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
Comcast CorpCMCSA$4.0MAddQ3 2024 13F$4M--$23.88
Vulcan Materials CoVMC$-2.5MTrimQ3 2024 13F$2M--$280.62
JPMorgan Chase & Co.JPM$1.8MAddQ3 2024 13F$2M$210.63$348.21
Altria Group IncMO$1.7MAddQ3 2024 13F$2M--$74.20
Exxon Mobil CorpXOM$1.3MAddQ3 2024 13F$1M$117.64$154.45
DuPont de Nemours, Inc. (Exchanged) International Flavors & Fragrances Inc. (Received)DD$-1.3MExitQ3 2024 13F$1M--$137.40
Visa IncV$-1.2MTrimQ3 2024 13F$1M--$354.34
Markel CorpMKL$-1.0MTrimQ3 2024 13F$1M$1,565.15$1,950.07
Dow Inc.DOW$-960.1KExitQ3 2024 13F$960k--$31.16
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$26M398.6k sharesAddQ3 2024 13F$802k$66.27--
Union Pacific CorpUNP$522.3KAddQ3 2024 13F$522k--$301.27
FULTON FINANCIAL CORPFULT$-468.2KTrimQ3 2024 13F$468k--$24.62
Crane CoCR$459.6KAddQ3 2024 13F$460k--$218.10
McCormick & Company, IncorporatedMKC$451.0KAddQ3 2024 13F$451k--$52.24
American Express CoAXP$438.3KAddQ3 2024 13F$438k$249.00$348.74
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$6M703.4k sharesTrimQ3 2024 13F$438k$8.48--
AbbVie IncABBV$324.8KAddQ3 2024 13F$325k$186.63$253.30
Alphabet IncGOOGL$-318.5KTrimQ3 2024 13F$319k$167.74$342.09
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$3M283.4k sharesAddQ3 2024 13F$281k$8.95--
Danaher CorpDHR$227.7KOtherQ3 2024 13F$228k--$192.28
Trane Technologies PLCTT$209.9KOtherQ3 2024 13F$210k--$466.75
Dover Corporation Common StockDOV$202.2KAddQ3 2024 13F$202k--$197.80
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$2M25.4k sharesTrimQ3 2024 13F$201k$88.88--
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$359k3.6k sharesTrimQ3 2024 13F$176k$98.71--
Microsoft CorpMSFT$-172.7KTrimQ3 2024 13F$173k$427.47$390.34
Costco Wholesale Corporation - Common StockCOST$151.4KAddQ3 2024 13F$151k--$927.31
The Procter & Gamble CoPG$138.7KAddQ3 2024 13F$139k$169.76$149.15
Walmart IncWMT$135.2KAddQ3 2024 13F$135k$73.44$109.33
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$3M23.5k sharesTrimQ3 2024 13F$129k$119.41--
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$1M11.5k sharesAddQ3 2024 13F$116k$114.01--
Coca-Cola Company (The) Common StockKO$116.1KAddQ3 2024 13F$116k$68.48$82.20
The PNC Financial Services Group IncPNC$-103.0KTrimQ3 2024 13F$103k$175.37$248.90
Oracle CorporationORCL$101.5KAddQ3 2024 13F$101k--$125.86
McDonald's CorpMCD$-90.4KTrimQ3 2024 13F$90k$250.00$267.18
Lamar Advertising Company - Class ALAMR$83.9KAddQ3 2024 13F$84k$122.12$158.91
Merck & Co IncMRK$-76.0KTrimQ3 2024 13F$76k--$127.52
Hormel Foods CorporationHRL$-76.0KTrimQ3 2024 13F$76k--$25.02
Chevron Corporation Common StockCVX$-72.4KTrimQ3 2024 13F$72k$148.84$192.98
PERNOD RICARD S A SP/ADRPRNDY$71.7KAddQ3 2024 13F$72k--$15.23
Outfront Media Inc.OUT$70.1KAddQ3 2024 13F$70k--$31.89
Nestlé S.A.NESN.SW$-59.8KTrimQ3 2024 13F$60k----
Ashtead Group PLCASHTY$54.3KAddQ3 2024 13F$54k--$71.80
PepsiCo IncPEP$42.3KAddQ3 2024 13F$42k$171.80$134.93
Truist Financial CorpTFC$-37.3KTrimQ3 2024 13F$37k--$51.19
Mondelez International IncMDLZ$36.2KAddQ3 2024 13F$36k--$59.82
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$251k5M sharesAddQ3 2024 13F$34k$0.0502--
The Walt Disney CoDIS$-32.0KTrimQ3 2024 13F$32k$92.01$96.22
Corteva IncCTVA$30.4KAddQ3 2024 13F$30k--$87.29
Apple IncAAPL$29.8KAddQ3 2024 13F$30k$223.32$325.89
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$295k8.5k sharesAddQ3 2024 13F$29k$34.92--
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