StockDriftsStockDriftsTop 50 Barr E S & CO Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY B | 13.51% | 481.7K | $241.0M | -1.65%(-8.10K) | $96.37(+420.19%) | 2026-06-30 | |
| MKL | MARKEL GROUP INC | 8.44% | 77.1K | $150.5M | -0.22%(-171) | $655.91(+179.71%) | 2026-06-30 | |
| AMZN | AMAZON.COM INC | 5.84% | 437.4K | $104.2M | -1.49%(-6.60K) | $85.79(+206.04%) | 2026-06-30 | |
| MCO | MOODY'S CORP | 4.15% | 163.4K | $74.0M | +2.20%(+3.52K) | $190.02(+155.21%) | 2026-06-30 | |
| HOMB | HOME BANCSHARES INC | 3.94% | 2.46M | $70.2M | +0.49%(+12.10K) | $22.58(+39.03%) | 2026-06-30 | |
| SCHW | SCHWAB CHARLES CORP | 3.83% | 740.0K | $68.3M | -0.83%(-6.17K) | $55.58(+100.09%) | 2026-06-30 | |
| BRO | BROWN & BROWN INC | 2.94% | 817.7K | $52.5M | -0.26%(-2.13K) | $84.60(-16.62%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.67% | 164.8K | $47.7M | -0.32%(-525) | $50.08(+509.80%) | 2026-06-30 | |
| AXP | AMERICAN EXPRESS CO | 2.65% | 139.6K | $47.2M | -2.75%(-3.94K) | $48.12(+606.21%) | 2026-06-30 | |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE | 1.7% | 121.0K | $30.2M | +7.19%(+8.12K) | $169.33(+45.27%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.60% | +62.62% | +8.24% | +48.59% |
| Top 20 Holdings Unweighted | +14.51% | +50.15% | +5.23% | +29.02% |
Barr E S & CO reports $1.78B in US-listed equity holdings across 112 positions in its most recent 13F filing. Its largest disclosed positions are BRK.B (13.5%), MKL (8.4%) and AMZN (5.8%). The top 20 holdings account for 59.35% of reported assets. Its disclosed equity book has returned +62.62% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Barr E S & CO’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1040210). View Barr E S & CO’s 13F filings on SEC