GARDNER RUSSO & QUINN LLC Diversified Active

CIK: 0000860643 · Show all filings

Period: Q1 2017 (← Previous) (Next →)

Filing Date: May 11, 2017

Total Value ($000): $12,921,407 (100.0% shares, 0.0% debt)

Holdings (102)

NSRGY Nestle SA-Spons ADR 9.5%
Value ($000) $1,229,622 Shares 15,989,885 Est. Cost $66.55 Unrealized
BRK/A Berkshire Hathaway Inc Cl A 9.4%
Value ($000) $1,219,768 Shares 4,882 Est. Cost $165329.39 Unrealized +51.7%
PM Philip Morris International In 9.0%
Value ($000) $1,164,430 Shares 10,313,815 Est. Cost $49.47 Unrealized +32.6%
Mastercard Inc Cl A 8.3%
Value ($000) $1,071,338 Shares 9,525,546 Est. Cost $125.30 Unrealized
Compagnie Financiere Richemont 7.3%
Value ($000) $942,725 Shares 11,914,401 Est. Cost $89.25 Unrealized
Heineken Holding NV 6.9%
Value ($000) $889,357 Shares 11,150,922 Est. Cost $57.53 Unrealized
Anheuser-Busch InBev SA 6.0%
Value ($000) $772,729 Shares 7,021,186 Est. Cost $106.48 Unrealized
WFC Wells Fargo 5.9%
Value ($000) $759,975 Shares 13,653,885 Est. Cost $28.43 Unrealized +56.1%
Unilever NV ADR 5.9%
Value ($000) $757,021 Shares 15,237,940 Est. Cost $39.70 Unrealized
Pernod Ricard 5.8%
Value ($000) $748,096 Shares 6,307,031 Est. Cost $112.15 Unrealized
BRK/B Berkshire Hathaway Inc Cl B 3.2%
Value ($000) $416,567 Shares 2,499,201 Est. Cost $111.89 Unrealized +49.5%
MLM Martin Marietta Materials 3.0%
Value ($000) $388,413 Shares 1,779,672 Est. Cost $94.56 Unrealized +118.3%
Altria Group Inc 3.0%
Value ($000) $384,294 Shares 5,380,768 Est. Cost $35.00 Unrealized
The Swatch Group AG-BR 2.9%
Value ($000) $374,310 Shares 1,044,510 Est. Cost $358.51 Unrealized
British American Tobacco PLC 2.6%
Value ($000) $338,748 Shares 5,111,336 Est. Cost $51.54 Unrealized
Comcast Corp New Cl A 2.1%
Value ($000) $268,539 Shares 7,143,906 Est. Cost $47.08 Unrealized
Diageo PLC 2.1%
Value ($000) $267,358 Shares 9,363,233 Est. Cost $28.85 Unrealized
JC Decaux SA ACT 2.0%
Value ($000) $252,807 Shares 7,164,839 Est. Cost $34.56 Unrealized
BF/A Brown-Forman Corp Cl A 1.7%
Value ($000) $213,846 Shares 4,543,152 Est. Cost $21.51 Unrealized +11.9%
Scripps Networks Interactive C 0.7%
Value ($000) $90,330 Shares 1,152,605 Est. Cost $66.79 Unrealized
BF/B Brown-Forman Corp Cl B 0.5%
Value ($000) $64,425 Shares 1,395,094 Est. Cost $29.48 Unrealized +7.2%
Diageo PLC Sponsored ADR 0.4%
Value ($000) $54,745 Shares 473,651 Est. Cost $114.94 Unrealized
Visa Inc Cl A 0.4%
Value ($000) $48,894 Shares 550,171 Est. Cost $90.59 Unrealized
Exxon Mobil Corp 0.1%
Value ($000) $13,281 Shares 161,941 Est. Cost $90.04 Unrealized
AXP American Express 0.1%
Value ($000) $12,736 Shares 160,993 Est. Cost $61.43 Unrealized +12.6%
FMX Fomento Economico Mex Sp ADR 0.1%
Value ($000) $11,355 Shares 128,280 Est. Cost $99.80 Unrealized
MKL Markel Corp 0.1%
Value ($000) $10,990 Shares 11,262 Est. Cost $523.59 Unrealized +80.5%
Crane 0.1%
Value ($000) $10,100 Shares 134,973 Est. Cost $59.92 Unrealized
DANOY Danone ADR 0.1%
Value ($000) $10,046 Shares 736,605 Est. Cost $13.68 Unrealized
Swedish Match AB 0.1%
Value ($000) $9,105 Shares 278,868 Est. Cost $35.28 Unrealized
Outfront Media Inc 0.1%
Value ($000) $7,573 Shares 285,225 Est. Cost $23.42 Unrealized
KO Coca-Cola 0.1%
Value ($000) $7,332 Shares 172,757 Est. Cost $27.86 Unrealized +13.1%
MLKN Herman Miller Inc 0.1%
Value ($000) $6,574 Shares 208,366 Est. Cost $19.62 Unrealized +26.2%
PG Procter & Gamble 0.0%
Value ($000) $5,787 Shares 64,402 Est. Cost $55.04 Unrealized +27.2%
HRL Hormel Foods Corp 0.0%
Value ($000) $5,425 Shares 156,649 Est. Cost $22.56 Unrealized +26.4%
DOV Dover Corp 0.0%
Value ($000) $4,604 Shares 57,301 Est. Cost $40.34 Unrealized +36.9%
Heineken NV 0.0%
Value ($000) $4,249 Shares 49,788 Est. Cost $63.62 Unrealized
PEP Pepsico Inc 0.0%
Value ($000) $4,018 Shares 35,919 Est. Cost $57.29 Unrealized +43.0%
JP Morgan Chase & Co WTS Exp 1 0.0%
Value ($000) $3,950 Shares 85,300 Est. Cost $17.61 Unrealized
Wells Fargo WTS Exp 10/28/18 0.0%
Value ($000) $3,362 Shares 151,500 Est. Cost $14.82 Unrealized
MKC McCormick Inc 0.0%
Value ($000) $3,298 Shares 33,805 Est. Cost $28.19 Unrealized +45.1%
MSFT Microsoft Corp 0.0%
Value ($000) $3,253 Shares 49,400 Est. Cost $26.97 Unrealized +114.4%
M&T Bank Corp Wts Exp 12/23/1 0.0%
Value ($000) $3,228 Shares 40,000 Est. Cost $44.15 Unrealized
Nestle SA-REG 0.0%
Value ($000) $3,172 Shares 41,310 Est. Cost $67.33 Unrealized
Anheuser-Busch InBev SA Restri 0.0%
Value ($000) $3,115 Shares 28,305 Est. Cost $110.05 Unrealized
Du Pont E I De Nemours 0.0%
Value ($000) $3,025 Shares 37,654 Est. Cost $53.97 Unrealized
CVX Chevron Corp 0.0%
Value ($000) $2,901 Shares 27,022 Est. Cost $71.30 Unrealized +7.7%
Royal Dutch Shell PLC ADR A 0.0%
Value ($000) $2,847 Shares 53,990 Est. Cost $64.36 Unrealized
PNC PNC Bank Corp 0.0%
Value ($000) $2,776 Shares 23,090 Est. Cost $52.43 Unrealized +74.1%
BIC 0.0%
Value ($000) $2,589 Shares 20,725 Est. Cost $111.58 Unrealized
Reckitt Benckiser Group PLC 0.0%
Value ($000) $2,398 Shares 26,317 Est. Cost $76.19 Unrealized
Alphabet Inc Cl C 0.0%
Value ($000) $2,074 Shares 2,500 Est. Cost $695.03 Unrealized
KHC Kraft Heinz Co 0.0%
Value ($000) $2,018 Shares 22,225 Est. Cost $48.78 Unrealized +22.8%
Unilever NV 0.0%
Value ($000) $1,943 Shares 39,000 Est. Cost $39.70 Unrealized
Eaton Vance Sr Income TR SF 0.0%
Value ($000) $1,921 Shares 283,390 Est. Cost $7.50 Unrealized
HEINY Heineken NV Spons ADR 0.0%
Value ($000) $1,895 Shares 44,395 Est. Cost $34.30 Unrealized
CFRUY CIE Financiere Richemont-Unsp 0.0%
Value ($000) $1,876 Shares 237,105 Est. Cost $8.30 Unrealized
Lindt & Spruengli AG - Reg 0.0%
Value ($000) $1,728 Shares 26 Est. Cost $44334.24 Unrealized
IBM I B M 0.0%
Value ($000) $1,595 Shares 9,159 Est. Cost $113.30 Unrealized +1.0%
FULT Fulton Finl Corp 0.0%
Value ($000) $1,550 Shares 86,843 Est. Cost $8.89 Unrealized +47.3%
Pernod-Ricard SA-Unspon ADR 0.0%
Value ($000) $1,541 Shares 64,945 Est. Cost $22.65 Unrealized
Alphabet Inc Cl A 0.0%
Value ($000) $1,536 Shares 1,812 Est. Cost $685.65 Unrealized
Loreal SA 0.0%
Value ($000) $1,427 Shares 7,405 Est. Cost $173.83 Unrealized
BAC Bank Amer Corp 0.0%
Value ($000) $1,144 Shares 48,500 Est. Cost $10.11 Unrealized +91.7%
Costco Whsl Corp 0.0%
Value ($000) $1,114 Shares 6,643 Est. Cost $116.47 Unrealized
ABBV AbbVie Inc 0.0%
Value ($000) $1,056 Shares 16,200 Est. Cost $26.55 Unrealized +63.8%
BB&T Corp 0.0%
Value ($000) $1,052 Shares 23,536 Est. Cost $34.03 Unrealized
Pargesa Holding AG - B 0.0%
Value ($000) $1,033 Shares 14,601 Est. Cost $66.60 Unrealized
LAMR Lamar Advertising Co-A 0.0%
Value ($000) $1,009 Shares 13,500 Est. Cost $54.56 Unrealized
COTY Coty Inc-CL A 0.0%
Value ($000) $802 Shares 44,210 Est. Cost $18.17 Unrealized -7.7%
BTI British Amern Tob PLC ADR 0.0%
Value ($000) $790 Shares 11,912 Est. Cost $84.58 Unrealized
A P Moller-Maersk A/S 0.0%
Value ($000) $743 Shares 459 Est. Cost $3134.14 Unrealized
SWGAY The Swatch Group AG ADR 0.0%
Value ($000) $735 Shares 41,010 Est. Cost $17.46 Unrealized
ABT Abbott Labs 0.0%
Value ($000) $728 Shares 16,400 Est. Cost $28.85 Unrealized +28.0%
WMT Wal Mart Stores Inc 0.0%
Value ($000) $722 Shares 10,019 Est. Cost $19.84 Unrealized -0.3%
VMC Vulcan Materials 0.0%
Value ($000) $596 Shares 4,950 Est. Cost $108.72 Unrealized +4.1%
Nielsen Holdings PLC ORD 0.0%
Value ($000) $582 Shares 14,091 Est. Cost $46.71 Unrealized
DIS Disney Walt Productions 0.0%
Value ($000) $533 Shares 4,703 Est. Cost $61.24 Unrealized +68.2%
Pioneer Nat Res 0.0%
Value ($000) $503 Shares 2,700 Est. Cost $144.67 Unrealized
MCD McDonalds Corp 0.0%
Value ($000) $470 Shares 3,630 Est. Cost $71.80 Unrealized +41.7%
Anheuser-Busch InBev ADR 0.0%
Value ($000) $408 Shares 3,720 Est. Cost $98.19 Unrealized
SLB Schlumberger LTD 0.0%
Value ($000) $401 Shares 5,140 Est. Cost $60.67 Unrealized +4.4%
AIG American Intl Group Inc 0.0%
Value ($000) $375 Shares 6,000 Est. Cost $32.51 Unrealized +57.4%
Roche Holding AG 0.0%
Value ($000) $365 Shares 1,429 Est. Cost $255.42 Unrealized
O Reilly Automotive Inc 0.0%
Value ($000) $297 Shares 1,100 Est. Cost $273.88 Unrealized
3M Company 0.0%
Value ($000) $292 Shares 1,525 Est. Cost $144.05 Unrealized
Monsanto 0.0%
Value ($000) $275 Shares 2,425 Est. Cost $113.40 Unrealized
CC Chemours Co 0.0%
Value ($000) $261 Shares 6,779 Est. Cost $22.02 Unrealized 0.0%
UNP Union Pac Corp 0.0%
Value ($000) $255 Shares 2,410 Est. Cost $68.24 Unrealized +28.4%
Groupe Danone 0.0%
Value ($000) $244 Shares 3,575 Est. Cost $74.51 Unrealized
Conocophillips 0.0%
Value ($000) $244 Shares 4,888 Est. Cost $60.52 Unrealized
Alleghany Corp 0.0%
Value ($000) $240 Shares 391 Est. Cost $477.43 Unrealized
HTLD Heartland Express Inc 0.0%
Value ($000) $239 Shares 11,899 Est. Cost $13.77 Unrealized +47.4%
Centerstate BKS FLA Inc 0.0%
Value ($000) $233 Shares 9,004 Est. Cost $9.72 Unrealized
Unum Group 0.0%
Value ($000) $211 Shares 4,500 Est. Cost $46.89 Unrealized
General Electric 0.0%
Value ($000) $211 Shares 7,080 Est. Cost $23.40 Unrealized
Hanjaya Mandala Sampoerna 0.0%
Value ($000) $201 Shares 687,500 Est. Cost $0.50 Unrealized
Cir SPA 0.0%
Value ($000) $191 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) $97 Shares 24,037 Est. Cost $2.34 Unrealized
PZ Cussons PLC 0.0%
Value ($000) $60 Shares 15,000 Est. Cost $5.27 Unrealized
LT Group Inc 0.0%
Value ($000) $48 Shares 150,000 Est. Cost $0.34 Unrealized