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 (2025Q2)
Previous (2025Q1)
Change
Mkt Value (report date)
9.41B
8.92B
+5.42%
Shares Held
111
109
+1.83%
Buys
13
10
+30.00%
Sells
49
43
+13.95%
Sector Allocation
No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Report Date
6
Compagnie Financiere Richemont Ord Shs (CH)
CFR
7.41%
-60.33K
$697.45M
$479.24M
3.73M
2025-06-30
7
Heineken Holding Ord Shs (NL)
HEIO
6.64%
+290.81K
$624.90M
--
8.43M
2025-06-30
8
Nestle Adr Series B (US)
NSRGY
6.35%
-128.91K
$597.39M
--
6.01M
2025-06-30
Latest Trades
No.
Name
Action
Shares Traded
% Change
Shares Held
Mkt Value (Date)
Report Date
Ashtead Group Ord Shs (GB)
AHT
Buy
+5.74M
+49.70%
5.81M
$372.06M
2025-06-30
4
Deliveroo Ord Shs (GB)
ROO
New
+390.00K
+50.00%
390.00K
$940.80K
2025-06-30
5
Heineken Holding Ord Shs (NL)
HEIO
Buy
+290.81K
+3.30%
8.43M
$624.90M
2025-06-30
9
Nestle Adr Series B (US)
NSRGY
Sell
-128.91K
-2.00%
6.01M
$597.39M
2025-06-30
10
Compagnie Financiere Richemont Ord Shs (CH)
CFR
Sell
-60.33K
-1.50%
3.73M
$697.45M
2025-06-30
