GARDNER RUSSO & QUINN LLC Diversified Active

CIK: 0000860643 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Nov 12, 2015

Total Value ($000): $11,072,845 (100.0% shares, 0.0% debt)

Holdings (104)

NSRGY Nestle SA-Spons ADR 10.7%
Value ($000) $1,182,899 Shares 15,778,992 Est. Cost $66.55 Unrealized
BRK/A Berkshire Hathaway Inc Cl A 8.9%
Value ($000) $983,033 Shares 5,035 Est. Cost $165329.39 Unrealized +24.6%
Mastercard Inc Cl A 8.1%
Value ($000) $894,946 Shares 9,930,607 Est. Cost $125.30 Unrealized
PM Philip Morris International In 7.5%
Value ($000) $831,369 Shares 10,479,882 Est. Cost $49.47 Unrealized -1.2%
Heineken Holding NV 7.0%
Value ($000) $770,947 Shares 10,854,321 Est. Cost $56.93 Unrealized
WFC Wells Fargo 6.8%
Value ($000) $748,452 Shares 14,575,503 Est. Cost $27.64 Unrealized +48.6%
Compagnie Financiere Richemont 6.2%
Value ($000) $686,334 Shares 8,858,871 Est. Cost $96.68 Unrealized
SABMiller PLC 6.2%
Value ($000) $681,375 Shares 12,037,017 Est. Cost $48.32 Unrealized
Unilever NV ADR 5.1%
Value ($000) $568,650 Shares 14,145,516 Est. Cost $39.56 Unrealized
Pernod Ricard 5.1%
Value ($000) $568,605 Shares 5,648,600 Est. Cost $112.09 Unrealized
Anheuser-Busch InBev ADR 5.0%
Value ($000) $550,024 Shares 5,173,285 Est. Cost $91.53 Unrealized
Altria Group Inc 3.2%
Value ($000) $349,374 Shares 6,422,309 Est. Cost $35.00 Unrealized
BRK/B Berkshire Hathaway Inc Cl B 3.0%
Value ($000) $327,570 Shares 2,512,042 Est. Cost $111.28 Unrealized +23.1%
MLM Martin Marietta Materials 2.8%
Value ($000) $314,617 Shares 2,070,527 Est. Cost $93.85 Unrealized +59.2%
BF/A Brown-Forman Corp Cl A 2.5%
Value ($000) $277,848 Shares 2,596,956 Est. Cost $17.20 Unrealized +61.9%
British American Tobacco PLC 2.5%
Value ($000) $274,346 Shares 4,971,592 Est. Cost $51.36 Unrealized
Diageo PLC 2.2%
Value ($000) $248,995 Shares 9,284,318 Est. Cost $28.85 Unrealized
Comcast Corp Special Cl A 2.1%
Value ($000) $232,106 Shares 4,054,956 Est. Cost $39.71 Unrealized
JC Decaux SA ACT 1.3%
Value ($000) $139,872 Shares 3,868,070 Est. Cost $33.10 Unrealized
Scripps Networks Interactive C 0.6%
Value ($000) $61,283 Shares 1,245,833 Est. Cost $66.79 Unrealized
BF/B Brown-Forman Corp Cl B 0.5%
Value ($000) $51,448 Shares 530,935 Est. Cost $24.43 Unrealized +38.8%
Diageo PLC Sponsored ADR 0.5%
Value ($000) $50,537 Shares 468,851 Est. Cost $114.93 Unrealized
The Swatch Group AG-BR 0.4%
Value ($000) $39,726 Shares 107,524 Est. Cost $490.46 Unrealized
Visa Inc Cl A 0.3%
Value ($000) $36,498 Shares 523,941 Est. Cost $91.07 Unrealized
MKL Markel Corp 0.1%
Value ($000) $12,526 Shares 15,621 Est. Cost $523.59 Unrealized +61.6%
Exxon Mobil Corp 0.1%
Value ($000) $12,368 Shares 166,346 Est. Cost $90.14 Unrealized
AXP American Express 0.1%
Value ($000) $10,766 Shares 145,228 Est. Cost $61.55 Unrealized +7.6%
FMX Fomento Economico Mex Sp ADR 0.1%
Value ($000) $10,586 Shares 118,615 Est. Cost $100.63 Unrealized
Swedish Match AB 0.1%
Value ($000) $9,417 Shares 312,549 Est. Cost $35.28 Unrealized
MLKN Herman Miller Inc 0.1%
Value ($000) $8,947 Shares 310,227 Est. Cost $19.62 Unrealized +11.2%
KO Coca-Cola 0.1%
Value ($000) $8,836 Shares 220,237 Est. Cost $27.86 Unrealized +3.5%
Crane 0.1%
Value ($000) $7,672 Shares 164,591 Est. Cost $59.92 Unrealized
Precision Castparts Corp 0.1%
Value ($000) $7,080 Shares 30,820 Est. Cost $227.33 Unrealized
PG Procter & Gamble 0.1%
Value ($000) $6,980 Shares 97,027 Est. Cost $55.04 Unrealized +2.4%
HRL Hormel Foods Corp 0.1%
Value ($000) $6,589 Shares 104,069 Est. Cost $15.25 Unrealized +53.4%
DANOY Danone ADR 0.1%
Value ($000) $6,523 Shares 517,905 Est. Cost $13.67 Unrealized
ABBV AbbVie Inc 0.0%
Value ($000) $4,718 Shares 86,718 Est. Cost $26.55 Unrealized +60.2%
DOV Dover Corp 0.0%
Value ($000) $4,037 Shares 70,606 Est. Cost $39.99 Unrealized +5.5%
Heineken NV 0.0%
Value ($000) $4,015 Shares 49,788 Est. Cost $63.62 Unrealized
JP Morgan Chase & Co WTS Exp 1 0.0%
Value ($000) $3,997 Shares 200,750 Est. Cost $17.19 Unrealized
PEP Pepsico Inc 0.0%
Value ($000) $3,752 Shares 39,793 Est. Cost $56.00 Unrealized +24.1%
Wells Fargo WTS Exp 10/28/18 0.0%
Value ($000) $3,668 Shares 202,750 Est. Cost $14.76 Unrealized
M&T Bank Corp Wts Exp 12/23/1 0.0%
Value ($000) $3,445 Shares 70,000 Est. Cost $45.23 Unrealized
MKC McCormick Inc 0.0%
Value ($000) $3,440 Shares 41,855 Est. Cost $28.19 Unrealized +18.3%
ABT Abbott Labs 0.0%
Value ($000) $3,435 Shares 85,400 Est. Cost $28.85 Unrealized +34.5%
CVX Chevron Corp 0.0%
Value ($000) $3,274 Shares 41,510 Est. Cost $71.30 Unrealized -24.5%
Nestle SA-REG 0.0%
Value ($000) $3,097 Shares 41,310 Est. Cost $67.33 Unrealized
Royal Dutch Shell PLC ADR A 0.0%
Value ($000) $3,021 Shares 63,745 Est. Cost $64.36 Unrealized
BIC 0.0%
Value ($000) $3,004 Shares 19,390 Est. Cost $101.97 Unrealized
Reckitt Benckiser Group PLC 0.0%
Value ($000) $2,772 Shares 30,567 Est. Cost $76.19 Unrealized
Lindt & Spruengli AG - Reg 0.0%
Value ($000) $2,335 Shares 33 Est. Cost $43512.82 Unrealized
MSFT Microsoft Corp 0.0%
Value ($000) $2,189 Shares 49,450 Est. Cost $26.70 Unrealized +45.8%
Outfront Media Inc 0.0%
Value ($000) $2,155 Shares 103,592 Est. Cost $24.98 Unrealized
Du Pont E I De Nemours 0.0%
Value ($000) $1,948 Shares 40,408 Est. Cost $53.97 Unrealized
Comcast Corp New Cl A 0.0%
Value ($000) $1,843 Shares 32,405 Est. Cost $41.98 Unrealized
Goldman Sachs Group Inc 0.0%
Value ($000) $1,806 Shares 10,393 Est. Cost $151.25 Unrealized
HEINY Heineken NV Spons ADR 0.0%
Value ($000) $1,735 Shares 43,037 Est. Cost $32.53 Unrealized
Eaton Vance Sr Income TR SF 0.0%
Value ($000) $1,656 Shares 282,100 Est. Cost $7.52 Unrealized
BB&T Corp 0.0%
Value ($000) $1,647 Shares 46,260 Est. Cost $34.03 Unrealized
PNC PNC Bank Corp 0.0%
Value ($000) $1,601 Shares 17,944 Est. Cost $47.34 Unrealized +43.0%
Anheuser-Busch InBev 0.0%
Value ($000) $1,589 Shares 15,000 Est. Cost $88.87 Unrealized
SABMiller PLC Sponsored ADR 0.0%
Value ($000) $1,507 Shares 26,625 Est. Cost $48.61 Unrealized
Unilever NV 0.0%
Value ($000) $1,502 Shares 37,500 Est. Cost $39.64 Unrealized
IBM I B M 0.0%
Value ($000) $1,347 Shares 9,290 Est. Cost $118.74 Unrealized -19.7%
CFRUY CIE Financiere Richemont-Unsp 0.0%
Value ($000) $1,343 Shares 173,300 Est. Cost $8.82 Unrealized
WMT Wal Mart Stores Inc 0.0%
Value ($000) $1,263 Shares 19,474 Est. Cost $19.98 Unrealized -5.4%
Pargesa Holding AG - B 0.0%
Value ($000) $1,152 Shares 19,690 Est. Cost $66.63 Unrealized
Pernod-Ricard SA-Unspon ADR 0.0%
Value ($000) $1,118 Shares 55,550 Est. Cost $22.48 Unrealized
Loreal SA 0.0%
Value ($000) $1,108 Shares 6,400 Est. Cost $170.79 Unrealized
Praxair Inc 0.0%
Value ($000) $1,105 Shares 10,850 Est. Cost $115.15 Unrealized
Costco Whsl Corp 0.0%
Value ($000) $910 Shares 6,295 Est. Cost $114.13 Unrealized
LAMR Lamar Advertising Co-A 0.0%
Value ($000) $885 Shares 16,960 Est. Cost $54.56 Unrealized
A P Moller-Maersk A/S 0.0%
Value ($000) $832 Shares 554 Est. Cost $3208.82 Unrealized
Alphabet Inc Cl A 0.0%
Value ($000) $809 Shares 1,268 Est. Cost $638.01 Unrealized
BAC Bank Amer Corp 0.0%
Value ($000) $796 Shares 51,100 Est. Cost $10.11 Unrealized +33.0%
BTI British Amern Tob PLC ADR 0.0%
Value ($000) $677 Shares 6,146 Est. Cost $105.40 Unrealized
Alphabet Inc Cl C 0.0%
Value ($000) $672 Shares 1,105 Est. Cost $608.14 Unrealized
DIS Disney Walt Productions 0.0%
Value ($000) $496 Shares 4,850 Est. Cost $57.16 Unrealized +74.5%
FULT Fulton Finl Corp 0.0%
Value ($000) $472 Shares 39,030 Est. Cost $7.26 Unrealized +17.3%
Chicago Bridge & Iron Co NV 0.0%
Value ($000) $419 Shares 10,575 Est. Cost $67.80 Unrealized
MCD McDonalds Corp 0.0%
Value ($000) $359 Shares 3,645 Est. Cost $71.80 Unrealized +4.9%
Conocophillips 0.0%
Value ($000) $350 Shares 7,288 Est. Cost $60.52 Unrealized
AIG American Intl Group Inc 0.0%
Value ($000) $341 Shares 6,000 Est. Cost $32.51 Unrealized +45.2%
Pioneer Nat Res 0.0%
Value ($000) $328 Shares 2,700 Est. Cost $144.67 Unrealized
General Electric 0.0%
Value ($000) $266 Shares 10,546 Est. Cost $23.40 Unrealized
CSL Carlisle Inc 0.0%
Value ($000) $262 Shares 3,000 Est. Cost $55.89 Unrealized +56.8%
HTLD Heartland Express Inc 0.0%
Value ($000) $249 Shares 12,499 Est. Cost $13.77 Unrealized +48.7%
USB US Bancorp 0.0%
Value ($000) $246 Shares 6,000 Est. Cost $29.81 Unrealized 0.0%
Nielsen Holdings plc ordinary 0.0%
Value ($000) $242 Shares 5,450 Est. Cost $44.40 Unrealized
Mylan NV 0.0%
Value ($000) $236 Shares 5,850 Est. Cost $59.32 Unrealized
Groupe Danone 0.0%
Value ($000) $233 Shares 3,700 Est. Cost $74.51 Unrealized
3M Company 0.0%
Value ($000) $227 Shares 1,600 Est. Cost $141.88 Unrealized
UNP Union Pac Corp 0.0%
Value ($000) $222 Shares 2,510 Est. Cost $74.77 Unrealized -3.5%
GD General Dynamics Corp 0.0%
Value ($000) $221 Shares 1,600 Est. Cost $56.44 Unrealized +104.6%
BP BP PLC ADR 0.0%
Value ($000) $217 Shares 7,096 Est. Cost $41.74 Unrealized
Schibsted A/S CL A 0.0%
Value ($000) $208 Shares 6,150 Est. Cost $33.82 Unrealized
Hanjaya Mandala Sampoerna 0.0%
Value ($000) $179 Shares 34,500 Est. Cost $5.47 Unrealized
Centerstate BKS FLA Inc 0.0%
Value ($000) $162 Shares 11,004 Est. Cost $9.72 Unrealized
Bollore 0.0%
Value ($000) $146 Shares 30,000 Est. Cost $4.57 Unrealized
Cir SPA 0.0%
Value ($000) $125 Shares 125,000 Est. Cost $1.13 Unrealized
Indivior PLC 0.0%
Value ($000) $96 Shares 27,982 Est. Cost $2.34 Unrealized
PHIYX Pimco High Yield Fun-Instl 0.0%
Value ($000) $96 Shares 11,116 Est. Cost $9.45 Unrealized
PZ Cussons PLC 0.0%
Value ($000) $66 Shares 15,000 Est. Cost $5.27 Unrealized
LT Group Inc 0.0%
Value ($000) $32 Shares 150,000 Est. Cost $0.34 Unrealized