TR
Tom Russo (Gardner Russo & Gardner) disclosed new in Kalmar Oyj B
Tom Russo (Gardner Russo & Gardner) filed a 13F change in Kalmar Oyj B (X4S8SE108) on 2025-11-12, covering period end 2025-09-30.
Action
New
Capital
$792,420 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
87 changes from Tom Russo (Gardner Russo & Gardner), filed 2025-11-12 for period end 2025-09-30.
$9.3B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
02079K107 Alphabet Inc Cl C | Increased | $229.5M | $1.1B | 2.46% |
718172109 Philip Morris International In | Reduced | -$131.4M | $756.2M | 1.41% |
64110L106 Netflix Inc | Reduced | -$109.5M | $616.8M | 1.17% |
641069406 Nestle SA Sponsored ADR | Reduced | -$67.1M | $530.3M | 0.72% |
573284106 Martin Marietta Materials | Increased | $42.1M | $433.3M | 0.45% |
57636Q104 Mastercard Inc Cl A | Reduced | -$24.1M | $921.6M | 0.26% |
84670702 Berkshire Hathaway Inc Cl B | Increased | $23.0M | $583.9M | 0.25% |
84670108 Berkshire Hathaway Inc Cl A | Reduced | -$21.3M | $1.2B | 0.23% |
F72027109 Pernod Ricard | Reduced | -$15.4M | $265.1M | 0.16% |
20030N101 Comcast Corp New Cl A | Reduced | -$14.4M | $76.8M | 0.15% |
25809K105 Doordash Inc Cl A | Increased | $13.6M | $252.0M | 0.15% |
H25662182 Compagnie Financiere Richemont | Reduced | -$13.3M | $686.7M | 0.14% |
N39338194 Heineken Holding NV | Increased | $10.7M | $636.7M | 0.11% |
46625H100 J.P. Morgan Chase | Increased | $5.6M | $171.9M | 0.06% |
90353T100 Uber Technologies Inc | Increased | $4.7M | $461.5M | 0.05% |
115637100 Brown-Forman Corp Cl A | Reduced | -$4.0M | $46.2M | 0.04% |
B639CJ108 Anheuser-Busch InBev SA | Reduced | -$3.4M | $16.8M | 0.04% |
92826C839 Visa Inc Cl A | Reduced | -$3.3M | $41.7M | 0.04% |
570535104 Markel Corp | Reduced | -$1.6M | $14.6M | 0.02% |
751212101 Ralph Lauren Corp Cl A | Sold out | -$1.1M | $0 | 0.01% |
30231G102 Exxon Mobil Corp | Increased | $1.1M | $21.6M | 0.01% |
G05320109 Ashtead Group PLC | Increased | $1.0M | $372.8M | 0.01% |
02079K305 Alphabet Inc Cl A | Increased | $992,725 | $3.8M | 0.01% |
949746101 Wells Fargo | Reduced | -$979,909 | $850,662 | 0.01% |
224408104 Crane Company | Reduced | -$871,430 | $10.4M | 0.01% |
X4S8SE108 Kalmar Oyj B | New | $792,420 | $792,420 | 0.01% |
260003108 Dover Corp | Reduced | -$687,097 | $3.3M | 0.01% |
440452100 Hormel Foods Corp | Reduced | -$585,607 | $490,718 | 0.01% |
00287Y109 AbbVie Inc | Increased | $569,867 | $2.9M | 0.01% |
368736104 Generac Holdings Inc | Reduced | -$432,487 | $376,650 | 0.00% |
93403J106 Warby Parker Inc Cl A | Increased | $410,440 | $1.7M | 0.00% |
579780206 McCormick Inc | Reduced | -$399,766 | $2.8M | 0.00% |
929160109 Vulcan Materials | Increased | $394,062 | $3.0M | 0.00% |
42704L104 Herc Holdings Inc | Reduced | -$360,324 | $752,457 | 0.00% |
X4550J108 Konecranes | Reduced | -$347,893 | $1.5M | 0.00% |
149123101 Caterpillar Inc | New | $334,005 | $334,005 | 0.00% |
22160K105 Costco Whsl Corp | Reduced | -$306,144 | $4.3M | 0.00% |
W41422101 H&M | Increased | $300,074 | $1.2M | 0.00% |
594918104 Microsoft Corp | Reduced | -$293,603 | $1.8M | 0.00% |
K36628137 Carlsberg B A/S | Reduced | -$287,729 | $1.4M | 0.00% |
K3008M105 Demant A/S | Reduced | -$283,165 | $1.4M | 0.00% |
02209S103 Altria Group Inc | Reduced | -$278,473 | $10.9M | 0.00% |
E8S64T107 Puig Brands | Reduced | -$244,781 | $1.1M | 0.00% |
N24565108 Davide Campari-Milano NV | Reduced | -$243,787 | $1.3M | 0.00% |
H49983176 Lindt & Spruengli AG - Reg | Reduced | -$236,446 | $2.3M | 0.00% |
52736R102 Levi Strauss & Co Cl A | Increased | $229,558 | $1.1M | 0.00% |
G8402N125 SSP Group | Increased | $228,153 | $1.5M | 0.00% |
68389X105 Oracle Corp | Increased | $217,570 | $977,309 | 0.00% |
115637209 Brown-Forman Corp Cl B | Reduced | -$213,017 | $20.7M | 0.00% |
G42089113 Diageo PLC | Sold out | -$202,329 | $0 | 0.00% |
907818108 Union Pac Corp | Increased | $185,736 | $5.9M | 0.00% |
25816109 American Express | Increased | $179,032 | $4.5M | 0.00% |
477839104 JBT Marel Corp | Increased | $146,378 | $1.0M | 0.00% |
37833100 Apple Inc | Increased | $140,086 | $1.2M | 0.00% |
N39427211 Heineken NV | Reduced | -$133,832 | $1.2M | 0.00% |
E52619108 Fluidra | Increased | $117,124 | $1.4M | 0.00% |
870875101 Swiss Helvetia FD Inc | Reduced | -$112,901 | $2.6M | 0.00% |
T3508H102 De'Longhi | Increased | $95,590 | $1.3M | 0.00% |
713448108 Pepsico Inc | Increased | $92,085 | $1.5M | 0.00% |
H57312649 Nestle SA-REG | Reduced | -$91,766 | $1.0M | 0.00% |
D6349P107 Rational AG | Reduced | -$71,376 | $743,511 | 0.00% |
254687106 Disney Walt Productions | Reduced | -$62,118 | $287,360 | 0.00% |
742718109 Procter & Gamble | Reduced | -$61,916 | $1.7M | 0.00% |
191216100 Coca-Cola | Reduced | -$60,425 | $904,605 | 0.00% |
Y7121Z146 Hanjaya Mandala Sampoerna | Increased | $59,739 | $244,525 | 0.00% |
Y5342M100 LT Group Inc | Increased | $59,566 | $464,794 | 0.00% |
W2457W116 Electrolux Professional | Increased | $54,874 | $1.3M | 0.00% |
931142103 Wal Mart Stores Inc | Increased | $53,671 | $1.0M | 0.00% |
98585X104 Yeti Holdings Inc | Increased | $39,840 | $796,320 | 0.00% |
166764100 Chevron Corp | Increased | $32,307 | $414,624 | 0.00% |
69007J304 Outfront Media Inc | Increased | $31,380 | $287,441 | 0.00% |
344419106 Fomento Economico Mex Sponsore | Reduced | -$29,446 | $317,391 | 0.00% |
89832Q109 Truist Financial Corp | Increased | $28,760 | $427,727 | 0.00% |
F58149133 Loreal SA | Increased | $27,388 | $1.8M | 0.00% |
360271100 Fulton Finl Corp | Reduced | -$26,830 | $1.2M | 0.00% |
2824100 Abbott Labs | Reduced | -$23,826 | $1.5M | 0.00% |
D2617N114 Fielmann | Reduced | -$20,943 | $1.5M | 0.00% |
T19404101 Cofide SPA | Increased | $20,244 | $192,778 | 0.00% |
448579102 Hyatt Hotels Corp Cl A | Increased | $19,779 | $1.2M | 0.00% |
B5783H102 Lotus Bakeries | Reduced | -$19,188 | $1.1M | 0.00% |
31425A109 FB Bancorp Inc | Reduced | -$17,750 | $601,000 | 0.00% |
693475105 PNC Bank Corp | Increased | $17,129 | $753,488 | 0.00% |
91529Y106 Unum Group | Reduced | -$11,324 | $295,564 | 0.00% |
580135101 McDonalds Corp | Increased | $8,262 | $214,242 | 0.00% |
512816109 Lamar Advertising Co-A | Increased | $6,332 | $731,337 | 0.00% |
G27035107 Deliveroo PLC | Increased | $3,418 | $943,492 | 0.00% |
D98423102 Zalando SE | Increased | $2,692 | $855,729 | 0.00% |