Tom Russo

Gardner Russo & Gardner

Tom Russo (Gardner Russo & Gardner) is tracked through public portfolio filings, disclosed holdings, and institutional investment activity. This Tom Russo (Gardner Russo & Gardner) portfolio page tracks Gardner Russo & Gardner holdings, stock picks, latest portfolio moves, and historical 13F filing changes so readers can see which public companies Gardner Russo & Gardner owns and how disclosed positions change over time. Tom Russo (Gardner Russo & Gardner)'s public portfolio can help investors study position sizing, sector exposure, concentration, new buys, trims, exits, and the market themes behind reported capital allocation decisions. Top disclosed holdings and portfolio changes shown on this page include Ashtead Group plc (AHT.L), Sunbelt Rentals Holdings Inc (SUNB), Alphabet Cl C (GOOG), Unmapped 13F security (PORTFOLIO), and Compagnie Financière Richemont S.A. (CFR.SW). Investors use Gardner Russo & Gardner 13F filings to study portfolio concentration, new buys, trims, exits, sector exposure, and the market evidence behind the latest disclosed holdings.

Latest Holdings

HoldingReported ValueWeightSharesCurrent PriceEst. ValueReturn
Berkshire Hathaway Inc.BRK-A · Q1 2026$1.0B12%1.5k$746,597.94$1.1B+3.96%
Alphabet Cl CGOOG · Q1 2026$961M11%3.4M$334.69$1.1B+16.7%
Mastercard Incorporated Common StockMA · Q1 2026$777M9.1%1.6M$499.02$776M-0.13%
Philip Morris International IncPM · Q1 2026$761M9.0%4.6M$176.06$811M+6.48%
Heineken Holding N.V.HEIO.AS · Q1 2026$643M7.6%9.1M------
Compagnie Financière Richemont S.A.CFR.SW · Q1 2026$594M7.0%3.4M------
Nestle SA, Cham Und VeveyNSRGY · Q1 2026$543M6.4%5.5M$102.18$560M+3.11%
Netflix IncNFLX · Q1 2026$539M6.3%5.6M$82.64$464M-14.1%
Berkshire Hathaway Inc.BRK-B · Q1 2026$532M6.3%1.1M$498.66$554M+4.06%
Martin Marietta Materials IncMLM · Q1 2026$421M5.0%715k$574.39$411M-2.43%
Sunbelt Rentals Holdings IncSUNB · Q1 2026$394M4.6%6.0M$79.04$478M+21.4%
Uber Technologies IncUBER · Q1 2026$372M4.4%5.2M$73.85$382M+2.67%
L31839134L31839134 · Q1 2026$224M2.6%3.1M------
F72027109F72027109 · Q1 2026$183M2.2%2.5M------
DoorDash, Inc.DASH · Q1 2026$150M1.8%1.0M$152.49$153M+1.56%
Comcast CorpCMCSA · Q1 2026$65M0.8%2.3M$23.76$54M-17.2%
Brown-Forman CorporationBF-A · Q1 2026$44M0.5%1.6M$26.72$44M-0.26%
JPMorgan Chase & Co.JPM · Q1 2026$44M0.5%149k$333.45$50M+13.4%
Exxon Mobil CorpXOM · Q1 2026$33M0.4%194k$151.75$29M-10.6%
Visa IncV · Q1 2026$28M0.3%94k$336.23$32M+11.2%
Brown-Forman CorporationBF-B · Q1 2026$17M0.2%660k$25.94$17M-1.89%
B639CJ108B639CJ108 · Q1 2026$13M0.1%184k------
Altria Group IncMO · Q1 2026$11M0.1%164k$71.29$12M+8.03%
Markel CorpMKL · Q1 2026$9.5M0.1%5.0k$1,847.87$9.2M-3.46%
Crane CoCR · Q1 2026$8.0M0.1%47k$178.93$8.3M+4.64%
Union Pacific CorpUNP · Q1 2026$6.7M0.1%28k$268.67$7.4M+10.7%
Costco Wholesale Corporation - Common StockCOST · Q1 2026$4.6M0.1%4.6k$974.75$4.5M-2.17%
Dover Corporation Common StockDOV · Q1 2026$4.0M0.0%19k$213.37$4.1M+2.36%
Alphabet IncGOOGL · Q1 2026$3.3M0.0%12k$337.39$3.9M+17.3%
AbbVie IncABBV · Q1 2026$2.7M0.0%12k$234.89$2.9M+8.00%
Chocoladefabriken Lindt & Sprüngli AGLISN.SW · Q1 2026$2.1M0.0%15------
Vulcan Materials CoVMC · Q1 2026$2.0M0.0%7.3k$292.99$2.1M+7.60%
American Express CoAXP · Q1 2026$2.0M0.0%6.5k$340.36$2.2M+12.5%
McCormick & Company, IncorporatedMKC · Q1 2026$1.9M0.0%39k$46.64$1.8M-7.53%
X4550J108X4550J108 · Q1 2026$1.7M0.0%53k------
Warby Parker Inc.WRBY · Q1 2026$1.7M0.0%80k$25.68$2.1M+21.9%
Fielmann AGFIE.DE · Q1 2026$1.7M0.0%33k------
SSP Group plcSSPG.L · Q1 2026$1.6M0.0%700k------
E52619108E52619108 · Q1 2026$1.6M0.0%70k------
Rational AGRAA.DE · Q1 2026$1.6M0.0%2.2k------
K03294137K03294137 · Q1 2026$1.6M0.0%50k------
Levi Strauss & Co.LEVI · Q1 2026$1.5M0.0%83k$24.05$2.0M+30.1%
F58149133F58149133 · Q1 2026$1.5M0.0%3.7k------
PepsiCo IncPEP · Q1 2026$1.4M0.0%9.2k$140.68$1.3M-9.40%
N24565108N24565108 · Q1 2026$1.4M0.0%202k------
X4S8SE108X4S8SE108 · Q1 2026$1.3M0.0%27k------
T3508H102T3508H102 · Q1 2026$1.3M0.0%39k------
The Procter & Gamble CoPG · Q1 2026$1.3M0.0%9.2k$149.05$1.4M+3.19%
E8S64T107E8S64T107 · Q1 2026$1.3M0.0%68k------
Microsoft CorpMSFT · Q1 2026$1.3M0.0%3.5k$372.97$1.3M+0.76%
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