BARR E S & CO Diversified Active

CIK: 0001040210 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 15, 2023

Total Value ($000): $1,207,446 (100.0% shares, 0.0% debt)

Holdings (86)

BRK/B BERKSHIRE HATHAWAY B 14.7%
Value ($000) $177,494 Shares 574,841 Est. Cost $116.93 Unrealized +163.5%
MKL MARKEL CORP COM 8.1%
Value ($000) $98,155 Shares 76,839 Est. Cost $632.18 Unrealized +110.1%
GOLDMAN SACHS INC 5.6%
Value ($000) $67,103 Shares 205,139 Est. Cost $177.72 Unrealized
ALPHABET INC SHS CL C 5.4%
Value ($000) $64,821 Shares 623,275 Est. Cost $136.90 Unrealized
MCO MOODY'S CORP 4.7%
Value ($000) $56,190 Shares 183,617 Est. Cost $160.85 Unrealized +83.4%
HOMB HOME BANCSHARES INC 4.6%
Value ($000) $55,793 Shares 2,569,907 Est. Cost $22.11 Unrealized +4.4%
BLACKSTONE INC 4.4%
Value ($000) $52,700 Shares 599,960 Est. Cost $44.94 Unrealized
NKE NIKE INC CL B 3.9%
Value ($000) $47,621 Shares 388,301 Est. Cost $61.64 Unrealized +89.3%
AMZN AMAZON.COM INC 3.9%
Value ($000) $47,177 Shares 456,739 Est. Cost $122.06 Unrealized -20.8%
JPMORGAN CHASE & CO 2.8%
Value ($000) $33,956 Shares 260,582 Est. Cost $77.57 Unrealized
SCHW SCHWAB CHARLES CORP 2.8%
Value ($000) $33,907 Shares 647,328 Est. Cost $49.35 Unrealized +42.3%
EL ESTEE LAUDER INC 2.8%
Value ($000) $33,866 Shares 137,410 Est. Cost $90.02 Unrealized +167.4%
AAPL APPLE INC 2.7%
Value ($000) $32,588 Shares 197,622 Est. Cost $86.05 Unrealized +69.1%
JNJ JOHNSON AND JOHNSON 2.4%
Value ($000) $29,545 Shares 190,614 Est. Cost $66.42 Unrealized +122.7%
AXP AMERICAN EXPRESS CO 2.4%
Value ($000) $29,290 Shares 177,570 Est. Cost $61.68 Unrealized +159.4%
ALPHABET INC SHS CL A 2.2%
Value ($000) $26,892 Shares 259,254 Est. Cost $130.15 Unrealized
AMERICAN TOWER CORP 2.2%
Value ($000) $26,560 Shares 129,980 Est. Cost $199.33 Unrealized
BROOKFIELD CORP 1.8%
Value ($000) $22,160 Shares 679,964 Est. Cost $31.46 Unrealized
PEP PEPSICO INC 1.8%
Value ($000) $22,002 Shares 120,692 Est. Cost $56.00 Unrealized +183.4%
T ROWE PRICE GROUP INC 1.8%
Value ($000) $21,673 Shares 191,967 Est. Cost $104.32 Unrealized
KMX CARMAX INC 1.7%
Value ($000) $20,054 Shares 311,978 Est. Cost $61.18 Unrealized +9.4%
DIS WALT DISNEY CO 1.7%
Value ($000) $20,028 Shares 200,018 Est. Cost $114.33 Unrealized -13.8%
MASTERCARD INC 1.6%
Value ($000) $19,357 Shares 53,265 Est. Cost $241.45 Unrealized
ADOBE SYS 1.5%
Value ($000) $17,574 Shares 45,603 Est. Cost $367.74 Unrealized
CHTR CHARTER COMMUNICATIONS 1.4%
Value ($000) $17,303 Shares 48,385 Est. Cost $562.45 Unrealized -33.6%
BRK/A BERKSHIRE HATHAWAY A 1.3%
Value ($000) $15,365 Shares 33 Est. Cost $174300.67 Unrealized +167.8%
TTWO TAKE-TWO INTERACTIVE SOFTWARE 1.1%
Value ($000) $13,881 Shares 116,354 Est. Cost $161.89 Unrealized -31.1%
O'REILLY AUTOMOTIVE INC 1.1%
Value ($000) $13,749 Shares 16,195 Est. Cost $245.04 Unrealized
DIAMOND HILL INVT CL A 0.7%
Value ($000) $8,657 Shares 52,600 Est. Cost $172.54 Unrealized
GAMING & LEISURE INC 0.6%
Value ($000) $7,576 Shares 145,519 Est. Cost $42.06 Unrealized
SBUX STARBUCKS CORP 0.6%
Value ($000) $7,208 Shares 69,218 Est. Cost $81.89 Unrealized +18.5%
SHW SHERWIN WILLIAMS CO 0.5%
Value ($000) $5,794 Shares 25,777 Est. Cost $238.78 Unrealized -6.6%
DOUGLAS EMMETT INC 0.4%
Value ($000) $5,147 Shares 417,466 Est. Cost $27.02 Unrealized
COSTCO WHOLESALE CO 0.4%
Value ($000) $4,509 Shares 9,074 Est. Cost $295.98 Unrealized
MSFT MICROSOFT CORP 0.3%
Value ($000) $4,032 Shares 13,985 Est. Cost $120.88 Unrealized +106.4%
PG PROCTER & GAMBLE 0.3%
Value ($000) $3,952 Shares 26,578 Est. Cost $58.14 Unrealized +129.1%
WFC WELLS FARGO & CO 0.3%
Value ($000) $3,826 Shares 102,351 Est. Cost $29.33 Unrealized +38.0%
CHDN CHURCHILL DOWNS 0.3%
Value ($000) $3,624 Shares 14,100 Est. Cost $37.59 Unrealized +217.8%
EXXON MOBIL CORP 0.3%
Value ($000) $3,053 Shares 27,840 Est. Cost $87.40 Unrealized
WYNN WYNN RESORTS LTD 0.2%
Value ($000) $2,320 Shares 20,731 Est. Cost $108.05 Unrealized -5.9%
SBCF SEACOAST BK CORP FLA 0.2%
Value ($000) $2,269 Shares 95,750 Est. Cost $21.13 Unrealized +40.8%
KO COCA COLA COM 0.2%
Value ($000) $2,220 Shares 35,786 Est. Cost $31.76 Unrealized +74.5%
MCD MC DONALDS CORP 0.2%
Value ($000) $1,931 Shares 6,905 Est. Cost $92.17 Unrealized +171.8%
KKR KKR & CO 0.1%
Value ($000) $1,595 Shares 30,375 Est. Cost $22.40 Unrealized +134.4%
SPDR S&P 500 ETF 0.1%
Value ($000) $1,569 Shares 3,833 Est. Cost $320.67 Unrealized
TSLA TESLA MOTORS INC 0.1%
Value ($000) $1,555 Shares 7,495 Est. Cost $224.83 Unrealized -22.4%
CME GROUP 0.1%
Value ($000) $1,149 Shares 6,000 Est. Cost $237.91 Unrealized
CVX CHEVRON CORPORATION 0.1%
Value ($000) $1,118 Shares 6,854 Est. Cost $75.90 Unrealized +95.6%
LLY LILLY ELI & CO 0.1%
Value ($000) $1,069 Shares 3,112 Est. Cost $138.78 Unrealized +137.7%
WMT WAL-MART STORES INC 0.1%
Value ($000) $939 Shares 6,370 Est. Cost $38.50 Unrealized +19.0%
PNC PNC FINANCIAL SRVCS 0.1%
Value ($000) $861 Shares 6,775 Est. Cost $53.05 Unrealized +153.7%
INTU INTUIT 0.1%
Value ($000) $851 Shares 1,909 Est. Cost $71.66 Unrealized +462.7%
ABBVIE INC 0.1%
Value ($000) $809 Shares 5,079 Est. Cost $62.58 Unrealized
UPS UNITED PARCEL SRVC CL B 0.1%
Value ($000) $791 Shares 4,077 Est. Cost $55.65 Unrealized +184.2%
NVIDIA CORP 0.1%
Value ($000) $766 Shares 2,759 Est. Cost $275.70 Unrealized
V VISA INC COM CLASS A 0.1%
Value ($000) $688 Shares 3,052 Est. Cost $143.92 Unrealized +51.4%
HD HOME DEPOT INC 0.0%
Value ($000) $597 Shares 2,024 Est. Cost $202.45 Unrealized +40.6%
HUM HUMANA INC 0.0%
Value ($000) $585 Shares 1,205 Est. Cost $110.34 Unrealized +333.6%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $517 Shares 5,313 Est. Cost $60.27 Unrealized +44.3%
MERCK & CO INC 0.0%
Value ($000) $496 Shares 4,662 Est. Cost $56.29 Unrealized
MDLZ MONDELEZ INTL CLASS A 0.0%
Value ($000) $492 Shares 7,060 Est. Cost $32.30 Unrealized +89.2%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $485 Shares 4,789 Est. Cost $51.90 Unrealized +92.7%
SUN SUNOCO LP 0.0%
Value ($000) $462 Shares 10,525 Est. Cost $40.87 Unrealized
HSY HERSHEY FOODS CORP 0.0%
Value ($000) $454 Shares 1,786 Est. Cost $135.95 Unrealized +59.7%
WINTRUST FINANCIAL 0.0%
Value ($000) $427 Shares 5,850 Est. Cost $48.66 Unrealized
LYV LIVE NATION ENTMT 0.0%
Value ($000) $418 Shares 5,973 Est. Cost $46.15 Unrealized +58.9%
RTX RAYTHEON TECH CORP 0.0%
Value ($000) $383 Shares 3,909 Est. Cost $72.93 Unrealized +26.5%
CTAS CINTAS CORP 0.0%
Value ($000) $382 Shares 825 Est. Cost $54.66 Unrealized +96.6%
PFE PFIZER INCORPORATED 0.0%
Value ($000) $368 Shares 9,008 Est. Cost $21.97 Unrealized +66.4%
VNO VORNADO REALTY TRUST 0.0%
Value ($000) $365 Shares 23,743 Est. Cost $70.87 Unrealized
CHCO CITY HOLDING CO 0.0%
Value ($000) $365 Shares 4,015 Est. Cost $86.91 Unrealized 0.0%
CABLE ONE 0.0%
Value ($000) $355 Shares 505 Est. Cost $853.28 Unrealized
ADP AUTOMATIC DATA PROCESS 0.0%
Value ($000) $354 Shares 1,591 Est. Cost $159.19 Unrealized +32.8%
STARWOOD PPTY TR 0.0%
Value ($000) $354 Shares 20,000 Est. Cost $24.15 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $310 Shares 8,589 Est. Cost $25.89 Unrealized +49.2%
CAT CATERPILLAR INC 0.0%
Value ($000) $300 Shares 1,313 Est. Cost $186.69 Unrealized +23.5%
RWWI RAND WORLDWIDE INC 0.0%
Value ($000) $299 Shares 12,500 Est. Cost $12.41 Unrealized +82.6%
ACCENTURE PLC 0.0%
Value ($000) $272 Shares 950 Est. Cost $256.84 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $262 Shares 1,300 Est. Cost $155.62 Unrealized +21.7%
TPL TEXAS PACIFIC LAND CORP 0.0%
Value ($000) $255 Shares 150 Est. Cost $125.11 Unrealized +60.9%
META PLATFORMS INC 0.0%
Value ($000) $240 Shares 1,133 Est. Cost $172.53 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $236 Shares 3,009 Est. Cost $75.64 Unrealized 0.0%
FEDEX CORPORATION 0.0%
Value ($000) $228 Shares 1,000 Est. Cost $228.49 Unrealized
F FORD MOTOR CO. 0.0%
Value ($000) $210 Shares 16,675 Est. Cost $10.86 Unrealized -6.1%
GIS GENERAL MILLS 0.0%
Value ($000) $202 Shares 2,358 Est. Cost $71.95 Unrealized 0.0%
MVIS MICROVISION INC WASH 0.0%
Value ($000) $91 Shares 34,000 Est. Cost $2.68 Unrealized -5.8%