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
DoorDash, Inc.DASH$13.6MAddQ3 2025 13F$14M$250.83$189.70
Compagnie Financière Richemont S.A.CFR.SW$-13.3MTrimQ3 2025 13F$13M--$126.63
Heineken Holding N.V.HEIO.AS$10.7MAddQ3 2025 13F$11M----
JPMorgan Chase & Co.JPM$5.6MAddQ3 2025 13F$6M$297.41$348.21
Uber Technologies IncUBER$4.7MAddQ3 2025 13F$5M$94.48$71.55
Brown-Forman CorporationBF-A$-4.0MTrimQ3 2025 13F$4M--$26.25
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$17M282.2k sharesTrimQ3 2025 13F$3M$59.69--
Visa IncV$-3.3MTrimQ3 2025 13F$3M$346.34$354.34
Markel CorpMKL$-1.6MTrimQ3 2025 13F$2M$1,960.42$1,950.07
Ralph Lauren CorporationRL$-1.1MExitQ3 2025 13F$1M$312.02$371.69
Exxon Mobil CorpXOM$1.1MAddQ3 2025 13F$1M$111.37$154.45
Ashtead Group plcAHT.L$1.0MAddQ3 2025 13F$1M--$2.74
Alphabet IncGOOGL$992.7KAddQ3 2025 13F$993k$209.46$342.09
Wells Fargo & CoWFC$-979.9KTrimQ3 2025 13F$980k$83.62$86.35
Crane CoCR$-871.4KTrimQ3 2025 13F$871k--$218.10
Tom Russo (Gardner Russo & Gardner) other Unmapped 13F securityPORTFOLIO$792k20k sharesOtherQ3 2025 13F$792k$39.62--
Dover Corporation Common StockDOV$-687.1KTrimQ3 2025 13F$687k--$197.80
Hormel Foods CorporationHRL$-585.6KTrimQ3 2025 13F$586k$25.42$25.02
AbbVie IncABBV$569.9KAddQ3 2025 13F$570k$203.64$253.30
Generac Holdings IncGNRC$-432.5KTrimQ3 2025 13F$432k--$210.50
Warby Parker Inc.WRBY$410.4KAddQ3 2025 13F$410k--$25.37
McCormick & Company, IncorporatedMKC$-399.8KTrimQ3 2025 13F$400k$64.62$52.24
Vulcan Materials CoVMC$394.1KAddQ3 2025 13F$394k--$280.62
Herc Holdings IncHRI$-360.3KTrimQ3 2025 13F$360k--$163.25
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$2M18.5k sharesTrimQ3 2025 13F$348k$82.48--
Caterpillar, Inc. Common StockCAT$334.0KOtherQ3 2025 13F$334k--$861.78
Costco Wholesale Corporation - Common StockCOST$-306.1KTrimQ3 2025 13F$306k--$927.31
H & M Hennes & Mauritz AB (publ)HMSB.DE$300.1KAddQ3 2025 13F$300k----
Microsoft CorpMSFT$-293.6KTrimQ3 2025 13F$294k$510.13$390.34
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$1M12.1k sharesTrimQ3 2025 13F$288k$116.30--
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$1M41k sharesTrimQ3 2025 13F$283k$34.66--
Altria Group IncMO$-278.5KTrimQ3 2025 13F$278k--$74.20
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$1M68k sharesTrimQ3 2025 13F$245k$16.07--
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$1M210.4k sharesTrimQ3 2025 13F$244k$6.31--
Chocoladefabriken Lindt & Sprüngli AGLISN.SW$-236.4KTrimQ3 2025 13F$236k----
Levi Strauss & Co.LEVI$229.6KAddQ3 2025 13F$230k--$23.92
SSP Group plcSSPG.L$228.2KAddQ3 2025 13F$228k----
Oracle CorporationORCL$217.6KAddQ3 2025 13F$218k$304.00$125.86
Brown-Forman CorporationBF-B$-213.0KTrimQ3 2025 13F$213k--$25.79
Tom Russo (Gardner Russo & Gardner) exit Unmapped 13F securityPORTFOLIO$-202.3KExitQ3 2025 13F$202k----
Union Pacific CorpUNP$185.7KAddQ3 2025 13F$186k--$301.27
American Express CoAXP$179.0KAddQ3 2025 13F$179k$318.08$348.74
John Bean Technologies CorpJBT$146.4KAddQ3 2025 13F$146k--$125.32
Apple IncAAPL$140.1KAddQ3 2025 13F$140k$225.91$325.89
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$1M15.1k sharesTrimQ3 2025 13F$134k$78.04--
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$1M53k sharesAddQ3 2025 13F$117k$27.10--
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$3M434.2k sharesTrimQ3 2025 13F$113k$6.08--
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$1M35.3k sharesAddQ3 2025 13F$96k$36.17--
PepsiCo IncPEP$92.1KAddQ3 2025 13F$92k$142.80$134.93
Nestlé S.A.NESN.SW$-91.8KTrimQ3 2025 13F$92k----
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