BARR E S & CO Diversified Active

CIK: 0001040210 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: May 15, 2020

Total Value ($000): $867,691 (100.0% shares, 0.0% debt)

Holdings (77)

BRK/B BERKSHIRE HATHAWAY B 13.9%
Value ($000) $120,980 Shares 661,705 Est. Cost $113.53 Unrealized +87.2%
MKL MARKEL CORP COM 8.0%
Value ($000) $69,811 Shares 75,236 Est. Cost $592.29 Unrealized +93.1%
MCO MOODY'S CORP 4.4%
Value ($000) $38,287 Shares 181,028 Est. Cost $144.57 Unrealized +60.0%
ALPHABET INC SHS CL C 4.2%
Value ($000) $36,133 Shares 31,074 Est. Cost $846.57 Unrealized
BLACKSTONE GROUP INC 4.1%
Value ($000) $35,379 Shares 776,357 Est. Cost $44.42 Unrealized
NKE NIKE INC CL B 3.9%
Value ($000) $33,630 Shares 406,451 Est. Cost $58.06 Unrealized +47.9%
GOLDMAN SACHS INC 3.7%
Value ($000) $32,132 Shares 207,854 Est. Cost $163.57 Unrealized
AMZN AMAZON.COM INC 3.3%
Value ($000) $28,973 Shares 14,860 Est. Cost $38.21 Unrealized +153.3%
JNJ JOHNSON AND JOHNSON 3.3%
Value ($000) $28,973 Shares 220,948 Est. Cost $62.82 Unrealized +91.3%
HOMB HOME BANCSHARES INC 3.3%
Value ($000) $28,907 Shares 2,410,902 Est. Cost $22.09 Unrealized -21.5%
BROOKFIELD ASSET MGMT 2.9%
Value ($000) $25,023 Shares 565,494 Est. Cost $36.91 Unrealized
DIS WALT DISNEY CO 2.6%
Value ($000) $22,964 Shares 237,720 Est. Cost $114.69 Unrealized +7.7%
EL ESTEE LAUDER INC 2.6%
Value ($000) $22,410 Shares 140,644 Est. Cost $75.96 Unrealized +135.0%
SCHW SCHWAB CHARLES CORP 2.6%
Value ($000) $22,364 Shares 665,195 Est. Cost $40.37 Unrealized -4.2%
PEP PEPSICO INC 2.1%
Value ($000) $18,615 Shares 154,996 Est. Cost $56.00 Unrealized +101.4%
BKNG BOOKING HOLDING INC 2.1%
Value ($000) $18,596 Shares 13,823 Est. Cost $1762.76 Unrealized -2.1%
AMERICAN TOWER CORP 2.1%
Value ($000) $18,102 Shares 83,130 Est. Cost $184.74 Unrealized
ALPHABET INC SHS CL A 2.0%
Value ($000) $17,665 Shares 15,203 Est. Cost $777.99 Unrealized
AXP AMERICAN EXPRESS CO 2.0%
Value ($000) $17,257 Shares 201,575 Est. Cost $61.68 Unrealized +74.4%
KMX CARMAX INC 2.0%
Value ($000) $17,069 Shares 317,094 Est. Cost $54.29 Unrealized +55.8%
JPMORGAN CHASE & CO 2.0%
Value ($000) $16,979 Shares 188,597 Est. Cost $55.52 Unrealized
AAPL APPLE INC 1.8%
Value ($000) $15,371 Shares 60,445 Est. Cost $27.95 Unrealized +154.3%
T ROWE PRICE GROUP INC 1.7%
Value ($000) $14,788 Shares 151,437 Est. Cost $85.10 Unrealized
DOUGLAS EMMETT INC 1.7%
Value ($000) $14,403 Shares 472,077 Est. Cost $25.50 Unrealized
WYNN WYNN RESORTS LTD 1.7%
Value ($000) $14,362 Shares 238,614 Est. Cost $108.05 Unrealized +0.2%
MASTERCARD INC. 1.6%
Value ($000) $14,226 Shares 58,894 Est. Cost $241.45 Unrealized
VNO VORNADO REALTY TRUST 1.6%
Value ($000) $13,603 Shares 375,665 Est. Cost $73.05 Unrealized
WFC WELLS FARGO & CO 1.4%
Value ($000) $12,286 Shares 428,077 Est. Cost $29.19 Unrealized +25.5%
PACWEST BANCORP 1.3%
Value ($000) $11,544 Shares 644,192 Est. Cost $30.05 Unrealized
LYV LIVE NATION ENTMT 1.2%
Value ($000) $10,650 Shares 234,264 Est. Cost $46.15 Unrealized +33.9%
BRK/A BERKSHIRE HATHAWAY A 1.2%
Value ($000) $10,064 Shares 37 Est. Cost $165023.42 Unrealized +93.1%
LIBERTY MEDIA CORP SERIES C LI 1.1%
Value ($000) $9,179 Shares 290,292 Est. Cost $36.83 Unrealized
GAMING & LEISURE INC 0.8%
Value ($000) $6,523 Shares 235,416 Est. Cost $38.11 Unrealized
O'REILLY AUTOMOTIVE INC 0.6%
Value ($000) $5,542 Shares 18,410 Est. Cost $245.04 Unrealized
ROK ROCKWELL AUTOMATION 0.5%
Value ($000) $4,031 Shares 26,710 Est. Cost $167.26 Unrealized 0.0%
DIAMOND HILL INVT CL A 0.5%
Value ($000) $3,979 Shares 44,094 Est. Cost $190.02 Unrealized
SPDR S&P 500 ETF 0.4%
Value ($000) $3,714 Shares 14,409 Est. Cost $257.11 Unrealized
MGM MGM MIRAGE 0.4%
Value ($000) $3,279 Shares 277,910 Est. Cost $29.35 Unrealized -13.0%
PG PROCTER & GAMBLE 0.4%
Value ($000) $3,190 Shares 28,996 Est. Cost $55.59 Unrealized +86.8%
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $2,867 Shares 6,240 Est. Cost $171.20 Unrealized 0.0%
ENSTAR GROUP LTD 0.3%
Value ($000) $2,657 Shares 16,704 Est. Cost $133.61 Unrealized
KO COCA COLA COM 0.2%
Value ($000) $1,665 Shares 37,619 Est. Cost $28.06 Unrealized +60.4%
EXXON MOBIL CORP 0.2%
Value ($000) $1,625 Shares 42,797 Est. Cost $89.23 Unrealized
CHDN CHURCHILL DOWNS 0.2%
Value ($000) $1,598 Shares 15,525 Est. Cost $37.09 Unrealized +70.4%
MSFT MICROSOFT CORP 0.2%
Value ($000) $1,540 Shares 9,765 Est. Cost $63.34 Unrealized +146.8%
MCD MC DONALDS CORP 0.1%
Value ($000) $1,142 Shares 6,904 Est. Cost $83.85 Unrealized +104.9%
KKR KKR & CO 0.1%
Value ($000) $1,019 Shares 43,425 Est. Cost $22.05 Unrealized +22.8%
SBCF SEACOAST BK CORP FLA 0.1%
Value ($000) $882 Shares 48,150 Est. Cost $15.55 Unrealized +62.6%
COSTCO WHOLESALE CO 0.1%
Value ($000) $859 Shares 3,014 Est. Cost $169.34 Unrealized
PNC PNC FINANCIAL SRVCS 0.1%
Value ($000) $790 Shares 8,250 Est. Cost $49.15 Unrealized +120.4%
CVX CHEVRON CORPORATION 0.1%
Value ($000) $689 Shares 9,509 Est. Cost $72.72 Unrealized +4.5%
GAMI GAMCO INVS INC 0.1%
Value ($000) $654 Shares 59,516 Est. Cost $22.10 Unrealized -44.3%
WINTRUST FINANCIAL 0.1%
Value ($000) $631 Shares 19,190 Est. Cost $48.66 Unrealized
AMG AFFILIATED MANAGERS GRP 0.1%
Value ($000) $608 Shares 10,285 Est. Cost $145.49 Unrealized -48.7%
HUM HUMANA INC 0.1%
Value ($000) $590 Shares 1,880 Est. Cost $110.34 Unrealized +190.0%
UPS UNITED PARCEL SRVC CL B 0.1%
Value ($000) $577 Shares 6,177 Est. Cost $55.65 Unrealized +47.2%
RTX RAYTHEON TECH CORP 0.1%
Value ($000) $545 Shares 5,781 Est. Cost $73.52 Unrealized 0.0%
INTU INTUIT 0.1%
Value ($000) $455 Shares 1,979 Est. Cost $65.70 Unrealized +297.1%
MERCK & CO INC 0.0%
Value ($000) $400 Shares 5,194 Est. Cost $49.37 Unrealized
PFE PFIZER INCORPORATED 0.0%
Value ($000) $362 Shares 11,104 Est. Cost $17.15 Unrealized +50.6%
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $360 Shares 8,477 Est. Cost $47.43 Unrealized +19.8%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $356 Shares 4,516 Est. Cost $36.39 Unrealized +107.0%
ABBVIE INC 0.0%
Value ($000) $350 Shares 4,597 Est. Cost $54.36 Unrealized
MDLZ MONDELEZ INTL CLASS A 0.0%
Value ($000) $332 Shares 6,635 Est. Cost $24.82 Unrealized +88.1%
FACEBOOK INC CL A 0.0%
Value ($000) $331 Shares 1,984 Est. Cost $129.31 Unrealized
V VISA INC COM CLASS A 0.0%
Value ($000) $317 Shares 1,967 Est. Cost $105.82 Unrealized +70.8%
MAR MARRIOTT INT'L 0.0%
Value ($000) $312 Shares 4,175 Est. Cost $128.46 Unrealized -6.9%
USB US BANCORP DEL 0.0%
Value ($000) $310 Shares 8,986 Est. Cost $23.83 Unrealized +56.2%
LLY LILLY ELI & CO 0.0%
Value ($000) $307 Shares 2,212 Est. Cost $90.75 Unrealized +41.2%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $285 Shares 3,900 Est. Cost $50.91 Unrealized +19.3%
WMT WAL-MART STORES INC 0.0%
Value ($000) $277 Shares 2,434 Est. Cost $29.49 Unrealized +20.0%
JEF JEFFERIES FINANCIAL GROUP INC 0.0%
Value ($000) $248 Shares 18,125 Est. Cost $16.63 Unrealized -4.7%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $216 Shares 938 Est. Cost $185.44 Unrealized +21.3%
HD HOME DEPOT INC 0.0%
Value ($000) $214 Shares 1,147 Est. Cost $154.70 Unrealized +22.9%
BA BOEING CO 0.0%
Value ($000) $207 Shares 1,387 Est. Cost $157.00 Unrealized +73.8%
ANNALY CAP MGMT INC 0.0%
Value ($000) $127 Shares 25,000 Est. Cost $11.87 Unrealized
MVIS MICROVISION INC WASH 0.0%
Value ($000) $4 Shares 24,000 Est. Cost $1.14 Unrealized -56.3%