Gardner Russo & Quinn LLC, under direction of Tom Russo has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $7.24 Billion distributed in 85 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $1.16B, Alphabet Inc. with a value of $1.13B, Mastercard Inc with a value of $922M, Philip Morris International Inc. with a value of $756M, and Netflix Inc with a value of $617M.
Examining the 13F form we can see an decrease of $55.2M in the current position value, from $7.3B to 7.24B.
Below you can find more details about Tom Russo portfolio as well as his latest detailed transactions.
Portfolio value
$7.24 Billion
Financial Services: $2.91 Billion
Communication Services: $2.08 Billion
Consumer Defensive: $1.31 Billion
Technology: $466 Million
Basic Materials: $436 Million
Energy: $22 Million
Industrials: $11.5 Million
Healthcare: $6.1 Million
Other: $4.08 Million
Stock Holdings Table Market Cap. of $200 Billions or more
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.