MondegarAI
BARR E S & CO

Q1 2025 · 13F-HR

BARR E S & COholdings as filed

Filed 2025-05-15 · accession 0001040210-25-000003

$1.65B
Reported value
106
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
084670702BRK/BBERKSHIRE HATHAWAY B$281.7M17.1%528,860CommonSOLE
570535104MKLMARKEL GROUP INC$149.0M9.04%79,673CommonSOLE
46625h100JPMORGAN CHASE & CO$99.9M6.07%407,384CommonSOLE
02079k107ALPHABET INC SHS CL C$91.6M5.56%586,485CommonSOLE
38141g104GOLDMAN SACHS INC$88.9M5.40%162,715CommonSOLE
023135106AMZNAMAZON.COM INC$84.5M5.13%444,158CommonSOLE
615369105MCOMOODY'S CORP$76.8M4.66%164,904CommonSOLE
09260d107BLACKSTONE INC$72.6M4.41%519,422CommonSOLE
436893200HOMBHOME BANCSHARES INC$67.2M4.08%2,376,929CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$62.2M3.78%794,700CommonSOLE
025816109AXPAMERICAN EXPRESS CO$41.6M2.53%154,695CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$40.5M2.46%517,950CommonSOLE
03027x100AMERICAN TOWER CORP$38.9M2.36%178,602CommonSOLE
037833100AAPLAPPLE INC$38.3M2.32%172,230CommonSOLE
11271j107BROOKFIELD CORP$33.2M2.01%633,092CommonSOLE
02079k305ALPHABET INC SHS CL A$33.1M2.01%214,264CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY A$27.9M1.70%35CommonSOLE
57636q104MASTERCARD INC$27.4M1.66%49,905CommonSOLE
654106103NKENIKE INC CL B$25.2M1.53%396,437CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWARE$23.4M1.42%113,038CommonSOLE
478160104JNJJOHNSON AND JOHNSON$23.4M1.42%141,087CommonSOLE
67103h107O'REILLY AUTOMOTIVE INC$20.6M1.25%14,401CommonSOLE
00724f101ADOBE SYS$16.8M1.02%43,754CommonSOLE
713448108PEPPEPSICO INC$16.0M0.97%106,390CommonSOLE
177835105CHCOCITY HOLDING CO$15.3M0.93%130,264CommonSOLE
74144t108T ROWE PRICE GROUP INC$14.1M0.86%153,951CommonSOLE
592688105MTDMETTLER-TOLEDO INTL INC$11.6M0.70%9,794CommonSOLE
36467j108GAMING & LEISURE INC$11.5M0.70%226,755CommonSOLE
518439104ELESTEE LAUDER INC$10.0M0.61%152,206CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$8.6M0.52%24,709CommonSOLE
22160k105COSTCO WHOLESALE CO$8.3M0.51%8,816CommonSOLE
983134107WYNNWYNN RESORTS LTD$6.7M0.41%80,217CommonSOLE
949746101WMT2WELLS FARGO & CO$5.5M0.33%76,262CommonSOLE
594918104MSFTMICROSOFT CORP$5.4M0.33%14,517CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$5.3M0.32%2,855CommonSOLE
30231g102EXXON MOBIL CORP$5.1M0.31%42,791CommonSOLE
742718109PGPROCTER & GAMBLE$3.9M0.24%22,819CommonSOLE
67066g104NVIDIA CORP$3.3M0.20%30,122CommonSOLE
171484108CHDNCHURCHILL DOWNS$3.1M0.19%28,200CommonSOLE
48251W104KKRKKR & CO$3.0M0.19%26,375CommonSOLE
855244109SBUXSTARBUCKS CORP$2.7M0.17%27,985CommonSOLE
532457108LLYLILLY ELI & CO$2.7M0.16%3,241CommonSOLE
254687106DISWALT DISNEY CO$2.4M0.14%24,017CommonSOLE
931142103WMTWAL-MART STORES INC$2.3M0.14%26,104CommonSOLE
78462f103SPDR S&P 500 ETF$2.1M0.13%3,763CommonSOLE
88160R101TSLATESLA MOTORS INC$2.0M0.12%7,595CommonSOLE
12572q105CME GROUP$1.6M0.10%6,000CommonSOLE
811707801SBCFSEACOAST BK CORP FLA$1.6M0.10%61,550CommonSOLE
191216100KOCOCA COLA COM$1.6M0.09%21,758CommonSOLE
25264r207DIAMOND HILL INVT CL A$1.3M0.08%8,820CommonSOLE
693475105PNCPNC FINANCIAL SRVCS$1.3M0.08%7,142CommonSOLE
92826C839VVISA INC COM CLASS A$1.1M0.07%3,257CommonSOLE
580135101MCDMC DONALDS CORP$1.0M0.06%3,331CommonSOLE
11135f101BROADCOM LTD F$977,1220.06%5,836CommonSOLE
461202103INTUINTUIT$972,5610.06%1,584CommonSOLE
166764100CVXCHEVRON CORPORATION$936,3230.06%5,597CommonSOLE
172908105CTASCINTAS CORP$781,0140.05%3,800CommonSOLE
437076102HDHOME DEPOT INC$776,9590.05%2,120CommonSOLE
30303m102META PLATFORMS INC$771,7470.05%1,339CommonSOLE
00287y109ABBVIE INC$704,6160.04%3,363CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$673,6300.04%31,000CommonSOLE
92204A306VDEVANGUARD WORLD FD$648,5500.04%5,000CommonSOLE
46090E103QQQINVESCO QQQ TRUST$614,2860.04%1,310CommonSOLE
58933y105MERCK & CO INC$608,6630.04%6,781CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORP$596,2460.04%450CommonSOLE
149123101CATCATERPILLAR INC$593,6400.04%1,800CommonSOLE
464287457SHYISHARES TR$560,4960.03%6,775CommonSOLE
857477103STTSTATE STREET CORP$559,5630.03%6,250CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$486,9220.03%951CommonSOLE
911312106UPSUNITED PARCEL SRVC CL B$435,3410.03%3,958CommonSOLE
370334104GISGENERAL MLS INC$433,4780.03%7,250CommonSOLE
737446104POSTPOST HLDGS INC$432,5110.03%3,717CommonSOLE
75513E101RTXRTX CORPORATION$426,3890.03%3,219CommonSOLE
053015103ADPAUTOMATIC DATA PROCESS$420,7150.03%1,377CommonSOLE
97650w108WINTRUST FINANCIAL$399,2330.02%3,550CommonSOLE
20825C104COPCONOCOPHILLIPS$391,2000.02%3,725CommonSOLE
464287200IVVISHARES CORE S&P 500 ETF$387,7110.02%690CommonSOLE
902973304USBUS BANCORP DEL$380,7400.02%9,018CommonSOLE
872540109TJXTJX COS INC NEW$368,6470.02%3,027CommonSOLE
464287507IJHISHARES CORE S&P MID CAP ETF$355,0600.02%6,085CommonSOLE
002824100ABTABBOTT LABORATORIES$352,2100.02%2,655CommonSOLE
07831C103BRBRBELLRING BRANDS INC$350,7820.02%4,711CommonSOLE
907818108UNPUNION PAC CORP$341,6040.02%1,446CommonSOLE
86765K109SUNSUNOCO LP$333,8450.02%5,750CommonSOLE
31428x106FEDEX CORPORATION$327,3970.02%1,343CommonSOLE
718172109PMPHILIP MORRIS INTL INC$314,2860.02%1,980CommonSOLE
464287309IVWI SHARES S & P 500 BARRA GROWT$303,5550.02%3,270CommonSOLE
031162100AMGNAMGEN INCORPORATED$298,1540.02%957CommonSOLE
427866108HSYHERSHEY FOODS CORP$288,3570.02%1,686CommonSOLE
G1151c101ACCENTURE PLC$278,6520.02%893CommonSOLE
88579Y101MMM3M CO$272,4260.02%1,855CommonSOLE
743315103PGRPROGRESSIVE CORP$254,7090.02%900CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$237,1200.01%8,000CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB$230,5430.01%3,780CommonSOLE
78463V107GLDSPDR GOLD TR$230,5120.01%800CommonSOLE
64110L106NFLXNETFLIX COM INC$223,8080.01%240CommonSOLE
91324p102UNITEDHEALTH GRP INC$222,8450.01%425CommonSOLE
319383204BUSEFIRST BUSEY CORP$216,0000.01%10,000CommonSOLE
291011104EMREMERSON ELEC CO$211,0570.01%1,925CommonSOLE
29272W109ENRENERGIZER HLDGS INC NEW$210,1590.01%7,024CommonSOLE
126408103CSXCSX CORP$206,0100.01%7,000CommonSOLE
084423102WRBBERKLEY W R CORP$200,1020.01%2,812CommonSOLE
345370860FFORD MOTOR CO.$167,2510.01%16,675CommonSOLE
98943L107ZNTLZENTALIS PHARMACEUTICALS INC$63,6000.00%40,000CommonSOLE
594960304MVISMICROVISION INC WASH$36,7660.00%29,650CommonSOLE
549498103CCIVGBPLUCID GROUP INC$24,2490.00%10,020CommonSOLE

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.