BARR E S & CO Diversified Active

CIK: 0001040210 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 16, 2021

Total Value ($000): $1,150,726 (100.0% shares, 0.0% debt)

Holdings (84)

BRK/B BERKSHIRE HATHAWAY B 12.5%
Value ($000) $144,391 Shares 622,726 Est. Cost $113.53 Unrealized +94.0%
MKL MARKEL CORP COM 6.7%
Value ($000) $77,037 Shares 74,554 Est. Cost $598.75 Unrealized +66.5%
GOLDMAN SACHS INC 4.8%
Value ($000) $55,615 Shares 210,895 Est. Cost $166.81 Unrealized
NKE NIKE INC CL B 4.7%
Value ($000) $53,848 Shares 380,629 Est. Cost $58.06 Unrealized +112.2%
ALPHABET INC SHS CL C 4.5%
Value ($000) $52,304 Shares 29,856 Est. Cost $846.57 Unrealized
MCO MOODY'S CORP 4.3%
Value ($000) $49,799 Shares 171,578 Est. Cost $144.57 Unrealized +85.3%
AMZN AMAZON.COM INC 4.1%
Value ($000) $46,708 Shares 14,341 Est. Cost $38.21 Unrealized +317.6%
BLACKSTONE GROUP INC 4.0%
Value ($000) $46,431 Shares 716,418 Est. Cost $44.42 Unrealized
DIS WALT DISNEY CO 3.6%
Value ($000) $41,640 Shares 229,825 Est. Cost $114.69 Unrealized +22.3%
HOMB HOME BANCSHARES INC 3.5%
Value ($000) $39,708 Shares 2,038,415 Est. Cost $21.88 Unrealized -17.0%
EL ESTEE LAUDER INC 3.1%
Value ($000) $35,422 Shares 133,071 Est. Cost $75.96 Unrealized +194.4%
JNJ JOHNSON AND JOHNSON 3.0%
Value ($000) $34,195 Shares 217,279 Est. Cost $65.36 Unrealized +95.1%
SCHW SCHWAB CHARLES CORP 2.9%
Value ($000) $33,301 Shares 627,855 Est. Cost $40.37 Unrealized +4.9%
BROOKFIELD ASSET MGMT 2.9%
Value ($000) $33,256 Shares 805,815 Est. Cost $35.60 Unrealized
AAPL APPLE INC 2.5%
Value ($000) $29,041 Shares 218,863 Est. Cost $86.05 Unrealized +36.0%
KMX CARMAX INC 2.4%
Value ($000) $28,066 Shares 297,117 Est. Cost $54.29 Unrealized +72.7%
BKNG BOOKING HOLDING INC 2.3%
Value ($000) $26,052 Shares 11,697 Est. Cost $1762.76 Unrealized +7.7%
JPMORGAN CHASE & CO 2.2%
Value ($000) $25,650 Shares 201,857 Est. Cost $59.74 Unrealized
ALPHABET INC SHS CL A 2.2%
Value ($000) $25,394 Shares 14,489 Est. Cost $777.99 Unrealized
AXP AMERICAN EXPRESS CO 2.0%
Value ($000) $23,394 Shares 193,485 Est. Cost $61.68 Unrealized +68.4%
T ROWE PRICE GROUP INC 1.9%
Value ($000) $21,649 Shares 143,002 Est. Cost $85.10 Unrealized
WYNN WYNN RESORTS LTD 1.9%
Value ($000) $21,552 Shares 191,010 Est. Cost $108.05 Unrealized -17.0%
PEP PEPSICO INC 1.9%
Value ($000) $21,306 Shares 143,670 Est. Cost $56.00 Unrealized +116.5%
AMERICAN TOWER CORP 1.8%
Value ($000) $21,126 Shares 94,121 Est. Cost $190.05 Unrealized
MASTERCARD INC 1.8%
Value ($000) $20,468 Shares 57,344 Est. Cost $241.45 Unrealized
DOUGLAS EMMETT INC 1.3%
Value ($000) $15,053 Shares 515,863 Est. Cost $25.91 Unrealized
PACWEST BANCORP 1.2%
Value ($000) $14,297 Shares 562,869 Est. Cost $29.73 Unrealized
BRK/A BERKSHIRE HATHAWAY A 1.0%
Value ($000) $11,478 Shares 33 Est. Cost $165023.42 Unrealized +100.4%
VNO VORNADO REALTY TRUST 1.0%
Value ($000) $11,072 Shares 296,526 Est. Cost $70.87 Unrealized
LYV LIVE NATION ENTMT 0.9%
Value ($000) $10,351 Shares 140,866 Est. Cost $46.15 Unrealized +36.8%
SIRIUS XM RADIO INC 0.8%
Value ($000) $9,684 Shares 1,520,205 Est. Cost $5.87 Unrealized
O'REILLY AUTOMOTIVE INC 0.7%
Value ($000) $8,060 Shares 17,810 Est. Cost $245.04 Unrealized
DIAMOND HILL INVT CL A 0.6%
Value ($000) $7,356 Shares 49,281 Est. Cost $172.96 Unrealized
ROK ROCKWELL AUTOMATION 0.6%
Value ($000) $6,554 Shares 26,130 Est. Cost $167.26 Unrealized +33.9%
PG PROCTER & GAMBLE 0.3%
Value ($000) $3,847 Shares 27,650 Est. Cost $55.59 Unrealized +121.6%
GAMING & LEISURE INC 0.3%
Value ($000) $3,799 Shares 89,589 Est. Cost $38.11 Unrealized
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $3,763 Shares 5,120 Est. Cost $171.20 Unrealized +32.4%
WFC WELLS FARGO & CO 0.3%
Value ($000) $3,536 Shares 117,169 Est. Cost $29.19 Unrealized -21.1%
CHDN CHURCHILL DOWNS 0.3%
Value ($000) $3,063 Shares 15,725 Est. Cost $37.59 Unrealized +137.1%
SPDR S&P 500 ETF 0.3%
Value ($000) $2,948 Shares 7,885 Est. Cost $265.13 Unrealized
MSFT MICROSOFT CORP 0.2%
Value ($000) $2,436 Shares 10,954 Est. Cost $79.09 Unrealized +160.5%
SBCF SEACOAST BK CORP FLA 0.2%
Value ($000) $2,110 Shares 71,650 Est. Cost $17.50 Unrealized +38.3%
KO COCA COLA COM 0.2%
Value ($000) $1,800 Shares 32,824 Est. Cost $28.06 Unrealized +57.8%
TSLA TESLA MOTORS INC 0.2%
Value ($000) $1,754 Shares 2,485 Est. Cost $123.30 Unrealized +38.4%
MCD MC DONALDS CORP 0.1%
Value ($000) $1,470 Shares 6,852 Est. Cost $83.85 Unrealized +130.5%
KKR KKR & CO 0.1%
Value ($000) $1,370 Shares 33,825 Est. Cost $22.05 Unrealized +63.7%
EXXON MOBIL CORP 0.1%
Value ($000) $1,356 Shares 32,897 Est. Cost $89.23 Unrealized
COSTCO WHOLESALE CO 0.1%
Value ($000) $1,177 Shares 3,123 Est. Cost $184.09 Unrealized
PNC PNC FINANCIAL SRVCS 0.1%
Value ($000) $1,080 Shares 7,250 Est. Cost $49.15 Unrealized +116.7%
UPS UNITED PARCEL SRVC CL B 0.1%
Value ($000) $884 Shares 5,251 Est. Cost $55.65 Unrealized +146.0%
WINTRUST FINANCIAL 0.1%
Value ($000) $861 Shares 14,100 Est. Cost $48.66 Unrealized
INTU INTUIT 0.1%
Value ($000) $752 Shares 1,979 Est. Cost $65.70 Unrealized +417.9%
FACEBOOK INC CL A 0.1%
Value ($000) $736 Shares 2,694 Est. Cost $167.23 Unrealized
HUM HUMANA INC 0.1%
Value ($000) $607 Shares 1,480 Est. Cost $110.34 Unrealized +259.4%
ENSTAR GROUP LTD 0.1%
Value ($000) $606 Shares 2,957 Est. Cost $133.61 Unrealized
V VISA INC COM CLASS A 0.1%
Value ($000) $606 Shares 2,770 Est. Cost $131.58 Unrealized +49.9%
CVX CHEVRON CORPORATION 0.1%
Value ($000) $582 Shares 6,893 Est. Cost $72.72 Unrealized -10.6%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $516 Shares 4,716 Est. Cost $43.05 Unrealized +130.6%
ABBVIE INC 0.0%
Value ($000) $493 Shares 4,597 Est. Cost $54.36 Unrealized
PFE PFIZER INCORPORATED 0.0%
Value ($000) $456 Shares 12,393 Est. Cost $19.74 Unrealized +45.0%
HD HOME DEPOT INC 0.0%
Value ($000) $426 Shares 1,602 Est. Cost $178.16 Unrealized +36.1%
MERCK & CO INC 0.0%
Value ($000) $425 Shares 5,194 Est. Cost $49.37 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $396 Shares 8,502 Est. Cost $23.83 Unrealized +42.1%
MDLZ MONDELEZ INTL CLASS A 0.0%
Value ($000) $382 Shares 6,540 Est. Cost $25.72 Unrealized +94.9%
LLY LILLY ELI & CO 0.0%
Value ($000) $373 Shares 2,212 Est. Cost $90.75 Unrealized +55.8%
RTX RAYTHEON TECH CORP 0.0%
Value ($000) $364 Shares 5,092 Est. Cost $72.93 Unrealized -19.9%
WMT WAL-MART STORES INC 0.0%
Value ($000) $351 Shares 2,434 Est. Cost $29.49 Unrealized +53.4%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $323 Shares 3,900 Est. Cost $50.91 Unrealized +18.5%
CTAS CINTAS CORP 0.0%
Value ($000) $318 Shares 900 Est. Cost $54.66 Unrealized +51.1%
SBUX STARBUCKS CORP 0.0%
Value ($000) $303 Shares 2,828 Est. Cost $66.33 Unrealized +28.4%
BA BOEING CO 0.0%
Value ($000) $297 Shares 1,387 Est. Cost $157.00 Unrealized +22.4%
NVIDIA CORP 0.0%
Value ($000) $295 Shares 564 Est. Cost $523.05 Unrealized
FEDEX CORPORATION 0.0%
Value ($000) $260 Shares 1,000 Est. Cost $252.00 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.0%
Value ($000) $260 Shares 1,276 Est. Cost $142.90 Unrealized +26.7%
UNP UNION PAC CORP 0.0%
Value ($000) $250 Shares 1,200 Est. Cost $141.44 Unrealized +25.9%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $235 Shares 938 Est. Cost $185.44 Unrealized +15.7%
ACCENTURE PLC 0.0%
Value ($000) $221 Shares 845 Est. Cost $261.54 Unrealized
ADP AUTOMATIC DATA PROCESS 0.0%
Value ($000) $216 Shares 1,225 Est. Cost $147.45 Unrealized 0.0%
ANNALY CAP MGMT INC 0.0%
Value ($000) $211 Shares 25,000 Est. Cost $11.87 Unrealized
SHOPIFY INC 0.0%
Value ($000) $209 Shares 185 Est. Cost $1129.73 Unrealized
CLX CLOROX 0.0%
Value ($000) $207 Shares 1,024 Est. Cost $176.37 Unrealized 0.0%
HSY HERSHEY FOODS CORP 0.0%
Value ($000) $204 Shares 1,336 Est. Cost $130.99 Unrealized 0.0%
MVIS MICROVISION INC WASH 0.0%
Value ($000) $172 Shares 32,000 Est. Cost $1.59 Unrealized +85.4%
RWWI RAND WORLDWIDE INC 0.0%
Value ($000) $162 Shares 12,000 Est. Cost $12.34 Unrealized 0.0%