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Barr E S & Co.
E. S. Barr & Company is an independent, privately held investment management firm based in Lexington, Kentucky, founded in 1992 by Edward S. Barr. The firm is SEC-registered and offers discretionary investment management services, focusing on delivering superior risk-adjusted returns while emphasizing capital preservation. Its client base includes high-net-worth individuals, families, trusts, and institutional investors, and assets under management are managed with a long-term, disciplined, value-oriented approach. The firm is led by a team of experienced professionals and is dedicated to personal service, transparency, and confidentiality. Reported employee count is not publicly listed.
Investment Strategy
E. S. Barr & Company's investment strategy is grounded in a patient, disciplined fundamental value approach, primarily investing in publicly traded securities with the philosophy of buying them as if purchasing an entire private business. The firm seeks to invest in high-quality businesses at discounts to estimated intrinsic value, focusing on capital preservation and wealth building through careful security selection, steady compounding, and a long average holding period for tax efficiency. Asset allocation is customized per client, with a focus on individual equities and a selective use of government, corporate, and municipal debt obligations. Fees are charged based on assets under management, and no performance-based fees are levied for most clients.
Latest 13F Filing Activity
Barr E S & Co. filed their most recent 13F report on Jun 30, 2025 disclosing 117 equity positions with a total 13F market value of $2B. The fund increased holdings in Goldman Sachs Inc., Amazon.com Inc., Alphabet Inc. SHS CL C among other positions. Barr E S & Co. reduced exposure to Berkshire Hathaway B, Berkshire Hathaway A, Apple Inc. among others.
Top Holdings
Equity Positions (117)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY B | 14.36% | $250.5M | 515,589 | $95.68 | $485.77 | -$31.2M | |
M MKL | MARKEL GROUP INC | 9.07% | $158.2M | 79,212 | $516.50 | $1997.36 | +$9.3M |
G GS | GOLDMAN SACHS INC | 6.42% | $112.0M | 158,296 | $166.10 | $707.75 | +$23.1M |
J JPM | JPMORGAN CHASE & CO | 6.38% | $111.3M | 384,012 | $144.91 | $289.91 | +$11.4M |
G GOOG | ALPHABET INC SHS CL C | 5.99% | $104.4M | 588,775 | $49.00 | $177.39 | +$12.8M |
Industry Allocation
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