What Tom Russo Bought in Q1 2025
Gardner Russo & Gardner · Quarterly 13F recap as filed with the SEC.
Period: 2025-03-31 · Filed · Historical
$8.92B
Total Value
86
Holdings
20
New Buys
42
Reduced
In Q1 2025, Tom Russo reported 86 long equity positions worth $8.92B in their Gardner Russo & Gardner 13F filing, including 20 new positions (largest: Konecranes at $1.5M) and 11 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | BRK.A | Berkshire Hathaway Inc. Class A | 1657 | $1.32B | 14.83% | -11.3% |
| 2 | MA | Mastercard Inc Cl A | 1716374 | $940.8M | 10.55% | -8.9% |
| 3 | GOOG | Alphabet Inc Cl C | 5106605 | $797.8M | 8.94% | -9.4% |
| 4 | PM | Philip Morris International In | 5016631 | $796.3M | 8.93% | -3.3% |
| 5 | CFRHF | Compagnie Financiere Richemont | 3788649 | $655.0M | 7.34% | -10.3% |
| 6 | BRK.B | Berkshire Hathaway Inc. Class B | 1180608 | $628.8M | 7.05% | -8.3% |
| 7 | NSRGY | Nestle SA Sponsored ADR | 6143739 | $621.6M | 6.97% | -2.9% |
| 8 | HKHHF | Heineken Holding NV | 8139838 | $588.2M | 6.59% | +3.6% |
| 9 | NFLX | Netflix Inc | 558412 | $520.7M | 5.84% | -11.8% |
| 10 | MLM | Martin Marietta Materials | 714252 | $341.5M | 3.83% | +1.0% |
| 11 | UBER | Uber Technologies Inc | 4431675 | $322.9M | 3.62% | +6.8% |
| 12 | ASHTF | Ashtead Group PLC | 5514309 | $295.1M | 3.31% | +16.9% |
| 13 | PDRDY | Pernod Ricard | 2882247 | $284.1M | 3.19% | -5.1% |
| 14 | JPM | J.P. Morgan Chase | 1043354 | $255.9M | 2.87% | -17.3% |
| 15 | DASH | Doordash Inc Cl A | 793665 | $145.1M | 1.63% | +18.4% |
| 16 | CMCSA | Comcast Corporation | 2616811 | $96.6M | 1.08% | -6.0% |
| 17 | BF-B | Brown-Forman Corp Cl A | 1870922 | $62.6M | 0.70% | -7.1% |
| 18 | V | Visa Inc Cl A | 130701 | $45.8M | 0.51% | -36.1% |
| 19 | BF-B | Brown-Forman Corp Cl B | 820796 | $27.9M | 0.31% | -2.3% |
| 20 | XOM | Exxon Mobil Corp | 189469 | $22.5M | 0.25% | +0.3% |
| 21 | BUDFF | Anheuser-Busch InBev SA | 338650 | $20.8M | 0.23% | -10.4% |
| 22 | MKL | Markel Corp | 8276 | $15.5M | 0.17% | -4.0% |
| 23 | MO | Altria Group Inc | 246648 | $14.8M | 0.17% | -8.6% |
| 24 | CR | Crane Company | 60305 | $9.2M | 0.10% | -0.7% |
| 25 | UNP | Union Pac Corp | 24588 | $5.8M | 0.07% | +0.2% |
| 26 | WFC | Wells Fargo | 62901 | $4.5M | 0.05% | +-67.5% |
| 27 | COST | Costco Whsl Corp | 4637 | $4.4M | 0.05% | -14.1% |
| 28 | VMC | Vulcan Materials | 18737 | $4.4M | 0.05% | -11.5% |
| 29 | DOV | Dover Corp | 21951 | $3.9M | 0.04% | -2.2% |
| 30 | AXP | American Express | 13658 | $3.7M | 0.04% | -7.8% |
| 31 | MKC | McCormick Inc | 42626 | $3.5M | 0.04% | -0.3% |
| 32 | SWZ | Swiss Helvetia FD Inc | 293403 | $2.7M | 0.03% | +1.6% |
| 33 | ABBV | AbbVie Inc | 12410 | $2.6M | 0.03% | — |
| 34 | GOOGL | Alphabet Inc Cl A | 15611 | $2.4M | 0.03% | -23.7% |
| 35 | LISNY | Lindt & Spruengli AG - Reg | 16 | $2.1M | 0.02% | — |
| 36 | PG | Procter & Gamble | 11000 | $1.9M | 0.02% | -53.7% |
| 37 | MSFT | Microsoft Corp | 4620 | $1.7M | 0.02% | -6.8% |
| 38 | PEP | Pepsico Inc | 10979 | $1.6M | 0.02% | -4.8% |
| 39 | ABT | Abbott Labs | 11510 | $1.5M | 0.02% | — |
| 40 | LRLCY | Loreal SA | 4086 | $1.5M | 0.02% | -28.5% |
| 41 | KNCRY | Konecranes | 23650 | $1.5M | 0.02% | NEW |
| 42 | H | Hyatt Hotels Corp Cl A | 11675 | $1.4M | 0.02% | NEW |
| 43 | HRL | Hormel Foods Corp | 46081 | $1.4M | 0.02% | -8.5% |
| 44 | DVDCY | Davide Campari-Milano NV | 235151 | $1.4M | 0.02% | -59.4% |
| 45 | DEMNY | Demant A/S | 40250 | $1.3M | 0.02% | NEW |
| 46 | CABGY | Carlsberg B A/S | 10307 | $1.3M | 0.01% | -43.2% |
| 47 | HRI | Herc Holdings Inc | 9450 | $1.3M | 0.01% | NEW |
| 48 | FULT | Fulton Finl Corp | 69700 | $1.3M | 0.01% | -6.7% |
| 49 | HKHHY | Heineken NV | 15131 | $1.2M | 0.01% | — |
| 50 | FLUXY | Fluidra | 50500 | $1.2M | 0.01% | NEW |
| 51 | AAPL | Apple Inc | 5249 | $1.2M | 0.01% | -9.6% |
| 52 | DLOHY | De'Longhi | 35250 | $1.2M | 0.01% | NEW |
| 53 | PUIGF | Puig Brands | 68000 | $1.2M | 0.01% | NEW |
| 54 | HNNMY | H&M | 88000 | $1.2M | 0.01% | NEW |
| 55 | LTBKY | Lotus Bakeries | 130 | $1.2M | 0.01% | NEW |
| 56 | NSRGY | Nestle SA-REG | 11285 | $1.1M | 0.01% | +7.9% |
| 57 | ECPRF | Electrolux Professional | 175500 | $1.1M | 0.01% | NEW |
| 58 | YETI | Yeti Holdings Inc | 32500 | $1.1M | 0.01% | NEW |
| 59 | SSPPF | SSP Group | 548000 | $1.1M | 0.01% | NEW |
| 60 | LEVI | Levi Strauss & Co Cl A | 67725 | $1.1M | 0.01% | NEW |
| 61 | GNRC | Generac Holdings Inc | 8250 | $1.0M | 0.01% | NEW |
| 62 | FLMNY | Fielmann | 22300 | $1.0M | 0.01% | NEW |
| 63 | KO | Coca-Cola | 13640 | $977K | 0.01% | -3.3% |
| 64 | WRBY | Warby Parker Inc Cl A | 51650 | $942K | 0.01% | NEW |
| 65 | RL | Ralph Lauren Corp Cl A | 4100 | $905K | 0.01% | NEW |
| 66 | WMT | Wal Mart Stores Inc | 10240 | $899K | 0.01% | -0.6% |
| 67 | JBTM | JBT Marel Corp | 7250 | $886K | 0.01% | NEW |
| 68 | PNC | PNC Bank Corp | 4950 | $870K | 0.01% | — |
| 69 | RTLLY | Rational AG | 975 | $806K | 0.01% | NEW |
| 70 | FBLA | FB Bancorp Inc | 70000 | $788K | 0.01% | — |
| 71 | CVX | Chevron Corp | 4217 | $705K | 0.01% | -5.6% |
| 72 | LAMR | Lamar Advertising Co-A | 5974 | $680K | 0.01% | — |
| 73 | ORCL | Oracle Corp | 3475 | $486K | 0.01% | — |
| 74 | TFC-PR | Truist Financial Corp | 9692 | $399K | 0.00% | +0.8% |
| 75 | LTGHY | LT Group Inc | 1775000 | $378K | 0.00% | — |
| 76 | FMX | Fomento Economico Mex Sponsore | 3398 | $332K | 0.00% | -2.0% |
| 77 | UNMA | Unum Group | 3800 | $310K | 0.00% | — |
| 78 | DIS | Disney Walt Productions | 2943 | $290K | 0.00% | -17.6% |
| 79 | OUT | Outfront Media Inc | 17706 | $286K | 0.00% | -60.5% |
| 80 | MRK | Merck Inc | 2763 | $248K | 0.00% | -5.6% |
| 81 | HKHHF | Heineken Holding NV ADR | 6260 | $226K | 0.00% | -13.8% |
| 82 | MCD | McDonalds Corp | 705 | $220K | 0.00% | — |
| 83 | BP | BP PLC ADR | 6300 | $213K | 0.00% | NEW |
| 84 | DGEAF | Diageo PLC | 8077 | $210K | 0.00% | -2.1% |
| 85 | HMSPY | Hanjaya Mandala Sampoerna | 5000000 | $166K | 0.00% | — |
| 86 | COFDY | Cofide SPA | 251250 | $149K | 0.00% | — |