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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
124
$8.97B
76.03%
Latest2025Q3
Top BuysSUNB (US)
Top SellsAHT ()

Sector Allocation

Level 3 sector breakdown
Level 1 sector breakdown
Level 2 sector breakdown
Level 3 sector breakdown
Software & IT Services
Food & Tobacco
Textiles & Apparel
Construction Materials
Investment Holding Companies
Beverages
Banking Services
Oil & Gas
Machinery, Tools, Heavy Vehicles, Trains & Ships
Insurance
Freight & Logistics Services
Other

Holdings

2026Q1
2026Q1
2025Q4
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
Watchlist
17.61%
-38.00
$1.58B
$1.58B
2.20K
--
2026-03-31
10.77%
-584.17K
$966.76M
$714.97M
2.49M
Software & IT Services
2026-03-31
8.65%
-30.86K
$775.71M
$782.95M
1.57M
Software & IT Services
2026-03-31
8.49%
-92.44K
$761.40M
$691.55M
4.18M
Food & Tobacco
2026-03-31
5
Compagnie Financiere Richemont Unsponsored Switzerland ADR (US)
CFRUY
6.79%
-548.18K
$609.14M
--
28.99M
Textiles & Apparel
2026-03-31
6.01%
+605.90K
$539.47M
$593.82M
6.18M
Software & IT Services
2026-03-31
4.69%
-11.20K
$421.15M
$431.63M
733.21K
Construction Materials
2026-03-31
4.40%
-44.45K
$394.92M
$325.22M
5.00M
Investment Holding Companies
2026-03-31
4.15%
+28.34K
$372.12M
$378.43M
5.26M
Software & IT Services
2026-03-31
1.68%
+70.73K
$150.33M
$143.24M
953.99K
Software & IT Services
2026-03-31
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