Tom Russo — Recent Buys
Gardner Russo & Gardner · New and increased positions in the Q2 '26 13F filing.
Filed August 13, 2026 · Last updated
Tom Russo opened 1 new positions and increased 11 existing holdings in the Q2 '26 filing — a combined buy footprint of $989.6M. Largest new position: Exxon Mobil Corp at $24.8M.
New positions (1)
| Ticker | Company | Shares | Value | % Portfolio |
|---|---|---|---|---|
| 4XOM | Exxon Mobil Corp | 181200 | $24.8M | 0.28% |
Increased positions (11)
| Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|
| NFLX | Netflix Inc | 5710088 | $407.7M | 4.57% | +1.8% |
| ERFSF | Eurofins Scientific | 4094034 | $320.9M | 3.60% | +32.2% |
| DASH | Doordash Inc Cl A | 1186104 | $218.9M | 2.45% | +18.5% |
| JPM | J.P. Morgan Chase | 24719 | $8.1M | 0.09% | +-83.4% |
| LEVI | Levi Strauss & Co Cl A | 83725 | $2.1M | 0.02% | +1.2% |
| ALKBF | ALK Abello A/S | 53000 | $2.0M | 0.02% | +6.0% |
| DLOHY | De'Longhi | 42700 | $1.8M | 0.02% | +9.5% |
| MSFT | Microsoft Corp | 3584 | $1.3M | 0.01% | +1.1% |
| KALM | Kalmar Oyj B | 27500 | $1.2M | 0.01% | +1.9% |
| WFC | Wells Fargo | 7451 | $616K | 0.01% | +0.0% |
| AMZN | Amazon.com Inc | 936 | $223K | 0.00% | +-10.0% |