GARDNER RUSSO & QUINN LLC Diversified Active

CIK: 0000860643 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: May 12, 2016

Total Value ($000): $11,834,733 (100.0% shares, 0.0% debt)

Holdings (107)

NSRGY Nestle SA-Spons ADR 10.0%
Value ($000) $1,187,219 Shares 15,823,803 Est. Cost $66.55 Unrealized
BRK/A Berkshire Hathaway Inc Cl A 9.0%
Value ($000) $1,070,025 Shares 5,013 Est. Cost $165329.39 Unrealized +20.7%
PM Philip Morris International In 8.7%
Value ($000) $1,031,313 Shares 10,511,803 Est. Cost $49.47 Unrealized +12.9%
Mastercard Inc Cl A 7.8%
Value ($000) $919,057 Shares 9,725,470 Est. Cost $125.30 Unrealized
Heineken Holding NV 7.2%
Value ($000) $846,370 Shares 10,830,034 Est. Cost $56.93 Unrealized
Anheuser-Busch InBev ADR 6.8%
Value ($000) $810,605 Shares 6,502,526 Est. Cost $98.19 Unrealized
Compagnie Financiere Richemont 6.4%
Value ($000) $754,963 Shares 11,376,709 Est. Cost $90.70 Unrealized
WFC Wells Fargo 6.0%
Value ($000) $710,549 Shares 14,692,910 Est. Cost $27.78 Unrealized +33.6%
Pernod Ricard 5.6%
Value ($000) $660,713 Shares 5,916,349 Est. Cost $112.12 Unrealized
Unilever NV ADR 5.4%
Value ($000) $639,460 Shares 14,312,004 Est. Cost $39.61 Unrealized
Altria Group Inc 3.1%
Value ($000) $372,570 Shares 5,945,898 Est. Cost $35.00 Unrealized
BRK/B Berkshire Hathaway Inc Cl B 3.1%
Value ($000) $367,555 Shares 2,590,604 Est. Cost $111.89 Unrealized +18.5%
MLM Martin Marietta Materials 2.8%
Value ($000) $335,552 Shares 2,103,643 Est. Cost $94.56 Unrealized +34.9%
The Swatch Group AG-BR 2.5%
Value ($000) $299,829 Shares 861,996 Est. Cost $369.85 Unrealized
British American Tobacco PLC 2.5%
Value ($000) $299,316 Shares 5,091,660 Est. Cost $51.45 Unrealized
BF/A Brown-Forman Corp Cl A 2.2%
Value ($000) $260,418 Shares 2,440,882 Est. Cost $17.20 Unrealized +52.8%
Diageo PLC 2.1%
Value ($000) $251,896 Shares 9,314,735 Est. Cost $28.85 Unrealized
JC Decaux SA ACT 2.1%
Value ($000) $244,190 Shares 5,570,228 Est. Cost $35.30 Unrealized
Comcast Corp New Cl A 2.0%
Value ($000) $234,448 Shares 3,838,373 Est. Cost $56.31 Unrealized
SABMiller PLC 0.9%
Value ($000) $111,410 Shares 1,821,270 Est. Cost $48.32 Unrealized
Scripps Networks Interactive C 0.7%
Value ($000) $77,957 Shares 1,190,190 Est. Cost $66.79 Unrealized
BF/B Brown-Forman Corp Cl B 0.5%
Value ($000) $56,584 Shares 574,634 Est. Cost $25.13 Unrealized +28.8%
Diageo PLC Sponsored ADR 0.4%
Value ($000) $51,037 Shares 473,132 Est. Cost $114.93 Unrealized
Visa Inc Cl A 0.3%
Value ($000) $41,360 Shares 540,796 Est. Cost $90.62 Unrealized
Exxon Mobil Corp 0.1%
Value ($000) $13,887 Shares 166,128 Est. Cost $90.14 Unrealized
MKL Markel Corp 0.1%
Value ($000) $11,713 Shares 13,137 Est. Cost $523.59 Unrealized +64.2%
FMX Fomento Economico Mex Sp ADR 0.1%
Value ($000) $11,699 Shares 121,470 Est. Cost $100.47 Unrealized
Swedish Match AB 0.1%
Value ($000) $10,342 Shares 304,213 Est. Cost $35.28 Unrealized
KO Coca-Cola 0.1%
Value ($000) $9,518 Shares 205,182 Est. Cost $27.86 Unrealized +14.3%
AXP American Express 0.1%
Value ($000) $9,319 Shares 151,773 Est. Cost $61.46 Unrealized -17.9%
DANOY Danone ADR 0.1%
Value ($000) $9,096 Shares 638,500 Est. Cost $13.69 Unrealized
Crane 0.1%
Value ($000) $8,582 Shares 159,341 Est. Cost $59.92 Unrealized
MLKN Herman Miller Inc 0.1%
Value ($000) $7,360 Shares 238,277 Est. Cost $19.62 Unrealized +6.2%
HRL Hormel Foods Corp 0.1%
Value ($000) $7,354 Shares 170,069 Est. Cost $22.56 Unrealized +45.2%
PG Procter & Gamble 0.1%
Value ($000) $7,078 Shares 85,987 Est. Cost $55.04 Unrealized +12.0%
Outfront Media Inc 0.0%
Value ($000) $4,952 Shares 234,705 Est. Cost $22.99 Unrealized
Heineken NV 0.0%
Value ($000) $4,519 Shares 49,788 Est. Cost $63.62 Unrealized
DOV Dover Corp 0.0%
Value ($000) $4,177 Shares 64,926 Est. Cost $39.99 Unrealized +2.5%
Wells Fargo WTS Exp 10/28/18 0.0%
Value ($000) $3,959 Shares 253,000 Est. Cost $14.94 Unrealized
MKC McCormick Inc 0.0%
Value ($000) $3,927 Shares 39,480 Est. Cost $28.19 Unrealized +32.2%
CVX Chevron Corp 0.0%
Value ($000) $3,900 Shares 40,883 Est. Cost $71.30 Unrealized -19.5%
PEP Pepsico Inc 0.0%
Value ($000) $3,756 Shares 36,647 Est. Cost $56.00 Unrealized +30.8%
JP Morgan Chase & Co WTS Exp 1 0.0%
Value ($000) $3,553 Shares 200,750 Est. Cost $17.19 Unrealized
BIC 0.0%
Value ($000) $3,258 Shares 21,625 Est. Cost $108.46 Unrealized
M&T Bank Corp Wts Exp 12/23/1 0.0%
Value ($000) $3,114 Shares 82,139 Est. Cost $44.15 Unrealized
Nestle SA-REG 0.0%
Value ($000) $3,099 Shares 41,310 Est. Cost $67.33 Unrealized
Royal Dutch Shell PLC ADR A 0.0%
Value ($000) $2,954 Shares 60,970 Est. Cost $64.36 Unrealized
Reckitt Benckiser Group PLC 0.0%
Value ($000) $2,920 Shares 30,187 Est. Cost $76.19 Unrealized
MSFT Microsoft Corp 0.0%
Value ($000) $2,731 Shares 49,450 Est. Cost $26.70 Unrealized +72.5%
Lindt & Spruengli AG - Reg 0.0%
Value ($000) $2,481 Shares 33 Est. Cost $43512.82 Unrealized
Du Pont E I De Nemours 0.0%
Value ($000) $2,415 Shares 38,144 Est. Cost $53.97 Unrealized
HEINY Heineken NV Spons ADR 0.0%
Value ($000) $1,899 Shares 41,837 Est. Cost $32.74 Unrealized
Anheuser-Busch InBev 0.0%
Value ($000) $1,867 Shares 15,000 Est. Cost $88.87 Unrealized
Unilever NV 0.0%
Value ($000) $1,683 Shares 37,500 Est. Cost $39.64 Unrealized
Eaton Vance Sr Income TR SF 0.0%
Value ($000) $1,656 Shares 285,958 Est. Cost $7.50 Unrealized
KHC Kraft Heinz Co 0.0%
Value ($000) $1,646 Shares 20,950 Est. Cost $48.31 Unrealized 0.0%
Goldman Sachs Group Inc 0.0%
Value ($000) $1,631 Shares 10,393 Est. Cost $151.25 Unrealized
CFRUY CIE Financiere Richemont-Unsp 0.0%
Value ($000) $1,528 Shares 230,250 Est. Cost $8.36 Unrealized
PNC PNC Bank Corp 0.0%
Value ($000) $1,491 Shares 17,627 Est. Cost $47.34 Unrealized +30.9%
BB&T Corp 0.0%
Value ($000) $1,370 Shares 41,191 Est. Cost $34.03 Unrealized
Pernod-Ricard SA-Unspon ADR 0.0%
Value ($000) $1,319 Shares 59,050 Est. Cost $22.48 Unrealized
IBM I B M 0.0%
Value ($000) $1,314 Shares 8,674 Est. Cost $118.74 Unrealized -29.2%
WMT Wal Mart Stores Inc 0.0%
Value ($000) $1,279 Shares 18,674 Est. Cost $19.98 Unrealized -8.4%
ABBV AbbVie Inc 0.0%
Value ($000) $1,241 Shares 21,718 Est. Cost $26.55 Unrealized +39.8%
Alphabet Inc Cl C 0.0%
Value ($000) $1,226 Shares 1,646 Est. Cost $656.25 Unrealized
Pargesa Holding AG - B 0.0%
Value ($000) $1,190 Shares 18,601 Est. Cost $66.60 Unrealized
Alphabet Inc Cl A 0.0%
Value ($000) $1,166 Shares 1,529 Est. Cost $659.28 Unrealized
Loreal SA 0.0%
Value ($000) $1,148 Shares 6,400 Est. Cost $170.79 Unrealized
Costco Whsl Corp 0.0%
Value ($000) $1,007 Shares 6,391 Est. Cost $114.78 Unrealized
LAMR Lamar Advertising Co-A 0.0%
Value ($000) $902 Shares 14,660 Est. Cost $54.56 Unrealized
ABT Abbott Labs 0.0%
Value ($000) $853 Shares 20,400 Est. Cost $28.85 Unrealized +14.4%
Praxair Inc 0.0%
Value ($000) $770 Shares 6,725 Est. Cost $115.15 Unrealized
BTI British Amern Tob PLC ADR 0.0%
Value ($000) $717 Shares 6,136 Est. Cost $105.54 Unrealized
A P Moller-Maersk A/S 0.0%
Value ($000) $708 Shares 554 Est. Cost $3208.82 Unrealized
BAC Bank Amer Corp 0.0%
Value ($000) $691 Shares 51,100 Est. Cost $10.11 Unrealized +7.4%
SWGAY The Swatch Group AG ADR 0.0%
Value ($000) $620 Shares 35,650 Est. Cost $17.49 Unrealized
DIS Disney Walt Productions 0.0%
Value ($000) $477 Shares 4,803 Est. Cost $60.59 Unrealized +46.9%
FULT Fulton Finl Corp 0.0%
Value ($000) $467 Shares 34,930 Est. Cost $7.40 Unrealized +18.3%
MCD McDonalds Corp 0.0%
Value ($000) $457 Shares 3,640 Est. Cost $71.80 Unrealized +30.9%
Pioneer Nat Res 0.0%
Value ($000) $380 Shares 2,700 Est. Cost $144.67 Unrealized
O Reilly Automotive Inc 0.0%
Value ($000) $367 Shares 1,340 Est. Cost $273.88 Unrealized
WABCO Holdings Inc 0.0%
Value ($000) $339 Shares 3,168 Est. Cost $103.30 Unrealized
AIG American Intl Group Inc 0.0%
Value ($000) $324 Shares 6,000 Est. Cost $32.51 Unrealized +29.5%
SABMiller PLC Sponsored ADR 0.0%
Value ($000) $314 Shares 5,125 Est. Cost $48.61 Unrealized
General Electric 0.0%
Value ($000) $294 Shares 9,246 Est. Cost $23.40 Unrealized
Nielsen Holdings PLC ORD 0.0%
Value ($000) $287 Shares 5,450 Est. Cost $44.40 Unrealized
Chicago Bridge & Iron Co NV 0.0%
Value ($000) $274 Shares 7,475 Est. Cost $67.80 Unrealized
CSL Carlisle Inc 0.0%
Value ($000) $269 Shares 2,700 Est. Cost $55.89 Unrealized +39.2%
Groupe Danone 0.0%
Value ($000) $264 Shares 3,700 Est. Cost $74.51 Unrealized
Mylan NV 0.0%
Value ($000) $250 Shares 5,395 Est. Cost $59.32 Unrealized
USB US Bancorp 0.0%
Value ($000) $244 Shares 6,000 Est. Cost $29.81 Unrealized -6.7%
3M Company 0.0%
Value ($000) $237 Shares 1,425 Est. Cost $141.88 Unrealized
HTLD Heartland Express Inc 0.0%
Value ($000) $232 Shares 12,499 Est. Cost $13.77 Unrealized +30.5%
MAT Mattel Inc 0.0%
Value ($000) $223 Shares 6,625 Est. Cost $30.38 Unrealized 0.0%
Conocophillips 0.0%
Value ($000) $217 Shares 5,388 Est. Cost $60.52 Unrealized
PSX Phillips 66 0.0%
Value ($000) $210 Shares 2,420 Est. Cost $56.03 Unrealized 0.0%
GD General Dynamics Corp 0.0%
Value ($000) $210 Shares 1,600 Est. Cost $56.44 Unrealized +89.2%
Alleghany Corp 0.0%
Value ($000) $209 Shares 421 Est. Cost $477.43 Unrealized
Oracle Corp 0.0%
Value ($000) $205 Shares 5,000 Est. Cost $41.00 Unrealized
Hanjaya Mandala Sampoerna 0.0%
Value ($000) $204 Shares 27,500 Est. Cost $5.47 Unrealized
MRK Merck Inc 0.0%
Value ($000) $203 Shares 3,836 Est. Cost $36.77 Unrealized -2.0%
Centerstate BKS FLA Inc 0.0%
Value ($000) $149 Shares 10,004 Est. Cost $9.72 Unrealized
Cir SPA 0.0%
Value ($000) $148 Shares 125,000 Est. Cost $1.13 Unrealized
Bollore 0.0%
Value ($000) $117 Shares 30,000 Est. Cost $4.57 Unrealized
Indivior PLC 0.0%
Value ($000) $65 Shares 27,927 Est. Cost $2.34 Unrealized
PZ Cussons PLC 0.0%
Value ($000) $65 Shares 15,000 Est. Cost $5.27 Unrealized
LT Group Inc 0.0%
Value ($000) $51 Shares 150,000 Est. Cost $0.34 Unrealized