GARDNER RUSSO & QUINN LLC Diversified Active

CIK: 0000860643 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Feb 11, 2016

Total Value ($000): $11,696,863 (100.0% shares, 0.0% debt)

Holdings (105)

NSRGY Nestle SA-Spons ADR 10.1%
Value ($000) $1,182,467 Shares 15,877,268 Est. Cost $66.55 Unrealized
BRK/A Berkshire Hathaway Inc Cl A 8.5%
Value ($000) $999,879 Shares 5,055 Est. Cost $165329.39 Unrealized +21.7%
Mastercard Inc Cl A 8.1%
Value ($000) $944,518 Shares 9,701,294 Est. Cost $125.30 Unrealized
PM Philip Morris International In 7.9%
Value ($000) $928,848 Shares 10,565,901 Est. Cost $49.47 Unrealized +5.7%
Heineken Holding NV 7.2%
Value ($000) $838,373 Shares 10,870,043 Est. Cost $56.93 Unrealized
Anheuser-Busch InBev ADR 6.9%
Value ($000) $807,101 Shares 6,456,812 Est. Cost $98.19 Unrealized
WFC Wells Fargo 6.8%
Value ($000) $800,264 Shares 14,721,564 Est. Cost $27.78 Unrealized +47.0%
Compagnie Financiere Richemont 6.3%
Value ($000) $738,977 Shares 10,149,409 Est. Cost $93.64 Unrealized
Pernod Ricard 5.6%
Value ($000) $658,272 Shares 5,760,258 Est. Cost $112.13 Unrealized
Unilever NV ADR 5.3%
Value ($000) $621,190 Shares 14,339,560 Est. Cost $39.61 Unrealized
Altria Group Inc 3.0%
Value ($000) $351,927 Shares 6,045,822 Est. Cost $35.00 Unrealized
BRK/B Berkshire Hathaway Inc Cl B 2.9%
Value ($000) $340,697 Shares 2,580,257 Est. Cost $111.89 Unrealized +19.9%
SABMiller PLC 2.5%
Value ($000) $291,784 Shares 4,864,639 Est. Cost $48.32 Unrealized
MLM Martin Marietta Materials 2.5%
Value ($000) $287,156 Shares 2,102,473 Est. Cost $94.56 Unrealized +48.4%
British American Tobacco PLC 2.4%
Value ($000) $282,161 Shares 5,076,584 Est. Cost $51.45 Unrealized
BF/A Brown-Forman Corp Cl A 2.3%
Value ($000) $274,415 Shares 2,492,188 Est. Cost $17.20 Unrealized +64.8%
The Swatch Group AG-BR 2.2%
Value ($000) $259,508 Shares 733,803 Est. Cost $373.70 Unrealized
Diageo PLC 2.2%
Value ($000) $254,951 Shares 9,317,355 Est. Cost $28.85 Unrealized
Comcast Corp New Cl A 1.9%
Value ($000) $220,816 Shares 3,913,103 Est. Cost $56.31 Unrealized
JC Decaux SA ACT 1.6%
Value ($000) $190,518 Shares 4,968,357 Est. Cost $34.26 Unrealized
Scripps Networks Interactive C 0.6%
Value ($000) $68,640 Shares 1,243,250 Est. Cost $66.79 Unrealized
BF/B Brown-Forman Corp Cl B 0.5%
Value ($000) $55,077 Shares 554,765 Est. Cost $24.87 Unrealized +40.0%
Diageo PLC Sponsored ADR 0.4%
Value ($000) $51,362 Shares 470,910 Est. Cost $114.93 Unrealized
Visa Inc Cl A 0.4%
Value ($000) $42,029 Shares 541,958 Est. Cost $90.62 Unrealized
Exxon Mobil Corp 0.1%
Value ($000) $12,915 Shares 165,680 Est. Cost $90.14 Unrealized
MKL Markel Corp 0.1%
Value ($000) $12,859 Shares 14,557 Est. Cost $523.59 Unrealized +66.2%
FMX Fomento Economico Mex Sp ADR 0.1%
Value ($000) $11,176 Shares 121,020 Est. Cost $100.47 Unrealized
Swedish Match AB 0.1%
Value ($000) $10,890 Shares 305,699 Est. Cost $35.28 Unrealized
AXP American Express 0.1%
Value ($000) $10,434 Shares 150,018 Est. Cost $61.59 Unrealized +2.1%
KO Coca-Cola 0.1%
Value ($000) $8,864 Shares 206,327 Est. Cost $27.86 Unrealized +10.7%
MLKN Herman Miller Inc 0.1%
Value ($000) $8,555 Shares 298,077 Est. Cost $19.62 Unrealized +22.2%
DANOY Danone ADR 0.1%
Value ($000) $8,037 Shares 594,005 Est. Cost $13.65 Unrealized
HRL Hormel Foods Corp 0.1%
Value ($000) $7,836 Shares 99,089 Est. Cost $15.25 Unrealized +82.7%
Crane 0.1%
Value ($000) $7,690 Shares 160,741 Est. Cost $59.92 Unrealized
PG Procter & Gamble 0.1%
Value ($000) $6,857 Shares 86,347 Est. Cost $55.04 Unrealized +5.3%
ABBV AbbVie Inc 0.0%
Value ($000) $5,137 Shares 86,718 Est. Cost $26.55 Unrealized +43.0%
JP Morgan Chase & Co WTS Exp 1 0.0%
Value ($000) $4,746 Shares 200,350 Est. Cost $17.19 Unrealized
Heineken NV 0.0%
Value ($000) $4,260 Shares 49,788 Est. Cost $63.62 Unrealized
Wells Fargo WTS Exp 10/28/18 0.0%
Value ($000) $4,129 Shares 201,500 Est. Cost $14.76 Unrealized
DOV Dover Corp 0.0%
Value ($000) $3,993 Shares 65,126 Est. Cost $39.99 Unrealized +6.4%
PEP Pepsico Inc 0.0%
Value ($000) $3,908 Shares 39,111 Est. Cost $56.00 Unrealized +31.2%
ABT Abbott Labs 0.0%
Value ($000) $3,835 Shares 85,400 Est. Cost $28.85 Unrealized +26.7%
CVX Chevron Corp 0.0%
Value ($000) $3,730 Shares 41,460 Est. Cost $71.30 Unrealized -18.0%
BIC 0.0%
Value ($000) $3,562 Shares 21,625 Est. Cost $108.46 Unrealized
MKC McCormick Inc 0.0%
Value ($000) $3,521 Shares 41,155 Est. Cost $28.19 Unrealized +23.5%
Outfront Media Inc 0.0%
Value ($000) $3,512 Shares 160,857 Est. Cost $23.86 Unrealized
M&T Bank Corp Wts Exp 12/23/1 0.0%
Value ($000) $3,410 Shares 70,000 Est. Cost $45.23 Unrealized
Nestle SA-REG 0.0%
Value ($000) $3,110 Shares 41,310 Est. Cost $67.33 Unrealized
Reckitt Benckiser Group PLC 0.0%
Value ($000) $2,825 Shares 30,512 Est. Cost $76.19 Unrealized
Royal Dutch Shell PLC ADR A 0.0%
Value ($000) $2,796 Shares 61,065 Est. Cost $64.36 Unrealized
MSFT Microsoft Corp 0.0%
Value ($000) $2,743 Shares 49,450 Est. Cost $26.70 Unrealized +72.0%
Du Pont E I De Nemours 0.0%
Value ($000) $2,536 Shares 38,084 Est. Cost $53.97 Unrealized
Lindt & Spruengli AG - Reg 0.0%
Value ($000) $2,487 Shares 33 Est. Cost $43512.82 Unrealized
Goldman Sachs Group Inc 0.0%
Value ($000) $1,873 Shares 10,393 Est. Cost $151.25 Unrealized
Anheuser-Busch InBev 0.0%
Value ($000) $1,864 Shares 15,000 Est. Cost $88.87 Unrealized
HEINY Heineken NV Spons ADR 0.0%
Value ($000) $1,761 Shares 41,162 Est. Cost $32.53 Unrealized
PNC PNC Bank Corp 0.0%
Value ($000) $1,710 Shares 17,944 Est. Cost $47.34 Unrealized +41.9%
Unilever NV 0.0%
Value ($000) $1,634 Shares 37,500 Est. Cost $39.64 Unrealized
Eaton Vance Sr Income TR SF 0.0%
Value ($000) $1,631 Shares 282,729 Est. Cost $7.52 Unrealized
BB&T Corp 0.0%
Value ($000) $1,546 Shares 40,878 Est. Cost $34.03 Unrealized
CFRUY CIE Financiere Richemont-Unsp 0.0%
Value ($000) $1,492 Shares 207,100 Est. Cost $8.56 Unrealized
Pernod-Ricard SA-Unspon ADR 0.0%
Value ($000) $1,294 Shares 56,600 Est. Cost $22.49 Unrealized
IBM I B M 0.0%
Value ($000) $1,257 Shares 9,134 Est. Cost $118.74 Unrealized -26.3%
Pargesa Holding AG - B 0.0%
Value ($000) $1,178 Shares 18,373 Est. Cost $66.63 Unrealized
WMT Wal Mart Stores Inc 0.0%
Value ($000) $1,151 Shares 18,774 Est. Cost $19.98 Unrealized -16.8%
Alphabet Inc Cl C 0.0%
Value ($000) $1,123 Shares 1,480 Est. Cost $646.31 Unrealized
Loreal SA 0.0%
Value ($000) $1,080 Shares 6,400 Est. Cost $170.79 Unrealized
Costco Whsl Corp 0.0%
Value ($000) $1,017 Shares 6,295 Est. Cost $114.13 Unrealized
Praxair Inc 0.0%
Value ($000) $993 Shares 9,700 Est. Cost $115.15 Unrealized
Alphabet Inc Cl A 0.0%
Value ($000) $987 Shares 1,268 Est. Cost $638.01 Unrealized
LAMR Lamar Advertising Co-A 0.0%
Value ($000) $930 Shares 15,510 Est. Cost $54.56 Unrealized
BAC Bank Amer Corp 0.0%
Value ($000) $860 Shares 51,100 Est. Cost $10.11 Unrealized +34.1%
Precision Castparts Corp 0.0%
Value ($000) $788 Shares 3,395 Est. Cost $227.33 Unrealized
A P Moller-Maersk A/S 0.0%
Value ($000) $719 Shares 554 Est. Cost $3208.82 Unrealized
BTI British Amern Tob PLC ADR 0.0%
Value ($000) $669 Shares 6,061 Est. Cost $105.40 Unrealized
SABMiller PLC Sponsored ADR 0.0%
Value ($000) $602 Shares 10,035 Est. Cost $48.61 Unrealized
DIS Disney Walt Productions 0.0%
Value ($000) $552 Shares 5,250 Est. Cost $60.59 Unrealized +68.7%
SWGAY The Swatch Group AG ADR 0.0%
Value ($000) $540 Shares 30,850 Est. Cost $17.50 Unrealized
MCD McDonalds Corp 0.0%
Value ($000) $431 Shares 3,645 Est. Cost $71.80 Unrealized +21.5%
FULT Fulton Finl Corp 0.0%
Value ($000) $410 Shares 31,530 Est. Cost $7.26 Unrealized +26.0%
AIG American Intl Group Inc 0.0%
Value ($000) $372 Shares 6,000 Est. Cost $32.51 Unrealized +45.6%
Pioneer Nat Res 0.0%
Value ($000) $339 Shares 2,700 Est. Cost $144.67 Unrealized
Mylan NV 0.0%
Value ($000) $316 Shares 5,850 Est. Cost $59.32 Unrealized
Chicago Bridge & Iron Co NV 0.0%
Value ($000) $301 Shares 7,725 Est. Cost $67.80 Unrealized
Conocophillips 0.0%
Value ($000) $294 Shares 6,288 Est. Cost $60.52 Unrealized
General Electric 0.0%
Value ($000) $288 Shares 9,246 Est. Cost $23.40 Unrealized
CSL Carlisle Inc 0.0%
Value ($000) $266 Shares 3,000 Est. Cost $55.89 Unrealized +39.2%
USB US Bancorp 0.0%
Value ($000) $256 Shares 6,000 Est. Cost $29.81 Unrealized -0.7%
Nielsen Holdings plc ordinary 0.0%
Value ($000) $254 Shares 5,450 Est. Cost $44.40 Unrealized
Groupe Danone 0.0%
Value ($000) $250 Shares 3,700 Est. Cost $74.51 Unrealized
WABCO Holdings Inc 0.0%
Value ($000) $247 Shares 2,418 Est. Cost $102.15 Unrealized
3M Company 0.0%
Value ($000) $241 Shares 1,600 Est. Cost $141.88 Unrealized
GD General Dynamics Corp 0.0%
Value ($000) $220 Shares 1,600 Est. Cost $56.44 Unrealized +103.1%
HTLD Heartland Express Inc 0.0%
Value ($000) $213 Shares 12,499 Est. Cost $13.77 Unrealized +39.2%
Spectrum Brands Hldgs Inc 0.0%
Value ($000) $204 Shares 2,000 Est. Cost $102.00 Unrealized
Schibsted A/S CL A 0.0%
Value ($000) $204 Shares 6,150 Est. Cost $33.82 Unrealized
MRK Merck Inc 0.0%
Value ($000) $203 Shares 3,836 Est. Cost $36.77 Unrealized 0.0%
Alleghany Corp 0.0%
Value ($000) $201 Shares 421 Est. Cost $477.43 Unrealized
Hanjaya Mandala Sampoerna 0.0%
Value ($000) $188 Shares 27,500 Est. Cost $5.47 Unrealized
Centerstate BKS FLA Inc 0.0%
Value ($000) $172 Shares 11,004 Est. Cost $9.72 Unrealized
Bollore 0.0%
Value ($000) $140 Shares 30,000 Est. Cost $4.57 Unrealized
Cir SPA 0.0%
Value ($000) $132 Shares 125,000 Est. Cost $1.13 Unrealized
Indivior PLC 0.0%
Value ($000) $77 Shares 27,927 Est. Cost $2.34 Unrealized
PZ Cussons PLC 0.0%
Value ($000) $63 Shares 15,000 Est. Cost $5.27 Unrealized
LT Group Inc 0.0%
Value ($000) $47 Shares 150,000 Est. Cost $0.34 Unrealized