GARDNER RUSSO & QUINN LLC — 13F Holdings & Portfolio

CIK 860643 · latest 13F-HR filed 2026-05-13

GARDNER RUSSO & QUINN LLC manages $8.50B in 13F-reported U.S. long-equity assets across 86 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are BRK.A (12.34%), GOOG (11.31%), MA (9.15%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 4 new positions, exited 5, added to 19, and trimmed 47.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$8.50B

Long-equity book

Holdings

86

Distinct positions

Period

2026-03-31

Filed 2026-05-13

Q/Q Activity

+4 / −5 / ↑19 / ↓47

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Netflix Inc$70.2M +15.0%
  • Exxon Mobil Corp$9.7M +41.7%
  • Altria Group Inc$1.4M +14.2%
  • Union Pac Corp$926.3K +16.0%
  • Rational AG$819.2K +108.1%
Show all 19

Top Trims

  • Alphabet Inc Cl C-$272.5M -22.1%
  • Compagnie Financiere Richemont-$166.1M -21.8%
  • Mastercard Inc Cl A-$128.4M -14.2%
  • J.P. Morgan Chase-$126.6M -74.3%
  • Berkshire Hathaway Inc Cl A-$74.7M -6.6%
Show all 47

New Positions

  • Sunbelt Rentals Holdings Inc$393.7M
  • Eurofins Scientific$223.6M
  • Sunbelt Rentals Holdings ORD$1.1M
  • Merck Inc$257.5K
Show all 4

Exited Positions

  • Ashtead Group PLC$418.1M
  • Diageo PLC$2.8M
  • Hyatt Hotels Corp Cl A$1.4M
  • PNC Bank Corp$782.7K
  • I B M$222.2K
Show all 5
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 Berkshire Hathaway Inc Cl A BRK.A 084670108 $1.05B 12.34% 1,460 SH
2 Alphabet Inc Cl C GOOG 02079K107 $961.1M 11.31% 3,350,337 SH
3 Mastercard Inc Cl A MA 57636Q104 $777.0M 9.15% 1,555,141 SH
4 Philip Morris International In PM 718172109 $761.4M 8.96% 4,605,069 SH
5 Heineken Holding NV HKHHF N39338194 $643.4M 7.57% 9,101,528 SH
6 Compagnie Financiere Richemont CFNCF H25662182 $594.4M 7.00% 3,447,287 SH
7 Nestle SA Sponsored ADR NSRGY 641069406 $543.2M 6.39% 5,481,714 SH
8 Netflix Inc NFLX 64110L106 $539.5M 6.35% 5,610,666 SH
9 Berkshire Hathaway Inc Cl B BRK.B 084670702 $532.1M 6.26% 1,110,429 SH
10 Martin Marietta Materials MLM 573284106 $421.1M 4.96% 715,411 SH
11 Sunbelt Rentals Holdings Inc SUNB 866966104 $393.7M 4.63% 6,049,133 SH
12 Uber Technologies Inc UBER 90353T100 $372.1M 4.38% 5,173,404 SH
13 Eurofins Scientific ERFSF L31839134 $223.6M 2.63% 3,096,404 SH
14 Pernod Ricard PDRDF F72027109 $183.5M 2.16% 2,479,656 SH
15 Doordash Inc Cl A DASH 25809K105 $150.3M 1.77% 1,001,195 SH
16 Comcast Corp New Cl A CMCSA 20030N101 $64.7M 0.76% 2,253,106 SH
17 Brown-Forman Corp Cl A BF.A 115637100 $44.1M 0.52% 1,647,878 SH
18 J.P. Morgan Chase JPM 46625H100 $43.8M 0.52% 148,798 SH
19 Exxon Mobil Corp XOM 30231G102 $32.9M 0.39% 193,950 SH
20 Visa Inc Cl A V 92826C839 $28.4M 0.33% 93,812 SH
21 Brown-Forman Corp Cl B BF.B 115637209 $17.4M 0.21% 659,694 SH
22 Anheuser-Busch InBev SA BUD B639CJ108 $12.7M 0.15% 184,010 SH
23 Altria Group Inc MO 02209S103 $10.9M 0.13% 164,461 SH
24 Markel Corp MKL 570535104 $9.5M 0.11% 4,954 SH
25 Crane Company CR 224408104 $8.0M 0.09% 46,626 SH
26 Union Pac Corp UNP 907818108 $6.7M 0.08% 27,638 SH
27 Costco Whsl Corp COST 22160K105 $4.6M 0.05% 4,624 SH
28 Dover Corp DOV 260003108 $4.0M 0.05% 19,126 SH
29 Alphabet Inc Cl A GOOGL 02079K305 $3.3M 0.04% 11,610 SH
30 AbbVie Inc ABBV 00287Y109 $2.7M 0.03% 12,410 SH
31 Lindt & Spruengli AG - Reg LDSVF H49983176 $2.1M 0.03% 15 SH
32 Vulcan Materials VMC 929160109 $2.0M 0.02% 7,263 SH
33 American Express AXP 025816109 $2.0M 0.02% 6,485 SH
34 McCormick Inc MKC 579780206 $1.9M 0.02% 38,581 SH
35 Konecranes KNCRF X4550J108 $1.7M 0.02% 52,500 SH
36 Warby Parker Inc Cl A WRBY 93403J106 $1.7M 0.02% 80,000 SH
37 Fielmann FLMNF D2617N114 $1.7M 0.02% 33,000 SH
38 SSP Group SSPGY G8402N125 $1.6M 0.02% 700,000 SH
39 Fluidra FLUIF E52619108 $1.6M 0.02% 70,000 SH
40 Rational AG RTLLF D6349P107 $1.6M 0.02% 2,200 SH
41 ALK Abello A/S AKBLF K03294137 $1.6M 0.02% 50,000 SH
42 Levi Strauss & Co Cl A LEVI 52736R102 $1.5M 0.02% 82,725 SH
43 Loreal SA F58149133 $1.5M 0.02% 3,705 SH
44 Pepsico Inc PEP 713448108 $1.4M 0.02% 9,205 SH
45 Davide Campari-Milano NV DVDCF N24565108 $1.4M 0.02% 202,013 SH
46 Kalmar Oyj B KMROF X4S8SE108 $1.3M 0.02% 27,000 SH
47 De'Longhi T3508H102 $1.3M 0.02% 39,000 SH
48 Procter & Gamble PG 742718109 $1.3M 0.02% 9,229 SH
49 Puig Brands PUGBY E8S64T107 $1.3M 0.02% 68,000 SH
50 Microsoft Corp MSFT 594918104 $1.3M 0.02% 3,544 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-13 $8.50B 86 0000860643-26-000003
2025-12-31 2026-02-12 $9.26B 87 0000860643-26-000001
2025-09-30 2025-11-12 $9.33B 85 0000860643-25-000007