GARDNER RUSSO & QUINN LLC Diversified Active

CIK: 0000860643 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Aug 12, 2016

Total Value ($000): $11,940,229 (100.0% shares, 0.0% debt)

Holdings (105)

NSRGY Nestle SA-Spons ADR 10.2%
Value ($000) $1,221,852 Shares 15,839,365 Est. Cost $66.55 Unrealized
BRK/A Berkshire Hathaway Inc Cl A 9.1%
Value ($000) $1,084,658 Shares 4,999 Est. Cost $165329.39 Unrealized +29.7%
PM Philip Morris International In 8.9%
Value ($000) $1,067,131 Shares 10,490,864 Est. Cost $49.47 Unrealized +24.1%
Heineken Holding NV 7.4%
Value ($000) $879,175 Shares 10,817,005 Est. Cost $56.93 Unrealized
Anheuser-Busch InBev ADR 7.2%
Value ($000) $859,560 Shares 6,527,644 Est. Cost $98.19 Unrealized
Mastercard Inc Cl A 7.2%
Value ($000) $857,665 Shares 9,739,551 Est. Cost $125.30 Unrealized
WFC Wells Fargo 6.0%
Value ($000) $718,697 Shares 15,184,814 Est. Cost $28.08 Unrealized +32.6%
Pernod Ricard 5.9%
Value ($000) $700,890 Shares 6,302,619 Est. Cost $112.06 Unrealized
Compagnie Financiere Richemont 5.7%
Value ($000) $679,967 Shares 11,672,670 Est. Cost $89.88 Unrealized
Unilever NV ADR 5.6%
Value ($000) $672,245 Shares 14,321,377 Est. Cost $39.61 Unrealized
Altria Group Inc 3.4%
Value ($000) $408,697 Shares 5,926,585 Est. Cost $35.00 Unrealized
MLM Martin Marietta Materials 3.4%
Value ($000) $400,427 Shares 2,085,558 Est. Cost $94.56 Unrealized +75.9%
BRK/B Berkshire Hathaway Inc Cl B 3.1%
Value ($000) $374,211 Shares 2,584,509 Est. Cost $111.89 Unrealized +27.8%
British American Tobacco PLC 2.8%
Value ($000) $329,367 Shares 5,087,470 Est. Cost $51.45 Unrealized
The Swatch Group AG-BR 2.3%
Value ($000) $280,297 Shares 964,896 Est. Cost $361.39 Unrealized
Diageo PLC 2.2%
Value ($000) $260,177 Shares 9,327,951 Est. Cost $28.85 Unrealized
BF/A Brown-Forman Corp Cl A 2.2%
Value ($000) $260,122 Shares 2,407,865 Est. Cost $17.20 Unrealized +51.9%
Comcast Corp New Cl A 2.1%
Value ($000) $248,710 Shares 3,815,150 Est. Cost $56.31 Unrealized
JC Decaux SA ACT 1.7%
Value ($000) $203,858 Shares 6,039,109 Est. Cost $35.18 Unrealized
Scripps Networks Interactive C 0.6%
Value ($000) $73,497 Shares 1,180,302 Est. Cost $66.79 Unrealized
BF/B Brown-Forman Corp Cl B 0.5%
Value ($000) $58,795 Shares 589,364 Est. Cost $25.32 Unrealized +28.5%
Diageo PLC Sponsored ADR 0.5%
Value ($000) $53,745 Shares 476,124 Est. Cost $114.93 Unrealized
Visa Inc Cl A 0.3%
Value ($000) $40,134 Shares 541,106 Est. Cost $90.62 Unrealized
Exxon Mobil Corp 0.1%
Value ($000) $15,664 Shares 167,101 Est. Cost $90.14 Unrealized
MKL Markel Corp 0.1%
Value ($000) $11,693 Shares 12,272 Est. Cost $523.59 Unrealized +77.9%
FMX Fomento Economico Mex Sp ADR 0.1%
Value ($000) $11,444 Shares 123,735 Est. Cost $100.32 Unrealized
Swedish Match AB 0.1%
Value ($000) $10,482 Shares 303,638 Est. Cost $35.28 Unrealized
DANOY Danone ADR 0.1%
Value ($000) $9,397 Shares 666,970 Est. Cost $13.71 Unrealized
AXP American Express 0.1%
Value ($000) $9,348 Shares 153,848 Est. Cost $61.38 Unrealized -10.0%
KO Coca-Cola 0.1%
Value ($000) $8,935 Shares 197,107 Est. Cost $27.86 Unrealized +19.6%
Crane 0.1%
Value ($000) $8,868 Shares 156,341 Est. Cost $59.92 Unrealized
MLKN Herman Miller Inc 0.1%
Value ($000) $6,786 Shares 227,043 Est. Cost $19.62 Unrealized +23.5%
PG Procter & Gamble 0.1%
Value ($000) $6,779 Shares 80,062 Est. Cost $55.04 Unrealized +15.1%
HRL Hormel Foods Corp 0.1%
Value ($000) $6,070 Shares 165,849 Est. Cost $22.56 Unrealized +30.8%
Outfront Media Inc 0.1%
Value ($000) $6,034 Shares 249,630 Est. Cost $23.06 Unrealized
JP Morgan Chase & Co WTS Exp 1 0.0%
Value ($000) $4,723 Shares 233,250 Est. Cost $17.61 Unrealized
Heineken NV 0.0%
Value ($000) $4,578 Shares 49,788 Est. Cost $63.62 Unrealized
DOV Dover Corp 0.0%
Value ($000) $4,164 Shares 60,076 Est. Cost $39.99 Unrealized +14.6%
CVX Chevron Corp 0.0%
Value ($000) $4,040 Shares 38,539 Est. Cost $71.30 Unrealized -6.4%
MKC McCormick Inc 0.0%
Value ($000) $3,995 Shares 37,455 Est. Cost $28.19 Unrealized +44.2%
SABMiller PLC 0.0%
Value ($000) $3,949 Shares 67,607 Est. Cost $48.32 Unrealized
PEP Pepsico Inc 0.0%
Value ($000) $3,724 Shares 35,148 Est. Cost $56.00 Unrealized +37.7%
M&T Bank Corp Wts Exp 12/23/1 0.0%
Value ($000) $3,566 Shares 82,139 Est. Cost $44.15 Unrealized
Wells Fargo WTS Exp 10/28/18 0.0%
Value ($000) $3,514 Shares 258,000 Est. Cost $14.91 Unrealized
Royal Dutch Shell PLC ADR A 0.0%
Value ($000) $3,233 Shares 58,545 Est. Cost $64.36 Unrealized
Nestle SA-REG 0.0%
Value ($000) $3,187 Shares 41,310 Est. Cost $67.33 Unrealized
BIC 0.0%
Value ($000) $3,099 Shares 21,975 Est. Cost $108.97 Unrealized
Reckitt Benckiser Group PLC 0.0%
Value ($000) $2,987 Shares 29,837 Est. Cost $76.19 Unrealized
MSFT Microsoft Corp 0.0%
Value ($000) $2,566 Shares 50,150 Est. Cost $26.97 Unrealized +70.5%
Du Pont E I De Nemours 0.0%
Value ($000) $2,444 Shares 37,716 Est. Cost $53.97 Unrealized
Lindt & Spruengli AG - Reg 0.0%
Value ($000) $2,429 Shares 34 Est. Cost $44334.24 Unrealized
Anheuser-Busch InBev 0.0%
Value ($000) $1,960 Shares 15,000 Est. Cost $88.87 Unrealized
WMT Wal Mart Stores Inc 0.0%
Value ($000) $1,948 Shares 26,675 Est. Cost $19.84 Unrealized -1.7%
KHC Kraft Heinz Co 0.0%
Value ($000) $1,898 Shares 21,450 Est. Cost $48.44 Unrealized +10.6%
HEINY Heineken NV Spons ADR 0.0%
Value ($000) $1,764 Shares 38,362 Est. Cost $32.74 Unrealized
Unilever NV 0.0%
Value ($000) $1,746 Shares 37,500 Est. Cost $39.64 Unrealized
Eaton Vance Sr Income TR SF 0.0%
Value ($000) $1,732 Shares 288,245 Est. Cost $7.50 Unrealized
IBM I B M 0.0%
Value ($000) $1,711 Shares 11,274 Est. Cost $113.30 Unrealized -16.0%
BB&T Corp 0.0%
Value ($000) $1,477 Shares 41,480 Est. Cost $34.03 Unrealized
Goldman Sachs Group Inc 0.0%
Value ($000) $1,396 Shares 9,393 Est. Cost $151.25 Unrealized
PNC PNC Bank Corp 0.0%
Value ($000) $1,319 Shares 16,210 Est. Cost $47.34 Unrealized +33.0%
Loreal SA 0.0%
Value ($000) $1,285 Shares 6,725 Est. Cost $171.77 Unrealized
Pernod-Ricard SA-Unspon ADR 0.0%
Value ($000) $1,259 Shares 56,625 Est. Cost $22.48 Unrealized
CFRUY CIE Financiere Richemont-Unsp 0.0%
Value ($000) $1,255 Shares 215,500 Est. Cost $8.36 Unrealized
Alphabet Inc Cl C 0.0%
Value ($000) $1,179 Shares 1,704 Est. Cost $657.46 Unrealized
Pargesa Holding AG - B 0.0%
Value ($000) $1,147 Shares 17,401 Est. Cost $66.60 Unrealized
Alphabet Inc Cl A 0.0%
Value ($000) $1,117 Shares 1,587 Est. Cost $660.91 Unrealized
ABBV AbbVie Inc 0.0%
Value ($000) $1,059 Shares 17,106 Est. Cost $26.55 Unrealized +54.3%
Costco Whsl Corp 0.0%
Value ($000) $1,023 Shares 6,516 Est. Cost $115.59 Unrealized
LAMR Lamar Advertising Co-A 0.0%
Value ($000) $972 Shares 14,660 Est. Cost $54.56 Unrealized
A P Moller-Maersk A/S 0.0%
Value ($000) $722 Shares 576 Est. Cost $3134.14 Unrealized
BTI British Amern Tob PLC ADR 0.0%
Value ($000) $714 Shares 5,516 Est. Cost $105.54 Unrealized
PFE Pfizer Inc 0.0%
Value ($000) $701 Shares 19,900 Est. Cost $21.05 Unrealized 0.0%
BAC Bank Amer Corp 0.0%
Value ($000) $678 Shares 51,100 Est. Cost $10.11 Unrealized +12.1%
ABT Abbott Labs 0.0%
Value ($000) $645 Shares 16,400 Est. Cost $28.85 Unrealized +15.6%
Nielsen Holdings PLC ORD 0.0%
Value ($000) $571 Shares 10,986 Est. Cost $48.22 Unrealized
SWGAY The Swatch Group AG ADR 0.0%
Value ($000) $532 Shares 36,650 Est. Cost $17.41 Unrealized
DIS Disney Walt Productions 0.0%
Value ($000) $480 Shares 4,903 Est. Cost $61.24 Unrealized +50.5%
FULT Fulton Finl Corp 0.0%
Value ($000) $472 Shares 34,930 Est. Cost $7.40 Unrealized +27.9%
MCD McDonalds Corp 0.0%
Value ($000) $438 Shares 3,640 Est. Cost $71.80 Unrealized +38.1%
Pioneer Nat Res 0.0%
Value ($000) $408 Shares 2,700 Est. Cost $144.67 Unrealized
Praxair Inc 0.0%
Value ($000) $326 Shares 2,900 Est. Cost $115.15 Unrealized
AIG American Intl Group Inc 0.0%
Value ($000) $317 Shares 6,000 Est. Cost $32.51 Unrealized +33.2%
O Reilly Automotive Inc 0.0%
Value ($000) $298 Shares 1,100 Est. Cost $273.88 Unrealized
General Electric 0.0%
Value ($000) $291 Shares 9,246 Est. Cost $23.40 Unrealized
CSL Carlisle Inc 0.0%
Value ($000) $285 Shares 2,700 Est. Cost $55.89 Unrealized +60.9%
3M Company 0.0%
Value ($000) $267 Shares 1,525 Est. Cost $144.05 Unrealized
Groupe Danone 0.0%
Value ($000) $252 Shares 3,575 Est. Cost $74.51 Unrealized
JNJ Johnson & Johnson 0.0%
Value ($000) $249 Shares 2,050 Est. Cost $87.05 Unrealized 0.0%
USB US Bancorp 0.0%
Value ($000) $242 Shares 6,000 Est. Cost $29.81 Unrealized -2.1%
Alleghany Corp 0.0%
Value ($000) $231 Shares 421 Est. Cost $477.43 Unrealized
GD General Dynamics Corp 0.0%
Value ($000) $223 Shares 1,600 Est. Cost $56.44 Unrealized +100.3%
UNP Union Pac Corp 0.0%
Value ($000) $219 Shares 2,510 Est. Cost $68.24 Unrealized 0.0%
HTLD Heartland Express Inc 0.0%
Value ($000) $217 Shares 12,499 Est. Cost $13.77 Unrealized +29.3%
Conocophillips 0.0%
Value ($000) $213 Shares 4,888 Est. Cost $60.52 Unrealized
MAT Mattel Inc 0.0%
Value ($000) $207 Shares 6,625 Est. Cost $30.38 Unrealized +4.4%
Oracle Corp 0.0%
Value ($000) $205 Shares 5,000 Est. Cost $41.00 Unrealized
BP BP PLC ADR 0.0%
Value ($000) $202 Shares 5,696 Est. Cost $35.46 Unrealized
Hanjaya Mandala Sampoerna 0.0%
Value ($000) $198 Shares 687,500 Est. Cost $0.50 Unrealized
Centerstate BKS FLA Inc 0.0%
Value ($000) $158 Shares 10,004 Est. Cost $9.72 Unrealized
Cir SPA 0.0%
Value ($000) $135 Shares 125,000 Est. Cost $1.13 Unrealized
Bollore 0.0%
Value ($000) $102 Shares 30,000 Est. Cost $4.57 Unrealized
Indivior PLC 0.0%
Value ($000) $92 Shares 27,527 Est. Cost $2.34 Unrealized
PZ Cussons PLC 0.0%
Value ($000) $66 Shares 15,000 Est. Cost $5.27 Unrealized
LT Group Inc 0.0%
Value ($000) $51 Shares 150,000 Est. Cost $0.34 Unrealized