BARR E S & CO Diversified Active

CIK: 0001040210 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 13, 2021

Total Value ($000): $1,387,878 (100.0% shares, 0.0% debt)

Holdings (103)

BRK/B BERKSHIRE HATHAWAY B 12.3%
Value ($000) $170,016 Shares 611,743 Est. Cost $113.53 Unrealized +146.1%
MKL MARKEL CORP COM 6.4%
Value ($000) $89,341 Shares 75,285 Est. Cost $604.44 Unrealized +98.3%
GOLDMAN SACHS INC 5.6%
Value ($000) $77,416 Shares 203,980 Est. Cost $166.81 Unrealized
ALPHABET INC SHS CL C 5.4%
Value ($000) $75,265 Shares 30,030 Est. Cost $846.57 Unrealized
BLACKSTONE GROUP INC 4.9%
Value ($000) $67,803 Shares 697,995 Est. Cost $44.42 Unrealized
MCO MOODY'S CORP 4.4%
Value ($000) $61,689 Shares 170,238 Est. Cost $144.57 Unrealized +121.5%
NKE NIKE INC CL B 4.2%
Value ($000) $58,358 Shares 377,749 Est. Cost $58.06 Unrealized +116.4%
HOMB HOME BANCSHARES INC 3.7%
Value ($000) $51,520 Shares 2,087,531 Est. Cost $22.06 Unrealized +22.4%
AMZN AMAZON.COM INC 3.5%
Value ($000) $48,998 Shares 14,243 Est. Cost $38.21 Unrealized +335.0%
SCHW SCHWAB CHARLES CORP 3.1%
Value ($000) $43,202 Shares 593,357 Est. Cost $40.37 Unrealized +65.0%
EL ESTEE LAUDER INC 3.0%
Value ($000) $41,913 Shares 131,769 Est. Cost $75.96 Unrealized +272.4%
DIS WALT DISNEY CO 2.9%
Value ($000) $40,101 Shares 228,146 Est. Cost $114.69 Unrealized +53.2%
BROOKFIELD ASSET MGMT 2.9%
Value ($000) $39,978 Shares 784,187 Est. Cost $35.60 Unrealized
KMX CARMAX INC 2.7%
Value ($000) $37,628 Shares 291,355 Est. Cost $54.29 Unrealized +127.7%
JPMORGAN CHASE & CO 2.6%
Value ($000) $36,694 Shares 235,914 Est. Cost $72.84 Unrealized
JNJ JOHNSON AND JOHNSON 2.6%
Value ($000) $36,130 Shares 219,314 Est. Cost $65.36 Unrealized +121.7%
ALPHABET INC SHS CL A 2.5%
Value ($000) $35,211 Shares 14,420 Est. Cost $777.99 Unrealized
AXP AMERICAN EXPRESS CO 2.3%
Value ($000) $31,626 Shares 191,407 Est. Cost $61.68 Unrealized +139.7%
AAPL APPLE INC 2.1%
Value ($000) $29,065 Shares 212,219 Est. Cost $86.05 Unrealized +46.9%
T ROWE PRICE GROUP INC 2.0%
Value ($000) $27,739 Shares 140,117 Est. Cost $85.10 Unrealized
AMERICAN TOWER CORP 1.9%
Value ($000) $26,001 Shares 96,249 Est. Cost $191.27 Unrealized
WYNN WYNN RESORTS LTD 1.6%
Value ($000) $22,273 Shares 182,120 Est. Cost $108.05 Unrealized +14.5%
BKNG BOOKING HOLDING INC 1.5%
Value ($000) $21,489 Shares 9,821 Est. Cost $1762.76 Unrealized +30.3%
MASTERCARD INC 1.5%
Value ($000) $20,788 Shares 56,940 Est. Cost $241.45 Unrealized
PEP PEPSICO INC 1.5%
Value ($000) $20,756 Shares 140,080 Est. Cost $56.00 Unrealized +125.3%
PACWEST BANCORP 1.3%
Value ($000) $18,233 Shares 442,982 Est. Cost $29.73 Unrealized
DOUGLAS EMMETT INC 1.3%
Value ($000) $17,995 Shares 535,260 Est. Cost $26.17 Unrealized
BRK/A BERKSHIRE HATHAWAY A 1.0%
Value ($000) $13,814 Shares 33 Est. Cost $165023.42 Unrealized +154.7%
VNO VORNADO REALTY TRUST 0.8%
Value ($000) $11,480 Shares 245,992 Est. Cost $70.87 Unrealized
O'REILLY AUTOMOTIVE INC 0.7%
Value ($000) $10,029 Shares 17,713 Est. Cost $245.04 Unrealized
SIRIUS XM RADIO INC 0.7%
Value ($000) $9,858 Shares 1,507,308 Est. Cost $5.87 Unrealized
LYV LIVE NATION ENTMT 0.6%
Value ($000) $7,966 Shares 90,946 Est. Cost $46.15 Unrealized +85.8%
DIAMOND HILL INVT CL A 0.6%
Value ($000) $7,710 Shares 46,081 Est. Cost $172.96 Unrealized
ROK ROCKWELL AUTOMATION 0.5%
Value ($000) $7,219 Shares 25,241 Est. Cost $167.26 Unrealized +49.0%
SPDR S&P 500 ETF 0.4%
Value ($000) $5,540 Shares 12,942 Est. Cost $318.74 Unrealized
WFC WELLS FARGO & CO 0.4%
Value ($000) $5,096 Shares 112,519 Est. Cost $29.19 Unrealized +37.0%
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $4,166 Shares 15,291 Est. Cost $232.32 Unrealized +13.2%
GAMING & LEISURE INC 0.3%
Value ($000) $4,024 Shares 86,861 Est. Cost $38.11 Unrealized
PG PROCTER & GAMBLE 0.3%
Value ($000) $3,888 Shares 28,818 Est. Cost $58.14 Unrealized +107.6%
COSTCO WHOLESALE CO 0.3%
Value ($000) $3,678 Shares 9,295 Est. Cost $295.98 Unrealized
MSFT MICROSOFT CORP 0.2%
Value ($000) $3,385 Shares 12,494 Est. Cost $98.52 Unrealized +148.4%
CHTR CHARTER COMMUNICATIONS 0.2%
Value ($000) $3,336 Shares 4,624 Est. Cost $624.87 Unrealized +7.7%
CHDN CHURCHILL DOWNS 0.2%
Value ($000) $2,900 Shares 14,625 Est. Cost $37.59 Unrealized +168.8%
SBCF SEACOAST BK CORP FLA 0.2%
Value ($000) $2,396 Shares 70,150 Est. Cost $17.50 Unrealized +108.4%
EXXON MOBIL CORP 0.2%
Value ($000) $2,214 Shares 35,097 Est. Cost $87.40 Unrealized
KO COCA COLA COM 0.1%
Value ($000) $2,034 Shares 37,596 Est. Cost $30.50 Unrealized +55.0%
KKR KKR & CO 0.1%
Value ($000) $2,004 Shares 33,825 Est. Cost $22.05 Unrealized +141.9%
MCD MC DONALDS CORP 0.1%
Value ($000) $1,676 Shares 7,256 Est. Cost $90.39 Unrealized +131.6%
TSLA TESLA MOTORS INC 0.1%
Value ($000) $1,574 Shares 2,315 Est. Cost $123.30 Unrealized +76.1%
PNC PNC FINANCIAL SRVCS 0.1%
Value ($000) $1,429 Shares 7,492 Est. Cost $53.05 Unrealized +199.1%
INTU INTUIT 0.1%
Value ($000) $989 Shares 2,018 Est. Cost $71.66 Unrealized +488.2%
LLY LILLY ELI & CO 0.1%
Value ($000) $967 Shares 4,212 Est. Cost $138.78 Unrealized +38.3%
UPS UNITED PARCEL SRVC CL B 0.1%
Value ($000) $963 Shares 4,631 Est. Cost $55.65 Unrealized +195.0%
FACEBOOK INC CL A 0.1%
Value ($000) $954 Shares 2,744 Est. Cost $170.52 Unrealized
WMT WAL-MART STORES INC 0.1%
Value ($000) $926 Shares 6,565 Est. Cost $38.50 Unrealized +13.8%
CVX CHEVRON CORPORATION 0.1%
Value ($000) $880 Shares 8,400 Est. Cost $74.90 Unrealized +16.3%
V VISA INC COM CLASS A 0.1%
Value ($000) $712 Shares 3,046 Est. Cost $139.51 Unrealized +58.4%
WINTRUST FINANCIAL 0.1%
Value ($000) $694 Shares 9,175 Est. Cost $48.66 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $689 Shares 6,950 Est. Cost $59.32 Unrealized +28.8%
SYBT STOCK YARD BANCORP INC 0.0%
Value ($000) $659 Shares 12,956 Est. Cost $51.67 Unrealized 0.0%
HUM HUMANA INC 0.0%
Value ($000) $655 Shares 1,480 Est. Cost $110.34 Unrealized +278.8%
VZ VERIZON COMM INC 0.0%
Value ($000) $646 Shares 11,523 Est. Cost $43.02 Unrealized +0.9%
HD HOME DEPOT INC 0.0%
Value ($000) $615 Shares 1,927 Est. Cost $194.57 Unrealized +45.9%
ABBVIE INC 0.0%
Value ($000) $603 Shares 5,351 Est. Cost $62.58 Unrealized
PFE PFIZER INCORPORATED 0.0%
Value ($000) $601 Shares 15,356 Est. Cost $21.97 Unrealized +41.1%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $548 Shares 4,726 Est. Cost $43.05 Unrealized +149.2%
MERCK & CO INC 0.0%
Value ($000) $534 Shares 6,871 Est. Cost $56.29 Unrealized
MDLZ MONDELEZ INTL CLASS A 0.0%
Value ($000) $513 Shares 8,218 Est. Cost $30.98 Unrealized +76.3%
NVIDIA CORP 0.0%
Value ($000) $454 Shares 568 Est. Cost $523.05 Unrealized
MVIS MICROVISION INC WASH 0.0%
Value ($000) $435 Shares 26,000 Est. Cost $2.73 Unrealized +501.7%
USB US BANCORP DEL 0.0%
Value ($000) $424 Shares 7,448 Est. Cost $23.83 Unrealized +100.2%
RTX RAYTHEON TECH CORP 0.0%
Value ($000) $362 Shares 4,247 Est. Cost $72.93 Unrealized +3.8%
INTC INTEL CORP 0.0%
Value ($000) $349 Shares 6,225 Est. Cost $53.89 Unrealized -0.6%
CTAS CINTAS CORP 0.0%
Value ($000) $344 Shares 900 Est. Cost $54.66 Unrealized +55.4%
COMCAST CORP CLASS A 0.0%
Value ($000) $325 Shares 5,691 Est. Cost $54.12 Unrealized
AT & T CORP NEW 0.0%
Value ($000) $323 Shares 11,233 Est. Cost $29.92 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $318 Shares 1,446 Est. Cost $151.47 Unrealized +32.3%
BA BOEING CO 0.0%
Value ($000) $317 Shares 1,322 Est. Cost $157.00 Unrealized +54.0%
PYPL PAYPAL HOLDINGS INC 0.0%
Value ($000) $315 Shares 1,079 Est. Cost $251.93 Unrealized +4.6%
BMY BRISTOL-MYERS SQUIBB 0.0%
Value ($000) $314 Shares 4,700 Est. Cost $53.89 Unrealized 0.0%
HSY HERSHEY FOODS CORP 0.0%
Value ($000) $311 Shares 1,786 Est. Cost $135.95 Unrealized +10.8%
3M COMPANY 0.0%
Value ($000) $303 Shares 1,523 Est. Cost $194.08 Unrealized
FEDEX CORPORATION 0.0%
Value ($000) $298 Shares 1,000 Est. Cost $252.00 Unrealized
ALTRIA GROUP INC 0.0%
Value ($000) $293 Shares 6,147 Est. Cost $50.25 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.0%
Value ($000) $285 Shares 1,276 Est. Cost $142.90 Unrealized +43.5%
ACCENTURE PLC 0.0%
Value ($000) $280 Shares 950 Est. Cost $265.21 Unrealized
BROOKFIELD ASSET MGMT REINSURA 0.0%
Value ($000) $278 Shares 5,337 Est. Cost $52.09 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $275 Shares 2,461 Est. Cost $68.48 Unrealized +48.5%
ADP AUTOMATIC DATA PROCESS 0.0%
Value ($000) $270 Shares 1,360 Est. Cost $150.31 Unrealized +17.3%
SHOPIFY INC 0.0%
Value ($000) $270 Shares 185 Est. Cost $1129.73 Unrealized
EATON VANCE T/M BUY-WRT OPPS 0.0%
Value ($000) $255 Shares 15,690 Est. Cost $15.77 Unrealized
ENSTAR GROUP LTD 0.0%
Value ($000) $249 Shares 1,042 Est. Cost $133.61 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $249 Shares 1,022 Est. Cost $188.46 Unrealized +17.9%
MARATHON PETE CORP 0.0%
Value ($000) $240 Shares 3,972 Est. Cost $60.42 Unrealized
TPL TEXAS PACIFIC LAND CORP 0.0%
Value ($000) $240 Shares 150 Est. Cost $117.17 Unrealized +40.1%
ADOBE SYS 0.0%
Value ($000) $230 Shares 393 Est. Cost $585.24 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $229 Shares 2,376 Est. Cost $77.81 Unrealized +9.9%
TARGET CORPORATION 0.0%
Value ($000) $224 Shares 925 Est. Cost $242.16 Unrealized
ANNALY CAP MGMT INC 0.0%
Value ($000) $222 Shares 25,000 Est. Cost $11.87 Unrealized
RWWI RAND WORLDWIDE INC 0.0%
Value ($000) $211 Shares 14,000 Est. Cost $12.41 Unrealized +12.8%
PERSHING SQUARE TONTINE HLDGS 0.0%
Value ($000) $205 Shares 9,000 Est. Cost $22.78 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $201 Shares 1,500 Est. Cost $110.86 Unrealized +1.4%
CASCADE ACQUISITION CORP 0.0%
Value ($000) $188 Shares 19,000 Est. Cost $9.84 Unrealized