BARR E S & CO Diversified Active

Location: Lexington, KY

CIK: 0001040210 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 14, 2023

Total Value: $1.205B (100.0% shares, 0.0% debt)

Holdings (88)

BRK/B BERKSHIRE HATHAWAY B 14.8%
Value $179M Shares 578,674 Est. Cost $116.93 Unrealized +154.0%
MKL MARKEL CORP COM 8.4%
Value $101M Shares 77,026 Est. Cost $632.18 Unrealized +95.7%
GOLDMAN SACHS INC 5.9%
Value $71.16M Shares 207,221 Est. Cost $177.72 Unrealized
HOMB HOME BANCSHARES INC 4.8%
Value $58.13M Shares 2,550,875 Est. Cost $22.11 Unrealized +9.7%
ALPHABET INC SHS CL C 4.6%
Value $55.12M Shares 621,215 Est. Cost $136.90 Unrealized
SCHW SCHWAB CHARLES CORP 4.5%
Value $54.1M Shares 649,742 Est. Cost $49.35 Unrealized +50.4%
MCO MOODY'S CORP 4.3%
Value $51.58M Shares 185,143 Est. Cost $160.85 Unrealized +65.6%
NKE NIKE INC CL B 3.8%
Value $45.69M Shares 390,456 Est. Cost $61.64 Unrealized +54.6%
BLACKSTONE INC 3.7%
Value $44.82M Shares 604,145 Est. Cost $44.94 Unrealized
AMZN AMAZON.COM INC 3.1%
Value $37.48M Shares 446,194 Est. Cost $122.67 Unrealized -19.5%
JPMORGAN CHASE & CO 2.9%
Value $35.17M Shares 262,238 Est. Cost $77.57 Unrealized
JNJ JOHNSON AND JOHNSON 2.9%
Value $34.74M Shares 196,660 Est. Cost $66.42 Unrealized +136.5%
EL ESTEE LAUDER INC 2.8%
Value $34.3M Shares 138,251 Est. Cost $90.02 Unrealized +134.4%
AXP AMERICAN EXPRESS CO 2.2%
Value $26.56M Shares 179,788 Est. Cost $61.68 Unrealized +130.8%
AAPL APPLE INC 2.2%
Value $26.1M Shares 200,885 Est. Cost $86.05 Unrealized +63.5%
AMERICAN TOWER CORP 2.1%
Value $24.72M Shares 116,664 Est. Cost $198.76 Unrealized
ALPHABET INC SHS CL A 1.9%
Value $23.31M Shares 264,217 Est. Cost $130.15 Unrealized
PEP PEPSICO INC 1.9%
Value $22.33M Shares 123,593 Est. Cost $56.00 Unrealized +187.3%
BROOKFIELD CORP 1.8%
Value $21.31M Shares 677,503 Est. Cost $31.46 Unrealized
T ROWE PRICE GROUP INC 1.8%
Value $21.26M Shares 194,952 Est. Cost $104.32 Unrealized
DIS WALT DISNEY CO 1.6%
Value $19.4M Shares 223,325 Est. Cost $114.33 Unrealized -18.3%
KMX CARMAX INC 1.6%
Value $19.22M Shares 315,648 Est. Cost $61.18 Unrealized +4.9%
MASTERCARD INC 1.5%
Value $18.62M Shares 53,540 Est. Cost $241.45 Unrealized
CHTR CHARTER COMMUNICATIONS 1.4%
Value $16.8M Shares 49,540 Est. Cost $562.45 Unrealized -37.5%
BRK/A BERKSHIRE HATHAWAY A 1.3%
Value $15.47M Shares 33 Est. Cost $174300.67 Unrealized +157.5%
O'REILLY AUTOMOTIVE INC 1.2%
Value $14.08M Shares 16,680 Est. Cost $245.04 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWARE 1.0%
Value $12.47M Shares 119,779 Est. Cost $161.89 Unrealized -33.1%
ADOBE SYS 0.9%
Value $11.16M Shares 33,164 Est. Cost $361.12 Unrealized
DIAMOND HILL INVT CL A 0.8%
Value $9.978M Shares 53,929 Est. Cost $172.54 Unrealized
DOUGLAS EMMETT INC 0.8%
Value $9.27M Shares 591,207 Est. Cost $27.02 Unrealized
GAMING & LEISURE INC 0.6%
Value $7.592M Shares 145,747 Est. Cost $42.06 Unrealized
SBUX STARBUCKS CORP 0.6%
Value $7.318M Shares 73,768 Est. Cost $81.89 Unrealized +6.9%
PACWEST BANCORP 0.5%
Value $6.168M Shares 268,748 Est. Cost $29.61 Unrealized
SHW SHERWIN WILLIAMS CO 0.5%
Value $6.094M Shares 25,677 Est. Cost $238.78 Unrealized -5.9%
BAM BROOKFIELD ASSET MGMT NEW 0.4%
Value $4.565M Shares 159,227 Est. Cost $27.10 Unrealized 0.0%
BKNG BOOKING HOLDING INC 0.4%
Value $4.295M Shares 2,131 Est. Cost $1762.76 Unrealized +5.9%
WFC WELLS FARGO & CO 0.4%
Value $4.282M Shares 103,701 Est. Cost $29.33 Unrealized +39.2%
COSTCO WHOLESALE CO 0.3%
Value $4.184M Shares 9,165 Est. Cost $295.98 Unrealized
PG PROCTER & GAMBLE 0.3%
Value $4.088M Shares 26,976 Est. Cost $58.14 Unrealized +123.2%
MSFT MICROSOFT CORP 0.3%
Value $3.319M Shares 13,839 Est. Cost $119.52 Unrealized +95.8%
EXXON MOBIL CORP 0.3%
Value $3.192M Shares 28,940 Est. Cost $87.40 Unrealized
CHDN CHURCHILL DOWNS 0.2%
Value $2.981M Shares 14,100 Est. Cost $37.59 Unrealized +176.9%
KO COCA COLA COM 0.2%
Value $2.278M Shares 35,811 Est. Cost $31.76 Unrealized +72.9%
SBCF SEACOAST BK CORP FLA 0.2%
Value $2.102M Shares 67,400 Est. Cost $17.50 Unrealized +81.7%
WYNN WYNN RESORTS LTD 0.2%
Value $1.873M Shares 22,706 Est. Cost $108.05 Unrealized -34.2%
MCD MC DONALDS CORP 0.2%
Value $1.824M Shares 6,921 Est. Cost $92.17 Unrealized +166.1%
SPDR S&P 500 ETF 0.1%
Value $1.52M Shares 3,975 Est. Cost $320.67 Unrealized
KKR KKR & CO 0.1%
Value $1.41M Shares 30,375 Est. Cost $22.40 Unrealized +112.3%
CVX CHEVRON CORPORATION 0.1%
Value $1.302M Shares 7,254 Est. Cost $75.90 Unrealized +101.9%
LLY LILLY ELI & CO 0.1%
Value $1.138M Shares 3,112 Est. Cost $138.78 Unrealized +149.2%
PNC PNC FINANCIAL SRVCS 0.1%
Value $1.112M Shares 7,042 Est. Cost $53.05 Unrealized +162.5%
CME GROUP 0.1%
Value $1.009M Shares 6,000 Est. Cost $237.91 Unrealized
TSLA TESLA MOTORS INC 0.1%
Value $923K Shares 7,495 Est. Cost $224.83 Unrealized -15.8%
WMT WAL-MART STORES INC 0.1%
Value $903K Shares 6,370 Est. Cost $38.50 Unrealized +18.6%
ABBVIE INC 0.1%
Value $821K Shares 5,079 Est. Cost $62.58 Unrealized
INTU INTUIT 0.1%
Value $743K Shares 1,909 Est. Cost $71.66 Unrealized +442.7%
UPS UNITED PARCEL SRVC CL B 0.1%
Value $709K Shares 4,077 Est. Cost $55.65 Unrealized +166.0%
VNO VORNADO REALTY TRUST 0.1%
Value $702K Shares 33,726 Est. Cost $70.87 Unrealized
HUM HUMANA INC 0.1%
Value $668K Shares 1,305 Est. Cost $110.34 Unrealized +360.3%
HD HOME DEPOT INC 0.1%
Value $657K Shares 2,080 Est. Cost $202.45 Unrealized +38.9%
V VISA INC COM CLASS A 0.1%
Value $606K Shares 2,915 Est. Cost $140.44 Unrealized +40.3%
MERCK & CO INC 0.0%
Value $545K Shares 4,912 Est. Cost $56.29 Unrealized
PFE PFIZER INCORPORATED 0.0%
Value $538K Shares 10,508 Est. Cost $21.97 Unrealized +82.9%
PM PHILIP MORRIS INTL INC 0.0%
Value $538K Shares 5,313 Est. Cost $60.27 Unrealized +34.9%
ABT ABBOTT LABORATORIES 0.0%
Value $526K Shares 4,789 Est. Cost $51.90 Unrealized +88.1%
WINTRUST FINANCIAL 0.0%
Value $524K Shares 6,200 Est. Cost $48.66 Unrealized
MDLZ MONDELEZ INTL CLASS A 0.0%
Value $471K Shares 7,060 Est. Cost $32.30 Unrealized +79.6%
SUN SUNOCO LP 0.0%
Value $454K Shares 10,525 Est. Cost $40.87 Unrealized
LYV LIVE NATION ENTMT 0.0%
Value $446K Shares 6,398 Est. Cost $46.15 Unrealized +60.6%
CABLE ONE 0.0%
Value $431K Shares 605 Est. Cost $853.28 Unrealized
HSY HERSHEY FOODS CORP 0.0%
Value $414K Shares 1,786 Est. Cost $135.95 Unrealized +56.0%
RTX RAYTHEON TECH CORP 0.0%
Value $393K Shares 3,894 Est. Cost $72.93 Unrealized +20.2%
NVIDIA CORP 0.0%
Value $389K Shares 2,659 Est. Cost $275.63 Unrealized
USB US BANCORP DEL 0.0%
Value $379K Shares 8,689 Est. Cost $25.89 Unrealized +41.8%
CTAS CINTAS CORP 0.0%
Value $373K Shares 825 Est. Cost $54.66 Unrealized +92.5%
STARWOOD PPTY TR 0.0%
Value $367K Shares 20,000 Est. Cost $24.15 Unrealized
TPL TEXAS PACIFIC LAND CORP 0.0%
Value $352K Shares 150 Est. Cost $125.11 Unrealized +104.5%
ADP AUTOMATIC DATA PROCESS 0.0%
Value $325K Shares 1,360 Est. Cost $150.31 Unrealized +52.3%
CAT CATERPILLAR INC 0.0%
Value $321K Shares 1,338 Est. Cost $186.69 Unrealized +10.7%
UNP UNION PAC CORP 0.0%
Value $299K Shares 1,446 Est. Cost $155.62 Unrealized +22.2%
RWWI RAND WORLDWIDE INC 0.0%
Value $254K Shares 12,718 Est. Cost $12.41 Unrealized +56.1%
ACCENTURE PLC 0.0%
Value $253K Shares 950 Est. Cost $256.84 Unrealized
XMTR XOMETRY INC CL A 0.0%
Value $241K Shares 7,483 Est. Cost $51.43 Unrealized -9.2%
NOC NORTHROP GRUMMAN CP 0.0%
Value $219K Shares 401 Est. Cost $495.16 Unrealized 0.0%
COP CONOCOPHILLIPS 0.0%
Value $204K Shares 1,725 Est. Cost $109.40 Unrealized 0.0%
META PLATFORMS INC 0.0%
Value $203K Shares 1,688 Est. Cost $172.53 Unrealized
F FORD MOTOR CO. 0.0%
Value $194K Shares 16,675 Est. Cost $10.86 Unrealized -7.3%
MVIS MICROVISION INC WASH 0.0%
Value $61,100 Shares 26,000 Est. Cost $2.73 Unrealized +13.6%