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.

Biggest Wins

PositionReported PriceLast PriceEst. P/LReturnEst. Value
Herc Holdings IncHRI · Q1 2026$99.55$148.94+$319k+49.6%$961k
YETI Holdings, Inc.YETI · Q1 2026$36.59$51.06+$347k+39.5%$1M
Warby Parker Inc.WRBY · Q1 2026$21.07$27.59+$522k+30.9%$2M
Levi Strauss & Co.LEVI · Q1 2026$18.49$23.92+$449k+29.4%$2M
Apple IncAAPL · Q1 2026$253.79$325.89+$343k+28.4%$2M
Crane CoCR · Q1 2026$171.00$218.84+$2M+28%$10M
DoorDash, Inc.DASH · Q1 2026$150.15$189.70+$40M+26.3%$190M
Lamar Advertising Company - Class ALAMR · Q1 2026$126.66$158.91+$173k+25.5%$853k
Union Pacific CorpUNP · Q1 2026$242.62$301.27+$2M+24.2%$8M
Caterpillar, Inc. Common StockCAT · Q1 2026$708.46$861.78+$69k+21.6%$388k
FULTON FINANCIAL CORPFULT · Q1 2026$20.34$24.62+$209k+21%$1M
Visa IncV · Q1 2026$302.24$365.14+$6M+20.8%$34M
Alphabet Cl CGOOG · Q1 2026$286.86$341.91+$184M+19.2%$1B
Alphabet IncGOOGL · Q1 2026$287.56$342.09+$633k+19%$4M
JPMorgan Chase & Co.JPM · Q1 2026$294.16$348.21+$8M+18.4%$52M
Amazon.com IncAMZN · Q1 2026$208.27$244.85+$38k+17.6%$255k
Unum GroupUNM · Q1 2026$73.03$85.56+$48k+17.2%$325k
AbbVie IncABBV · Q1 2026$217.49$253.30+$444k+16.5%$3M
Philip Morris International IncPM · Q1 2026$165.34$192.12+$123M+16.2%$885M
Generac Holdings IncGNRC · Q1 2026$195.33$226.58+$70k+16%$510k
American Express CoAXP · Q1 2026$302.48$348.74+$300k+15.3%$2M
Altria Group IncMO · Q1 2026$65.99$74.20+$1M+12.4%$12M
Sunbelt Rentals Holdings IncSUNB · Q1 2026$65.09$72.99+$48M+12.1%$442M
FB Bancorp, Inc. Common StockFBLA · Q1 2026$13.74$15.31+$79k+11.4%$766k
Hormel Foods CorporationHRL · Q1 2026$22.65$25.15+$48k+11%$478k
Mastercard Incorporated Common StockMA · Q1 2026$499.66$551.54+$81M+10.4%$858M
Wells Fargo & CoWFC · Q1 2026$79.61$86.35+$50k+8.46%$643k
Coca-Cola Company (The) Common StockKO · Q1 2026$76.05$82.20+$80k+8.09%$1M
Merck & Co IncMRK · Q1 2026$120.29$127.52+$15k+6.01%$273k
Microsoft CorpMSFT · Q1 2026$370.17$390.34+$71k+5.45%$1M
Nestle SA, Cham Und VeveyNSRGY · Q1 2026$99.10$103.73+$25M+4.67%$569M
Johnson & JohnsonJNJ · Q1 2026$244.44$255.63+$15k+4.58%$333k
McCormick & Company, IncorporatedMKC · Q1 2026$50.44$52.24+$69k+3.57%$2M
The Procter & Gamble CoPG · Q1 2026$144.44$149.15+$43k+3.26%$1M
Vulcan Materials CoVMC · Q1 2026$272.30$280.62+$60k+3.06%$2M
Berkshire Hathaway Inc.BRK-B · Q1 2026$479.20$493.12+$15M+2.9%$548M
Berkshire Hathaway Inc.BRK-A · Q1 2026$718,140.00$732,750.00+$21M+2.03%$1B
Markel CorpMKL · Q1 2026$1,914.07$1,950.07+$178k+1.88%$10M
Dover Corporation Common StockDOV · Q1 2026$208.45$212.26+$73k+1.83%$4M