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Barr E S & Co

SEC CIK
0001040210
Latest filing
Aug 13, 2026

Holdings in Q1 2023

Holdings as of Mar 31, 2023, filed May 15, 2023. Long positions only; changes compare share counts with Q4 2022.

Institution overview
Positions
86
−2 vs. Q4 2022
Portfolio value
$1.21B
+$2.77M (+0.2%) vs. Q4 2022
Filed
May 15, 2023
SEC
Holdings of Barr E S & Co in Q1 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
BRK.BBerkshire Hathaway IncStock574,841$177.5M14.7%−3,833−0.7%ReducedHistory
MKLMarkel Group Inc.COM76,839$98.2M8.1%−187−0.2%ReducedHistory
GSGoldman Sachs Group IncStock205,139$67.1M5.6%−2,082−1.0%ReducedHistory
GOOGAlphabet Inc.Stock623,275$64.8M5.4%+2,060+0.3%AddedHistory
MCOMoodys CorpStock183,617$56.2M4.7%−1,526−0.8%ReducedHistory
HOMBHome Bancshares IncCOM2,569,907$55.8M4.6%+19,032+0.7%AddedHistory
BXBlackstone Inc.COM599,960$52.7M4.4%−4,185−0.7%ReducedHistory
NKENIKE, Inc.Stock388,301$47.6M3.9%−2,155−0.6%ReducedHistory
AMZNAmazon Com IncStock456,739$47.2M3.9%+10,545+2.4%AddedHistory
JPMJPMorgan Chase & CoStock260,582$34.0M2.8%−1,656−0.6%ReducedHistory
SCHWSchwab Charles CorpStock647,328$33.9M2.8%−2,414−0.4%ReducedHistory
ELEstee Lauder Companies IncCL A137,410$33.9M2.8%−841−0.6%ReducedHistory
AAPLApple Inc.Stock197,622$32.6M2.7%−3,263−1.6%ReducedHistory
JNJJohnson & JohnsonStock190,614$29.5M2.4%−6,046−3.1%ReducedHistory
AXPAmerican Express CoStock177,570$29.3M2.4%−2,218−1.2%ReducedHistory
GOOGLAlphabet Inc.Stock259,254$26.9M2.2%−4,963−1.9%ReducedHistory
AMTAmerican Tower CorpREIT129,980$26.6M2.2%+13,316+11.4%AddedHistory
BNBROOKFIELD CorpCL A LTD VT SH679,964$22.2M1.8%+2,461+0.4%AddedHistory
PEPPepsiCo IncStock120,692$22.0M1.8%−2,901−2.3%ReducedHistory
TROWPrice T Rowe Group IncStock191,967$21.7M1.8%−2,985−1.5%ReducedHistory
KMXCarMax IncCOM311,978$20.1M1.7%−3,670−1.2%ReducedHistory
DISWalt Disney CoStock200,018$20.0M1.7%−23,307−10.4%ReducedHistory
MAMastercard IncStock53,265$19.4M1.6%−275−0.5%ReducedHistory
ADBEAdobe Inc.Stock45,603$17.6M1.5%+12,439+37.5%AddedHistory
CHTRCharter Communications, Inc.CL A48,385$17.3M1.4%−1,155−2.3%ReducedHistory
BRK.ABerkshire Hathaway IncCL A33$15.4M1.3%00.0%UnchangedHistory
TTWOTake Two Interactive Software IncCOM116,354$13.9M1.1%−3,425−2.9%ReducedHistory
ORLYO Reilly Automotive IncStock16,195$13.7M1.1%−485−2.9%ReducedHistory
DHILDiamond Hill Investment Group IncCOM NEW52,600$8.66M0.7%−1,329−2.5%ReducedHistory
GLPIGaming & Leisure Properties, Inc.COM145,519$7.58M0.6%−228−0.2%ReducedHistory
SBUXStarbucks CorpStock69,218$7.21M0.6%−4,550−6.2%ReducedHistory
SHWSherwin Williams CoCOM25,777$5.79M0.5%+100+0.4%AddedHistory
DEIDouglas Emmett IncCOM417,466$5.15M0.4%−173,741−29.4%ReducedHistory
COSTCostco Wholesale CorpStock9,074$4.51M0.4%−91−1.0%ReducedHistory
MSFTMicrosoft CorpStock13,985$4.03M0.3%+146+1.1%AddedHistory
PGProcter & Gamble CoStock26,578$3.95M0.3%−398−1.5%ReducedHistory
WFCWells Fargo & CompanyStock102,351$3.83M0.3%−1,350−1.3%ReducedHistory
CHDNChurchill Downs IncCOM14,100$3.62M0.3%00.0%UnchangedHistory
XOMExxonMobil Holdings CorpCOM27,840$3.05M0.3%−1,100−3.8%ReducedHistory
WYNNWynn Resorts LtdCOM20,731$2.32M0.2%−1,975−8.7%ReducedHistory
SBCFSeacoast Banking Corp of FloridaCOM NEW95,750$2.27M0.2%+28,350+42.1%AddedHistory
KOCoca Cola CoStock35,786$2.22M0.2%−25−0.1%ReducedHistory
MCDMcDonalds CorpStock6,905$1.93M0.2%−16−0.2%ReducedHistory
KKRKKR & Co. Inc.COM30,375$1.60M0.1%00.0%UnchangedHistory
SPYSPDR S&P 500 ETF TrustETF3,833$1.57M0.1%−142−3.6%ReducedHistory
TSLATesla, Inc.Stock7,495$1.55M0.1%00.0%UnchangedHistory
CMECME Group Inc.COM6,000$1.15M0.1%00.0%UnchangedHistory
CVXChevron CorpStock6,854$1.12M0.1%−400−5.5%ReducedHistory
LLYEli Lilly & CoStock3,112$1.07M0.1%00.0%UnchangedHistory
WMTWalmart Inc.Stock6,370$939.3K0.1%00.0%UnchangedHistory
PNCPNC Financial Services Group, Inc.Stock6,775$861.1K0.1%−267−3.8%ReducedHistory
INTUIntuit Inc.Stock1,909$851.1K0.1%00.0%UnchangedHistory
ABBVAbbVie Inc.Stock5,079$809.4K0.1%00.0%UnchangedHistory
UPSUnited Parcel Service IncStock4,077$790.9K0.1%00.0%UnchangedHistory
NVDANVIDIA CorpStock2,759$766.4K0.1%+100+3.8%AddedHistory
VVisa Inc.Stock3,052$688.1K0.1%+137+4.7%AddedHistory
HDHome Depot, Inc.Stock2,024$597.3K<0.1%−56−2.7%ReducedHistory
HUMHumana IncStock1,205$585.0K<0.1%−100−7.7%ReducedHistory
PMPhilip Morris International Inc.Stock5,313$516.7K<0.1%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock4,662$496.0K<0.1%−250−5.1%ReducedHistory
MDLZMondelez International, Inc.Stock7,060$492.2K<0.1%00.0%UnchangedHistory
ABTAbbott LaboratoriesStock4,789$485.0K<0.1%00.0%UnchangedHistory
SUNSunoco LPCOM UT REP LP10,525$461.9K<0.1%00.0%UnchangedHistory
HSYHershey CoCOM1,786$454.4K<0.1%00.0%UnchangedHistory
WTFCWintrust Financial CorpCOM5,850$426.8K<0.1%−350−5.6%ReducedHistory
LYVLive Nation Entertainment, Inc.COM5,973$418.1K<0.1%−425−6.6%ReducedHistory
RTXRTX CorpStock3,909$382.8K<0.1%+15+0.4%AddedHistory
CTASCintas CorpStock825$381.7K<0.1%00.0%UnchangedHistory
PFEPfizer IncStock9,008$367.5K<0.1%−1,500−14.3%ReducedHistory
VNOVornado Realty TrustSH BEN INT23,743$364.9K<0.1%−9,983−29.6%ReducedHistory
CHCOCity Holding CoCOM4,015$364.9K<0.1%+4,015NewHistory
CABOCable One, Inc.COM505$354.5K<0.1%−100−16.5%ReducedHistory
ADPAutomatic Data Processing IncStock1,591$354.2K<0.1%+231+17.0%AddedHistory
STWDStarwood Property Trust, Inc.COM20,000$353.8K<0.1%00.0%UnchangedHistory
USBUS Bancorp DECOM NEW8,589$309.6K<0.1%−100−1.2%ReducedHistory
CATCaterpillar IncStock1,313$300.5K<0.1%−25−1.9%ReducedHistory
Rand Worldwide Inc752246108COM12,500$299.3K<0.1%−218−1.7%Reduced–
ACNAccenture plcStock950$271.5K<0.1%00.0%UnchangedHistory
UNPUnion Pacific CorpStock1,300$261.6K<0.1%−146−10.1%ReducedHistory
TPLTexas Pacific Land CorpStock150$255.2K<0.1%00.0%UnchangedHistory
METAMeta Platforms, Inc.Stock1,133$240.1K<0.1%−555−32.9%ReducedHistory
TJXTJX Companies IncStock3,009$235.8K<0.1%+3,009NewHistory
FDXFedEx CorpStock1,000$228.5K<0.1%+1,000NewHistory
FFord Motor CoStock16,675$210.1K<0.1%00.0%UnchangedHistory
GISGeneral Mills IncStock2,358$201.5K<0.1%+2,358NewHistory
MVISMicrovision, Inc.COM NEW34,000$90.8K<0.1%+8,000+30.8%AddedHistory

Sold out since Q4 2022 (6)

Positions held at the end of Q4 2022 that are gone from this filing.

Positions of Barr E S & Co sold out since Q4 2022
SecurityClassShares in Q4 2022Value in Q4 2022% of portfolio in Q4 2022History
PACWPacwest BancorpCOM268,748$6.17M0.5%History
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS159,227$4.57M0.4%History
BKNGBooking Holdings Inc.Stock2,131$4.29M0.4%History
XMTRXometry, Inc.CLASS A COM7,483$241.2K<0.1%History
NOCNorthrop Grumman CorpStock401$218.8K<0.1%History
COPConocoPhillipsStock1,725$203.6K<0.1%History