GARDNER RUSSO & QUINN LLC Diversified Active

CIK: 0000860643 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: May 13, 2020

Total Value ($000): $9,890,850 (100.0% shares, 0.0% debt)

Holdings (84)

MA Mastercard Inc Cl A 14.6%
Value ($000) $1,443,938 Shares 5,977,556 Est. Cost $163.70 Unrealized +75.8%
NSRGY Nestle SA-Spons ADR 12.9%
Value ($000) $1,272,581 Shares 12,356,351 Est. Cost $66.55 Unrealized
BRK/A Berkshire Hathaway Inc Cl A 10.4%
Value ($000) $1,027,344 Shares 3,777 Est. Cost $165329.39 Unrealized +92.8%
HKHHF Heineken Holding NV 6.9%
Value ($000) $677,666 Shares 8,841,859 Est. Cost $86.26 Unrealized -6.3%
PDRDF Pernod Ricard 6.8%
Value ($000) $675,930 Shares 4,758,762 Est. Cost $161.47 Unrealized +3.3%
PM Philip Morris International In 6.3%
Value ($000) $623,051 Shares 8,539,626 Est. Cost $49.91 Unrealized +21.7%
Unilever NV ADR 6.1%
Value ($000) $601,580 Shares 12,329,991 Est. Cost $40.21 Unrealized
CFRHF Compagnie Financiere Richemont 4.6%
Value ($000) $458,090 Shares 8,353,276 Est. Cost $75.17 Unrealized -19.5%
GOOG Alphabet Inc Cl C 4.6%
Value ($000) $457,893 Shares 393,781 Est. Cost $59.66 Unrealized +12.9%
BRK/B Berkshire Hathaway Inc Cl B 3.9%
Value ($000) $388,531 Shares 2,125,097 Est. Cost $113.72 Unrealized +86.9%
BUDFF Anheuser-Busch InBev SA 3.5%
Value ($000) $350,341 Shares 7,889,553 Est. Cost $94.39 Unrealized -35.7%
JPM J.P. Morgan Chase 3.5%
Value ($000) $345,169 Shares 3,833,929 Est. Cost $103.58 Unrealized +0.0%
MLM Martin Marietta Materials 3.2%
Value ($000) $312,195 Shares 1,649,816 Est. Cost $108.26 Unrealized +112.1%
SWGAF The Swatch Group AG-BR 2.1%
Value ($000) $203,140 Shares 1,016,018 Est. Cost $427.84 Unrealized -43.6%
CMCSA Comcast Corp New Cl A 2.0%
Value ($000) $192,919 Shares 5,611,373 Est. Cost $31.79 Unrealized +13.4%
BF/A Brown-Forman Corp Cl A 1.9%
Value ($000) $189,299 Shares 3,684,298 Est. Cost $21.51 Unrealized +151.2%
DGEAF Diageo PLC 1.7%
Value ($000) $169,753 Shares 5,292,972 Est. Cost $29.11 Unrealized +12.0%
JCDXF JC Decaux SA ACT 1.1%
Value ($000) $111,147 Shares 6,139,123 Est. Cost $38.47 Unrealized -35.7%
BF/B Brown-Forman Corp Cl B 0.9%
Value ($000) $90,675 Shares 1,633,483 Est. Cost $37.93 Unrealized +52.5%
V Visa Inc Cl A 0.8%
Value ($000) $82,673 Shares 513,113 Est. Cost $117.70 Unrealized +53.5%
WFC Wells Fargo 0.4%
Value ($000) $42,957 Shares 1,496,776 Est. Cost $30.03 Unrealized +22.0%
DEO Diageo PLC Sponsored ADR 0.3%
Value ($000) $28,908 Shares 227,406 Est. Cost $135.42 Unrealized
MO Altria Group Inc 0.1%
Value ($000) $14,464 Shares 374,042 Est. Cost $36.57 Unrealized -24.6%
Swedish Match AB 0.1%
Value ($000) $10,444 Shares 182,180 Est. Cost $45.07 Unrealized
AXP American Express 0.1%
Value ($000) $10,414 Shares 121,643 Est. Cost $64.13 Unrealized +67.8%
VMC Vulcan Materials 0.1%
Value ($000) $7,695 Shares 71,204 Est. Cost $116.63 Unrealized +4.2%
MKL Markel Corp 0.1%
Value ($000) $6,891 Shares 7,427 Est. Cost $523.59 Unrealized +118.4%
HRL Hormel Foods Corp 0.1%
Value ($000) $6,813 Shares 146,074 Est. Cost $22.71 Unrealized +70.2%
XOM Exxon Mobil Corp 0.1%
Value ($000) $5,547 Shares 146,081 Est. Cost $55.74 Unrealized -24.5%
FMX Fomento Economico Mex Sp ADR 0.1%
Value ($000) $5,045 Shares 83,376 Est. Cost $97.74 Unrealized
Crane 0.0%
Value ($000) $4,710 Shares 95,768 Est. Cost $59.92 Unrealized
Outfront Media Inc 0.0%
Value ($000) $4,687 Shares 347,682 Est. Cost $18.44 Unrealized
NSRGF Nestle SA-REG 0.0%
Value ($000) $4,343 Shares 42,250 Est. Cost $66.20 Unrealized +35.6%
PG Procter & Gamble 0.0%
Value ($000) $4,132 Shares 37,563 Est. Cost $55.04 Unrealized +88.6%
DANOY Danone ADR 0.0%
Value ($000) $3,850 Shares 299,150 Est. Cost $13.91 Unrealized
MKC McCormick Inc 0.0%
Value ($000) $3,833 Shares 27,146 Est. Cost $28.19 Unrealized +144.6%
MLKN Herman Miller Inc 0.0%
Value ($000) $3,640 Shares 163,981 Est. Cost $19.62 Unrealized +50.1%
KO Coca-Cola 0.0%
Value ($000) $3,523 Shares 79,607 Est. Cost $27.86 Unrealized +61.5%
DOV Dover Corp 0.0%
Value ($000) $3,447 Shares 41,065 Est. Cost $40.34 Unrealized +142.4%
HINKF Heineken NV 0.0%
Value ($000) $3,392 Shares 40,588 Est. Cost $92.88 Unrealized -1.6%
PEP Pepsico Inc 0.0%
Value ($000) $2,819 Shares 23,474 Est. Cost $57.29 Unrealized +96.8%
Davide Campari-Milano SPA 0.0%
Value ($000) $2,477 Shares 344,615 Est. Cost $7.61 Unrealized
Anheuser-Busch InBev SA Restri 0.0%
Value ($000) $2,191 Shares 49,357 Est. Cost $110.16 Unrealized
COCXF Lindt & Spruengli AG - Reg 0.0%
Value ($000) $2,181 Shares 25 Est. Cost $64939.90 Unrealized +17.6%
GOOGL Alphabet Inc Cl A 0.0%
Value ($000) $2,031 Shares 1,748 Est. Cost $55.03 Unrealized +22.2%
UNA Unilever NV 0.0%
Value ($000) $1,917 Shares 39,000 Est. Cost $61.00 Unrealized
PNC PNC Bank Corp 0.0%
Value ($000) $1,626 Shares 16,988 Est. Cost $52.43 Unrealized +106.6%
LRLCF Loreal SA 0.0%
Value ($000) $1,520 Shares 5,798 Est. Cost $235.93 Unrealized +18.0%
Eaton Vance Sr Income TR SF 0.0%
Value ($000) $1,453 Shares 315,110 Est. Cost $6.70 Unrealized
COST Costco Whsl Corp 0.0%
Value ($000) $1,434 Shares 5,029 Est. Cost $170.57 Unrealized +62.9%
FULT Fulton Finl Corp 0.0%
Value ($000) $1,347 Shares 117,274 Est. Cost $10.07 Unrealized +17.8%
Pernod-Ricard SA-Unspon ADR 0.0%
Value ($000) $1,264 Shares 44,490 Est. Cost $26.97 Unrealized
HEINY Heineken NV Spons ADR 0.0%
Value ($000) $1,260 Shares 30,152 Est. Cost $39.91 Unrealized
Reckitt Benckiser Group PLC 0.0%
Value ($000) $1,110 Shares 14,550 Est. Cost $84.64 Unrealized
LVMHF LVMH Moet Hennessy Louis Vuitt 0.0%
Value ($000) $1,047 Shares 2,819 Est. Cost $378.60 Unrealized +1.8%
BAC Bank Amer Corp 0.0%
Value ($000) $1,040 Shares 48,975 Est. Cost $11.08 Unrealized +133.8%
Royal Dutch Shell PLC ADR A 0.0%
Value ($000) $1,028 Shares 29,466 Est. Cost $64.36 Unrealized
ABBV AbbVie Inc 0.0%
Value ($000) $953 Shares 12,510 Est. Cost $29.78 Unrealized +125.6%
ABT Abbott Labs 0.0%
Value ($000) $932 Shares 11,810 Est. Cost $30.98 Unrealized +143.2%
CFRUY CIE Financiere Richemont-Unsp 0.0%
Value ($000) $805 Shares 146,710 Est. Cost $7.91 Unrealized
CVX Chevron Corp 0.0%
Value ($000) $569 Shares 7,848 Est. Cost $71.30 Unrealized +6.6%
MSFT Microsoft Corp 0.0%
Value ($000) $567 Shares 3,595 Est. Cost $31.20 Unrealized +401.1%
DD Dupont De Nemours Inc 0.0%
Value ($000) $557 Shares 16,333 Est. Cost $26.57 Unrealized -31.7%
WMT Wal Mart Stores Inc 0.0%
Value ($000) $537 Shares 4,730 Est. Cost $19.84 Unrealized +78.2%
AAPL Apple Computer Inc 0.0%
Value ($000) $517 Shares 2,035 Est. Cost $43.30 Unrealized +64.1%
MTB M & T Bk Corp 0.0%
Value ($000) $456 Shares 4,411 Est. Cost $127.50 Unrealized -4.9%
DOW Dow Inc 0.0%
Value ($000) $454 Shares 15,530 Est. Cost $36.24 Unrealized -15.6%
LAMR Lamar Advertising Co-A 0.0%
Value ($000) $417 Shares 8,125 Est. Cost $54.56 Unrealized
DIS Disney Walt Productions 0.0%
Value ($000) $416 Shares 4,303 Est. Cost $61.24 Unrealized +101.7%
MCD McDonalds Corp 0.0%
Value ($000) $388 Shares 2,345 Est. Cost $71.80 Unrealized +139.3%
SWGAY The Swatch Group AG ADR 0.0%
Value ($000) $343 Shares 34,315 Est. Cost $14.20 Unrealized
CTVA Corteva Inc 0.0%
Value ($000) $336 Shares 14,312 Est. Cost $25.07 Unrealized +2.0%
TFC Truist Financial Corp 0.0%
Value ($000) $319 Shares 10,341 Est. Cost $40.89 Unrealized -12.0%
ORLY O Reilly Automotive Inc 0.0%
Value ($000) $301 Shares 1,000 Est. Cost $16.91 Unrealized +51.1%
Pargesa Holding AG - B 0.0%
Value ($000) $254 Shares 3,826 Est. Cost $88.49 Unrealized
LTGIF LT Group Inc 0.0%
Value ($000) $249 Shares 1,525,000 Est. Cost $0.31 Unrealized
UNP Union Pac Corp 0.0%
Value ($000) $216 Shares 1,535 Est. Cost $68.24 Unrealized +112.5%
MRK Merck Inc 0.0%
Value ($000) $212 Shares 2,751 Est. Cost $56.50 Unrealized +15.2%
RHHVF Roche Holding AG 0.0%
Value ($000) $206 Shares 635 Est. Cost $266.67 Unrealized +23.3%
Hostess Brands Inc Wts Exp 11/ 0.0%
Value ($000) $143 Shares 250,000 Est. Cost $1.44 Unrealized
Cir SPA 0.0%
Value ($000) $115 Shares 251,250 Est. Cost $0.46 Unrealized
PHJMF Hanjaya Mandala Sampoerna 0.0%
Value ($000) $87 Shares 1,000,000 Est. Cost $0.28 Unrealized -51.8%
COTY Coty Inc-CL A 0.0%
Value ($000) $69 Shares 13,297 Est. Cost $18.17 Unrealized -48.7%
BOIVF Bollore 0.0%
Value ($000) $37 Shares 13,500 Est. Cost $5.05 Unrealized -32.6%