Gardner Russo & Quinn LLC, under direction of Tom Russo has filed its 13F form on May 14, 2024 for Q1 2024 where it was disclosed a total value porftolio of $7.33 Billion distributed in 81 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $1.35B, Alphabet Inc. with a value of $1.08B, Mastercard Inc with a value of $1.01B, Nestle S.A.Spon Adr(Rep Reg Sh with a value of $770M, and Berkshire Hathaway Inc Class B with a value of $616M.

Examining the 13F form we can see an decrease of $15.8M in the current position value, from $7.34B to 7.33B.

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

Portfolio value $7.33 Billion
Financial Services: $3.47 Billion
Communication Services: $1.75 Billion
Consumer Defensive: $1.31 Billion
Basic Materials: $497 Million
Technology: $258 Million
Energy: $21.9 Million
Industrials: $10.6 Million
Healthcare: $4.06 Million
Other: $3.6 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 81
  • Current Value $7.33 Billion
  • Prior Value $7.34 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 14, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 2 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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