GARDNER RUSSO & QUINN LLC Diversified Active

CIK: 0000860643 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Nov 13, 2014

Total Value ($000): $10,623,979 (100.0% shares, 0.0% debt)

Holdings (111)

NSRGY Nestle SA-Spons ADR 10.4%
Value ($000) $1,101,482 Shares 14,981,721 Est. Cost $66.14 Unrealized
BRK/A Berkshire Hathaway Inc Cl A 9.9%
Value ($000) $1,051,466 Shares 5,082 Est. Cost $165329.39 Unrealized +20.9%
PM Philip Morris International In 8.0%
Value ($000) $855,058 Shares 10,252,495 Est. Cost $49.56 Unrealized -3.4%
WFC Wells Fargo 7.1%
Value ($000) $759,268 Shares 14,637,898 Est. Cost $27.64 Unrealized +35.3%
Mastercard Inc Cl A 6.9%
Value ($000) $736,019 Shares 9,956,963 Est. Cost $125.30 Unrealized
Heineken Holding NV 6.6%
Value ($000) $696,459 Shares 10,527,476 Est. Cost $56.68 Unrealized
SABMiller PLC 6.0%
Value ($000) $642,570 Shares 11,562,694 Est. Cost $48.17 Unrealized
Compagnie Financiere Richemont 5.6%
Value ($000) $593,999 Shares 7,243,980 Est. Cost $99.59 Unrealized
Pernod Ricard 5.5%
Value ($000) $588,162 Shares 5,194,053 Est. Cost $111.99 Unrealized
Anheuser-Busch InBev ADR 5.3%
Value ($000) $564,988 Shares 5,096,871 Est. Cost $91.53 Unrealized
Unilever NV ADR 5.0%
Value ($000) $527,649 Shares 13,297,615 Est. Cost $39.53 Unrealized
BRK/B Berkshire Hathaway Inc Cl B 3.2%
Value ($000) $339,464 Shares 2,457,392 Est. Cost $110.87 Unrealized +20.1%
Altria Group Inc 3.1%
Value ($000) $326,559 Shares 7,108,388 Est. Cost $35.00 Unrealized
British American Tobacco PLC 2.6%
Value ($000) $271,848 Shares 4,815,888 Est. Cost $51.31 Unrealized
MLM Martin Marietta Materials 2.4%
Value ($000) $254,735 Shares 1,975,609 Est. Cost $92.95 Unrealized +26.5%
BF/A Brown-Forman Corp Cl A 2.4%
Value ($000) $252,636 Shares 2,832,558 Est. Cost $17.20 Unrealized +29.5%
Comcast Corp Special Cl A 2.4%
Value ($000) $252,267 Shares 4,715,276 Est. Cost $39.71 Unrealized
Diageo PLC 2.3%
Value ($000) $249,298 Shares 8,615,112 Est. Cost $28.91 Unrealized
Scripps Networks Interactive C 0.9%
Value ($000) $99,864 Shares 1,278,832 Est. Cost $66.76 Unrealized
Diageo PLC Sponsored ADR 0.5%
Value ($000) $49,794 Shares 431,493 Est. Cost $115.21 Unrealized
JC Decaux SA ACT 0.4%
Value ($000) $46,479 Shares 1,472,010 Est. Cost $27.49 Unrealized
GHC Graham Holdings Co 0.4%
Value ($000) $46,284 Shares 66,159 Est. Cost $339.79 Unrealized +12.3%
BF/B Brown-Forman Corp Cl B 0.4%
Value ($000) $39,063 Shares 432,976 Est. Cost $22.79 Unrealized +32.4%
The Swatch Group AG-BR 0.3%
Value ($000) $30,208 Shares 63,563 Est. Cost $550.48 Unrealized
Visa Inc Cl A 0.2%
Value ($000) $24,072 Shares 112,816 Est. Cost $184.49 Unrealized
Exxon Mobil Corp 0.1%
Value ($000) $15,088 Shares 160,426 Est. Cost $90.49 Unrealized
MKL Markel Corp 0.1%
Value ($000) $11,416 Shares 17,946 Est. Cost $523.59 Unrealized +23.2%
AXP American Express 0.1%
Value ($000) $11,252 Shares 128,535 Est. Cost $60.27 Unrealized +26.9%
Swedish Match AB 0.1%
Value ($000) $10,953 Shares 337,412 Est. Cost $35.28 Unrealized
Crane 0.1%
Value ($000) $10,660 Shares 168,652 Est. Cost $59.92 Unrealized
MLKN Herman Miller Inc 0.1%
Value ($000) $10,312 Shares 345,454 Est. Cost $19.62 Unrealized +16.6%
PG Procter & Gamble 0.1%
Value ($000) $10,091 Shares 120,502 Est. Cost $55.04 Unrealized +8.5%
FMX Fomento Economico Mex Sp ADR 0.1%
Value ($000) $10,074 Shares 109,445 Est. Cost $102.70 Unrealized
KO Coca-Cola 0.1%
Value ($000) $8,753 Shares 205,187 Est. Cost $27.70 Unrealized +4.2%
DOV Dover Corp 0.1%
Value ($000) $6,138 Shares 76,406 Est. Cost $39.99 Unrealized +43.6%
Precision Castparts Corp 0.1%
Value ($000) $5,846 Shares 24,680 Est. Cost $232.02 Unrealized
HRL Hormel Foods Corp 0.1%
Value ($000) $5,707 Shares 111,053 Est. Cost $15.25 Unrealized +22.7%
CVX Chevron Corp 0.1%
Value ($000) $5,659 Shares 47,427 Est. Cost $71.30 Unrealized +10.1%
Royal Dutch Shell PLC ADR A 0.1%
Value ($000) $5,393 Shares 70,835 Est. Cost $64.41 Unrealized
ABBV AbbVie Inc 0.0%
Value ($000) $5,012 Shares 86,777 Est. Cost $26.55 Unrealized +32.5%
Goldman Sachs Group Inc 0.0%
Value ($000) $4,202 Shares 22,893 Est. Cost $151.25 Unrealized
PEP Pepsico Inc 0.0%
Value ($000) $4,039 Shares 43,389 Est. Cost $56.00 Unrealized +15.9%
Heineken NV 0.0%
Value ($000) $3,891 Shares 51,991 Est. Cost $63.62 Unrealized
JP Morgan Chase & Co WTS Exp 1 0.0%
Value ($000) $3,635 Shares 180,750 Est. Cost $16.35 Unrealized
ABT Abbott Labs 0.0%
Value ($000) $3,598 Shares 86,503 Est. Cost $28.85 Unrealized +18.3%
Wells Fargo WTS Exp 10/28/18 0.0%
Value ($000) $3,582 Shares 177,750 Est. Cost $13.67 Unrealized
Nestle SA-REG 0.0%
Value ($000) $3,037 Shares 41,310 Est. Cost $65.77 Unrealized
MKC McCormick Inc 0.0%
Value ($000) $2,860 Shares 42,755 Est. Cost $28.19 Unrealized -1.8%
MSFT Microsoft Corp 0.0%
Value ($000) $2,775 Shares 59,850 Est. Cost $26.70 Unrealized +41.0%
DANOY Danone ADR 0.0%
Value ($000) $2,714 Shares 202,710 Est. Cost $14.90 Unrealized
BIC 0.0%
Value ($000) $2,699 Shares 20,925 Est. Cost $101.97 Unrealized
Reckitt Benckiser Group PLC 0.0%
Value ($000) $2,634 Shares 30,375 Est. Cost $76.05 Unrealized
M&T Bank Corp Wts Exp 12/23/1 0.0%
Value ($000) $2,603 Shares 52,000 Est. Cost $43.03 Unrealized
Du Pont E I De Nemours 0.0%
Value ($000) $2,406 Shares 33,534 Est. Cost $52.65 Unrealized
DE Deere & Co 0.0%
Value ($000) $2,330 Shares 28,415 Est. Cost $66.85 Unrealized +3.8%
HEINY Heineken NV Spons ADR 0.0%
Value ($000) $2,042 Shares 54,562 Est. Cost $32.53 Unrealized
Praxair Inc 0.0%
Value ($000) $2,019 Shares 15,650 Est. Cost $115.15 Unrealized
Lindt & Spruengli AG - Reg 0.0%
Value ($000) $2,017 Shares 34 Est. Cost $43512.82 Unrealized
IBM I B M 0.0%
Value ($000) $1,985 Shares 10,455 Est. Cost $118.74 Unrealized -3.7%
Comcast Corp New Cl A 0.0%
Value ($000) $1,933 Shares 35,949 Est. Cost $41.76 Unrealized
PNC PNC Bank Corp 0.0%
Value ($000) $1,835 Shares 21,444 Est. Cost $47.34 Unrealized +26.4%
Eaton Vance Sr Income TR SF 0.0%
Value ($000) $1,784 Shares 274,031 Est. Cost $7.52 Unrealized
SABMiller PLC Sponsored ADR 0.0%
Value ($000) $1,740 Shares 31,310 Est. Cost $48.52 Unrealized
Anheuser-Busch InBev 0.0%
Value ($000) $1,670 Shares 15,000 Est. Cost $88.87 Unrealized
Pargesa Holding AG - B 0.0%
Value ($000) $1,659 Shares 20,850 Est. Cost $66.63 Unrealized
WMT Wal Mart Stores Inc 0.0%
Value ($000) $1,587 Shares 20,759 Est. Cost $19.98 Unrealized +1.6%
BTI British Amern Tob PLC ADR 0.0%
Value ($000) $1,583 Shares 13,999 Est. Cost $105.40 Unrealized
CFRUY CIE Financiere Richemont-Unsp 0.0%
Value ($000) $1,549 Shares 188,875 Est. Cost $8.86 Unrealized
BB&T Corp 0.0%
Value ($000) $1,548 Shares 41,599 Est. Cost $33.89 Unrealized
Pernod-Ricard SA-Unspon ADR 0.0%
Value ($000) $1,541 Shares 68,050 Est. Cost $22.45 Unrealized
Unilever NV 0.0%
Value ($000) $1,414 Shares 35,500 Est. Cost $39.65 Unrealized
A P Moller-Maersk A/S 0.0%
Value ($000) $1,348 Shares 583 Est. Cost $3208.82 Unrealized
Loreal SA 0.0%
Value ($000) $1,146 Shares 7,220 Est. Cost $170.79 Unrealized
Swiss Helvetia FD Inc 0.0%
Value ($000) $962 Shares 71,097 Est. Cost $12.89 Unrealized
BAC Bank Amer Corp 0.0%
Value ($000) $844 Shares 49,500 Est. Cost $10.03 Unrealized +25.4%
Lamar Advertising Cl A 0.0%
Value ($000) $756 Shares 15,360 Est. Cost $43.88 Unrealized
FULT Fulton Finl Corp 0.0%
Value ($000) $717 Shares 64,688 Est. Cost $7.19 Unrealized +6.1%
Conocophillips 0.0%
Value ($000) $716 Shares 9,356 Est. Cost $60.52 Unrealized
Costco Whsl Corp 0.0%
Value ($000) $709 Shares 5,655 Est. Cost $110.68 Unrealized
Chicago Bridge & Iron Co NV 0.0%
Value ($000) $696 Shares 12,025 Est. Cost $67.80 Unrealized
DIS Disney Walt Productions 0.0%
Value ($000) $588 Shares 6,600 Est. Cost $57.16 Unrealized +38.8%
Pioneer Nat Res 0.0%
Value ($000) $532 Shares 2,700 Est. Cost $144.67 Unrealized
Google Inc Cl A 0.0%
Value ($000) $520 Shares 884 Est. Cost $880.01 Unrealized
PGR Progressive Corp Ohio 0.0%
Value ($000) $509 Shares 20,133 Est. Cost $17.34 Unrealized +1.9%
Google Inc Cl C 0.0%
Value ($000) $502 Shares 869 Est. Cost $575.67 Unrealized
Oracle Corp 0.0%
Value ($000) $383 Shares 10,000 Est. Cost $30.70 Unrealized
GD General Dynamics Corp 0.0%
Value ($000) $381 Shares 3,000 Est. Cost $56.44 Unrealized +68.4%
MCD McDonalds Corp 0.0%
Value ($000) $348 Shares 3,670 Est. Cost $71.80 Unrealized -0.8%
BP BP PLC ADR 0.0%
Value ($000) $348 Shares 7,923 Est. Cost $41.74 Unrealized
HTLD Heartland Express Inc 0.0%
Value ($000) $347 Shares 14,499 Est. Cost $13.77 Unrealized +68.0%
Schibsted A/S 0.0%
Value ($000) $334 Shares 6,150 Est. Cost $42.93 Unrealized
AIG American Intl Group Inc 0.0%
Value ($000) $324 Shares 6,000 Est. Cost $32.51 Unrealized +28.6%
CSL Carlisle Inc 0.0%
Value ($000) $313 Shares 3,900 Est. Cost $55.89 Unrealized +29.0%
General Electric 0.0%
Value ($000) $299 Shares 11,663 Est. Cost $23.40 Unrealized
UNP Union Pac Corp 0.0%
Value ($000) $296 Shares 2,730 Est. Cost $74.77 Unrealized +7.4%
NTRS Northern Trust Corp 0.0%
Value ($000) $295 Shares 4,334 Est. Cost $40.35 Unrealized +23.5%
SLB Schlumberger LTD 0.0%
Value ($000) $292 Shares 2,875 Est. Cost $53.36 Unrealized +49.0%
CBS Outdoor Americas Inc 0.0%
Value ($000) $286 Shares 9,555 Est. Cost $29.93 Unrealized
TGBAX Templeton Global Bond FD 0.0%
Value ($000) $260 Shares 19,693 Est. Cost $13.05 Unrealized
MRK Merck Inc 0.0%
Value ($000) $257 Shares 4,336 Est. Cost $30.02 Unrealized +31.2%
Groupe Danone 0.0%
Value ($000) $248 Shares 3,700 Est. Cost $74.51 Unrealized
PSX Phillips 66 0.0%
Value ($000) $221 Shares 2,720 Est. Cost $43.41 Unrealized +27.0%
Nielsen NV 0.0%
Value ($000) $213 Shares 4,800 Est. Cost $44.56 Unrealized
MAT Mattel Inc 0.0%
Value ($000) $203 Shares 6,625 Est. Cost $44.76 Unrealized -21.0%
Hanjaya Mandala Sampoerna 0.0%
Value ($000) $177 Shares 30,000 Est. Cost $5.48 Unrealized
Susquehanna Bancshrs Inc 0.0%
Value ($000) $151 Shares 15,125 Est. Cost $12.85 Unrealized
Cir SPA 0.0%
Value ($000) $142 Shares 125,000 Est. Cost $1.13 Unrealized
Centerstate BKS FLA Inc 0.0%
Value ($000) $114 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) $89 Shares 15,000 Est. Cost $5.27 Unrealized
LT Group Inc 0.0%
Value ($000) $52 Shares 150,000 Est. Cost $0.34 Unrealized