Gardner Russo & Quinn LLC, under direction of Tom Russo has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $6.95 Billion distributed in 68 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $1.27B, Alphabet Inc. with a value of $1.07B, Mastercard Inc with a value of $992M, Philip Morris International Inc. with a value of $625M, and Berkshire Hathaway Inc Class B with a value of $583M.

Examining the 13F form we can see an decrease of $381M in the current position value, from $7.33B to 6.95B.

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

Portfolio value $6.95 Billion
Financial Services: $3.25 Billion
Communication Services: $1.86 Billion
Consumer Defensive: $1.17 Billion
Basic Materials: $371 Million
Technology: $255 Million
Energy: $21 Million
Industrials: $9.81 Million
Healthcare: $3.8 Million
Other: $1.12 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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 68
  • Current Value $6.95 Billion
  • Prior Value $7.33 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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