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 Market Cap. of $10 Billions to $200 Billions
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.