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.

Latest Holdings

HoldingReported ValueWeightSharesLast PriceEst. ValueReturn
Berkshire Hathaway Inc.BRK-A · Q1 2026$1B12%1.5k$733,180.00$1B+2.09%
Alphabet Cl CGOOG · Q1 2026$961M11%3.4M$370.21$1B+29.1%
Mastercard Incorporated Common StockMA · Q1 2026$777M9.1%1.6M$551.54$858M+10.4%
Philip Morris International IncPM · Q1 2026$761M9%4.6M$192.12$885M+16.2%
Heineken Holding N.V.HEIO.AS · Q1 2026$643M7.6%9.1M------
Compagnie Financière Richemont S.A.CFR.SW · Q1 2026$594M7%3.4M$126.63$437M-26.6%
Nestle SA, Cham Und VeveyNSRGY · Q1 2026$543M6.4%5.5M$103.73$569M+4.67%
Netflix IncNFLX · Q1 2026$539M6.3%5.6M$73.68$413M-23.4%
Berkshire Hathaway Inc.BRK-B · Q1 2026$532M6.3%1.1M$493.12$548M+2.9%
Martin Marietta Materials IncMLM · Q1 2026$421M5%715.4k$569.32$407M-3.29%
Sunbelt Rentals Holdings IncSUNB · Q1 2026$394M4.6%6M$72.99$442M+12.1%
Uber Technologies IncUBER · Q1 2026$372M4.4%5.2M$71.55$370M-0.53%
L31839134L31839134 · Q1 2026$224M2.6%3.1M------
F72027109F72027109 · Q1 2026$183M2.2%2.5M------
DoorDash, Inc.DASH · Q1 2026$150M1.8%1M$189.70$190M+26.3%
Comcast CorpCMCSA · Q1 2026$65M0.8%2.3M$23.88$54M-16.8%
Brown-Forman CorporationBF-A · Q1 2026$44M0.5%1.6M$26.38$43M-1.53%
JPMorgan Chase & Co.JPM · Q1 2026$44M0.5%148.8k$346.91$52M+17.9%
Exxon Mobil CorpXOM · Q1 2026$33M0.4%194k$144.49$28M-14.8%
Visa IncV · Q1 2026$28M0.3%93.8k$365.14$34M+20.8%
Brown-Forman CorporationBF-B · Q1 2026$17M0.2%659.7k$25.07$17M-5.18%
B639CJ108B639CJ108 · Q1 2026$13M0.1%184k------
Altria Group IncMO · Q1 2026$11M0.1%164.5k$74.20$12M+12.4%
Markel CorpMKL · Q1 2026$9M0.1%5k$1,922.77$10M+0.45%
Crane CoCR · Q1 2026$8M0.1%46.6k$218.84$10M+28%
Union Pacific CorpUNP · Q1 2026$7M0.1%27.6k$301.27$8M+24.2%
Costco Wholesale Corporation - Common StockCOST · Q1 2026$5M0.1%4.6k$916.54$4M-8.02%
Dover Corporation Common StockDOV · Q1 2026$4M0%19.1k$212.26$4M+1.83%
Alphabet IncGOOGL · Q1 2026$3M0%11.6k$370.92$4M+29%
AbbVie IncABBV · Q1 2026$3M0%12.4k$244.22$3M+12.3%
Chocoladefabriken Lindt & Sprüngli AGLISN.SW · Q1 2026$2M0%15------
Vulcan Materials CoVMC · Q1 2026$2M0%7.3k$280.62$2M+3.06%
American Express CoAXP · Q1 2026$2M0%6.5k$358.44$2M+18.5%
McCormick & Company, IncorporatedMKC · Q1 2026$2M0%38.6k$52.24$2M+3.57%
X4550J108X4550J108 · Q1 2026$2M0%52.5k------
Warby Parker Inc.WRBY · Q1 2026$2M0%80k$27.59$2M+30.9%
Fielmann AGFIE.DE · Q1 2026$2M0%33k------
SSP Group plcSSPG.L · Q1 2026$2M0%700k------
E52619108E52619108 · Q1 2026$2M0%70k------
Rational AGRAA.DE · Q1 2026$2M0%2.2k$27.49$60k-96.2%
K03294137K03294137 · Q1 2026$2M0%50k------
Levi Strauss & Co.LEVI · Q1 2026$2M0%82.7k$23.92$2M+29.4%
F58149133F58149133 · Q1 2026$1M0%3.7k------
PepsiCo IncPEP · Q1 2026$1M0%9.2k$134.93$1M-13.1%
N24565108N24565108 · Q1 2026$1M0%202k------
X4S8SE108X4S8SE108 · Q1 2026$1M0%27k------
T3508H102T3508H102 · Q1 2026$1M0%39k------
The Procter & Gamble CoPG · Q1 2026$1M0%9.2k$148.01$1M+2.47%
E8S64T107E8S64T107 · Q1 2026$1M0%68k------
Microsoft CorpMSFT · Q1 2026$1M0%3.5k$395.63$1M+6.88%
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