Tom Russo

Gardner Russo & Gardner

Tom Russo is a prominent investor and the managing partner at Gardner Russo & Gardner, a firm known for its long-term investment approach and focus on high-quality businesses. The firm has a diverse portfolio, with significant holdings in consumer defensive and financial services sectors. Recent disclosures reveal a dynamic trading pattern, highlighted by a notable exit from Ashtead Group plc (AHT.L) valued at approximately $418.1 million on May 13, 2026, amidst a broader strategy involving 600 total disclosures, including 230 position increases and 303 reductions.

Latest Trades

CompanyValueActionChangePriceLast Price
Ashtead Group plcAHT.L$-418.1MExitQ1 2026 13F$418M--$2.74
Sunbelt Rentals Holdings IncSUNB$394M6M sharesOtherQ1 2026 13F$394M$65.09$72.99
Alphabet Cl CGOOG$961M3.4M sharesTrimQ1 2026 13F$273M$314.16$370.21
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$126.63
Mastercard Incorporated Common StockMA$777M1.6M sharesTrimQ1 2026 13F$128M$511.38$551.54
JPMorgan Chase & Co.JPM$44M148.8k sharesTrimQ1 2026 13F$127M$303.48$346.91
Berkshire Hathaway Inc.BRK-A$1B1.5k sharesTrimQ1 2026 13F$75M$736,358.82$733,180.00
Netflix IncNFLX$539M5.6M sharesAddQ1 2026 13F$70M$88.11$73.68
DoorDash, Inc.DASH$150M1M sharesTrimQ1 2026 13F$60M$184.78$189.70
Uber Technologies IncUBER$372M5.2M sharesTrimQ1 2026 13F$48M$73.89$73.78
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$493.12
Martin Marietta Materials IncMLM$421M715.4k sharesTrimQ1 2026 13F$31M$612.52$569.32
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$103.22
Visa IncV$28M93.8k sharesTrimQ1 2026 13F$10M$313.35$365.14
Exxon Mobil CorpXOM$33M194k sharesAddQ1 2026 13F$10M$152.80$144.49
Philip Morris International IncPM$761M4.6M sharesAddQ1 2026 13F$8M$175.94$192.12
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$13M184k sharesTrimQ1 2026 13F$4M$68.81--
Comcast CorpCMCSA$65M2.3M sharesTrimQ1 2026 13F$4M$30.46$23.88
Markel CorpMKL$9M5k sharesTrimQ1 2026 13F$4M$2,029.46$1,922.77
Tom Russo (Gardner Russo & Gardner) exit Unmapped 13F securityPORTFOLIO$-2.8MExitQ1 2026 13F$3M----
American Express CoAXP$2M6.5k sharesTrimQ1 2026 13F$3M$335.29$358.44
Crane CoCR$8M46.6k sharesTrimQ1 2026 13F$2M$171.00$218.84
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$1M9.9k sharesTrimQ1 2026 13F$2M$123.85--
Hyatt Hotels Corporation Class A Common StockH$-1.4MExitQ1 2026 13F$1M$155.57$189.65
Altria Group IncMO$11M164.5k sharesAddQ1 2026 13F$1M$66.82$74.20
Alphabet IncGOOGL$3M11.6k sharesTrimQ1 2026 13F$1M$314.21$370.92
Tom Russo (Gardner Russo & Gardner) other Unmapped 13F securityPORTFOLIO$1M18.2k sharesOtherQ1 2026 13F$1M$62.64--
Brown-Forman CorporationBF-B$17M659.7k sharesTrimQ1 2026 13F$1M$26.44$25.07
Union Pacific CorpUNP$7M27.6k sharesAddQ1 2026 13F$926k$252.47$301.27
McCormick & Company, IncorporatedMKC$2M38.6k sharesTrimQ1 2026 13F$824k$61.10$52.24
Rational AGRAA.DE$2M2.2k sharesAddQ1 2026 13F$819k$716.67$27.49
The PNC Financial Services Group IncPNC$-782.7KExitQ1 2026 13F$783k$217.72$248.90
Costco Wholesale Corporation - Common StockCOST$5M4.6k sharesAddQ1 2026 13F$620k$992.30$916.54
Levi Strauss & Co.LEVI$2M82.7k sharesAddQ1 2026 13F$540k$20.13$23.92
Microsoft CorpMSFT$1M3.5k sharesTrimQ1 2026 13F$480k$418.44$395.63
The Procter & Gamble CoPG$1M9.2k sharesTrimQ1 2026 13F$380k$151.60$148.01
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$2M52.5k sharesTrimQ1 2026 13F$345k$32.19--
Fielmann AGFIE.DE$2M33k 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$148.94
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$2M50k sharesAddQ1 2026 13F$301k$31.18--
Vulcan Materials CoVMC$2M7.3k sharesTrimQ1 2026 13F$279k$288.01$280.62
Warby Parker Inc.WRBY$2M80k sharesAddQ1 2026 13F$269k$21.07$27.59
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$-260.4KTrimQ1 2026 13F$260k----
Brown-Forman CorporationBF-A$44M1.6M sharesAddQ1 2026 13F$259k$26.79$26.38
Merck & Co IncMRK$258k2.1k sharesOtherQ1 2026 13F$258k$118.42$123.60
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$1M115 sharesAddQ1 2026 13F$230k$11,222.43--
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Tom Russo (Gardner Russo & Gardner) | TradingNote