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 Trades

CompanyValueActionChangePriceCurrent Price
Ashtead Group plcAHT.L$-418.1MExitQ1 2026 13F$418M----
Sunbelt Rentals Holdings IncSUNB$394M6M sharesOtherQ1 2026 13F$394M$65.09$79.04
Alphabet Cl CGOOG$961M3.4M sharesTrimQ1 2026 13F$273M$314.16$334.69
Tom Russo (Gardner Russo & Gardner) other Unmapped 13F securityPORTFOLIO$224M3.1M sharesOtherQ1 2026 13F$224M$72.20--
Compagnie Financière Richemont S.A.CFR.SW$594M3.4M sharesTrimQ1 2026 13F$166M$172.42--
Mastercard Incorporated Common StockMA$777M1.6M sharesTrimQ1 2026 13F$128M$511.38$499.02
JPMorgan Chase & Co.JPM$44M148.8k sharesTrimQ1 2026 13F$127M$303.48$333.45
Berkshire Hathaway Inc.BRK-A$1.0B1.5k sharesTrimQ1 2026 13F$75M$736,358.82$746,597.94
Netflix IncNFLX$539M5.6M sharesAddQ1 2026 13F$70M$88.11$82.64
DoorDash, Inc.DASH$150M1M sharesTrimQ1 2026 13F$60M$184.78$152.49
Uber Technologies IncUBER$372M5.2M sharesTrimQ1 2026 13F$48M$73.89$73.85
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$183M2.5M sharesTrimQ1 2026 13F$36M$73.99--
Berkshire Hathaway Inc.BRK-B$532M1.1M sharesTrimQ1 2026 13F$34M$490.90$498.66
Martin Marietta Materials IncMLM$421M715.4k sharesTrimQ1 2026 13F$31M$612.52$574.39
Heineken Holding N.V.HEIO.AS$643M9.1M sharesTrimQ1 2026 13F$31M$70.69--
Nestle SA, Cham Und VeveyNSRGY$543M5.5M sharesTrimQ1 2026 13F$12M$92.49$102.18
Visa IncV$28M93.8k sharesTrimQ1 2026 13F$9.8M$313.35$336.23
Exxon Mobil CorpXOM$33M194k sharesAddQ1 2026 13F$9.7M$152.80$151.75
Philip Morris International IncPM$761M4.6M sharesAddQ1 2026 13F$7.9M$175.94$176.06
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$13M184k sharesTrimQ1 2026 13F$4.5M$68.81--
Comcast CorpCMCSA$65M2.3M sharesTrimQ1 2026 13F$4.1M$30.46$23.76
Markel CorpMKL$9.5M5k sharesTrimQ1 2026 13F$4.0M$2,029.46$1,847.87
Tom Russo (Gardner Russo & Gardner) exit Unmapped 13F securityPORTFOLIO$-2.8MExitQ1 2026 13F$2.8M----
American Express CoAXP$2.0M6.5k sharesTrimQ1 2026 13F$2.5M$335.29$340.36
Crane CoCR$8.0M46.6k sharesTrimQ1 2026 13F$2.1M$171.00$178.93
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$1.2M9.9k sharesTrimQ1 2026 13F$1.8M$123.85--
Hyatt Hotels Corporation Class A Common StockH$-1.4MExitQ1 2026 13F$1.4M$155.57$193.72
Altria Group IncMO$11M164.5k sharesAddQ1 2026 13F$1.4M$66.82$71.29
Alphabet IncGOOGL$3.3M11.6k sharesTrimQ1 2026 13F$1.3M$314.21$337.39
Tom Russo (Gardner Russo & Gardner) other Unmapped 13F securityPORTFOLIO$1.1M18.2k sharesOtherQ1 2026 13F$1.1M$62.64--
Brown-Forman CorporationBF-B$17M659.7k sharesTrimQ1 2026 13F$1.0M$26.44$25.94
Union Pacific CorpUNP$6.7M27.6k sharesAddQ1 2026 13F$926k$252.47$268.67
McCormick & Company, IncorporatedMKC$1.9M38.6k sharesTrimQ1 2026 13F$824k$61.10$46.64
Rational AGRAA.DE$1.6M2.2k sharesAddQ1 2026 13F$819k$716.67--
The PNC Financial Services Group IncPNC$-782.7KExitQ1 2026 13F$783k$217.72$232.64
Costco Wholesale Corporation - Common StockCOST$4.6M4.6k sharesAddQ1 2026 13F$620k$992.30$974.75
Levi Strauss & Co.LEVI$1.5M82.7k sharesAddQ1 2026 13F$540k$20.13$24.05
Microsoft CorpMSFT$1.3M3.5k sharesTrimQ1 2026 13F$480k$418.44$372.97
The Procter & Gamble CoPG$1.3M9.2k sharesTrimQ1 2026 13F$380k$151.60$149.05
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$1.7M52.5k sharesTrimQ1 2026 13F$345k$32.19--
Fielmann AGFIE.DE$1.7M33k sharesAddQ1 2026 13F$341k$50.18--
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$579k97.7k sharesTrimQ1 2026 13F$331k$5.93--
Herc Holdings IncHRI$642k6.5k sharesTrimQ1 2026 13F$315k$99.55$137.98
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$1.6M50k sharesAddQ1 2026 13F$301k$31.18--
Vulcan Materials CoVMC$2.0M7.3k sharesTrimQ1 2026 13F$279k$288.01$292.99
Warby Parker Inc.WRBY$1.7M80k sharesAddQ1 2026 13F$269k$21.07$25.68
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$-260.4KTrimQ1 2026 13F$260k----
Brown-Forman CorporationBF-A$44M1.6M sharesAddQ1 2026 13F$259k$26.79$26.72
Merck & Co IncMRK$258k2.1k sharesOtherQ1 2026 13F$258k$118.42$119.52
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$1.3M115 sharesAddQ1 2026 13F$230k$11,222.43--
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