DGEAF - Tracking Gardner Russo & Gardner Portfolio - Q3 2018 Update
This article is part of a series that provides an ongoing analysis of the changes made to Gardner Russo & Gardner's 13F stock portfolio on a quarterly basis. It is based on Russo's regulatory 13F Form filed on 11/13/2018. Please visit our Tracking Gardner Russo & Gardner Portfolio series to get an idea of their investment philosophy and the last update for their moves during Q2 2018.
This quarter, Gardner Russo & Gardner's 13F stock portfolio value increased marginally from $13.70B to $13.83B. The top three holdings are at ~37% of the portfolio while the