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 Trades

CompanyValueActionChangePriceLast Price
International Business Machines CorpIBM$-222.2KExitQ1 2026 13F$222k$253.65$210.62
SSP Group plcSSPG.L$2M700k sharesTrimQ1 2026 13F$214k$2.31--
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$1M27k sharesAddQ1 2026 13F$206k$49.96--
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$1M230k sharesTrimQ1 2026 13F$198k$5.29--
YETI Holdings, Inc.YETI$878k24k sharesTrimQ1 2026 13F$182k$36.59$51.06
Dover Corporation Common StockDOV$4M19.1k sharesAddQ1 2026 13F$175k$208.45$212.26
Zalando SEZAL.DE$663k28k sharesTrimQ1 2026 13F$170k$23.68--
John Bean Technologies CorpJBT$927k7.3k sharesTrimQ1 2026 13F$165k$127.87$125.32
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$1M39k sharesTrimQ1 2026 13F$164k$34.54--
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$1M41k sharesTrimQ1 2026 13F$162k$29.90--
Wells Fargo & CoWFC$593k7.5k sharesTrimQ1 2026 13F$149k$82.03$86.35
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$1M202k sharesTrimQ1 2026 13F$148k$7.06--
Oracle CorporationORCL$530k3.6k sharesTrimQ1 2026 13F$148k$151.95$132.54
AbbVie IncABBV$3M12.4k sharesTrimQ1 2026 13F$137k$221.82$244.22
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$1M68k sharesAddQ1 2026 13F$136k$19.46--
Generac Holdings IncGNRC$439k2.3k sharesAddQ1 2026 13F$133k$195.33$226.58
Johnson & JohnsonJNJ$319k1.3k sharesAddQ1 2026 13F$117k$241.49$247.02
H & M Hennes & Mauritz AB (publ)HMSB.DE$1M64k sharesTrimQ1 2026 13F$114k$18.39--
Chevron Corporation Common StockCVX$511k2.5k sharesAddQ1 2026 13F$104k$182.35$181.67
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$1M3.7k sharesTrimQ1 2026 13F$104k$402.52--
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$1M15.1k sharesTrimQ1 2026 13F$83k$76.39--
Walmart IncWMT$1M9.7k sharesAddQ1 2026 13F$78k$122.77$112.53
Lamar Advertising Company - Class ALAMR$680k5.4k sharesTrimQ1 2026 13F$76k$131.03$160.29
Chocoladefabriken Lindt & Sprüngli AGLISN.SW$2M15 sharesTrimQ1 2026 13F$72k$142,119.33--
Apple IncAAPL$1M4.8k sharesTrimQ1 2026 13F$65k$260.25$327.50
FULTON FINANCIAL CORPFULT$996k49k sharesTrimQ1 2026 13F$50k$20.72$24.62
FB Bancorp, Inc. Common StockFBLA$687k50k sharesAddQ1 2026 13F$45k$13.74$15.31
The Walt Disney CoDIS$243k2.5k sharesTrimQ1 2026 13F$43k$105.69$96.22
Hormel Foods CorporationHRL$430k19k sharesTrimQ1 2026 13F$40k$22.65$25.15
Coca-Cola Company (The) Common StockKO$991k13k sharesAddQ1 2026 13F$37k$75.60$82.45
PepsiCo IncPEP$1M9.2k sharesAddQ1 2026 13F$24k$155.82$134.93
Amazon.com IncAMZN$217k1k sharesTrimQ1 2026 13F$23k$220.17$254.96
Nestlé S.A.NESN.SW$1M11.1k sharesTrimQ1 2026 13F$20k$97.59--
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$360k13.6k sharesTrimQ1 2026 13F$18k$26.50--
McDonald's CorpMCD$294k947 sharesAddQ1 2026 13F$18k$323.45$267.18
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$428k1.8M sharesTrimQ1 2026 13F$18k$0.2413--
Unum GroupUNM$278k3.8k sharesTrimQ1 2026 13F$17k$73.03$89.00
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$196k251.3k sharesTrimQ1 2026 13F$11k$0.78--
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$2M70k sharesTrimQ1 2026 13F$10k$22.78--
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$213k5M sharesTrimQ1 2026 13F$4.1k$0.0427--
Caterpillar, Inc. Common StockCAT$319k450 sharesAddQ1 2026 13F$3.7k$723.66$861.78
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