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Why it matters

This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.

Full Filing Changes

79 changes from Tom Russo (Gardner Russo & Gardner), filed 2024-11-13 for period end 2024-09-30.

$9.7B portfolio value
StockActionChangeCurrentPortfolio Impact
02079K107
Alphabet Inc Cl C
Reduced-$136.9M$1.0B1.41%
84670108
Berkshire Hathaway Inc Cl A
Increased$119.2M$1.4B1.22%
718172109
Philip Morris International In
Increased$100.0M$653.9M1.03%
57636Q104
Mastercard Inc Cl A
Increased$86.0M$993.2M0.88%
84670702
Berkshire Hathaway Inc Cl B
Increased$52.5M$618.1M0.54%
G05320109
Ashtead Group PLC
Increased$46.1M$383.9M0.47%
641069406
Nestle SA Sponsored ADR
Reduced-$43.6M$700.3M0.45%
F72027109
Pernod Ricard
Increased$43.1M$491.9M0.44%
25809K105
Doordash Inc Cl A
Increased$22.7M$100.7M0.23%
90353T100
Uber Technologies Inc
Increased$20.5M$285.4M0.21%
H25662182
Compagnie Financiere Richemont
Reduced-$13.6M$715.2M0.14%
N39338194
Heineken Holding NV
Reduced-$12.4M$617.6M0.13%
573284106
Martin Marietta Materials
Reduced-$10.2M$403.7M0.11%
64110L106
Netflix Inc
Reduced-$8.7M$519.1M0.09%
115637100
Brown-Forman Corp Cl A
Increased$6.5M$102.3M0.07%
949746101
Wells Fargo
Reduced-$5.7M$22.7M0.06%
115637209
Brown-Forman Corp Cl B
Increased$4.7M$43.2M0.05%
20030N101
Comcast Corp New Cl A
Increased$4.0M$124.1M0.04%
929160109
Vulcan Materials
Reduced-$2.5M$5.9M0.03%
46625H100
J.P. Morgan Chase
Increased$1.8M$303.8M0.02%
02209S103
Altria Group Inc
Increased$1.7M$14.8M0.02%
30231G102
Exxon Mobil Corp
Increased$1.3M$22.1M0.01%
26614N102
Dupont De Nemours Inc
Sold out-$1.3M$00.01%
92826C839
Visa Inc Cl A
Reduced-$1.2M$73.0M0.01%
570535104
Markel Corp
Reduced-$1.0M$14.1M0.01%
260557103
Dow Inc
Sold out-$960,061$00.01%
B639CJ108
Anheuser-Busch InBev SA
Increased$801,674$26.4M0.01%
907818108
Union Pac Corp
Increased$522,344$6.0M0.01%
360271100
Fulton Finl Corp
Reduced-$468,235$1.5M0.00%
224408104
Crane Company
Increased$459,636$9.9M0.00%
579780206
McCormick Inc
Increased$450,965$3.5M0.00%
25816109
American Express
Increased$438,313$4.2M0.00%
N24565108
Davide Campari-Milano NV
Reduced-$437,643$6.0M0.00%
00287Y109
AbbVie Inc
Increased$324,760$2.5M0.00%
02079K305
Alphabet Inc Cl A
Reduced-$318,534$3.4M0.00%
870875101
Swiss Helvetia FD Inc
Increased$281,484$2.5M0.00%
235851102
Danaher Corp
New$227,698$227,6980.00%
G8994E103
Trane Technologies PLC
New$209,914$209,9140.00%
260003108
Dover Corp
Increased$202,164$4.4M0.00%
N39427211
Heineken NV
Reduced-$200,902$2.3M0.00%
344419106
Fomento Economico Mex Sponsore
Reduced-$176,156$359,4030.00%
594918104
Microsoft Corp
Reduced-$172,723$2.2M0.00%
22160K105
Costco Whsl Corp
Increased$151,430$4.8M0.00%
742718109
Procter & Gamble
Increased$138,746$5.4M0.00%
931142103
Wal Mart Stores Inc
Increased$135,160$836,9740.00%
K36628137
Carlsberg B A/S
Reduced-$128,791$2.8M0.00%
2824100
Abbott Labs
Increased$116,251$1.3M0.00%
191216100
Coca-Cola
Increased$116,109$1.0M0.00%
693475105
PNC Bank Corp
Reduced-$102,988$988,9480.00%
68389X105
Oracle Corp
Increased$101,470$592,1400.00%
580135101
McDonalds Corp
Reduced-$90,363$214,6800.00%
512816109
Lamar Advertising Co-A
Increased$83,934$798,1260.00%
58933Y105
Merck Inc
Reduced-$76,044$350,5480.00%
440452100
Hormel Foods Corp
Reduced-$76,014$1.7M0.00%
166764100
Chevron Corp
Reduced-$72,370$655,1900.00%
714264306
Pernod-Ricard SA Unsponsored A
Increased$71,684$697,8710.00%
69007J106
Outfront Media Inc
Increased$70,130$827,2290.00%
H57312649
Nestle SA-REG
Reduced-$59,831$4.0M0.00%
45055100
Ashtead Group PLC ADR
Increased$54,334$388,9830.00%
713448108
Pepsico Inc
Increased$42,344$2.1M0.00%
89832Q109
Truist Financial Corp
Reduced-$37,320$408,3000.00%
609207105
Mondelez International Inc
Increased$36,212$324,1480.00%
Y7121Z146
Hanjaya Mandala Sampoerna
Increased$34,197$250,9910.00%
254687106
Disney Walt Productions
Reduced-$31,959$373,7110.00%
22052L104
Corteva Inc
Increased$30,413$356,8570.00%
37833100
Apple Inc
Increased$29,837$1.5M0.00%
G42089113
Diageo PLC
Increased$29,122$295,1040.00%
55622104
BP PLC ADR
Reduced-$28,922$207,2430.00%
142339100
Carlisle Inc
Increased$22,270$224,8750.00%
H49983176
Lindt & Spruengli AG - Reg
Reduced-$22,262$2.2M0.00%
Y5342M100
LT Group Inc
Increased$22,103$317,3860.00%
F58149133
Loreal SA
Increased$21,645$2.6M0.00%
423012301
Heineken NV Sponsored ADR
Reduced-$20,751$233,5370.00%
204319107
Compagnie Financiere Richemont
Increased$19,965$1.1M0.00%
91529Y106
Unum Group
Increased$18,876$225,8720.00%
23857X103
Davide Campari-Milano ADR
Reduced-$13,312$115,7790.00%
G74079107
Reckitt Benckiser Group PLC
Increased$9,079$259,6950.00%
423008101
Heineken Holding NV ADR
Increased$2,739$804,1620.00%
T2R765103
Cir SPA
Increased$454$160,6740.00%

Evidence

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JR
Increased922908363

Julian Robertson

Julian Robertson (Tiger Management) filed a 13F change in VANGUARD INDEX FDS (922908363) on 2024-11-13, covering period end 2024-09-30.

MP
Increased20854L108

Mohnish Pabrai

Mohnish Pabrai (Dalal Street) filed a 13F change in CONSOL ENERGY INC NEW (20854L108) on 2024-11-13, covering period end 2024-09-30.

MP
Reduced03940R107

Mohnish Pabrai

Mohnish Pabrai (Dalal Street) filed a 13F change in ARCH RESOURCES INC (03940R107) on 2024-11-13, covering period end 2024-09-30.

Tom Russo (Gardner Russo & Gardner) disclosed sold out in Dupont De Nemours Inc | TradingNote AI