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Barr E S & Co

SEC CIK
0001040210
Latest filing
Aug 13, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Feb 13, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
107
+1 vs. Q3 2024
Portfolio value
$1.69B
+$88.1M (+5.5%) vs. Q3 2024
Filed
Feb 13, 2025
SEC
Holdings of Barr E S & Co in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
BRK.BBerkshire Hathaway IncStock541,444$245.4M14.5%−1,807−0.3%ReducedHistory
MKLMarkel Group Inc.COM80,853$139.6M8.3%+1,957+2.5%AddedHistory
GOOGAlphabet Inc.Stock593,969$113.1M6.7%−381−0.1%ReducedHistory
JPMJPMorgan Chase & CoStock430,130$103.1M6.1%+91,034+26.8%AddedHistory
AMZNAmazon Com IncStock447,545$98.2M5.8%−550−0.1%ReducedHistory
GSGoldman Sachs Group IncStock166,837$95.5M5.7%−3,245−1.9%ReducedHistory
BXBlackstone Inc.COM526,199$90.7M5.4%−3,778−0.7%ReducedHistory
MCOMoodys CorpStock166,410$78.8M4.7%−950−0.6%ReducedHistory
HOMBHome Bancshares IncCOM2,400,098$67.9M4.0%−140,915−5.5%ReducedHistory
SCHWSchwab Charles CorpStock798,079$59.1M3.5%−496−0.1%ReducedHistory
AXPAmerican Express CoStock157,004$46.6M2.8%−1,085−0.7%ReducedHistory
AAPLApple Inc.Stock174,965$43.8M2.6%−1,764−1.0%ReducedHistory
GOOGLAlphabet Inc.Stock217,464$41.2M2.4%−574−0.3%ReducedHistory
Vanguard Short-Term Bond ETF921937827ETF485,900$37.5M2.2%+2,851+0.6%Added–
BNBROOKFIELD CorpCL A LTD VT SH640,888$36.8M2.2%−2,703−0.4%ReducedHistory
AMTAmerican Tower CorpREIT171,850$31.5M1.9%+4,419+2.6%AddedHistory
NKENIKE, Inc.Stock389,732$29.5M1.7%−3,408−0.9%ReducedHistory
MAMastercard IncStock50,354$26.5M1.6%−173−0.3%ReducedHistory
BRK.ABerkshire Hathaway IncCL A35$23.8M1.4%00.0%UnchangedHistory
JNJJohnson & JohnsonStock150,509$21.8M1.3%−8,686−5.5%ReducedHistory
TTWOTake Two Interactive Software IncCOM112,744$20.8M1.2%+595+0.5%AddedHistory
ADBEAdobe Inc.Stock42,560$18.9M1.1%+155+0.4%AddedHistory
TROWPrice T Rowe Group IncStock160,176$18.1M1.1%−1,377−0.9%ReducedHistory
ORLYO Reilly Automotive IncStock14,536$17.2M1.0%−61−0.4%ReducedHistory
PEPPepsiCo IncStock109,577$16.7M1.0%−1,340−1.2%ReducedHistory
KMXCarMax IncCOM194,280$15.9M0.9%−16,866−8.0%ReducedHistory
CHCOCity Holding CoCOM130,700$15.5M0.9%−8,180−5.9%ReducedHistory
MTDMettler Toledo International IncCOM9,280$11.4M0.7%+433+4.9%AddedHistory
GLPIGaming & Leisure Properties, Inc.COM232,563$11.2M0.7%+5,450+2.4%AddedHistory
ELEstee Lauder Companies IncCL A149,321$11.2M0.7%−6,735−4.3%ReducedHistory
SHWSherwin Williams CoCOM25,014$8.50M0.5%−97−0.4%ReducedHistory
COSTCostco Wholesale CorpStock8,818$8.08M0.5%−56−0.6%ReducedHistory
MSFTMicrosoft CorpStock14,623$6.16M0.4%−119−0.8%ReducedHistory
WYNNWynn Resorts LtdCOM67,317$5.80M0.3%00.0%UnchangedHistory
WFCWells Fargo & CompanyStock77,694$5.46M0.3%−1,594−2.0%ReducedHistory
XOMExxonMobil Holdings CorpCOM43,616$4.69M0.3%−56−0.1%ReducedHistory
NVDANVIDIA CorpStock32,007$4.30M0.3%−178−0.6%ReducedHistory
KKRKKR & Co. Inc.COM26,375$3.90M0.2%−200−0.8%ReducedHistory
PGProcter & Gamble CoStock22,819$3.83M0.2%−207−0.9%ReducedHistory
CHDNChurchill Downs IncCOM28,200$3.77M0.2%00.0%UnchangedHistory
TSLATesla, Inc.Stock7,485$3.02M0.2%00.0%UnchangedHistory
DISWalt Disney CoStock25,267$2.81M0.2%−705−2.7%ReducedHistory
SBUXStarbucks CorpStock29,320$2.68M0.2%−3,331−10.2%ReducedHistory
LLYEli Lilly & CoStock3,246$2.51M0.1%−29−0.9%ReducedHistory
WMTWalmart Inc.Stock26,104$2.36M0.1%+3,553+15.8%AddedHistory
SPYSPDR S&P 500 ETF TrustETF3,803$2.23M0.1%00.0%UnchangedHistory
SBCFSeacoast Banking Corp of FloridaCOM NEW63,500$1.75M0.1%−750−1.2%ReducedHistory
DHILDiamond Hill Investment Group IncCOM NEW9,460$1.47M0.1%−1,575−14.3%ReducedHistory
CMECME Group Inc.COM6,000$1.39M0.1%−18−0.3%ReducedHistory
PNCPNC Financial Services Group, Inc.Stock7,157$1.38M0.1%+15+0.2%AddedHistory
KOCoca Cola CoStock22,108$1.38M0.1%−562−2.5%ReducedHistory
AVGOBroadcom Inc.Stock5,836$1.35M0.1%+166+2.9%AddedHistory
INTUIntuit Inc.Stock1,809$1.14M0.1%−6−0.3%ReducedHistory
VVisa Inc.Stock3,257$1.03M0.1%−49−1.5%ReducedHistory
MCDMcDonalds CorpStock3,481$1.01M0.1%−16−0.5%ReducedHistory
CVXChevron CorpStock6,297$912.1K0.1%−1,040−14.2%ReducedHistory
HDHome Depot, Inc.Stock2,127$827.4K<0.1%−42−1.9%ReducedHistory
MRKMerck & Co., Inc.Stock8,183$814.0K<0.1%+1,600+24.3%AddedHistory
METAMeta Platforms, Inc.Stock1,344$786.9K<0.1%00.0%UnchangedHistory
RFRegions Financial CorpCOM31,000$729.1K<0.1%00.0%UnchangedHistory
CTASCintas CorpStock3,800$694.3K<0.1%00.0%UnchangedHistory
CATCaterpillar IncStock1,850$671.1K<0.1%00.0%UnchangedHistory
Invesco QQQ Trust Series I46090E103ETF1,310$669.7K<0.1%00.0%Unchanged–
ABBVAbbVie Inc.Stock3,539$628.9K<0.1%−26−0.7%ReducedHistory
STTState Street CorpCOM6,250$613.4K<0.1%00.0%UnchangedHistory
Vanguard Energy ETF92204A306ETF5,000$606.5K<0.1%+5,000New–
WTFCWintrust Financial CorpCOM4,800$598.6K<0.1%00.0%UnchangedHistory
iShares Core S&P 500 ETF464287200ETF992$584.0K<0.1%00.0%Unchanged–
iShares Tr4642874571 3 YR TREAS BD6,775$555.4K<0.1%+1,000+17.3%Added–
GISGeneral Mills IncStock7,856$501.0K<0.1%00.0%UnchangedHistory
UPSUnited Parcel Service IncStock3,958$499.1K<0.1%−25−0.6%ReducedHistory
TPLTexas Pacific Land CorpStock450$497.7K<0.1%00.0%UnchangedHistory
NOCNorthrop Grumman CorpStock1,038$487.1K<0.1%+632+155.7%AddedHistory
USBUS Bancorp DECOM NEW9,168$438.5K<0.1%00.0%UnchangedHistory
POSTPost Holdings, Inc.COM3,717$425.4K<0.1%00.0%UnchangedHistory
ADPAutomatic Data Processing IncStock1,377$403.1K<0.1%00.0%UnchangedHistory
iShares Core S&P Mid-Cap ETF464287507ETF6,085$379.2K<0.1%00.0%Unchanged–
FDXFedEx CorpStock1,343$377.8K<0.1%00.0%UnchangedHistory
RTXRTX CorpStock3,219$372.5K<0.1%−563−14.9%ReducedHistory
COPConocoPhillipsStock3,725$369.4K<0.1%−103−2.7%ReducedHistory
TJXTJX Companies IncStock3,027$365.6K<0.1%−37−1.2%ReducedHistory
BRBRBellring Brands, Inc.Stock4,711$354.9K<0.1%00.0%UnchangedHistory
SUNSunoco LPCOM UT REP LP6,500$334.4K<0.1%−1,000−13.3%ReducedHistory
iShares S&P 500 Growth ETF464287309ETF3,270$332.0K<0.1%00.0%Unchanged–
UNPUnion Pacific CorpStock1,446$329.7K<0.1%−11−0.8%ReducedHistory
ACNAccenture plcStock893$314.1K<0.1%−15−1.7%ReducedHistory
MGMMGM Resorts InternationalStock9,000$311.9K<0.1%+9,000NewHistory
ABTAbbott LaboratoriesStock2,655$300.3K<0.1%−20−0.7%ReducedHistory
HSYHershey CoCOM1,686$285.5K<0.1%00.0%UnchangedHistory
XMTRXometry, Inc.CLASS A COM6,198$264.4K<0.1%+6,198NewHistory
MMM3M CoStock2,005$258.8K<0.1%00.0%UnchangedHistory
AMGNAmgen IncStock957$249.4K<0.1%00.0%UnchangedHistory
iShares Core MSCI Eafe ETF46432F842ETF3,525$247.7K<0.1%00.0%Unchanged–
HUMHumana IncStock975$247.4K<0.1%−115−10.6%ReducedHistory
ENREnergizer Holdings, Inc.COM7,024$245.1K<0.1%00.0%UnchangedHistory
EMREmerson Electric CoStock1,925$238.6K<0.1%−30−1.5%ReducedHistory
PMPhilip Morris International Inc.Stock1,980$238.3K<0.1%−250−11.2%ReducedHistory
CSXCSX CorpStock7,000$225.9K<0.1%00.0%UnchangedHistory
PGRProgressive CorpStock900$215.6K<0.1%00.0%UnchangedHistory
UNHUnitedHealth Group IncStock425$215.2K<0.1%−37−8.0%ReducedHistory

Sold out since Q3 2024 (5)

Positions held at the end of Q3 2024 that are gone from this filing.

Positions of Barr E S & Co sold out since Q3 2024
SecurityClassShares in Q3 2024Value in Q3 2024% of portfolio in Q3 2024History
BF.BBrown Forman CorpStock5,200$255.8K<0.1%History
Vanguard Morningstar Total Stock Market ETF922908769ETF868$245.9K<0.1%–
PFEPfizer IncStock7,680$222.3K<0.1%History
MPCMarathon Petroleum CorpStock1,319$214.9K<0.1%History
Vanguard Morningstar Growth ETF922908736ETF525$201.7K<0.1%–