Skip to main content

Barr E S & Co

SEC CIK
0001040210
Latest filing
Aug 13, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 5, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
133
+18 vs. Q3 2025
Portfolio value
$1.92B
+$76.6M (+4.2%) vs. Q3 2025
Filed
Feb 5, 2026
SEC
Holdings of Barr E S & Co in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
BRK.BBerkshire Hathaway IncStock501,249$252.0M13.1%−7,891−1.5%ReducedHistory
GOOGAlphabet Inc.Stock547,808$171.9M8.9%−24,085−4.2%ReducedHistory
MKLMarkel Group Inc.COM77,974$167.6M8.7%−291−0.4%ReducedHistory
GSGoldman Sachs Group IncStock146,426$128.7M6.7%−2,597−1.7%ReducedHistory
JPMJPMorgan Chase & CoStock348,119$112.2M5.8%−27,501−7.3%ReducedHistory
AMZNAmazon Com IncStock447,689$103.3M5.4%−1,762−0.4%ReducedHistory
MCOMoodys CorpStock161,854$82.7M4.3%−988−0.6%ReducedHistory
BXBlackstone Inc.COM495,254$76.3M4.0%−5,256−1.1%ReducedHistory
SCHWSchwab Charles CorpStock756,888$75.6M3.9%−6,812−0.9%ReducedHistory
HOMBHome Bancshares IncCOM2,413,987$67.1M3.5%+70,717+3.0%AddedHistory
GOOGLAlphabet Inc.Stock180,116$56.4M2.9%−17,550−8.9%ReducedHistory
AXPAmerican Express CoStock147,529$54.6M2.8%−2,002−1.3%ReducedHistory
AAPLApple Inc.Stock167,850$45.6M2.4%+92+0.1%AddedHistory
BNBROOKFIELD CorpCL A LTD VT SH916,671$42.1M2.2%+298,380+48.3%AddedHistory
Vanguard Short-Term Bond ETF921937827ETF424,475$33.5M1.7%−32,030−7.0%Reduced–
AMTAmerican Tower CorpREIT175,052$30.7M1.6%−1,442−0.8%ReducedHistory
BROBrown & Brown, Inc.Stock362,669$28.9M1.5%+57,971+19.0%AddedHistory
TTWOTake Two Interactive Software IncCOM112,506$28.8M1.5%+156+0.1%AddedHistory
MAMastercard IncStock50,190$28.7M1.5%−300−0.6%ReducedHistory
NKENIKE, Inc.Stock434,691$27.7M1.4%+11,519+2.7%AddedHistory
MTDMettler Toledo International IncCOM18,843$26.3M1.4%−67−0.4%ReducedHistory
JNJJohnson & JohnsonStock122,829$25.4M1.3%−1,849−1.5%ReducedHistory
BRK.ABerkshire Hathaway IncCL A29$21.9M1.1%00.0%UnchangedHistory
ADBEAdobe Inc.Stock61,067$21.4M1.1%+5,891+10.7%AddedHistory
ORLYO Reilly Automotive IncStock197,583$18.0M0.9%−1,675−0.8%ReducedHistory
CHCOCity Holding CoCOM129,244$15.4M0.8%−482−0.4%ReducedHistory
ELEstee Lauder Companies IncCL A125,476$13.1M0.7%+5,339+4.4%AddedHistory
FCNCAFirst Citizens Bancshares IncCL A5,995$12.9M0.7%+1,495+33.2%AddedHistory
PEPPepsiCo IncStock86,194$12.4M0.6%−10,206−10.6%ReducedHistory
TROWPrice T Rowe Group IncStock105,673$10.8M0.6%−2,372−2.2%ReducedHistory
WYNNWynn Resorts LtdCOM87,484$10.5M0.5%−3,603−4.0%ReducedHistory
GLPIGaming & Leisure Properties, Inc.COM202,339$9.04M0.5%+17,997+9.8%AddedHistory
COSTCostco Wholesale CorpStock10,018$8.64M0.4%+72+0.7%AddedHistory
SHWSherwin Williams CoCOM25,901$8.39M0.4%−214−0.8%ReducedHistory
MSFTMicrosoft CorpStock14,688$7.10M0.4%+171+1.2%AddedHistory
NVDANVIDIA CorpStock34,840$6.50M0.3%+1,118+3.3%AddedHistory
WFCWells Fargo & CompanyStock67,512$6.29M0.3%−4,500−6.2%ReducedHistory
TSLATesla, Inc.Stock8,220$3.70M0.2%+150+1.9%AddedHistory
LLYEli Lilly & CoStock3,241$3.48M0.2%−70−2.1%ReducedHistory
PGProcter & Gamble CoStock22,976$3.29M0.2%−88−0.4%ReducedHistory
KKRKKR & Co. Inc.COM24,425$3.11M0.2%−800−3.2%ReducedHistory
XOMExxonMobil Holdings CorpCOM25,164$3.03M0.2%−12,827−33.8%ReducedHistory
WMTWalmart Inc.Stock26,409$2.94M0.2%+305+1.2%AddedHistory
SPYSPDR S&P 500 ETF TrustETF3,663$2.50M0.1%00.0%UnchangedHistory
DISWalt Disney CoStock19,598$2.23M0.1%−2,144−9.9%ReducedHistory
AVGOBroadcom Inc.Stock5,928$2.05M0.1%+162+2.8%AddedHistory
VVisa Inc.Stock5,258$1.84M0.1%+49+0.9%AddedHistory
CMECME Group Inc.COM6,000$1.64M0.1%00.0%UnchangedHistory
SBUXStarbucks CorpStock16,925$1.43M0.1%−3,550−17.3%ReducedHistory
KOCoca Cola CoStock20,359$1.42M0.1%−199−1.0%ReducedHistory
PNCPNC Financial Services Group, Inc.Stock6,700$1.40M0.1%00.0%UnchangedHistory
INTUIntuit Inc.Stock1,608$1.07M0.1%+24+1.5%AddedHistory
SBCFSeacoast Banking Corp of FloridaCOM NEW33,575$1.05M0.1%−5,500−14.1%ReducedHistory
MRKMerck & Co., Inc.Stock9,586$1.01M0.1%+5,523+135.9%AddedHistory
MCDMcDonalds CorpStock3,256$995.1K0.1%−75−2.3%ReducedHistory
FFord Motor CoStock72,151$946.6K<0.1%+44,776+163.6%AddedHistory
CATCaterpillar IncStock1,635$936.6K<0.1%−15−0.9%ReducedHistory
METAMeta Platforms, Inc.Stock1,308$863.4K<0.1%+44+3.5%AddedHistory
HDHome Depot, Inc.Stock2,471$850.3K<0.1%+51+2.1%AddedHistory
RFRegions Financial CorpCOM31,000$840.1K<0.1%00.0%UnchangedHistory
STTState Street CorpCOM6,250$806.3K<0.1%00.0%UnchangedHistory
HSYHershey CoCOM4,347$791.1K<0.1%+2,661+157.8%AddedHistory
Invesco QQQ Trust Series I46090E103ETF1,260$774.0K<0.1%00.0%Unchanged–
CTASCintas CorpStock3,919$737.0K<0.1%+119+3.1%AddedHistory
ABBVAbbVie Inc.Stock3,216$734.8K<0.1%+137+4.4%AddedHistory
DHILDiamond Hill Investment Group IncCOM NEW4,239$718.5K<0.1%−856−16.8%ReducedHistory
DGDollar General CorpCOM5,379$714.2K<0.1%+5,379NewHistory
HEIHeico CorpCOM2,200$711.9K<0.1%00.0%UnchangedHistory
WSBCWesbanco IncCOM19,196$638.1K<0.1%00.0%UnchangedHistory
TFCTruist Financial CorpCOM12,961$637.8K<0.1%+12,961NewHistory
CVXChevron CorpStock4,167$635.1K<0.1%−330−7.3%ReducedHistory
ESEversource EnergyStock9,208$620.0K<0.1%+9,208NewHistory
CVSCVS Health CorpStock7,725$613.1K<0.1%+7,725NewHistory
TDGTransDigm Group INCCOM445$591.8K<0.1%00.0%UnchangedHistory
PFEPfizer IncStock23,524$585.7K<0.1%+23,524NewHistory
SPGIS&P Global Inc.Stock1,100$574.8K<0.1%00.0%UnchangedHistory
RTXRTX CorpStock3,019$553.7K<0.1%−200−6.2%ReducedHistory
iShares Core S&P 500 ETF464287200ETF778$532.9K<0.1%+88+12.8%Added–
VZVerizon Communications IncStock12,511$509.6K<0.1%+12,511NewHistory
NOCNorthrop Grumman CorpStock876$499.5K<0.1%00.0%UnchangedHistory
TGTTarget CorpStock5,069$495.5K<0.1%+5,069NewHistory
TJXTJX Companies IncStock3,145$483.1K<0.1%+118+3.9%AddedHistory
iShares Tr4642874571 3 YR TREAS BD5,775$478.3K<0.1%−250−4.1%Reduced–
QCOMQualcomm IncStock2,790$477.2K<0.1%+2,790NewHistory
VSXYVictoria's Secret & Co.COMMON STOCK8,790$476.2K<0.1%00.0%UnchangedHistory
WTFCWintrust Financial CorpCOM3,374$471.8K<0.1%−76−2.2%ReducedHistory
WUWestern Union COStock49,795$463.6K<0.1%+49,795NewHistory
CCICrown Castle Inc.REIT5,137$456.5K<0.1%+5,137NewHistory
VRSKVerisk Analytics, Inc.COM1,973$441.3K<0.1%+60+3.1%AddedHistory
USBUS Bancorp DECOM NEW8,218$438.5K<0.1%00.0%UnchangedHistory
NFLXNetflix IncStock4,580$429.4K<0.1%+180+4.1%AddedConverted for a 10-for-1 splitHistory
FNFFidelity National Financial, Inc.COM SHS7,564$412.9K<0.1%+7,564NewHistory
DDominion Energy, IncStock6,667$390.6K<0.1%+6,667NewHistory
TPLTexas Pacific Land CorpStock1,350$387.7K<0.1%00.0%UnchangedConverted for a 3-for-1 splitHistory
CPRTCopart IncCOM9,750$381.7K<0.1%00.0%UnchangedHistory
FDXFedEx CorpStock1,316$380.1K<0.1%00.0%UnchangedHistory
UPSUnited Parcel Service IncStock3,717$368.7K<0.1%00.0%UnchangedHistory
TSNTyson Foods, Inc.Stock6,246$366.1K<0.1%+6,246NewHistory
BBWIBath & Body Works, Inc.COM18,000$361.4K<0.1%+18,000NewHistory
TXNTexas Instruments IncStock2,059$357.2K<0.1%+2,059NewHistory

Sold out since Q3 2025 (6)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of Barr E S & Co sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
CHDNChurchill Downs IncCOM28,000$2.72M0.1%History
Vanguard Energy ETF92204A306ETF3,500$440.5K<0.1%–
POSTPost Holdings, Inc.COM3,536$380.1K<0.1%History
GISGeneral Mills IncStock7,150$360.5K<0.1%History
GNRCGenerac Holdings Inc.Stock1,350$226.0K<0.1%History
WRBBerkley W R CorpCOM2,812$215.5K<0.1%History