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
Vulcan Materials CoVMC$-1.1MTrimQ1 2025 13F$1M--$280.62
YETI Holdings, Inc.YETI$1.1MOtherQ1 2025 13F$1M--$50.11
SSP Group plcSSPG.L$1.1MOtherQ1 2025 13F$1M----
Levi Strauss & Co.LEVI$1.1MOtherQ1 2025 13F$1M--$23.92
Generac Holdings IncGNRC$1.0MOtherQ1 2025 13F$1M--$210.50
Fielmann AGFIE.DE$1.0MOtherQ1 2025 13F$1M----
Warby Parker Inc.WRBY$941.6KOtherQ1 2025 13F$942k--$25.37
Ralph Lauren CorporationRL$905.0KOtherQ1 2025 13F$905k--$371.69
John Bean Technologies CorpJBT$886.0KOtherQ1 2025 13F$886k--$125.32
Rational AGRAA.DE$805.7KOtherQ1 2025 13F$806k--$27.49
American Express CoAXP$-722.6KTrimQ1 2025 13F$723k$295.58$348.74
Altria Group IncMO$694.6KAddQ1 2025 13F$695k$57.95$74.20
Markel CorpMKL$591.1KAddQ1 2025 13F$591k$1,839.75$1,950.07
Costco Wholesale Corporation - Common StockCOST$-559.4KTrimQ1 2025 13F$559k--$927.31
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$3M293.4k sharesAddQ1 2025 13F$542k$9.22--
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$286k17.7k sharesTrimQ1 2025 13F$509k$16.14--
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$2M4.1k sharesTrimQ1 2025 13F$508k$370.35--
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$1M10.3k sharesTrimQ1 2025 13F$429k$126.95--
AbbVie IncABBV$394.9KAddQ1 2025 13F$395k$194.40$253.30
Dover Corporation Common StockDOV$-355.5KTrimQ1 2025 13F$355k--$197.80
Microsoft CorpMSFT$-354.2KTrimQ1 2025 13F$354k$407.71$390.34
Chocoladefabriken Lindt & Sprüngli AGLISN.SW$328.6KAddQ1 2025 13F$329k----
Apple IncAAPL$-287.5KTrimQ1 2025 13F$287k$231.67$325.89
Nestlé S.A.NESN.SW$275.3KAddQ1 2025 13F$275k----
Mondelez International IncMDLZ$-262.8KExitQ1 2025 13F$263k--$59.82
McCormick & Company, IncorporatedMKC$247.8KAddQ1 2025 13F$248k--$52.24
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$2M11.5k sharesAddQ1 2025 13F$225k$132.65--
Union Pacific CorpUNP$213.4KAddQ1 2025 13F$213k--$301.27
BP PLCBP$212.9KOtherQ1 2025 13F$213k$32.64$42.16
Cie Financiere Richemont AG, ZugCFRUY$-184.7KExitQ1 2025 13F$185k--$24.08
FULTON FINANCIAL CORPFULT$-179.3KTrimQ1 2025 13F$179k--$24.62
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$1M15.1k sharesAddQ1 2025 13F$156k$81.43--
Hormel Foods CorporationHRL$-153.6KTrimQ1 2025 13F$154k--$25.02
The Walt Disney CoDIS$-107.2KTrimQ1 2025 13F$107k$107.47$96.22
PepsiCo IncPEP$-106.8KTrimQ1 2025 13F$107k$148.84$134.93
Coca-Cola Company (The) Common StockKO$98.7KAddQ1 2025 13F$99k$66.79$82.20
Oracle CorporationORCL$-93.2KTrimQ1 2025 13F$93k--$125.86
The PNC Financial Services Group IncPNC$-84.5KTrimQ1 2025 13F$85k$188.77$248.90
Chevron Corporation Common StockCVX$58.7KAddQ1 2025 13F$59k$156.54$192.98
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$378k1.8M sharesAddQ1 2025 13F$56k$0.2128--
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$210k8.1k sharesTrimQ1 2025 13F$52k$26.00--
Lamar Advertising Company - Class ALAMR$-47.6KTrimQ1 2025 13F$48k$121.77$158.91
FB Bancorp, Inc. Common StockFBLA$-46.2KTrimQ1 2025 13F$46k--$15.31
Merck & Co IncMRK$-43.1KTrimQ1 2025 13F$43k$94.02$127.52
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$332k3.4k sharesAddQ1 2025 13F$35k$97.58--
Walmart IncWMT$-32.1KTrimQ1 2025 13F$32k$93.81$109.33
Unum GroupUNM$32.0KAddQ1 2025 13F$32k--$85.56
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$166k5M sharesTrimQ1 2025 13F$31k$0.0332--
Crane CoCR$21.7KAddQ1 2025 13F$22k--$218.10
Truist Financial CorpTFC$-18.4KTrimQ1 2025 13F$18k--$51.19
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