Gardner Russo & Quinn LLC, under direction of Tom Russo has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $7.13 Billion distributed in 77 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $1.29B, Alphabet Inc. with a value of $1.14B, Mastercard Inc with a value of $907M, Nestle S.A.Spon Adr(Rep Reg Sh with a value of $744M, and Berkshire Hathaway Inc Class B with a value of $566M.

Examining the 13F form we can see an decrease of $198M in the current position value, from $7.33B to 7.13B.

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

Portfolio value $7.13 Billion
Financial Services: $3.2 Billion
Communication Services: $1.87 Billion
Consumer Defensive: $1.33 Billion
Basic Materials: $425 Million
Technology: $269 Million
Energy: $21.7 Million
Industrials: $10.3 Million
Healthcare: $3.77 Million
Other: $2.81 Million

Stock Holdings Table Market Cap. of Under $50 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 77
  • Current Value $7.13 Billion
  • Prior Value $7.33 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 2 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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