Tom Russo

Gardner Russo & Gardner

Tom Russo is a prominent investor and the managing partner at Gardner Russo & Gardner, a firm known for its long-term investment approach and focus on high-quality businesses. The firm has a diverse portfolio, with significant holdings in consumer defensive and financial services sectors. Recent disclosures reveal a dynamic trading pattern, highlighted by a notable exit from Ashtead Group plc (AHT.L) valued at approximately $418.1 million on May 13, 2026, amidst a broader strategy involving 600 total disclosures, including 230 position increases and 303 reductions.

Data sources and methodology

History Trades

CompanyValueActionChangePriceLast Price
Rational AGRAA.DE$-71.4KTrimQ3 2025 13F$71k----
The Walt Disney CoDIS$-62.1KTrimQ3 2025 13F$62k$117.78$98.87
The Procter & Gamble CoPG$-61.9KTrimQ3 2025 13F$62k$156.18$151.40
Coca-Cola Company (The) Common StockKO$-60.4KTrimQ3 2025 13F$60k$68.83$84.14
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$245k5M sharesAddQ3 2025 13F$60k$0.0489--
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$465k1.8M sharesAddQ3 2025 13F$60k$0.2619--
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$1.3M200k sharesAddQ3 2025 13F$55k$6.44--
Walmart IncWMT$53.7KAddQ3 2025 13F$54k$99.55$111.84
YETI Holdings, Inc.YETI$39.8KAddQ3 2025 13F$40k--$46.97
Chevron Corporation Common StockCVX$32.3KAddQ3 2025 13F$32k$154.87$169.21
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$287k15.7k sharesAddQ3 2025 13F$31k$18.32--
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$317k3.2k sharesTrimQ3 2025 13F$29k$98.63--
Truist Financial CorpTFC$28.8KAddQ3 2025 13F$29k--$48.83
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$1.8M4.1k sharesAddQ3 2025 13F$27k$432.99--
FULTON FINANCIAL CORPFULT$-26.8KTrimQ3 2025 13F$27k--$22.05
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$1.5M11.5k sharesTrimQ3 2025 13F$24k$133.94--
Fielmann AGFIE.DE$-20.9KTrimQ3 2025 13F$21k----
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$193k251.3k sharesAddQ3 2025 13F$20k$0.7673--
Hyatt Hotels Corporation Class A Common StockH$19.8KAddQ3 2025 13F$20k--$193.72
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$1.1M115 sharesTrimQ3 2025 13F$19k$9,423.50--
FB Bancorp, Inc. Common StockFBLA$-17.8KTrimQ3 2025 13F$18k--$14.05
The PNC Financial Services Group IncPNC$17.1KAddQ3 2025 13F$17k$197.79$232.64
Unum GroupUNM$-11.3KTrimQ3 2025 13F$11k--$83.41
McDonald's CorpMCD$8.3KAddQ3 2025 13F$8.3k--$277.78
Lamar Advertising Company - Class ALAMR$6.3KAddQ3 2025 13F$6.3k$124.23$157.56
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$943k390k sharesAddQ3 2025 13F$3.4k$2.42--
Zalando SEZAL.DE$2.7KAddQ3 2025 13F$2.7k----
Netflix IncNFLX$205.5MAddQ2 2025 13F$206M$112.75$77.65
Berkshire Hathaway Inc.BRK-A$-139.4MTrimQ2 2025 13F$139M$762,376.24$760,590.00
Uber Technologies IncUBER$134.0MAddQ2 2025 13F$134M--$73.85
Alphabet Cl CGOOG$105.2MAddQ2 2025 13F$105M$165.11$356.18
DoorDash, Inc.DASH$93.3MAddQ2 2025 13F$93M$200.29$152.49
Philip Morris International IncPM$91.3MAddQ2 2025 13F$91M--$176.06
JPMorgan Chase & Co.JPM$-89.6MTrimQ2 2025 13F$90M$255.03$334.47
Ashtead Group plcAHT.L$76.7MAddQ2 2025 13F$77M----
Berkshire Hathaway Inc.BRK-B$-67.9MTrimQ2 2025 13F$68M$508.26$507.78
Martin Marietta Materials IncMLM$49.8MAddQ2 2025 13F$50M--$574.39
Compagnie Financière Richemont S.A.CFR.SW$45.0MAddQ2 2025 13F$45M----
Heineken Holding N.V.HEIO.AS$37.7MAddQ2 2025 13F$38M----
Nestle SA, Cham Und VeveyNSRGY$-24.2MTrimQ2 2025 13F$24M--$102.18
Brown-Forman CorporationBF-A$-12.4MTrimQ2 2025 13F$12M--$26.72
Brown-Forman CorporationBF-B$-6.9MTrimQ2 2025 13F$6.9M--$25.94
Comcast CorpCMCSA$-5.3MTrimQ2 2025 13F$5.3M--$23.76
Mastercard Incorporated Common StockMA$5.0MAddQ2 2025 13F$5.0M$517.38$539.39
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$280M2.8M sharesTrimQ2 2025 13F$3.7M$99.31--
Altria Group IncMO$-3.6MTrimQ2 2025 13F$3.6M--$71.29
Wells Fargo & CoWFC$-2.7MTrimQ2 2025 13F$2.7M$74.76$83.82
Crane CoCR$2.0MAddQ2 2025 13F$2.0M--$178.93
Exxon Mobil CorpXOM$-2.0MTrimQ2 2025 13F$2.0M$107.40$137.02
Vulcan Materials CoVMC$-1.7MTrimQ2 2025 13F$1.7M--$292.99
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