GARDNER RUSSO & QUINN LLC Diversified Active

CIK: 0000860643 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: May 14, 2015

Total Value ($000): $11,127,171 (100.0% shares, 0.0% debt)

Holdings (110)

NSRGY Nestle SA-Spons ADR 10.6%
Value ($000) $1,180,660 Shares 15,623,641 Est. Cost $66.47 Unrealized
BRK/A Berkshire Hathaway Inc Cl A 9.9%
Value ($000) $1,101,420 Shares 5,064 Est. Cost $165329.39 Unrealized +33.7%
Mastercard Inc Cl A 7.8%
Value ($000) $865,670 Shares 10,020,489 Est. Cost $125.30 Unrealized
WFC Wells Fargo 7.2%
Value ($000) $798,679 Shares 14,681,593 Est. Cost $27.64 Unrealized +44.1%
PM Philip Morris International In 6.8%
Value ($000) $760,361 Shares 10,093,731 Est. Cost $49.51 Unrealized -4.9%
Heineken Holding NV 6.7%
Value ($000) $746,514 Shares 10,843,664 Est. Cost $56.93 Unrealized
Compagnie Financiere Richemont 5.9%
Value ($000) $656,167 Shares 8,139,652 Est. Cost $98.26 Unrealized
Pernod Ricard 5.8%
Value ($000) $646,752 Shares 5,467,006 Est. Cost $112.18 Unrealized
Anheuser-Busch InBev ADR 5.7%
Value ($000) $632,456 Shares 5,187,889 Est. Cost $91.53 Unrealized
SABMiller PLC 5.6%
Value ($000) $622,871 Shares 11,852,678 Est. Cost $48.24 Unrealized
Unilever NV ADR 5.3%
Value ($000) $592,075 Shares 14,178,046 Est. Cost $39.53 Unrealized
BRK/B Berkshire Hathaway Inc Cl B 3.2%
Value ($000) $356,277 Shares 2,468,657 Est. Cost $110.87 Unrealized +32.7%
Altria Group Inc 2.9%
Value ($000) $327,879 Shares 6,554,948 Est. Cost $35.00 Unrealized
MLM Martin Marietta Materials 2.6%
Value ($000) $290,586 Shares 2,078,583 Est. Cost $93.85 Unrealized +25.7%
British American Tobacco PLC 2.3%
Value ($000) $258,242 Shares 4,986,657 Est. Cost $51.36 Unrealized
BF/A Brown-Forman Corp Cl A 2.3%
Value ($000) $254,838 Shares 2,807,200 Est. Cost $17.20 Unrealized +29.4%
Diageo PLC 2.3%
Value ($000) $250,770 Shares 9,084,513 Est. Cost $28.85 Unrealized
Comcast Corp Special Cl A 2.3%
Value ($000) $250,509 Shares 4,468,193 Est. Cost $39.71 Unrealized
Scripps Networks Interactive C 0.8%
Value ($000) $87,522 Shares 1,276,570 Est. Cost $66.79 Unrealized
JC Decaux SA ACT 0.7%
Value ($000) $78,405 Shares 2,325,297 Est. Cost $29.77 Unrealized
Diageo PLC Sponsored ADR 0.5%
Value ($000) $51,033 Shares 461,545 Est. Cost $114.93 Unrealized
BF/B Brown-Forman Corp Cl B 0.4%
Value ($000) $42,191 Shares 466,975 Est. Cost $23.39 Unrealized +27.4%
The Swatch Group AG-BR 0.3%
Value ($000) $32,277 Shares 76,075 Est. Cost $532.83 Unrealized
Visa Inc Cl A 0.3%
Value ($000) $30,007 Shares 458,760 Est. Cost $95.47 Unrealized
Exxon Mobil Corp 0.1%
Value ($000) $13,966 Shares 164,305 Est. Cost $90.42 Unrealized
MKL Markel Corp 0.1%
Value ($000) $12,493 Shares 16,247 Est. Cost $523.59 Unrealized +38.1%
Crane 0.1%
Value ($000) $10,482 Shares 167,952 Est. Cost $59.92 Unrealized
FMX Fomento Economico Mex Sp ADR 0.1%
Value ($000) $10,074 Shares 107,745 Est. Cost $102.70 Unrealized
AXP American Express 0.1%
Value ($000) $9,999 Shares 127,994 Est. Cost $60.27 Unrealized +17.8%
Swedish Match AB 0.1%
Value ($000) $9,345 Shares 317,774 Est. Cost $35.28 Unrealized
MLKN Herman Miller Inc 0.1%
Value ($000) $8,983 Shares 323,604 Est. Cost $19.62 Unrealized +14.6%
PG Procter & Gamble 0.1%
Value ($000) $8,947 Shares 109,187 Est. Cost $55.04 Unrealized +15.5%
KO Coca-Cola 0.1%
Value ($000) $8,089 Shares 199,492 Est. Cost $27.70 Unrealized +6.9%
Precision Castparts Corp 0.1%
Value ($000) $6,589 Shares 31,375 Est. Cost $227.33 Unrealized
HRL Hormel Foods Corp 0.1%
Value ($000) $6,052 Shares 106,451 Est. Cost $15.25 Unrealized +38.8%
ABBV AbbVie Inc 0.0%
Value ($000) $5,076 Shares 86,718 Est. Cost $26.55 Unrealized +46.3%
DOV Dover Corp 0.0%
Value ($000) $5,053 Shares 73,106 Est. Cost $39.99 Unrealized +18.7%
CVX Chevron Corp 0.0%
Value ($000) $4,440 Shares 42,293 Est. Cost $71.30 Unrealized -6.2%
Royal Dutch Shell PLC ADR A 0.0%
Value ($000) $4,224 Shares 70,815 Est. Cost $64.36 Unrealized
JP Morgan Chase & Co WTS Exp 1 0.0%
Value ($000) $3,978 Shares 180,750 Est. Cost $16.35 Unrealized
Heineken NV 0.0%
Value ($000) $3,966 Shares 51,991 Est. Cost $63.62 Unrealized
ABT Abbott Labs 0.0%
Value ($000) $3,957 Shares 85,400 Est. Cost $28.85 Unrealized +29.7%
PEP Pepsico Inc 0.0%
Value ($000) $3,915 Shares 40,941 Est. Cost $56.00 Unrealized +24.5%
Wells Fargo WTS Exp 10/28/18 0.0%
Value ($000) $3,642 Shares 177,750 Est. Cost $13.67 Unrealized
M&T Bank Corp Wts Exp 12/23/1 0.0%
Value ($000) $3,544 Shares 67,500 Est. Cost $45.09 Unrealized
MKC McCormick Inc 0.0%
Value ($000) $3,297 Shares 42,755 Est. Cost $28.19 Unrealized +7.0%
Nestle SA-REG 0.0%
Value ($000) $3,122 Shares 41,310 Est. Cost $67.33 Unrealized
BIC 0.0%
Value ($000) $2,864 Shares 20,125 Est. Cost $101.97 Unrealized
GHC Graham Holdings Co 0.0%
Value ($000) $2,792 Shares 2,660 Est. Cost $339.79 Unrealized +55.5%
DANOY Danone ADR 0.0%
Value ($000) $2,765 Shares 205,580 Est. Cost $14.87 Unrealized
Reckitt Benckiser Group PLC 0.0%
Value ($000) $2,656 Shares 30,852 Est. Cost $76.19 Unrealized
Du Pont E I De Nemours 0.0%
Value ($000) $2,633 Shares 36,834 Est. Cost $54.50 Unrealized
MSFT Microsoft Corp 0.0%
Value ($000) $2,214 Shares 54,450 Est. Cost $26.70 Unrealized +39.5%
Lindt & Spruengli AG - Reg 0.0%
Value ($000) $2,153 Shares 34 Est. Cost $43512.82 Unrealized
Goldman Sachs Group Inc 0.0%
Value ($000) $2,029 Shares 10,793 Est. Cost $151.25 Unrealized
HEINY Heineken NV Spons ADR 0.0%
Value ($000) $1,990 Shares 52,162 Est. Cost $32.53 Unrealized
Anheuser-Busch InBev 0.0%
Value ($000) $1,833 Shares 15,000 Est. Cost $88.87 Unrealized
Eaton Vance Sr Income TR SF 0.0%
Value ($000) $1,809 Shares 277,942 Est. Cost $7.52 Unrealized
Comcast Corp New Cl A 0.0%
Value ($000) $1,806 Shares 31,976 Est. Cost $41.76 Unrealized
PNC PNC Bank Corp 0.0%
Value ($000) $1,706 Shares 18,294 Est. Cost $47.34 Unrealized +35.8%
WMT Wal Mart Stores Inc 0.0%
Value ($000) $1,647 Shares 20,024 Est. Cost $19.98 Unrealized +15.3%
BB&T Corp 0.0%
Value ($000) $1,642 Shares 42,122 Est. Cost $33.89 Unrealized
SABMiller PLC Sponsored ADR 0.0%
Value ($000) $1,611 Shares 30,650 Est. Cost $48.61 Unrealized
CFRUY CIE Financiere Richemont-Unsp 0.0%
Value ($000) $1,596 Shares 198,000 Est. Cost $8.82 Unrealized
Unilever NV 0.0%
Value ($000) $1,567 Shares 37,500 Est. Cost $39.64 Unrealized
Pernod-Ricard SA-Unspon ADR 0.0%
Value ($000) $1,556 Shares 65,775 Est. Cost $22.48 Unrealized
IBM I B M 0.0%
Value ($000) $1,533 Shares 9,549 Est. Cost $118.74 Unrealized -18.8%
Pargesa Holding AG - B 0.0%
Value ($000) $1,425 Shares 20,250 Est. Cost $66.63 Unrealized
Praxair Inc 0.0%
Value ($000) $1,419 Shares 11,750 Est. Cost $115.15 Unrealized
Loreal SA 0.0%
Value ($000) $1,283 Shares 6,970 Est. Cost $170.79 Unrealized
A P Moller-Maersk A/S 0.0%
Value ($000) $1,160 Shares 571 Est. Cost $3208.82 Unrealized
LAMR Lamar Advertising Co-A 0.0%
Value ($000) $1,053 Shares 17,760 Est. Cost $54.56 Unrealized
Costco Whsl Corp 0.0%
Value ($000) $857 Shares 5,655 Est. Cost $110.68 Unrealized
BAC Bank Amer Corp 0.0%
Value ($000) $786 Shares 51,100 Est. Cost $10.11 Unrealized +26.2%
BTI British Amern Tob PLC ADR 0.0%
Value ($000) $732 Shares 7,050 Est. Cost $105.40 Unrealized
Google Inc Cl A 0.0%
Value ($000) $684 Shares 1,233 Est. Cost $781.69 Unrealized
Google Inc Cl C 0.0%
Value ($000) $640 Shares 1,168 Est. Cost $562.94 Unrealized
FULT Fulton Finl Corp 0.0%
Value ($000) $625 Shares 50,688 Est. Cost $7.19 Unrealized +11.1%
Chicago Bridge & Iron Co NV 0.0%
Value ($000) $528 Shares 10,725 Est. Cost $67.80 Unrealized
DIS Disney Walt Productions 0.0%
Value ($000) $509 Shares 4,850 Est. Cost $57.16 Unrealized +60.7%
Conocophillips 0.0%
Value ($000) $485 Shares 7,788 Est. Cost $60.52 Unrealized
Outfront Media Inc 0.0%
Value ($000) $462 Shares 15,428 Est. Cost $27.42 Unrealized
Pioneer Nat Res 0.0%
Value ($000) $441 Shares 2,700 Est. Cost $144.67 Unrealized
Oracle Corp 0.0%
Value ($000) $432 Shares 10,000 Est. Cost $30.70 Unrealized
Schibsted A/S 0.0%
Value ($000) $357 Shares 6,150 Est. Cost $42.93 Unrealized
MCD McDonalds Corp 0.0%
Value ($000) $355 Shares 3,645 Est. Cost $71.80 Unrealized +0.5%
Mylan NV 0.0%
Value ($000) $347 Shares 5,850 Est. Cost $59.32 Unrealized
HTLD Heartland Express Inc 0.0%
Value ($000) $344 Shares 14,499 Est. Cost $13.77 Unrealized +84.1%
AIG American Intl Group Inc 0.0%
Value ($000) $329 Shares 6,000 Est. Cost $32.51 Unrealized +26.8%
CSL Carlisle Inc 0.0%
Value ($000) $324 Shares 3,500 Est. Cost $55.89 Unrealized +43.7%
BP BP PLC ADR 0.0%
Value ($000) $306 Shares 7,831 Est. Cost $41.74 Unrealized
UNP Union Pac Corp 0.0%
Value ($000) $296 Shares 2,730 Est. Cost $74.77 Unrealized +22.8%
General Electric 0.0%
Value ($000) $262 Shares 10,546 Est. Cost $23.40 Unrealized
Groupe Danone 0.0%
Value ($000) $249 Shares 3,700 Est. Cost $74.51 Unrealized
WABCO Holdings Inc 0.0%
Value ($000) $238 Shares 1,936 Est. Cost $122.93 Unrealized
GD General Dynamics Corp 0.0%
Value ($000) $238 Shares 1,750 Est. Cost $56.44 Unrealized +92.0%
SLB Schlumberger LTD 0.0%
Value ($000) $236 Shares 2,825 Est. Cost $53.36 Unrealized +14.9%
Nielsen NV 0.0%
Value ($000) $227 Shares 5,100 Est. Cost $44.56 Unrealized
MRK Merck Inc 0.0%
Value ($000) $220 Shares 3,836 Est. Cost $30.02 Unrealized +34.3%
Alleghany Corp 0.0%
Value ($000) $205 Shares 421 Est. Cost $486.94 Unrealized
TGBAX Templeton Global Bond FD 0.0%
Value ($000) $204 Shares 16,512 Est. Cost $13.05 Unrealized
Susquehanna Bancshrs Inc 0.0%
Value ($000) $192 Shares 14,000 Est. Cost $12.85 Unrealized
Hanjaya Mandala Sampoerna 0.0%
Value ($000) $169 Shares 30,000 Est. Cost $5.48 Unrealized
Bollore 0.0%
Value ($000) $160 Shares 30,000 Est. Cost $4.57 Unrealized
Cir SPA 0.0%
Value ($000) $146 Shares 125,000 Est. Cost $1.13 Unrealized
Centerstate BKS FLA Inc 0.0%
Value ($000) $131 Shares 11,004 Est. Cost $9.72 Unrealized
PHIYX Pimco High Yield Fun-Instl 0.0%
Value ($000) $103 Shares 11,116 Est. Cost $9.45 Unrealized
Indivior PLC 0.0%
Value ($000) $85 Shares 30,207 Est. Cost $2.34 Unrealized
PZ Cussons PLC 0.0%
Value ($000) $76 Shares 15,000 Est. Cost $5.27 Unrealized
LT Group Inc 0.0%
Value ($000) $55 Shares 150,000 Est. Cost $0.34 Unrealized