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
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$2M3.7k sharesTrimQ4 2025 13F$158k$430.55--
FULTON FINANCIAL CORPFULT$-157.7KTrimQ4 2025 13F$158k--$24.62
PepsiCo IncPEP$-133.6KTrimQ4 2025 13F$134k$146.93$134.93
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$1M200k sharesAddQ4 2025 13F$126k$7.07--
Levi Strauss & Co.LEVI$-122.2KTrimQ4 2025 13F$122k--$23.92
Wells Fargo & CoWFC$-108.4KTrimQ4 2025 13F$108k$88.54$86.35
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$1M11.5k sharesTrimQ4 2025 13F$100k$125.29--
H & M Hennes & Mauritz AB (publ)HMSB.DE$98.0KAddQ4 2025 13F$98k----
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$1M68k sharesAddQ4 2025 13F$95k$17.46--
Union Pacific CorpUNP$-93.0KTrimQ4 2025 13F$93k$227.66$301.27
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$378k15.7k sharesAddQ4 2025 13F$90k$24.10--
Walmart IncWMT$84.9KAddQ4 2025 13F$85k$107.37$109.33
Nestlé S.A.NESN.SW$80.4KAddQ4 2025 13F$80k----
Apple IncAAPL$74.2KAddQ4 2025 13F$74k$268.45$325.89
John Bean Technologies CorpJBT$74.1KAddQ4 2025 13F$74k--$125.32
Generac Holdings IncGNRC$-69.8KTrimQ4 2025 13F$70k--$210.50
McDonald's CorpMCD$62.4KAddQ4 2025 13F$62k$311.40$267.18
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$1M15.1k sharesAddQ4 2025 13F$58k$81.91--
Chocoladefabriken Lindt & Sprüngli AGLISN.SW$-50.9KTrimQ4 2025 13F$51k----
Coca-Cola Company (The) Common StockKO$49.0KAddQ4 2025 13F$49k$69.71$82.20
FB Bancorp, Inc. Common StockFBLA$41.5KAddQ4 2025 13F$42k--$15.31
AbbVie IncABBV$-37.9KTrimQ4 2025 13F$38k$227.80$253.30
The Procter & Gamble CoPG$34.8KAddQ4 2025 13F$35k$147.45$149.15
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$1M41k sharesTrimQ4 2025 13F$34k$33.84--
American Express CoAXP$-29.4KTrimQ4 2025 13F$29k$357.85$348.74
The PNC Financial Services Group IncPNC$29.3KAddQ4 2025 13F$29k$193.03$248.90
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$217k5M sharesTrimQ4 2025 13F$27k$0.0435--
Lamar Advertising Company - Class ALAMR$24.9KAddQ4 2025 13F$25k$125.17$158.91
Microsoft CorpMSFT$-23.6KTrimQ4 2025 13F$24k$501.12$390.34
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$1M115 sharesTrimQ4 2025 13F$23k$9,219.43--
Zalando SEZAL.DE$-22.4KTrimQ4 2025 13F$22k----
Hormel Foods CorporationHRL$-20.6KTrimQ4 2025 13F$21k--$25.02
Caterpillar, Inc. Common StockCAT$-18.9KTrimQ4 2025 13F$19k$540.03$861.78
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$446k1.8M sharesTrimQ4 2025 13F$19k$0.2512--
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$207k251.3k sharesAddQ4 2025 13F$15k$0.8256--
Rational AGRAA.DE$14.0KAddQ4 2025 13F$14k--$27.49
McCormick & Company, IncorporatedMKC$-13.1KTrimQ4 2025 13F$13k--$52.24
Chevron Corporation Common StockCVX$-7.7KTrimQ4 2025 13F$7.7k$152.30$192.98
The Walt Disney CoDIS$-1.8KTrimQ4 2025 13F$1.8k$110.13$96.22
Unum GroupUNM$-1.1KTrimQ4 2025 13F$1.1k--$85.56
Alphabet Cl CGOOG$229.5MAddQ3 2025 13F$230M$210.20$341.91
Philip Morris International IncPM$-131.4MTrimQ3 2025 13F$131M$162.99$192.12
Netflix IncNFLX$-109.5MTrimQ3 2025 13F$110M$122.06$68.53
Nestle SA, Cham Und VeveyNSRGY$-67.1MTrimQ3 2025 13F$67M--$103.73
Martin Marietta Materials IncMLM$42.1MAddQ3 2025 13F$42M$606.80$550.48
Mastercard Incorporated Common StockMA$-24.1MTrimQ3 2025 13F$24M--$538.02
Berkshire Hathaway Inc.BRK-B$23.0MAddQ3 2025 13F$23M$484.36$494.54
Berkshire Hathaway Inc.BRK-A$-21.3MTrimQ3 2025 13F$21M$726,917.35$732,750.00
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$265M2.7M sharesTrimQ3 2025 13F$15M$98.16--
Comcast CorpCMCSA$-14.4MTrimQ3 2025 13F$14M$30.65$23.88
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