Superinvestors / Gardner Russo & Quinn
Tom Russo
Gardner Russo & Quinn
Global consumer brands; 'capacity to suffer'
$8.50B 13F value
86 positions · as of 2026-03-31 · filed 2026-05-13
This quarter
4 new5 exited21 added39 trimmed
Positions held steady are not reported as moves, so they are absent from these counts.
Largest positions
By weight · every resolvable issuer links to its company page · tags are this quarter's reported move
| Ticker | Issuer | % of portfolio | Value |
|---|---|---|---|
| BRK/A | BERKSHIRE HATHAWAY INC DELDECREASED -1.9% | 12.34% | $1.05B |
| GOOG | ALPHABET INCDECREASED -14.8% | 11.31% | $961.08M |
| MA | MASTERCARD INCORPORATEDDECREASED -1.9% | 9.15% | $777.04M |
| PM | PHILIP MORRIS INTL INCDECREASED -2.0% | 8.96% | $761.40M |
| HKHHF | HEINEKEN HOLDING NV ORDDECREASED -1.1% | 7.57% | $643.36M |
Showing 5 of 86
Values are as disclosed on this manager’s own 13F for its own quarter. 13F covers US-listed long equity only, so this is not the manager’s entire portfolio.
See all 86 positions
Tom Russo's full reported portfolio with every weight, and the complete list of what they bought, sold and trimmed last quarter — free with an account, no card required.
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