PDRDY - Tracking Gardner Russo & Gardner Portfolio - Q4 2017 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 02/14/2018. 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 Q3 2017.
This quarter, Gardner Russo & Gardner's 13F stock portfolio value increased ~3% from $14.14B to $14.52B. The top three holdings are at ~32% of the portfolio while the