TR
Tom Russo (Gardner Russo & Gardner) disclosed new in Zalando SE
Tom Russo (Gardner Russo & Gardner) filed a 13F change in Zalando SE (D98423102) on 2025-08-13, covering period end 2025-06-30.
Action
New
Capital
$853,037 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 2025-08-13 for period end 2025-06-30.
$9.4B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
64110L106 Netflix Inc | Increased | $205.5M | $726.3M | 2.18% |
84670108 Berkshire Hathaway Inc Cl A | Reduced | -$139.4M | $1.2B | 1.48% |
90353T100 Uber Technologies Inc | Increased | $134.0M | $456.9M | 1.42% |
02079K107 Alphabet Inc Cl C | Increased | $105.2M | $903.0M | 1.12% |
25809K105 Doordash Inc Cl A | Increased | $93.3M | $238.3M | 0.99% |
718172109 Philip Morris International In | Increased | $91.3M | $887.6M | 0.97% |
46625H100 J.P. Morgan Chase | Reduced | -$89.6M | $166.3M | 0.95% |
G05320109 Ashtead Group PLC | Increased | $76.7M | $371.8M | 0.82% |
84670702 Berkshire Hathaway Inc Cl B | Reduced | -$67.9M | $560.9M | 0.72% |
573284106 Martin Marietta Materials | Increased | $49.8M | $391.3M | 0.53% |
H25662182 Compagnie Financiere Richemont | Increased | $45.0M | $700.0M | 0.48% |
N39338194 Heineken Holding NV | Increased | $37.7M | $625.9M | 0.40% |
641069406 Nestle SA Sponsored ADR | Reduced | -$24.2M | $597.4M | 0.26% |
115637100 Brown-Forman Corp Cl A | Reduced | -$12.4M | $50.2M | 0.13% |
115637209 Brown-Forman Corp Cl B | Reduced | -$6.9M | $21.0M | 0.07% |
20030N101 Comcast Corp New Cl A | Reduced | -$5.3M | $91.3M | 0.06% |
57636Q104 Mastercard Inc Cl A | Increased | $5.0M | $945.8M | 0.05% |
F72027109 Pernod Ricard | Reduced | -$3.7M | $280.5M | 0.04% |
02209S103 Altria Group Inc | Reduced | -$3.6M | $11.2M | 0.04% |
949746101 Wells Fargo | Reduced | -$2.7M | $1.8M | 0.03% |
224408104 Crane Company | Increased | $2.0M | $11.3M | 0.02% |
30231G102 Exxon Mobil Corp | Reduced | -$2.0M | $20.5M | 0.02% |
929160109 Vulcan Materials | Reduced | -$1.7M | $2.7M | 0.02% |
G27035107 Deliveroo PLC | New | $940,074 | $940,074 | 0.01% |
D98423102 Zalando SE | New | $853,037 | $853,037 | 0.01% |
570535104 Markel Corp | Increased | $791,610 | $16.3M | 0.01% |
92826C839 Visa Inc Cl A | Reduced | -$734,005 | $45.1M | 0.01% |
25816109 American Express | Increased | $674,288 | $4.3M | 0.01% |
B639CJ108 Anheuser-Busch InBev SA | Reduced | -$565,333 | $20.3M | 0.01% |
D2617N114 Fielmann | Increased | $522,716 | $1.5M | 0.01% |
H49983176 Lindt & Spruengli AG - Reg | Increased | $397,055 | $2.5M | 0.00% |
K36628137 Carlsberg B A/S | Increased | $381,202 | $1.7M | 0.00% |
594918104 Microsoft Corp | Increased | $374,716 | $2.1M | 0.00% |
X4550J108 Konecranes | Increased | $367,593 | $1.9M | 0.00% |
02079K305 Alphabet Inc Cl A | Increased | $357,837 | $2.8M | 0.00% |
K3008M105 Demant A/S | Increased | $356,944 | $1.7M | 0.00% |
440452100 Hormel Foods Corp | Reduced | -$349,421 | $1.1M | 0.00% |
93403J106 Warby Parker Inc Cl A | Increased | $330,360 | $1.3M | 0.00% |
579780206 McCormick Inc | Reduced | -$325,926 | $3.2M | 0.00% |
166764100 Chevron Corp | Reduced | -$323,073 | $382,317 | 0.00% |
98585X104 Yeti Holdings Inc | Reduced | -$319,270 | $756,480 | 0.00% |
00287Y109 AbbVie Inc | Reduced | -$296,599 | $2.3M | 0.00% |
68389X105 Oracle Corp | Increased | $273,899 | $759,739 | 0.00% |
W41422101 H&M | Reduced | -$262,601 | $892,470 | 0.00% |
58933Y105 Merck Inc | Sold out | -$248,013 | $0 | 0.00% |
368736104 Generac Holdings Inc | Reduced | -$235,726 | $809,137 | 0.00% |
G8402N125 SSP Group | Increased | $233,601 | $1.3M | 0.00% |
423008101 Heineken Holding NV ADR | Sold out | -$226,192 | $0 | 0.00% |
751212101 Ralph Lauren Corp Cl A | Increased | $219,514 | $1.1M | 0.00% |
448579102 Hyatt Hotels Corp Cl A | Reduced | -$218,724 | $1.2M | 0.00% |
F58149133 Loreal SA | Increased | $212,975 | $1.7M | 0.00% |
55622104 BP PLC ADR | Sold out | -$212,881 | $0 | 0.00% |
22160K105 Costco Whsl Corp | Increased | $199,954 | $4.6M | 0.00% |
713448108 Pepsico Inc | Reduced | -$199,040 | $1.4M | 0.00% |
N24565108 Davide Campari-Milano NV | Increased | $195,851 | $1.6M | 0.00% |
E8S64T107 Puig Brands | Increased | $181,653 | $1.3M | 0.00% |
52736R102 Levi Strauss & Co Cl A | Reduced | -$173,398 | $882,435 | 0.00% |
31425A109 FB Bancorp Inc | Reduced | -$169,450 | $618,750 | 0.00% |
42704L104 Herc Holdings Inc | Reduced | -$156,071 | $1.1M | 0.00% |
W2457W116 Electrolux Professional | Increased | $141,839 | $1.2M | 0.00% |
E52619108 Fluidra | Increased | $137,383 | $1.3M | 0.00% |
742718109 Procter & Gamble | Reduced | -$134,846 | $1.7M | 0.00% |
693475105 PNC Bank Corp | Reduced | -$133,703 | $736,359 | 0.00% |
907818108 Union Pac Corp | Reduced | -$122,067 | $5.7M | 0.00% |
37833100 Apple Inc | Reduced | -$109,540 | $1.1M | 0.00% |
931142103 Wal Mart Stores Inc | Increased | $94,964 | $993,934 | 0.00% |
260003108 Dover Corp | Increased | $92,438 | $3.9M | 0.00% |
N39427211 Heineken NV | Increased | $82,659 | $1.3M | 0.00% |
254687106 Disney Walt Productions | Increased | $58,990 | $349,478 | 0.00% |
B5783H102 Lotus Bakeries | Reduced | -$50,006 | $1.1M | 0.00% |
870875101 Swiss Helvetia FD Inc | Increased | $47,883 | $2.8M | 0.00% |
512816109 Lamar Advertising Co-A | Increased | $45,283 | $725,005 | 0.00% |
2824100 Abbott Labs | Increased | $38,673 | $1.6M | 0.00% |
360271100 Fulton Finl Corp | Reduced | -$30,545 | $1.2M | 0.00% |
69007J304 Outfront Media Inc | Reduced | -$29,714 | $256,061 | 0.00% |
Y5342M100 LT Group Inc | Increased | $27,430 | $405,228 | 0.00% |
T19404101 Cofide SPA | Increased | $23,535 | $172,534 | 0.00% |
H57312649 Nestle SA-REG | Reduced | -$21,949 | $1.1M | 0.00% |
T3508H102 De'Longhi | Increased | $19,452 | $1.2M | 0.00% |
Y7121Z146 Hanjaya Mandala Sampoerna | Increased | $18,723 | $184,786 | 0.00% |
344419106 Fomento Economico Mex Sponsore | Increased | $15,260 | $346,837 | 0.00% |
580135101 McDonalds Corp | Reduced | -$14,241 | $205,980 | 0.00% |
477839104 JBT Marel Corp | Reduced | -$14,065 | $871,885 | 0.00% |
191216100 Coca-Cola | Reduced | -$11,867 | $965,030 | 0.00% |
D6349P107 Rational AG | Increased | $9,193 | $814,887 | 0.00% |
G42089113 Diageo PLC | Reduced | -$7,690 | $202,329 | 0.00% |
91529Y106 Unum Group | Reduced | -$2,660 | $306,888 | 0.00% |
89832Q109 Truist Financial Corp | Increased | $141 | $398,967 | 0.00% |