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) other Unmapped 13F securityPORTFOLIO$940k390k sharesOtherQ2 2025 13F$940k$2.41--
Zalando SEZAL.DE$853.0KOtherQ2 2025 13F$853k----
Markel CorpMKL$791.6KAddQ2 2025 13F$792k$1,875.11$1,950.07
Visa IncV$-734.0KTrimQ2 2025 13F$734k$335.18$354.34
American Express CoAXP$674.3KAddQ2 2025 13F$674k$281.25$348.74
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$20M296.3k sharesTrimQ2 2025 13F$565k$68.37--
Fielmann AGFIE.DE$522.7KAddQ2 2025 13F$523k----
Chocoladefabriken Lindt & Sprüngli AGLISN.SW$397.1KAddQ2 2025 13F$397k----
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$2M12k sharesAddQ2 2025 13F$381k$141.19--
Microsoft CorpMSFT$374.7KAddQ2 2025 13F$375k$433.34$390.34
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$2M23.7k sharesAddQ2 2025 13F$368k$79.06--
Alphabet IncGOOGL$357.8KAddQ2 2025 13F$358k$163.55$342.09
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$2M41k sharesAddQ2 2025 13F$357k$41.57--
Hormel Foods CorporationHRL$-349.4KTrimQ2 2025 13F$349k--$25.02
Warby Parker Inc.WRBY$330.4KAddQ2 2025 13F$330k--$25.37
McCormick & Company, IncorporatedMKC$-325.9KTrimQ2 2025 13F$326k--$52.24
Chevron Corporation Common StockCVX$-323.1KTrimQ2 2025 13F$323k$141.39$192.98
YETI Holdings, Inc.YETI$-319.3KTrimQ2 2025 13F$319k--$50.11
AbbVie IncABBV$-296.6KTrimQ2 2025 13F$297k$186.22$253.30
Oracle CorporationORCL$273.9KAddQ2 2025 13F$274k$137.81$125.86
H & M Hennes & Mauritz AB (publ)HMSB.DE$-262.6KTrimQ2 2025 13F$263k----
Merck & Co IncMRK$-248.0KExitQ2 2025 13F$248k--$127.52
Generac Holdings IncGNRC$-235.7KTrimQ2 2025 13F$236k--$210.50
SSP Group plcSSPG.L$233.6KAddQ2 2025 13F$234k----
Heineken Holding N.V.HKHHY$-226.2KExitQ2 2025 13F$226k--$40.62
Ralph Lauren CorporationRL$219.5KAddQ2 2025 13F$220k--$371.69
Hyatt Hotels Corporation Class A Common StockH$-218.7KTrimQ2 2025 13F$219k--$189.65
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$2M4.1k sharesAddQ2 2025 13F$213k$426.22--
BP PLCBP$-212.9KExitQ2 2025 13F$213k$29.40$42.16
Costco Wholesale Corporation - Common StockCOST$200.0KAddQ2 2025 13F$200k--$927.31
PepsiCo IncPEP$-199.0KTrimQ2 2025 13F$199k$134.95$134.93
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$2M234.4k sharesAddQ2 2025 13F$196k$6.70--
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$1M68k sharesAddQ2 2025 13F$182k$19.67--
Levi Strauss & Co.LEVI$-173.4KTrimQ2 2025 13F$173k--$23.92
FB Bancorp, Inc. Common StockFBLA$-169.4KTrimQ2 2025 13F$169k--$15.31
Herc Holdings IncHRI$-156.1KTrimQ2 2025 13F$156k--$163.25
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$1M175.5k sharesAddQ2 2025 13F$142k$7.03--
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$1M53k sharesAddQ2 2025 13F$137k$24.89--
The Procter & Gamble CoPG$-134.8KTrimQ2 2025 13F$135k$163.33$149.15
The PNC Financial Services Group IncPNC$-133.7KTrimQ2 2025 13F$134k$169.34$248.90
Union Pacific CorpUNP$-122.1KTrimQ2 2025 13F$122k--$301.27
Apple IncAAPL$-109.5KTrimQ2 2025 13F$110k$202.27$325.89
Walmart IncWMT$95.0KAddQ2 2025 13F$95k$95.16$109.33
Dover Corporation Common StockDOV$92.4KAddQ2 2025 13F$92k$162.11$197.80
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$1M15.1k sharesAddQ2 2025 13F$83k$86.89--
The Walt Disney CoDIS$59.0KAddQ2 2025 13F$59k$103.82$96.22
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$1M115 sharesTrimQ2 2025 13F$50k$9,590.36--
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$3M434.2k sharesAddQ2 2025 13F$48k$6.34--
Lamar Advertising Company - Class ALAMR$45.3KAddQ2 2025 13F$45k$115.97$158.91
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$2M11.5k sharesAddQ2 2025 13F$39k$136.01--
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