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
DoorDash, Inc.DASH$13.6MAddQ3 2025 13F$14M$250.83$152.49
Compagnie Financière Richemont S.A.CFR.SW$-13.3MTrimQ3 2025 13F$13M----
Heineken Holding N.V.HEIO.AS$10.7MAddQ3 2025 13F$11M----
JPMorgan Chase & Co.JPM$5.6MAddQ3 2025 13F$5.6M$297.41$334.47
Uber Technologies IncUBER$4.7MAddQ3 2025 13F$4.7M$94.48$73.85
Brown-Forman CorporationBF-A$-4.0MTrimQ3 2025 13F$4.0M--$26.72
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$17M282.2k sharesTrimQ3 2025 13F$3.4M$59.69--
Visa IncV$-3.3MTrimQ3 2025 13F$3.3M$346.34$362.13
Markel CorpMKL$-1.6MTrimQ3 2025 13F$1.6M$1,960.42$1,847.87
Ralph Lauren CorporationRL$-1.1MExitQ3 2025 13F$1.1M$312.02$376.23
Exxon Mobil CorpXOM$1.1MAddQ3 2025 13F$1.1M$111.37$137.02
Ashtead Group plcAHT.L$1.0MAddQ3 2025 13F$1.0M----
Alphabet IncGOOGL$992.7KAddQ3 2025 13F$993k$209.46$359.91
Wells Fargo & CoWFC$-979.9KTrimQ3 2025 13F$980k$83.62$83.82
Crane CoCR$-871.4KTrimQ3 2025 13F$871k--$178.93
Tom Russo (Gardner Russo & Gardner) other Unmapped 13F securityPORTFOLIO$792k20k sharesOtherQ3 2025 13F$792k$39.62--
Dover Corporation Common StockDOV$-687.1KTrimQ3 2025 13F$687k--$213.37
Hormel Foods CorporationHRL$-585.6KTrimQ3 2025 13F$586k$25.42$20.96
AbbVie IncABBV$569.9KAddQ3 2025 13F$570k$203.64$261.07
Generac Holdings IncGNRC$-432.5KTrimQ3 2025 13F$432k--$280.53
Warby Parker Inc.WRBY$410.4KAddQ3 2025 13F$410k--$25.68
McCormick & Company, IncorporatedMKC$-399.8KTrimQ3 2025 13F$400k$64.62$46.64
Vulcan Materials CoVMC$394.1KAddQ3 2025 13F$394k--$292.99
Herc Holdings IncHRI$-360.3KTrimQ3 2025 13F$360k--$137.98
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$1.5M18.5k sharesTrimQ3 2025 13F$348k$82.48--
Caterpillar, Inc. Common StockCAT$334.0KOtherQ3 2025 13F$334k--$915.64
Costco Wholesale Corporation - Common StockCOST$-306.1KTrimQ3 2025 13F$306k--$951.67
H & M Hennes & Mauritz AB (publ)HMSB.DE$300.1KAddQ3 2025 13F$300k----
Microsoft CorpMSFT$-293.6KTrimQ3 2025 13F$294k$510.13$390.49
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$1.4M12.1k sharesTrimQ3 2025 13F$288k$116.30--
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$1.4M41k sharesTrimQ3 2025 13F$283k$34.66--
Altria Group IncMO$-278.5KTrimQ3 2025 13F$278k--$71.29
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$1.1M68k sharesTrimQ3 2025 13F$245k$16.07--
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$1.3M210.4k sharesTrimQ3 2025 13F$244k$6.31--
Chocoladefabriken Lindt & Sprüngli AGLISN.SW$-236.4KTrimQ3 2025 13F$236k----
Levi Strauss & Co.LEVI$229.6KAddQ3 2025 13F$230k--$24.05
SSP Group plcSSPG.L$228.2KAddQ3 2025 13F$228k----
Oracle CorporationORCL$217.6KAddQ3 2025 13F$218k$304.00$140.27
Brown-Forman CorporationBF-B$-213.0KTrimQ3 2025 13F$213k--$25.94
Tom Russo (Gardner Russo & Gardner) exit Unmapped 13F securityPORTFOLIO$-202.3KExitQ3 2025 13F$202k----
Union Pacific CorpUNP$185.7KAddQ3 2025 13F$186k--$268.67
American Express CoAXP$179.0KAddQ3 2025 13F$179k$318.08$351.96
John Bean Technologies CorpJBT$146.4KAddQ3 2025 13F$146k--$125.32
Apple IncAAPL$140.1KAddQ3 2025 13F$140k$225.91$308.63
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$1.2M15.1k sharesTrimQ3 2025 13F$134k$78.04--
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$1.4M53k sharesAddQ3 2025 13F$117k$27.10--
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$2.6M434.2k sharesTrimQ3 2025 13F$113k$6.08--
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$1.3M35.3k sharesAddQ3 2025 13F$96k$36.17--
PepsiCo IncPEP$92.1KAddQ3 2025 13F$92k$142.80$140.68
Nestlé S.A.NESN.SW$-91.8KTrimQ3 2025 13F$92k----
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