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GARDNER RUSSO & QUINN LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

GARDNER RUSSO & QUINN LLC

报告期 2026-03-31 · CIK 0000860643

持仓数

86

前50大市值合计

$8.47B

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2

26Q1 调仓2025-12-31 → 2026-03-31 · 共 69 项建仓 4增持 21减持 39清仓 5

方向

标的

Δ市值

现股数(环比)

清仓

— Ashtead Group PLC

-$418.1M

0 -100%

建仓

SUNB Sunbelt Rentals Holdings Inc

+$393.7M

6,049,133

减持

GOOG Alphabet Inc Cl C

-$272.5M

3,350,337 -15%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

建仓

— Eurofins Scientific

+$223.6M

3,096,404

减持

— Compagnie Financiere Richemont

-$166.1M

3,447,287 -2%

减持

MA Mastercard Inc Cl A

-$128.4M

1,555,141 -2%

减持

JPM J.P. Morgan Chase

-$126.6M

148,798 -72%

减持

BRK/A Berkshire Hathaway Inc Cl A

-$74.7M

1,460 -2%

增持

NFLX Netflix Inc

+$70.2M

5,610,666 +12%

增持

DASH Doordash Inc Cl A

-$60.4M

1,001,195 +8%

增持

UBER Uber Technologies Inc

-$48.3M

5,173,404 +1%

减持

— Pernod Ricard

-$35.8M

2,479,656 -3%

减持

BRK/B Berkshire Hathaway Inc Cl B

-$33.6M

1,110,429 -1%

减持

MLM Martin Marietta Materials

-$31.3M

715,411 -2%

减持

— Heineken Holding NV

-$30.9M

9,101,528 -1%

减持

NSRGY Nestle SA Sponsored ADR

-$11.6M

5,481,714 -2%

减持

V Visa Inc Cl A

-$9.8M

93,812 -14%

增持

— Exxon Mobil Corp

+$9.7M

193,950 +0%

减持

PM Philip Morris International In

+$7.9M

4,605,069 -2%

减持

— Anheuser-Busch InBev SA

-$4.5M

184,010 -31%

减持

CMCSA Comcast Corp New Cl A

-$4.1M

2,253,106 -2%

减持

MKL Markel Corp

-$4.0M

4,954 -21%

清仓

— Diageo PLC

-$2.8M

0 -100%

减持

AXP American Express

-$2.5M

6,485 -47%

减持

CR Crane Company

-$2.1M

46,626 -14%

减持

— Carlsberg B A/S

-$1.8M

9,872 -57%

清仓

H Hyatt Hotels Corp Cl A

-$1.4M

0 -100%

减持

MO Altria Group Inc

+$1.4M

164,461 -0%

减持

GOOGL Alphabet Inc Cl A

-$1.3M

11,610 -22%

建仓

— Sunbelt Rentals Holdings ORD

+$1.1M

18,178

减持

BF/B Brown-Forman Corp Cl B

-$1.0M

659,694 -7%

增持

UNP Union Pac Corp

+$926.3K

27,638 +11%

减持

MKC McCormick Inc

-$823.7K

38,581 -5%

增持

— Rational AG

+$819.2K

2,200 +126%

清仓

PNC PNC Bank Corp

-$782.7K

0 -100%

增持

— Levi Strauss & Co Cl A

+$539.8K

82,725 +73%

减持

MSFT Microsoft Corp

-$479.9K

3,544 -4%

减持

PG Procter & Gamble

-$379.7K

9,229 -23%

增持

— Konecranes

-$344.6K

52,500 +185%

增持

— Fielmann

+$341.4K

33,000 +28%

减持

SWZ Total Return Securities Fund

-$330.7K

97,667 -33%

增持

— ALK Abello A/S

+$300.8K

50,000 +43%

减持

VMC Vulcan Materials

-$278.9K

7,263 -8%

增持

— Warby Parker Inc Cl A

+$269.3K

80,000 +23%

减持

BF/A Brown-Forman Corp Cl A

+$259.1K

1,647,878 -1%

建仓

MRK Merck Inc

+$257.5K

2,141

清仓

IBM I B M

-$222.2K

0 -100%

增持

— SSP Group

-$214.2K

700,000 +6%

增持

— Kalmar Oyj B

+$206.2K

27,000 +13%

增持

— Electrolux Professional

-$197.7K

230,000 +15%

减持

DOV Dover Corp

+$174.6K

19,126 -2%

增持

— De'Longhi

-$163.9K

39,000 +11%

减持

WFC Wells Fargo

-$149.2K

7,450 -6%

减持

— Davide Campari-Milano NV

-$147.8K

202,013 -17%

增持

ORCL Oracle Corp

-$147.7K

3,600 +4%

增持

JNJ Johnson & Johnson

+$116.8K

1,304 +34%

减持

CVX Chevron Corp

+$104.1K

2,470 -7%

减持

WMT Wal Mart Stores Inc

+$78.0K

9,740 -4%

减持

LAMR Lamar Advertising Co-A

-$76.3K

5,368 -10%

增持

AAPL Apple Inc

-$64.9K

4,751 +2%

减持

FULT Fulton Finl Corp

-$50.1K

48,950 -10%

增持

DIS Disney Walt Productions

-$42.9K

2,517 +0%

减持

HRL Hormel Foods Corp

-$39.7K

19,000 -4%

减持

KO Coca-Cola

+$37.0K

13,025 -5%

减持

PEP Pepsico Inc

+$23.8K

9,205 -6%

减持

OUT Outfront Media Inc

-$17.7K

13,588 -13%

增持

MCD McDonalds Corp

+$17.7K

947 +5%

增持

— Fluidra

-$10.3K

70,000 +19%

减持

CAT Caterpillar Inc

+$3.7K

450 -18%