Gardner Russo & Quinn LLC, under direction of Tom Russo has filed its 13F form on February 13, 2024 for Q4 2023 where it was disclosed a total value porftolio of $7.34 Billion distributed in 82 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $1.31B, Alphabet Inc. with a value of $1.09B, Mastercard Inc with a value of $982M, Nestle S.A.Spon Adr(Rep Reg Sh with a value of $887M, and Philip Morris International Inc. with a value of $572M.

Examining the 13F form we can see an increase of $441M in the current position value, from $6.9B to 7.34B.

Below you can find more details about Tom Russo portfolio as well as his latest detailed transactions.

Portfolio value $7.34 Billion
Financial Services: $3.34 Billion
Communication Services: $1.79 Billion
Consumer Defensive: $1.5 Billion
Basic Materials: $483 Million
Technology: $194 Million
Energy: $19.4 Million
Industrials: $10.4 Million
Healthcare: $3.88 Million
Other: $3.38 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Tom Russo

Tom Russo

Tom Russo is a partner at Gardner Russo & Quinn, an investment firm that focuses on long-term value investing. Russo has a reputation as a skilled investor and has been involved in a number of successful investments over the course of his career.
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Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $7.34 Billion
  • Prior Value $6.9 Billion
  • Filing
  • Period Q4 2023
  • Filing Date February 13, 2024
  • Form Type 13F-HR
  • Activity in Q4 2023
  • New Purchases 1 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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