GARDNER RUSSO & QUINN LLC Diversified Active

CIK: 0000860643 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Feb 13, 2017

Total Value ($000): $11,817,855 (100.0% shares, 0.0% debt)

Holdings (97)

BRK/A Berkshire Hathaway Inc Cl A 10.1%
Value ($000) $1,199,122 Shares 4,912 Est. Cost $165329.39 Unrealized +39.6%
NSRGY Nestle SA-Spons ADR 9.7%
Value ($000) $1,142,793 Shares 15,929,649 Est. Cost $66.55 Unrealized
Mastercard Inc Cl A 8.4%
Value ($000) $991,532 Shares 9,603,214 Est. Cost $125.30 Unrealized
PM Philip Morris International In 8.0%
Value ($000) $948,185 Shares 10,363,811 Est. Cost $49.47 Unrealized +17.7%
WFC Wells Fargo 6.8%
Value ($000) $806,802 Shares 14,639,845 Est. Cost $28.43 Unrealized +37.3%
Compagnie Financiere Richemont 6.7%
Value ($000) $790,438 Shares 11,910,471 Est. Cost $89.25 Unrealized
Heineken Holding NV 6.4%
Value ($000) $757,401 Shares 10,857,060 Est. Cost $56.93 Unrealized
Anheuser-Busch InBev SA 6.1%
Value ($000) $716,784 Shares 6,758,600 Est. Cost $106.34 Unrealized
Pernod Ricard 5.7%
Value ($000) $676,314 Shares 6,228,340 Est. Cost $112.06 Unrealized
Unilever NV ADR 5.3%
Value ($000) $626,117 Shares 15,248,821 Est. Cost $39.70 Unrealized
BRK/B Berkshire Hathaway Inc Cl B 3.5%
Value ($000) $417,560 Shares 2,562,032 Est. Cost $111.89 Unrealized +37.6%
MLM Martin Marietta Materials 3.4%
Value ($000) $401,931 Shares 1,814,339 Est. Cost $94.56 Unrealized +103.0%
Altria Group Inc 3.1%
Value ($000) $371,703 Shares 5,496,944 Est. Cost $35.00 Unrealized
The Swatch Group AG-BR 2.7%
Value ($000) $316,711 Shares 1,016,384 Est. Cost $358.51 Unrealized
British American Tobacco PLC 2.5%
Value ($000) $293,654 Shares 5,142,295 Est. Cost $51.54 Unrealized
Comcast Corp New Cl A 2.1%
Value ($000) $250,024 Shares 3,620,913 Est. Cost $56.31 Unrealized
Diageo PLC 2.0%
Value ($000) $242,108 Shares 9,286,040 Est. Cost $28.85 Unrealized
BF/A Brown-Forman Corp Cl A 1.8%
Value ($000) $214,604 Shares 4,640,083 Est. Cost $21.51 Unrealized +12.2%
JC Decaux SA ACT 1.7%
Value ($000) $204,640 Shares 6,946,556 Est. Cost $34.53 Unrealized
Scripps Networks Interactive C 0.7%
Value ($000) $83,185 Shares 1,165,551 Est. Cost $66.79 Unrealized
BF/B Brown-Forman Corp Cl B 0.5%
Value ($000) $56,752 Shares 1,263,411 Est. Cost $29.26 Unrealized +5.8%
Diageo PLC Sponsored ADR 0.4%
Value ($000) $49,862 Shares 479,721 Est. Cost $114.94 Unrealized
Visa Inc Cl A 0.4%
Value ($000) $42,133 Shares 540,034 Est. Cost $90.62 Unrealized
Anheuser-Busch InBev ADR 0.2%
Value ($000) $18,061 Shares 171,291 Est. Cost $98.19 Unrealized
Exxon Mobil Corp 0.1%
Value ($000) $14,440 Shares 159,985 Est. Cost $90.14 Unrealized
AXP American Express 0.1%
Value ($000) $11,752 Shares 158,633 Est. Cost $61.31 Unrealized -0.5%
MKL Markel Corp 0.1%
Value ($000) $10,639 Shares 11,762 Est. Cost $523.59 Unrealized +70.3%
Crane 0.1%
Value ($000) $9,770 Shares 135,473 Est. Cost $59.92 Unrealized
FMX Fomento Economico Mex Sp ADR 0.1%
Value ($000) $9,711 Shares 127,430 Est. Cost $99.80 Unrealized
Swedish Match AB 0.1%
Value ($000) $9,549 Shares 299,338 Est. Cost $35.28 Unrealized
DANOY Danone ADR 0.1%
Value ($000) $8,675 Shares 683,075 Est. Cost $13.68 Unrealized
KO Coca-Cola 0.1%
Value ($000) $7,576 Shares 182,737 Est. Cost $27.86 Unrealized +12.0%
MLKN Herman Miller Inc 0.1%
Value ($000) $7,246 Shares 211,866 Est. Cost $19.62 Unrealized +26.4%
JP Morgan Chase & Co WTS Exp 1 0.1%
Value ($000) $7,116 Shares 160,750 Est. Cost $17.61 Unrealized
Outfront Media Inc 0.1%
Value ($000) $6,505 Shares 261,547 Est. Cost $23.14 Unrealized
HRL Hormel Foods Corp 0.0%
Value ($000) $5,648 Shares 162,249 Est. Cost $22.56 Unrealized +27.2%
PG Procter & Gamble 0.0%
Value ($000) $5,507 Shares 65,495 Est. Cost $55.04 Unrealized +21.3%
M&T Bank Corp Wts Exp 12/23/1 0.0%
Value ($000) $5,168 Shares 65,000 Est. Cost $44.15 Unrealized
Wells Fargo WTS Exp 10/28/18 0.0%
Value ($000) $4,757 Shares 223,000 Est. Cost $14.82 Unrealized
DOV Dover Corp 0.0%
Value ($000) $4,419 Shares 58,976 Est. Cost $40.34 Unrealized +23.4%
PEP Pepsico Inc 0.0%
Value ($000) $3,857 Shares 36,867 Est. Cost $57.29 Unrealized +38.5%
Heineken NV 0.0%
Value ($000) $3,742 Shares 49,788 Est. Cost $63.62 Unrealized
CVX Chevron Corp 0.0%
Value ($000) $3,436 Shares 29,197 Est. Cost $71.30 Unrealized +3.5%
BIC 0.0%
Value ($000) $3,273 Shares 24,025 Est. Cost $111.58 Unrealized
MKC McCormick Inc 0.0%
Value ($000) $3,206 Shares 34,355 Est. Cost $28.19 Unrealized +39.1%
MSFT Microsoft Corp 0.0%
Value ($000) $3,141 Shares 50,550 Est. Cost $26.97 Unrealized +100.0%
Royal Dutch Shell PLC ADR A 0.0%
Value ($000) $3,056 Shares 56,200 Est. Cost $64.36 Unrealized
Nestle SA-REG 0.0%
Value ($000) $2,969 Shares 41,310 Est. Cost $67.33 Unrealized
Du Pont E I De Nemours 0.0%
Value ($000) $2,753 Shares 37,503 Est. Cost $53.97 Unrealized
PNC PNC Bank Corp 0.0%
Value ($000) $2,713 Shares 23,200 Est. Cost $52.43 Unrealized +47.1%
Reckitt Benckiser Group PLC 0.0%
Value ($000) $2,492 Shares 29,292 Est. Cost $76.19 Unrealized
Lindt & Spruengli AG - Reg 0.0%
Value ($000) $2,071 Shares 34 Est. Cost $44334.24 Unrealized
KHC Kraft Heinz Co 0.0%
Value ($000) $1,906 Shares 21,825 Est. Cost $48.57 Unrealized +16.2%
Alphabet Inc Cl C 0.0%
Value ($000) $1,890 Shares 2,449 Est. Cost $692.23 Unrealized
Eaton Vance Sr Income TR SF 0.0%
Value ($000) $1,880 Shares 281,387 Est. Cost $7.50 Unrealized
FULT Fulton Finl Corp 0.0%
Value ($000) $1,651 Shares 87,843 Est. Cost $8.89 Unrealized +32.3%
Unilever NV 0.0%
Value ($000) $1,609 Shares 39,000 Est. Cost $39.70 Unrealized
IBM I B M 0.0%
Value ($000) $1,585 Shares 9,549 Est. Cost $113.30 Unrealized -9.0%
CFRUY CIE Financiere Richemont-Unsp 0.0%
Value ($000) $1,441 Shares 217,125 Est. Cost $8.34 Unrealized
HEINY Heineken NV Spons ADR 0.0%
Value ($000) $1,426 Shares 37,932 Est. Cost $32.87 Unrealized
Alphabet Inc Cl A 0.0%
Value ($000) $1,246 Shares 1,572 Est. Cost $660.91 Unrealized
Pernod-Ricard SA-Unspon ADR 0.0%
Value ($000) $1,226 Shares 56,435 Est. Cost $22.48 Unrealized
Loreal SA 0.0%
Value ($000) $1,221 Shares 6,675 Est. Cost $171.77 Unrealized
Pargesa Holding AG - B 0.0%
Value ($000) $1,135 Shares 17,401 Est. Cost $66.60 Unrealized
BAC Bank Amer Corp 0.0%
Value ($000) $1,107 Shares 50,100 Est. Cost $10.11 Unrealized +55.0%
BB&T Corp 0.0%
Value ($000) $1,101 Shares 23,413 Est. Cost $34.03 Unrealized
ABBV AbbVie Inc 0.0%
Value ($000) $1,071 Shares 17,106 Est. Cost $26.55 Unrealized +57.4%
Costco Whsl Corp 0.0%
Value ($000) $1,064 Shares 6,648 Est. Cost $116.47 Unrealized
WMT Wal Mart Stores Inc 0.0%
Value ($000) $1,018 Shares 14,725 Est. Cost $19.84 Unrealized +0.4%
LAMR Lamar Advertising Co-A 0.0%
Value ($000) $940 Shares 13,975 Est. Cost $54.56 Unrealized
A P Moller-Maersk A/S 0.0%
Value ($000) $846 Shares 559 Est. Cost $3134.14 Unrealized
COTY Coty Inc-CL A 0.0%
Value ($000) $825 Shares 45,076 Est. Cost $18.17 Unrealized 0.0%
ABT Abbott Labs 0.0%
Value ($000) $630 Shares 16,400 Est. Cost $28.85 Unrealized +16.6%
BTI British Amern Tob PLC ADR 0.0%
Value ($000) $625 Shares 5,546 Est. Cost $105.54 Unrealized
VMC Vulcan Materials 0.0%
Value ($000) $613 Shares 4,900 Est. Cost $108.68 Unrealized +2.8%
SWGAY The Swatch Group AG ADR 0.0%
Value ($000) $569 Shares 36,510 Est. Cost $17.41 Unrealized
DIS Disney Walt Productions 0.0%
Value ($000) $490 Shares 4,703 Est. Cost $61.24 Unrealized +48.1%
Pioneer Nat Res 0.0%
Value ($000) $486 Shares 2,700 Est. Cost $144.67 Unrealized
Nielsen Holdings PLC ORD 0.0%
Value ($000) $478 Shares 11,386 Est. Cost $48.00 Unrealized
MCD McDonalds Corp 0.0%
Value ($000) $442 Shares 3,630 Est. Cost $71.80 Unrealized +31.3%
SLB Schlumberger LTD 0.0%
Value ($000) $434 Shares 5,165 Est. Cost $60.67 Unrealized +3.9%
AIG American Intl Group Inc 0.0%
Value ($000) $392 Shares 6,000 Est. Cost $32.51 Unrealized +53.2%
O Reilly Automotive Inc 0.0%
Value ($000) $306 Shares 1,100 Est. Cost $273.88 Unrealized
3M Company 0.0%
Value ($000) $272 Shares 1,525 Est. Cost $144.05 Unrealized
HTLD Heartland Express Inc 0.0%
Value ($000) $254 Shares 12,499 Est. Cost $13.77 Unrealized +45.9%
Centerstate BKS FLA Inc 0.0%
Value ($000) $252 Shares 10,004 Est. Cost $9.72 Unrealized
UNP Union Pac Corp 0.0%
Value ($000) $250 Shares 2,410 Est. Cost $68.24 Unrealized +17.7%
Conocophillips 0.0%
Value ($000) $245 Shares 4,888 Est. Cost $60.52 Unrealized
Alleghany Corp 0.0%
Value ($000) $238 Shares 391 Est. Cost $477.43 Unrealized
Groupe Danone 0.0%
Value ($000) $227 Shares 3,575 Est. Cost $74.51 Unrealized
General Electric 0.0%
Value ($000) $224 Shares 7,080 Est. Cost $23.40 Unrealized
Hanjaya Mandala Sampoerna 0.0%
Value ($000) $195 Shares 687,500 Est. Cost $0.50 Unrealized
Cir SPA 0.0%
Value ($000) $136 Shares 125,000 Est. Cost $1.13 Unrealized
Bollore 0.0%
Value ($000) $106 Shares 30,000 Est. Cost $4.57 Unrealized
Indivior PLC 0.0%
Value ($000) $100 Shares 27,337 Est. Cost $2.34 Unrealized
PZ Cussons PLC 0.0%
Value ($000) $62 Shares 15,000 Est. Cost $5.27 Unrealized
LT Group Inc 0.0%
Value ($000) $38 Shares 150,000 Est. Cost $0.34 Unrealized