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
Tom Russo (Gardner Russo & Gardner) other Unmapped 13F securityPORTFOLIO$940k390k sharesOtherQ2 2025 13F$940k$2.41--
Zalando SEZAL.DE$853.0KOtherQ2 2025 13F$853k----
Markel CorpMKL$791.6KAddQ2 2025 13F$792k$1,875.11$1,847.87
Visa IncV$-734.0KTrimQ2 2025 13F$734k$335.18$362.13
American Express CoAXP$674.3KAddQ2 2025 13F$674k$281.25$351.96
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$20M296.3k sharesTrimQ2 2025 13F$565k$68.37--
Fielmann AGFIE.DE$522.7KAddQ2 2025 13F$523k----
Chocoladefabriken Lindt & Sprüngli AGLISN.SW$397.1KAddQ2 2025 13F$397k----
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$1.7M12k sharesAddQ2 2025 13F$381k$141.19--
Microsoft CorpMSFT$374.7KAddQ2 2025 13F$375k$433.34$390.49
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$1.9M23.7k sharesAddQ2 2025 13F$368k$79.06--
Alphabet IncGOOGL$357.8KAddQ2 2025 13F$358k$163.55$359.91
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$1.7M41k sharesAddQ2 2025 13F$357k$41.57--
Hormel Foods CorporationHRL$-349.4KTrimQ2 2025 13F$349k--$20.96
Warby Parker Inc.WRBY$330.4KAddQ2 2025 13F$330k--$25.68
McCormick & Company, IncorporatedMKC$-325.9KTrimQ2 2025 13F$326k--$46.64
Chevron Corporation Common StockCVX$-323.1KTrimQ2 2025 13F$323k$141.39$169.21
YETI Holdings, Inc.YETI$-319.3KTrimQ2 2025 13F$319k--$46.97
AbbVie IncABBV$-296.6KTrimQ2 2025 13F$297k$186.22$261.07
Oracle CorporationORCL$273.9KAddQ2 2025 13F$274k$137.81$140.27
H & M Hennes & Mauritz AB (publ)HMSB.DE$-262.6KTrimQ2 2025 13F$263k----
Merck & Co IncMRK$-248.0KExitQ2 2025 13F$248k--$129.52
Generac Holdings IncGNRC$-235.7KTrimQ2 2025 13F$236k--$280.53
SSP Group plcSSPG.L$233.6KAddQ2 2025 13F$234k----
Heineken Holding N.V.HKHHY$-226.2KExitQ2 2025 13F$226k--$38.32
Ralph Lauren CorporationRL$219.5KAddQ2 2025 13F$220k--$376.23
Hyatt Hotels Corporation Class A Common StockH$-218.7KTrimQ2 2025 13F$219k--$193.72
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$1.7M4.1k sharesAddQ2 2025 13F$213k$426.22--
BP PLCBP$-212.9KExitQ2 2025 13F$213k$29.40$43.72
Costco Wholesale Corporation - Common StockCOST$200.0KAddQ2 2025 13F$200k--$951.67
PepsiCo IncPEP$-199.0KTrimQ2 2025 13F$199k$134.95$140.68
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$1.6M234.4k sharesAddQ2 2025 13F$196k$6.70--
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$1.3M68k sharesAddQ2 2025 13F$182k$19.67--
Levi Strauss & Co.LEVI$-173.4KTrimQ2 2025 13F$173k--$24.05
FB Bancorp, Inc. Common StockFBLA$-169.4KTrimQ2 2025 13F$169k--$14.05
Herc Holdings IncHRI$-156.1KTrimQ2 2025 13F$156k--$137.98
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$1.2M175.5k sharesAddQ2 2025 13F$142k$7.03--
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$1.3M53k sharesAddQ2 2025 13F$137k$24.89--
The Procter & Gamble CoPG$-134.8KTrimQ2 2025 13F$135k$163.33$151.40
The PNC Financial Services Group IncPNC$-133.7KTrimQ2 2025 13F$134k$169.34$232.64
Union Pacific CorpUNP$-122.1KTrimQ2 2025 13F$122k--$268.67
Apple IncAAPL$-109.5KTrimQ2 2025 13F$110k$202.27$308.63
Walmart IncWMT$95.0KAddQ2 2025 13F$95k$95.16$111.84
Dover Corporation Common StockDOV$92.4KAddQ2 2025 13F$92k$162.11$213.37
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$1.3M15.1k sharesAddQ2 2025 13F$83k$86.89--
The Walt Disney CoDIS$59.0KAddQ2 2025 13F$59k$103.82$98.87
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$1.1M115 sharesTrimQ2 2025 13F$50k$9,590.36--
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$2.8M434.2k sharesAddQ2 2025 13F$48k$6.34--
Lamar Advertising Company - Class ALAMR$45.3KAddQ2 2025 13F$45k$115.97$157.56
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$1.6M11.5k sharesAddQ2 2025 13F$39k$136.01--
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