GARDNER RUSSO & QUINN LLC Diversified Active

CIK: 0000860643 · Show all filings

Period: Q4 2013 (← Previous) (Next →)

Filing Date: Feb 12, 2014

Total Value ($000): $10,112,324 (100.0% shares, 0.0% debt)

Holdings (110)

NSRGY Nestle SA-Spons ADR 10.5%
Value ($000) $1,066,151 Shares 14,520,387 Est. Cost $65.99 Unrealized
BRK/A Berkshire Hathaway Inc Cl A 8.9%
Value ($000) $903,376 Shares 5,078 Est. Cost $165329.39 Unrealized +4.9%
PM Philip Morris International In 8.6%
Value ($000) $868,783 Shares 9,971,107 Est. Cost $49.67 Unrealized -3.7%
Mastercard Inc Cl A 8.2%
Value ($000) $827,729 Shares 990,747 Est. Cost $576.65 Unrealized
Compagnie Financiere Richemont 6.8%
Value ($000) $692,543 Shares 6,912,947 Est. Cost $100.19 Unrealized
WFC Wells Fargo 6.5%
Value ($000) $659,879 Shares 14,534,770 Est. Cost $27.58 Unrealized +11.5%
Heineken Holding NV 6.4%
Value ($000) $645,174 Shares 10,181,924 Est. Cost $56.36 Unrealized
SABMiller PLC 5.6%
Value ($000) $566,901 Shares 11,037,653 Est. Cost $48.10 Unrealized
Pernod Ricard 5.3%
Value ($000) $540,054 Shares 4,732,860 Est. Cost $111.75 Unrealized
Anheuser-Busch InBev ADR 5.2%
Value ($000) $526,381 Shares 4,944,404 Est. Cost $91.09 Unrealized
Unilever NV ADR 4.7%
Value ($000) $475,061 Shares 11,808,636 Est. Cost $39.32 Unrealized
BRK/B Berkshire Hathaway Inc Cl B 2.7%
Value ($000) $274,785 Shares 2,317,684 Est. Cost $110.22 Unrealized +4.9%
Altria Group Inc 2.7%
Value ($000) $271,615 Shares 7,075,151 Est. Cost $34.98 Unrealized
Diageo PLC 2.7%
Value ($000) $268,078 Shares 8,092,869 Est. Cost $28.79 Unrealized
British American Tobacco PLC 2.5%
Value ($000) $254,545 Shares 4,746,338 Est. Cost $51.17 Unrealized
Comcast Corp Special Cl A 2.3%
Value ($000) $237,090 Shares 4,753,215 Est. Cost $39.71 Unrealized
BF/A Brown-Forman Corp Cl A 2.1%
Value ($000) $211,640 Shares 2,868,913 Est. Cost $17.20 Unrealized +1.8%
MLM Martin Marietta Materials 1.9%
Value ($000) $193,040 Shares 1,931,562 Est. Cost $92.59 Unrealized -4.1%
Scripps Networks Interactive C 1.2%
Value ($000) $121,049 Shares 1,400,871 Est. Cost $66.76 Unrealized
JC Decaux SA ACT 0.6%
Value ($000) $60,374 Shares 1,461,955 Est. Cost $27.49 Unrealized
Diageo PLC Sponsored ADR 0.5%
Value ($000) $54,783 Shares 413,704 Est. Cost $114.95 Unrealized
GHC Graham Holdings Co 0.5%
Value ($000) $50,310 Shares 75,845 Est. Cost $339.79 Unrealized 0.0%
The Swatch Group AG-BR 0.4%
Value ($000) $39,151 Shares 58,870 Est. Cost $549.67 Unrealized
BF/B Brown-Forman Corp Cl B 0.3%
Value ($000) $32,112 Shares 424,931 Est. Cost $22.70 Unrealized +5.1%
Visa Inc Cl A 0.2%
Value ($000) $24,156 Shares 108,477 Est. Cost $183.50 Unrealized
Exxon Mobil Corp 0.2%
Value ($000) $21,345 Shares 210,918 Est. Cost $90.35 Unrealized
Crane 0.1%
Value ($000) $11,604 Shares 172,552 Est. Cost $59.92 Unrealized
AXP American Express 0.1%
Value ($000) $11,486 Shares 126,595 Est. Cost $59.93 Unrealized +15.6%
Swedish Match AB 0.1%
Value ($000) $11,131 Shares 346,062 Est. Cost $35.28 Unrealized
MKL Markel Corp 0.1%
Value ($000) $11,100 Shares 19,127 Est. Cost $523.59 Unrealized +3.6%
FMX Fomento Economico Mex Sp ADR 0.1%
Value ($000) $10,732 Shares 109,655 Est. Cost $102.79 Unrealized
MLKN Herman Miller Inc 0.1%
Value ($000) $10,609 Shares 359,370 Est. Cost $19.62 Unrealized +14.5%
Goldman Sachs Group Inc 0.1%
Value ($000) $10,099 Shares 56,975 Est. Cost $151.25 Unrealized
PG Procter & Gamble 0.1%
Value ($000) $10,092 Shares 123,962 Est. Cost $55.00 Unrealized +5.5%
KO Coca-Cola 0.1%
Value ($000) $8,399 Shares 203,323 Est. Cost $27.72 Unrealized -2.8%
CVX Chevron Corp 0.1%
Value ($000) $8,089 Shares 64,761 Est. Cost $71.30 Unrealized +1.7%
DOV Dover Corp 0.1%
Value ($000) $7,827 Shares 81,075 Est. Cost $39.99 Unrealized +23.2%
Royal Dutch Shell PLC ADR A 0.1%
Value ($000) $5,339 Shares 74,915 Est. Cost $63.94 Unrealized
HRL Hormel Foods Corp 0.1%
Value ($000) $5,280 Shares 116,900 Est. Cost $15.25 Unrealized +8.7%
PEP Pepsico Inc 0.0%
Value ($000) $4,829 Shares 58,221 Est. Cost $56.00 Unrealized +3.1%
Berner Gruppen 0.0%
Value ($000) $4,801 Shares 116,554 Est. Cost $52.40 Unrealized
ABBV AbbVie Inc 0.0%
Value ($000) $4,583 Shares 86,777 Est. Cost $26.55 Unrealized +14.5%
Praxair Inc 0.0%
Value ($000) $3,839 Shares 29,525 Est. Cost $115.15 Unrealized
Heineken NV 0.0%
Value ($000) $3,530 Shares 52,191 Est. Cost $63.62 Unrealized
ABT Abbott Labs 0.0%
Value ($000) $3,316 Shares 86,503 Est. Cost $28.85 Unrealized +1.3%
MKC McCormick Inc 0.0%
Value ($000) $3,163 Shares 45,900 Est. Cost $28.19 Unrealized -4.2%
IBM I B M 0.0%
Value ($000) $3,126 Shares 16,668 Est. Cost $118.74 Unrealized -10.4%
Precision Castparts Corp 0.0%
Value ($000) $3,050 Shares 11,325 Est. Cost $226.16 Unrealized
Nestle SA-REG 0.0%
Value ($000) $2,970 Shares 40,310 Est. Cost $65.47 Unrealized
JP Morgan Chase & Co WTS Exp 1 0.0%
Value ($000) $2,923 Shares 150,750 Est. Cost $15.60 Unrealized
DANOY Danone ADR 0.0%
Value ($000) $2,862 Shares 198,475 Est. Cost $14.99 Unrealized
Du Pont E I De Nemours 0.0%
Value ($000) $2,832 Shares 43,591 Est. Cost $52.65 Unrealized
Wells Fargo WTS Exp 10/28/18 0.0%
Value ($000) $2,826 Shares 177,750 Est. Cost $13.67 Unrealized
Comcast Corp New Cl A 0.0%
Value ($000) $2,741 Shares 52,746 Est. Cost $41.76 Unrealized
DE Deere & Co 0.0%
Value ($000) $2,732 Shares 29,915 Est. Cost $66.85 Unrealized +0.9%
BIC 0.0%
Value ($000) $2,489 Shares 20,285 Est. Cost $100.09 Unrealized
MSFT Microsoft Corp 0.0%
Value ($000) $2,310 Shares 61,744 Est. Cost $26.70 Unrealized +12.4%
PNC PNC Bank Corp 0.0%
Value ($000) $1,989 Shares 25,644 Est. Cost $47.34 Unrealized +9.6%
Reckitt Benckiser Group PLC 0.0%
Value ($000) $1,958 Shares 24,665 Est. Cost $73.71 Unrealized
Lindt & Spruengli AG - Reg 0.0%
Value ($000) $1,954 Shares 36 Est. Cost $43512.82 Unrealized
Pargesa Holding AG - B 0.0%
Value ($000) $1,943 Shares 23,950 Est. Cost $66.63 Unrealized
Eaton Vance Sr Income TR SF 0.0%
Value ($000) $1,854 Shares 268,256 Est. Cost $7.52 Unrealized
WMT Wal Mart Stores Inc 0.0%
Value ($000) $1,771 Shares 22,509 Est. Cost $19.98 Unrealized +1.8%
Anheuser-Busch InBev 0.0%
Value ($000) $1,597 Shares 15,000 Est. Cost $88.87 Unrealized
CFRUY CIE Financiere Richemont-Unsp 0.0%
Value ($000) $1,549 Shares 155,125 Est. Cost $8.83 Unrealized
BB&T Corp 0.0%
Value ($000) $1,524 Shares 40,829 Est. Cost $33.89 Unrealized
HEINY Heineken NV Spons ADR 0.0%
Value ($000) $1,462 Shares 43,246 Est. Cost $31.81 Unrealized
BTI British Amern Tob PLC ADR 0.0%
Value ($000) $1,456 Shares 13,550 Est. Cost $105.23 Unrealized
NHST Media Group 0.0%
Value ($000) $1,401 Shares 19,772 Est. Cost $65.50 Unrealized
SABMiller PLC Sponsored ADR 0.0%
Value ($000) $1,338 Shares 26,060 Est. Cost $47.90 Unrealized
Unilever NV 0.0%
Value ($000) $1,311 Shares 32,500 Est. Cost $39.41 Unrealized
A P Moller-Maersk A/S 0.0%
Value ($000) $1,294 Shares 125 Est. Cost $6735.71 Unrealized
M&T Bank Corp Wts Exp 12/23/1 0.0%
Value ($000) $1,290 Shares 30,000 Est. Cost $38.00 Unrealized
Chicago Bridge & Iron Co NV 0.0%
Value ($000) $1,237 Shares 14,875 Est. Cost $67.80 Unrealized
General Electric 0.0%
Value ($000) $1,219 Shares 43,501 Est. Cost $23.19 Unrealized
Pernod-Ricard SA-Unspon ADR 0.0%
Value ($000) $1,186 Shares 51,985 Est. Cost $22.24 Unrealized
Google Inc Cl A 0.0%
Value ($000) $1,139 Shares 1,016 Est. Cost $880.01 Unrealized
BP BP PLC ADR 0.0%
Value ($000) $1,104 Shares 22,707 Est. Cost $41.74 Unrealized
Lamar Advertising Cl A 0.0%
Value ($000) $1,072 Shares 20,525 Est. Cost $43.38 Unrealized
FULT Fulton Finl Corp 0.0%
Value ($000) $1,051 Shares 80,298 Est. Cost $7.19 Unrealized +11.9%
Loreal SA 0.0%
Value ($000) $999 Shares 5,675 Est. Cost $170.37 Unrealized
Conocophillips 0.0%
Value ($000) $908 Shares 12,856 Est. Cost $60.52 Unrealized
Swiss Helvetia FD Inc 0.0%
Value ($000) $782 Shares 56,025 Est. Cost $12.47 Unrealized
BAC Bank Amer Corp 0.0%
Value ($000) $771 Shares 49,500 Est. Cost $10.03 Unrealized +16.5%
CSL Carlisle Inc 0.0%
Value ($000) $770 Shares 9,700 Est. Cost $55.89 Unrealized +12.9%
Costco Whsl Corp 0.0%
Value ($000) $697 Shares 5,855 Est. Cost $110.50 Unrealized
Pioneer Nat Res 0.0%
Value ($000) $497 Shares 2,700 Est. Cost $144.67 Unrealized
DIS Disney Walt Productions 0.0%
Value ($000) $487 Shares 6,375 Est. Cost $56.11 Unrealized +9.9%
Oracle Corp 0.0%
Value ($000) $478 Shares 12,500 Est. Cost $30.70 Unrealized
PGR Progressive Corp Ohio 0.0%
Value ($000) $458 Shares 16,778 Est. Cost $17.04 Unrealized +6.7%
Schibsted A/S 0.0%
Value ($000) $406 Shares 6,150 Est. Cost $42.93 Unrealized
MCD McDonalds Corp 0.0%
Value ($000) $384 Shares 3,960 Est. Cost $71.80 Unrealized -2.5%
BA Boeing 0.0%
Value ($000) $332 Shares 2,430 Est. Cost $80.37 Unrealized +38.0%
DHR Danaher Corp 0.0%
Value ($000) $320 Shares 4,151 Est. Cost $25.01 Unrealized +18.8%
MAT Mattel Inc 0.0%
Value ($000) $315 Shares 6,625 Est. Cost $44.76 Unrealized -0.4%
AIG American Intl Group Inc 0.0%
Value ($000) $306 Shares 6,000 Est. Cost $32.51 Unrealized +16.5%
SLB Schlumberger LTD 0.0%
Value ($000) $302 Shares 3,350 Est. Cost $52.90 Unrealized +23.0%
GD General Dynamics Corp 0.0%
Value ($000) $287 Shares 3,000 Est. Cost $56.44 Unrealized +21.7%
HTLD Heartland Express Inc 0.0%
Value ($000) $284 Shares 14,499 Est. Cost $13.77 Unrealized +19.0%
NTRS Northern Trust Corp 0.0%
Value ($000) $268 Shares 4,334 Est. Cost $40.35 Unrealized +3.6%
Groupe Danone 0.0%
Value ($000) $252 Shares 3,500 Est. Cost $74.93 Unrealized
MRK Merck Inc 0.0%
Value ($000) $227 Shares 4,536 Est. Cost $30.02 Unrealized +4.2%
Susquehanna Bancshrs Inc 0.0%
Value ($000) $224 Shares 17,429 Est. Cost $12.85 Unrealized
PSX Phillips 66 0.0%
Value ($000) $210 Shares 2,720 Est. Cost $43.41 Unrealized 0.0%
Syngenta AG 0.0%
Value ($000) $209 Shares 521 Est. Cost $390.00 Unrealized
Cir SPA 0.0%
Value ($000) $197 Shares 125,000 Est. Cost $1.13 Unrealized
Hanjaya Mandala Sampoerna 0.0%
Value ($000) $128 Shares 25,000 Est. Cost $5.36 Unrealized
Centerstate BKS FLA Inc 0.0%
Value ($000) $112 Shares 11,004 Est. Cost $9.72 Unrealized
PHIYX Pimco High Yield Fun-Instl 0.0%
Value ($000) $107 Shares 11,116 Est. Cost $9.45 Unrealized
PZ Cussons PLC 0.0%
Value ($000) $94 Shares 15,000 Est. Cost $5.27 Unrealized