TR
Tom Russo (Gardner Russo & Gardner) disclosed increased in Ashtead Group PLC
Tom Russo (Gardner Russo & Gardner) filed a 13F change in Ashtead Group PLC (G05320109) on 2026-02-12, covering period end 2025-12-31.
Action
Increased
Capital
$418,100,738 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
90 changes from Tom Russo (Gardner Russo & Gardner), filed 2026-02-12 for period end 2025-12-31.
$9.3B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
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02079K107 Alphabet Inc Cl C | Increased | $101.1M | $1.2B | 1.09% |
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F72027109 Pernod Ricard | Reduced | -$45.8M | $219.3M | 0.49% |
G05320109 Ashtead Group PLC | Increased | $45.3M | $418.1M | 0.49% |
25809K105 Doordash Inc Cl A | Reduced | -$41.2M | $210.7M | 0.45% |
90353T100 Uber Technologies Inc | Reduced | -$41.1M | $420.4M | 0.44% |
84670108 Berkshire Hathaway Inc Cl A | Reduced | -$39.1M | $1.1B | 0.42% |
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641069406 Nestle SA Sponsored ADR | Increased | $24.6M | $554.9M | 0.27% |
573284106 Martin Marietta Materials | Increased | $19.1M | $452.4M | 0.21% |
84670702 Berkshire Hathaway Inc Cl B | Reduced | -$18.2M | $565.7M | 0.20% |
57636Q104 Mastercard Inc Cl A | Reduced | -$16.2M | $905.4M | 0.18% |
20030N101 Comcast Corp New Cl A | Reduced | -$8.1M | $68.8M | 0.09% |
92826C839 Visa Inc Cl A | Reduced | -$3.6M | $38.2M | 0.04% |
G42089113 Diageo PLC | New | $2.8M | $2.8M | 0.03% |
718172109 Philip Morris International In | Reduced | -$2.7M | $753.5M | 0.03% |
115637100 Brown-Forman Corp Cl A | Reduced | -$2.3M | $43.9M | 0.03% |
115637209 Brown-Forman Corp Cl B | Reduced | -$2.3M | $18.5M | 0.02% |
870875101 Swiss Helvetia FD Inc | Reduced | -$1.7M | $909,884 | 0.02% |
K36628137 Carlsberg B A/S | Increased | $1.6M | $3.0M | 0.02% |
30231G102 Exxon Mobil Corp | Increased | $1.6M | $23.2M | 0.02% |
46625H100 J.P. Morgan Chase | Reduced | -$1.5M | $170.4M | 0.02% |
02209S103 Altria Group Inc | Reduced | -$1.4M | $9.5M | 0.02% |
K03294137 ALK Abello A/S | New | $1.3M | $1.3M | 0.01% |
570535104 Markel Corp | Reduced | -$1.1M | $13.5M | 0.01% |
G27035107 Deliveroo PLC | Sold out | -$943,492 | $0 | 0.01% |
02079K305 Alphabet Inc Cl A | Increased | $904,061 | $4.7M | 0.01% |
929160109 Vulcan Materials | Reduced | -$787,854 | $2.3M | 0.01% |
260003108 Dover Corp | Increased | $550,563 | $3.8M | 0.01% |
X4550J108 Konecranes | Increased | $512,834 | $2.0M | 0.01% |
89832Q109 Truist Financial Corp | Sold out | -$427,727 | $0 | 0.00% |
224408104 Crane Company | Reduced | -$366,315 | $10.0M | 0.00% |
X4S8SE108 Kalmar Oyj B | Increased | $350,273 | $1.1M | 0.00% |
344419106 Fomento Economico Mex Sponsore | Sold out | -$317,391 | $0 | 0.00% |
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68389X105 Oracle Corp | Reduced | -$299,997 | $677,312 | 0.00% |
22160K105 Costco Whsl Corp | Reduced | -$292,525 | $4.0M | 0.00% |
B639CJ108 Anheuser-Busch InBev SA | Increased | $274,923 | $17.1M | 0.00% |
93403J106 Warby Parker Inc Cl A | Reduced | -$266,030 | $1.4M | 0.00% |
98585X104 Yeti Holdings Inc | Increased | $263,760 | $1.1M | 0.00% |
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23135106 Amazon.com Inc | New | $240,053 | $240,053 | 0.00% |
T3508H102 De'Longhi | Increased | $236,208 | $1.5M | 0.00% |
459200101 I B M | New | $222,158 | $222,158 | 0.00% |
42704L104 Herc Holdings Inc | Increased | $204,594 | $957,051 | 0.00% |
478160104 Johnson & Johnson | New | $201,983 | $201,983 | 0.00% |
D2617N114 Fielmann | Reduced | -$195,389 | $1.3M | 0.00% |
E52619108 Fluidra | Increased | $168,753 | $1.6M | 0.00% |
448579102 Hyatt Hotels Corp Cl A | Increased | $159,533 | $1.4M | 0.00% |
F58149133 Loreal SA | Reduced | -$158,399 | $1.6M | 0.00% |
360271100 Fulton Finl Corp | Reduced | -$157,745 | $1.0M | 0.00% |
713448108 Pepsico Inc | Reduced | -$133,588 | $1.4M | 0.00% |
W2457W116 Electrolux Professional | Increased | $125,838 | $1.4M | 0.00% |
52736R102 Levi Strauss & Co Cl A | Reduced | -$122,176 | $989,817 | 0.00% |
949746101 Wells Fargo | Reduced | -$108,375 | $742,287 | 0.00% |
2824100 Abbott Labs | Reduced | -$99,561 | $1.4M | 0.00% |
W41422101 H&M | Increased | $98,036 | $1.3M | 0.00% |
E8S64T107 Puig Brands | Increased | $94,525 | $1.2M | 0.00% |
907818108 Union Pac Corp | Reduced | -$93,011 | $5.8M | 0.00% |
69007J304 Outfront Media Inc | Increased | $90,375 | $377,816 | 0.00% |
931142103 Wal Mart Stores Inc | Increased | $84,878 | $1.1M | 0.00% |
H57312649 Nestle SA-REG | Increased | $80,368 | $1.1M | 0.00% |
37833100 Apple Inc | Increased | $74,168 | $1.3M | 0.00% |
477839104 JBT Marel Corp | Increased | $74,095 | $1.1M | 0.00% |
368736104 Generac Holdings Inc | Reduced | -$69,817 | $306,833 | 0.00% |
580135101 McDonalds Corp | Increased | $62,353 | $276,595 | 0.00% |
N39427211 Heineken NV | Increased | $58,446 | $1.2M | 0.00% |
H49983176 Lindt & Spruengli AG - Reg | Reduced | -$50,910 | $2.2M | 0.00% |
191216100 Coca-Cola | Increased | $48,967 | $953,572 | 0.00% |
31425A109 FB Bancorp Inc | Increased | $41,500 | $642,500 | 0.00% |
00287Y109 AbbVie Inc | Reduced | -$37,850 | $2.8M | 0.00% |
742718109 Procter & Gamble | Increased | $34,840 | $1.7M | 0.00% |
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25816109 American Express | Reduced | -$29,413 | $4.5M | 0.00% |
693475105 PNC Bank Corp | Increased | $29,250 | $782,738 | 0.00% |
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594918104 Microsoft Corp | Reduced | -$23,603 | $1.8M | 0.00% |
B5783H102 Lotus Bakeries | Reduced | -$23,468 | $1.1M | 0.00% |
D98423102 Zalando SE | Reduced | -$22,433 | $833,296 | 0.00% |
440452100 Hormel Foods Corp | Reduced | -$20,628 | $470,090 | 0.00% |
149123101 Caterpillar Inc | Reduced | -$18,926 | $315,079 | 0.00% |
Y5342M100 LT Group Inc | Reduced | -$18,875 | $445,919 | 0.00% |
T19404101 Cofide SPA | Increased | $14,664 | $207,442 | 0.00% |
D6349P107 Rational AG | Increased | $13,965 | $757,476 | 0.00% |
579780206 McCormick Inc | Reduced | -$13,093 | $2.8M | 0.00% |
166764100 Chevron Corp | Reduced | -$7,689 | $406,935 | 0.00% |
254687106 Disney Walt Productions | Reduced | -$1,832 | $285,528 | 0.00% |
91529Y106 Unum Group | Reduced | -$1,064 | $294,500 | 0.00% |