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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
85
$8.93B
79.98%
Latest2026Q2
Top BuysL31839134 (FR)
Top SellsGOOG (US)

Sector Allocation

Level 3 sector breakdown
Level 1 sector breakdown
Level 2 sector breakdown
Level 3 sector breakdown
Software & IT Services
Consumer Goods Conglomerates
Food & Tobacco
Professional & Commercial Services
Construction Materials
Beverages
Telecommunications Services
Oil & Gas
Machinery, Tools, Heavy Vehicles, Trains & Ships
Banking Services
Insurance
Other

Holdings

2026Q2
2026Q2
2026Q1
2025Q4
2025Q3
2025Q2
2025Q1
No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Industry
Report Date
Watchlist
12.07%
-302.26K
$1.08B
$1.08B
3.05M
Software & IT Services
2026-06-30
12.01%
-28.00
$1.07B
$1.07B
1.43K
Consumer Goods Conglomerates
2026-06-30
9.18%
-74.22K
$819.68M
$819.68M
4.53M
Food & Tobacco
2026-06-30
8.76%
-32.75K
$781.90M
$780.59M
1.52M
Software & IT Services
2026-06-30
5
Compagnie Financiere Richemont Ord Shs (CH) (CH)
H25662182
8.67%
-101.94K
$773.66M
--
3.35M
--
2026-06-30
6
Heineken Holding Ord Shs (NL) (NL)
N39338194
7.61%
-195.84K
$679.64M
--
8.91M
--
2026-06-30
7
Nestle Adr Series B (US) (US)
641069406
6.11%
-166.82K
$545.79M
--
5.31M
--
2026-06-30
6.05%
-31.07K
$540.10M
$540.10M
1.08M
Consumer Goods Conglomerates
2026-06-30
4.94%
-151.31K
$441.22M
$434.91M
5.90M
Professional & Commercial Services
2026-06-30
4.57%
+99.42K
$407.70M
$407.70M
5.71M
Software & IT Services
2026-06-30
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