TR
Tom Russo (Gardner Russo & Gardner) disclosed new in Sunbelt Rentals Holdings Inc
Tom Russo (Gardner Russo & Gardner) filed a 13F change in Sunbelt Rentals Holdings Inc (866966104) on 2026-05-13, covering period end 2026-03-31.
Action
New
Capital
$393,738,067 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
91 changes from Tom Russo (Gardner Russo & Gardner), filed 2026-05-13 for period end 2026-03-31.
$8.5B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
G05320109 Ashtead Group PLC | Sold out | -$418.1M | $0 | 4.92% |
866966104 Sunbelt Rentals Holdings Inc | New | $393.7M | $393.7M | 4.63% |
02079K107 Alphabet Inc Cl C | Reduced | -$272.5M | $961.1M | 3.21% |
L31839134 Eurofins Scientific | New | $223.6M | $223.6M | 2.63% |
H25662182 Compagnie Financiere Richemont | Reduced | -$166.1M | $594.4M | 1.96% |
57636Q104 Mastercard Inc Cl A | Reduced | -$128.4M | $777.0M | 1.51% |
46625H100 J.P. Morgan Chase | Reduced | -$126.6M | $43.8M | 1.49% |
84670108 Berkshire Hathaway Inc Cl A | Reduced | -$74.7M | $1.0B | 0.88% |
64110L106 Netflix Inc | Increased | $70.2M | $539.5M | 0.83% |
25809K105 Doordash Inc Cl A | Reduced | -$60.4M | $150.3M | 0.71% |
90353T100 Uber Technologies Inc | Reduced | -$48.3M | $372.1M | 0.57% |
F72027109 Pernod Ricard | Reduced | -$35.8M | $183.5M | 0.42% |
84670702 Berkshire Hathaway Inc Cl B | Reduced | -$33.6M | $532.1M | 0.40% |
573284106 Martin Marietta Materials | Reduced | -$31.3M | $421.1M | 0.37% |
N39338194 Heineken Holding NV | Reduced | -$30.9M | $643.4M | 0.36% |
641069406 Nestle SA Sponsored ADR | Reduced | -$11.6M | $543.2M | 0.14% |
92826C839 Visa Inc Cl A | Reduced | -$9.8M | $28.4M | 0.12% |
30231G102 Exxon Mobil Corp | Increased | $9.7M | $32.9M | 0.11% |
718172109 Philip Morris International In | Increased | $7.9M | $761.4M | 0.09% |
B639CJ108 Anheuser-Busch InBev SA | Reduced | -$4.5M | $12.7M | 0.05% |
20030N101 Comcast Corp New Cl A | Reduced | -$4.1M | $64.7M | 0.05% |
570535104 Markel Corp | Reduced | -$4.0M | $9.5M | 0.05% |
G42089113 Diageo PLC | Sold out | -$2.8M | $0 | 0.03% |
25816109 American Express | Reduced | -$2.5M | $2.0M | 0.03% |
224408104 Crane Company | Reduced | -$2.1M | $8.0M | 0.02% |
K36628137 Carlsberg B A/S | Reduced | -$1.8M | $1.2M | 0.02% |
448579102 Hyatt Hotels Corp Cl A | Sold out | -$1.4M | $0 | 0.02% |
02209S103 Altria Group Inc | Increased | $1.4M | $10.9M | 0.02% |
02079K305 Alphabet Inc Cl A | Reduced | -$1.3M | $3.3M | 0.02% |
CREST6610 Sunbelt Rentals Holdings ORD | New | $1.1M | $1.1M | 0.01% |
115637209 Brown-Forman Corp Cl B | Reduced | -$1.0M | $17.4M | 0.01% |
907818108 Union Pac Corp | Increased | $926,303 | $6.7M | 0.01% |
579780206 McCormick Inc | Reduced | -$823,735 | $1.9M | 0.01% |
D6349P107 Rational AG | Increased | $819,194 | $1.6M | 0.01% |
693475105 PNC Bank Corp | Sold out | -$782,738 | $0 | 0.01% |
22160K105 Costco Whsl Corp | Increased | $620,122 | $4.6M | 0.01% |
52736R102 Levi Strauss & Co Cl A | Increased | $539,768 | $1.5M | 0.01% |
594918104 Microsoft Corp | Reduced | -$479,930 | $1.3M | 0.01% |
742718109 Procter & Gamble | Reduced | -$379,661 | $1.3M | 0.00% |
X4550J108 Konecranes | Reduced | -$344,577 | $1.7M | 0.00% |
D2617N114 Fielmann | Increased | $341,398 | $1.7M | 0.00% |
870875101 Total Return Securities Fund | Reduced | -$330,721 | $579,163 | 0.00% |
42704L104 Herc Holdings Inc | Reduced | -$314,953 | $642,098 | 0.00% |
K03294137 ALK Abello A/S | Increased | $300,788 | $1.6M | 0.00% |
929160109 Vulcan Materials | Reduced | -$278,946 | $2.0M | 0.00% |
93403J106 Warby Parker Inc Cl A | Increased | $269,250 | $1.7M | 0.00% |
2824100 Abbott Labs | Reduced | -$260,356 | $1.2M | 0.00% |
115637100 Brown-Forman Corp Cl A | Increased | $259,100 | $44.1M | 0.00% |
58933Y105 Merck Inc | New | $257,536 | $257,536 | 0.00% |
B5783H102 Lotus Bakeries | Increased | $230,344 | $1.3M | 0.00% |
459200101 I B M | Sold out | -$222,158 | $0 | 0.00% |
G8402N125 SSP Group | Reduced | -$214,246 | $1.6M | 0.00% |
X4S8SE108 Kalmar Oyj B | Increased | $206,211 | $1.3M | 0.00% |
W2457W116 Electrolux Professional | Reduced | -$197,653 | $1.2M | 0.00% |
98585X104 Yeti Holdings Inc | Reduced | -$181,920 | $878,160 | 0.00% |
260003108 Dover Corp | Increased | $174,559 | $4.0M | 0.00% |
D98423102 Zalando SE | Reduced | -$170,320 | $662,976 | 0.00% |
477839104 JBT Marel Corp | Reduced | -$165,300 | $927,058 | 0.00% |
T3508H102 De'Longhi | Reduced | -$163,902 | $1.3M | 0.00% |
K3008M105 Demant A/S | Reduced | -$161,568 | $1.2M | 0.00% |
949746101 Wells Fargo | Reduced | -$149,172 | $593,115 | 0.00% |
N24565108 Davide Campari-Milano NV | Reduced | -$147,848 | $1.4M | 0.00% |
68389X105 Oracle Corp | Reduced | -$147,716 | $529,596 | 0.00% |
00287Y109 AbbVie Inc | Reduced | -$136,510 | $2.7M | 0.00% |
E8S64T107 Puig Brands | Increased | $135,768 | $1.3M | 0.00% |
368736104 Generac Holdings Inc | Increased | $132,660 | $439,493 | 0.00% |
478160104 Johnson & Johnson | Increased | $116,767 | $318,750 | 0.00% |
W41422101 H&M | Reduced | -$113,874 | $1.2M | 0.00% |
166764100 Chevron Corp | Increased | $104,108 | $511,043 | 0.00% |
F58149133 Loreal SA | Reduced | -$103,859 | $1.5M | 0.00% |
N39427211 Heineken NV | Reduced | -$83,452 | $1.2M | 0.00% |
931142103 Wal Mart Stores Inc | Increased | $78,004 | $1.2M | 0.00% |
512816109 Lamar Advertising Co-A | Reduced | -$76,278 | $679,911 | 0.00% |
H49983176 Lindt & Spruengli AG - Reg | Reduced | -$72,060 | $2.1M | 0.00% |
37833100 Apple Inc | Reduced | -$64,918 | $1.2M | 0.00% |
360271100 Fulton Finl Corp | Reduced | -$50,110 | $995,643 | 0.00% |
31425A109 FB Bancorp Inc | Increased | $44,500 | $687,000 | 0.00% |
254687106 Disney Walt Productions | Reduced | -$42,936 | $242,592 | 0.00% |
440452100 Hormel Foods Corp | Reduced | -$39,740 | $430,350 | 0.00% |
191216100 Coca-Cola | Increased | $36,979 | $990,551 | 0.00% |
713448108 Pepsico Inc | Increased | $23,753 | $1.4M | 0.00% |
23135106 Amazon.com Inc | Reduced | -$23,452 | $216,601 | 0.00% |
H57312649 Nestle SA-REG | Reduced | -$19,988 | $1.1M | 0.00% |
69007J304 Outfront Media Inc | Reduced | -$17,734 | $360,082 | 0.00% |
580135101 McDonalds Corp | Increased | $17,723 | $294,318 | 0.00% |
Y5342M100 LT Group Inc | Reduced | -$17,582 | $428,337 | 0.00% |
91529Y106 Unum Group | Reduced | -$16,986 | $277,514 | 0.00% |
T19404101 Cofide SPA | Reduced | -$11,457 | $195,985 | 0.00% |
E52619108 Fluidra | Reduced | -$10,285 | $1.6M | 0.00% |
Y7121Z146 Hanjaya Mandala Sampoerna | Reduced | -$4,087 | $213,305 | 0.00% |
149123101 Caterpillar Inc | Increased | $3,728 | $318,807 | 0.00% |