MondegarAI
BARR E S & CO

Q4 2024 · 13F-HR

BARR E S & COholdings as filed

Filed 2025-02-13 · accession 0001040210-25-000002

$1.69B
Reported value
107
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
084670702BRK/BBERKSHIRE HATHAWAY B$245.4M14.5%541,444CommonSOLE
570535104MKLMARKEL GROUP INC$139.6M8.26%80,853CommonSOLE
02079k107ALPHABET INC SHS CL C$113.1M6.69%593,969CommonSOLE
46625h100JPMORGAN CHASE & CO$103.1M6.10%430,130CommonSOLE
023135106AMZNAMAZON.COM INC$98.2M5.81%447,545CommonSOLE
38141g104GOLDMAN SACHS INC$95.5M5.65%166,837CommonSOLE
09260d107BLACKSTONE INC$90.7M5.37%526,199CommonSOLE
615369105MCOMOODY'S CORP$78.8M4.66%166,410CommonSOLE
436893200HOMBHOME BANCSHARES INC$67.9M4.02%2,400,098CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$59.1M3.49%798,079CommonSOLE
025816109AXPAMERICAN EXPRESS CO$46.6M2.76%157,004CommonSOLE
037833100AAPLAPPLE INC$43.8M2.59%174,965CommonSOLE
02079k305ALPHABET INC SHS CL A$41.2M2.44%217,464CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$37.5M2.22%485,900CommonSOLE
11271j107BROOKFIELD CORP$36.8M2.18%640,888CommonSOLE
03027x100AMERICAN TOWER CORP$31.5M1.86%171,850CommonSOLE
654106103NKENIKE INC CL B$29.5M1.74%389,732CommonSOLE
57636q104MASTERCARD INC$26.5M1.57%50,354CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY A$23.8M1.41%35CommonSOLE
478160104JNJJOHNSON AND JOHNSON$21.8M1.29%150,509CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWARE$20.8M1.23%112,744CommonSOLE
00724f101ADOBE SYS$18.9M1.12%42,560CommonSOLE
74144t108T ROWE PRICE GROUP INC$18.1M1.07%160,176CommonSOLE
67103h107O'REILLY AUTOMOTIVE INC$17.2M1.02%14,536CommonSOLE
713448108PEPPEPSICO INC$16.7M0.99%109,577CommonSOLE
143130102KMXCARMAX INC$15.9M0.94%194,280CommonSOLE
177835105CHCOCITY HOLDING CO$15.5M0.92%130,700CommonSOLE
592688105MTDMETTLER-TOLEDO INTL INC$11.4M0.67%9,280CommonSOLE
36467j108GAMING & LEISURE INC$11.2M0.66%232,563CommonSOLE
518439104ELESTEE LAUDER INC$11.2M0.66%149,321CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$8.5M0.50%25,014CommonSOLE
22160k105COSTCO WHOLESALE CO$8.1M0.48%8,818CommonSOLE
594918104MSFTMICROSOFT CORP$6.2M0.36%14,623CommonSOLE
983134107WYNNWYNN RESORTS LTD$5.8M0.34%67,317CommonSOLE
949746101WMT2WELLS FARGO & CO$5.5M0.32%77,694CommonSOLE
30231g102EXXON MOBIL CORP$4.7M0.28%43,616CommonSOLE
67066g104NVIDIA CORP$4.3M0.25%32,007CommonSOLE
48251W104KKRKKR & CO$3.9M0.23%26,375CommonSOLE
742718109PGPROCTER & GAMBLE$3.8M0.23%22,819CommonSOLE
171484108CHDNCHURCHILL DOWNS$3.8M0.22%28,200CommonSOLE
88160R101TSLATESLA MOTORS INC$3.0M0.18%7,485CommonSOLE
254687106DISWALT DISNEY CO$2.8M0.17%25,267CommonSOLE
855244109SBUXSTARBUCKS CORP$2.7M0.16%29,320CommonSOLE
532457108LLYLILLY ELI & CO$2.5M0.15%3,246CommonSOLE
931142103WMTWAL-MART STORES INC$2.4M0.14%26,104CommonSOLE
78462f103SPDR S&P 500 ETF$2.2M0.13%3,803CommonSOLE
811707801SBCFSEACOAST BK CORP FLA$1.7M0.10%63,500CommonSOLE
25264r207DIAMOND HILL INVT CL A$1.5M0.09%9,460CommonSOLE
12572q105CME GROUP$1.4M0.08%6,000CommonSOLE
693475105PNCPNC FINANCIAL SRVCS$1.4M0.08%7,157CommonSOLE
191216100KOCOCA COLA COM$1.4M0.08%22,108CommonSOLE
11135f101BROADCOM LTD F$1.4M0.08%5,836CommonSOLE
461202103INTUINTUIT$1.1M0.07%1,809CommonSOLE
92826C839VVISA INC COM CLASS A$1.0M0.06%3,257CommonSOLE
580135101MCDMC DONALDS CORP$1.0M0.06%3,481CommonSOLE
166764100CVXCHEVRON CORPORATION$912,0580.05%6,297CommonSOLE
437076102HDHOME DEPOT INC$827,3820.05%2,127CommonSOLE
58933y105MERCK & CO INC$814,0450.05%8,183CommonSOLE
30303m102META PLATFORMS INC$786,9260.05%1,344CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$729,1200.04%31,000CommonSOLE
172908105CTASCINTAS CORP$694,2600.04%3,800CommonSOLE
149123101CATCATERPILLAR INC$671,1060.04%1,850CommonSOLE
46090E103QQQINVESCO QQQ TRUST$669,7120.04%1,310CommonSOLE
00287y109ABBVIE INC$628,8810.04%3,539CommonSOLE
857477103STTSTATE STREET CORP$613,4380.04%6,250CommonSOLE
92204A306VDEVANGUARD WORLD FD$606,5500.04%5,000CommonSOLE
97650w108WINTRUST FINANCIAL$598,6080.04%4,800CommonSOLE
464287200IVVISHARES CORE S&P 500 ETF$583,9710.03%992CommonSOLE
464287457SHYISHARES TR$555,4150.03%6,775CommonSOLE
370334104GISGENERAL MLS INC$500,9780.03%7,856CommonSOLE
911312106UPSUNITED PARCEL SRVC CL B$499,1040.03%3,958CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORP$497,6820.03%450CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$487,1240.03%1,038CommonSOLE
902973304USBUS BANCORP DEL$438,5060.03%9,168CommonSOLE
737446104POSTPOST HLDGS INC$425,4480.03%3,717CommonSOLE
053015103ADPAUTOMATIC DATA PROCESS$403,0900.02%1,377CommonSOLE
464287507IJHISHARES CORE S&P MID CAP ETF$379,1570.02%6,085CommonSOLE
31428x106FEDEX CORPORATION$377,8270.02%1,343CommonSOLE
75513E101RTXRTX CORPORATION$372,5030.02%3,219CommonSOLE
20825C104COPCONOCOPHILLIPS$369,4090.02%3,725CommonSOLE
872540109TJXTJX COS INC NEW$365,6500.02%3,027CommonSOLE
07831C103BRBRBELLRING BRANDS INC$354,9270.02%4,711CommonSOLE
86765K109SUNSUNOCO LP$334,3600.02%6,500CommonSOLE
464287309IVWI SHARES S & P 500 BARRA GROWT$332,0040.02%3,270CommonSOLE
907818108UNPUNION PAC CORP$329,7460.02%1,446CommonSOLE
G1151c101ACCENTURE PLC$314,1490.02%893CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$311,8500.02%9,000CommonSOLE
002824100ABTABBOTT LABORATORIES$300,3280.02%2,655CommonSOLE
427866108HSYHERSHEY FOODS CORP$285,5250.02%1,686CommonSOLE
98423F109XMTRXOMETRY INC CL A$264,4070.02%6,198CommonSOLE
88579Y101MMM3M CO$258,8260.02%2,005CommonSOLE
031162100AMGNAMGEN INCORPORATED$249,4330.01%957CommonSOLE
46432F842IEFAISHARES TR$247,7370.01%3,525CommonSOLE
444859102HUMHUMANA INC$247,3680.01%975CommonSOLE
29272W109ENRENERGIZER HLDGS INC NEW$245,0680.01%7,024CommonSOLE
291011104EMREMERSON ELEC CO$238,5660.01%1,925CommonSOLE
718172109PMPHILIP MORRIS INTL INC$238,2930.01%1,980CommonSOLE
126408103CSXCSX CORP$225,8900.01%7,000CommonSOLE
743315103PGRPROGRESSIVE CORP$215,6490.01%900CommonSOLE
91324p102UNITEDHEALTH GRP INC$215,2330.01%425CommonSOLE
64110L106NFLXNETFLIX COM INC$213,9170.01%240CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB$213,7970.01%3,780CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$211,3020.01%100CommonSOLE
368736104GNRCGENERAC HLDGS INC$209,3180.01%1,350CommonSOLE
534187109LNCLINCOLN NATL CORP IND$202,9440.01%6,400CommonSOLE
345370860FFORD MOTOR CO.$165,0830.01%16,675CommonSOLE
594960304MVISMICROVISION INC WASH$38,8420.00%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.