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
McDonald's CorpMCD$15.8KAddQ1 2025 13F$16k--$267.18
Heineken Holding N.V.HKHHY$8.6KAddQ1 2025 13F$8.6k--$40.62
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$149k251.3k sharesTrimQ1 2025 13F$6.8k$0.593--
Nestle SA, Cham Und VeveyNSRGY$-183.3MTrimQ4 2024 13F$183M--$103.73
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$343M3M sharesTrimQ4 2024 13F$149M$112.87--
Heineken Holding N.V.HEIO.AS$-146.8MTrimQ4 2024 13F$147M----
Berkshire Hathaway Inc.BRK-A$-140.8MTrimQ4 2024 13F$141M$692,526.96$732,750.00
Ashtead Group plcAHT.L$-90.5MTrimQ4 2024 13F$91M--$2.74
Compagnie Financière Richemont S.A.CFR.SW$-72.8MTrimQ4 2024 13F$73M--$126.63
Alphabet Cl CGOOG$71.2MAddQ4 2024 13F$71M$176.50$341.91
Netflix IncNFLX$44.9MAddQ4 2024 13F$45M$82.31$68.53
Martin Marietta Materials IncMLM$-38.6MTrimQ4 2024 13F$39M--$550.48
Uber Technologies IncUBER$-35.0MTrimQ4 2024 13F$35M--$71.55
Berkshire Hathaway Inc.BRK-B$-34.7MTrimQ4 2024 13F$35M$461.73$494.54
Philip Morris International IncPM$-29.3MTrimQ4 2024 13F$29M$131.41$192.12
Brown-Forman CorporationBF-A$-26.3MTrimQ4 2024 13F$26M--$26.25
Comcast CorpCMCSA$-19.6MTrimQ4 2024 13F$20M--$23.88
DoorDash, Inc.DASH$11.8MAddQ4 2024 13F$12M$164.28$189.70
Brown-Forman CorporationBF-B$-11.3MTrimQ4 2024 13F$11M--$25.79
Wells Fargo & CoWFC$-9.1MTrimQ4 2024 13F$9M$69.92$86.35
Visa IncV$-8.3MTrimQ4 2024 13F$8M$283.76$354.34
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$19M378.1k sharesTrimQ4 2024 13F$8M$49.96--
Nestlé S.A.NESN.SW$-3.2MTrimQ4 2024 13F$3M----
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$4M579.5k sharesTrimQ4 2024 13F$2M$6.23--
Exxon Mobil CorpXOM$-1.7MTrimQ4 2024 13F$2M--$154.45
The Procter & Gamble CoPG$-1.4MTrimQ4 2024 13F$1M$170.31$149.15
JPMorgan Chase & Co.JPM$-1.3MTrimQ4 2024 13F$1M$232.91$348.21
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$1M15.1k sharesTrimQ4 2024 13F$1M$71.14--
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$2M18.1k sharesTrimQ4 2024 13F$1M$95.81--
Cie Financiere Richemont AG, ZugCFRUY$-867.5KTrimQ4 2024 13F$868k--$24.08
FB Bancorp, Inc. Common StockFBLA$834.4KOtherQ4 2024 13F$834k--$15.31
Outfront Media Inc.OUT$-827.2KExitQ4 2024 13F$827k--$31.89
Tom Russo (Gardner Russo & Gardner) other Unmapped 13F securityPORTFOLIO$795k44.8k sharesOtherQ4 2024 13F$795k$17.74--
Mastercard Incorporated Common StockMA$-776.4KTrimQ4 2024 13F$776k$506.28$538.02
Markel CorpMKL$739.5KAddQ4 2024 13F$740k$1,659.34$1,950.07
PERNOD RICARD S A SP/ADRPRNDY$-697.9KExitQ4 2024 13F$698k--$15.23
Crane CoCR$-653.9KTrimQ4 2024 13F$654k--$218.10
Altria Group IncMO$-646.4KTrimQ4 2024 13F$646k--$74.20
Heineken Holding N.V.HKHHY$-586.5KTrimQ4 2024 13F$587k--$40.62
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$2M5.7k sharesTrimQ4 2024 13F$567k$353.99--
Alphabet IncGOOGL$484.9KAddQ4 2024 13F$485k$174.97$342.09
Vulcan Materials CoVMC$-433.2KTrimQ4 2024 13F$433k--$280.62
Union Pacific CorpUNP$-423.9KTrimQ4 2024 13F$424k--$301.27
Chocoladefabriken Lindt & Sprüngli AGLISN.SW$-407.0KTrimQ4 2024 13F$407k----
Ashtead Group PLCASHTY$-389.0KExitQ4 2024 13F$389k--$71.80
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$2M288.8k sharesTrimQ4 2024 13F$373k$7.49--
Corteva IncCTVA$-356.9KExitQ4 2024 13F$357k$60.79$87.29
PepsiCo IncPEP$-328.8KTrimQ4 2024 13F$329k$163.84$134.93
AbbVie IncABBV$-265.2KTrimQ4 2024 13F$265k$183.86$253.30
McCormick & Company, IncorporatedMKC$-263.3KTrimQ4 2024 13F$263k$79.37$52.24
Showing 351-400 of 509