TR
Tom Russo (Gardner Russo & Gardner) disclosed new in Outfront Media Inc
Tom Russo (Gardner Russo & Gardner) filed a 13F change in Outfront Media Inc (69007J304) on 2025-02-12, covering period end 2024-12-31.
Action
New
Capital
$794,992 current disclosed value
Institutional 13F Signals1 evidence source
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
80 changes from Tom Russo (Gardner Russo & Gardner), filed 2025-02-12 for period end 2024-12-31.
$8.8B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
641069406 Nestle SA Sponsored ADR | Reduced | -$183.3M | $516.9M | 2.07% |
F72027109 Pernod Ricard | Reduced | -$149.0M | $342.9M | 1.68% |
N39338194 Heineken Holding NV | Reduced | -$146.8M | $470.9M | 1.66% |
84670108 Berkshire Hathaway Inc Cl A | Reduced | -$140.8M | $1.3B | 1.59% |
G05320109 Ashtead Group PLC | Reduced | -$90.5M | $293.4M | 1.02% |
H25662182 Compagnie Financiere Richemont | Reduced | -$72.8M | $642.4M | 0.82% |
02079K107 Alphabet Inc Cl C | Increased | $71.2M | $1.1B | 0.80% |
64110L106 Netflix Inc | Increased | $44.9M | $564.0M | 0.51% |
573284106 Martin Marietta Materials | Reduced | -$38.6M | $365.2M | 0.44% |
90353T100 Uber Technologies Inc | Reduced | -$35.0M | $250.4M | 0.40% |
84670702 Berkshire Hathaway Inc Cl B | Reduced | -$34.7M | $583.3M | 0.39% |
718172109 Philip Morris International In | Reduced | -$29.3M | $624.6M | 0.33% |
115637100 Brown-Forman Corp Cl A | Reduced | -$26.3M | $75.9M | 0.30% |
20030N101 Comcast Corp New Cl A | Reduced | -$19.6M | $104.5M | 0.22% |
25809K105 Doordash Inc Cl A | Increased | $11.8M | $112.4M | 0.13% |
115637209 Brown-Forman Corp Cl B | Reduced | -$11.3M | $31.9M | 0.13% |
949746101 Wells Fargo | Reduced | -$9.1M | $13.6M | 0.10% |
92826C839 Visa Inc Cl A | Reduced | -$8.3M | $64.7M | 0.09% |
B639CJ108 Anheuser-Busch InBev SA | Reduced | -$7.5M | $18.9M | 0.09% |
H57312649 Nestle SA-REG | Reduced | -$3.2M | $864,270 | 0.04% |
N24565108 Davide Campari-Milano NV | Reduced | -$2.4M | $3.6M | 0.03% |
30231G102 Exxon Mobil Corp | Reduced | -$1.7M | $20.3M | 0.02% |
742718109 Procter & Gamble | Reduced | -$1.4M | $4.0M | 0.02% |
46625H100 J.P. Morgan Chase | Reduced | -$1.3M | $302.4M | 0.02% |
N39427211 Heineken NV | Reduced | -$1.2M | $1.1M | 0.01% |
K36628137 Carlsberg B A/S | Reduced | -$1.1M | $1.7M | 0.01% |
204319107 Compagnie Financiere Richemont | Reduced | -$867,522 | $184,730 | 0.01% |
31425A109 FB Bancorp Inc | New | $834,400 | $834,400 | 0.01% |
69007J106 Outfront Media Inc | Sold out | -$827,229 | $0 | 0.01% |
69007J304 Outfront Media Inc | New | $794,992 | $794,992 | 0.01% |
57636Q104 Mastercard Inc Cl A | Reduced | -$776,360 | $992.4M | 0.01% |
570535104 Markel Corp | Increased | $739,512 | $14.9M | 0.01% |
714264306 Pernod-Ricard SA Unsponsored A | Sold out | -$697,871 | $0 | 0.01% |
224408104 Crane Company | Reduced | -$653,930 | $9.2M | 0.01% |
02209S103 Altria Group Inc | Reduced | -$646,361 | $14.1M | 0.01% |
423008101 Heineken Holding NV ADR | Reduced | -$586,533 | $217,629 | 0.01% |
F58149133 Loreal SA | Reduced | -$566,984 | $2.0M | 0.01% |
02079K305 Alphabet Inc Cl A | Increased | $484,903 | $3.9M | 0.01% |
929160109 Vulcan Materials | Reduced | -$433,245 | $5.4M | 0.00% |
907818108 Union Pac Corp | Reduced | -$423,870 | $5.6M | 0.00% |
H49983176 Lindt & Spruengli AG - Reg | Reduced | -$406,968 | $1.8M | 0.00% |
45055100 Ashtead Group PLC ADR | Sold out | -$388,983 | $0 | 0.00% |
870875101 Swiss Helvetia FD Inc | Reduced | -$372,863 | $2.2M | 0.00% |
22052L104 Corteva Inc | Sold out | -$356,857 | $0 | 0.00% |
713448108 Pepsico Inc | Reduced | -$328,809 | $1.8M | 0.00% |
00287Y109 AbbVie Inc | Reduced | -$265,218 | $2.2M | 0.00% |
579780206 McCormick Inc | Reduced | -$263,301 | $3.3M | 0.00% |
G74079107 Reckitt Benckiser Group PLC | Sold out | -$259,695 | $0 | 0.00% |
25816109 American Express | Increased | $236,762 | $4.4M | 0.00% |
423012301 Heineken NV Sponsored ADR | Sold out | -$233,537 | $0 | 0.00% |
235851102 Danaher Corp | Sold out | -$227,698 | $0 | 0.00% |
142339100 Carlisle Inc | Sold out | -$224,875 | $0 | 0.00% |
260003108 Dover Corp | Reduced | -$217,578 | $4.2M | 0.00% |
G8994E103 Trane Technologies PLC | Sold out | -$209,914 | $0 | 0.00% |
55622104 BP PLC ADR | Sold out | -$207,243 | $0 | 0.00% |
191216100 Coca-Cola | Reduced | -$165,949 | $878,177 | 0.00% |
T2R765103 Cir SPA | Sold out | -$160,674 | $0 | 0.00% |
T19404101 Cofide SPA | New | $155,841 | $155,841 | 0.00% |
22160K105 Costco Whsl Corp | Increased | $138,505 | $4.9M | 0.00% |
23857X103 Davide Campari-Milano ADR | Sold out | -$115,779 | $0 | 0.00% |
440452100 Hormel Foods Corp | Reduced | -$103,662 | $1.6M | 0.00% |
931142103 Wal Mart Stores Inc | Increased | $94,083 | $931,057 | 0.00% |
512816109 Lamar Advertising Co-A | Reduced | -$70,851 | $727,275 | 0.00% |
594918104 Microsoft Corp | Reduced | -$65,119 | $2.1M | 0.00% |
344419106 Fomento Economico Mex Sponsore | Reduced | -$63,095 | $296,308 | 0.00% |
609207105 Mondelez International Inc | Reduced | -$61,336 | $262,812 | 0.00% |
58933Y105 Merck Inc | Reduced | -$59,444 | $291,104 | 0.00% |
Y7121Z146 Hanjaya Mandala Sampoerna | Reduced | -$53,725 | $197,266 | 0.00% |
91529Y106 Unum Group | Increased | $51,642 | $277,514 | 0.00% |
693475105 PNC Bank Corp | Reduced | -$34,340 | $954,608 | 0.00% |
G42089113 Diageo PLC | Reduced | -$32,858 | $262,246 | 0.00% |
360271100 Fulton Finl Corp | Reduced | -$32,448 | $1.4M | 0.00% |
254687106 Disney Walt Productions | Increased | $23,935 | $397,646 | 0.00% |
68389X105 Oracle Corp | Reduced | -$13,066 | $579,074 | 0.00% |
2824100 Abbott Labs | Reduced | -$10,359 | $1.3M | 0.00% |
580135101 McDonalds Corp | Reduced | -$10,308 | $204,372 | 0.00% |
89832Q109 Truist Financial Corp | Increased | $8,900 | $417,200 | 0.00% |
166764100 Chevron Corp | Reduced | -$8,536 | $646,654 | 0.00% |
37833100 Apple Inc | Reduced | -$8,404 | $1.5M | 0.00% |
Y5342M100 LT Group Inc | Increased | $4,811 | $322,197 | 0.00% |