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Thomas Russo - Gardner Russo & Quinn

Period: Q1 2026
Portfolio date: 31 Mar 2026
No. of stocks: 85
Portfolio value: $8,496,284,000

  • Holdings
  • Activity
  • Buys
  • Sells
  • History
Quote data provided by Intrinio
History Stock % of
Portfolio
Recent
Activity
Shares Reported
Price*
Value Current
Price
+/-
Reported
Price
52
Week
Low
52
Week
High
≡ BRK.A - Berkshire Hathaway CL A 12.34 Reduce 1.88% 1,460 $718139.73 $1,048,484,000 $720600.00 0.34% $685150.00 $775000.00
≡ GOOG - Alphabet Inc. CL C 11.31 Reduce 14.78% 3,350,337 $286.86 $961,078,000 $384.90 34.18% $162.96 $404.47
≡ MA - Mastercard Inc. 9.15 Reduce 1.95% 1,555,141 $499.66 $777,042,000 $499.70 0.01% $479.68 $599.05
≡ PM - Philip Morris Intl. 8.96 Reduce 1.97% 4,605,069 $165.34 $761,402,000 $191.57 15.86% $139.58 $193.05
≡ HKHHF - Heineken Holding NV 7.57 Reduce 1.07% 9,101,528 $70.69 $643,364,000 $68.43 -3.20% $65.04 $84.63
≡ CFRHF - Compagnie Financiere Richemont SA 7.00 Reduce 1.57% 3,447,287 $172.42 $594,389,000 $197.11 14.32% $154.67 $227.77
≡ NSRGY - Nestle 6.39 Reduce 2.41% 5,481,714 $99.10 $543,238,000 $100.27 1.18% $83.54 $105.26
≡ NFLX - Netflix Inc. 6.35 Add 12.11% 5,610,666 $96.15 $539,466,000 $89.33 -7.09% $75.01 $134.12
≡ BRK.B - Berkshire Hathaway CL B 6.26 Reduce 1.33% 1,110,429 $479.20 $532,118,000 $480.46 0.26% $455.19 $516.85
≡ MLM - Martin Marietta 4.96 Reduce 1.54% 715,411 $588.68 $421,148,000 $532.65 -9.52% $525.38 $710.10
≡ SUNB - Sunbelt Rentals Holdings Inc 4.65 Buy 6,067,311 $65.08 $394,877,000 $75.15 15.47% $61.03 $80.15
≡ UBER - Uber Technologies Inc. 4.38 Add 0.55% 5,173,404 $71.93 $372,123,000 $74.09 3.00% $68.46 $101.99
≡ ERFSF - Eurofins Scientific SE 2.63 Buy 3,096,404 $72.20 $223,551,000 $70.33 -2.59% $61.27 $85.34
≡ PDRDF - Pernod Ricard 2.16 Reduce 2.91% 2,479,656 $73.99 $183,480,000 $71.00 -4.04% $67.80 $120.59
≡ DASH - DoorDash Inc. 1.77 Add 7.60% 1,001,195 $150.15 $150,329,000 $154.65 3.00% $143.30 $285.50
≡ CMCSA - Comcast Corp. 0.76 Reduce 2.05% 2,253,106 $28.71 $64,687,000 $24.80 -13.62% $23.62 $33.03
≡ BF.A - Brown-Forman Corp. CL A 0.52 Reduce 1.21% 1,647,878 $26.79 $44,147,000 $26.69 -0.37% $23.01 $34.67
≡ JPM - JPMorgan Chase & Co. 0.52 Reduce 71.86% 148,798 $294.16 $43,770,000 $295.70 0.52% $251.12 $334.16
≡ XOM - Exxon Mobil Corp. 0.39 Add 0.48% 193,950 $169.66 $32,906,000 $162.55 -4.19% $98.06 $175.22
≡ V - Visa Inc. 0.33 Reduce 13.79% 93,812 $302.24 $28,354,000 $329.91 9.15% $293.28 $372.57
≡ BF.B - Brown-Forman Corp. 0.21 Reduce 6.85% 659,694 $26.44 $17,442,000 $25.92 -1.97% $22.61 $34.94
≡ BUDFF - Anheuser Busch Inbev SA NV 0.15 Reduce 30.70% 184,010 $68.81 $12,662,000 $80.91 17.58% $56.56 $81.68
≡ MO - Altria Group Inc. 0.13 Reduce 0.19% 164,461 $65.99 $10,853,000 $74.00 12.14% $53.80 $74.56
≡ MKL - Markel Group Inc. 0.11 Reduce 21.10% 4,954 $1914.01 $9,482,000 $1860.47 -2.80% $1719.41 $2207.59
≡ CR - Crane Co 0.09 Reduce 14.29% 46,626 $171.00 $7,973,000 $167.39 -2.11% $159.58 $214.04
≡ UNP - Union Pacific 0.08 Add 10.62% 27,638 $242.64 $6,706,000 $271.56 11.92% $208.52 $276.40
≡ COST - Costco Co. 0.05 4,624 $996.32 $4,607,000 $1094.32 9.84% $841.69 $1096.50
≡ DOV - Dover Corp. 0.05 Reduce 2.05% 19,126 $208.46 $3,987,000 $207.55 -0.44% $158.16 $237.00
≡ GOOGL - Alphabet Inc. 0.04 Reduce 22.16% 11,610 $287.60 $3,339,000 $387.66 34.79% $161.64 $408.61
≡ ABBV - AbbVie Inc. 0.03 12,410 $217.49 $2,699,000 $213.76 -1.72% $174.56 $239.13
≡ COCXF - Lindt & Spruengli AG 0.03 15 $142133.33 $2,132,000 $142302.63 0.12% $108817.57 $142302.63
≡ AKBLF - Alk Abello A s 0.02 Add 42.86% 50,000 $31.18 $1,559,000 $38.89 24.73% $25.65 $38.89
≡ AXP - American Express 0.02 Reduce 46.67% 6,485 $302.54 $1,962,000 $309.31 2.24% $278.55 $385.41
≡ DLG.MI - De'Longhi SPA 0.02 Add 10.64% 39,000 $34.54 $1,347,000
≡ DVDCF - Davide Campari-Milano S.p.A. 0.02 Reduce 16.56% 202,013 $7.06 $1,427,000 $6.35 -10.06% $6.06 $7.98
≡ FLMNF - Fielmann Group Ag 0.02 Add 28.40% 33,000 $50.18 $1,656,000 $50.75 1.14% $50.75 $62.66
≡ FLUIF - Fluidra SA 0.02 Add 18.64% 70,000 $22.79 $1,595,000 $25.19 10.53% $23.76 $30.25
≡ KMROF - Kalmar Oyj B Share 0.02 Add 12.50% 27,000 $49.96 $1,349,000
≡ KNCRF - Konecranes Oyj 0.02 Add 184.55% 52,500 $32.19 $1,690,000 $31.76 -1.34% $24.10 $35.01
≡ LEVI - Levi Strauss & Co. 0.02 Add 73.34% 82,725 $18.50 $1,530,000 $20.78 12.32% $16.08 $24.34
≡ LRLCF - L'Oreal SA 0.02 3,705 $402.43 $1,491,000 $422.80 5.06% $374.08 $477.54
≡ LTSSF - Lotus Bakeries 0.02 115 $11226.09 $1,291,000 $12350.00 10.01% $9026.43 $12350.00
≡ MKC - McCormick & Co. 0.02 Reduce 5.13% 38,581 $50.44 $1,946,000 $47.25 -6.32% $44.82 $75.94
≡ MSFT - Microsoft Corp. 0.02 Reduce 4.35% 3,544 $370.20 $1,312,000 $417.42 12.76% $356.28 $552.24
≡ PEP - PepsiCo Inc. 0.02 Reduce 6.01% 9,205 $155.24 $1,429,000 $150.37 -3.14% $122.83 $169.96
≡ PG - Procter & Gamble 0.02 Reduce 22.78% 9,229 $144.44 $1,333,000 $141.30 -2.17% $135.63 $166.21
≡ PUIGF - Puig Brands SA B 0.02 68,000 $19.46 $1,323,000 $20.08 3.19% $16.55 $22.29
≡ RTLLF - Rational Ag 0.02 Add 125.64% 2,200 $716.82 $1,577,000 $775.22 8.15% $673.93 $859.22
≡ SSPPF - Ssp Group Plc 0.02 Add 6.06% 700,000 $2.31 $1,614,000 $2.16 -6.49% $1.69 $2.56
≡ VMC - Vulcan Materials 0.02 Reduce 8.20% 7,263 $272.34 $1,978,000 $259.46 -4.73% $252.07 $330.46
≡ WRBY - Warby Parker Inc. 0.02 Add 23.08% 80,000 $21.08 $1,686,000 $25.51 21.02% $14.96 $31.00
≡ AAPL - Apple Inc. 0.01 Add 1.65% 4,751 $253.84 $1,206,000 $298.97 17.78% $192.70 $303.20
≡ ABT - Abbott Labs 0.01 11,510 $102.69 $1,182,000 $88.82 -13.51% $81.97 $136.28
≡ CABJF - Carlsberg A/S 0.01 Reduce 57.25% 9,872 $123.89 $1,223,000 $129.38 4.43% $89.69 $137.80
≡ CVX - Chevron Corp. 0.01 Reduce 7.49% 2,470 $206.88 $511,000 $197.25 -4.65% $128.39 $212.76
≡ ECTXF - Electrolux Professional Ab B 0.01 Add 15.00% 230,000 $5.29 $1,217,000 $4.65 -12.10% $3.86 $5.94
≡ FBLA - Fb Bancorp Inc 0.01 50,000 $13.74 $687,000 $13.99 1.82% $10.71 $14.25
≡ FULT - Fulton Financial Corp. 0.01 Reduce 9.52% 48,950 $20.35 $996,000 $20.85 2.46% $16.21 $22.78
≡ GNRC - Generac Holdings Inc. 0.01 2,250 $195.11 $439,000 $243.97 25.04% $118.09 $276.80
≡ HINKF - Heineken NV 0.01 15,131 $76.40 $1,156,000 $77.77 1.79% $72.20 $94.75
≡ HMRZF - Hennes & Mauritz Ab B Shs 0.01 64,000 $18.39 $1,177,000 $16.85 -8.37% $10.86 $18.26
≡ HRI - HERC Holdings Inc. 0.01 6,450 $99.53 $642,000 $128.32 28.93% $88.45 $187.47
≡ HRL - Hormel Foods Corp. 0.01 Reduce 4.21% 19,000 $22.63 $430,000 $20.40 -9.85% $19.70 $30.34
≡ JBTM - JBT Marel Corp. 0.01 7,250 $127.86 $927,000 $125.10 -2.16% $110.74 $170.08
≡ KO - Coca Cola Co. 0.01 Reduce 4.51% 13,025 $76.08 $991,000 $81.92 7.68% $64.45 $82.66
≡ LAMR - Lamar Advertising Co. 0.01 Reduce 10.14% 5,368 $126.68 $680,000 $149.41 17.94% $107.35 $158.69
≡ LTGIF - Lt Group Inc 0.01 1,775,000 $0.24 $428,000
≡ NSRGF - Nestle Sa Reg 0.01 11,130 $97.57 $1,086,000 $100.84 3.35% $81.49 $104.86
≡ ORCL - Oracle Corp. 0.01 Add 3.60% 3,600 $147.22 $530,000 $181.46 23.26% $134.57 $343.01
≡ SWZ - Swiss Helvetia Fund Inc. 0.01 Reduce 33.23% 97,667 $5.93 $579,000 $5.96 0.51% $5.84 $6.43
≡ WFC - Wells Fargo 0.01 Reduce 6.45% 7,450 $79.60 $593,000 $74.55 -6.34% $70.35 $96.73
≡ WILLF - Demant A s 0.01 41,000 $29.90 $1,226,000 $36.95 23.58% $28.08 $43.78
≡ WMT - Walmart Inc. 0.01 Reduce 4.18% 9,740 $124.23 $1,210,000 $134.20 8.03% $92.66 $135.16
≡ YETI - YETI Holdings Inc. 0.01 24,000 $36.58 $878,000 $41.89 14.52% $28.98 $51.29
≡ ZLDSF - Zalando Se 0.01 28,000 $23.68 $663,000 $22.73 -4.01% $22.73 $34.99
≡ AMZN - Amazon.com Inc. 0.00 1,040 $208.65 $217,000 $259.34 24.29% $196.00 $278.56
≡ CAT - Caterpillar Inc. 0.00 Reduce 18.18% 450 $708.89 $319,000 $860.15 21.34% $332.64 $931.35
≡ CIR.MI - Cir SPA 0.00 251,250 $0.78 $196,000
≡ DIS - Walt Disney Co. 0.00 Add 0.28% 2,517 $96.54 $243,000 $102.29 5.96% $92.19 $123.85
≡ JNJ - Johnson & Johnson 0.00 Add 33.61% 1,304 $244.63 $319,000 $230.00 -5.98% $146.24 $251.71
≡ MCD - McDonald's Corp. 0.00 Add 4.64% 947 $310.45 $294,000 $280.80 -9.55% $271.98 $339.85
≡ MRK - Merck & Co. 0.00 Buy 2,141 $120.50 $258,000 $114.24 -5.20% $72.76 $124.22
≡ OUT - Outfront Media Inc. 0.00 Reduce 13.33% 13,588 $26.49 $360,000 $32.11 21.22% $14.60 $34.96
≡ PHJMF - Hanjaya Mandala Sampoerna 0.00 5,000,000 $0.04 $213,000 $0.05 25.00% $0.03 $0.08
≡ UNM - Unum Group 0.00 3,800 $73.16 $278,000 $82.23 12.40% $67.06 $83.46
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.

Sector % analysis

Financials 19.29

Consumer Staples 16.55

Technology 15.74

Consumer Discretionary 14.11

Consumer Goods 9.82

Services 9.50

Materials 4.98

Industrials 4.96

Health Care 2.74

Communication Services 1.77

Energy 0.40

Consumer Cyclical 0.09

Information Technology 0.03

Industrial Goods 0.03

Articles & Commentaries

12 May 2026 Tom Russo on Why the Best Investors Just Sit There
12 May 2026 Thomas Russo: Reinvest, Suffer, Compound — The Simple Formula Behind Decades of Outperformance
11 May 2026 Thomas Russo: Philip Morris, Nestlé & the Moral Complexity of Long-Term Investing
31 Dec 2025 Thomas Russo: Goal for Berkshire Hathaway will be to continue as if Warren Buffett never left
20 Nov 2025 Veteran investor Tom Russo says Warren Buffett has backed a winner with his Alphabet wager
05 Aug 2025 Interview with Tom Russo of Gardner Russo & Quinn
03 Nov 2022 Crushing The Market Over Four Decades with Thomas Russo
24 Sep 2022 Warren Buffett’s Enduring Influence is Explained by Successful Global Value Investor Tom Russo
08 Aug 2022 WealthTrack interview with Tom Russo
30 Nov 2021 Value Investing With Legends Podcast: Thomas Russo and the students of 5x5x5 Russo Student Investment Fund discussing their stock picks
25 May 2021 From Graham to Buffett and Beyond: Columbia Business School podcast interview featuring Thomas Russo and Mario Gabelli
22 Jun 2019 Tom Russo discusses Berkshire Hathaway
27 Feb 2018 Thomas Russo: Global Value Investing: Factors that I Most Fear and Examples From The Past
06 Dec 2017 Good investors must have the "capacity to suffer"
01 Sep 2017 Podcast: Tom Russo on Global Investing and Mental Models in a Changing World
15 Jul 2017 Thomas Russo on WealthTrack
04 Mar 2016 Thomas Russo on Bloomberg Radio
07 Oct 2015 Thomas Russo: Global Value Investing
23 May 2015 Tom Russo on WealthTrack
15 Aug 2014 Thomas Russo: Berkshire's Combs, Weschler Great Investors
12 May 2014 Thomas Russo on Berkshire's earnings (May 2)
04 Jan 2014 Tom Russo & Wally Weitz on WealthTrack
20 Sep 2013 Gardner, Russo and Gardner Partner Thomas Russo discusses the lessons he’s learned from Warren Buffett
19 Jun 2012 Thomas Russo on CNBC
14 Mar 2012 Video: Columbia Business School - Seminar in Value Investing
21 Aug 2011 Video: Tom Russo on Consuelo Mack WealthTrack
05 May 2010 Video: Best Value Stocks
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