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.

Biggest Wins

PositionReported PriceCurrent PriceEst. P/LReturnEst. Value
Generac Holdings IncGNRC · Q1 2026$195.33$280.53+$192k+43.6%$631k
Herc Holdings IncHRI · Q1 2026$99.55$137.98+$248k+38.6%$890k
Levi Strauss & Co.LEVI · Q1 2026$18.49$24.05+$460k+30.1%$2.0M
Caterpillar, Inc. Common StockCAT · Q1 2026$708.46$915.64+$93k+29.2%$412k
YETI Holdings, Inc.YETI · Q1 2026$36.59$46.97+$249k+28.4%$1.1M
Lamar Advertising Company - Class ALAMR · Q1 2026$126.66$156.10+$158k+23.2%$838k
Warby Parker Inc.WRBY · Q1 2026$21.07$25.68+$369k+21.9%$2.1M
Sunbelt Rentals Holdings IncSUNB · Q1 2026$65.09$79.04+$84M+21.4%$478M
Alphabet IncGOOGL · Q1 2026$287.56$337.39+$579k+17.3%$3.9M
Alphabet Cl CGOOG · Q1 2026$286.86$334.69+$160M+16.7%$1.1B
Unum GroupUNM · Q1 2026$73.03$83.41+$39k+14.2%$317k
JPMorgan Chase & Co.JPM · Q1 2026$294.16$333.45+$5.8M+13.4%$50M
American Express CoAXP · Q1 2026$302.48$340.36+$246k+12.5%$2.2M
Apple IncAAPL · Q1 2026$253.79$283.78+$142k+11.8%$1.3M
Amazon.com IncAMZN · Q1 2026$208.27$232.69+$25k+11.7%$242k
Visa IncV · Q1 2026$302.24$336.23+$3.2M+11.2%$32M
Union Pacific CorpUNP · Q1 2026$242.62$268.67+$720k+10.7%$7.4M
Coca-Cola Company (The) Common StockKO · Q1 2026$76.05$82.63+$86k+8.65%$1.1M
FULTON FINANCIAL CORPFULT · Q1 2026$20.34$22.05+$84k+8.41%$1.1M
Altria Group IncMO · Q1 2026$65.99$71.29+$872k+8.03%$12M
AbbVie IncABBV · Q1 2026$217.49$234.89+$216k+8.00%$2.9M
Vulcan Materials CoVMC · Q1 2026$272.30$292.99+$150k+7.60%$2.1M
Philip Morris International IncPM · Q1 2026$165.34$176.06+$49M+6.48%$811M
Wells Fargo & CoWFC · Q1 2026$79.61$83.82+$31k+5.28%$624k
Crane CoCR · Q1 2026$171.00$178.93+$370k+4.64%$8.3M
Berkshire Hathaway Inc.BRK-B · Q1 2026$479.20$498.66+$22M+4.06%$554M
Berkshire Hathaway Inc.BRK-A · Q1 2026$718,140.00$746,597.94+$42M+3.96%$1.1B
The Procter & Gamble CoPG · Q1 2026$144.44$149.05+$43k+3.19%$1.4M
Nestle SA, Cham Und VeveyNSRGY · Q1 2026$99.10$102.18+$17M+3.11%$560M
Uber Technologies IncUBER · Q1 2026$71.93$73.85+$9.9M+2.67%$382M
The Walt Disney CoDIS · Q1 2026$96.38$98.87+$6.3k+2.58%$249k
Dover Corporation Common StockDOV · Q1 2026$208.45$213.37+$94k+2.36%$4.1M
FB Bancorp, Inc. Common StockFBLA · Q1 2026$13.74$14.05+$16k+2.26%$703k
DoorDash, Inc.DASH · Q1 2026$150.15$152.49+$2.3M+1.56%$153M
Oracle CorporationORCL · Q1 2026$147.11$148.68+$5.7k+1.07%$535k
Microsoft CorpMSFT · Q1 2026$370.17$372.97+$9.9k+0.76%$1.3M