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.
Latest Changes
Indicators
Latest (2025Q3)
Previous (2025Q2)
Change
Mkt Value (report date)
9.69B
9.33B
+3.88%
Shares Held
119
114
+4.39%
Buys
17
12
+41.67%
Sells
32
40
-20.00%
Sector Allocation
No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Report Date
Watchlist
4
Compagnie Financiere Richemont Ord Shs (CH)
CFR
7.89%
-101.89K
$763.87M
$443.96M
3.50M
2025-12-31
6
Heineken Holding Ord Shs (NL)
HEIO
6.96%
-85.63K
$674.34M
--
9.20M
2025-12-31
8
Nestle Adr Series B (US)
NSRGY
5.73%
-161.50K
$554.86M
--
5.62M
2025-12-31
Latest Trades
No.
Name
Action
Shares Traded
% Change
Shares Held
Mkt Value (Date)
Report Date
Watchlist
Ashtead Group Ord Shs (GB)
AHT
Buy
+534.68K
+8.00%
6.11M
$418.58M
2025-12-31
Ashtead Group Ord Shs ()
AHT
Buy
+534.68K
+8.00%
6.11M
$418.58M
2025-12-31
5
Deliveroo Ord Shs (GB)
ROO
Exit
-390.00K
-100.00%
0.00
$0.00
2025-12-31
7
Nestle Adr Series B (US)
NSRGY
Sell
-161.50K
-2.70%
5.62M
$554.86M
2025-12-31
8
Pernod Ricard Ord Shs (FR)
PERP
Sell
-146.76K
-5.40%
2.55M
$219.29M
2025-12-31
