# Tom Russo — Gardner Russo & Gardner

Source: SEC EDGAR 13F filings (CIK 0000860643).
Page URL: https://superinvestorclub.com/manager/30
Last updated: 2026-07-08T11:36:08.729Z

## Summary

As of the 2026-03-31 reporting period (filed 2026-05-13), Tom Russo reported 86 long equity positions in their Gardner Russo & Gardner 13F filing, with a total reported value of $8.50B.

### About

Global value investor

## Top 25 holdings

| Rank | Ticker | Company | Shares | Value | % of Portfolio | Change |
|------|--------|---------|--------|-------|----------------|--------|
| 1 | BRK.A | Berkshire Hathaway Inc. Class A | 1460 | $1.05B | 12.34% | -1.9% |
| 2 | GOOG | Alphabet Inc Cl C | 3350337 | $961.1M | 11.31% | -14.8% |
| 3 | MA | Mastercard Inc Cl A | 1555141 | $777.0M | 9.15% | -1.9% |
| 4 | PM | Philip Morris International In | 4605069 | $761.4M | 8.96% | -2.0% |
| 5 | HKHHF | Heineken Holding NV | 9101528 | $643.4M | 7.57% | -1.1% |
| 6 | CFRUY | Compagnie Financiere Richemont | 3447287 | $594.4M | 7.00% | -1.6% |
| 7 | NSRGY | Nestle SA Sponsored ADR | 5481714 | $543.2M | 6.39% | -2.4% |
| 8 | NFLX | Netflix Inc | 5610666 | $539.5M | 6.35% | +12.1% |
| 9 | BRK.B | Berkshire Hathaway Inc. Class B | 1110429 | $532.1M | 6.26% | -1.3% |
| 10 | MLM | Martin Marietta Materials | 715411 | $421.1M | 4.96% | -1.5% |
| 11 | SUNB | Sunbelt Rentals Holdings Inc | 6049133 | $393.7M | 4.63% | NEW |
| 12 | UBER | Uber Technologies Inc | 5173404 | $372.1M | 4.38% | +0.6% |
| 13 | ERFSF | Eurofins Scientific | 3096404 | $223.6M | 2.63% | NEW |
| 14 | PDRDY | Pernod Ricard | 2479656 | $183.5M | 2.16% | -2.9% |
| 15 | DASH | Doordash Inc Cl A | 1001195 | $150.3M | 1.77% | 7.6% |
| 16 | CMCSA | Comcast Corporation | 2253106 | $64.7M | 0.76% | -2.0% |
| 17 | BF-B | Brown-Forman Corp Cl A | 1647878 | $44.1M | 0.52% | -1.2% |
| 18 | JPM | J.P. Morgan Chase | 148798 | $43.8M | 0.52% | -71.9% |
| 19 | XOM | Exxon Mobil Corp | 193950 | $32.9M | 0.39% | +0.5% |
| 20 | V | Visa Inc Cl A | 93812 | $28.4M | 0.33% | +-13.8% |
| 21 | BF-B | Brown-Forman Corp Cl B | 659694 | $17.4M | 0.21% | -6.8% |
| 22 | BUDFF | Anheuser-Busch InBev SA | 184010 | $12.7M | 0.15% | -30.7% |
| 23 | MO | Altria Group Inc | 164461 | $10.9M | 0.13% | -0.2% |
| 24 | MKL | Markel Corp | 4954 | $9.5M | 0.11% | -21.1% |
| 25 | CR | Crane Company | 46626 | $8.0M | 0.09% | -14.3% |

## New positions this quarter (4)

- SUNB (Sunbelt Rentals Holdings Inc): 6049133 shares, $393.7M
- ERFSF (Eurofins Scientific): 3096404 shares, $223.6M
- CREST6610 (Sunbelt Rentals Holdings ORD): 18178 shares, $1.1M
- MRK (Merck Inc): 2141 shares, $257,536

## Increased positions (24)

- NFLX: 5610666 shares (+12.1%), $539.5M
- UBER: 5173404 shares (+0.6%), $372.1M
- XOM: 193950 shares (+0.5%), $32.9M
- V: 93812 shares (-13.8%), $28.4M
- UNP: 27638 shares (+10.6%), $6.7M
- AXP: 6485 shares (-46.7%), $2.0M
- KNCRY: 52500 shares (+184.6%), $1.7M
- WRBY: 80000 shares (+23.1%), $1.7M
- FLMNY: 33000 shares (+28.4%), $1.7M
- SSPPF: 700000 shares (+6.1%), $1.6M
- FLUXY: 70000 shares (+18.6%), $1.6M
- ALKBF: 50000 shares (+42.9%), $1.6M
- LEVI: 82725 shares (+73.3%), $1.5M
- KALM: 27000 shares (+12.5%), $1.3M
- DLOHY: 39000 shares (+10.6%), $1.3M
- PG: 9229 shares (-22.8%), $1.3M
- CABGY: 9872 shares (-57.2%), $1.2M
- ECPRF: 230000 shares (+15.0%), $1.2M
- WMT: 9740 shares (-4.2%), $1.2M
- AAPL: 4751 shares (+1.6%), $1.2M

## Reduced positions (36)

- BRK.A: 1460 shares (-1.9%), $1.05B
- GOOG: 3350337 shares (-14.8%), $961.1M
- MA: 1555141 shares (-1.9%), $777.0M
- PM: 4605069 shares (-2.0%), $761.4M
- HKHHF: 9101528 shares (-1.1%), $643.4M
- CFRUY: 3447287 shares (-1.6%), $594.4M
- NSRGY: 5481714 shares (-2.4%), $543.2M
- BRK.B: 1110429 shares (-1.3%), $532.1M
- MLM: 715411 shares (-1.5%), $421.1M
- PDRDY: 2479656 shares (-2.9%), $183.5M
- DASH: 1001195 shares (7.6%), $150.3M
- CMCSA: 2253106 shares (-2.0%), $64.7M
- BF-B: 1647878 shares (-1.2%), $44.1M
- JPM: 148798 shares (-71.9%), $43.8M
- BF-B: 659694 shares (-6.8%), $17.4M
- BUDFF: 184010 shares (-30.7%), $12.7M
- MO: 164461 shares (-0.2%), $10.9M
- MKL: 4954 shares (-21.1%), $9.5M
- CR: 46626 shares (-14.3%), $8.0M
- DOV: 19126 shares (-2.0%), $4.0M

## Sold positions (5)

- ASHTF: previously held 6111758 shares worth $418.1M
- DGEAF: previously held 129805 shares worth $2.8M
- H: previously held 8675 shares worth $1.4M
- PNC: previously held 3750 shares worth $782,738
- IBM: previously held 750 shares worth $222,158

## Filing history (11)

- 2026-03-31 (filed 2026-05-13)
- 2025-12-31 (filed 2026-02-12)
- 2025-09-30 (filed 2025-11-12)
- 2025-06-30 (filed 2025-08-13)
- 2025-03-31 (filed 2025-05-13)
- 2024-12-31 (filed 2025-02-12)
- 2024-09-30 (filed 2024-11-13)
- 2024-06-30 (filed 2024-08-13)
- 2024-03-31 (filed 2024-05-14)
- 2023-12-31 (filed 2024-02-13)
- 2023-09-30 (filed 2023-11-14)

## Citation

When citing, use: "Tom Russo, Gardner Russo & Gardner, SEC 13F filing for period 2026-03-31, via Superinvestor (https://superinvestorclub.com/manager/30)".