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Barr E S & Co

SEC CIK
0001040210
Latest filing
Aug 13, 2026

Holdings in Q2 2023

Holdings as of Jun 30, 2023, filed Aug 10, 2023. Long positions only; changes compare share counts with Q1 2023.

Institution overview
Positions
93
+7 vs. Q1 2023
Portfolio value
$1.33B
+$118.1M (+9.8%) vs. Q1 2023
Filed
Aug 10, 2023
SEC
Holdings of Barr E S & Co in Q2 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
BRK.BBerkshire Hathaway IncStock575,016$196.1M14.8%+1750.0%AddedHistory
MKLMarkel Group Inc.COM77,258$106.9M8.1%+419+0.5%AddedHistory
GOOGAlphabet Inc.Stock618,020$74.8M5.6%−5,255−0.8%ReducedHistory
GSGoldman Sachs Group IncStock204,645$66.0M5.0%−494−0.2%ReducedHistory
MCOMoodys CorpStock182,667$63.5M4.8%−950−0.5%ReducedHistory
AMZNAmazon Com IncStock457,885$59.7M4.5%+1,146+0.3%AddedHistory
HOMBHome Bancshares IncCOM2,564,293$58.5M4.4%−5,614−0.2%ReducedHistory
BXBlackstone Inc.COM598,040$55.6M4.2%−1,920−0.3%ReducedHistory
NKENIKE, Inc.Stock388,006$42.8M3.2%−295−0.1%ReducedHistory
SCHWSchwab Charles CorpStock697,412$39.5M3.0%+50,084+7.7%AddedHistory
AAPLApple Inc.Stock196,877$38.2M2.9%−745−0.4%ReducedHistory
JPMJPMorgan Chase & CoStock259,163$37.7M2.8%−1,419−0.5%ReducedHistory
JNJJohnson & JohnsonStock188,509$31.2M2.4%−2,105−1.1%ReducedHistory
AXPAmerican Express CoStock175,993$30.7M2.3%−1,577−0.9%ReducedHistory
GOOGLAlphabet Inc.Stock251,488$30.1M2.3%−7,766−3.0%ReducedHistory
ELEstee Lauder Companies IncCL A150,235$29.5M2.2%+12,825+9.3%AddedHistory
AMTAmerican Tower CorpREIT140,385$27.2M2.1%+10,405+8.0%AddedHistory
KMXCarMax IncCOM305,958$25.6M1.9%−6,020−1.9%ReducedHistory
BNBROOKFIELD CorpCL A LTD VT SH681,395$22.9M1.7%+1,431+0.2%AddedHistory
CHCOCity Holding CoCOM253,449$22.8M1.7%+249,434+6,212.6%AddedHistory
ADBEAdobe Inc.Stock45,832$22.4M1.7%+229+0.5%AddedHistory
PEPPepsiCo IncStock120,059$22.2M1.7%−633−0.5%ReducedHistory
TROWPrice T Rowe Group IncStock189,417$21.2M1.6%−2,550−1.3%ReducedHistory
MAMastercard IncStock53,033$20.9M1.6%−232−0.4%ReducedHistory
CHTRCharter Communications, Inc.CL A47,510$17.5M1.3%−875−1.8%ReducedHistory
BRK.ABerkshire Hathaway IncCL A33$17.1M1.3%00.0%UnchangedHistory
DISWalt Disney CoStock187,798$16.8M1.3%−12,220−6.1%ReducedHistory
TTWOTake Two Interactive Software IncCOM113,429$16.7M1.3%−2,925−2.5%ReducedHistory
ORLYO Reilly Automotive IncStock15,820$15.1M1.1%−375−2.3%ReducedHistory
DHILDiamond Hill Investment Group IncCOM NEW52,155$8.93M0.7%−445−0.8%ReducedHistory
GLPIGaming & Leisure Properties, Inc.COM144,941$7.02M0.5%−578−0.4%ReducedHistory
SHWSherwin Williams CoCOM25,617$6.80M0.5%−160−0.6%ReducedHistory
SBUXStarbucks CorpStock54,528$5.40M0.4%−14,690−21.2%ReducedHistory
COSTCostco Wholesale CorpStock9,262$4.99M0.4%+188+2.1%AddedHistory
MSFTMicrosoft CorpStock14,342$4.88M0.4%+357+2.6%AddedHistory
DEIDouglas Emmett IncCOM363,669$4.57M0.3%−53,797−12.9%ReducedHistory
WFCWells Fargo & CompanyStock101,808$4.35M0.3%−543−0.5%ReducedHistory
PGProcter & Gamble CoStock26,814$4.07M0.3%+236+0.9%AddedHistory
CHDNChurchill Downs IncCOM28,200$3.92M0.3%00.0%UnchangedConverted for a 2-for-1 splitHistory
SBCFSeacoast Banking Corp of FloridaCOM NEW156,550$3.46M0.3%+60,800+63.5%AddedHistory
XOMExxonMobil Holdings CorpCOM27,975$3.00M0.2%+135+0.5%AddedHistory
WYNNWynn Resorts LtdCOM20,606$2.18M0.2%−125−0.6%ReducedHistory
KOCoca Cola CoStock35,616$2.14M0.2%−170−0.5%ReducedHistory
MCDMcDonalds CorpStock6,921$2.07M0.2%+16+0.2%AddedHistory
TSLATesla, Inc.Stock7,635$2.00M0.2%+140+1.9%AddedHistory
SPYSPDR S&P 500 ETF TrustETF3,783$1.68M0.1%−50−1.3%ReducedHistory
KKRKKR & Co. Inc.COM29,275$1.64M0.1%−1,100−3.6%ReducedHistory
LLYEli Lilly & CoStock3,386$1.59M0.1%+274+8.8%AddedHistory
NVDANVIDIA CorpStock3,359$1.42M0.1%+600+21.7%AddedHistory
CMECME Group Inc.COM6,000$1.11M0.1%00.0%UnchangedHistory
CVXChevron CorpStock6,854$1.08M0.1%00.0%UnchangedHistory
WMTWalmart Inc.Stock6,670$1.05M0.1%+300+4.7%AddedHistory
PNCPNC Financial Services Group, Inc.Stock6,975$878.5K0.1%+200+3.0%AddedHistory
INTUIntuit Inc.Stock1,909$874.7K0.1%00.0%UnchangedHistory
VVisa Inc.Stock3,343$793.9K0.1%+291+9.5%AddedHistory
ABBVAbbVie Inc.Stock5,579$751.7K0.1%+500+9.8%AddedHistory
UPSUnited Parcel Service IncStock4,077$730.8K0.1%00.0%UnchangedHistory
HDHome Depot, Inc.Stock2,304$715.7K0.1%+280+13.8%AddedHistory
MRKMerck & Co., Inc.Stock5,162$595.6K<0.1%+500+10.7%AddedHistory
ABTAbbott LaboratoriesStock5,173$564.0K<0.1%+384+8.0%AddedHistory
HUMHumana IncStock1,205$538.8K<0.1%00.0%UnchangedHistory
PMPhilip Morris International Inc.Stock5,313$518.7K<0.1%00.0%UnchangedHistory
LYVLive Nation Entertainment, Inc.COM5,673$516.9K<0.1%−300−5.0%ReducedHistory
MDLZMondelez International, Inc.Stock7,060$515.0K<0.1%00.0%UnchangedHistory
CTASCintas CorpStock1,025$509.5K<0.1%+200+24.2%AddedHistory
SUNSunoco LPCOM UT REP LP10,525$458.5K<0.1%00.0%UnchangedHistory
HSYHershey CoCOM1,786$446.0K<0.1%00.0%UnchangedHistory
RTXRTX CorpStock4,394$430.4K<0.1%+485+12.4%AddedHistory
WTFCWintrust Financial CorpCOM5,850$424.8K<0.1%00.0%UnchangedHistory
METAMeta Platforms, Inc.Stock1,433$411.2K<0.1%+300+26.5%AddedHistory
STWDStarwood Property Trust, Inc.COM20,000$388.0K<0.1%00.0%UnchangedHistory
VNOVornado Realty TrustSH BEN INT21,333$387.0K<0.1%−2,410−10.2%ReducedHistory
CATCaterpillar IncStock1,513$372.3K<0.1%+200+15.2%AddedHistory
ACNAccenture plcStock1,200$370.3K<0.1%+250+26.3%AddedHistory
iShares Core S&P 500 ETF464287200ETF811$361.5K<0.1%+811New–
ADPAutomatic Data Processing IncStock1,591$349.7K<0.1%00.0%UnchangedHistory
PFEPfizer IncStock9,008$330.4K<0.1%00.0%UnchangedHistory
AVGOBroadcom Inc.COM368$319.2K<0.1%+368NewHistory
CABOCable One, Inc.COM455$299.0K<0.1%−50−9.9%ReducedHistory
Rand Worldwide Inc752246108COM12,500$290.0K<0.1%00.0%Unchanged–
USBUS Bancorp DECOM NEW8,589$283.8K<0.1%00.0%UnchangedHistory
FDXFedEx CorpStock1,116$276.7K<0.1%+116+11.6%AddedHistory
UNPUnion Pacific CorpStock1,300$266.0K<0.1%00.0%UnchangedHistory
TJXTJX Companies IncStock3,009$255.1K<0.1%00.0%UnchangedHistory
FFord Motor CoStock16,675$252.3K<0.1%00.0%UnchangedHistory
BABoeing CoStock1,050$221.7K<0.1%+1,050NewHistory
CSXCSX CorpStock6,463$220.4K<0.1%+6,463NewHistory
DEDeere & CoStock535$216.8K<0.1%+535NewHistory
iShares Core MSCI Eafe ETF46432F842ETF3,115$210.3K<0.1%+3,115New–
YUMYum Brands IncStock1,502$208.1K<0.1%+1,502NewHistory
UNHUnitedHealth Group IncStock424$204.0K<0.1%+424NewHistory
iShares Core S&P Mid-Cap ETF464287507ETF767$200.6K<0.1%+767New–
MVISMicrovision, Inc.COM NEW34,000$155.7K<0.1%00.0%UnchangedHistory

Sold out since Q1 2023 (2)

Positions held at the end of Q1 2023 that are gone from this filing.

Positions of Barr E S & Co sold out since Q1 2023
SecurityClassShares in Q1 2023Value in Q1 2023% of portfolio in Q1 2023History
TPLTexas Pacific Land CorpStock150$255.2K<0.1%History
GISGeneral Mills IncStock2,358$201.5K<0.1%History