GARDNER RUSSO & QUINN LLC Diversified Active

CIK: 0000860643 · Show all filings

Period: Q1 2014 (← Previous) (Next →)

Filing Date: May 13, 2014

Total Value ($000): $10,349,034 (100.0% shares, 0.0% debt)

Holdings (112)

NSRGY Nestle SA-Spons ADR 10.6%
Value ($000) $1,098,192 Shares 14,576,827 Est. Cost $65.99 Unrealized
BRK/A Berkshire Hathaway Inc Cl A 9.2%
Value ($000) $957,171 Shares 5,109 Est. Cost $165329.39 Unrealized +6.2%
PM Philip Morris International In 8.1%
Value ($000) $834,340 Shares 10,191,037 Est. Cost $49.56 Unrealized -9.7%
Mastercard Inc Cl A 7.1%
Value ($000) $734,117 Shares 9,827,537 Est. Cost $125.30 Unrealized
WFC Wells Fargo 7.1%
Value ($000) $730,636 Shares 14,689,097 Est. Cost $27.64 Unrealized +20.9%
Heineken Holding NV 6.5%
Value ($000) $672,180 Shares 10,406,630 Est. Cost $56.54 Unrealized
Compagnie Financiere Richemont 6.5%
Value ($000) $671,416 Shares 7,027,196 Est. Cost $100.12 Unrealized
SABMiller PLC 5.5%
Value ($000) $574,174 Shares 11,499,390 Est. Cost $48.17 Unrealized
Pernod Ricard 5.5%
Value ($000) $572,678 Shares 4,917,307 Est. Cost $111.93 Unrealized
Anheuser-Busch InBev ADR 5.1%
Value ($000) $528,578 Shares 5,019,738 Est. Cost $91.31 Unrealized
Unilever NV ADR 5.0%
Value ($000) $520,357 Shares 12,654,600 Est. Cost $39.44 Unrealized
BRK/B Berkshire Hathaway Inc Cl B 2.9%
Value ($000) $300,631 Shares 2,405,629 Est. Cost $110.46 Unrealized +5.8%
British American Tobacco PLC 2.6%
Value ($000) $268,651 Shares 4,831,214 Est. Cost $51.25 Unrealized
Altria Group Inc 2.6%
Value ($000) $267,585 Shares 7,148,952 Est. Cost $35.00 Unrealized
Diageo PLC 2.5%
Value ($000) $256,887 Shares 8,279,868 Est. Cost $28.84 Unrealized
BF/A Brown-Forman Corp Cl A 2.5%
Value ($000) $255,812 Shares 2,876,559 Est. Cost $17.20 Unrealized +14.6%
MLM Martin Marietta Materials 2.5%
Value ($000) $255,750 Shares 1,992,602 Est. Cost $92.95 Unrealized +12.2%
Comcast Corp Special Cl A 2.2%
Value ($000) $232,616 Shares 4,769,644 Est. Cost $39.71 Unrealized
Scripps Networks Interactive C 1.0%
Value ($000) $104,838 Shares 1,381,079 Est. Cost $66.76 Unrealized
JC Decaux SA ACT 0.6%
Value ($000) $64,338 Shares 1,468,195 Est. Cost $27.49 Unrealized
Diageo PLC Sponsored ADR 0.5%
Value ($000) $52,974 Shares 425,185 Est. Cost $115.21 Unrealized
GHC Graham Holdings Co 0.5%
Value ($000) $51,422 Shares 73,068 Est. Cost $339.79 Unrealized +5.7%
BF/B Brown-Forman Corp Cl B 0.4%
Value ($000) $38,921 Shares 433,949 Est. Cost $22.79 Unrealized +17.4%
The Swatch Group AG-BR 0.4%
Value ($000) $37,511 Shares 59,811 Est. Cost $550.89 Unrealized
Visa Inc Cl A 0.2%
Value ($000) $23,891 Shares 110,677 Est. Cost $184.14 Unrealized
Exxon Mobil Corp 0.2%
Value ($000) $17,597 Shares 180,151 Est. Cost $90.35 Unrealized
Crane 0.1%
Value ($000) $12,135 Shares 170,552 Est. Cost $59.92 Unrealized
AXP American Express 0.1%
Value ($000) $11,653 Shares 129,435 Est. Cost $60.27 Unrealized +25.3%
MLKN Herman Miller Inc 0.1%
Value ($000) $11,428 Shares 355,670 Est. Cost $19.62 Unrealized +10.5%
MKL Markel Corp 0.1%
Value ($000) $11,282 Shares 18,927 Est. Cost $523.59 Unrealized +8.8%
Swedish Match AB 0.1%
Value ($000) $11,136 Shares 341,362 Est. Cost $35.28 Unrealized
FMX Fomento Economico Mex Sp ADR 0.1%
Value ($000) $10,331 Shares 110,800 Est. Cost $102.70 Unrealized
PG Procter & Gamble 0.1%
Value ($000) $10,260 Shares 127,297 Est. Cost $55.04 Unrealized +2.7%
Goldman Sachs Group Inc 0.1%
Value ($000) $9,155 Shares 55,875 Est. Cost $151.25 Unrealized
KO Coca-Cola 0.1%
Value ($000) $8,030 Shares 207,713 Est. Cost $27.70 Unrealized -4.1%
Berner Gruppen 0.1%
Value ($000) $6,813 Shares 116,554 Est. Cost $52.40 Unrealized
CVX Chevron Corp 0.1%
Value ($000) $6,434 Shares 54,107 Est. Cost $71.30 Unrealized -1.3%
DOV Dover Corp 0.1%
Value ($000) $6,428 Shares 78,630 Est. Cost $39.99 Unrealized +25.8%
Royal Dutch Shell PLC ADR A 0.1%
Value ($000) $5,770 Shares 78,980 Est. Cost $64.41 Unrealized
HRL Hormel Foods Corp 0.1%
Value ($000) $5,654 Shares 114,763 Est. Cost $15.25 Unrealized +14.9%
ABBV AbbVie Inc 0.0%
Value ($000) $4,460 Shares 86,777 Est. Cost $26.55 Unrealized +18.6%
PEP Pepsico Inc 0.0%
Value ($000) $3,766 Shares 45,098 Est. Cost $56.00 Unrealized +1.5%
Heineken NV 0.0%
Value ($000) $3,634 Shares 52,191 Est. Cost $63.62 Unrealized
Praxair Inc 0.0%
Value ($000) $3,556 Shares 27,150 Est. Cost $115.15 Unrealized
ABT Abbott Labs 0.0%
Value ($000) $3,331 Shares 86,503 Est. Cost $28.85 Unrealized +6.5%
Wells Fargo WTS Exp 10/28/18 0.0%
Value ($000) $3,313 Shares 177,750 Est. Cost $13.67 Unrealized
MKC McCormick Inc 0.0%
Value ($000) $3,234 Shares 45,080 Est. Cost $28.19 Unrealized -5.0%
JP Morgan Chase & Co WTS Exp 1 0.0%
Value ($000) $3,045 Shares 150,750 Est. Cost $15.60 Unrealized
Nestle SA-REG 0.0%
Value ($000) $3,037 Shares 40,310 Est. Cost $65.47 Unrealized
Precision Castparts Corp 0.0%
Value ($000) $2,863 Shares 11,325 Est. Cost $226.16 Unrealized
DANOY Danone ADR 0.0%
Value ($000) $2,765 Shares 195,400 Est. Cost $14.99 Unrealized
BIC 0.0%
Value ($000) $2,724 Shares 20,725 Est. Cost $100.75 Unrealized
IBM I B M 0.0%
Value ($000) $2,621 Shares 13,615 Est. Cost $118.74 Unrealized -8.0%
DE Deere & Co 0.0%
Value ($000) $2,580 Shares 28,415 Est. Cost $66.85 Unrealized +4.9%
MSFT Microsoft Corp 0.0%
Value ($000) $2,510 Shares 61,244 Est. Cost $26.70 Unrealized +17.1%
Du Pont E I De Nemours 0.0%
Value ($000) $2,435 Shares 36,291 Est. Cost $52.65 Unrealized
PNC PNC Bank Corp 0.0%
Value ($000) $2,231 Shares 25,644 Est. Cost $47.34 Unrealized +20.0%
Pargesa Holding AG - B 0.0%
Value ($000) $2,074 Shares 23,950 Est. Cost $66.63 Unrealized
Reckitt Benckiser Group PLC 0.0%
Value ($000) $2,072 Shares 25,435 Est. Cost $73.95 Unrealized
Lindt & Spruengli AG - Reg 0.0%
Value ($000) $2,003 Shares 34 Est. Cost $43512.82 Unrealized
Eaton Vance Sr Income TR SF 0.0%
Value ($000) $1,867 Shares 270,514 Est. Cost $7.52 Unrealized
HEINY Heineken NV Spons ADR 0.0%
Value ($000) $1,813 Shares 52,062 Est. Cost $32.32 Unrealized
Comcast Corp New Cl A 0.0%
Value ($000) $1,810 Shares 36,166 Est. Cost $41.76 Unrealized
BB&T Corp 0.0%
Value ($000) $1,650 Shares 41,077 Est. Cost $33.89 Unrealized
CFRUY CIE Financiere Richemont-Unsp 0.0%
Value ($000) $1,617 Shares 169,275 Est. Cost $8.89 Unrealized
WMT Wal Mart Stores Inc 0.0%
Value ($000) $1,606 Shares 21,009 Est. Cost $19.98 Unrealized -0.4%
Anheuser-Busch InBev 0.0%
Value ($000) $1,573 Shares 15,000 Est. Cost $88.87 Unrealized
M&T Bank Corp Wts Exp 12/23/1 0.0%
Value ($000) $1,554 Shares 32,500 Est. Cost $38.76 Unrealized
BTI British Amern Tob PLC ADR 0.0%
Value ($000) $1,526 Shares 13,699 Est. Cost $105.29 Unrealized
SABMiller PLC Sponsored ADR 0.0%
Value ($000) $1,495 Shares 29,935 Est. Cost $48.17 Unrealized
Pernod-Ricard SA-Unspon ADR 0.0%
Value ($000) $1,447 Shares 62,125 Est. Cost $22.42 Unrealized
Unilever NV 0.0%
Value ($000) $1,408 Shares 34,250 Est. Cost $39.50 Unrealized
A P Moller-Maersk A/S 0.0%
Value ($000) $1,327 Shares 115 Est. Cost $6735.71 Unrealized
NHST Media Group 0.0%
Value ($000) $1,321 Shares 19,772 Est. Cost $65.50 Unrealized
Knowles Corp 0.0%
Value ($000) $1,217 Shares 38,564 Est. Cost $31.56 Unrealized
Google Inc Cl A 0.0%
Value ($000) $1,132 Shares 1,016 Est. Cost $880.01 Unrealized
Chicago Bridge & Iron Co NV 0.0%
Value ($000) $1,122 Shares 12,875 Est. Cost $67.80 Unrealized
Lamar Advertising Cl A 0.0%
Value ($000) $1,077 Shares 21,110 Est. Cost $43.59 Unrealized
FULT Fulton Finl Corp 0.0%
Value ($000) $1,010 Shares 80,298 Est. Cost $7.19 Unrealized +13.5%
Swiss Helvetia FD Inc 0.0%
Value ($000) $971 Shares 67,543 Est. Cost $12.80 Unrealized
Conocophillips 0.0%
Value ($000) $907 Shares 12,887 Est. Cost $60.52 Unrealized
BAC Bank Amer Corp 0.0%
Value ($000) $851 Shares 49,500 Est. Cost $10.03 Unrealized +32.2%
Loreal SA 0.0%
Value ($000) $823 Shares 4,990 Est. Cost $170.37 Unrealized
Costco Whsl Corp 0.0%
Value ($000) $766 Shares 6,855 Est. Cost $110.68 Unrealized
CSL Carlisle Inc 0.0%
Value ($000) $722 Shares 9,100 Est. Cost $55.89 Unrealized +19.9%
BP BP PLC ADR 0.0%
Value ($000) $671 Shares 13,950 Est. Cost $41.74 Unrealized
General Electric 0.0%
Value ($000) $589 Shares 22,759 Est. Cost $23.19 Unrealized
CL Colgate Palmolive 0.0%
Value ($000) $577 Shares 8,900 Est. Cost $47.90 Unrealized 0.0%
Pioneer Nat Res 0.0%
Value ($000) $505 Shares 2,700 Est. Cost $144.67 Unrealized
DIS Disney Walt Productions 0.0%
Value ($000) $496 Shares 6,200 Est. Cost $56.11 Unrealized +24.2%
Oracle Corp 0.0%
Value ($000) $409 Shares 10,000 Est. Cost $30.70 Unrealized
MCD McDonalds Corp 0.0%
Value ($000) $388 Shares 3,960 Est. Cost $71.80 Unrealized -2.1%
Schibsted A/S 0.0%
Value ($000) $382 Shares 6,150 Est. Cost $42.93 Unrealized
HTLD Heartland Express Inc 0.0%
Value ($000) $329 Shares 14,499 Est. Cost $13.77 Unrealized +51.8%
GD General Dynamics Corp 0.0%
Value ($000) $327 Shares 3,000 Est. Cost $56.44 Unrealized +41.9%
SLB Schlumberger LTD 0.0%
Value ($000) $302 Shares 3,100 Est. Cost $52.90 Unrealized +23.8%
AIG American Intl Group Inc 0.0%
Value ($000) $300 Shares 6,000 Est. Cost $32.51 Unrealized +16.5%
PGR Progressive Corp Ohio 0.0%
Value ($000) $286 Shares 11,800 Est. Cost $17.04 Unrealized +0.6%
NTRS Northern Trust Corp 0.0%
Value ($000) $284 Shares 4,334 Est. Cost $40.35 Unrealized +12.9%
TGBAX Templeton Global Bond FD 0.0%
Value ($000) $274 Shares 21,000 Est. Cost $13.05 Unrealized
MAT Mattel Inc 0.0%
Value ($000) $266 Shares 6,625 Est. Cost $44.76 Unrealized -11.3%
MRK Merck Inc 0.0%
Value ($000) $258 Shares 4,536 Est. Cost $30.02 Unrealized +19.1%
Groupe Danone 0.0%
Value ($000) $248 Shares 3,500 Est. Cost $74.93 Unrealized
PSX Phillips 66 0.0%
Value ($000) $210 Shares 2,720 Est. Cost $43.41 Unrealized +14.8%
Nielsen Holdings 0.0%
Value ($000) $205 Shares 4,600 Est. Cost $44.57 Unrealized
Berner Gruppen PFD 0.0%
Value ($000) $205 Shares 3,501 Est. Cost $58.55 Unrealized
Susquehanna Bancshrs Inc 0.0%
Value ($000) $198 Shares 17,429 Est. Cost $12.85 Unrealized
Cir SPA 0.0%
Value ($000) $189 Shares 125,000 Est. Cost $1.13 Unrealized
Hanjaya Mandala Sampoerna 0.0%
Value ($000) $182 Shares 30,000 Est. Cost $5.48 Unrealized
Centerstate BKS FLA Inc 0.0%
Value ($000) $120 Shares 11,004 Est. Cost $9.72 Unrealized
PHIYX Pimco High Yield Fun-Instl 0.0%
Value ($000) $108 Shares 11,116 Est. Cost $9.45 Unrealized
PZ Cussons PLC 0.0%
Value ($000) $88 Shares 15,000 Est. Cost $5.27 Unrealized