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Tom Russo13F | |
| Gardner Russo & Quinn LLC | |
| Last update 2026-05-13 | 85 Stocks (3 new) |
| Value $8.49 Bil | Turnover 8 % |
Tom Russo Profile
Thomas A. Russo joined Gardner Investments as a partner in 1989. In 2014, Mr. Russo became the Managing Member of the firm. Mr. Russo serves as Managing Member of Gardner Russo & Quinn LLC and of Semper Vic Partners GP, LP, which oversees two "global value," long-only, equity investment partnerships, the first of which Mr. Russo founded in 1983. Mr. Russo oversees more than $8 billion distributed between Semper Vic partnerships and separate accounts managed in parallel fashion.
Tom Russo Investing Philosophy
His investment philosophy emphasizes return on invested capital, principally through equity investments. His approach to stock selection stresses two main points: value and price. He looks for companies with strong cash-flow characteristics, where large amounts of "free" cash flow are generated. Portfolio companies tend to have strong balance sheets and a history of producing high rates of return on their assets.
Tom Russo Top Holdings of 2026-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.A | Berkshire Hathaway Inc | 1,460 | 1,048,484.4 | -1.88% | 12.340 | -0.23% | 0.100 | +3.34% | -1.32% | 1,071,418.1 | Insurance | |
GOOG | Alphabet Inc | 3,350,337 | 961,077.7 | -14.78% | 11.310 | -1.97% | 0.030 | +9.92% | +11.90% | 4,291,409.7 | Interactive Media | |
MA | Mastercard Inc | 1,555,141 | 777,041.8 | -1.95% | 9.150 | -0.19% | 0.180 | +5.73% | -4.65% | 478,610.9 | Credit Services | |
PM | Philip Morris International Inc | 4,605,069 | 761,402.1 | -1.97% | 8.960 | -0.16% | 0.300 | +13.91% | +14.26% | 280,789.8 | Tobacco Products | |
HKHHF | Heineken Holding NV | 9,101,528 | 643,364.0 | -1.07% | 7.570 | -0.08% | 3.290 | +6.96% | +11.83% | 21,708.2 | Beverages - Alcoholic | |
CFRHF | Compagnie Financiere Richemont SA | 3,447,287 | 594,389.4 | -1.57% | 7.000 | -0.13% | 0.590 | +18.80% | +4.44% | 133,789.6 | Retail - Cyclical | |
NSRGY | Nestle SA | 5,481,714 | 543,237.9 | -2.41% | 6.390 | -0.14% | 0.210 | +8.18% | +8.88% | 265,890.4 | Consumer Packaged Goods | |
NFLX | Netflix Inc | 5,610,666 | 539,465.5 | +12.11% | 6.350 | +0.69% | 0.130 | -30.86% | -21.63% | 309,409.5 | Media - Diversified | |
BRK.B | Berkshire Hathaway Inc | 1,110,429 | 532,117.6 | -1.33% | 6.260 | -0.08% | 0.050 | +3.47% | -1.15% | 1,071,418.1 | Insurance | |
MLM | Martin Marietta Materials Inc | 715,411 | 421,148.0 | -1.54% | 4.960 | -0.08% | 1.190 | -8.54% | -7.23% | 34,594.5 | Building Materials |
Tom Russo's Historical Top Holdings Breakdowns
Tom Russo's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SUNB | Sunbelt Rentals Holdings Inc | 2026-03-31 | New Buy New Buy | +4.63% | 63.31 ($70.19) 75.52 | $73.82 | 5.17% | New holding | 6,049,133 | 6,049,133 | |
ASHTF | Sunbelt Rentals Holdings Inc | 2026-03-31 | Sold Out Sold Out | -4.51% | 63.55 ($70.07) 74.14 | $70.01 | -0.09% | Sold Out | 0 | -6,111,758 | |
ERFSF | Eurofins Scientific SE | 2026-03-31 | New Buy New Buy | +2.63% | 69.19 ($78.42) 85.77 | $76.45 | -2.51% | New holding | 3,096,404 | 3,096,404 | |
GOOG | Alphabet Inc | 2026-03-31 | Reduce Reduce | -1.97% | 273.14 ($314.16) 344.9 | $350.67 | 11.62% | Reduce -14.78% | 3,350,337 | -580,860 | |
JPM | JPMorgan Chase & Co | 2026-03-31 | Reduce Reduce | -1.32% | 282.84 ($303.48) 334.61 | $343.41 | 13.16% | Reduce -71.86% | 148,798 | -380,019 | |
NFLX | Netflix Inc | 2026-03-31 | Add Add | +0.69% | 75.86 ($88.11) 99.17 | $73.48 | -16.60% | Add 12.11% | 5,610,666 | 605,901 | |
BRK.A | Berkshire Hathaway Inc | 2026-03-31 | Reduce Reduce | -0.23% | 703700 ($736359) 762570 | $744,850.02 | 1.15% | Reduce -1.88% | 1,460 | -28 | |
MA | Mastercard Inc | 2026-03-31 | Reduce Reduce | -0.19% | 484.24 ($526.66) 580.34 | $541.67 | 2.85% | Reduce -1.95% | 1,555,141 | -30,858 | |
PM | Philip Morris International Inc | 2026-03-31 | Reduce Reduce | -0.16% | 155.15 ($173.77) 189.8 | $180.16 | 3.68% | Reduce -1.97% | 4,605,069 | -92,439 | |
NSRGY | Nestle SA | 2026-03-31 | Reduce Reduce | -0.14% | 92.26 ($99.22) 109.04 | $103.37 | 4.18% | Reduce -2.41% | 5,481,714 | -135,448 |
Tom Russo Total Holding History ($B)
Tom Russo's Asset Allocation
Tom Russo Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Tom Russo's Hypothetical Growth since 2026-03-31
Tom Russo's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
Tom Russo's Holdings Heat Map
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Tom Russo's Holdings Bubble Chart
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