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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)

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
Banking Services
Oil & Gas
Machinery, Tools, Heavy Vehicles, Trains & Ships
Insurance
Freight & Logistics Services
Professional & Commercial Services
Other

Holdings

2025Q2
2025Q2
2025Q1
2024Q4
2024Q3
2024Q2
2024Q1
2023Q4
2023Q3
2023Q2
No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Industry
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
Software & IT Services
2025-06-30
10.02%
-16.29K
$902.97M
$902.97M
5.09M
Software & IT Services
2025-06-30
9.85%
-143.31K
$887.58M
$887.58M
4.87M
Food & Tobacco
2025-06-30
8.06%
-16.08K
$726.26M
$726.26M
542.33K
Software & IT Services
2025-06-30
6
Compagnie Financiere Richemont Ord Shs (CH)
CFR
7.74%
-60.33K
$697.45M
$479.24M
3.73M
Textiles & Apparel
2025-06-30
7
Heineken Holding Ord Shs (NL)
HEIO
6.63%
+305.30K
$597.67M
--
8.74M
Beverages
2025-09-11
8
Nestle Adr Series B (US)
NSRGY
6.63%
-128.91K
$597.39M
--
6.01M
Food & Tobacco
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
Software & IT Services
2025-06-30
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