BARR E S & CO Diversified Active

CIK: 0001040210 · Show all filings

Period: Q1 2017 (← Previous) (Next →)

Filing Date: May 15, 2017

Total Value ($000): $876,942 (100.0% shares, 0.0% debt)

Holdings (85)

BRK/B BERKSHIRE HATHAWAY B 14.1%
Value ($000) $123,283 Shares 739,638 Est. Cost $111.17 Unrealized +50.5%
MKL MARKEL CORP COM 7.9%
Value ($000) $69,180 Shares 70,891 Est. Cost $523.59 Unrealized +80.5%
GOLDMAN SACHS INC 4.4%
Value ($000) $38,287 Shares 166,669 Est. Cost $155.02 Unrealized
JNJ JOHNSON AND JOHNSON 3.9%
Value ($000) $34,049 Shares 273,375 Est. Cost $61.79 Unrealized +51.1%
WFC WELLS FARGO & CO 3.4%
Value ($000) $29,682 Shares 533,282 Est. Cost $28.04 Unrealized +58.2%
EXXON MOBIL CORP 3.3%
Value ($000) $29,055 Shares 354,288 Est. Cost $89.39 Unrealized
WYNN WYNN RESORTS LTD 3.3%
Value ($000) $28,536 Shares 248,982 Est. Cost $97.41 Unrealized -7.5%
ENSTAR GROUP LTD 3.1%
Value ($000) $27,177 Shares 142,064 Est. Cost $133.61 Unrealized
BLACKSTONE GROUP LP 2.9%
Value ($000) $25,602 Shares 862,037 Est. Cost $27.77 Unrealized
AMG AFFILIATED MANAGERS GRP 2.9%
Value ($000) $25,241 Shares 153,964 Est. Cost $150.14 Unrealized +2.1%
SLB SCHLUMBERGER LTD 2.8%
Value ($000) $24,817 Shares 317,763 Est. Cost $65.08 Unrealized -2.7%
PEP PEPSICO INC 2.8%
Value ($000) $24,639 Shares 220,269 Est. Cost $56.00 Unrealized +46.3%
AXP AMERICAN EXPRESS CO 2.7%
Value ($000) $23,965 Shares 302,928 Est. Cost $61.68 Unrealized +12.1%
GAMING & LEISURE INC 2.6%
Value ($000) $22,922 Shares 685,885 Est. Cost $38.72 Unrealized
VNO VORNADO REALTY TRUST 2.6%
Value ($000) $22,640 Shares 225,702 Est. Cost $83.34 Unrealized
ALPHABET INC SHS CL C 2.3%
Value ($000) $20,306 Shares 24,478 Est. Cost $758.89 Unrealized
TIFFANY & CO NEW 2.3%
Value ($000) $20,178 Shares 211,736 Est. Cost $72.70 Unrealized
KO COCA COLA COM 2.2%
Value ($000) $19,173 Shares 451,777 Est. Cost $27.75 Unrealized +13.6%
DOUGLAS EMMETT INC 2.1%
Value ($000) $18,709 Shares 487,215 Est. Cost $24.95 Unrealized
JPMORGAN CHASE & CO 1.9%
Value ($000) $16,931 Shares 192,745 Est. Cost $53.76 Unrealized
LEUCADIA NATL CORP 1.9%
Value ($000) $16,434 Shares 632,092 Est. Cost $25.26 Unrealized
KMX CARMAX INC 1.8%
Value ($000) $15,912 Shares 268,688 Est. Cost $50.20 Unrealized +29.4%
NKE NIKE INC CL B 1.8%
Value ($000) $15,807 Shares 283,634 Est. Cost $41.30 Unrealized +19.3%
GAMI GAMCO INVS INC 1.8%
Value ($000) $15,387 Shares 520,013 Est. Cost $22.12 Unrealized +3.4%
ALPHABET INC SHS CL A 1.6%
Value ($000) $13,996 Shares 16,509 Est. Cost $777.99 Unrealized
BROOKFIELD ASSET MGMT 1.5%
Value ($000) $13,137 Shares 361,198 Est. Cost $35.59 Unrealized
AMZN AMAZON.COM INC 1.3%
Value ($000) $11,777 Shares 13,284 Est. Cost $28.45 Unrealized +46.5%
EL ESTEE LAUDER INC 1.3%
Value ($000) $11,523 Shares 135,898 Est. Cost $58.22 Unrealized +26.9%
SOUTHERN NATL BANCORP 1.2%
Value ($000) $10,825 Shares 639,401 Est. Cost $10.73 Unrealized
BRK/A BERKSHIRE HATHAWAY A 1.1%
Value ($000) $9,494 Shares 38 Est. Cost $165023.42 Unrealized +52.0%
REALOGY HLDGS CORP 1.0%
Value ($000) $9,123 Shares 306,258 Est. Cost $39.27 Unrealized
AAPL APPLE INC 1.0%
Value ($000) $8,948 Shares 62,283 Est. Cost $18.26 Unrealized +66.7%
WHOLE FOODS MKT INC 1.0%
Value ($000) $8,681 Shares 292,083 Est. Cost $36.58 Unrealized
PACWEST BANCORP 0.8%
Value ($000) $7,229 Shares 135,735 Est. Cost $37.90 Unrealized
T ROWE PRICE GROUP INC 0.8%
Value ($000) $7,132 Shares 104,646 Est. Cost $77.42 Unrealized
HOMB HOME BANCSHARES INC 0.7%
Value ($000) $5,926 Shares 218,920 Est. Cost $24.26 Unrealized +13.2%
CHDN CHURCHILL DOWNS 0.6%
Value ($000) $4,853 Shares 30,550 Est. Cost $17.11 Unrealized +40.6%
PG PROCTER & GAMBLE 0.5%
Value ($000) $4,329 Shares 48,184 Est. Cost $55.00 Unrealized +27.3%
DIS WALT DISNEY CO 0.5%
Value ($000) $3,972 Shares 35,033 Est. Cost $58.78 Unrealized +75.2%
LYV LIVE NATION ENTMT 0.4%
Value ($000) $3,442 Shares 113,325 Est. Cost $23.56 Unrealized +21.5%
LVS LAS VEGAS SANDS CORP 0.4%
Value ($000) $3,239 Shares 56,750 Est. Cost $47.43 Unrealized -6.6%
AMERICAN TOWER CORP 0.3%
Value ($000) $2,955 Shares 24,309 Est. Cost $89.89 Unrealized
FRFHF FAIRFAX FINL HLDGS LTD 0.3%
Value ($000) $2,749 Shares 6,052 Est. Cost $322.84 Unrealized +24.4%
OXY OCCIDENTAL PETROL CO 0.2%
Value ($000) $2,124 Shares 33,527 Est. Cost $57.49 Unrealized -9.4%
CVX CHEVRON CORPORATION 0.2%
Value ($000) $1,822 Shares 16,971 Est. Cost $71.37 Unrealized +7.6%
OAKTREE CAP GRP CL A 0.2%
Value ($000) $1,814 Shares 40,050 Est. Cost $42.13 Unrealized
WINTRUST FINANCIAL 0.2%
Value ($000) $1,679 Shares 24,290 Est. Cost $48.66 Unrealized
HOWARD HUGHES CORP 0.1%
Value ($000) $1,232 Shares 10,511 Est. Cost $112.09 Unrealized
UPS UNITED PARCEL SRVC CL B 0.1%
Value ($000) $1,221 Shares 11,375 Est. Cost $55.65 Unrealized +40.8%
SBCF SEACOAST BK CORP FLA 0.1%
Value ($000) $1,167 Shares 48,650 Est. Cost $11.76 Unrealized +94.9%
HUM HUMANA INC 0.1%
Value ($000) $1,154 Shares 5,600 Est. Cost $110.34 Unrealized +74.0%
PNC PNC FINANCIAL SRVCS 0.1%
Value ($000) $1,007 Shares 8,376 Est. Cost $48.32 Unrealized +89.0%
MCD MC DONALDS CORP 0.1%
Value ($000) $809 Shares 6,239 Est. Cost $73.66 Unrealized +38.1%
UNITED TECHNOLOGIES 0.1%
Value ($000) $736 Shares 6,555 Est. Cost $95.69 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $722 Shares 14,020 Est. Cost $22.57 Unrealized +68.7%
MCO MOODY'S CORP 0.1%
Value ($000) $714 Shares 6,371 Est. Cost $81.59 Unrealized +21.2%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $661 Shares 5,859 Est. Cost $49.50 Unrealized +32.5%
DIAMOND HILL INVT CL A 0.1%
Value ($000) $516 Shares 2,650 Est. Cost $194.72 Unrealized
COSTCO WHOLESALE CO 0.1%
Value ($000) $506 Shares 3,015 Est. Cost $167.83 Unrealized
PFE PFIZER INCORPORATED 0.1%
Value ($000) $486 Shares 14,218 Est. Cost $16.87 Unrealized +26.9%
BP BP PLC 0.1%
Value ($000) $465 Shares 13,481 Est. Cost $41.38 Unrealized
SPDR S&P 500 ETF 0.0%
Value ($000) $409 Shares 1,734 Est. Cost $235.87 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $392 Shares 13,156 Est. Cost $25.43 Unrealized
WMT WAL-MART STORES INC 0.0%
Value ($000) $389 Shares 5,400 Est. Cost $20.00 Unrealized -1.1%
ABBVIE INC 0.0%
Value ($000) $367 Shares 5,626 Est. Cost $44.16 Unrealized
FACEBOOK INC CL A 0.0%
Value ($000) $364 Shares 2,564 Est. Cost $107.44 Unrealized
MERCK & CO INC 0.0%
Value ($000) $361 Shares 5,683 Est. Cost $47.83 Unrealized
ANNALY CAP MGMT INC 0.0%
Value ($000) $352 Shares 31,650 Est. Cost $11.87 Unrealized
FARMERS CAP BK CORP 0.0%
Value ($000) $323 Shares 8,000 Est. Cost $21.67 Unrealized
MSFT MICROSOFT CORP 0.0%
Value ($000) $309 Shares 4,696 Est. Cost $35.10 Unrealized +64.8%
MDLZ MONDELEZ INTL CLASS A 0.0%
Value ($000) $302 Shares 7,003 Est. Cost $24.11 Unrealized +48.8%
3M COMPANY 0.0%
Value ($000) $297 Shares 1,550 Est. Cost $191.61 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $292 Shares 5,859 Est. Cost $40.58 Unrealized -9.9%
ALTRIA GROUP INC 0.0%
Value ($000) $290 Shares 4,057 Est. Cost $64.87 Unrealized
ENBRIDGE INC 0.0%
Value ($000) $277 Shares 6,610 Est. Cost $41.91 Unrealized
ACGP ASSOCIATED CAPITAL GP 0.0%
Value ($000) $260 Shares 7,200 Est. Cost $27.05 Unrealized +21.7%
BA BOEING CO 0.0%
Value ($000) $247 Shares 1,399 Est. Cost $135.00 Unrealized +17.6%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $244 Shares 5,500 Est. Cost $29.51 Unrealized +25.1%
SPDR GOLD TRUST 0.0%
Value ($000) $237 Shares 2,000 Est. Cost $125.50 Unrealized
FEDEX CORPORATION 0.0%
Value ($000) $234 Shares 1,200 Est. Cost $174.40 Unrealized
INTU INTUIT 0.0%
Value ($000) $230 Shares 1,979 Est. Cost $65.70 Unrealized +71.1%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $229 Shares 9,696 Est. Cost $15.68 Unrealized +23.6%
ADP AUTOMATIC DATA PROCESS 0.0%
Value ($000) $215 Shares 2,100 Est. Cost $67.89 Unrealized +24.3%
IJH ISHARES CORE S&P MID CAP ETF 0.0%
Value ($000) $215 Shares 1,257 Est. Cost $165.33 Unrealized
MVIS MICROVISION INC WASH 0.0%
Value ($000) $30 Shares 12,000 Est. Cost $1.60 Unrealized +6.7%