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.

History Trades

CompanyValueActionChangePriceLast Price
Netflix IncNFLX$-147.5MTrimQ4 2025 13F$148M$107.81$68.53
Alphabet Cl CGOOG$101.1MAddQ4 2025 13F$101M$286.47$341.91
Compagnie Financière Richemont S.A.CFR.SW$73.8MAddQ4 2025 13F$74M--$126.63
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--$2.74
DoorDash, Inc.DASH$-41.2MTrimQ4 2025 13F$41M$234.56$189.70
Uber Technologies IncUBER$-41.1MTrimQ4 2025 13F$41M$85.20$71.55
Berkshire Hathaway Inc.BRK-A$-39.1MTrimQ4 2025 13F$39M$746,423.54$732,750.00
Heineken Holding N.V.HEIO.AS$37.6MAddQ4 2025 13F$38M----
Nestle SA, Cham Und VeveyNSRGY$24.6MAddQ4 2025 13F$25M--$103.73
Martin Marietta Materials IncMLM$19.1MAddQ4 2025 13F$19M$613.89$550.48
Berkshire Hathaway Inc.BRK-B$-18.2MTrimQ4 2025 13F$18M$497.53$494.54
Mastercard Incorporated Common StockMA$-16.2MTrimQ4 2025 13F$16M$575.13$538.02
Comcast CorpCMCSA$-8.1MTrimQ4 2025 13F$8M$26.93$23.88
Visa IncV$-3.6MTrimQ4 2025 13F$4M$337.67$354.34
Tom Russo (Gardner Russo & Gardner) other Unmapped 13F securityPORTFOLIO$3M129.8k sharesOtherQ4 2025 13F$3M$21.57--
Philip Morris International IncPM$-2.7MTrimQ4 2025 13F$3M$154.21$192.12
Brown-Forman CorporationBF-A$-2.3MTrimQ4 2025 13F$2M--$26.25
Brown-Forman CorporationBF-B$-2.3MTrimQ4 2025 13F$2M--$25.79
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$910k146.3k sharesTrimQ4 2025 13F$2M$6.22--
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$3M23.1k sharesAddQ4 2025 13F$2M$131.33--
Exxon Mobil CorpXOM$1.6MAddQ4 2025 13F$2M--$154.45
JPMorgan Chase & Co.JPM$-1.5MTrimQ4 2025 13F$2M$309.61$348.21
Altria Group IncMO$-1.4MTrimQ4 2025 13F$1M--$74.20
Tom Russo (Gardner Russo & Gardner) other Unmapped 13F securityPORTFOLIO$1M35k sharesOtherQ4 2025 13F$1M$35.95--
Markel CorpMKL$-1.1MTrimQ4 2025 13F$1M$2,025.92$1,950.07
Tom Russo (Gardner Russo & Gardner) exit Unmapped 13F securityPORTFOLIO$-943.5KExitQ4 2025 13F$943k----
Alphabet IncGOOGL$904.1KAddQ4 2025 13F$904k$285.73$342.09
Vulcan Materials CoVMC$-787.9KTrimQ4 2025 13F$788k$292.01$280.62
Dover Corporation Common StockDOV$550.6KAddQ4 2025 13F$551k$181.06$197.80
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$2M18.5k sharesAddQ4 2025 13F$513k$110.28--
Truist Financial CorpTFC$-427.7KExitQ4 2025 13F$428k$49.70$51.19
Crane CoCR$-366.3KTrimQ4 2025 13F$366k--$218.10
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$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$125.86
Costco Wholesale Corporation - Common StockCOST$-292.5KTrimQ4 2025 13F$293k$920.52$927.31
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--$25.37
YETI Holdings, Inc.YETI$263.8KAddQ4 2025 13F$264k--$50.11
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$2M242.1k sharesAddQ4 2025 13F$247k$6.50--
Amazon.com IncAMZN$240.1KOtherQ4 2025 13F$240k$228.79$244.85
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$2M35.3k sharesAddQ4 2025 13F$236k$42.87--
International Business Machines CorpIBM$222.2KOtherQ4 2025 13F$222k$304.30$210.62
Herc Holdings IncHRI$204.6KAddQ4 2025 13F$205k--$163.25
Johnson & JohnsonJNJ$202.0KOtherQ4 2025 13F$202k$196.05$255.63
Fielmann AGFIE.DE$-195.4KTrimQ4 2025 13F$195k----
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$2M59k sharesAddQ4 2025 13F$169k$27.20--
Hyatt Hotels Corporation Class A Common StockH$159.5KAddQ4 2025 13F$160k--$189.65
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