GARDNER RUSSO & QUINN LLC Diversified Active

CIK: 0000860643 · Show all filings

Period: Q3 2013 (← Previous) (Next →)

Filing Date: Nov 14, 2013

Total Value ($000): $9,422,228 (100.0% shares, 0.0% debt)

Holdings (113)

NSRGY Nestle SA-Spons ADR 10.5%
Value ($000) $984,818 Shares 14,079,392 Est. Cost $65.76 Unrealized
BRK/A Berkshire Hathaway Inc Cl A 9.0%
Value ($000) $844,041 Shares 4,953 Est. Cost $165123.55 Unrealized +4.8%
PM Philip Morris International In 8.8%
Value ($000) $832,713 Shares 9,616,739 Est. Cost $49.74 Unrealized -4.7%
Compagnie Financiere Richemont 7.2%
Value ($000) $681,344 Shares 6,800,276 Est. Cost $100.19 Unrealized
Mastercard Inc Cl A 7.2%
Value ($000) $674,082 Shares 1,001,935 Est. Cost $576.65 Unrealized
Heineken Holding NV 6.7%
Value ($000) $631,171 Shares 9,972,655 Est. Cost $56.21 Unrealized
WFC Wells Fargo 6.1%
Value ($000) $574,709 Shares 13,908,732 Est. Cost $27.44 Unrealized +10.0%
Pernod Ricard 5.8%
Value ($000) $550,027 Shares 4,426,700 Est. Cost $111.59 Unrealized
SABMiller PLC 5.8%
Value ($000) $542,177 Shares 10,650,538 Est. Cost $47.98 Unrealized
Anheuser-Busch InBev ADR 5.1%
Value ($000) $479,516 Shares 4,833,827 Est. Cost $90.74 Unrealized
Unilever NV ADR 4.3%
Value ($000) $402,155 Shares 10,661,578 Est. Cost $39.22 Unrealized
Altria Group Inc 2.8%
Value ($000) $264,781 Shares 7,708,331 Est. Cost $34.98 Unrealized
British American Tobacco PLC 2.8%
Value ($000) $263,387 Shares 4,963,955 Est. Cost $51.17 Unrealized
BRK/B Berkshire Hathaway Inc Cl B 2.7%
Value ($000) $256,788 Shares 2,262,253 Est. Cost $110.09 Unrealized +4.8%
Diageo PLC 2.7%
Value ($000) $251,566 Shares 7,905,573 Est. Cost $28.69 Unrealized
Comcast Corp Special Cl A 2.2%
Value ($000) $205,789 Shares 4,747,143 Est. Cost $39.71 Unrealized
BF/A Brown-Forman Corp Cl A 2.0%
Value ($000) $186,463 Shares 2,817,510 Est. Cost $17.20 Unrealized -1.2%
MLM Martin Marietta Materials 1.9%
Value ($000) $175,338 Shares 1,786,060 Est. Cost $92.90 Unrealized -3.8%
Scripps Networks Interactive C 1.2%
Value ($000) $108,841 Shares 1,393,439 Est. Cost $66.76 Unrealized
JC Decaux SA ACT 0.6%
Value ($000) $54,676 Shares 1,484,160 Est. Cost $27.49 Unrealized
Diageo PLC Sponsored ADR 0.6%
Value ($000) $52,366 Shares 412,072 Est. Cost $114.95 Unrealized
Washington Post Cl B 0.5%
Value ($000) $49,439 Shares 80,868 Est. Cost $483.78 Unrealized
The Swatch Group AG-BR 0.4%
Value ($000) $37,989 Shares 59,024 Est. Cost $549.67 Unrealized
HAS Hasbro Inc 0.3%
Value ($000) $29,511 Shares 626,021 Est. Cost $30.22 Unrealized +3.4%
BF/B Brown-Forman Corp Cl B 0.3%
Value ($000) $29,134 Shares 427,628 Est. Cost $22.70 Unrealized +0.5%
Visa Inc Cl A 0.2%
Value ($000) $20,344 Shares 106,458 Est. Cost $182.75 Unrealized
Exxon Mobil Corp 0.2%
Value ($000) $18,260 Shares 212,224 Est. Cost $90.35 Unrealized
Swedish Match AB 0.1%
Value ($000) $12,878 Shares 364,712 Est. Cost $35.28 Unrealized
FMX Fomento Economico Mex Sp ADR 0.1%
Value ($000) $11,478 Shares 118,220 Est. Cost $102.79 Unrealized
MLKN Herman Miller Inc 0.1%
Value ($000) $11,073 Shares 379,470 Est. Cost $19.62 Unrealized +5.7%
Crane 0.1%
Value ($000) $11,051 Shares 179,202 Est. Cost $59.92 Unrealized
MKL Markel Corp 0.1%
Value ($000) $10,240 Shares 19,777 Est. Cost $523.59 Unrealized +0.3%
PG Procter & Gamble 0.1%
Value ($000) $9,593 Shares 126,912 Est. Cost $55.00 Unrealized +2.2%
AXP American Express 0.1%
Value ($000) $9,588 Shares 126,965 Est. Cost $59.93 Unrealized +5.5%
Goldman Sachs Group Inc 0.1%
Value ($000) $9,109 Shares 57,575 Est. Cost $151.25 Unrealized
CVX Chevron Corp 0.1%
Value ($000) $7,955 Shares 65,471 Est. Cost $71.30 Unrealized +2.5%
KO Coca-Cola 0.1%
Value ($000) $7,833 Shares 206,778 Est. Cost $27.72 Unrealized -3.4%
Berner Gruppen 0.1%
Value ($000) $7,751 Shares 116,554 Est. Cost $52.40 Unrealized
DOV Dover Corp 0.1%
Value ($000) $7,503 Shares 83,520 Est. Cost $39.99 Unrealized +15.6%
Royal Dutch Shell PLC ADR A 0.1%
Value ($000) $5,317 Shares 80,960 Est. Cost $63.94 Unrealized
HRL Hormel Foods Corp 0.1%
Value ($000) $5,183 Shares 123,050 Est. Cost $15.25 Unrealized +3.9%
PEP Pepsico Inc 0.0%
Value ($000) $4,709 Shares 59,228 Est. Cost $56.00 Unrealized +1.4%
ABBV AbbVie Inc 0.0%
Value ($000) $3,882 Shares 86,777 Est. Cost $26.55 Unrealized +2.3%
Heineken NV 0.0%
Value ($000) $3,864 Shares 54,488 Est. Cost $63.62 Unrealized
Praxair Inc 0.0%
Value ($000) $3,555 Shares 29,575 Est. Cost $115.15 Unrealized
MKC McCormick Inc 0.0%
Value ($000) $3,091 Shares 47,780 Est. Cost $28.19 Unrealized -2.1%
IBM I B M 0.0%
Value ($000) $3,087 Shares 16,668 Est. Cost $118.74 Unrealized -6.1%
DANOY Danone ADR 0.0%
Value ($000) $3,059 Shares 203,050 Est. Cost $14.99 Unrealized
ABT Abbott Labs 0.0%
Value ($000) $2,871 Shares 86,503 Est. Cost $28.85 Unrealized -4.0%
Nestle SA-REG 0.0%
Value ($000) $2,798 Shares 40,000 Est. Cost $65.47 Unrealized
BIC 0.0%
Value ($000) $2,641 Shares 22,700 Est. Cost $100.09 Unrealized
Precision Castparts Corp 0.0%
Value ($000) $2,573 Shares 11,325 Est. Cost $226.16 Unrealized
JP Morgan Chase & Co WTS Exp 1 0.0%
Value ($000) $2,527 Shares 150,750 Est. Cost $15.60 Unrealized
Du Pont E I De Nemours 0.0%
Value ($000) $2,520 Shares 43,026 Est. Cost $52.49 Unrealized
Wells Fargo WTS Exp 10/28/18 0.0%
Value ($000) $2,496 Shares 177,750 Est. Cost $13.67 Unrealized
DE Deere & Co 0.0%
Value ($000) $2,435 Shares 29,915 Est. Cost $66.85 Unrealized -1.3%
Comcast Corp New Cl A 0.0%
Value ($000) $2,381 Shares 52,773 Est. Cost $41.76 Unrealized
PGR Progressive Corp Ohio 0.0%
Value ($000) $2,369 Shares 86,986 Est. Cost $17.04 Unrealized +2.6%
MSFT Microsoft Corp 0.0%
Value ($000) $2,082 Shares 62,558 Est. Cost $26.70 Unrealized +1.1%
Pargesa Holding AG - B 0.0%
Value ($000) $2,041 Shares 27,200 Est. Cost $66.63 Unrealized
Eaton Vance Sr Income TR SF 0.0%
Value ($000) $1,884 Shares 267,960 Est. Cost $7.52 Unrealized
PNC PNC Bank Corp 0.0%
Value ($000) $1,858 Shares 25,644 Est. Cost $47.34 Unrealized +8.4%
Lindt & Spruengli AG - Reg 0.0%
Value ($000) $1,855 Shares 39 Est. Cost $43512.82 Unrealized
WMT Wal Mart Stores Inc 0.0%
Value ($000) $1,668 Shares 22,559 Est. Cost $19.98 Unrealized -1.0%
CFRUY CIE Financiere Richemont-Unsp 0.0%
Value ($000) $1,568 Shares 156,500 Est. Cost $8.83 Unrealized
HEINY Heineken NV Spons ADR 0.0%
Value ($000) $1,537 Shares 43,346 Est. Cost $31.81 Unrealized
Anheuser-Busch InBev 0.0%
Value ($000) $1,494 Shares 15,000 Est. Cost $88.87 Unrealized
BB&T Corp 0.0%
Value ($000) $1,403 Shares 41,556 Est. Cost $33.89 Unrealized
NHST Media Group 0.0%
Value ($000) $1,315 Shares 19,772 Est. Cost $65.50 Unrealized
Reckitt Benckiser Group PLC 0.0%
Value ($000) $1,303 Shares 17,800 Est. Cost $71.52 Unrealized
SABMiller PLC Sponsored ADR 0.0%
Value ($000) $1,296 Shares 25,450 Est. Cost $47.82 Unrealized
Pernod-Ricard SA-Unspon ADR 0.0%
Value ($000) $1,229 Shares 49,450 Est. Cost $22.22 Unrealized
A P Moller-Maersk A/S 0.0%
Value ($000) $1,212 Shares 140 Est. Cost $6735.71 Unrealized
Unilever NV 0.0%
Value ($000) $1,168 Shares 30,000 Est. Cost $39.33 Unrealized
M&T Bank Corp Wts Exp 12/23/1 0.0%
Value ($000) $1,148 Shares 30,000 Est. Cost $38.00 Unrealized
Chicago Bridge & Iron Co NV 0.0%
Value ($000) $1,039 Shares 15,325 Est. Cost $67.80 Unrealized
General Electric 0.0%
Value ($000) $1,039 Shares 43,501 Est. Cost $23.19 Unrealized
Conocophillips 0.0%
Value ($000) $1,033 Shares 14,856 Est. Cost $60.52 Unrealized
Lamar Advertising Cl A 0.0%
Value ($000) $965 Shares 20,525 Est. Cost $43.38 Unrealized
BP BP PLC ADR 0.0%
Value ($000) $954 Shares 22,707 Est. Cost $41.74 Unrealized
FULT Fulton Finl Corp 0.0%
Value ($000) $938 Shares 80,298 Est. Cost $7.19 Unrealized +8.6%
Google Inc Cl A 0.0%
Value ($000) $907 Shares 1,036 Est. Cost $880.01 Unrealized
Swiss Helvetia FD Inc 0.0%
Value ($000) $726 Shares 51,025 Est. Cost $12.33 Unrealized
BTI British Amern Tob PLC ADR 0.0%
Value ($000) $694 Shares 6,600 Est. Cost $102.88 Unrealized
CSL Carlisle Inc 0.0%
Value ($000) $688 Shares 9,784 Est. Cost $55.89 Unrealized +3.4%
BAC Bank Amer Corp 0.0%
Value ($000) $683 Shares 49,500 Est. Cost $10.03 Unrealized +12.0%
Costco Whsl Corp 0.0%
Value ($000) $674 Shares 5,855 Est. Cost $110.50 Unrealized
Pioneer Nat Res 0.0%
Value ($000) $510 Shares 2,700 Est. Cost $144.67 Unrealized
Leucadia Natl Corp 0.0%
Value ($000) $493 Shares 18,100 Est. Cost $26.23 Unrealized
Loreal SA 0.0%
Value ($000) $458 Shares 2,665 Est. Cost $163.98 Unrealized
Oracle Corp 0.0%
Value ($000) $415 Shares 12,500 Est. Cost $30.70 Unrealized
DIS Disney Walt Productions 0.0%
Value ($000) $411 Shares 6,375 Est. Cost $56.11 Unrealized +1.5%
MCD McDonalds Corp 0.0%
Value ($000) $394 Shares 4,091 Est. Cost $71.80 Unrealized -1.7%
Schibsted A/S 0.0%
Value ($000) $317 Shares 6,150 Est. Cost $42.93 Unrealized
SLB Schlumberger LTD 0.0%
Value ($000) $296 Shares 3,350 Est. Cost $52.90 Unrealized +11.5%
AIG American Intl Group Inc 0.0%
Value ($000) $292 Shares 6,000 Est. Cost $32.51 Unrealized +10.8%
DHR Danaher Corp 0.0%
Value ($000) $288 Shares 4,151 Est. Cost $25.01 Unrealized +9.6%
BA Boeing 0.0%
Value ($000) $286 Shares 2,430 Est. Cost $80.37 Unrealized +13.9%
MAT Mattel Inc 0.0%
Value ($000) $277 Shares 6,625 Est. Cost $44.76 Unrealized -4.4%
MRK Merck Inc 0.0%
Value ($000) $273 Shares 5,736 Est. Cost $30.02 Unrealized +3.2%
Groupe Danone 0.0%
Value ($000) $264 Shares 3,500 Est. Cost $74.93 Unrealized
GD General Dynamics Corp 0.0%
Value ($000) $263 Shares 3,000 Est. Cost $56.44 Unrealized +15.0%
Syngenta AG 0.0%
Value ($000) $245 Shares 600 Est. Cost $390.00 Unrealized
NTRS Northern Trust Corp 0.0%
Value ($000) $240 Shares 4,415 Est. Cost $40.35 Unrealized +3.3%
Berner Gruppen PFD 0.0%
Value ($000) $239 Shares 3,501 Est. Cost $68.27 Unrealized
Susquehanna Bancshrs Inc 0.0%
Value ($000) $218 Shares 17,429 Est. Cost $12.85 Unrealized
HTLD Heartland Express Inc 0.0%
Value ($000) $206 Shares 14,499 Est. Cost $13.77 Unrealized +4.2%
Cir SPA 0.0%
Value ($000) $198 Shares 125,000 Est. Cost $1.13 Unrealized
Centerstate BKS FLA Inc 0.0%
Value ($000) $107 Shares 11,004 Est. Cost $9.72 Unrealized
PHIYX Pimco High Yield Fun-Instl 0.0%
Value ($000) $105 Shares 11,116 Est. Cost $9.45 Unrealized
PZ Cussons PLC 0.0%
Value ($000) $101 Shares 15,000 Est. Cost $5.27 Unrealized
Hanjaya Mandala Sampoerna 0.0%
Value ($000) $70 Shares 12,500 Est. Cost $5.60 Unrealized
Wal-Mart De Mexico S A 0.0%
Value ($000) $26 Shares 10,000 Est. Cost $2.80 Unrealized