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.
Sector Allocation
Level 3 sector breakdown
Level 1 sector breakdown
Level 2 sector breakdown
Level 3 sector breakdown
Software & IT Services
Food & Tobacco
Beverages
Textiles & Apparel
Construction Materials
Professional & Commercial Services
Banking Services
Oil & Gas
Machinery, Tools, Heavy Vehicles, Trains & Ships
Insurance
Freight & Logistics Services
Other
Holdings
2025Q3
2025Q3
2025Q2
2025Q1
2024Q4
2024Q3
2024Q2
2024Q1
2023Q4
2023Q3
2023Q2
No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Industry
Report Date
5
Compagnie Financiere Richemont Ord Shs (CH)
CFR
7.35%
-124.32K
$685.18M
$456.88M
3.60M
Textiles & Apparel
2025-09-30
6
Heineken Holding Ord Shs (NL)
HEIO
6.81%
+855.26K
$635.30M
--
9.29M
Beverages
2025-09-30
9
Nestle Adr Series B (US)
NSRGY
5.69%
-236.17K
$530.31M
--
5.78M
Food & Tobacco
2025-09-30
