GARDNER RUSSO & QUINN LLC Diversified Active

CIK: 0000860643 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Nov 14, 2017

Total Value ($000): $14,138,144 (100.0% shares, 0.0% debt)

Holdings (102)

NSRGY Nestle SA-Spons ADR 9.6%
Value ($000) $1,351,782 Shares 16,090,733 Est. Cost $66.55 Unrealized
Mastercard Inc Cl A 9.5%
Value ($000) $1,341,652 Shares 9,501,788 Est. Cost $125.30 Unrealized
BRK/A Berkshire Hathaway Inc Cl A 9.4%
Value ($000) $1,322,873 Shares 4,815 Est. Cost $165329.39 Unrealized +60.5%
PM Philip Morris International In 8.0%
Value ($000) $1,131,230 Shares 10,190,340 Est. Cost $49.47 Unrealized +52.1%
Compagnie Financiere Richemont 7.7%
Value ($000) $1,085,827 Shares 11,871,712 Est. Cost $89.25 Unrealized
Heineken Holding NV 7.3%
Value ($000) $1,032,046 Shares 10,980,972 Est. Cost $57.53 Unrealized
Unilever NV ADR 6.3%
Value ($000) $887,152 Shares 15,026,289 Est. Cost $39.70 Unrealized
Pernod Ricard 6.1%
Value ($000) $867,733 Shares 6,270,809 Est. Cost $112.15 Unrealized
Anheuser-Busch InBev SA 6.0%
Value ($000) $845,921 Shares 7,063,655 Est. Cost $106.48 Unrealized
WFC Wells Fargo 5.0%
Value ($000) $700,638 Shares 12,704,228 Est. Cost $28.43 Unrealized +48.2%
BRK/B Berkshire Hathaway Inc Cl B 3.3%
Value ($000) $461,662 Shares 2,518,342 Est. Cost $111.89 Unrealized +57.9%
The Swatch Group AG-BR 3.2%
Value ($000) $447,088 Shares 1,073,987 Est. Cost $360.26 Unrealized
MLM Martin Marietta Materials 3.0%
Value ($000) $419,503 Shares 2,034,151 Est. Cost $108.26 Unrealized +83.4%
Altria Group Inc 2.5%
Value ($000) $360,470 Shares 5,683,852 Est. Cost $36.69 Unrealized
British American Tobacco PLC 2.3%
Value ($000) $331,939 Shares 5,295,611 Est. Cost $52.01 Unrealized
Diageo PLC 2.1%
Value ($000) $300,359 Shares 9,126,500 Est. Cost $28.85 Unrealized
JC Decaux SA ACT 2.1%
Value ($000) $291,280 Shares 7,777,411 Est. Cost $34.78 Unrealized
Comcast Corp New Cl A 1.9%
Value ($000) $275,554 Shares 7,160,960 Est. Cost $46.98 Unrealized
BF/A Brown-Forman Corp Cl A 1.7%
Value ($000) $247,328 Shares 4,441,151 Est. Cost $21.51 Unrealized +25.0%
BF/B Brown-Forman Corp Cl B 0.6%
Value ($000) $83,015 Shares 1,528,826 Est. Cost $29.90 Unrealized +16.3%
Diageo PLC Sponsored ADR 0.4%
Value ($000) $60,960 Shares 461,365 Est. Cost $114.94 Unrealized
Visa Inc Cl A 0.4%
Value ($000) $59,676 Shares 567,051 Est. Cost $90.66 Unrealized
AXP American Express 0.1%
Value ($000) $14,958 Shares 165,351 Est. Cost $61.63 Unrealized +24.3%
Exxon Mobil Corp 0.1%
Value ($000) $13,162 Shares 160,552 Est. Cost $90.04 Unrealized
FMX Fomento Economico Mex Sp ADR 0.1%
Value ($000) $12,780 Shares 133,775 Est. Cost $99.74 Unrealized
Scripps Networks Interactive C 0.1%
Value ($000) $12,703 Shares 147,901 Est. Cost $66.79 Unrealized
DANOY Danone ADR 0.1%
Value ($000) $12,477 Shares 795,070 Est. Cost $13.77 Unrealized
MKL Markel Corp 0.1%
Value ($000) $11,650 Shares 10,908 Est. Cost $523.59 Unrealized +97.5%
Crane 0.1%
Value ($000) $10,649 Shares 133,123 Est. Cost $59.92 Unrealized
Swedish Match AB 0.1%
Value ($000) $9,655 Shares 275,838 Est. Cost $35.28 Unrealized
Outfront Media Inc 0.1%
Value ($000) $8,204 Shares 325,815 Est. Cost $23.48 Unrealized
KO Coca-Cola 0.1%
Value ($000) $7,417 Shares 164,777 Est. Cost $27.86 Unrealized +25.4%
MLKN Herman Miller Inc 0.1%
Value ($000) $7,374 Shares 205,416 Est. Cost $19.62 Unrealized +38.7%
Anheuser-Busch InBev SA Restri 0.0%
Value ($000) $6,225 Shares 51,983 Est. Cost $110.16 Unrealized
PG Procter & Gamble 0.0%
Value ($000) $5,665 Shares 62,267 Est. Cost $55.04 Unrealized +32.7%
HRL Hormel Foods Corp 0.0%
Value ($000) $5,119 Shares 159,273 Est. Cost $22.64 Unrealized +16.6%
Heineken NV 0.0%
Value ($000) $4,914 Shares 49,688 Est. Cost $63.62 Unrealized
DOV Dover Corp 0.0%
Value ($000) $4,905 Shares 53,666 Est. Cost $40.34 Unrealized +50.8%
PEP Pepsico Inc 0.0%
Value ($000) $3,922 Shares 35,200 Est. Cost $57.29 Unrealized +56.0%
MSFT Microsoft Corp 0.0%
Value ($000) $3,680 Shares 49,400 Est. Cost $26.97 Unrealized +147.2%
JP Morgan Chase & Co WTS Exp 1 0.0%
Value ($000) $3,665 Shares 67,800 Est. Cost $17.61 Unrealized
MKC McCormick Inc 0.0%
Value ($000) $3,454 Shares 33,655 Est. Cost $28.19 Unrealized +45.8%
Nestle SA-REG 0.0%
Value ($000) $3,436 Shares 41,000 Est. Cost $67.33 Unrealized
DowDupont Inc 0.0%
Value ($000) $3,333 Shares 48,139 Est. Cost $69.24 Unrealized
Royal Dutch Shell PLC ADR A 0.0%
Value ($000) $3,261 Shares 53,825 Est. Cost $64.36 Unrealized
PNC PNC Bank Corp 0.0%
Value ($000) $3,085 Shares 22,890 Est. Cost $52.43 Unrealized +84.4%
M&T Bank Corp Wts Exp 12/23/1 0.0%
Value ($000) $2,988 Shares 34,930 Est. Cost $44.15 Unrealized
Wells Fargo WTS Exp 10/28/18 0.0%
Value ($000) $2,908 Shares 134,895 Est. Cost $14.82 Unrealized
CVX Chevron Corp 0.0%
Value ($000) $2,850 Shares 24,256 Est. Cost $71.30 Unrealized +6.9%
BIC 0.0%
Value ($000) $2,599 Shares 21,680 Est. Cost $112.00 Unrealized
Alphabet Inc Cl C 0.0%
Value ($000) $2,556 Shares 2,665 Est. Cost $714.35 Unrealized
Reckitt Benckiser Group PLC 0.0%
Value ($000) $2,396 Shares 26,217 Est. Cost $76.19 Unrealized
Unilever NV 0.0%
Value ($000) $2,307 Shares 39,000 Est. Cost $39.70 Unrealized
CFRUY CIE Financiere Richemont-Unsp 0.0%
Value ($000) $2,233 Shares 244,140 Est. Cost $8.32 Unrealized
FULT Fulton Finl Corp 0.0%
Value ($000) $2,195 Shares 117,072 Est. Cost $9.98 Unrealized +28.7%
HEINY Heineken NV Spons ADR 0.0%
Value ($000) $2,075 Shares 41,957 Est. Cost $34.30 Unrealized
Alphabet Inc Cl A 0.0%
Value ($000) $2,042 Shares 2,097 Est. Cost $719.30 Unrealized
Eaton Vance Sr Income TR SF 0.0%
Value ($000) $1,902 Shares 287,323 Est. Cost $7.50 Unrealized
Lindt & Spruengli AG - Reg 0.0%
Value ($000) $1,874 Shares 27 Est. Cost $45277.97 Unrealized
Pernod-Ricard SA-Unspon ADR 0.0%
Value ($000) $1,817 Shares 65,650 Est. Cost $22.72 Unrealized
KHC Kraft Heinz Co 0.0%
Value ($000) $1,748 Shares 22,535 Est. Cost $48.94 Unrealized +15.3%
ABBV AbbVie Inc 0.0%
Value ($000) $1,582 Shares 17,800 Est. Cost $28.99 Unrealized +85.1%
BB&T Corp 0.0%
Value ($000) $1,266 Shares 26,967 Est. Cost $35.61 Unrealized
BAC Bank Amer Corp 0.0%
Value ($000) $1,190 Shares 46,975 Est. Cost $10.22 Unrealized +95.3%
IBM I B M 0.0%
Value ($000) $1,187 Shares 8,184 Est. Cost $113.30 Unrealized -14.5%
VMC Vulcan Materials 0.0%
Value ($000) $1,177 Shares 9,845 Est. Cost $112.11 Unrealized -0.6%
Loreal SA 0.0%
Value ($000) $1,095 Shares 5,150 Est. Cost $173.83 Unrealized
Pargesa Holding AG - B 0.0%
Value ($000) $1,084 Shares 13,026 Est. Cost $66.60 Unrealized
SWGAY The Swatch Group AG ADR 0.0%
Value ($000) $908 Shares 43,635 Est. Cost $17.62 Unrealized
ABT Abbott Labs 0.0%
Value ($000) $880 Shares 16,500 Est. Cost $28.97 Unrealized +49.7%
Costco Whsl Corp 0.0%
Value ($000) $874 Shares 5,318 Est. Cost $116.47 Unrealized
LAMR Lamar Advertising Co-A 0.0%
Value ($000) $856 Shares 12,490 Est. Cost $54.56 Unrealized
Nielsen Holdings PLC ORD 0.0%
Value ($000) $802 Shares 19,341 Est. Cost $44.53 Unrealized
BTI British Amern Tob PLC ADR 0.0%
Value ($000) $785 Shares 12,572 Est. Cost $83.52 Unrealized
A P Moller-Maersk A/S 0.0%
Value ($000) $781 Shares 425 Est. Cost $3134.14 Unrealized
COTY Coty Inc-CL A 0.0%
Value ($000) $702 Shares 42,474 Est. Cost $18.17 Unrealized -10.5%
WMT Wal Mart Stores Inc 0.0%
Value ($000) $548 Shares 7,009 Est. Cost $19.84 Unrealized +15.4%
MCD McDonalds Corp 0.0%
Value ($000) $530 Shares 3,380 Est. Cost $71.80 Unrealized +79.2%
DIS Disney Walt Productions 0.0%
Value ($000) $464 Shares 4,703 Est. Cost $61.24 Unrealized +58.3%
Pioneer Nat Res 0.0%
Value ($000) $398 Shares 2,700 Est. Cost $144.67 Unrealized
AIG American Intl Group Inc 0.0%
Value ($000) $352 Shares 5,735 Est. Cost $32.51 Unrealized +54.3%
CC Chemours Co 0.0%
Value ($000) $343 Shares 6,779 Est. Cost $22.02 Unrealized +57.0%
3M Company 0.0%
Value ($000) $320 Shares 1,525 Est. Cost $144.05 Unrealized
Anheuser-Busch InBev ADR 0.0%
Value ($000) $318 Shares 2,665 Est. Cost $98.58 Unrealized
SLB Schlumberger LTD 0.0%
Value ($000) $306 Shares 4,390 Est. Cost $60.67 Unrealized -14.5%
Roche Holding AG 0.0%
Value ($000) $301 Shares 1,179 Est. Cost $255.42 Unrealized
Monsanto 0.0%
Value ($000) $291 Shares 2,425 Est. Cost $113.40 Unrealized
UNP Union Pac Corp 0.0%
Value ($000) $279 Shares 2,410 Est. Cost $68.24 Unrealized +30.6%
Groupe Danone 0.0%
Value ($000) $257 Shares 3,275 Est. Cost $74.51 Unrealized
O Reilly Automotive Inc 0.0%
Value ($000) $237 Shares 1,100 Est. Cost $273.88 Unrealized
Shiseido Co Ltd 0.0%
Value ($000) $232 Shares 5,800 Est. Cost $35.52 Unrealized
Unum Group 0.0%
Value ($000) $230 Shares 4,500 Est. Cost $46.89 Unrealized
Centerstate BKS FLA Inc 0.0%
Value ($000) $228 Shares 8,504 Est. Cost $9.72 Unrealized
Conocophillips 0.0%
Value ($000) $220 Shares 4,388 Est. Cost $60.52 Unrealized
Oracle Corp 0.0%
Value ($000) $208 Shares 4,300 Est. Cost $50.23 Unrealized
PSX Phillips 66 0.0%
Value ($000) $208 Shares 2,270 Est. Cost $61.25 Unrealized 0.0%
Hanjaya Mandala Sampoerna 0.0%
Value ($000) $197 Shares 687,500 Est. Cost $0.50 Unrealized
Cir SPA 0.0%
Value ($000) $193 Shares 125,000 Est. Cost $1.13 Unrealized
Bollore 0.0%
Value ($000) $150 Shares 30,000 Est. Cost $4.57 Unrealized
LT Group Inc 0.0%
Value ($000) $121 Shares 350,000 Est. Cost $0.34 Unrealized
Indivior PLC 0.0%
Value ($000) $109 Shares 23,837 Est. Cost $2.34 Unrealized
PZ Cussons PLC 0.0%
Value ($000) $64 Shares 15,000 Est. Cost $5.27 Unrealized