−157−3.8%ReducedHistory
KKRKKR & Co. Inc.COM30,375$1.41M0.1%−450−1.5%ReducedHistory
CVXChevron CorpStock7,254$1.30M0.1%−250−3.3%ReducedHistory
LLYEli Lilly & CoStock3,112$1.14M0.1%00.0%UnchangedHistory
PNCPNC Financial Services Group, Inc.Stock7,042$1.11M0.1%−200−2.8%ReducedHistory
CMECME Group Inc.COM6,000$1.01M0.1%−15−0.2%ReducedHistory
TSLATesla, Inc.Stock7,495$923.2K0.1%+505+7.2%AddedHistory
WMTWalmart Inc.Stock6,370$903.2K0.1%00.0%UnchangedHistory
ABBVAbbVie Inc.Stock5,079$820.8K0.1%−72−1.4%ReducedHistory
INTUIntuit Inc.Stock1,909$743.0K0.1%00.0%UnchangedHistory
UPSUnited Parcel Service IncStock4,077$708.7K0.1%−12−0.3%ReducedHistory
VNOVornado Realty TrustSH BEN INT33,726$701.8K0.1%−13,677−28.9%ReducedHistory
HUMHumana IncStock1,305$668.4K0.1%00.0%UnchangedHistory
HDHome Depot, Inc.Stock2,080$657.0K0.1%00.0%UnchangedHistory
VVisa Inc.Stock2,915$605.6K0.1%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock4,912$545.0K<0.1%00.0%UnchangedHistory
PFEPfizer IncStock10,508$538.4K<0.1%00.0%UnchangedHistory
PMPhilip Morris International Inc.Stock5,313$537.7K<0.1%00.0%UnchangedHistory
ABTAbbott LaboratoriesStock4,789$525.8K<0.1%00.0%UnchangedHistory
WTFCWintrust Financial CorpCOM6,200$524.0K<0.1%−75−1.2%ReducedHistory
MDLZMondelez International, Inc.Stock7,060$470.5K<0.1%00.0%UnchangedHistory
SUNSunoco LPCOM UT REP LP10,525$453.6K<0.1%00.0%UnchangedHistory
LYVLive Nation Entertainment, Inc.COM6,398$446.2K<0.1%−390−5.7%ReducedHistory
CABOCable One, Inc.COM605$430.7K<0.1%−690−53.3%ReducedHistory
HSYHershey CoCOM1,786$413.6K<0.1%00.0%UnchangedHistory
RTXRTX CorpStock3,894$393.0K<0.1%00.0%UnchangedHistory
NVDANVIDIA CorpStock2,659$388.6K<0.1%00.0%UnchangedHistory
USBUS Bancorp DECOM NEW8,689$378.9K<0.1%+1,389+19.0%AddedHistory
CTASCintas CorpStock825$372.6K<0.1%00.0%UnchangedHistory
STWDStarwood Property Trust, Inc.COM20,000$366.6K<0.1%00.0%UnchangedHistory
TPLTexas Pacific Land CorpStock150$351.6K<0.1%00.0%UnchangedHistory
ADPAutomatic Data Processing IncStock1,360$324.9K<0.1%00.0%UnchangedHistory
CATCaterpillar IncStock1,338$320.5K<0.1%00.0%UnchangedHistory
UNPUnion Pacific CorpStock1,446$299.4K<0.1%00.0%UnchangedHistory
Rand Worldwide Inc752246108COM12,718$253.7K<0.1%−1,282−9.2%Reduced–
ACNAccenture plcStock950$253.5K<0.1%00.0%UnchangedHistory
XMTRXometry, Inc.CLASS A COM7,483$241.2K<0.1%00.0%UnchangedHistory
NOCNorthrop Grumman CorpStock401$218.8K<0.1%+401NewHistory
COPConocoPhillipsStock1,725$203.6K<0.1%+1,725NewHistory
METAMeta Platforms, Inc.Stock1,688$203.1K<0.1%−809−32.4%ReducedHistory
FFord Motor CoStock16,675$193.9K<0.1%00.0%UnchangedHistory
MVISMicrovision, Inc.COM NEW26,000$61.1K<0.1%00.0%UnchangedHistory

Sold out since Q3 2022 (2)

Positions held at the end of Q3 2022 that are gone from this filing.

Positions of Barr E S & Co sold out since Q3 2022
SecurityClassShares in Q3 2022Value in Q3 2022% of portfolio in Q3 2022History
BAMBrookfield Asset Management Ltd.CL A LTD VT SH662,456$27.1M2.4%History
PSTXPoseida Therapeutics, Inc.COM76,398$270.0K<0.1%History