{ "manager": "Gardner Russo & Quinn", "page": "https://www.moatshark.com/m/gardner-russo-quinn", "form": "13F-HR", "period": "2026-06-30", "filed": "2026-08-13", "previous_period": "2026-03-31", "filing_url": "https://www.sec.gov/Archives/edgar/data/860643/000086064326000005/0000860643-26-000005-index.htm", "total_value_usd": 8925889600, "note": "Source: SEC filings via moatshark. Values and changes are estimates; not investment advice.", "holdings": [ { "company": "Berkshire Hathaway", "ticker": "BRK.B", "moatshark_slug": "brk-b", "sector": "Insurance", "value_usd": 1612456152, "shares": 1080796, "portfolio_pct": 18.06, "previous_pct": 18.6, "change": "REDUCE", "share_change_pct": -2.8, "quarters_held": 53 }, { "company": "Alphabet", "ticker": "GOOG", "moatshark_slug": "goog", "sector": "Communication and media", "value_usd": 1080948856, "shares": 3059191, "portfolio_pct": 12.11, "previous_pct": 11.35, "change": "REDUCE", "share_change_pct": -9, "quarters_held": 34 }, { "company": "Philip Morris International", "ticker": "PM", "moatshark_slug": "pm", "sector": "Consumer staples", "value_usd": 819675318, "shares": 4530846, "portfolio_pct": 9.18, "previous_pct": 8.96, "change": "REDUCE", "share_change_pct": -1.6, "quarters_held": 53 }, { "company": "Mastercard", "ticker": "MA", "moatshark_slug": "ma", "sector": "Financials", "value_usd": 781901965, "shares": 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"ticker": "WRBY", "moatshark_slug": "wrby", "sector": "Health care", "value_usd": 2427200, "shares": 80000, "portfolio_pct": 0.03, "previous_pct": 0.02, "change": "HOLD", "share_change_pct": 0, "quarters_held": 6 }, { "company": "Vulcan Materials Ord", "ticker": "VMC", "moatshark_slug": "vmc", "sector": "Materials", "value_usd": 2142658, "shares": 7263, "portfolio_pct": 0.02, "previous_pct": 0.02, "change": "HOLD", "share_change_pct": 0, "quarters_held": 40 }, { "company": "Levi Strauss & Co", "ticker": "LEVI", "moatshark_slug": "levi", "sector": "Consumer discretionary", "value_usd": 2078892, "shares": 83725, "portfolio_pct": 0.02, "previous_pct": 0.02, "change": "ADD", "share_change_pct": 1.2, "quarters_held": 6 }, { "company": "ALK Abello", "ticker": "AKBLF", "moatshark_slug": "akblf", "sector": null, "value_usd": 1979596, "shares": 53000, "portfolio_pct": 0.02, "previous_pct": 0.02, "change": "ADD", "share_change_pct": 6, "quarters_held": 3 }, { "company": "Mccormick & Co", "ticker": "MKC", "moatshark_slug": "mkc", "sector": "Consumer staples", "value_usd": 1915002, "shares": 37981, "portfolio_pct": 0.02, "previous_pct": 0.02, "change": "REDUCE", "share_change_pct": -1.6, "quarters_held": 53 }, { "company": "De'Longhi", "ticker": "DELHF", "moatshark_slug": "delhf", "sector": null, "value_usd": 1813134, "shares": 42700, "portfolio_pct": 0.02, "previous_pct": 0.02, "change": "ADD", "share_change_pct": 9.5, "quarters_held": 6 }, { "company": "Lindt & Spruengli AG - Reg", "ticker": "COCXF", "moatshark_slug": "cocxf", "sector": null, "value_usd": 1785161, "shares": 15, "portfolio_pct": 0.02, "previous_pct": 0.03, "change": "HOLD", "share_change_pct": 0, "quarters_held": 34 }, { "company": "SSP Group", "ticker": "SSPPF", "moatshark_slug": "ssppf", "sector": null, "value_usd": 1743874, "shares": 700000, "portfolio_pct": 0.02, "previous_pct": 0.02, "change": "HOLD", "share_change_pct": 0, "quarters_held": 6 }, { "company": "American Express", "ticker": "AXP", 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"previous_pct": 0.02, "change": "ADD", "share_change_pct": 1.1, "quarters_held": 53 }, { "company": "Apple", "ticker": "AAPL", "moatshark_slug": "aapl", "sector": "Technology", "value_usd": 1331345, "shares": 4601, "portfolio_pct": 0.01, "previous_pct": 0.01, "change": "REDUCE", "share_change_pct": -3.2, "quarters_held": 35 }, { "company": "Carlsberg B", "ticker": "CABJF", "moatshark_slug": "cabjf", "sector": null, "value_usd": 1328184, "shares": 10135, "portfolio_pct": 0.01, "previous_pct": 0.01, "change": "ADD", "share_change_pct": 2.7, "quarters_held": 25 }, { "company": "Sunbelt Rentals Holdings ORD", "ticker": null, "moatshark_slug": null, "sector": null, "value_usd": 1326006, "shares": 18178, "portfolio_pct": 0.01, "previous_pct": 0.01, "change": "HOLD", "share_change_pct": 0, "quarters_held": 2 }, { "company": "Heineken", "ticker": "HINKF", "moatshark_slug": "hinkf", "sector": null, "value_usd": 1273226, "shares": 15131, "portfolio_pct": 0.01, "previous_pct": 0.01, "change": 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"quarters_held": 53 }, { "company": "Procter & Gamble", "ticker": "PG", "moatshark_slug": "pg", "sector": "Materials", "value_usd": 961079, "shares": 6554, "portfolio_pct": 0.01, "previous_pct": 0.02, "change": "REDUCE", "share_change_pct": -29, "quarters_held": 53 }, { "company": "Walmart", "ticker": "WMT", "moatshark_slug": "wmt", "sector": "Consumer discretionary", "value_usd": 958746, "shares": 8465, "portfolio_pct": 0.01, "previous_pct": 0.01, "change": "REDUCE", "share_change_pct": -13.1, "quarters_held": 53 }, { "company": "Herc Holdings", "ticker": "HRI", "moatshark_slug": "hri", "sector": "Industrials", "value_usd": 924543, "shares": 6450, "portfolio_pct": 0.01, "previous_pct": 0.01, "change": "HOLD", "share_change_pct": 0, "quarters_held": 6 }, { "company": "Lamar Advertising", "ticker": "LAMR", "moatshark_slug": "lamr", "sector": "Financials", "value_usd": 837301, "shares": 5368, "portfolio_pct": 0.01, "previous_pct": 0.01, "change": "HOLD", "share_change_pct": 0, "quarters_held": 47 }, { "company": "Zalando", "ticker": "ZLDSF", "moatshark_slug": "zldsf", "sector": null, "value_usd": 812155, "shares": 28000, "portfolio_pct": 0.01, "previous_pct": 0.01, "change": "HOLD", "share_change_pct": 0, "quarters_held": 5 }, { "company": "FB Bancorp", "ticker": "FBLA", "moatshark_slug": "fbla", "sector": "Financials", "value_usd": 753000, "shares": 50000, "portfolio_pct": 0.01, "previous_pct": 0.01, "change": "HOLD", "share_change_pct": 0, "quarters_held": 7 }, { "company": "Wells Fargo & Company", "ticker": "WFC", "moatshark_slug": "wfc", "sector": "Financials", "value_usd": 615762, "shares": 7451, "portfolio_pct": 0.01, "previous_pct": 0.01, "change": "ADD", "share_change_pct": 0, "quarters_held": 53 }, { "company": "Total Return Securities Fund", "ticker": "SWZ", "moatshark_slug": "swz", "sector": null, "value_usd": 580140, "shares": 97667, "portfolio_pct": 0.01, "previous_pct": 0.01, "change": "HOLD", "share_change_pct": 0, "quarters_held": 24 }, { 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