TR
Tom Russo (Gardner Russo & Gardner) disclosed reduced in Pernod Ricard
Tom Russo (Gardner Russo & Gardner) filed a 13F change in Pernod Ricard (F72027109) on 2025-05-13, covering period end 2025-03-31.
Action
Reduced
Capital
$284,129,177 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
88 changes from Tom Russo (Gardner Russo & Gardner), filed 2025-05-13 for period end 2025-03-31.
$8.9B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
02079K107 Alphabet Inc Cl C | Reduced | -$275.5M | $797.8M | 3.09% |
718172109 Philip Morris International In | Increased | $171.6M | $796.3M | 1.92% |
N39338194 Heineken Holding NV | Increased | $117.4M | $588.2M | 1.32% |
641069406 Nestle SA Sponsored ADR | Increased | $104.6M | $621.6M | 1.17% |
90353T100 Uber Technologies Inc | Increased | $72.5M | $322.9M | 0.81% |
F72027109 Pernod Ricard | Reduced | -$58.8M | $284.1M | 0.66% |
57636Q104 Mastercard Inc Cl A | Reduced | -$51.6M | $940.8M | 0.58% |
84670108 Berkshire Hathaway Inc Cl A | Increased | $50.4M | $1.3B | 0.56% |
46625H100 J.P. Morgan Chase | Reduced | -$46.5M | $255.9M | 0.52% |
84670702 Berkshire Hathaway Inc Cl B | Increased | $45.4M | $628.8M | 0.51% |
64110L106 Netflix Inc | Reduced | -$43.3M | $520.7M | 0.49% |
25809K105 Doordash Inc Cl A | Increased | $32.6M | $145.1M | 0.37% |
573284106 Martin Marietta Materials | Reduced | -$23.7M | $341.5M | 0.27% |
92826C839 Visa Inc Cl A | Reduced | -$18.9M | $45.8M | 0.21% |
115637100 Brown-Forman Corp Cl A | Reduced | -$13.3M | $62.6M | 0.15% |
H25662182 Compagnie Financiere Richemont | Increased | $12.6M | $655.0M | 0.14% |
949746101 Wells Fargo | Reduced | -$9.1M | $4.5M | 0.10% |
20030N101 Comcast Corp New Cl A | Reduced | -$7.9M | $96.6M | 0.09% |
115637209 Brown-Forman Corp Cl B | Reduced | -$4.1M | $27.9M | 0.05% |
N24565108 Davide Campari-Milano NV | Reduced | -$2.2M | $1.4M | 0.03% |
30231G102 Exxon Mobil Corp | Increased | $2.2M | $22.5M | 0.02% |
742718109 Procter & Gamble | Reduced | -$2.1M | $1.9M | 0.02% |
B639CJ108 Anheuser-Busch InBev SA | Increased | $1.9M | $20.8M | 0.02% |
G05320109 Ashtead Group PLC | Increased | $1.7M | $295.1M | 0.02% |
X4550J108 Konecranes | New | $1.5M | $1.5M | 0.02% |
02079K305 Alphabet Inc Cl A | Reduced | -$1.5M | $2.4M | 0.02% |
448579102 Hyatt Hotels Corp Cl A | New | $1.4M | $1.4M | 0.02% |
K3008M105 Demant A/S | New | $1.3M | $1.3M | 0.02% |
42704L104 Herc Holdings Inc | New | $1.3M | $1.3M | 0.01% |
E52619108 Fluidra | New | $1.2M | $1.2M | 0.01% |
T3508H102 De'Longhi | New | $1.2M | $1.2M | 0.01% |
E8S64T107 Puig Brands | New | $1.2M | $1.2M | 0.01% |
W41422101 H&M | New | $1.2M | $1.2M | 0.01% |
B5783H102 Lotus Bakeries | New | $1.2M | $1.2M | 0.01% |
W2457W116 Electrolux Professional | New | $1.1M | $1.1M | 0.01% |
929160109 Vulcan Materials | Reduced | -$1.1M | $4.4M | 0.01% |
98585X104 Yeti Holdings Inc | New | $1.1M | $1.1M | 0.01% |
G8402N125 SSP Group | New | $1.1M | $1.1M | 0.01% |
52736R102 Levi Strauss & Co Cl A | New | $1.1M | $1.1M | 0.01% |
368736104 Generac Holdings Inc | New | $1.0M | $1.0M | 0.01% |
D2617N114 Fielmann | New | $1.0M | $1.0M | 0.01% |
93403J106 Warby Parker Inc Cl A | New | $941,580 | $941,580 | 0.01% |
751212101 Ralph Lauren Corp Cl A | New | $905,034 | $905,034 | 0.01% |
477839104 JBT Marel Corp | New | $885,950 | $885,950 | 0.01% |
D6349P107 Rational AG | New | $805,694 | $805,694 | 0.01% |
25816109 American Express | Reduced | -$722,556 | $3.7M | 0.01% |
02209S103 Altria Group Inc | Increased | $694,622 | $14.8M | 0.01% |
570535104 Markel Corp | Increased | $591,063 | $15.5M | 0.01% |
22160K105 Costco Whsl Corp | Reduced | -$559,426 | $4.4M | 0.01% |
870875101 Swiss Helvetia FD Inc | Increased | $542,058 | $2.7M | 0.01% |
69007J304 Outfront Media Inc | Reduced | -$509,217 | $285,775 | 0.01% |
F58149133 Loreal SA | Reduced | -$508,376 | $1.5M | 0.01% |
K36628137 Carlsberg B A/S | Reduced | -$429,374 | $1.3M | 0.00% |
00287Y109 AbbVie Inc | Increased | $394,886 | $2.6M | 0.00% |
260003108 Dover Corp | Reduced | -$355,456 | $3.9M | 0.00% |
594918104 Microsoft Corp | Reduced | -$354,231 | $1.7M | 0.00% |
H49983176 Lindt & Spruengli AG - Reg | Increased | $328,634 | $2.1M | 0.00% |
37833100 Apple Inc | Reduced | -$287,478 | $1.2M | 0.00% |
H57312649 Nestle SA-REG | Increased | $275,263 | $1.1M | 0.00% |
609207105 Mondelez International Inc | Sold out | -$262,812 | $0 | 0.00% |
579780206 McCormick Inc | Increased | $247,761 | $3.5M | 0.00% |
2824100 Abbott Labs | Increased | $224,906 | $1.5M | 0.00% |
907818108 Union Pac Corp | Increased | $213,392 | $5.8M | 0.00% |
55622104 BP PLC ADR | New | $212,881 | $212,881 | 0.00% |
204319107 Compagnie Financiere Richemont | Sold out | -$184,730 | $0 | 0.00% |
360271100 Fulton Finl Corp | Reduced | -$179,343 | $1.3M | 0.00% |
N39427211 Heineken NV | Increased | $155,647 | $1.2M | 0.00% |
440452100 Hormel Foods Corp | Reduced | -$153,577 | $1.4M | 0.00% |
254687106 Disney Walt Productions | Reduced | -$107,158 | $290,488 | 0.00% |
713448108 Pepsico Inc | Reduced | -$106,814 | $1.6M | 0.00% |
191216100 Coca-Cola | Increased | $98,720 | $976,897 | 0.00% |
68389X105 Oracle Corp | Reduced | -$93,234 | $485,840 | 0.00% |
693475105 PNC Bank Corp | Reduced | -$84,546 | $870,062 | 0.00% |
166764100 Chevron Corp | Increased | $58,736 | $705,390 | 0.00% |
Y5342M100 LT Group Inc | Increased | $55,601 | $377,798 | 0.00% |
G42089113 Diageo PLC | Reduced | -$52,227 | $210,019 | 0.00% |
512816109 Lamar Advertising Co-A | Reduced | -$47,553 | $679,722 | 0.00% |
31425A109 FB Bancorp Inc | Reduced | -$46,200 | $788,200 | 0.00% |
58933Y105 Merck Inc | Reduced | -$43,091 | $248,013 | 0.00% |
344419106 Fomento Economico Mex Sponsore | Increased | $35,269 | $331,577 | 0.00% |
931142103 Wal Mart Stores Inc | Reduced | -$32,087 | $898,970 | 0.00% |
91529Y106 Unum Group | Increased | $32,034 | $309,548 | 0.00% |
Y7121Z146 Hanjaya Mandala Sampoerna | Reduced | -$31,203 | $166,063 | 0.00% |
224408104 Crane Company | Increased | $21,742 | $9.2M | 0.00% |
89832Q109 Truist Financial Corp | Reduced | -$18,374 | $398,826 | 0.00% |
580135101 McDonalds Corp | Increased | $15,849 | $220,221 | 0.00% |
423008101 Heineken Holding NV ADR | Increased | $8,563 | $226,192 | 0.00% |
T19404101 Cofide SPA | Reduced | -$6,842 | $148,999 | 0.00% |