BARR E S & CO Diversified Active

CIK: 0001040210 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Nov 10, 2016

Total Value ($000): $813,057 (100.0% shares, 0.0% debt)

Holdings (83)

BRK/B BERKSHIRE HATHAWAY B 13.8%
Value ($000) $112,206 Shares 776,670 Est. Cost $111.17 Unrealized +31.6%
MKL MARKEL CORP COM 8.1%
Value ($000) $65,977 Shares 71,037 Est. Cost $523.59 Unrealized +78.2%
JNJ JOHNSON AND JOHNSON 4.1%
Value ($000) $33,165 Shares 280,751 Est. Cost $61.79 Unrealized +51.5%
EXXON MOBIL CORP COM 3.9%
Value ($000) $31,433 Shares 360,136 Est. Cost $89.39 Unrealized
GOLDMAN SACHS GRP INC 3.6%
Value ($000) $29,175 Shares 180,908 Est. Cost $155.02 Unrealized
ENSTAR GROUP LTD 3.5%
Value ($000) $28,326 Shares 172,227 Est. Cost $133.61 Unrealized
SLB SCHLUMBERGER LTD 3.2%
Value ($000) $25,943 Shares 329,892 Est. Cost $65.08 Unrealized -6.8%
WYNN WYNN RESORTS LTD 3.1%
Value ($000) $25,182 Shares 258,492 Est. Cost $97.41 Unrealized -10.5%
PEP PEPSICO INC 3.0%
Value ($000) $24,382 Shares 224,159 Est. Cost $56.00 Unrealized +44.8%
WFC WELLS FARGO & CO 3.0%
Value ($000) $24,169 Shares 545,827 Est. Cost $28.04 Unrealized +31.4%
VNO VORNADO REALTY TRUST 2.8%
Value ($000) $22,816 Shares 225,435 Est. Cost $83.34 Unrealized
AXP AMERICAN EXPRESS CO 2.8%
Value ($000) $22,783 Shares 355,761 Est. Cost $61.68 Unrealized -8.7%
AMG AFFILIATED MANAGERS GRP 2.7%
Value ($000) $21,932 Shares 151,568 Est. Cost $150.34 Unrealized -7.8%
BLACKSTONE GROUP 2.6%
Value ($000) $20,847 Shares 816,587 Est. Cost $27.80 Unrealized
KO COCA COLA COM 2.4%
Value ($000) $19,724 Shares 466,056 Est. Cost $27.75 Unrealized +17.3%
ALPHABET INC CL C 2.4%
Value ($000) $19,478 Shares 25,059 Est. Cost $758.89 Unrealized
DOUGLAS EMMETT INC 2.3%
Value ($000) $19,031 Shares 519,540 Est. Cost $24.95 Unrealized
WHOLE FOODS MARKET, INC. 2.1%
Value ($000) $16,736 Shares 590,320 Est. Cost $36.58 Unrealized
TIFFANY & CO NEW 1.9%
Value ($000) $15,622 Shares 215,089 Est. Cost $72.70 Unrealized
NKE NIKE INC CL B 1.9%
Value ($000) $15,365 Shares 291,834 Est. Cost $41.30 Unrealized +21.1%
LEUCADIA NATL CORP 1.8%
Value ($000) $14,588 Shares 766,192 Est. Cost $25.26 Unrealized
KMX CARMAX INC 1.8%
Value ($000) $14,278 Shares 267,638 Est. Cost $50.20 Unrealized +12.9%
GAMING & LEISURE PPTYS 1.7%
Value ($000) $14,204 Shares 424,627 Est. Cost $42.36 Unrealized
ALPHABET INC CL A 1.7%
Value ($000) $13,520 Shares 16,815 Est. Cost $777.99 Unrealized
JPMORGAN CHASE & CO 1.6%
Value ($000) $13,294 Shares 199,638 Est. Cost $53.76 Unrealized
BROOKFIELD ASSET MGMT 1.6%
Value ($000) $13,017 Shares 370,435 Est. Cost $35.59 Unrealized
GAMI GAMCO INVS INC 1.6%
Value ($000) $12,946 Shares 454,716 Est. Cost $22.00 Unrealized +9.0%
EL ESTEE LAUDER 1.5%
Value ($000) $12,245 Shares 138,273 Est. Cost $58.22 Unrealized +38.9%
AMZN AMAZON.COM INC. 1.4%
Value ($000) $11,371 Shares 13,580 Est. Cost $28.45 Unrealized +34.5%
SOUTHERN NATL BANCORP VA 1.2%
Value ($000) $9,405 Shares 720,694 Est. Cost $10.73 Unrealized
BRK/A BERKSHIRE HATHAWAY A 1.0%
Value ($000) $8,216 Shares 38 Est. Cost $165023.42 Unrealized +32.9%
AAPL APPLE INC 0.9%
Value ($000) $7,617 Shares 67,376 Est. Cost $18.26 Unrealized +32.7%
REALOGY HLDGS CORP 0.8%
Value ($000) $6,833 Shares 264,235 Est. Cost $40.83 Unrealized
T ROWE PRICE ASSOCIATES 0.8%
Value ($000) $6,428 Shares 96,658 Est. Cost $78.35 Unrealized
PAC WEST BANCORP 0.8%
Value ($000) $6,130 Shares 142,860 Est. Cost $37.90 Unrealized
PG PROCTER & GAMBLE CO 0.6%
Value ($000) $5,155 Shares 57,442 Est. Cost $55.00 Unrealized +22.8%
CHDN CHURCHILL DOWNS 0.6%
Value ($000) $4,708 Shares 32,167 Est. Cost $17.11 Unrealized +31.5%
LVS LAS VEGAS SANDS CORP 0.5%
Value ($000) $4,033 Shares 70,093 Est. Cost $47.43 Unrealized -13.7%
FRFHF FAIRFAX FINL HLDGS LTD 0.4%
Value ($000) $3,485 Shares 5,952 Est. Cost $321.37 Unrealized +45.0%
DIS DISNEY WALT CO 0.4%
Value ($000) $3,321 Shares 35,762 Est. Cost $58.78 Unrealized +51.2%
LYV LIVE NATION ENT INC 0.4%
Value ($000) $3,197 Shares 116,350 Est. Cost $23.56 Unrealized +10.7%
AMERICAN TOWER CORP 0.3%
Value ($000) $2,755 Shares 24,309 Est. Cost $89.89 Unrealized
SBCF SEACOAST BKG CORP FLA 0.3%
Value ($000) $2,719 Shares 169,016 Est. Cost $11.76 Unrealized +39.5%
OXY OCCIDENTAL PETE CORP 0.3%
Value ($000) $2,517 Shares 34,521 Est. Cost $57.49 Unrealized -0.2%
COLFAX CORP 0.3%
Value ($000) $2,172 Shares 69,115 Est. Cost $46.93 Unrealized
CVX CHEVRON CORPORATION 0.2%
Value ($000) $1,807 Shares 17,557 Est. Cost $71.37 Unrealized -4.1%
OAKTREE CAPITAL GROUP LLC 0.2%
Value ($000) $1,505 Shares 35,500 Est. Cost $42.39 Unrealized
WINTRUST FINANCIAL CORP 0.2%
Value ($000) $1,465 Shares 26,358 Est. Cost $48.66 Unrealized
UPS UNITED PARCEL SVC 0.2%
Value ($000) $1,368 Shares 12,510 Est. Cost $55.65 Unrealized +38.8%
HOWARD HUGHES CORP 0.1%
Value ($000) $1,200 Shares 10,479 Est. Cost $112.09 Unrealized
PNC PNC FINL SERVICES GP INC 0.1%
Value ($000) $847 Shares 9,400 Est. Cost $48.32 Unrealized +31.0%
HUM HUMANA INC 0.1%
Value ($000) $831 Shares 4,700 Est. Cost $96.33 Unrealized +66.8%
MCD MCDONALDS CORP 0.1%
Value ($000) $732 Shares 6,342 Est. Cost $73.66 Unrealized +28.4%
UNITED TECHNOLOGIES CP 0.1%
Value ($000) $724 Shares 7,128 Est. Cost $95.69 Unrealized
MCO MOODY'S CORP 0.1%
Value ($000) $688 Shares 6,350 Est. Cost $81.59 Unrealized +17.9%
USB US BANCORP DEL 0.1%
Value ($000) $681 Shares 15,870 Est. Cost $22.57 Unrealized +32.8%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $610 Shares 6,277 Est. Cost $49.50 Unrealized +25.8%
WMT WAL-MART STORES INC 0.1%
Value ($000) $606 Shares 8,400 Est. Cost $20.00 Unrealized +3.0%
PFE PFIZER INC 0.1%
Value ($000) $528 Shares 15,595 Est. Cost $16.79 Unrealized +32.6%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $526 Shares 3,450 Est. Cost $86.78 Unrealized +57.8%
BP BP PLC ADR F SPONSORED ADR 1 A 0.1%
Value ($000) $477 Shares 13,563 Est. Cost $41.38 Unrealized
DHIL DIAMOND HILL INVESTMENT GROUP 0.1%
Value ($000) $462 Shares 2,500 Est. Cost $41.91 Unrealized +158.6%
GENERAL ELECTRIC CO 0.0%
Value ($000) $399 Shares 13,454 Est. Cost $25.43 Unrealized
MERCK & CO INC 0.0%
Value ($000) $377 Shares 6,033 Est. Cost $47.83 Unrealized
ANNALY CAP MGMT INC 0.0%
Value ($000) $332 Shares 31,650 Est. Cost $11.87 Unrealized
ABBVIE INC 0.0%
Value ($000) $322 Shares 5,111 Est. Cost $42.14 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $307 Shares 7,003 Est. Cost $24.11 Unrealized +46.1%
FACEBOOK INC 0.0%
Value ($000) $305 Shares 2,375 Est. Cost $106.26 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $300 Shares 6,892 Est. Cost $40.58 Unrealized -23.3%
SPECTRA ENERGY CORP 0.0%
Value ($000) $287 Shares 6,718 Est. Cost $30.56 Unrealized
MMM 3 M 0.0%
Value ($000) $282 Shares 1,600 Est. Cost $63.35 Unrealized +72.4%
SPY S&P DEPOSITARY RECEIPTS 0.0%
Value ($000) $278 Shares 1,287 Est. Cost $209.89 Unrealized
MSFT MICROSOFT CORP 0.0%
Value ($000) $277 Shares 4,812 Est. Cost $35.10 Unrealized +43.3%
FARMERS CAP BK CORP 0.0%
Value ($000) $267 Shares 9,000 Est. Cost $21.67 Unrealized
ACGP ASSOCIATED CAPITAL GROUP INC 0.0%
Value ($000) $257 Shares 7,250 Est. Cost $27.05 Unrealized +5.4%
SPDR GOLD TRUST 0.0%
Value ($000) $251 Shares 2,000 Est. Cost $125.50 Unrealized
ADP AUTOMATIC DATA PROCESS 0.0%
Value ($000) $229 Shares 2,600 Est. Cost $67.89 Unrealized +9.1%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $226 Shares 5,355 Est. Cost $29.31 Unrealized +23.3%
FDX CORP 0.0%
Value ($000) $218 Shares 1,250 Est. Cost $174.40 Unrealized
INTU INTUIT 0.0%
Value ($000) $215 Shares 1,950 Est. Cost $65.01 Unrealized +60.4%
DU PONT E I DE NEMOURS 0.0%
Value ($000) $208 Shares 3,100 Est. Cost $64.84 Unrealized
ALTRIA GROUP INC 0.0%
Value ($000) $203 Shares 3,205 Est. Cost $63.34 Unrealized
MVIS MICROVISION INC WASH 0.0%
Value ($000) $14 Shares 10,000 Est. Cost $1.58 Unrealized 0.0%