BARR E S & CO Diversified Active

CIK: 0001040210 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 10, 2021

Total Value ($000): $1,388,622 (100.0% shares, 0.0% debt)

Holdings (100)

BRK/B BERKSHIRE HATHAWAY B 11.9%
Value ($000) $165,516 Shares 606,420 Est. Cost $113.53 Unrealized +147.4%
MKL MARKEL CORP COM 6.4%
Value ($000) $88,578 Shares 74,116 Est. Cost $604.44 Unrealized +104.0%
ALPHABET INC SHS CL C 5.7%
Value ($000) $79,000 Shares 29,640 Est. Cost $846.57 Unrealized
GOLDMAN SACHS INC 5.4%
Value ($000) $75,216 Shares 198,970 Est. Cost $166.81 Unrealized
BLACKSTONE INC 5.1%
Value ($000) $70,930 Shares 609,680 Est. Cost $44.42 Unrealized
MCO MOODY'S CORP 4.3%
Value ($000) $59,623 Shares 167,901 Est. Cost $144.57 Unrealized +151.2%
HOMB HOME BANCSHARES INC 4.2%
Value ($000) $57,800 Shares 2,456,425 Est. Cost $22.08 Unrealized +0.6%
NKE NIKE INC CL B 3.8%
Value ($000) $53,120 Shares 365,763 Est. Cost $58.06 Unrealized +162.7%
AMZN AMAZON.COM INC 3.4%
Value ($000) $46,552 Shares 14,171 Est. Cost $38.21 Unrealized +351.4%
SCHW SCHWAB CHARLES CORP 3.0%
Value ($000) $41,872 Shares 574,845 Est. Cost $40.37 Unrealized +66.9%
BROOKFIELD ASSET MGMT 3.0%
Value ($000) $41,039 Shares 766,946 Est. Cost $35.60 Unrealized
EL ESTEE LAUDER INC 2.8%
Value ($000) $38,555 Shares 128,545 Est. Cost $75.96 Unrealized +301.9%
JPMORGAN CHASE & CO 2.8%
Value ($000) $38,482 Shares 235,089 Est. Cost $72.84 Unrealized
DIS WALT DISNEY CO 2.7%
Value ($000) $38,077 Shares 225,082 Est. Cost $114.69 Unrealized +51.8%
ALPHABET INC SHS CL A 2.7%
Value ($000) $37,453 Shares 14,009 Est. Cost $777.99 Unrealized
KMX CARMAX INC 2.6%
Value ($000) $35,673 Shares 278,782 Est. Cost $54.29 Unrealized +145.1%
JNJ JOHNSON AND JOHNSON 2.5%
Value ($000) $35,079 Shares 217,208 Est. Cost $65.36 Unrealized +129.9%
AXP AMERICAN EXPRESS CO 2.3%
Value ($000) $31,405 Shares 187,459 Est. Cost $61.68 Unrealized +156.6%
AAPL APPLE INC 2.1%
Value ($000) $29,824 Shares 210,767 Est. Cost $86.05 Unrealized +67.2%
TTWO TAKE-TWO INTERACTIVE SOFTWARE 2.0%
Value ($000) $27,204 Shares 176,570 Est. Cost $161.97 Unrealized 0.0%
T ROWE PRICE GROUP INC 1.9%
Value ($000) $26,932 Shares 136,917 Est. Cost $85.10 Unrealized
AMERICAN TOWER CORP 1.8%
Value ($000) $25,275 Shares 95,231 Est. Cost $191.27 Unrealized
DOUGLAS EMMETT INC 1.5%
Value ($000) $20,527 Shares 649,388 Est. Cost $27.13 Unrealized
PEP PEPSICO INC 1.5%
Value ($000) $20,218 Shares 134,416 Est. Cost $56.00 Unrealized +141.1%
MASTERCARD INC 1.4%
Value ($000) $19,493 Shares 56,065 Est. Cost $241.45 Unrealized
PACWEST BANCORP 1.4%
Value ($000) $18,804 Shares 414,919 Est. Cost $29.73 Unrealized
BKNG BOOKING HOLDING INC 1.2%
Value ($000) $16,161 Shares 6,808 Est. Cost $1762.76 Unrealized +25.2%
WYNN WYNN RESORTS LTD 1.0%
Value ($000) $14,421 Shares 170,165 Est. Cost $108.05 Unrealized -11.2%
BRK/A BERKSHIRE HATHAWAY A 0.9%
Value ($000) $13,164 Shares 32 Est. Cost $165023.42 Unrealized +156.1%
O'REILLY AUTOMOTIVE INC 0.8%
Value ($000) $10,784 Shares 17,648 Est. Cost $245.04 Unrealized
VNO VORNADO REALTY TRUST 0.7%
Value ($000) $9,406 Shares 223,891 Est. Cost $70.87 Unrealized
DIAMOND HILL INVT CL A 0.6%
Value ($000) $8,860 Shares 50,436 Est. Cost $173.20 Unrealized
SIRIUS XM RADIO INC 0.6%
Value ($000) $8,539 Shares 1,399,818 Est. Cost $5.87 Unrealized
ROK ROCKWELL AUTOMATION 0.4%
Value ($000) $5,955 Shares 20,254 Est. Cost $167.26 Unrealized +70.2%
SPDR S&P 500 ETF 0.4%
Value ($000) $5,528 Shares 12,883 Est. Cost $318.74 Unrealized
WFC WELLS FARGO & CO 0.4%
Value ($000) $5,140 Shares 110,755 Est. Cost $29.19 Unrealized +42.5%
LYV LIVE NATION ENTMT 0.4%
Value ($000) $4,917 Shares 53,961 Est. Cost $46.15 Unrealized +82.5%
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $4,270 Shares 15,266 Est. Cost $232.32 Unrealized +21.1%
COSTCO WHOLESALE CO 0.3%
Value ($000) $4,179 Shares 9,301 Est. Cost $295.98 Unrealized
PG PROCTER & GAMBLE 0.3%
Value ($000) $3,983 Shares 28,489 Est. Cost $58.14 Unrealized +118.9%
GAMING & LEISURE INC 0.3%
Value ($000) $3,748 Shares 80,922 Est. Cost $38.11 Unrealized
CHDN CHURCHILL DOWNS 0.3%
Value ($000) $3,511 Shares 14,625 Est. Cost $37.59 Unrealized +166.1%
MSFT MICROSOFT CORP 0.3%
Value ($000) $3,505 Shares 12,432 Est. Cost $98.52 Unrealized +185.0%
CHTR CHARTER COMMUNICATIONS 0.2%
Value ($000) $3,366 Shares 4,626 Est. Cost $624.87 Unrealized +21.4%
SBCF SEACOAST BK CORP FLA 0.2%
Value ($000) $2,372 Shares 70,150 Est. Cost $17.50 Unrealized +80.9%
ALTICE USA INC 0.2%
Value ($000) $2,224 Shares 107,325 Est. Cost $20.72 Unrealized
KKR KKR & CO 0.1%
Value ($000) $2,038 Shares 33,480 Est. Cost $22.05 Unrealized +174.4%
EXXON MOBIL CORP 0.1%
Value ($000) $2,006 Shares 34,097 Est. Cost $87.40 Unrealized
KO COCA COLA COM 0.1%
Value ($000) $1,922 Shares 36,638 Est. Cost $30.50 Unrealized +60.0%
TSLA TESLA MOTORS INC 0.1%
Value ($000) $1,822 Shares 2,350 Est. Cost $124.97 Unrealized +88.3%
MCD MC DONALDS CORP 0.1%
Value ($000) $1,725 Shares 7,156 Est. Cost $90.39 Unrealized +138.8%
PNC PNC FINANCIAL SRVCS 0.1%
Value ($000) $1,466 Shares 7,492 Est. Cost $53.05 Unrealized +203.0%
INTU INTUIT 0.1%
Value ($000) $1,089 Shares 2,018 Est. Cost $71.66 Unrealized +631.9%
LLY LILLY ELI & CO 0.1%
Value ($000) $976 Shares 4,225 Est. Cost $138.78 Unrealized +70.5%
FACEBOOK INC CL A 0.1%
Value ($000) $942 Shares 2,777 Est. Cost $172.53 Unrealized
WMT WAL-MART STORES INC 0.1%
Value ($000) $908 Shares 6,515 Est. Cost $38.50 Unrealized +18.1%
UPS UNITED PARCEL SRVC CL B 0.1%
Value ($000) $840 Shares 4,614 Est. Cost $55.65 Unrealized +192.4%
SYBT STOCK YARD BANCORP INC 0.1%
Value ($000) $795 Shares 13,559 Est. Cost $51.64 Unrealized -0.9%
CVX CHEVRON CORPORATION 0.1%
Value ($000) $772 Shares 7,612 Est. Cost $74.90 Unrealized +11.2%
WINTRUST FINANCIAL 0.1%
Value ($000) $737 Shares 9,175 Est. Cost $48.66 Unrealized
V VISA INC COM CLASS A 0.0%
Value ($000) $686 Shares 3,079 Est. Cost $140.44 Unrealized +61.6%
PFE PFIZER INCORPORATED 0.0%
Value ($000) $663 Shares 15,413 Est. Cost $21.97 Unrealized +62.4%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $659 Shares 6,950 Est. Cost $59.32 Unrealized +36.6%
HD HOME DEPOT INC 0.0%
Value ($000) $634 Shares 1,930 Est. Cost $194.57 Unrealized +51.4%
VZ VERIZON COMM INC 0.0%
Value ($000) $591 Shares 10,936 Est. Cost $43.02 Unrealized -1.6%
HUM HUMANA INC 0.0%
Value ($000) $579 Shares 1,489 Est. Cost $110.34 Unrealized +268.6%
ABBVIE INC 0.0%
Value ($000) $578 Shares 5,362 Est. Cost $62.58 Unrealized
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $562 Shares 4,759 Est. Cost $43.05 Unrealized +163.6%
NVIDIA CORP 0.0%
Value ($000) $543 Shares 2,621 Est. Cost $275.63 Unrealized
MERCK & CO INC 0.0%
Value ($000) $494 Shares 6,575 Est. Cost $56.29 Unrealized
MDLZ MONDELEZ INTL CLASS A 0.0%
Value ($000) $481 Shares 8,267 Est. Cost $30.98 Unrealized +78.9%
USB US BANCORP DEL 0.0%
Value ($000) $443 Shares 7,448 Est. Cost $23.83 Unrealized +95.8%
PERSHING SQUARE TONTINE HLDGS 0.0%
Value ($000) $351 Shares 17,830 Est. Cost $21.25 Unrealized
RTX RAYTHEON TECH CORP 0.0%
Value ($000) $341 Shares 3,967 Est. Cost $72.93 Unrealized +6.1%
CTAS CINTAS CORP 0.0%
Value ($000) $324 Shares 850 Est. Cost $54.66 Unrealized +71.9%
INTC INTEL CORP 0.0%
Value ($000) $306 Shares 5,738 Est. Cost $53.89 Unrealized -7.6%
ACCENTURE PLC 0.0%
Value ($000) $304 Shares 950 Est. Cost $265.21 Unrealized
HSY HERSHEY FOODS CORP 0.0%
Value ($000) $302 Shares 1,786 Est. Cost $135.95 Unrealized +16.8%
COMCAST CORP CLASS A 0.0%
Value ($000) $299 Shares 5,354 Est. Cost $54.12 Unrealized
MVIS MICROVISION INC WASH 0.0%
Value ($000) $287 Shares 26,000 Est. Cost $2.73 Unrealized +409.6%
UNP UNION PAC CORP 0.0%
Value ($000) $285 Shares 1,456 Est. Cost $151.47 Unrealized +28.9%
BMY BRISTOL-MYERS SQUIBB 0.0%
Value ($000) $278 Shares 4,700 Est. Cost $53.89 Unrealized +1.8%
AT & T CORP NEW 0.0%
Value ($000) $273 Shares 10,100 Est. Cost $29.92 Unrealized
ADP AUTOMATIC DATA PROCESS 0.0%
Value ($000) $272 Shares 1,360 Est. Cost $150.31 Unrealized +24.9%
SBUX STARBUCKS CORP 0.0%
Value ($000) $271 Shares 2,461 Est. Cost $68.48 Unrealized +54.4%
BA BOEING CO 0.0%
Value ($000) $269 Shares 1,222 Est. Cost $157.00 Unrealized +42.0%
3M COMPANY 0.0%
Value ($000) $267 Shares 1,523 Est. Cost $194.08 Unrealized
ALTRIA GROUP INC 0.0%
Value ($000) $266 Shares 5,852 Est. Cost $50.25 Unrealized
PYPL PAYPAL HOLDINGS INC 0.0%
Value ($000) $264 Shares 1,015 Est. Cost $251.93 Unrealized +12.4%
SHOPIFY INC 0.0%
Value ($000) $260 Shares 192 Est. Cost $1137.91 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.0%
Value ($000) $255 Shares 1,232 Est. Cost $142.90 Unrealized +42.0%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $243 Shares 989 Est. Cost $188.46 Unrealized +21.0%
ADOBE SYS 0.0%
Value ($000) $233 Shares 405 Est. Cost $584.95 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $224 Shares 2,376 Est. Cost $77.81 Unrealized +17.2%
RWWI RAND WORLDWIDE INC 0.0%
Value ($000) $224 Shares 14,000 Est. Cost $12.41 Unrealized +29.4%
FEDEX CORPORATION 0.0%
Value ($000) $219 Shares 1,000 Est. Cost $252.00 Unrealized
TARGET CORPORATION 0.0%
Value ($000) $215 Shares 940 Est. Cost $241.95 Unrealized
ANNALY CAP MGMT INC 0.0%
Value ($000) $210 Shares 25,000 Est. Cost $11.87 Unrealized
CASCADE ACQUISITION CORP 0.0%
Value ($000) $189 Shares 19,000 Est. Cost $9.84 Unrealized
EATON VANCE T/M BUY-WRT OPPS 0.0%
Value ($000) $160 Shares 10,000 Est. Cost $15.77 Unrealized