BARR E S & CO Diversified Active

CIK: 0001040210 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 14, 2022

Total Value ($000): $1,129,990 (100.0% shares, 0.0% debt)

Holdings (86)

BRK/B BERKSHIRE HATHAWAY B 13.8%
Value ($000) $155,963 Shares 584,089 Est. Cost $116.93 Unrealized +143.3%
MKL MARKEL CORP COM 7.4%
Value ($000) $83,978 Shares 77,455 Est. Cost $632.18 Unrealized +93.0%
GOLDMAN SACHS INC 5.5%
Value ($000) $61,698 Shares 210,536 Est. Cost $177.72 Unrealized
ALPHABET INC SHS CL C 5.3%
Value ($000) $59,363 Shares 617,395 Est. Cost $136.90 Unrealized
HOMB HOME BANCSHARES INC 5.2%
Value ($000) $58,211 Shares 2,585,995 Est. Cost $22.11 Unrealized +5.0%
AMZN AMAZON.COM INC 4.4%
Value ($000) $50,009 Shares 442,555 Est. Cost $122.67 Unrealized +3.0%
BLACKSTONE INC 4.4%
Value ($000) $49,681 Shares 593,557 Est. Cost $44.42 Unrealized
MCO MOODY'S CORP 4.0%
Value ($000) $44,833 Shares 184,415 Est. Cost $160.85 Unrealized +75.5%
SCHW SCHWAB CHARLES CORP 3.3%
Value ($000) $36,963 Shares 514,305 Est. Cost $42.80 Unrealized +54.7%
JNJ JOHNSON AND JOHNSON 3.0%
Value ($000) $33,567 Shares 205,478 Est. Cost $66.42 Unrealized +130.2%
NKE NIKE INC CL B 2.8%
Value ($000) $32,113 Shares 386,347 Est. Cost $61.28 Unrealized +65.7%
AAPL APPLE INC 2.5%
Value ($000) $28,106 Shares 203,370 Est. Cost $86.05 Unrealized +79.3%
JPMORGAN CHASE & CO 2.5%
Value ($000) $27,847 Shares 266,483 Est. Cost $77.57 Unrealized
BROOKFIELD ASSET MGMT 2.4%
Value ($000) $27,088 Shares 662,456 Est. Cost $35.60 Unrealized
EL ESTEE LAUDER INC 2.4%
Value ($000) $26,740 Shares 123,853 Est. Cost $75.96 Unrealized +216.7%
ALPHABET INC SHS CL A 2.3%
Value ($000) $25,492 Shares 266,510 Est. Cost $130.15 Unrealized
AXP AMERICAN EXPRESS CO 2.2%
Value ($000) $24,433 Shares 181,106 Est. Cost $61.68 Unrealized +135.0%
CHTR CHARTER COMMUNICATIONS 2.1%
Value ($000) $24,081 Shares 79,384 Est. Cost $562.45 Unrealized -23.9%
AMERICAN TOWER CORP 2.0%
Value ($000) $23,021 Shares 107,224 Est. Cost $197.61 Unrealized
DIS WALT DISNEY CO 2.0%
Value ($000) $22,209 Shares 235,443 Est. Cost $114.33 Unrealized -8.5%
KMX CARMAX INC 1.9%
Value ($000) $20,938 Shares 317,153 Est. Cost $61.18 Unrealized +49.4%
T ROWE PRICE GROUP INC 1.8%
Value ($000) $20,829 Shares 198,357 Est. Cost $104.32 Unrealized
PEP PEPSICO INC 1.8%
Value ($000) $20,400 Shares 124,954 Est. Cost $56.00 Unrealized +175.8%
TTWO TAKE-TWO INTERACTIVE SOFTWARE 1.6%
Value ($000) $18,344 Shares 168,289 Est. Cost $161.89 Unrealized -23.3%
MASTERCARD INC 1.4%
Value ($000) $15,350 Shares 53,983 Est. Cost $241.45 Unrealized
BRK/A BERKSHIRE HATHAWAY A 1.2%
Value ($000) $13,414 Shares 33 Est. Cost $174300.67 Unrealized +145.6%
DOUGLAS EMMETT INC 1.1%
Value ($000) $12,104 Shares 675,079 Est. Cost $27.02 Unrealized
O'REILLY AUTOMOTIVE INC 1.1%
Value ($000) $11,965 Shares 17,012 Est. Cost $245.04 Unrealized
ADOBE SYS 0.9%
Value ($000) $10,123 Shares 36,784 Est. Cost $361.12 Unrealized
DIAMOND HILL INVT CL A 0.8%
Value ($000) $8,906 Shares 53,974 Est. Cost $172.54 Unrealized
PACWEST BANCORP 0.6%
Value ($000) $6,793 Shares 300,573 Est. Cost $29.61 Unrealized
GAMING & LEISURE INC 0.6%
Value ($000) $6,523 Shares 147,446 Est. Cost $42.06 Unrealized
SBUX STARBUCKS CORP 0.5%
Value ($000) $6,142 Shares 72,893 Est. Cost $81.82 Unrealized -4.2%
SHW SHERWIN WILLIAMS CO 0.5%
Value ($000) $5,248 Shares 25,630 Est. Cost $238.78 Unrealized -3.8%
BKNG BOOKING HOLDING INC 0.5%
Value ($000) $5,225 Shares 3,180 Est. Cost $1762.76 Unrealized +4.8%
COSTCO WHOLESALE CO 0.4%
Value ($000) $4,361 Shares 9,235 Est. Cost $295.98 Unrealized
WFC WELLS FARGO & CO 0.4%
Value ($000) $4,119 Shares 102,419 Est. Cost $29.19 Unrealized +34.9%
PG PROCTER & GAMBLE 0.3%
Value ($000) $3,425 Shares 27,126 Est. Cost $58.14 Unrealized +124.6%
MSFT MICROSOFT CORP 0.3%
Value ($000) $3,236 Shares 13,895 Est. Cost $119.52 Unrealized +114.9%
EXXON MOBIL CORP 0.2%
Value ($000) $2,643 Shares 30,276 Est. Cost $87.40 Unrealized
CHDN CHURCHILL DOWNS 0.2%
Value ($000) $2,597 Shares 14,100 Est. Cost $37.59 Unrealized +167.6%
KO COCA COLA COM 0.2%
Value ($000) $2,150 Shares 38,386 Est. Cost $31.76 Unrealized +76.5%
SBCF SEACOAST BK CORP FLA 0.2%
Value ($000) $2,098 Shares 69,400 Est. Cost $17.50 Unrealized +90.6%
TSLA TESLA MOTORS INC 0.2%
Value ($000) $1,854 Shares 6,990 Est. Cost $227.39 Unrealized +22.8%
WYNN WYNN RESORTS LTD 0.2%
Value ($000) $1,755 Shares 27,846 Est. Cost $108.05 Unrealized -43.9%
MCD MC DONALDS CORP 0.1%
Value ($000) $1,642 Shares 7,118 Est. Cost $92.17 Unrealized +156.3%
SPDR S&P 500 ETF 0.1%
Value ($000) $1,476 Shares 4,132 Est. Cost $320.67 Unrealized
KKR KKR & CO 0.1%
Value ($000) $1,325 Shares 30,825 Est. Cost $22.40 Unrealized +119.5%
CABLE ONE 0.1%
Value ($000) $1,105 Shares 1,295 Est. Cost $853.28 Unrealized
VNO VORNADO REALTY TRUST 0.1%
Value ($000) $1,098 Shares 47,403 Est. Cost $70.87 Unrealized
PNC PNC FINANCIAL SRVCS 0.1%
Value ($000) $1,082 Shares 7,242 Est. Cost $53.05 Unrealized +167.6%
CVX CHEVRON CORPORATION 0.1%
Value ($000) $1,078 Shares 7,504 Est. Cost $75.90 Unrealized +75.0%
CME GROUP 0.1%
Value ($000) $1,065 Shares 6,015 Est. Cost $237.91 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $1,006 Shares 3,112 Est. Cost $138.78 Unrealized +122.0%
WMT WAL-MART STORES INC 0.1%
Value ($000) $826 Shares 6,370 Est. Cost $38.50 Unrealized +9.1%
INTU INTUIT 0.1%
Value ($000) $739 Shares 1,909 Est. Cost $71.66 Unrealized +489.8%
ABBVIE INC 0.1%
Value ($000) $691 Shares 5,151 Est. Cost $62.58 Unrealized
UPS UNITED PARCEL SRVC CL B 0.1%
Value ($000) $661 Shares 4,089 Est. Cost $55.65 Unrealized +188.4%
HUM HUMANA INC 0.1%
Value ($000) $633 Shares 1,305 Est. Cost $110.34 Unrealized +325.3%
HD HOME DEPOT INC 0.1%
Value ($000) $574 Shares 2,080 Est. Cost $202.45 Unrealized +33.7%
V VISA INC COM CLASS A 0.0%
Value ($000) $518 Shares 2,915 Est. Cost $140.44 Unrealized +41.2%
LYV LIVE NATION ENTMT 0.0%
Value ($000) $516 Shares 6,788 Est. Cost $46.15 Unrealized +94.1%
WINTRUST FINANCIAL 0.0%
Value ($000) $512 Shares 6,275 Est. Cost $48.66 Unrealized
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $463 Shares 4,789 Est. Cost $51.90 Unrealized +92.7%
PFE PFIZER INCORPORATED 0.0%
Value ($000) $460 Shares 10,508 Est. Cost $21.97 Unrealized +83.9%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $441 Shares 5,313 Est. Cost $60.27 Unrealized +34.3%
XMTR XOMETRY INC CL A 0.0%
Value ($000) $425 Shares 7,483 Est. Cost $51.43 Unrealized -9.2%
MERCK & CO INC 0.0%
Value ($000) $423 Shares 4,912 Est. Cost $56.29 Unrealized
SUN SUNOCO LP 0.0%
Value ($000) $410 Shares 10,525 Est. Cost $40.87 Unrealized
HSY HERSHEY FOODS CORP 0.0%
Value ($000) $394 Shares 1,786 Est. Cost $135.95 Unrealized +51.0%
MDLZ MONDELEZ INTL CLASS A 0.0%
Value ($000) $387 Shares 7,060 Est. Cost $32.30 Unrealized +75.3%
STARWOOD PPTY TR 0.0%
Value ($000) $364 Shares 20,000 Est. Cost $24.15 Unrealized
META PLATFORMS INC 0.0%
Value ($000) $339 Shares 2,497 Est. Cost $172.53 Unrealized
NVIDIA CORP 0.0%
Value ($000) $323 Shares 2,659 Est. Cost $275.63 Unrealized
CTAS CINTAS CORP 0.0%
Value ($000) $320 Shares 825 Est. Cost $54.66 Unrealized +81.2%
RTX RAYTHEON TECH CORP 0.0%
Value ($000) $319 Shares 3,894 Est. Cost $72.93 Unrealized +15.0%
ADP AUTOMATIC DATA PROCESS 0.0%
Value ($000) $308 Shares 1,360 Est. Cost $150.31 Unrealized +45.7%
USB US BANCORP DEL 0.0%
Value ($000) $294 Shares 7,300 Est. Cost $23.83 Unrealized +64.6%
UNP UNION PAC CORP 0.0%
Value ($000) $282 Shares 1,446 Est. Cost $155.62 Unrealized +31.2%
RWWI RAND WORLDWIDE INC 0.0%
Value ($000) $271 Shares 14,000 Est. Cost $12.41 Unrealized +46.3%
POSEIDA THERAPEUTICS INC 0.0%
Value ($000) $270 Shares 76,398 Est. Cost $2.58 Unrealized
TPL TEXAS PACIFIC LAND CORP 0.0%
Value ($000) $267 Shares 150 Est. Cost $125.11 Unrealized +48.4%
ACCENTURE PLC 0.0%
Value ($000) $244 Shares 950 Est. Cost $256.84 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $220 Shares 1,338 Est. Cost $186.69 Unrealized -7.8%
F FORD MOTOR CO. 0.0%
Value ($000) $187 Shares 16,675 Est. Cost $10.86 Unrealized 0.0%
MVIS MICROVISION INC WASH 0.0%
Value ($000) $94 Shares 26,000 Est. Cost $2.73 Unrealized +72.8%