MondegarAI
BARR E S & CO

Q2 2024 · 13F-HR

BARR E S & COholdings as filed

Filed 2024-08-14 · accession 0001040210-24-000005

$1.52B
Reported value
92
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
084670702BRK/BBERKSHIRE HATHAWAY B$222.5M14.6%547,013CommonSOLE
570535104MKLMARKEL GROUP INC$124.0M8.13%78,681CommonSOLE
02079k107ALPHABET INC SHS CL C$109.6M7.19%597,585CommonSOLE
38141g104GOLDMAN SACHS INC$86.2M5.65%190,466CommonSOLE
023135106AMZNAMAZON.COM INC$85.9M5.64%444,694CommonSOLE
46625h100JPMORGAN CHASE & CO$73.8M4.84%364,694CommonSOLE
615369105MCOMOODY'S CORP$71.9M4.72%170,735CommonSOLE
09260d107BLACKSTONE INC$66.1M4.34%534,172CommonSOLE
436893200HOMBHOME BANCSHARES INC$61.3M4.02%2,558,902CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$58.5M3.84%794,479CommonSOLE
02079k305ALPHABET INC SHS CL A$40.3M2.64%221,236CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$38.1M2.50%496,630CommonSOLE
037833100AAPLAPPLE INC$37.3M2.45%177,217CommonSOLE
025816109AXPAMERICAN EXPRESS CO$36.9M2.42%159,321CommonSOLE
03027x100AMERICAN TOWER CORP$32.1M2.11%165,192CommonSOLE
654106103NKENIKE INC CL B$29.7M1.95%393,746CommonSOLE
11271j107BROOKFIELD CORP$27.0M1.77%651,098CommonSOLE
00724f101ADOBE SYS$24.0M1.58%43,240CommonSOLE
478160104JNJJOHNSON AND JOHNSON$23.8M1.56%163,045CommonSOLE
57636q104MASTERCARD INC$22.4M1.47%50,749CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY A$21.4M1.41%35CommonSOLE
74144t108T ROWE PRICE GROUP INC$19.4M1.27%168,266CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWARE$17.4M1.14%111,854CommonSOLE
713448108PEPPEPSICO INC$17.1M1.12%103,560CommonSOLE
143130102KMXCARMAX INC$17.0M1.12%232,227CommonSOLE
518439104ELESTEE LAUDER INC$16.8M1.10%157,732CommonSOLE
67103h107O'REILLY AUTOMOTIVE INC$15.5M1.02%14,660CommonSOLE
177835105CHCOCITY HOLDING CO$14.8M0.97%138,880CommonSOLE
592688105MTDMETTLER-TOLEDO INTL INC$12.4M0.81%8,866CommonSOLE
36467j108GAMING & LEISURE INC$10.8M0.71%239,878CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$7.5M0.49%25,177CommonSOLE
22160k105COSTCO WHOLESALE CO$7.5M0.49%8,787CommonSOLE
594918104MSFTMICROSOFT CORP$6.5M0.43%14,530CommonSOLE
949746101WMT2WELLS FARGO & CO$4.9M0.32%81,994CommonSOLE
25264r207DIAMOND HILL INVT CL A$4.7M0.31%33,718CommonSOLE
67066g104NVIDIA CORP$4.1M0.27%33,025CommonSOLE
171484108CHDNCHURCHILL DOWNS$3.9M0.26%28,200CommonSOLE
742718109PGPROCTER & GAMBLE$3.7M0.24%22,565CommonSOLE
30231g102EXXON MOBIL CORP$3.3M0.22%28,916CommonSOLE
532457108LLYLILLY ELI & CO$3.0M0.19%3,261CommonSOLE
48251W104KKRKKR & CO$2.9M0.19%27,125CommonSOLE
983134107WYNNWYNN RESORTS LTD$2.9M0.19%31,850CommonSOLE
855244109SBUXSTARBUCKS CORP$2.8M0.19%36,501CommonSOLE
254687106DISWALT DISNEY CO$2.7M0.18%27,539CommonSOLE
78462f103SPDR S&P 500 ETF$2.1M0.14%3,928CommonSOLE
811707801SBCFSEACOAST BK CORP FLA$1.7M0.11%70,250CommonSOLE
931142103WMTWAL-MART STORES INC$1.5M0.10%22,460CommonSOLE
88160R101TSLATESLA MOTORS INC$1.5M0.10%7,485CommonSOLE
191216100KOCOCA COLA COM$1.3M0.09%21,032CommonSOLE
12572q105CME GROUP$1.2M0.08%6,100CommonSOLE
461202103INTUINTUIT$1.2M0.08%1,809CommonSOLE
166764100CVXCHEVRON CORPORATION$1.1M0.07%7,297CommonSOLE
693475105PNCPNC FINANCIAL SRVCS$1.1M0.07%7,142CommonSOLE
11135f101BROADCOM LTD F$899,0970.06%560CommonSOLE
92826C839VVISA INC COM CLASS A$869,8260.06%3,314CommonSOLE
580135101MCDMC DONALDS CORP$833,0720.05%3,269CommonSOLE
58933y105MERCK & CO INC$771,7700.05%6,234CommonSOLE
437076102HDHOME DEPOT INC$748,0340.05%2,173CommonSOLE
30303m102META PLATFORMS INC$675,1510.04%1,339CommonSOLE
172908105CTASCINTAS CORP$665,2470.04%950CommonSOLE
46090E103QQQINVESCO QQQ TRUST$634,8210.04%1,325CommonSOLE
149123101CATCATERPILLAR INC$620,5660.04%1,863CommonSOLE
464287457SHYISHARES TR$553,1790.04%6,775CommonSOLE
911312106UPSUNITED PARCEL SRVC CL B$545,8950.04%3,989CommonSOLE
857477103STTSTATE STREET CORP$473,6000.03%6,400CommonSOLE
97650w108WINTRUST FINANCIAL$473,0880.03%4,800CommonSOLE
00287y109ABBVIE INC$462,9330.03%2,699CommonSOLE
86765K109SUNSUNOCO LP$439,5990.03%7,775CommonSOLE
464287200IVVISHARES CORE S&P 500 ETF$427,3870.03%781CommonSOLE
20825C104COPCONOCOPHILLIPS$426,0660.03%3,725CommonSOLE
444859102HUMHUMANA INC$407,2790.03%1,090CommonSOLE
75513E101RTXRTX CORPORATION$375,8610.02%3,744CommonSOLE
464287507IJHISHARES CORE S&P MID CAP ETF$356,0950.02%6,085CommonSOLE
427866108HSYHERSHEY FOODS CORP$355,8960.02%1,936CommonSOLE
902973304USBUS BANCORP DEL$344,1200.02%8,668CommonSOLE
31428x106FEDEX CORPORATION$334,6220.02%1,116CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORP$330,4220.02%450CommonSOLE
907818108UNPUNION PAC CORP$327,1720.02%1,446CommonSOLE
872540109TJXTJX COS INC NEW$321,5640.02%2,921CommonSOLE
053015103ADPAUTOMATIC DATA PROCESS$314,1170.02%1,316CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$311,0800.02%7,000CommonSOLE
464287309IVWI SHARES S & P 500 BARRA GROWT$302,6060.02%3,270CommonSOLE
031162100AMGNAMGEN INCORPORATED$299,0150.02%957CommonSOLE
002824100ABTABBOTT LABORATORIES$284,5250.02%2,738CommonSOLE
G1151c101ACCENTURE PLC$270,9460.02%893CommonSOLE
717081103PFEPFIZER INCORPORATED$245,3290.02%8,768CommonSOLE
126408103CSXCSX CORP$234,1500.02%7,000CommonSOLE
56585a102MARATHON PETE CORP$228,8210.02%1,319CommonSOLE
718172109PMPHILIP MORRIS INTL INC$225,9660.01%2,230CommonSOLE
91324p102UNITEDHEALTH GRP INC$219,7360.01%431CommonSOLE
345370860FFORD MOTOR CO.$209,1050.01%16,675CommonSOLE
594960304MVISMICROVISION INC WASH$31,4290.00%29,650CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.