Tom Russo

Gardner Russo & Gardner

Tom Russo is tracked through SEC 13F filings for disclosed portfolio moves, position changes, and current holdings. Tom Russo and Gardner Russo & Gardner's latest snapshot includes disclosures through May 13, 2026, with exits, position reductions, and position increases. Recent filings connect the profile to Ashtead Group plc (AHT.L), Sunbelt Rentals Holdings Inc (SUNB), Alphabet Cl C (GOOG), and Compagnie Financière Richemont S.A. (CFR.SW). The current snapshot covers public activity from Nov 13, 2024 to May 13, 2026. Reported amounts are shown as $-418.1M to $961.1M. Each row links the action back to filing evidence so readers can review the disclosed record without treating it as investment advice.

Data sources and methodology

History Trades

CompanyValueActionChangePriceLast Price
Netflix IncNFLX$-147.5MTrimQ4 2025 13F$148M$107.81$77.65
Alphabet Cl CGOOG$101.1MAddQ4 2025 13F$101M$286.47$356.18
Compagnie Financière Richemont S.A.CFR.SW$73.8MAddQ4 2025 13F$74M----
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$219M2.6M sharesTrimQ4 2025 13F$46M$85.85--
Ashtead Group plcAHT.L$45.3MAddQ4 2025 13F$45M----
DoorDash, Inc.DASH$-41.2MTrimQ4 2025 13F$41M$234.56$152.49
Uber Technologies IncUBER$-41.1MTrimQ4 2025 13F$41M$85.20$73.85
Berkshire Hathaway Inc.BRK-A$-39.1MTrimQ4 2025 13F$39M$746,423.54$760,590.00
Heineken Holding N.V.HEIO.AS$37.6MAddQ4 2025 13F$38M----
Nestle SA, Cham Und VeveyNSRGY$24.6MAddQ4 2025 13F$25M--$102.18
Martin Marietta Materials IncMLM$19.1MAddQ4 2025 13F$19M$613.89$574.39
Berkshire Hathaway Inc.BRK-B$-18.2MTrimQ4 2025 13F$18M$497.53$507.78
Mastercard Incorporated Common StockMA$-16.2MTrimQ4 2025 13F$16M$575.13$539.39
Comcast CorpCMCSA$-8.1MTrimQ4 2025 13F$8.1M$26.93$23.76
Visa IncV$-3.6MTrimQ4 2025 13F$3.6M$337.67$362.13
Tom Russo (Gardner Russo & Gardner) other Unmapped 13F securityPORTFOLIO$2.8M129.8k sharesOtherQ4 2025 13F$2.8M$21.57--
Philip Morris International IncPM$-2.7MTrimQ4 2025 13F$2.7M$154.21$176.06
Brown-Forman CorporationBF-A$-2.3MTrimQ4 2025 13F$2.3M--$26.72
Brown-Forman CorporationBF-B$-2.3MTrimQ4 2025 13F$2.3M--$25.94
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$910k146.3k sharesTrimQ4 2025 13F$1.7M$6.22--
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$3.0M23.1k sharesAddQ4 2025 13F$1.6M$131.33--
Exxon Mobil CorpXOM$1.6MAddQ4 2025 13F$1.6M--$137.02
JPMorgan Chase & Co.JPM$-1.5MTrimQ4 2025 13F$1.5M$309.61$334.47
Altria Group IncMO$-1.4MTrimQ4 2025 13F$1.4M--$71.29
Tom Russo (Gardner Russo & Gardner) other Unmapped 13F securityPORTFOLIO$1.3M35k sharesOtherQ4 2025 13F$1.3M$35.95--
Markel CorpMKL$-1.1MTrimQ4 2025 13F$1.1M$2,025.92$1,847.87
Tom Russo (Gardner Russo & Gardner) exit Unmapped 13F securityPORTFOLIO$-943.5KExitQ4 2025 13F$943k----
Alphabet IncGOOGL$904.1KAddQ4 2025 13F$904k$285.73$359.91
Vulcan Materials CoVMC$-787.9KTrimQ4 2025 13F$788k$292.01$292.99
Dover Corporation Common StockDOV$550.6KAddQ4 2025 13F$551k$181.06$213.37
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$2.0M18.5k sharesAddQ4 2025 13F$513k$110.28--
Truist Financial CorpTFC$-427.7KExitQ4 2025 13F$428k$49.70$48.83
Crane CoCR$-366.3KTrimQ4 2025 13F$366k--$178.93
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$1.1M24k sharesAddQ4 2025 13F$350k$47.61--
Tom Russo (Gardner Russo & Gardner) exit Unmapped 13F securityPORTFOLIO$-317.4KExitQ4 2025 13F$317k----
SSP Group plcSSPG.L$306.7KAddQ4 2025 13F$307k----
Oracle CorporationORCL$-300.0KTrimQ4 2025 13F$300k$237.10$140.27
Costco Wholesale Corporation - Common StockCOST$-292.5KTrimQ4 2025 13F$293k$920.52$951.67
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$17M265.5k sharesAddQ4 2025 13F$275k$64.48--
Warby Parker Inc.WRBY$-266.0KTrimQ4 2025 13F$266k--$25.68
YETI Holdings, Inc.YETI$263.8KAddQ4 2025 13F$264k--$46.97
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$1.6M242.1k sharesAddQ4 2025 13F$247k$6.50--
Amazon.com IncAMZN$240.1KOtherQ4 2025 13F$240k$228.79$242.67
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$1.5M35.3k sharesAddQ4 2025 13F$236k$42.87--
International Business Machines CorpIBM$222.2KOtherQ4 2025 13F$222k$304.30$280.82
Herc Holdings IncHRI$204.6KAddQ4 2025 13F$205k--$137.98
Johnson & JohnsonJNJ$202.0KOtherQ4 2025 13F$202k$196.05$263.04
Fielmann AGFIE.DE$-195.4KTrimQ4 2025 13F$195k----
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$1.6M59k sharesAddQ4 2025 13F$169k$27.20--
Hyatt Hotels Corporation Class A Common StockH$159.5KAddQ4 2025 13F$160k--$193.72
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