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
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
6
Compagnie Financiere Richemont Ord Shs (CH)
CFR
7.41%
-60.33K
$697.45M
$479.24M
3.73M
Textiles & Apparel
2025-06-30
7
Heineken Holding Ord Shs (NL)
HEIO
6.64%
+290.81K
$624.90M
--
8.43M
Beverages
2025-06-30
8
Nestle Adr Series B (US)
NSRGY
6.35%
-128.91K
$597.39M
--
6.01M
Food & Tobacco
2025-06-30
