Barr E S & Co Portfolio Stock Holdings

According to the SEC 13F filed on August 13, 2026, Barr E S & Co disclosed 90 stock positions valued at approximately $1.78B as of quarter-end June 30, 2026. The largest holdings include BERKSHIRE HATHAWAY B, MARKEL GROUP INC, and AMAZON.COM INC.

Report Period
June 30, 2026
No. of Stocks
90
Portfolio Value
$1.78B
Holdings by Sector
Barr E S & Co Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
BERKSHIRE HATHAWAY BBRK-BFinancial Services13.51%481,709-8,095-1.65%$241,042,367
MARKEL GROUP INCMKLFinancial Services8.44%77,051-171-0.22%$150,481,374
AMAZON.COM INCAMZNConsumer Cyclical5.84%437,392-6,599-1.49%$104,248,010
MOODY'S CORPMCOFinancial Services4.15%163,383+3,519+2.20%$73,999,429
HOME BANCSHARES INCHOMBFinancial Services3.94%2,458,588+12,101+0.49%$70,192,695
SCHWAB CHARLES CORPSCHWFinancial Services3.83%739,955-6,172-0.83%$68,275,673
BROWN & BROWN INCBROFinancial Services2.94%817,719-2,128-0.26%$52,456,649
APPLE INCAAPLTechnology2.67%164,751-525-0.32%$47,672,425
AMERICAN EXPRESS COAXPFinancial Services2.65%139,614-3,941-2.75%$47,224,436
TAKE-TWO INTERACTIVE SOFTWARETTWOCommunication Services1.70%120,988+8,117+7.19%$30,244,581
VANGUARD BD INDEX FDSBSVOther1.66%380,212-27,363-6.71%$29,622,317
JOHNSON AND JOHNSONJNJHealthcare1.64%115,055-4,013-3.37%$29,220,435
METTLER-TOLEDO INTL INCMTDHealthcare1.54%21,471+2,511+13.24%$27,429,418
BERKSHIRE HATHAWAY ABRK-AFinancial Services1.22%29--$21,716,650
CITY HOLDING COCHCOFinancial Services0.95%127,751-1,493-1.16%$16,944,893
FIRST CTZNS BANCSHARES INC NFCNCAFinancial Services0.65%5,546-232-4.02%$11,540,062
PEPSICO INCPEPConsumer Defensive0.59%78,081-2,358-2.93%$10,572,180
ESTEE LAUDER INCELConsumer Defensive0.51%115,304-8,424-6.81%$9,103,281
SHERWIN WILLIAMS COSHWBasic Materials0.48%25,096-70-0.28%$8,641,055
WYNN RESORTS LTDWYNNConsumer Cyclical0.44%80,909-4,375-5.13%$7,855,455
MICROSOFT CORPMSFTTechnology0.30%14,144-680-4.59%$5,276,113
WELLS FARGO & COWFCFinancial Services0.29%63,512-3,500-5.22%$5,248,632
LILLY ELI & COLLYHealthcare0.22%3,236--$3,881,356
TESLA MOTORS INCTSLAConsumer Cyclical0.19%8,220--$3,457,332
PROCTER & GAMBLEPGConsumer Defensive0.18%22,141-685-3.00%$3,246,757
WAL-MART STORES INCWMTConsumer Defensive0.15%23,520-1,650-6.56%$2,663,870
KKR & COKKRFinancial Services0.13%24,425--$2,241,727
VISA INC COM CLASS AVFinancial Services0.10%5,388--$1,848,576
NIKE INC CL BNKEConsumer Cyclical0.10%43,912-387,489-89.82%$1,802,588
WALT DISNEY CODISCommunication Services0.10%18,669-748-3.85%$1,796,892
Showing 30 of 90 holdings in the latest reporting period.