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Tom Russo

Gardner Russo & Quinn LLC

Value investor known for his expertise in global consumer brands and his focus on long-term investments in high-quality businesses with strong competitive advantages.

Shares Held
Asset Size
% Top 10
112
$9.01B
83.85%
Latest2025Q2
Top BuysUBER (US)
Top SellsAHT (GB)

Latest Changes

Indicators
Latest (2025Q2)
Previous (2025Q1)
Change
Mkt Value (report date)
9.01B
8.92B
+1.00%
Shares Held
112
109
+2.75%
Buys
12
10
+20.00%
Sells
50
43
+16.28%

Sector Allocation

No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Report Date
13.13%
-33.00
$1.18B
$1.18B
1.62K
2025-06-30
10.49%
-33.32K
$945.77M
$945.77M
1.68M
2025-06-30
10.02%
-16.29K
$902.97M
$902.97M
5.09M
2025-06-30
9.85%
-143.31K
$887.58M
$887.58M
4.87M
2025-06-30
8.06%
-16.08K
$726.26M
$726.26M
542.33K
2025-06-30
6
Compagnie Financiere Richemont Ord Shs (CH)
CFR
7.74%
-60.33K
$697.45M
$479.24M
3.73M
2025-06-30
7
Heineken Holding Ord Shs (NL)
HEIO
6.63%
+305.30K
$597.67M
--
8.74M
2025-09-11
8
Nestle Adr Series B (US)
NSRGY
6.63%
-128.91K
$597.39M
--
6.01M
2025-06-30
6.22%
-26.04K
$560.85M
$560.85M
1.15M
2025-06-30
5.07%
+465.05K
$456.86M
$456.86M
4.90M
2025-06-30

Latest Trades

No.
Name
Action
Shares Traded
% Change
Shares Held
Mkt Value (Date)
Report Date
Heineken Holding Ord Shs (NL)
HEIO
Buy
+305.30K
+3.30%
8.74M
$597.67M
2025-09-11
Ashtead Group Ord Shs (GB)
AHT
Sell
-5.74M
-98.80%
66.07K
$4.44M
2025-07-23
Sell
-469.65K
-45.00%
573.70K
$166.32M
2025-06-30
Buy
+465.05K
+8.60%
4.90M
$456.86M
2025-06-30
5
Deliveroo Ord Shs (GB)
ROO
New
+390.00K
+50.00%
390.00K
$940.80K
2025-06-30
6
Deliveroo Ord Shs (GB)
ROO
New
+390.00K
+50.00%
390.00K
$940.80K
2025-06-30
Buy
+173.09K
+15.10%
966.76K
$238.32M
2025-06-30
Sell
-143.31K
-2.80%
4.87M
$887.58M
2025-06-30
Buy
+140.83K
+24.40%
434.24K
$2.75M
2025-06-30
10
Nestle Adr Series B (US)
NSRGY
Sell
-128.91K
-2.00%
6.01M
$597.39M
2025-06-30

Holding Performance

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