Thomas Russo - Gardner Russo & Quinn
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    86
Portfolio value:    $8,496,278,296
Holdings Activity Buys Sells    History
Holding/activity history for  Clipper Fd Inc (CFIMX)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2008   Q2 0 0.00 Sell 100.00% <0.01 SEC
2008   Q1 234 <0.01 Add 13.59% $68.38 $16,000 SEC
2007   Q4 206 <0.01 $82.52 $17,000 SEC
2007   Q3 206 <0.01 Reduce 66.61% <0.01 $92.23 $19,000 SEC
2007   Q2 617 <0.01 $94.00 $58,000 SEC
2007   Q1 617 <0.01 Add 4.93% <0.01 $89.14 $55,000 SEC
2006   Q4 588 <0.01 $91.84 $54,000 SEC
2006   Q3 588 <0.01 Add 212.77% <0.01 $88.44 $52,000 SEC
2006   Q2 188 <0.01 Add 1.08% $85.11 $16,000 SEC
2006   Q1 186 <0.01 Add 1.64% $91.40 $17,000 SEC
2005   Q4 183 <0.01 $87.43 $16,000 SEC
2005   Q3 183 0.00 $87.43 $16,000 SEC
2005   Q2 183 <0.01 $87,978.14 $16,100,000 SEC
2005   Q1 183 <0.01 Add 3.39% $86,939.89 $15,910,000 SEC
2004   Q4 177 <0.01 $89,677.97 $15,873,000 SEC
2004   Q3 177 <0.01 $85,830.51 $15,192,000 SEC
2004   Q2 177 <0.01 $87,858.76 $15,551,000 SEC
2004   Q1 177 <0.01 $85,542.37 $15,141,000 SEC
2003   Q4 177 <0.01 Add 2.91% $87,971.75 $15,571,000 SEC
2003   Q3 172 <0.01 $82,709.30 $14,226,000 SEC
2003   Q2 172 <0.01 Add 28.36% <0.01 $79,808.14 $13,727,000 SEC
2003   Q1 134 <0.01 Add 4.69% $68,029.85 $9,116,000 SEC
2002   Q4 128 <0.01 $75,726.56 $9,693,000 SEC
2002   Q3 128 <0.01 $72,593.75 $9,292,000 SEC
2002   Q2 128 <0.01 $82,812.50 $10,600,000 SEC
2002   Q1 128 <0.01 $88,296.88 $11,302,000 SEC
2001   Q4 128 <0.01 Buy <0.01 $83,531.25 $10,692,000 SEC