GARDNER RUSSO & QUINN LLC Diversified Active

CIK: 0000860643 · Show all filings

Period: Q2 2014 (← Previous) (Next →)

Filing Date: Aug 13, 2014

Total Value ($000): $10,822,960 (100.0% shares, 0.0% debt)

Holdings (113)

NSRGY Nestle SA-Spons ADR 10.5%
Value ($000) $1,137,943 Shares 14,688,902 Est. Cost $65.99 Unrealized
BRK/A Berkshire Hathaway Inc Cl A 8.9%
Value ($000) $963,208 Shares 5,072 Est. Cost $165329.39 Unrealized +14.8%
PM Philip Morris International In 8.0%
Value ($000) $862,002 Shares 10,224,197 Est. Cost $49.56 Unrealized -2.7%
WFC Wells Fargo 7.1%
Value ($000) $769,782 Shares 14,645,771 Est. Cost $27.64 Unrealized +31.3%
Compagnie Financiere Richemont 6.8%
Value ($000) $737,826 Shares 7,031,752 Est. Cost $100.12 Unrealized
Mastercard Inc Cl A 6.7%
Value ($000) $726,598 Shares 9,889,730 Est. Cost $125.30 Unrealized
Heineken Holding NV 6.3%
Value ($000) $681,532 Shares 10,367,125 Est. Cost $56.54 Unrealized
SABMiller PLC 6.1%
Value ($000) $665,558 Shares 11,489,132 Est. Cost $48.17 Unrealized
Pernod Ricard 5.5%
Value ($000) $594,268 Shares 4,949,160 Est. Cost $111.93 Unrealized
Anheuser-Busch InBev ADR 5.3%
Value ($000) $578,989 Shares 5,037,319 Est. Cost $91.31 Unrealized
Unilever NV ADR 5.2%
Value ($000) $565,000 Shares 12,911,330 Est. Cost $39.53 Unrealized
BRK/B Berkshire Hathaway Inc Cl B 2.8%
Value ($000) $307,814 Shares 2,432,159 Est. Cost $110.64 Unrealized +14.4%
Altria Group Inc 2.8%
Value ($000) $299,166 Shares 7,133,191 Est. Cost $35.00 Unrealized
British American Tobacco PLC 2.6%
Value ($000) $283,309 Shares 4,764,040 Est. Cost $51.25 Unrealized
Diageo PLC 2.5%
Value ($000) $270,244 Shares 8,470,105 Est. Cost $28.91 Unrealized
BF/A Brown-Forman Corp Cl A 2.4%
Value ($000) $262,938 Shares 2,847,496 Est. Cost $17.20 Unrealized +28.2%
MLM Martin Marietta Materials 2.4%
Value ($000) $260,457 Shares 1,972,412 Est. Cost $92.95 Unrealized +22.9%
Comcast Corp Special Cl A 2.3%
Value ($000) $252,237 Shares 4,729,744 Est. Cost $39.71 Unrealized
Scripps Networks Interactive C 1.0%
Value ($000) $103,815 Shares 1,279,458 Est. Cost $66.76 Unrealized
JC Decaux SA ACT 0.5%
Value ($000) $54,515 Shares 1,461,150 Est. Cost $27.49 Unrealized
Diageo PLC Sponsored ADR 0.5%
Value ($000) $53,960 Shares 423,984 Est. Cost $115.21 Unrealized
GHC Graham Holdings Co 0.5%
Value ($000) $49,034 Shares 68,283 Est. Cost $339.79 Unrealized +8.3%
BF/B Brown-Forman Corp Cl B 0.4%
Value ($000) $40,706 Shares 432,258 Est. Cost $22.79 Unrealized +31.4%
The Swatch Group AG-BR 0.3%
Value ($000) $37,328 Shares 61,816 Est. Cost $552.61 Unrealized
Visa Inc Cl A 0.2%
Value ($000) $23,631 Shares 112,151 Est. Cost $184.49 Unrealized
Exxon Mobil Corp 0.1%
Value ($000) $15,521 Shares 154,166 Est. Cost $90.35 Unrealized
Crane 0.1%
Value ($000) $12,630 Shares 169,852 Est. Cost $59.92 Unrealized
AXP American Express 0.1%
Value ($000) $12,311 Shares 129,770 Est. Cost $60.27 Unrealized +26.8%
MKL Markel Corp 0.1%
Value ($000) $12,131 Shares 18,502 Est. Cost $523.59 Unrealized +20.3%
Swedish Match AB 0.1%
Value ($000) $11,777 Shares 339,362 Est. Cost $35.28 Unrealized
MLKN Herman Miller Inc 0.1%
Value ($000) $10,490 Shares 346,886 Est. Cost $19.62 Unrealized +19.6%
FMX Fomento Economico Mex Sp ADR 0.1%
Value ($000) $10,354 Shares 110,560 Est. Cost $102.70 Unrealized
PG Procter & Gamble 0.1%
Value ($000) $9,571 Shares 121,787 Est. Cost $55.04 Unrealized +5.9%
KO Coca-Cola 0.1%
Value ($000) $8,827 Shares 208,377 Est. Cost $27.70 Unrealized +1.5%
DOV Dover Corp 0.1%
Value ($000) $7,151 Shares 78,630 Est. Cost $39.99 Unrealized +42.0%
Berner Gruppen 0.1%
Value ($000) $6,648 Shares 116,554 Est. Cost $52.40 Unrealized
Royal Dutch Shell PLC ADR A 0.1%
Value ($000) $6,475 Shares 78,605 Est. Cost $64.41 Unrealized
Goldman Sachs Group Inc 0.1%
Value ($000) $6,384 Shares 38,125 Est. Cost $151.25 Unrealized
CVX Chevron Corp 0.1%
Value ($000) $6,237 Shares 47,777 Est. Cost $71.30 Unrealized +6.5%
HRL Hormel Foods Corp 0.1%
Value ($000) $5,465 Shares 110,731 Est. Cost $15.25 Unrealized +21.0%
ABBV AbbVie Inc 0.0%
Value ($000) $4,898 Shares 86,777 Est. Cost $26.55 Unrealized +24.2%
PEP Pepsico Inc 0.0%
Value ($000) $3,952 Shares 44,239 Est. Cost $56.00 Unrealized +8.8%
Wells Fargo WTS Exp 10/28/18 0.0%
Value ($000) $3,836 Shares 177,750 Est. Cost $13.67 Unrealized
Heineken NV 0.0%
Value ($000) $3,747 Shares 52,191 Est. Cost $63.62 Unrealized
ABT Abbott Labs 0.0%
Value ($000) $3,538 Shares 86,503 Est. Cost $28.85 Unrealized +9.2%
Nestle SA-REG 0.0%
Value ($000) $3,200 Shares 41,310 Est. Cost $65.77 Unrealized
MKC McCormick Inc 0.0%
Value ($000) $3,048 Shares 42,580 Est. Cost $28.19 Unrealized +1.3%
BIC 0.0%
Value ($000) $2,934 Shares 21,450 Est. Cost $101.97 Unrealized
JP Morgan Chase & Co WTS Exp 1 0.0%
Value ($000) $2,914 Shares 150,750 Est. Cost $15.60 Unrealized
DANOY Danone ADR 0.0%
Value ($000) $2,834 Shares 190,810 Est. Cost $14.99 Unrealized
Precision Castparts Corp 0.0%
Value ($000) $2,821 Shares 11,175 Est. Cost $226.16 Unrealized
DE Deere & Co 0.0%
Value ($000) $2,573 Shares 28,415 Est. Cost $66.85 Unrealized +10.9%
MSFT Microsoft Corp 0.0%
Value ($000) $2,554 Shares 61,244 Est. Cost $26.70 Unrealized +27.2%
M&T Bank Corp Wts Exp 12/23/1 0.0%
Value ($000) $2,509 Shares 50,000 Est. Cost $42.75 Unrealized
Reckitt Benckiser Group PLC 0.0%
Value ($000) $2,342 Shares 26,860 Est. Cost $74.65 Unrealized
Du Pont E I De Nemours 0.0%
Value ($000) $2,181 Shares 33,335 Est. Cost $52.65 Unrealized
Pargesa Holding AG - B 0.0%
Value ($000) $2,151 Shares 23,950 Est. Cost $66.63 Unrealized
Lindt & Spruengli AG - Reg 0.0%
Value ($000) $2,100 Shares 34 Est. Cost $43512.82 Unrealized
IBM I B M 0.0%
Value ($000) $2,095 Shares 11,555 Est. Cost $118.74 Unrealized -5.4%
Praxair Inc 0.0%
Value ($000) $2,092 Shares 15,750 Est. Cost $115.15 Unrealized
Comcast Corp New Cl A 0.0%
Value ($000) $1,930 Shares 35,949 Est. Cost $41.76 Unrealized
PNC PNC Bank Corp 0.0%
Value ($000) $1,918 Shares 21,544 Est. Cost $47.34 Unrealized +26.3%
HEINY Heineken NV Spons ADR 0.0%
Value ($000) $1,903 Shares 53,012 Est. Cost $32.39 Unrealized
Eaton Vance Sr Income TR SF 0.0%
Value ($000) $1,854 Shares 272,234 Est. Cost $7.52 Unrealized
CFRUY CIE Financiere Richemont-Unsp 0.0%
Value ($000) $1,811 Shares 172,625 Est. Cost $8.92 Unrealized
SABMiller PLC Sponsored ADR 0.0%
Value ($000) $1,754 Shares 30,285 Est. Cost $48.28 Unrealized
Anheuser-Busch InBev 0.0%
Value ($000) $1,723 Shares 15,000 Est. Cost $88.87 Unrealized
BTI British Amern Tob PLC ADR 0.0%
Value ($000) $1,643 Shares 13,799 Est. Cost $105.29 Unrealized
BB&T Corp 0.0%
Value ($000) $1,630 Shares 41,336 Est. Cost $33.89 Unrealized
WMT Wal Mart Stores Inc 0.0%
Value ($000) $1,577 Shares 21,009 Est. Cost $19.98 Unrealized +2.7%
Unilever NV 0.0%
Value ($000) $1,553 Shares 35,500 Est. Cost $39.65 Unrealized
Pernod-Ricard SA-Unspon ADR 0.0%
Value ($000) $1,514 Shares 63,025 Est. Cost $22.44 Unrealized
A P Moller-Maersk A/S 0.0%
Value ($000) $1,386 Shares 589 Est. Cost $3208.82 Unrealized
Loreal SA 0.0%
Value ($000) $1,227 Shares 7,120 Est. Cost $170.96 Unrealized
Lamar Advertising Cl A 0.0%
Value ($000) $1,155 Shares 21,785 Est. Cost $43.88 Unrealized
NHST Media Group 0.0%
Value ($000) $1,128 Shares 19,772 Est. Cost $65.50 Unrealized
Swiss Helvetia FD Inc 0.0%
Value ($000) $1,036 Shares 71,097 Est. Cost $12.89 Unrealized
FULT Fulton Finl Corp 0.0%
Value ($000) $995 Shares 80,298 Est. Cost $7.19 Unrealized +10.8%
Conocophillips 0.0%
Value ($000) $889 Shares 10,373 Est. Cost $60.52 Unrealized
Chicago Bridge & Iron Co NV 0.0%
Value ($000) $871 Shares 12,775 Est. Cost $67.80 Unrealized
CSL Carlisle Inc 0.0%
Value ($000) $788 Shares 9,100 Est. Cost $55.89 Unrealized +28.5%
BAC Bank Amer Corp 0.0%
Value ($000) $761 Shares 49,500 Est. Cost $10.03 Unrealized +22.1%
Costco Whsl Corp 0.0%
Value ($000) $651 Shares 5,655 Est. Cost $110.68 Unrealized
Pioneer Nat Res 0.0%
Value ($000) $620 Shares 2,700 Est. Cost $144.67 Unrealized
Google Inc Cl A 0.0%
Value ($000) $600 Shares 1,026 Est. Cost $880.01 Unrealized
Google Inc Cl C 0.0%
Value ($000) $582 Shares 1,011 Est. Cost $575.67 Unrealized
DIS Disney Walt Productions 0.0%
Value ($000) $566 Shares 6,600 Est. Cost $57.16 Unrealized +28.5%
PGR Progressive Corp Ohio 0.0%
Value ($000) $511 Shares 20,133 Est. Cost $17.34 Unrealized +2.5%
BP BP PLC ADR 0.0%
Value ($000) $418 Shares 7,923 Est. Cost $41.74 Unrealized
Oracle Corp 0.0%
Value ($000) $405 Shares 10,000 Est. Cost $30.70 Unrealized
MCD McDonalds Corp 0.0%
Value ($000) $370 Shares 3,670 Est. Cost $71.80 Unrealized +4.2%
GD General Dynamics Corp 0.0%
Value ($000) $350 Shares 3,000 Est. Cost $56.44 Unrealized +56.9%
SLB Schlumberger LTD 0.0%
Value ($000) $333 Shares 2,825 Est. Cost $52.90 Unrealized +41.5%
AIG American Intl Group Inc 0.0%
Value ($000) $327 Shares 6,000 Est. Cost $32.51 Unrealized +24.3%
Schibsted A/S 0.0%
Value ($000) $320 Shares 6,150 Est. Cost $42.93 Unrealized
HTLD Heartland Express Inc 0.0%
Value ($000) $309 Shares 14,499 Est. Cost $13.77 Unrealized +57.1%
General Electric 0.0%
Value ($000) $280 Shares 10,663 Est. Cost $23.19 Unrealized
NTRS Northern Trust Corp 0.0%
Value ($000) $278 Shares 4,334 Est. Cost $40.35 Unrealized +12.7%
UNP Union Pac Corp 0.0%
Value ($000) $272 Shares 2,730 Est. Cost $74.77 Unrealized 0.0%
TGBAX Templeton Global Bond FD 0.0%
Value ($000) $262 Shares 19,684 Est. Cost $13.05 Unrealized
Groupe Danone 0.0%
Value ($000) $260 Shares 3,500 Est. Cost $74.93 Unrealized
MAT Mattel Inc 0.0%
Value ($000) $258 Shares 6,625 Est. Cost $44.76 Unrealized -13.3%
MRK Merck Inc 0.0%
Value ($000) $254 Shares 4,386 Est. Cost $30.02 Unrealized +26.5%
Nielsen NV 0.0%
Value ($000) $223 Shares 4,600 Est. Cost $44.57 Unrealized
PSX Phillips 66 0.0%
Value ($000) $219 Shares 2,720 Est. Cost $43.41 Unrealized +24.8%
Monsanto 0.0%
Value ($000) $212 Shares 1,700 Est. Cost $124.71 Unrealized
Cir SPA 0.0%
Value ($000) $188 Shares 125,000 Est. Cost $1.13 Unrealized
Susquehanna Bancshrs Inc 0.0%
Value ($000) $179 Shares 16,965 Est. Cost $12.85 Unrealized
Hanjaya Mandala Sampoerna 0.0%
Value ($000) $170 Shares 30,000 Est. Cost $5.48 Unrealized
Centerstate BKS FLA Inc 0.0%
Value ($000) $123 Shares 11,004 Est. Cost $9.72 Unrealized
PHIYX Pimco High Yield Fun-Instl 0.0%
Value ($000) $109 Shares 11,116 Est. Cost $9.45 Unrealized
PZ Cussons PLC 0.0%
Value ($000) $89 Shares 15,000 Est. Cost $5.27 Unrealized
LT Group Inc 0.0%
Value ($000) $25 Shares 75,000 Est. Cost $0.33 Unrealized