Arkolith/Funds/Barr E S & Co

Barr E S & Co

CIK 1040210
Holdings as of Mar 31, 2026·disclosed May 13, 2026·~43-day 13F lag·13F-HR
Inactive

Barr E S & Co holds a focused book of 104 stocks worth $1.7B as of Q1 2026 (disclosed May 13, 2026, a ~45-day 13F lag). This quarter they opened FIRSTSUN CAPITAL BANCORP and trimmed BERKSHIRE HATHAWAY A. Their largest long position is BERKSHIRE HATHAWAY A at 15% of the equity book.

Build

Build on this 13F portfolio

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent what Barr E S & Co owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/1040210/holdings"
Ask your agent
Use Arkolith to show BARR E S & CO's latest
holdings, largest changes, and filing provenance.
Opened
2
new positions
Added to
17
existing
Trimmed
49
reduced
Sold out
27
exited

Concentration

Top-heavy: focused book

Top 5 holdings
47%
Top 10 holdings
67%
Top 20 holdings
87%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

32% mapped to company sectors

ETF / fund or unclassified
68%
Financials
25%
Materials
2%
Health Care
2%
Consumer Discretionary
2%
Consumer Staples
1%
Energy
0%
Industrials
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited
  • ALPHABET INC SHS CL A
    −14%$28.8M
  • BERKSHIRE HATHAWAY A
    −2.3%$6.0M
  • GOLDMAN SACHS INC
    −2.9%$3.6M
  • AMERICAN TOWER CORP
    −10%$3.1M
  • −1.9%$2.0M
  • −1.0%$1.4M

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

108 positions
#SecurityValueShares% PortLast moveHistory
1Berkshire Hathaway B
COM
$234.7M489.8K
13.7%
−2.3%
Reduced · −11K sh
2Markel Group Inc
COM
$147.8M77.2K
8.6%
−1.0%
Reduced · −752 sh
3Alphabet Inc SHS CL C
COM
$139.6M486.5K
8.1%
−11%
Reduced · −61K sh
4Goldman Sachs Inc
COM
$120.3M142.2K
7.0%
−2.9%
Reduced · −4K sh
5JPMorgan Chase & Co
COM
$100.4M341.5K
5.8%
−1.9%
Reduced · −7K sh
6Amazon.com Inc
COM
$92.5M444.0K
5.4%
−0.8%
Reduced · −4K sh
7Schwab Charles Corp
COM
$70.1M746.1K
4.1%
−1.4%
Reduced · −11K sh
8Moody's Corp
COM
$69.7M159.9K
4.1%
−1.2%
Reduced · −2K sh
9Home Bancshares Inc
COM
$65.9M2.45M
3.8%
+1.3%
Added · +33K sh
10Blackstone Inc
COM
$56.3M489.7K
3.3%
−1.1%
Reduced · −6K sh
11Brown & Brown Inc
COM
$53.5M819.8K
3.1%
+126%
Added · +457K sh
12American Express Co
COM
$43.4M143.6K
2.5%
−2.7%
Reduced · −4K sh
13Apple Inc
COM
$41.9M165.3K
2.4%
−1.5%
Reduced · −3K sh
14Alphabet Inc SHS CL A
COM
$40.5M141.0K
2.4%
−22%
Reduced · −39K sh
15Brookfield Corp
COM
$36.5M901.7K
2.1%
−1.6%
Reduced · −15K sh
16Vanguard BD Index FDS
SHORT TRM BOND
$32.0M407.6K
1.9%
−4.0%
Reduced · −17K sh
17Johnson And Johnson
COM
$29.1M119.1K
1.7%
−3.1%
Reduced · −4K sh
18American Tower Corp
COM
$27.1M157.0K
1.6%
−10%
Reduced · −18K sh
19Mastercard Inc
COM
$26.0M52.1K
1.5%
+3.9%
Added · +2K sh
20Mettler-Toledo Intl Inc
COM
$23.9M19.0K
1.4%
+0.6%
Added · +117 sh
21Nike Inc CL B
COM
$22.8M431.4K
1.3%
−0.8%
Reduced · −3K sh
22Take-Two Interactive Software
COM
$22.3M112.9K
1.3%
+0.3%
Added · +365 sh
23Berkshire Hathaway A
COM
$20.8M29
1.2%
Held
24O'reilly Automotive Inc
COM
$18.0M195.5K
1.0%
−1.0%
Reduced · −2K sh
25City Holding Co
COM
$15.4M129.2K
0.9%
Held
26Adobe Sys
COM
$14.6M60.2K
0.9%
−1.5%
Reduced · −895 sh
27Pepsico Inc
COM
$12.5M80.4K
0.7%
−6.7%
Reduced · −6K sh
28First CTZNS Bancshares Inc N
COM
$10.9M5.8K
0.6%
−3.6%
Reduced · −217 sh
29Costco Wholesale Co
COM
$9.8M9.8K
0.6%
−2.1%
Reduced · −214 sh
30Gaming & Leisure Inc
COM
$9.6M216.3K
0.6%
+6.9%
Added · +14K sh
31Estee Lauder Inc
COM
$8.9M123.7K
0.5%
−1.4%
Reduced · −2K sh
32T Rowe Price Group Inc
COM
$8.8M97.6K
0.5%
−7.7%
Reduced · −8K sh
33Wynn Resorts Ltd
COM
$8.7M85.3K
0.5%
−2.5%
Reduced · −2K sh
34Sherwin Williams Co
COM
$8.1M25.2K
0.5%
−2.8%
Reduced · −735 sh
35Nvidia Corp
COM
$6.2M35.6K
0.4%
+2.2%
Added · +760 sh
36Microsoft Corp
COM
$5.5M14.8K
0.3%
+0.9%
Added · +136 sh
37Wells Fargo & Co
COM
$5.3M67.0K
0.3%
−0.7%
Reduced · −500 sh
38Exxon Mobil Corp
COM
$4.1M24.0K
0.2%
−4.6%
Reduced · −1K sh
39Procter & Gamble
COM
$3.3M22.8K
0.2%
−0.7%
Reduced · −150 sh
40Wal-Mart Stores Inc
COM
$3.1M25.2K
0.2%
−4.7%
Reduced · −1K sh
41Tesla Motors Inc
COM
$3.1M8.2K
0.2%
Held
42Lilly Eli & Co
COM
$3.0M3.2K
0.2%
−0.1%
Reduced · −5 sh
43SPDR S&P 500 ETF
COM
$2.4M3.7K
0.1%
−0.3%
Reduced · −12 sh
44KKR & Co
COM
$2.3M24.4K
0.1%
Held
45Walt Disney Co
COM
$1.9M19.4K
0.1%
−0.9%
Reduced · −181 sh
46Broadcom Ltd F
COM
$1.8M5.9K
0.1%
−0.4%
Reduced · −26 sh
47Cme Group
COM
$1.8M6.0K
0.1%
Held
48Visa Inc Com Class A
COM
$1.6M5.4K
0.1%
+2.5%
Added · +130 sh
49Coca Cola Com
COM
$1.4M19.1K
0.1%
−6.4%
Reduced · −1K sh
50PNC Financial SRVCS
COM
$1.4M6.7K
0.1%
Held
Showing 50 of 108 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 13, 2026108$1.7B13F-HR
Q4 2025Dec 31, 2025Feb 5, 2026133$1.9B13F-HR
Q3 2025Sep 30, 2025Nov 12, 2025115$1.8B13F-HR
Q2 2025Jun 30, 2025Aug 12, 2025117$1.7B13F-HR
Q1 2025Mar 31, 2025May 15, 2025106$1.6B13F-HR
Q4 2024Dec 31, 2024Feb 13, 2025107$1.7B13F-HR
Q3 2024Sep 30, 2024Nov 14, 2024106$1.6B13F-HR
Q2 2024Jun 30, 2024Aug 14, 202492$1.5B13F-HR
Q1 2024Mar 31, 2024May 15, 202491$1.5B13F-HR
Q4 2023Dec 31, 2023Feb 9, 202494$1.5B13F-HR
Q3 2023Sep 30, 2023Nov 14, 202389$1.4B13F-HR
Q2 2023Jun 30, 2023Aug 10, 202393$1.3B13F-HR
Q1 2023Mar 31, 2023May 15, 202386$1.2B13F-HR
Q4 2022Dec 31, 2022Feb 14, 202388$1.2B13F-HR
Q3 2022Sep 30, 2022Nov 14, 202286$1.1B13F-HR
Q2 2022Jun 30, 2022Aug 15, 202290$1.2B13F-HR
Q1 2022Mar 31, 2022May 16, 2022100$1.5B13F-HR
Q4 2021Dec 31, 2021Feb 14, 2022111$1.5B13F-HR
Q3 2021Sep 30, 2021Nov 10, 2021100$1.4B13F-HR
Q2 2021Jun 30, 2021Aug 13, 2021103$1.4B13F-HR
Q1 2021Mar 31, 2021May 14, 202197$1.3B13F-HR
Q4 2020Dec 31, 2020Feb 16, 202184$1.2B13F-HR
Q3 2020Sep 30, 2020Nov 13, 202080$1.0B13F-HR
Q2 2020Jun 30, 2020Aug 14, 202083$971.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.