GARDNER RUSSO & QUINN LLC Diversified Active

CIK: 0000860643 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Aug 14, 2017

Total Value ($000): $13,549,455 (100.0% shares, 0.0% debt)

Holdings (102)

NSRGY Nestle SA-Spons ADR 10.4%
Value ($000) $1,403,223 Shares 16,092,009 Est. Cost $66.55 Unrealized
BRK/A Berkshire Hathaway Inc Cl A 9.1%
Value ($000) $1,231,220 Shares 4,834 Est. Cost $165329.39 Unrealized +51.0%
PM Philip Morris International In 8.8%
Value ($000) $1,196,732 Shares 10,189,292 Est. Cost $49.47 Unrealized +50.1%
Mastercard Inc Cl A 8.6%
Value ($000) $1,160,905 Shares 9,558,705 Est. Cost $125.30 Unrealized
Heineken Holding NV 7.5%
Value ($000) $1,011,721 Shares 11,053,544 Est. Cost $57.53 Unrealized
Compagnie Financiere Richemont 7.2%
Value ($000) $977,402 Shares 11,848,219 Est. Cost $89.25 Unrealized
Pernod Ricard 6.2%
Value ($000) $838,893 Shares 6,273,056 Est. Cost $112.15 Unrealized
Unilever NV ADR 6.2%
Value ($000) $833,548 Shares 15,081,382 Est. Cost $39.70 Unrealized
Anheuser-Busch InBev SA 5.7%
Value ($000) $775,486 Shares 7,030,534 Est. Cost $106.48 Unrealized
WFC Wells Fargo 5.2%
Value ($000) $700,860 Shares 12,648,626 Est. Cost $28.43 Unrealized +48.4%
BRK/B Berkshire Hathaway Inc Cl B 3.1%
Value ($000) $425,071 Shares 2,509,718 Est. Cost $111.89 Unrealized +48.7%
Altria Group Inc 2.9%
Value ($000) $398,139 Shares 5,346,297 Est. Cost $35.00 Unrealized
MLM Martin Marietta Materials 2.9%
Value ($000) $393,066 Shares 1,765,953 Est. Cost $94.56 Unrealized +124.3%
The Swatch Group AG-BR 2.8%
Value ($000) $385,107 Shares 1,041,507 Est. Cost $358.51 Unrealized
British American Tobacco PLC 2.5%
Value ($000) $344,783 Shares 5,071,308 Est. Cost $51.54 Unrealized
Comcast Corp New Cl A 2.0%
Value ($000) $275,634 Shares 7,082,067 Est. Cost $47.08 Unrealized
Diageo PLC 2.0%
Value ($000) $269,875 Shares 9,158,652 Est. Cost $28.85 Unrealized
JC Decaux SA ACT 1.7%
Value ($000) $235,084 Shares 7,176,682 Est. Cost $34.56 Unrealized
BF/A Brown-Forman Corp Cl A 1.6%
Value ($000) $221,656 Shares 4,496,066 Est. Cost $21.51 Unrealized +18.0%
Scripps Networks Interactive C 0.6%
Value ($000) $78,705 Shares 1,152,171 Est. Cost $66.79 Unrealized
BF/B Brown-Forman Corp Cl B 0.5%
Value ($000) $70,397 Shares 1,448,495 Est. Cost $29.63 Unrealized +13.0%
Diageo PLC Sponsored ADR 0.4%
Value ($000) $56,532 Shares 471,770 Est. Cost $114.94 Unrealized
Visa Inc Cl A 0.4%
Value ($000) $52,722 Shares 562,186 Est. Cost $90.66 Unrealized
AXP American Express 0.1%
Value ($000) $13,884 Shares 164,812 Est. Cost $61.63 Unrealized +14.0%
FMX Fomento Economico Mex Sp ADR 0.1%
Value ($000) $13,164 Shares 133,860 Est. Cost $99.74 Unrealized
Exxon Mobil Corp 0.1%
Value ($000) $13,023 Shares 161,319 Est. Cost $90.04 Unrealized
DANOY Danone ADR 0.1%
Value ($000) $11,860 Shares 790,045 Est. Cost $13.77 Unrealized
MKL Markel Corp 0.1%
Value ($000) $10,844 Shares 11,112 Est. Cost $523.59 Unrealized +85.4%
Crane 0.1%
Value ($000) $10,682 Shares 134,573 Est. Cost $59.92 Unrealized
Swedish Match AB 0.1%
Value ($000) $9,753 Shares 277,243 Est. Cost $35.28 Unrealized
KO Coca-Cola 0.1%
Value ($000) $7,603 Shares 169,527 Est. Cost $27.86 Unrealized +20.9%
Outfront Media Inc 0.1%
Value ($000) $7,184 Shares 310,725 Est. Cost $23.39 Unrealized
MLKN Herman Miller Inc 0.0%
Value ($000) $6,248 Shares 205,516 Est. Cost $19.62 Unrealized +30.6%
Anheuser-Busch InBev SA Restri 0.0%
Value ($000) $5,733 Shares 51,983 Est. Cost $110.16 Unrealized
PG Procter & Gamble 0.0%
Value ($000) $5,612 Shares 64,392 Est. Cost $55.04 Unrealized +27.4%
HRL Hormel Foods Corp 0.0%
Value ($000) $5,316 Shares 155,849 Est. Cost $22.56 Unrealized +22.6%
Heineken NV 0.0%
Value ($000) $4,824 Shares 49,688 Est. Cost $63.62 Unrealized
DOV Dover Corp 0.0%
Value ($000) $4,446 Shares 55,426 Est. Cost $40.34 Unrealized +40.8%
PEP Pepsico Inc 0.0%
Value ($000) $4,067 Shares 35,219 Est. Cost $57.29 Unrealized +53.9%
JP Morgan Chase & Co WTS Exp 1 0.0%
Value ($000) $3,944 Shares 78,420 Est. Cost $17.61 Unrealized
Nestle SA-REG 0.0%
Value ($000) $3,573 Shares 41,000 Est. Cost $67.33 Unrealized
MSFT Microsoft Corp 0.0%
Value ($000) $3,405 Shares 49,400 Est. Cost $26.97 Unrealized +131.1%
MKC McCormick Inc 0.0%
Value ($000) $3,291 Shares 33,755 Est. Cost $28.19 Unrealized +52.3%
M&T Bank Corp Wts Exp 12/23/1 0.0%
Value ($000) $3,076 Shares 34,930 Est. Cost $44.15 Unrealized
Du Pont E I De Nemours 0.0%
Value ($000) $3,031 Shares 37,553 Est. Cost $53.97 Unrealized
Wells Fargo WTS Exp 10/28/18 0.0%
Value ($000) $2,995 Shares 134,895 Est. Cost $14.82 Unrealized
Royal Dutch Shell PLC ADR A 0.0%
Value ($000) $2,863 Shares 53,825 Est. Cost $64.36 Unrealized
PNC PNC Bank Corp 0.0%
Value ($000) $2,858 Shares 22,890 Est. Cost $52.43 Unrealized +72.3%
CVX Chevron Corp 0.0%
Value ($000) $2,698 Shares 25,856 Est. Cost $71.30 Unrealized +2.7%
Reckitt Benckiser Group PLC 0.0%
Value ($000) $2,666 Shares 26,367 Est. Cost $76.19 Unrealized
BIC 0.0%
Value ($000) $2,442 Shares 20,605 Est. Cost $111.58 Unrealized
Alphabet Inc Cl C 0.0%
Value ($000) $2,245 Shares 2,470 Est. Cost $695.03 Unrealized
Unilever NV 0.0%
Value ($000) $2,149 Shares 39,000 Est. Cost $39.70 Unrealized
HEINY Heineken NV Spons ADR 0.0%
Value ($000) $2,144 Shares 44,160 Est. Cost $34.30 Unrealized
CFRUY CIE Financiere Richemont-Unsp 0.0%
Value ($000) $1,960 Shares 237,640 Est. Cost $8.30 Unrealized
Alphabet Inc Cl A 0.0%
Value ($000) $1,954 Shares 2,102 Est. Cost $719.30 Unrealized
KHC Kraft Heinz Co 0.0%
Value ($000) $1,930 Shares 22,535 Est. Cost $48.94 Unrealized +24.1%
Eaton Vance Sr Income TR SF 0.0%
Value ($000) $1,897 Shares 285,330 Est. Cost $7.50 Unrealized
Lindt & Spruengli AG - Reg 0.0%
Value ($000) $1,885 Shares 27 Est. Cost $45277.97 Unrealized
Pernod-Ricard SA-Unspon ADR 0.0%
Value ($000) $1,728 Shares 64,625 Est. Cost $22.65 Unrealized
FULT Fulton Finl Corp 0.0%
Value ($000) $1,612 Shares 84,843 Est. Cost $8.89 Unrealized +45.4%
IBM I B M 0.0%
Value ($000) $1,374 Shares 8,934 Est. Cost $113.30 Unrealized -8.4%
BAC Bank Amer Corp 0.0%
Value ($000) $1,191 Shares 49,100 Est. Cost $10.22 Unrealized +86.9%
ABBV AbbVie Inc 0.0%
Value ($000) $1,175 Shares 16,200 Est. Cost $26.55 Unrealized +76.9%
VMC Vulcan Materials 0.0%
Value ($000) $1,138 Shares 8,985 Est. Cost $112.17 Unrealized +3.8%
Loreal SA 0.0%
Value ($000) $1,087 Shares 5,225 Est. Cost $173.83 Unrealized
BB&T Corp 0.0%
Value ($000) $1,075 Shares 23,676 Est. Cost $34.03 Unrealized
Costco Whsl Corp 0.0%
Value ($000) $1,062 Shares 6,643 Est. Cost $116.47 Unrealized
Pargesa Holding AG - B 0.0%
Value ($000) $992 Shares 13,026 Est. Cost $66.60 Unrealized
LAMR Lamar Advertising Co-A 0.0%
Value ($000) $974 Shares 13,240 Est. Cost $54.56 Unrealized
BTI British Amern Tob PLC ADR 0.0%
Value ($000) $831 Shares 12,122 Est. Cost $84.30 Unrealized
COTY Coty Inc-CL A 0.0%
Value ($000) $829 Shares 44,202 Est. Cost $18.17 Unrealized -9.0%
A P Moller-Maersk A/S 0.0%
Value ($000) $810 Shares 425 Est. Cost $3134.14 Unrealized
ABT Abbott Labs 0.0%
Value ($000) $807 Shares 16,600 Est. Cost $28.97 Unrealized +34.3%
SWGAY The Swatch Group AG ADR 0.0%
Value ($000) $775 Shares 41,910 Est. Cost $17.49 Unrealized
WMT Wal Mart Stores Inc 0.0%
Value ($000) $758 Shares 10,019 Est. Cost $19.84 Unrealized +11.0%
Nielsen Holdings PLC ORD 0.0%
Value ($000) $748 Shares 19,341 Est. Cost $44.53 Unrealized
MCD McDonalds Corp 0.0%
Value ($000) $518 Shares 3,380 Est. Cost $71.80 Unrealized +64.2%
DIS Disney Walt Productions 0.0%
Value ($000) $500 Shares 4,703 Est. Cost $61.24 Unrealized +67.3%
Pioneer Nat Res 0.0%
Value ($000) $431 Shares 2,700 Est. Cost $144.67 Unrealized
Anheuser-Busch InBev ADR 0.0%
Value ($000) $424 Shares 3,845 Est. Cost $98.58 Unrealized
AIG American Intl Group Inc 0.0%
Value ($000) $375 Shares 6,000 Est. Cost $32.51 Unrealized +53.2%
3M Company 0.0%
Value ($000) $317 Shares 1,525 Est. Cost $144.05 Unrealized
Roche Holding AG 0.0%
Value ($000) $301 Shares 1,179 Est. Cost $255.42 Unrealized
SLB Schlumberger LTD 0.0%
Value ($000) $289 Shares 4,390 Est. Cost $60.67 Unrealized -8.0%
Monsanto 0.0%
Value ($000) $287 Shares 2,425 Est. Cost $113.40 Unrealized
Groupe Danone 0.0%
Value ($000) $268 Shares 3,575 Est. Cost $74.51 Unrealized
UNP Union Pac Corp 0.0%
Value ($000) $262 Shares 2,410 Est. Cost $68.24 Unrealized +32.0%
CC Chemours Co 0.0%
Value ($000) $257 Shares 6,779 Est. Cost $22.02 Unrealized +31.2%
O Reilly Automotive Inc 0.0%
Value ($000) $241 Shares 1,100 Est. Cost $273.88 Unrealized
Alleghany Corp 0.0%
Value ($000) $233 Shares 391 Est. Cost $477.43 Unrealized
Oracle Corp 0.0%
Value ($000) $216 Shares 4,300 Est. Cost $50.23 Unrealized
Conocophillips 0.0%
Value ($000) $215 Shares 4,888 Est. Cost $60.52 Unrealized
Centerstate BKS FLA Inc 0.0%
Value ($000) $211 Shares 8,504 Est. Cost $9.72 Unrealized
Unum Group 0.0%
Value ($000) $210 Shares 4,500 Est. Cost $46.89 Unrealized
Shiseido Co Ltd 0.0%
Value ($000) $206 Shares 5,800 Est. Cost $35.52 Unrealized
Hanjaya Mandala Sampoerna 0.0%
Value ($000) $198 Shares 687,500 Est. Cost $0.50 Unrealized
Cir SPA 0.0%
Value ($000) $175 Shares 125,000 Est. Cost $1.13 Unrealized
Bollore 0.0%
Value ($000) $136 Shares 30,000 Est. Cost $4.57 Unrealized
Indivior PLC 0.0%
Value ($000) $98 Shares 24,037 Est. Cost $2.34 Unrealized
PZ Cussons PLC 0.0%
Value ($000) $67 Shares 15,000 Est. Cost $5.27 Unrealized
LT Group Inc 0.0%
Value ($000) $44 Shares 150,000 Est. Cost $0.34 Unrealized