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) exit Unmapped 13F securityPORTFOLIO$-259.7KExitQ4 2024 13F$260k----
American Express CoAXP$236.8KAddQ4 2024 13F$237k$287.30$348.74
Heineken NVHEINY$-233.5KExitQ4 2024 13F$234k--$44.13
Danaher CorpDHR$-227.7KExitQ4 2024 13F$228k--$192.28
Carlisle Cos IncCSL$-224.9KExitQ4 2024 13F$225k$460.46$332.20
Dover Corporation Common StockDOV$-217.6KTrimQ4 2024 13F$218k--$197.80
Trane Technologies PLCTT$-209.9KExitQ4 2024 13F$210k--$466.75
BP PLCBP$-207.2KExitQ4 2024 13F$207k$30.04$42.16
Coca-Cola Company (The) Common StockKO$-165.9KTrimQ4 2024 13F$166k$65.28$82.20
Tom Russo (Gardner Russo & Gardner) exit Unmapped 13F securityPORTFOLIO$-160.7KExitQ4 2024 13F$161k----
Tom Russo (Gardner Russo & Gardner) other Unmapped 13F securityPORTFOLIO$156k251.3k sharesOtherQ4 2024 13F$156k$0.6203--
Costco Wholesale Corporation - Common StockCOST$138.5KAddQ4 2024 13F$139k--$927.31
Davide Campari-Milano N.V.DVCMY$-115.8KExitQ4 2024 13F$116k--$6.35
Hormel Foods CorporationHRL$-103.7KTrimQ4 2024 13F$104k--$25.02
Walmart IncWMT$94.1KAddQ4 2024 13F$94k$86.78$109.33
Lamar Advertising Company - Class ALAMR$-70.9KTrimQ4 2024 13F$71k$130.70$158.91
Microsoft CorpMSFT$-65.1KTrimQ4 2024 13F$65k$425.95$390.34
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$296k3.5k sharesTrimQ4 2024 13F$63k$85.49--
Mondelez International IncMDLZ$-61.3KTrimQ4 2024 13F$61k--$59.82
Merck & Co IncMRK$-59.4KTrimQ4 2024 13F$59k--$127.52
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$197k5M sharesTrimQ4 2024 13F$54k$0.0395--
Unum GroupUNM$51.6KAddQ4 2024 13F$52k--$85.56
The PNC Financial Services Group IncPNC$-34.3KTrimQ4 2024 13F$34k$196.58$248.90
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$262k8.3k sharesTrimQ4 2024 13F$33k$31.78--
FULTON FINANCIAL CORPFULT$-32.4KTrimQ4 2024 13F$32k--$24.62
The Walt Disney CoDIS$23.9KAddQ4 2024 13F$24k$105.05$96.22
Oracle CorporationORCL$-13.1KTrimQ4 2024 13F$13k--$125.86
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$1M11.5k sharesTrimQ4 2024 13F$10k$113.11--
McDonald's CorpMCD$-10.3KTrimQ4 2024 13F$10k$295.00$267.18
Truist Financial CorpTFC$8.9KAddQ4 2024 13F$8.9k--$51.19
Chevron Corporation Common StockCVX$-8.5KTrimQ4 2024 13F$8.5k$153.07$192.98
Apple IncAAPL$-8.4KTrimQ4 2024 13F$8.4k$235.68$325.89
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$322k1.8M sharesAddQ4 2024 13F$4.8k$0.1815--
Alphabet Cl CGOOG$-136.9MTrimQ3 2024 13F$137M$169.25$341.91
Berkshire Hathaway Inc.BRK-A$119.2MAddQ3 2024 13F$119M$663,891.53$732,750.00
Philip Morris International IncPM$100.0MAddQ3 2024 13F$100M--$192.12
Mastercard Incorporated Common StockMA$86.0MAddQ3 2024 13F$86M--$538.02
Berkshire Hathaway Inc.BRK-B$52.5MAddQ3 2024 13F$53M$442.18$494.54
Ashtead Group plcAHT.L$46.1MAddQ3 2024 13F$46M--$2.74
Nestle SA, Cham Und VeveyNSRGY$-43.6MTrimQ3 2024 13F$44M--$103.73
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$492M3.3M sharesAddQ3 2024 13F$43M$151.34--
DoorDash, Inc.DASH$22.7MAddQ3 2024 13F$23M$121.28$189.70
Uber Technologies IncUBER$20.5MAddQ3 2024 13F$21M--$71.55
Compagnie Financière Richemont S.A.CFR.SW$-13.6MTrimQ3 2024 13F$14M--$126.63
Heineken Holding N.V.HEIO.AS$-12.4MTrimQ3 2024 13F$12M----
Martin Marietta Materials IncMLM$-10.2MTrimQ3 2024 13F$10M--$550.48
Netflix IncNFLX$-8.7MTrimQ3 2024 13F$9M$66.88$68.53
Brown-Forman CorporationBF-A$6.5MAddQ3 2024 13F$6M--$26.25
Wells Fargo & CoWFC$-5.7MTrimQ3 2024 13F$6M$58.47$86.35
Brown-Forman CorporationBF-B$4.7MAddQ3 2024 13F$5M--$25.79
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