BARR E S & CO Diversified Active

CIK: 0001040210 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Feb 14, 2020

Total Value ($000): $1,038,831 (100.0% shares, 0.0% debt)

Holdings (82)

BRK/B BERKSHIRE HATHAWAY B 14.5%
Value ($000) $150,661 Shares 665,172 Est. Cost $113.53 Unrealized +91.3%
MKL MARKEL CORP COM 8.0%
Value ($000) $83,264 Shares 72,836 Est. Cost $574.13 Unrealized +98.4%
BLACKSTONE GROUP INC 4.3%
Value ($000) $44,541 Shares 796,231 Est. Cost $44.42 Unrealized
GOLDMAN SACHS INC 4.2%
Value ($000) $44,050 Shares 191,582 Est. Cost $164.34 Unrealized
HOMB HOME BANCSHARES INC 4.2%
Value ($000) $43,123 Shares 2,193,433 Est. Cost $22.56 Unrealized -16.4%
MCO MOODY'S CORP 4.0%
Value ($000) $41,694 Shares 175,618 Est. Cost $141.89 Unrealized +48.8%
ALPHABET INC SHS CL C 3.9%
Value ($000) $40,656 Shares 30,408 Est. Cost $839.64 Unrealized
JNJ JOHNSON AND JOHNSON 3.5%
Value ($000) $36,153 Shares 247,845 Est. Cost $62.82 Unrealized +81.6%
BROOKFIELD ASSET MGMT 3.1%
Value ($000) $31,797 Shares 549,925 Est. Cost $36.71 Unrealized
SCHW SCHWAB CHARLES CORP 3.0%
Value ($000) $31,182 Shares 655,645 Est. Cost $40.40 Unrealized +0.2%
WYNN WYNN RESORTS LTD 3.0%
Value ($000) $31,091 Shares 223,882 Est. Cost $108.04 Unrealized +8.1%
KMX CARMAX INC 2.6%
Value ($000) $27,000 Shares 307,971 Est. Cost $53.40 Unrealized +76.2%
AMZN AMAZON.COM INC 2.5%
Value ($000) $26,025 Shares 14,084 Est. Cost $34.98 Unrealized +153.0%
JPMORGAN CHASE & CO 2.5%
Value ($000) $25,963 Shares 186,247 Est. Cost $55.09 Unrealized
NKE NIKE INC CL B 2.5%
Value ($000) $25,697 Shares 253,649 Est. Cost $41.30 Unrealized +110.2%
BKNG BOOKING HOLDING INC 2.4%
Value ($000) $25,431 Shares 12,383 Est. Cost $1766.98 Unrealized +9.3%
AXP AMERICAN EXPRESS CO 2.4%
Value ($000) $25,225 Shares 202,625 Est. Cost $61.68 Unrealized +78.5%
EL ESTEE LAUDER INC 2.4%
Value ($000) $24,765 Shares 119,902 Est. Cost $58.22 Unrealized +207.9%
WFC WELLS FARGO & CO 2.3%
Value ($000) $24,137 Shares 448,634 Est. Cost $29.19 Unrealized +53.1%
PEP PEPSICO INC 2.2%
Value ($000) $22,822 Shares 166,989 Est. Cost $56.00 Unrealized +101.4%
ALPHABET INC SHS CL A 2.0%
Value ($000) $20,545 Shares 15,339 Est. Cost $777.99 Unrealized
VNO VORNADO REALTY TRUST 2.0%
Value ($000) $20,538 Shares 308,846 Est. Cost $81.02 Unrealized
DOUGLAS EMMETT INC 1.8%
Value ($000) $18,678 Shares 425,467 Est. Cost $24.95 Unrealized
T ROWE PRICE GROUP INC 1.5%
Value ($000) $15,991 Shares 131,242 Est. Cost $83.17 Unrealized
AAPL APPLE INC 1.5%
Value ($000) $15,382 Shares 52,382 Est. Cost $21.31 Unrealized +191.0%
PACWEST BANCORP 1.3%
Value ($000) $13,919 Shares 363,712 Est. Cost $39.40 Unrealized
BRK/A BERKSHIRE HATHAWAY A 1.2%
Value ($000) $12,565 Shares 37 Est. Cost $165023.42 Unrealized +97.4%
AMG AFFILIATED MANAGERS GRP 1.2%
Value ($000) $12,056 Shares 142,275 Est. Cost $145.49 Unrealized -44.0%
GAMING & LEISURE INC 1.1%
Value ($000) $11,617 Shares 269,848 Est. Cost $38.11 Unrealized
LIBERTY MEDIA CORP SERIES C LI 1.1%
Value ($000) $11,440 Shares 237,636 Est. Cost $37.98 Unrealized
MGM MGM MIRAGE 0.9%
Value ($000) $9,412 Shares 282,885 Est. Cost $29.35 Unrealized +2.6%
LYV LIVE NATION ENTMT 0.7%
Value ($000) $6,847 Shares 95,800 Est. Cost $23.56 Unrealized +187.7%
DIAMOND HILL INVT CL A 0.6%
Value ($000) $6,218 Shares 44,269 Est. Cost $190.02 Unrealized
O'REILLY AUTOMOTIVE INC 0.5%
Value ($000) $5,320 Shares 12,139 Est. Cost $216.12 Unrealized
AMERICAN TOWER CORP 0.5%
Value ($000) $4,934 Shares 21,468 Est. Cost $89.89 Unrealized
DIS WALT DISNEY CO 0.5%
Value ($000) $4,874 Shares 33,698 Est. Cost $61.21 Unrealized +121.7%
PG PROCTER & GAMBLE 0.4%
Value ($000) $3,728 Shares 29,846 Est. Cost $55.59 Unrealized +89.3%
ENSTAR GROUP LTD 0.4%
Value ($000) $3,722 Shares 17,993 Est. Cost $133.61 Unrealized
JEF JEFFERIES FINANCIAL GROUP INC 0.3%
Value ($000) $3,566 Shares 166,861 Est. Cost $16.63 Unrealized -6.2%
EXXON MOBIL CORP 0.3%
Value ($000) $3,316 Shares 47,523 Est. Cost $89.23 Unrealized
KO COCA COLA COM 0.2%
Value ($000) $2,141 Shares 38,677 Est. Cost $28.06 Unrealized +58.6%
CHDN CHURCHILL DOWNS 0.2%
Value ($000) $1,993 Shares 14,525 Est. Cost $35.30 Unrealized +80.3%
GAMI GAMCO INVS INC 0.1%
Value ($000) $1,544 Shares 79,232 Est. Cost $22.10 Unrealized -38.9%
MSFT MICROSOFT CORP 0.1%
Value ($000) $1,542 Shares 9,778 Est. Cost $63.34 Unrealized +119.8%
MCD MC DONALDS CORP 0.1%
Value ($000) $1,419 Shares 7,182 Est. Cost $83.85 Unrealized +105.0%
SBCF SEACOAST BK CORP FLA 0.1%
Value ($000) $1,411 Shares 46,150 Est. Cost $15.13 Unrealized +87.8%
WINTRUST FINANCIAL 0.1%
Value ($000) $1,411 Shares 19,908 Est. Cost $48.66 Unrealized
PNC PNC FINANCIAL SRVCS 0.1%
Value ($000) $1,320 Shares 8,272 Est. Cost $49.15 Unrealized +144.5%
CVX CHEVRON CORPORATION 0.1%
Value ($000) $1,293 Shares 10,730 Est. Cost $72.72 Unrealized +23.3%
KKR KKR & CO 0.1%
Value ($000) $1,086 Shares 37,225 Est. Cost $21.21 Unrealized +26.2%
COSTCO WHOLESALE CO 0.1%
Value ($000) $886 Shares 3,014 Est. Cost $169.34 Unrealized
UNITED TECHNOLOGIES 0.1%
Value ($000) $875 Shares 5,844 Est. Cost $98.31 Unrealized
LVS LAS VEGAS SANDS CORP 0.1%
Value ($000) $806 Shares 11,679 Est. Cost $47.43 Unrealized +22.1%
HUM HUMANA INC 0.1%
Value ($000) $799 Shares 2,180 Est. Cost $110.34 Unrealized +172.3%
MAR MARRIOTT INT'L 0.1%
Value ($000) $784 Shares 5,175 Est. Cost $128.46 Unrealized 0.0%
UPS UNITED PARCEL SRVC CL B 0.1%
Value ($000) $732 Shares 6,249 Est. Cost $55.65 Unrealized +66.8%
ABBVIE INC 0.1%
Value ($000) $580 Shares 6,549 Est. Cost $54.36 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $527 Shares 8,886 Est. Cost $23.68 Unrealized +87.2%
PFE PFIZER INCORPORATED 0.0%
Value ($000) $518 Shares 13,232 Est. Cost $17.15 Unrealized +55.8%
INTU INTUIT 0.0%
Value ($000) $518 Shares 1,979 Est. Cost $65.70 Unrealized +282.7%
BA BOEING CO 0.0%
Value ($000) $504 Shares 1,547 Est. Cost $157.00 Unrealized +123.6%
TIFFANY & CO NEW 0.0%
Value ($000) $481 Shares 3,600 Est. Cost $73.73 Unrealized
MERCK & CO INC 0.0%
Value ($000) $472 Shares 5,194 Est. Cost $49.37 Unrealized
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $469 Shares 5,399 Est. Cost $36.39 Unrealized +106.9%
V VISA INC COM CLASS A 0.0%
Value ($000) $370 Shares 1,967 Est. Cost $105.82 Unrealized +63.1%
MDLZ MONDELEZ INTL CLASS A 0.0%
Value ($000) $365 Shares 6,635 Est. Cost $24.82 Unrealized +84.8%
SPDR S&P 500 ETF 0.0%
Value ($000) $365 Shares 1,134 Est. Cost $249.54 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $332 Shares 3,900 Est. Cost $50.91 Unrealized +17.9%
FACEBOOK INC CL A 0.0%
Value ($000) $310 Shares 1,509 Est. Cost $117.50 Unrealized
LLY LILLY ELI & CO 0.0%
Value ($000) $291 Shares 2,212 Est. Cost $90.75 Unrealized +18.5%
MASTERCARD INC. 0.0%
Value ($000) $291 Shares 973 Est. Cost $235.35 Unrealized
WMT WAL-MART STORES INC 0.0%
Value ($000) $277 Shares 2,334 Est. Cost $29.24 Unrealized +24.4%
CTAS CINTAS CORP 0.0%
Value ($000) $269 Shares 1,000 Est. Cost $45.33 Unrealized +36.6%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $255 Shares 938 Est. Cost $185.44 Unrealized +22.1%
HD HOME DEPOT INC 0.0%
Value ($000) $250 Shares 1,147 Est. Cost $154.70 Unrealized +26.0%
ITW ILLINOIS TOOL WORKS INC 0.0%
Value ($000) $247 Shares 1,376 Est. Cost $130.85 Unrealized +11.8%
SBUX STARBUCKS CORP 0.0%
Value ($000) $235 Shares 2,677 Est. Cost $59.25 Unrealized +25.7%
ANNALY CAP MGMT INC 0.0%
Value ($000) $235 Shares 25,000 Est. Cost $11.87 Unrealized
ADP AUTOMATIC DATA PROCESS 0.0%
Value ($000) $226 Shares 1,325 Est. Cost $74.03 Unrealized +96.0%
BAX BAXTER INTL 0.0%
Value ($000) $221 Shares 2,648 Est. Cost $64.06 Unrealized +14.5%
UNP UNION PAC CORP 0.0%
Value ($000) $219 Shares 1,210 Est. Cost $149.35 Unrealized 0.0%
MVIS MICROVISION INC WASH 0.0%
Value ($000) $17 Shares 24,000 Est. Cost $1.14 Unrealized -35.4%