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
B5783H102B5783H102 · Q1 2026$1M0%115------
K3008M105K3008M105 · Q1 2026$1M0%41k------
K36628137K36628137 · Q1 2026$1M0%9.9k------
W2457W116W2457W116 · Q1 2026$1M0%230k------
Walmart IncWMT · Q1 2026$1M0%9.7k$109.33$1M-12%
Apple IncAAPL · Q1 2026$1M0%4.8k$325.89$2M+28.4%
Abbott LaboratoriesABT · Q1 2026$1M0%11.5k$99.68$1M-2.91%
H & M Hennes & Mauritz AB (publ)HMSB.DE · Q1 2026$1M0%64k------
N39427211N39427211 · Q1 2026$1M0%15.1k------
CREST6610CREST6610 · Q1 2026$1M0%18.2k------
Nestlé S.A.NESN.SW · Q1 2026$1M0%11.1k------
FULTON FINANCIAL CORPFULT · Q1 2026$996k0%49k$24.62$1M+21%
Coca-Cola Company (The) Common StockKO · Q1 2026$991k0%13k$82.20$1M+8.09%
John Bean Technologies CorpJBT · Q1 2026$927k0%7.3k$125.32$909k-1.99%
YETI Holdings, Inc.YETI · Q1 2026$878k0%24k$51.06$1M+39.5%
FB Bancorp, Inc. Common StockFBLA · Q1 2026$687k0%50k$15.31$766k+11.4%
Lamar Advertising Company - Class ALAMR · Q1 2026$680k0%5.4k$158.91$853k+25.5%
Zalando SEZAL.DE · Q1 2026$663k0%28k------
Herc Holdings IncHRI · Q1 2026$642k0%6.5k$148.94$961k+49.6%
Wells Fargo & CoWFC · Q1 2026$593k0%7.5k$86.35$643k+8.46%
870875101870875101 · Q1 2026$579k0%97.7k------
Oracle CorporationORCL · Q1 2026$530k0%3.6k$125.86$453k-14.4%
Chevron Corporation Common StockCVX · Q1 2026$511k0%2.5k$192.98$477k-6.73%
Generac Holdings IncGNRC · Q1 2026$439k0%2.3k$226.58$510k+16%
Hormel Foods CorporationHRL · Q1 2026$430k0%19k$25.15$478k+11%
Y5342M100Y5342M100 · Q1 2026$428k0%1.8M------
69007J30469007J304 · Q1 2026$360k0%13.6k------
Caterpillar, Inc. Common StockCAT · Q1 2026$319k0%450$861.78$388k+21.6%
Johnson & JohnsonJNJ · Q1 2026$319k0%1.3k$255.63$333k+4.58%
McDonald's CorpMCD · Q1 2026$294k0%947$267.18$253k-14%
Unum GroupUNM · Q1 2026$278k0%3.8k$85.56$325k+17.2%
Merck & Co IncMRK · Q1 2026$258k0%2.1k$127.52$273k+6.01%
The Walt Disney CoDIS · Q1 2026$243k0%2.5k$96.22$242k-0.17%
Amazon.com IncAMZN · Q1 2026$217k0%1k$244.85$255k+17.6%
Y7121Z146Y7121Z146 · Q1 2026$213k0%5M------
T19404101T19404101 · Q1 2026$196k0%251.3k------
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