GARDNER RUSSO & QUINN LLC Diversified Active

CIK: 0000860643 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Aug 11, 2015

Total Value ($000): $11,379,222 (100.0% shares, 0.0% debt)

Holdings (109)

NSRGY Nestle SA-Spons ADR 10.1%
Value ($000) $1,144,275 Shares 15,842,688 Est. Cost $66.55 Unrealized
BRK/A Berkshire Hathaway Inc Cl A 9.2%
Value ($000) $1,045,145 Shares 5,102 Est. Cost $165329.39 Unrealized +29.8%
Mastercard Inc Cl A 8.2%
Value ($000) $937,808 Shares 10,032,175 Est. Cost $125.30 Unrealized
PM Philip Morris International In 7.3%
Value ($000) $836,039 Shares 10,428,329 Est. Cost $49.47 Unrealized -2.3%
WFC Wells Fargo 7.3%
Value ($000) $825,325 Shares 14,675,054 Est. Cost $27.64 Unrealized +49.7%
Heineken Holding NV 6.7%
Value ($000) $764,770 Shares 10,903,597 Est. Cost $56.93 Unrealized
Compagnie Financiere Richemont 6.0%
Value ($000) $681,834 Shares 8,378,806 Est. Cost $97.78 Unrealized
Pernod Ricard 5.7%
Value ($000) $643,383 Shares 5,573,710 Est. Cost $112.24 Unrealized
SABMiller PLC 5.5%
Value ($000) $629,268 Shares 12,110,171 Est. Cost $48.32 Unrealized
Anheuser-Busch InBev ADR 5.5%
Value ($000) $628,100 Shares 5,205,103 Est. Cost $91.53 Unrealized
Unilever NV ADR 5.3%
Value ($000) $599,752 Shares 14,334,418 Est. Cost $39.56 Unrealized
BRK/B Berkshire Hathaway Inc Cl B 3.0%
Value ($000) $336,537 Shares 2,472,536 Est. Cost $110.87 Unrealized +28.6%
Altria Group Inc 2.8%
Value ($000) $317,918 Shares 6,500,066 Est. Cost $35.00 Unrealized
BF/A Brown-Forman Corp Cl A 2.7%
Value ($000) $302,920 Shares 2,718,726 Est. Cost $17.20 Unrealized +43.5%
MLM Martin Marietta Materials 2.6%
Value ($000) $296,663 Shares 2,096,408 Est. Cost $93.85 Unrealized +43.0%
Diageo PLC 2.4%
Value ($000) $268,584 Shares 9,276,448 Est. Cost $28.85 Unrealized
British American Tobacco PLC 2.4%
Value ($000) $267,641 Shares 4,983,288 Est. Cost $51.36 Unrealized
Comcast Corp Special Cl A 2.2%
Value ($000) $249,615 Shares 4,164,417 Est. Cost $39.71 Unrealized
JC Decaux SA ACT 1.1%
Value ($000) $119,709 Shares 2,870,395 Est. Cost $32.03 Unrealized
Scripps Networks Interactive C 0.7%
Value ($000) $82,740 Shares 1,265,716 Est. Cost $66.79 Unrealized
Diageo PLC Sponsored ADR 0.5%
Value ($000) $53,936 Shares 464,807 Est. Cost $114.93 Unrealized
BF/B Brown-Forman Corp Cl B 0.5%
Value ($000) $51,836 Shares 517,433 Est. Cost $24.18 Unrealized +30.2%
The Swatch Group AG-BR 0.4%
Value ($000) $40,912 Shares 105,010 Est. Cost $493.36 Unrealized
Visa Inc Cl A 0.3%
Value ($000) $36,471 Shares 543,124 Est. Cost $91.07 Unrealized
Exxon Mobil Corp 0.1%
Value ($000) $13,600 Shares 163,466 Est. Cost $90.42 Unrealized
MKL Markel Corp 0.1%
Value ($000) $12,913 Shares 16,128 Est. Cost $523.59 Unrealized +48.5%
AXP American Express 0.1%
Value ($000) $11,898 Shares 153,088 Est. Cost $61.55 Unrealized +10.6%
FMX Fomento Economico Mex Sp ADR 0.1%
Value ($000) $11,318 Shares 127,035 Est. Cost $100.63 Unrealized
Crane 0.1%
Value ($000) $9,734 Shares 165,742 Est. Cost $59.92 Unrealized
MLKN Herman Miller Inc 0.1%
Value ($000) $9,245 Shares 319,577 Est. Cost $19.62 Unrealized +11.9%
Swedish Match AB 0.1%
Value ($000) $8,942 Shares 314,674 Est. Cost $35.28 Unrealized
KO Coca-Cola 0.1%
Value ($000) $8,924 Shares 227,487 Est. Cost $27.86 Unrealized +4.2%
PG Procter & Gamble 0.1%
Value ($000) $8,072 Shares 103,172 Est. Cost $55.04 Unrealized +8.9%
Precision Castparts Corp 0.1%
Value ($000) $6,289 Shares 31,465 Est. Cost $227.33 Unrealized
DANOY Danone ADR 0.1%
Value ($000) $6,091 Shares 471,330 Est. Cost $13.77 Unrealized
HRL Hormel Foods Corp 0.1%
Value ($000) $5,962 Shares 105,769 Est. Cost $15.25 Unrealized +44.2%
ABBV AbbVie Inc 0.1%
Value ($000) $5,827 Shares 86,718 Est. Cost $26.55 Unrealized +59.4%
DOV Dover Corp 0.0%
Value ($000) $5,067 Shares 72,206 Est. Cost $39.99 Unrealized +23.3%
JP Morgan Chase & Co WTS Exp 1 0.0%
Value ($000) $4,969 Shares 200,750 Est. Cost $17.19 Unrealized
Wells Fargo WTS Exp 10/28/18 0.0%
Value ($000) $4,560 Shares 202,750 Est. Cost $14.76 Unrealized
ABT Abbott Labs 0.0%
Value ($000) $4,191 Shares 85,400 Est. Cost $28.85 Unrealized +36.4%
Royal Dutch Shell PLC ADR A 0.0%
Value ($000) $4,070 Shares 71,385 Est. Cost $64.36 Unrealized
CVX Chevron Corp 0.0%
Value ($000) $4,049 Shares 41,973 Est. Cost $71.30 Unrealized -6.8%
Heineken NV 0.0%
Value ($000) $3,792 Shares 49,991 Est. Cost $63.62 Unrealized
PEP Pepsico Inc 0.0%
Value ($000) $3,723 Shares 39,892 Est. Cost $56.00 Unrealized +23.8%
M&T Bank Corp Wts Exp 12/23/1 0.0%
Value ($000) $3,519 Shares 67,600 Est. Cost $45.09 Unrealized
MKC McCormick Inc 0.0%
Value ($000) $3,441 Shares 42,505 Est. Cost $28.19 Unrealized +12.8%
BIC 0.0%
Value ($000) $3,187 Shares 20,000 Est. Cost $101.97 Unrealized
Nestle SA-REG 0.0%
Value ($000) $2,984 Shares 41,310 Est. Cost $67.33 Unrealized
Reckitt Benckiser Group PLC 0.0%
Value ($000) $2,668 Shares 30,917 Est. Cost $76.19 Unrealized
MSFT Microsoft Corp 0.0%
Value ($000) $2,404 Shares 54,450 Est. Cost $26.70 Unrealized +47.1%
Du Pont E I De Nemours 0.0%
Value ($000) $2,369 Shares 37,048 Est. Cost $54.50 Unrealized
Outfront Media Inc 0.0%
Value ($000) $2,268 Shares 89,847 Est. Cost $25.62 Unrealized
Goldman Sachs Group Inc 0.0%
Value ($000) $2,170 Shares 10,393 Est. Cost $151.25 Unrealized
Lindt & Spruengli AG - Reg 0.0%
Value ($000) $2,065 Shares 33 Est. Cost $43512.82 Unrealized
Comcast Corp New Cl A 0.0%
Value ($000) $1,920 Shares 31,926 Est. Cost $41.76 Unrealized
HEINY Heineken NV Spons ADR 0.0%
Value ($000) $1,909 Shares 50,337 Est. Cost $32.53 Unrealized
Anheuser-Busch InBev 0.0%
Value ($000) $1,797 Shares 15,000 Est. Cost $88.87 Unrealized
Eaton Vance Sr Income TR SF 0.0%
Value ($000) $1,738 Shares 279,947 Est. Cost $7.52 Unrealized
PNC PNC Bank Corp 0.0%
Value ($000) $1,716 Shares 17,944 Est. Cost $47.34 Unrealized +43.0%
BB&T Corp 0.0%
Value ($000) $1,709 Shares 42,408 Est. Cost $33.89 Unrealized
SABMiller PLC Sponsored ADR 0.0%
Value ($000) $1,590 Shares 30,600 Est. Cost $48.61 Unrealized
CFRUY CIE Financiere Richemont-Unsp 0.0%
Value ($000) $1,565 Shares 192,350 Est. Cost $8.82 Unrealized
Unilever NV 0.0%
Value ($000) $1,561 Shares 37,500 Est. Cost $39.64 Unrealized
IBM I B M 0.0%
Value ($000) $1,549 Shares 9,524 Est. Cost $118.74 Unrealized -13.3%
Pernod-Ricard SA-Unspon ADR 0.0%
Value ($000) $1,461 Shares 63,275 Est. Cost $22.48 Unrealized
Praxair Inc 0.0%
Value ($000) $1,384 Shares 11,575 Est. Cost $115.15 Unrealized
WMT Wal Mart Stores Inc 0.0%
Value ($000) $1,381 Shares 19,474 Est. Cost $19.98 Unrealized +4.5%
Pargesa Holding AG - B 0.0%
Value ($000) $1,363 Shares 20,250 Est. Cost $66.63 Unrealized
Loreal SA 0.0%
Value ($000) $1,141 Shares 6,400 Est. Cost $170.79 Unrealized
LAMR Lamar Advertising Co-A 0.0%
Value ($000) $994 Shares 17,285 Est. Cost $54.56 Unrealized
A P Moller-Maersk A/S 0.0%
Value ($000) $972 Shares 554 Est. Cost $3208.82 Unrealized
BAC Bank Amer Corp 0.0%
Value ($000) $870 Shares 51,100 Est. Cost $10.11 Unrealized +29.9%
Costco Whsl Corp 0.0%
Value ($000) $764 Shares 5,655 Est. Cost $110.68 Unrealized
BTI British Amern Tob PLC ADR 0.0%
Value ($000) $750 Shares 6,925 Est. Cost $105.40 Unrealized
Google Inc Cl A 0.0%
Value ($000) $666 Shares 1,233 Est. Cost $781.69 Unrealized
Google Inc Cl C 0.0%
Value ($000) $608 Shares 1,168 Est. Cost $562.94 Unrealized
DIS Disney Walt Productions 0.0%
Value ($000) $554 Shares 4,850 Est. Cost $57.16 Unrealized +74.9%
Chicago Bridge & Iron Co NV 0.0%
Value ($000) $529 Shares 10,575 Est. Cost $67.80 Unrealized
FULT Fulton Finl Corp 0.0%
Value ($000) $484 Shares 37,030 Est. Cost $7.19 Unrealized +18.5%
Conocophillips 0.0%
Value ($000) $448 Shares 7,288 Est. Cost $60.52 Unrealized
Mylan NV 0.0%
Value ($000) $397 Shares 5,850 Est. Cost $59.32 Unrealized
Pioneer Nat Res 0.0%
Value ($000) $374 Shares 2,700 Est. Cost $144.67 Unrealized
AIG American Intl Group Inc 0.0%
Value ($000) $371 Shares 6,000 Est. Cost $32.51 Unrealized +40.0%
CSL Carlisle Inc 0.0%
Value ($000) $350 Shares 3,500 Est. Cost $55.89 Unrealized +53.4%
MCD McDonalds Corp 0.0%
Value ($000) $347 Shares 3,645 Est. Cost $71.80 Unrealized +3.3%
BP BP PLC ADR 0.0%
Value ($000) $312 Shares 7,814 Est. Cost $41.74 Unrealized
Oracle Corp 0.0%
Value ($000) $302 Shares 7,500 Est. Cost $30.70 Unrealized
General Electric 0.0%
Value ($000) $280 Shares 10,546 Est. Cost $23.40 Unrealized
HTLD Heartland Express Inc 0.0%
Value ($000) $253 Shares 12,499 Est. Cost $13.77 Unrealized +55.8%
Nielsen NV 0.0%
Value ($000) $244 Shares 5,450 Est. Cost $44.57 Unrealized
Groupe Danone 0.0%
Value ($000) $239 Shares 3,700 Est. Cost $74.51 Unrealized
UNP Union Pac Corp 0.0%
Value ($000) $239 Shares 2,510 Est. Cost $74.77 Unrealized +9.6%
GD General Dynamics Corp 0.0%
Value ($000) $227 Shares 1,600 Est. Cost $56.44 Unrealized +95.4%
GHC Graham Holdings Co 0.0%
Value ($000) $218 Shares 203 Est. Cost $339.79 Unrealized +67.2%
SLB Schlumberger LTD 0.0%
Value ($000) $218 Shares 2,525 Est. Cost $53.36 Unrealized +25.1%
MRK Merck Inc 0.0%
Value ($000) $218 Shares 3,836 Est. Cost $30.02 Unrealized +34.0%
WABCO Holdings Inc 0.0%
Value ($000) $211 Shares 1,703 Est. Cost $122.93 Unrealized
Spectrum Brands Hldgs Inc 0.0%
Value ($000) $204 Shares 2,000 Est. Cost $102.00 Unrealized
Susquehanna Bancshrs Inc 0.0%
Value ($000) $198 Shares 14,000 Est. Cost $12.85 Unrealized
Hanjaya Mandala Sampoerna 0.0%
Value ($000) $186 Shares 34,500 Est. Cost $5.47 Unrealized
Bollore 0.0%
Value ($000) $160 Shares 30,000 Est. Cost $4.57 Unrealized
Centerstate BKS FLA Inc 0.0%
Value ($000) $149 Shares 11,004 Est. Cost $9.72 Unrealized
TGBAX Templeton Global Bond FD 0.0%
Value ($000) $143 Shares 11,714 Est. Cost $13.05 Unrealized
Cir SPA 0.0%
Value ($000) $133 Shares 125,000 Est. Cost $1.13 Unrealized
Indivior PLC 0.0%
Value ($000) $102 Shares 28,907 Est. Cost $2.34 Unrealized
PHIYX Pimco High Yield Fun-Instl 0.0%
Value ($000) $101 Shares 11,116 Est. Cost $9.45 Unrealized
PZ Cussons PLC 0.0%
Value ($000) $85 Shares 15,000 Est. Cost $5.27 Unrealized
LT Group Inc 0.0%
Value ($000) $46 Shares 150,000 Est. Cost $0.34 Unrealized