Tom Russo

Gardner Russo & Gardner

Tom Russo 的页面基于SEC 13F 文件汇总公开披露的持仓变化、调仓方向和相关股票。 Tom Russo / Gardner Russo & Gardner 的记录会保留披露来源、报告期和可核查证据,方便把 13F 数据放在延迟披露的语境中阅读。 当前快照更新到2026年5月13日,主要包含清仓动向、减持动向、and position increases,相关股票包括Ashtead Group plc (AHT.L)、Sunbelt Rentals Holdings Inc (SUNB)、Alphabet Cl C (GOOG)、Compagnie Financière Richemont S.A. (CFR.SW)。披露金额以 $-418.1M to $961.1M 区间展示。 13F 是季度且延迟的公开披露,不代表实时持仓,也不构成投资建议。

数据来源与方法论

历史交易

公司价值动作Change价格Last Price
Netflix IncNFLX$-147.5MTrimQ4 2025 13F$148M$107.81$77.65
Alphabet Cl CGOOG$101.1MAddQ4 2025 13F$101M$286.47$356.18
Compagnie Financière Richemont S.A.CFR.SW$73.8MAddQ4 2025 13F$74M----
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$219M2.6M sharesTrimQ4 2025 13F$46M$85.85--
Ashtead Group plcAHT.L$45.3MAddQ4 2025 13F$45M----
DoorDash, Inc.DASH$-41.2MTrimQ4 2025 13F$41M$234.56$152.49
Uber Technologies IncUBER$-41.1MTrimQ4 2025 13F$41M$85.20$73.85
Berkshire Hathaway Inc.BRK-A$-39.1MTrimQ4 2025 13F$39M$746,423.54$760,590.00
Heineken Holding N.V.HEIO.AS$37.6MAddQ4 2025 13F$38M----
Nestle SA, Cham Und VeveyNSRGY$24.6MAddQ4 2025 13F$25M--$102.18
Martin Marietta Materials IncMLM$19.1MAddQ4 2025 13F$19M$613.89$574.39
Berkshire Hathaway Inc.BRK-B$-18.2MTrimQ4 2025 13F$18M$497.53$507.78
Mastercard Incorporated Common StockMA$-16.2MTrimQ4 2025 13F$16M$575.13$539.39
Comcast CorpCMCSA$-8.1MTrimQ4 2025 13F$8.1M$26.93$23.76
Visa IncV$-3.6MTrimQ4 2025 13F$3.6M$337.67$362.13
Tom Russo (Gardner Russo & Gardner) other Unmapped 13F securityPORTFOLIO$2.8M129.8k sharesOtherQ4 2025 13F$2.8M$21.57--
Philip Morris International IncPM$-2.7MTrimQ4 2025 13F$2.7M$154.21$176.06
Brown-Forman CorporationBF-A$-2.3MTrimQ4 2025 13F$2.3M--$26.72
Brown-Forman CorporationBF-B$-2.3MTrimQ4 2025 13F$2.3M--$25.94
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$910k146.3k sharesTrimQ4 2025 13F$1.7M$6.22--
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$3.0M23.1k sharesAddQ4 2025 13F$1.6M$131.33--
Exxon Mobil CorpXOM$1.6MAddQ4 2025 13F$1.6M--$137.02
JPMorgan Chase & Co.JPM$-1.5MTrimQ4 2025 13F$1.5M$309.61$334.47
Altria Group IncMO$-1.4MTrimQ4 2025 13F$1.4M--$71.29
Tom Russo (Gardner Russo & Gardner) other Unmapped 13F securityPORTFOLIO$1.3M35k sharesOtherQ4 2025 13F$1.3M$35.95--
Markel CorpMKL$-1.1MTrimQ4 2025 13F$1.1M$2,025.92$1,847.87
Tom Russo (Gardner Russo & Gardner) exit Unmapped 13F securityPORTFOLIO$-943.5KExitQ4 2025 13F$943k----
Alphabet IncGOOGL$904.1KAddQ4 2025 13F$904k$285.73$359.91
Vulcan Materials CoVMC$-787.9KTrimQ4 2025 13F$788k$292.01$292.99
Dover Corporation Common StockDOV$550.6KAddQ4 2025 13F$551k$181.06$213.37
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$2.0M18.5k sharesAddQ4 2025 13F$513k$110.28--
Truist Financial CorpTFC$-427.7KExitQ4 2025 13F$428k$49.70$48.83
Crane CoCR$-366.3KTrimQ4 2025 13F$366k--$178.93
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$1.1M24k sharesAddQ4 2025 13F$350k$47.61--
Tom Russo (Gardner Russo & Gardner) exit Unmapped 13F securityPORTFOLIO$-317.4KExitQ4 2025 13F$317k----
SSP Group plcSSPG.L$306.7KAddQ4 2025 13F$307k----
Oracle CorporationORCL$-300.0KTrimQ4 2025 13F$300k$237.10$140.27
Costco Wholesale Corporation - Common StockCOST$-292.5KTrimQ4 2025 13F$293k$920.52$951.67
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$17M265.5k sharesAddQ4 2025 13F$275k$64.48--
Warby Parker Inc.WRBY$-266.0KTrimQ4 2025 13F$266k--$25.68
YETI Holdings, Inc.YETI$263.8KAddQ4 2025 13F$264k--$46.97
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$1.6M242.1k sharesAddQ4 2025 13F$247k$6.50--
Amazon.com IncAMZN$240.1KOtherQ4 2025 13F$240k$228.79$242.67
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$1.5M35.3k sharesAddQ4 2025 13F$236k$42.87--
International Business Machines CorpIBM$222.2KOtherQ4 2025 13F$222k$304.30$280.82
Herc Holdings IncHRI$204.6KAddQ4 2025 13F$205k--$137.98
Johnson & JohnsonJNJ$202.0KOtherQ4 2025 13F$202k$196.05$263.04
Fielmann AGFIE.DE$-195.4KTrimQ4 2025 13F$195k----
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$1.6M59k sharesAddQ4 2025 13F$169k$27.20--
Hyatt Hotels Corporation Class A Common StockH$159.5KAddQ4 2025 13F$160k--$193.72
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