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
FULTON FINANCIAL CORPFULT$-30.5KTrimQ2 2025 13F$31k--$24.62
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$256k15.7k sharesTrimQ2 2025 13F$30k$16.32--
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$405k1.8M sharesAddQ2 2025 13F$27k$0.2283--
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$173k251.3k sharesAddQ2 2025 13F$24k$0.6867--
Nestlé S.A.NESN.SW$-21.9KTrimQ2 2025 13F$22k----
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$1M35.3k sharesAddQ2 2025 13F$19k$33.45--
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$185k5M sharesAddQ2 2025 13F$19k$0.037--
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$347k3.4k sharesAddQ2 2025 13F$15k$102.98--
McDonald's CorpMCD$-14.2KTrimQ2 2025 13F$14k--$267.18
John Bean Technologies CorpJBT$-14.1KTrimQ2 2025 13F$14k--$125.32
Coca-Cola Company (The) Common StockKO$-11.9KTrimQ2 2025 13F$12k$71.24$82.20
Rational AGRAA.DE$9.2KAddQ2 2025 13F$9.2k--$27.49
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$202k8.1k sharesTrimQ2 2025 13F$7.7k$25.05--
Unum GroupUNM$-2.7KTrimQ2 2025 13F$2.7k--$85.56
Truist Financial CorpTFC$141AddQ2 2025 13F$141--$51.19
Alphabet Cl CGOOG$-275.5MTrimQ1 2025 13F$276M$183.12$341.91
Philip Morris International IncPM$171.6MAddQ1 2025 13F$172M$151.74$192.12
Heineken Holding N.V.HEIO.AS$117.4MAddQ1 2025 13F$117M----
Nestle SA, Cham Und VeveyNSRGY$104.6MAddQ1 2025 13F$105M$102.42$103.73
Uber Technologies IncUBER$72.5MAddQ1 2025 13F$73M--$71.55
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$284M2.9M sharesTrimQ1 2025 13F$59M$98.58--
Mastercard Incorporated Common StockMA$-51.6MTrimQ1 2025 13F$52M$537.65$538.02
Berkshire Hathaway Inc.BRK-A$50.4MAddQ1 2025 13F$50M$729,330.71$732,750.00
JPMorgan Chase & Co.JPM$-46.5MTrimQ1 2025 13F$47M$254.94$348.21
Berkshire Hathaway Inc.BRK-B$45.4MAddQ1 2025 13F$45M$486.15$494.54
Netflix IncNFLX$-43.3MTrimQ1 2025 13F$43M$95.10$68.53
DoorDash, Inc.DASH$32.6MAddQ1 2025 13F$33M$188.06$189.70
Martin Marietta Materials IncMLM$-23.7MTrimQ1 2025 13F$24M--$550.48
Visa IncV$-18.9MTrimQ1 2025 13F$19M--$354.34
Brown-Forman CorporationBF-A$-13.3MTrimQ1 2025 13F$13M--$26.25
Compagnie Financière Richemont S.A.CFR.SW$12.6MAddQ1 2025 13F$13M--$126.63
Wells Fargo & CoWFC$-9.1MTrimQ1 2025 13F$9M$77.03$86.35
Comcast CorpCMCSA$-7.9MTrimQ1 2025 13F$8M$33.92$23.88
Brown-Forman CorporationBF-B$-4.1MTrimQ1 2025 13F$4M--$25.79
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$1M235.2k sharesTrimQ1 2025 13F$2M$5.85--
Exxon Mobil CorpXOM$2.2MAddQ1 2025 13F$2M--$154.45
The Procter & Gamble CoPG$-2.1MTrimQ1 2025 13F$2M$167.49$149.15
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$21M338.7k sharesAddQ1 2025 13F$2M$61.48--
Ashtead Group plcAHT.L$1.7MAddQ1 2025 13F$2M--$2.74
Tom Russo (Gardner Russo & Gardner) other Unmapped 13F securityPORTFOLIO$2M23.7k sharesOtherQ1 2025 13F$2M$63.52--
Alphabet IncGOOGL$-1.5MTrimQ1 2025 13F$1M$181.36$342.09
Hyatt Hotels Corporation Class A Common StockH$1.4MOtherQ1 2025 13F$1M--$189.65
Tom Russo (Gardner Russo & Gardner) other Unmapped 13F securityPORTFOLIO$1M40.3k sharesOtherQ1 2025 13F$1M$33.47--
Herc Holdings IncHRI$1.3MOtherQ1 2025 13F$1M--$163.25
Tom Russo (Gardner Russo & Gardner) other Unmapped 13F securityPORTFOLIO$1M50.5k sharesOtherQ1 2025 13F$1M$23.40--
Tom Russo (Gardner Russo & Gardner) other Unmapped 13F securityPORTFOLIO$1M35.3k sharesOtherQ1 2025 13F$1M$32.90--
Tom Russo (Gardner Russo & Gardner) other Unmapped 13F securityPORTFOLIO$1M68k sharesOtherQ1 2025 13F$1M$17.00--
H & M Hennes & Mauritz AB (publ)HMSB.DE$1.2MOtherQ1 2025 13F$1M----
Tom Russo (Gardner Russo & Gardner) other Unmapped 13F securityPORTFOLIO$1M130 sharesOtherQ1 2025 13F$1M$8,868.44--
Tom Russo (Gardner Russo & Gardner) other Unmapped 13F securityPORTFOLIO$1M175.5k sharesOtherQ1 2025 13F$1M$6.22--
Showing 251-300 of 509