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
Vulcan Materials CoVMC$-1.1MTrimQ1 2025 13F$1.1M--$292.99
YETI Holdings, Inc.YETI$1.1MOtherQ1 2025 13F$1.1M--$46.97
SSP Group plcSSPG.L$1.1MOtherQ1 2025 13F$1.1M----
Levi Strauss & Co.LEVI$1.1MOtherQ1 2025 13F$1.1M--$24.05
Generac Holdings IncGNRC$1.0MOtherQ1 2025 13F$1.0M--$280.53
Fielmann AGFIE.DE$1.0MOtherQ1 2025 13F$1.0M----
Warby Parker Inc.WRBY$941.6KOtherQ1 2025 13F$942k--$25.68
Ralph Lauren CorporationRL$905.0KOtherQ1 2025 13F$905k--$376.23
John Bean Technologies CorpJBT$886.0KOtherQ1 2025 13F$886k--$125.32
Rational AGRAA.DE$805.7KOtherQ1 2025 13F$806k----
American Express CoAXP$-722.6KTrimQ1 2025 13F$723k$295.58$351.96
Altria Group IncMO$694.6KAddQ1 2025 13F$695k$57.95$71.29
Markel CorpMKL$591.1KAddQ1 2025 13F$591k$1,839.75$1,847.87
Costco Wholesale Corporation - Common StockCOST$-559.4KTrimQ1 2025 13F$559k--$951.67
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$2.7M293.4k sharesAddQ1 2025 13F$542k$9.22--
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$286k17.7k sharesTrimQ1 2025 13F$509k$16.14--
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$1.5M4.1k sharesTrimQ1 2025 13F$508k$370.35--
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$1.3M10.3k sharesTrimQ1 2025 13F$429k$126.95--
AbbVie IncABBV$394.9KAddQ1 2025 13F$395k$194.40$261.07
Dover Corporation Common StockDOV$-355.5KTrimQ1 2025 13F$355k--$213.37
Microsoft CorpMSFT$-354.2KTrimQ1 2025 13F$354k$407.71$390.49
Chocoladefabriken Lindt & Sprüngli AGLISN.SW$328.6KAddQ1 2025 13F$329k----
Apple IncAAPL$-287.5KTrimQ1 2025 13F$287k$231.67$308.63
Nestlé S.A.NESN.SW$275.3KAddQ1 2025 13F$275k----
Mondelez International IncMDLZ$-262.8KExitQ1 2025 13F$263k--$61.60
McCormick & Company, IncorporatedMKC$247.8KAddQ1 2025 13F$248k--$46.64
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$1.5M11.5k sharesAddQ1 2025 13F$225k$132.65--
Union Pacific CorpUNP$213.4KAddQ1 2025 13F$213k--$268.67
BP PLCBP$212.9KOtherQ1 2025 13F$213k$32.64$43.72
Cie Financiere Richemont AG, ZugCFRUY$-184.7KExitQ1 2025 13F$185k--$22.47
FULTON FINANCIAL CORPFULT$-179.3KTrimQ1 2025 13F$179k--$22.05
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$1.2M15.1k sharesAddQ1 2025 13F$156k$81.43--
Hormel Foods CorporationHRL$-153.6KTrimQ1 2025 13F$154k--$20.96
The Walt Disney CoDIS$-107.2KTrimQ1 2025 13F$107k$107.47$98.87
PepsiCo IncPEP$-106.8KTrimQ1 2025 13F$107k$148.84$140.68
Coca-Cola Company (The) Common StockKO$98.7KAddQ1 2025 13F$99k$66.79$84.14
Oracle CorporationORCL$-93.2KTrimQ1 2025 13F$93k--$140.27
The PNC Financial Services Group IncPNC$-84.5KTrimQ1 2025 13F$85k$188.77$232.64
Chevron Corporation Common StockCVX$58.7KAddQ1 2025 13F$59k$156.54$169.21
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$378k1.8M sharesAddQ1 2025 13F$56k$0.2128--
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$210k8.1k sharesTrimQ1 2025 13F$52k$26.00--
Lamar Advertising Company - Class ALAMR$-47.6KTrimQ1 2025 13F$48k$121.77$157.56
FB Bancorp, Inc. Common StockFBLA$-46.2KTrimQ1 2025 13F$46k--$14.05
Merck & Co IncMRK$-43.1KTrimQ1 2025 13F$43k$94.02$129.52
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$332k3.4k sharesAddQ1 2025 13F$35k$97.58--
Walmart IncWMT$-32.1KTrimQ1 2025 13F$32k$93.81$111.84
Unum GroupUNM$32.0KAddQ1 2025 13F$32k--$83.41
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$166k5M sharesTrimQ1 2025 13F$31k$0.0332--
Crane CoCR$21.7KAddQ1 2025 13F$22k--$178.93
Truist Financial CorpTFC$-18.4KTrimQ1 2025 13F$18k--$48.83
Showing 301-350 of 509