GARDNER RUSSO & QUINN LLC Diversified Active

CIK: 0000860643 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Nov 14, 2016

Total Value ($000): $12,018,952 (100.0% shares, 0.0% debt)

Holdings (100)

NSRGY Nestle SA-Spons ADR 10.4%
Value ($000) $1,248,980 Shares 15,816,601 Est. Cost $66.55 Unrealized
BRK/A Berkshire Hathaway Inc Cl A 9.0%
Value ($000) $1,077,640 Shares 4,984 Est. Cost $165329.39 Unrealized +32.7%
PM Philip Morris International In 8.3%
Value ($000) $1,002,728 Shares 10,314,013 Est. Cost $49.47 Unrealized +25.9%
Mastercard Inc Cl A 8.3%
Value ($000) $994,815 Shares 9,775,132 Est. Cost $125.30 Unrealized
Heineken Holding NV 7.2%
Value ($000) $867,056 Shares 10,808,907 Est. Cost $56.93 Unrealized
Anheuser-Busch InBev ADR 7.2%
Value ($000) $866,276 Shares 6,592,165 Est. Cost $98.19 Unrealized
Pernod Ricard 6.2%
Value ($000) $745,447 Shares 6,296,414 Est. Cost $112.06 Unrealized
Compagnie Financiere Richemont 6.1%
Value ($000) $728,665 Shares 11,931,897 Est. Cost $89.25 Unrealized
WFC Wells Fargo 5.8%
Value ($000) $700,003 Shares 15,808,558 Est. Cost $28.43 Unrealized +29.6%
Unilever NV ADR 5.5%
Value ($000) $660,275 Shares 14,322,660 Est. Cost $39.61 Unrealized
BRK/B Berkshire Hathaway Inc Cl B 3.1%
Value ($000) $374,394 Shares 2,591,501 Est. Cost $111.89 Unrealized +30.7%
Altria Group Inc 3.1%
Value ($000) $372,636 Shares 5,893,334 Est. Cost $35.00 Unrealized
MLM Martin Marietta Materials 3.1%
Value ($000) $370,639 Shares 2,069,336 Est. Cost $94.56 Unrealized +88.1%
British American Tobacco PLC 2.7%
Value ($000) $323,915 Shares 5,057,949 Est. Cost $51.45 Unrealized
The Swatch Group AG-BR 2.3%
Value ($000) $277,016 Shares 977,574 Est. Cost $360.37 Unrealized
Diageo PLC 2.2%
Value ($000) $268,509 Shares 9,351,031 Est. Cost $28.85 Unrealized
Comcast Corp New Cl A 2.1%
Value ($000) $250,776 Shares 3,780,163 Est. Cost $56.31 Unrealized
BF/A Brown-Forman Corp Cl A 2.0%
Value ($000) $235,303 Shares 4,729,714 Est. Cost $21.51 Unrealized +20.8%
JC Decaux SA ACT 1.7%
Value ($000) $203,473 Shares 6,291,096 Est. Cost $35.06 Unrealized
Scripps Networks Interactive C 0.6%
Value ($000) $74,795 Shares 1,178,056 Est. Cost $66.79 Unrealized
BF/B Brown-Forman Corp Cl B 0.5%
Value ($000) $59,574 Shares 1,255,769 Est. Cost $29.26 Unrealized +11.9%
Diageo PLC Sponsored ADR 0.5%
Value ($000) $55,933 Shares 482,019 Est. Cost $114.94 Unrealized
Visa Inc Cl A 0.4%
Value ($000) $44,825 Shares 542,014 Est. Cost $90.62 Unrealized
Exxon Mobil Corp 0.1%
Value ($000) $14,254 Shares 163,315 Est. Cost $90.14 Unrealized
FMX Fomento Economico Mex Sp ADR 0.1%
Value ($000) $11,474 Shares 124,665 Est. Cost $100.32 Unrealized
MKL Markel Corp 0.1%
Value ($000) $11,133 Shares 11,987 Est. Cost $523.59 Unrealized +78.2%
Swedish Match AB 0.1%
Value ($000) $11,058 Shares 300,938 Est. Cost $35.28 Unrealized
Anheuser-Busch InBev SA 0.1%
Value ($000) $9,993 Shares 76,260 Est. Cost $131.04 Unrealized
AXP American Express 0.1%
Value ($000) $9,967 Shares 155,638 Est. Cost $61.32 Unrealized -8.2%
DANOY Danone ADR 0.1%
Value ($000) $9,884 Shares 665,770 Est. Cost $13.71 Unrealized
Crane 0.1%
Value ($000) $9,687 Shares 153,741 Est. Cost $59.92 Unrealized
KO Coca-Cola 0.1%
Value ($000) $7,867 Shares 185,892 Est. Cost $27.86 Unrealized +16.8%
PG Procter & Gamble 0.1%
Value ($000) $7,072 Shares 78,792 Est. Cost $55.04 Unrealized +22.7%
MLKN Herman Miller Inc 0.1%
Value ($000) $6,393 Shares 223,543 Est. Cost $19.62 Unrealized +33.2%
HRL Hormel Foods Corp 0.1%
Value ($000) $6,215 Shares 163,849 Est. Cost $22.56 Unrealized +30.4%
Outfront Media Inc 0.0%
Value ($000) $5,929 Shares 250,700 Est. Cost $23.06 Unrealized
JP Morgan Chase & Co WTS Exp 1 0.0%
Value ($000) $5,782 Shares 234,750 Est. Cost $17.61 Unrealized
DOV Dover Corp 0.0%
Value ($000) $4,590 Shares 62,326 Est. Cost $40.34 Unrealized +22.8%
Heineken NV 0.0%
Value ($000) $4,382 Shares 49,788 Est. Cost $63.62 Unrealized
PEP Pepsico Inc 0.0%
Value ($000) $4,031 Shares 37,062 Est. Cost $57.29 Unrealized +41.5%
SABMiller PLC 0.0%
Value ($000) $3,840 Shares 65,760 Est. Cost $48.32 Unrealized
CVX Chevron Corp 0.0%
Value ($000) $3,658 Shares 35,542 Est. Cost $71.30 Unrealized -4.0%
MKC McCormick Inc 0.0%
Value ($000) $3,498 Shares 35,005 Est. Cost $28.19 Unrealized +50.3%
M&T Bank Corp Wts Exp 12/23/1 0.0%
Value ($000) $3,474 Shares 82,139 Est. Cost $44.15 Unrealized
Wells Fargo WTS Exp 10/28/18 0.0%
Value ($000) $3,345 Shares 268,000 Est. Cost $14.82 Unrealized
Nestle SA-REG 0.0%
Value ($000) $3,262 Shares 41,310 Est. Cost $67.33 Unrealized
BIC 0.0%
Value ($000) $3,214 Shares 21,725 Est. Cost $108.97 Unrealized
MSFT Microsoft Corp 0.0%
Value ($000) $2,912 Shares 50,550 Est. Cost $26.97 Unrealized +86.5%
Royal Dutch Shell PLC ADR A 0.0%
Value ($000) $2,900 Shares 57,920 Est. Cost $64.36 Unrealized
Reckitt Benckiser Group PLC 0.0%
Value ($000) $2,787 Shares 29,537 Est. Cost $76.19 Unrealized
Du Pont E I De Nemours 0.0%
Value ($000) $2,524 Shares 37,687 Est. Cost $53.97 Unrealized
Lindt & Spruengli AG - Reg 0.0%
Value ($000) $2,326 Shares 34 Est. Cost $44334.24 Unrealized
PNC PNC Bank Corp 0.0%
Value ($000) $2,145 Shares 23,810 Est. Cost $52.43 Unrealized +20.7%
KHC Kraft Heinz Co 0.0%
Value ($000) $1,920 Shares 21,450 Est. Cost $48.44 Unrealized +19.8%
Eaton Vance Sr Income TR SF 0.0%
Value ($000) $1,846 Shares 286,696 Est. Cost $7.50 Unrealized
Unilever NV 0.0%
Value ($000) $1,731 Shares 37,500 Est. Cost $39.64 Unrealized
IBM I B M 0.0%
Value ($000) $1,707 Shares 10,749 Est. Cost $113.30 Unrealized -10.2%
HEINY Heineken NV Spons ADR 0.0%
Value ($000) $1,707 Shares 38,802 Est. Cost $32.87 Unrealized
WMT Wal Mart Stores Inc 0.0%
Value ($000) $1,643 Shares 22,775 Est. Cost $19.84 Unrealized +3.8%
Goldman Sachs Group Inc 0.0%
Value ($000) $1,515 Shares 9,393 Est. Cost $151.25 Unrealized
BB&T Corp 0.0%
Value ($000) $1,425 Shares 37,787 Est. Cost $34.03 Unrealized
FULT Fulton Finl Corp 0.0%
Value ($000) $1,357 Shares 93,443 Est. Cost $8.89 Unrealized +10.0%
CFRUY CIE Financiere Richemont-Unsp 0.0%
Value ($000) $1,332 Shares 218,125 Est. Cost $8.34 Unrealized
Pernod-Ricard SA-Unspon ADR 0.0%
Value ($000) $1,331 Shares 56,225 Est. Cost $22.48 Unrealized
Alphabet Inc Cl C 0.0%
Value ($000) $1,325 Shares 1,704 Est. Cost $657.46 Unrealized
Alphabet Inc Cl A 0.0%
Value ($000) $1,276 Shares 1,587 Est. Cost $660.91 Unrealized
Loreal SA 0.0%
Value ($000) $1,261 Shares 6,675 Est. Cost $171.77 Unrealized
Pargesa Holding AG - B 0.0%
Value ($000) $1,195 Shares 17,401 Est. Cost $66.60 Unrealized
ABBV AbbVie Inc 0.0%
Value ($000) $1,079 Shares 17,106 Est. Cost $26.55 Unrealized +65.4%
Costco Whsl Corp 0.0%
Value ($000) $994 Shares 6,516 Est. Cost $115.59 Unrealized
LAMR Lamar Advertising Co-A 0.0%
Value ($000) $913 Shares 13,985 Est. Cost $54.56 Unrealized
BAC Bank Amer Corp 0.0%
Value ($000) $800 Shares 51,100 Est. Cost $10.11 Unrealized +19.3%
A P Moller-Maersk A/S 0.0%
Value ($000) $785 Shares 559 Est. Cost $3134.14 Unrealized
BTI British Amern Tob PLC ADR 0.0%
Value ($000) $702 Shares 5,496 Est. Cost $105.54 Unrealized
ABT Abbott Labs 0.0%
Value ($000) $694 Shares 16,400 Est. Cost $28.85 Unrealized +25.3%
Nielsen Holdings PLC ORD 0.0%
Value ($000) $589 Shares 10,986 Est. Cost $48.22 Unrealized
VMC Vulcan Materials 0.0%
Value ($000) $557 Shares 4,900 Est. Cost $108.68 Unrealized 0.0%
SWGAY The Swatch Group AG ADR 0.0%
Value ($000) $519 Shares 36,650 Est. Cost $17.41 Unrealized
Pioneer Nat Res 0.0%
Value ($000) $501 Shares 2,700 Est. Cost $144.67 Unrealized
DIS Disney Walt Productions 0.0%
Value ($000) $455 Shares 4,903 Est. Cost $61.24 Unrealized +45.1%
MCD McDonalds Corp 0.0%
Value ($000) $419 Shares 3,630 Est. Cost $71.80 Unrealized +31.7%
SLB Schlumberger LTD 0.0%
Value ($000) $417 Shares 5,300 Est. Cost $60.67 Unrealized 0.0%
AIG American Intl Group Inc 0.0%
Value ($000) $356 Shares 6,000 Est. Cost $32.51 Unrealized +38.6%
O Reilly Automotive Inc 0.0%
Value ($000) $308 Shares 1,100 Est. Cost $273.88 Unrealized
General Electric 0.0%
Value ($000) $274 Shares 9,246 Est. Cost $23.40 Unrealized
3M Company 0.0%
Value ($000) $269 Shares 1,525 Est. Cost $144.05 Unrealized
Groupe Danone 0.0%
Value ($000) $265 Shares 3,575 Est. Cost $74.51 Unrealized
CSL Carlisle Inc 0.0%
Value ($000) $256 Shares 2,500 Est. Cost $55.89 Unrealized +65.9%
UNP Union Pac Corp 0.0%
Value ($000) $245 Shares 2,510 Est. Cost $68.24 Unrealized +11.3%
HTLD Heartland Express Inc 0.0%
Value ($000) $236 Shares 12,499 Est. Cost $13.77 Unrealized +36.1%
Alleghany Corp 0.0%
Value ($000) $221 Shares 421 Est. Cost $477.43 Unrealized
Conocophillips 0.0%
Value ($000) $212 Shares 4,888 Est. Cost $60.52 Unrealized
Hanjaya Mandala Sampoerna 0.0%
Value ($000) $208 Shares 687,500 Est. Cost $0.50 Unrealized
MAT Mattel Inc 0.0%
Value ($000) $201 Shares 6,625 Est. Cost $30.38 Unrealized +7.6%
Centerstate BKS FLA Inc 0.0%
Value ($000) $177 Shares 10,004 Est. Cost $9.72 Unrealized
Cir SPA 0.0%
Value ($000) $128 Shares 125,000 Est. Cost $1.13 Unrealized
Indivior PLC 0.0%
Value ($000) $110 Shares 27,527 Est. Cost $2.34 Unrealized
Bollore 0.0%
Value ($000) $104 Shares 30,000 Est. Cost $4.57 Unrealized
PZ Cussons PLC 0.0%
Value ($000) $71 Shares 15,000 Est. Cost $5.27 Unrealized
LT Group Inc 0.0%
Value ($000) $47 Shares 150,000 Est. Cost $0.34 Unrealized